Rocco Mazzei is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Mazzei has held positions at various organizations, including Salve Regina University and The Reef Newport. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, leveraging both proprietary and third-party models.

Michael Langley is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as experience in education and professional coatings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Peter Rembalsky is a financial advisor at Oppenheimer with 34 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Anderson & Strudwick, Incorporated for three years. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

James Scott is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at The Vanguard Group, Citadel Federal Credit Union, and Cetera. Outside of his advisory work, he is a financial secretary and board member for the Great Valley Music Parents Association, where he coordinates fundraising activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm utilizes a combination of passive and active management strategies, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Michael Troy is a financial advisor with Principal Financial Services in Berwyn, PA, holding a Series 63 designation and over 33 years of industry experience. His prior roles include positions at APW Capital, Kistler Tiffany Advisors, and One Digital. Troy serves as a board member for the Conestoga High School Girls Rugby Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct adviser and promoter arrangements.

Brett Garrison is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds the Series 66 designation and has prior experience working in the education sector with the Downingtown Area School District and the School District of Philadelphia. Garrison also engages in insurance brokerage activities as an agent for Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside its investment advice.

Michael Langerhans is a CFP® and holds a Series 65 license, currently advising at Wealth Enhancement Advisory Services, LLC with seven years at the firm and four years of industry experience overall. His prior roles include founding Live Your Vision LLC and a four-year tenure at La Salle University. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and combines passive and active investment strategies with oversight by an internal Investment Committee.

Robert Daries is a financial advisor at Oppenheimer with 32 years of industry experience. His prior positions include roles at Bank of America, Merrill, and UBS Financial Services. He holds Series 63 and Series 65 credentials. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Anthony Schifano is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Cetera, Mcs Bank, Intuit, Equitable Advisors, and Axa Advisors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering a range of advisory, brokerage, and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, and it is wholly owned by Citizens Bank, N.A.

Kyle Vander Schauw is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, Raymond James & Associates, and TD Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Stephen Zales is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott and its affiliates since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering services such as brokerage, financial planning, and advisory programs that combine in-house portfolio management with third-party managers.

Kevin McGonagle is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2011. Outside of his advisory role, he serves as managing partner at Redwood Financial Advisors, LLC, an insurance brokerage focused on insurance sales and services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of investment and brokerage capabilities supported by third-party asset manager partnerships.

Michael Sandy is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His career includes multiple roles at Citizens Securities, Inc. and Citizens Bank from 2014 to the present. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Brian Donofry Jr. is a financial advisor with Kestra Advisory who holds a Series 66 designation and has nine years of industry experience. He has been associated with Kestra Advisory since 2017 and also works with Renaissance Benefit Advisors as an executive benefits design and consulting specialist, focusing on nonqualified deferred compensation, SERPs, bonus plans, and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management.

Tyler Ayers is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining GWN Securities, he worked for ten years at Liberty Mutual Insurance. He is also involved in a financial services DBA focused on insurance. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm uses a mix of affiliated and unaffiliated sub-advisers and implements portfolios based on asset allocation and Modern Portfolio Theory, with an emphasis on tactical strategies including market-timing and momentum-based approaches in certain legacy programs.

George Cauffman is a CFP® professional with seven years of experience in the financial industry. He currently serves as an advisor at Hightower Advisors and previously worked at The Vanguard Group, Inc. among other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, leveraging both affiliated and third-party managers while offering a range of portfolio construction options.

Paul Karsevar is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Janney Montgomery Scott LLC since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Kelly Atkins is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Principal Securities Inc. and Principal Life Insurance Company since 2017 and previously operated as a self-employed advisor for ten years. Outside of her advisory role, she is a partner in Kodiak Wealth Management LLC and is involved in Kodiak Tax Solutions, a tax preparation business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Victor Salanovsky is a financial advisor at Citizens Securities, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, J.P. Morgan Securities, and PNC Wealth Management. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs—such as a digital advisory program using algorithm-driven, ETF-based portfolios—and commission-based brokerage and insurance services.

Caitlin Strunk is a CFP® with 10 years of industry experience, currently serving with Private Advisor Group, LLC since 2018. Her career includes roles at LPL Financial and National Planning Corporation. Outside of her advisory work, she is involved with Comprehensive Financial Holdings, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a range of investment strategies and technology platforms, often utilizing third-party managers and wrap advisory programs.