Michael Conk is a financial advisor with Principal Financial Services in Wayne, PA, holding a Series 66 designation and 22 years of industry experience. He has worked with Principal Securities Inc since 2016 and has been associated with Financial Advisors of Delaware Valley and Principal Life Insurance Company since 2013. Outside of his advisory role, he has assisted with ski race event operations for Vail Resorts at Mount Snow. 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 asset allocation and separately managed account solutions.

Salvatore Lauri is a financial advisor at Integrity Alliance, LLC with 17 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior experience includes roles at W&S Brokerage Services and Western & Southern Life, where he also served as a full-time staff manager. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and retirement plans. The firm operates a large network of independent advisers and offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a range of investment approaches and third-party platforms.

Bruce Glider is a ChFC® credentialed financial advisor with 27 years of industry experience, currently with Bankers Life Advisory Services, Inc. He has been associated with Bankers Life and its affiliates since 2009. Outside of his advisory work, he teaches courses for The American College unrelated to securities. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk tolerances.

Scott Troilo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory work, he is a member of T and T Properties LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees. The firm’s approach uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

Jennifer Hiss is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at BlackRock Investments from 2018 to 2024 and Lehigh Valley Investment Group in 2017. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Mehnmah Reeves is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Key Investment Services, Reeves worked at Wells Fargo Clearing and Merrill. Outside of finance, Reeves serves as Director of Worship and Music Ministry at Calvary Church in Wyncote and provides counseling services to individuals and families through an affiliated ministry. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider platform and emphasizes non-discretionary model portfolios, with integration alongside KeyCorp affiliates providing additional financial services.

Gregory Sarian is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2013 and previously spent 16 years at Merrill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection and multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment strategies.

Michael Mattise is a CFP® with 34 years of industry experience, currently serving at Corient. His prior experience includes roles at Radnor Financial Advisors, LLC, and CIPW Service Company, LLC. He is a member of the RIA Advisory Committee for Brookfield Oaktree and serves on the board and finance and investment committees of The Foundation for Delaware County. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines internal strategies with third-party managers and utilizes risk management tools, alternative investments, and private fund capabilities.

Kenneth Kovalik is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he provides management consulting services and serves in leadership roles with local nonprofit organizations and his church. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions tailored to client needs.

Mitchell Benedon is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Prior to his financial career, he was employed at Amazon.com and Global Furniture Group. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers various portfolio management options, financial planning, and retirement plan consulting, employing multiple analytical approaches and maintaining a fiduciary standard when advisory agreements are in place.

Gregory Dexter is a financial advisor with Eagle Strategies (NY Life) in Wayne, PA, holding Series 63 and Series 66 licenses and with nine years of industry experience. He has prior experience with Nylife Securities LLC and New York Life Insurance Company and has been involved with Saint Joseph's University since 2014. Outside of advisory work, he serves as a Confirmation Catechist and Sacristan at Immaculate Heart of Mary Parish and performs as a freelance jazz percussionist. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sean Jago is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 credential and seven years of industry experience. Prior to joining Citizens Securities in 2023, he worked at Edward Jones for five years and was involved in the oil industry at Moab Oil for two years. 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’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Jeffrey Reichner is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and previously worked at Vanguard, Investors Capital Corp., and IGN Entertainment. Outside of financial advising, he owns and operates Beaker Life LLC, a digital marketing and web development company serving law firms. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

Deanda Wilson is a financial advisor at TIAA-CREF with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining TIAA-CREF in 2023, Wilson worked at Businessolver and Pitcairn Trust Company and has over a decade of experience at the US Department of Housing and Urban Development. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory approach distinguishes between point-in-time planning and ongoing portfolio management, employing model or customized portfolios under a fiduciary standard.

Joanna Craney is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Joanna has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. She serves as a board member for a preschool nonprofit organization, Caring Branches Early Care and Education Center. Hornor, Townsend & Kent provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm combines advisory services with broker-dealer capabilities and manages substantial assets under management through various third-party asset manager relationships.

Francis Masse II is a financial advisor with Hightower Advisors, holding a Series 66 designation and 27 years of industry experience. He has been with Hightower Advisors and its affiliated entity, HighTower Securities, LLC, since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers access to mutual funds, ETFs, alternative investments, and customized indexing strategies.

John Heacock is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with Valic Financial Advisors since 2025. His prior roles include positions at Mass Mutual Investors Services, Merrill Lynch Wealth Management, Wealth Enhancement Group, and M Financial Group. He is also appointed as an agent for non-securities insurance products with AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts implemented via Envestnet’s platform and third-party UMA model managers.

Daniel Otto is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2010. He also works with Kades Margolis Corp. Outside of his advisory role, he occasionally provides clients with insurance recommendations tailored to their financial situations. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment strategies, including legacy market-timing and momentum-based approaches.

Thomas Carrion is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TD Private Client Wealth LLC and TD Bank N.A. in 2025, he worked at Pruco Securities, LLC from 2006 to 2024. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm offers portfolio management, financial planning support, and access to a variety of investment vehicles through a combination of strategic and tactical asset allocation using both affiliated and third-party managers.

Anthony Davaro is a financial advisor with Truist Advisory Services in Jenkintown, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes multiple roles at Truist Investment Services, Truist Bank, and Citizens Bank and its related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.