Dixon Speaker is a financial advisor at Kestra Advisory Services with 12 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at LPL Financial and The Vanguard Group, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Kathryn Riesberg is a Series 65-licensed financial advisor with Corient, based in Wayne, PA, and has four years of industry experience. Her prior roles include positions at Radnor Financial Advisors and MassMutual Greater Philadelphia, as well as work at Temple University’s Office of Institutional Research & Assessment and Fox School of Business. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and customized asset allocation. The firm offers specialized services through affiliates, including family office, tax, and corporate trustee services, and maintains active portfolio monitoring with risk management and alternative investment options.

Lynn Erskine is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the CFP® and CFA® designations and has previously worked at The Vanguard Group and Drexel Morgan Capital Advisers. 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 client base, including individuals, families, trusts, and institutional clients, and offers a range of brokerage, financial planning, and asset management services through various advisory programs.

Tyrone Mc Clain is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding a ChFC® designation along with Series 63 and 65 licenses. He has 23 years of industry experience, including prior roles at Merrill Lynch and Northwestern Mutual Investment Services. Outside of finance, he owns and operates an online dropshipping business. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities, offering brokerage, financial planning, consulting, and advisory services through multiple wrap programs and professional asset management.

Matthew Cunningham is a financial advisor with GWN Securities Inc., holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he is a licensed insurance agent who advises clients on life insurance and annuity purchases. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios using a range of investment strategies, including some legacy market-timing and momentum-based approaches.

Nita Amin is a financial advisor with Citizens Securities, Inc. in Philadelphia, PA, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Citizens Securities since 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency and is wholly owned by Citizens Bank, N.A.

James Wiley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior experience includes ten years at Purshe Kaplan Sterling Investments, Inc., and he is also the author of a personal finance book published through Live Your Vision, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Robert Filipone is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he has experience working at Chester Valley Golf Club and Kennett Square Golf and Country Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Brian Fleming is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding a Series 63 designation and 39 years of industry experience. He has been with Janney Montgomery Scott since 2009. Fleming serves on the finance committee of St John Neumann Parish and is a board member of Camino Farms, both nonprofit organizations where he provides financial oversight and planning. Janney Montgomery Scott is a large 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.

Kyle Hahn is a financial advisor with Orion Portfolio Solutions, LLC, holding the PFS™ designation and Series 65 license. He has six years of experience with Orion Advisor Technology and Orion Portfolio Solutions, and three years with SEI Investments. Prior to his industry career, he spent four years at Shippensburg University. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions, supporting approximately 198 advisors and more than 185,000 client relationships with about $64.8 billion in assets under administration.

Suken Jogani is a financial advisor at &Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining &Partners. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm offers both advisory and brokerage services, combining proprietary models with third-party manager solutions and employing various analytical approaches in portfolio management.

Stephanie McCullough is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Triad Advisors, Inc., American Financial Management Group, Ifg/Russell Advisors, Inc., and American Financial Group. Outside of her advisory work, she co-hosts "Take Back Retirement," a podcast focused on retirement advice for women, and creates online courses and workshops on wealth management for women. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a wide range of clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing diverse investment strategies tailored to client objectives and risk tolerances.

Barry Phillips is a financial advisor at Equity Services, Inc. with seven years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked with organizations including Knights of Columbus Asset Advisors LLC and Lincoln Investment Planning, LLC. Phillips also owns and operates Phillips Insurance Financial Services alongside his advisory role. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.

Bryan Eberly is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Bryan has worked at Janney Montgomery Scott since 2017 and previously spent two years at Hartford Funds Distributors. He serves as a board member of the Jordan Baumeister Scholarship Foundation, a nonprofit that provides scholarships to students at the Haverford School. 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 individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Arnold Carnevale Jr. is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2012. 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 services, financial planning, and advisory programs.

Davis Long is a Series 66 licensed financial advisor with Kestra Advisory, based in Wilmington, Delaware. He has three years of industry experience, including prior roles at The Vanguard Group and experience as a contact person for DoorDash. In addition to his advisory work, he provides comprehensive financial planning and advice through MidAtlantic Retirement Planning Specialists. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Lauren Coalson is a financial advisor with Janney Montgomery Scott in Wilmington, DE, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Janney in 2026, she worked at Citizens Securities, Inc. for three years. Outside of her advisory roles, she has been involved with SoDel Concepts and Champs Downtown, reflecting a background that includes experience in other business ventures. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers and centralized client service capabilities.

Robert Orbin Jr. is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. Prior to joining Citizens Securities in 2024, he worked at Cetera and Mauch Chunk Trust Company, among other firms. 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 operates both a digital advisory platform and a Managed Account program while maintaining broker-dealer and insurance agency functions.

Sean Menickella is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Kestra, he worked with Beacon Financial Services, Inc. and LPL Financial, LLC, and he has held roles involving wealth management and retirement plan services, including overseeing sales and service teams. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a broad range of clients including large institutional investors and sovereign wealth funds.

Willem Hotham is a financial advisor with Private Advisor Group, LLC and holds Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at LPL Financial LLC, Gardner Business Media, Gartner Inc., and High Point University. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, offering access to third-party asset managers, turnkey platforms, and a firm-managed separately managed account program.