Alyssa Otway is a CFP® with five years of industry experience, currently serving as a financial advisor at Corient. Her work history includes roles at Corient, Radnor Financial Advisors, Penn Mutual Asset Management, and the Buck's County District Attorney's Office. She holds the Series 65 designation. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Rachel Fix is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at WHB Financial Advisors and Rockbridge Academy. Outside of advising, she assists with insurance brokerage services related to life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing billions in assets through a network of advisers and third-party asset manager relationships.

Barbara Davis is a CFP® professional with 40 years of industry experience. She has been with Hornor, Townsend & Kent, LLC since 2012 and also works with Penn Mutual Life Insurance Company. Outside of her advisory roles, she serves as a board member for a private plumbing and heating company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset managers, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Timothy Herrera is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Janney Montgomery Scott in various roles since 2007. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Maximilian Margiotta is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and six years of industry experience. He has worked at Janney Montgomery Scott since 2016 in various roles. 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, and institutional clients, and offers a range of brokerage, financial planning, and advisory services.

Sharon Dahis is a financial advisor at Mercer Global Advisors Inc. She holds a Series 65 designation and has recently entered the industry, with prior experience at several firms including myCIO Wealth Partners and RTD Financial. Her background also includes teaching positions at Temple University and various schools. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios implemented through low-cost ETFs, index funds, and other vehicles, supported by a range of specialized client services and educational initiatives.

Nicholas Falcone is a financial advisor with Janney Montgomery Scott in Philadelphia, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Withum, DoorDash, and Woloshin Investment Management before joining Janney Montgomery Scott. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Donna Wren is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 39 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1986. Outside of her advisory role, she is the president and managing member of Donna L. Wren, LLC, an entity used for tax and accounting purposes. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and a variety of investment programs, managing assets through both strategic and dynamic approaches overseen by an internal Investment Management & Research team.

Robert Grosch is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Hornor, Townsend & Kent since 2012. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of its approximately $7.76 billion in client assets on a non-discretionary basis.

David Ettingoff is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2019. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he consults with a real estate private equity firm to improve their Excel models and serves as a trustee on a family trust. J.W. Cole Advisors is an SEC-registered investment adviser with a national network of over 400 independent representatives, offering portfolio management, financial planning, and access to various managed account solutions for individuals, charities, corporations, and retirement plans.

Robert Bowman is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including BNY Mellon and National Securities Corp. Outside of his advisory role, Bowman serves on the Executive Committee and co-heads hospitality for the 2026 PGA Golf Tournament and is a board member of Aronimink Golf Club in Newtown Square, PA. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory programs.

Matthew Laudadio is a financial advisor at Principal Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at Laudadio Wealth Management Group and FAODV since 2021, with prior roles at Principal Life Insurance Co and Principal Securities Inc beginning in 2020. His other business activities include serving as an insurance agent specializing in life, long-term care, disability, annuities, group benefits, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Meghan Jones is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. She has previously worked at Forge Wealth Management and held various roles including at University of Pennsylvania and Purenergy Studio. Jones serves as an auxiliary board member and volunteer for Tredyffrin & Easttown Care and volunteers with Women Golfers Give Back, supporting marketing and event efforts. 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 consulting, and access to third-party money manager solutions.

George Papanier is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He previously worked at Lion Street Financial and AXG Advisors, where he is also an owner and handles business development. In addition to his advisory role, he owns Flagler Insurance Partners, LLC, which provides insurance coverage primarily in Florida. Integrity Alliance serves a broad client base including individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a variety of advisory programs through multiple platforms and investment approaches.

James Bartow Jr. is a CFP®-designated financial advisor with over 33 years of industry experience, currently affiliated with United Planners' Financial Services of America. His prior experience includes roles at LPL Financial, INVEST Financial Corporation, and operating his own practice, James A. Bartow. He is also involved in insurance brokerage activities and owns JB Financial, a marketing entity. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement client-directed investment strategies.

Christina Forst is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Lincoln Investment since 2016, with earlier roles at J.G. Wentworth and eMoney Advisor LLC. Forst is an active shareholder in Lincoln Investment Holding Group Inc., participating in quarterly committee meetings and semiannual shareholder reports. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of model portfolios, employing both strategic and tactical investment approaches overseen by its Investment Management & Research team.

Michael Wilkens is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at BHHS Fox & Roach and Agia. Outside of his advisory work, he is an owner and landlord managing rental properties. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Beth Peckman is a financial advisor with Lincoln Investment in Horsham, PA. She holds Series 63 and Series 65 licenses and has 18 years of industry experience. Peckman has been with Lincoln Investment Planning, Inc. since 1998 and is also affiliated with Temple University. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, managed model portfolios, and operates as a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

Jeffrey Lazarus is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with several firms including Raymond James Financial Services and Wells Fargo Advisors before joining Steward Partners. Outside of his advisory role, he is the founder of Bella LLC, where he holds a patent related to wallets. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary management options.

Blake Szymanski is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2021. Prior to his advisory career, he was employed at Golf Cars, Inc and attended Temple University. Szymanski is also involved in life insurance brokerage through his roles with 1847 Financial and TSA Financial LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services via third-party asset manager platforms, financial planning, and consulting. The firm’s investment approach emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.