Thomas Landy is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Penn Mutual Life Insurance Company since 2012 and has been with Hornor, Townsend & Kent, Inc. for the same period. Landy is also involved in retirement plan consulting and insurance brokerage through his business activities under the dba 1847 Wealth Advocate. 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 combination of advisory services, custody, execution, and brokerage capabilities.

Ronald Wenrich Jr. is a financial advisor at GWN Securities Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2008, having previously worked at Mass Mutual Financial Group. His additional activities include providing advice related to life insurance and pension options. GWN Securities serves individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager selection. The firm employs both discretionary portfolio management and model-based allocations, incorporating strategies such as market-timing and momentum-based approaches within its investment programs.

Jack Forlenza is a financial advisor at Citizens Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has held previous roles at The Prudential Insurance Company of America, Capital One Financial Advisors, and Cetera Investment Services. He has been with Citizens Securities since 2022. Citizens Securities serves individual and high-net-worth investors as well as retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm features a digital advisory program that utilizes ETF-based portfolios managed through proprietary algorithms and client risk assessments, alongside commission-based brokerage and other non-discretionary services.

Alexander Pimental is a CFP® professional with two years of industry experience, currently serving at Creative Planning. His prior roles include four years at Marshall Financial Group and military service from 2016 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a centralized investment infrastructure and a broad range of affiliated non-investment businesses.

Phyllis Petrillo is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her work history includes roles at New York Life Insurance Company, NYLIFE Securities LLC, CCO Investment Services Corp, and Citizens Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, supported by its status as a broker-dealer and insurance agency.

Michael Hassell is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 31 years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, and extensive tenure within Janney Montgomery Scott. 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, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management strategies and centralized client support.

Randall Hartzel is a financial professional with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is involved in the sale of long-term care insurance and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and employs both traditional asset-allocation and legacy market-timing and momentum-based strategies.

David Reif is a financial advisor with Eagle Strategies (NY Life) based in Horsham, PA, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Eagle Strategies since 2009 and has prior experience with Tactical Financial Group. Outside of his advisory role, he is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Ayres is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Securities and Citizens Bank since 2005. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and 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, with a focus on ETF-based portfolios tailored by proprietary algorithms and client risk profiles.

Elizabeth O'Malley is a CFP® professional with two years of industry experience. She is currently with Creative Planning, LLC, having joined the firm in 2025, and previously worked at The Marshall Financial Group, Inc. and Wells Fargo. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Joseph Cosden is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 36 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999 and has a long career background in aviation, including roles with US Airways Flight Operations and Eastern Air Lines. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management, supported by an in-house investment management and research team that develops strategic model portfolios and adaptive investment strategies.

Jonathan Haab is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account currently accessible by invitation to employees. The firm uses algorithm-driven risk assessments and implements investments through approved strategies managed by PNC or third-party strategists.

Richard Weinstein is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at Penn Mutual Life Insurance Company and ownership of Weinstein & Company, PC, a CPA and accounting services firm. He is also a partner in Wine Spruce LLC and has served as treasurer and president of the Doylestown Business Networking group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets while offering a range of account options and third-party asset manager relationships.

Brian Atkinson is a financial advisor with PNC Wealth Management in Ambler, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 17 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs. Its Portfolio Solutions Strategist Digital Offering is an invitation-only, online discretionary model account that uses algorithm-driven risk assessment and relies on approved model strategies managed by PNC or third-party strategists.

Joan Greenspon is a CFP® and holds a Series 66 license with 19 years of industry experience. She has worked at Prime Capital Financial since 2026 and previously held roles at Edelman Financial Engines and affiliated firms from 2014 to 2026. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a variety of investment strategies and provides integrated tax advisory and consolidated reporting services.

Olivier Sureau is a Series 66 credentialed financial advisor with Guardian Life and Park Avenue Securities, bringing eight years of industry experience and two years with his current firms. His prior experience includes eight years at Fiducial Jade Inc. Outside of his advisory role, he is involved in multiple business activities, including leadership positions in companies across Miami and international markets. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services supported by proprietary programs and third-party platforms, combining advisor-led discretionary management with model-based strategies.

Casey Smith is a CFP® with 18 years of industry experience, currently serving at Oppenheimer & Co. Inc since 2012. He holds Series 63 and Series 65 licenses and is based in Warrington, PA. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, corporations, and charitable organizations. The firm offers diverse investment programs and advisory services that include strategic asset allocation and manager selection, with both discretionary and non-discretionary management options.

Victoria Robinson is a Series 66-licensed financial advisor with Hornor, Townsend & Kent, LLC, bringing 24 years of industry experience. Her career includes roles at Janney Montgomery Scott LLC, Foreside Fund Services, LLC, and Penn Mutual Life Insurance Company. She has held positions at Penn Mutual and its asset management subsidiary for over a decade. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and manages a multi-billion-dollar portfolio through both discretionary and non-discretionary accounts.

Nicholas Corialos is a financial advisor with Citizens Securities, Inc. holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Paradigm Financial Group Inc. and The Vanguard Group, Inc. Outside of finance, he has a background that includes work with Ancient Rode Farms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory program and a managed account program, supporting a range of client investment needs.

Gregory Laudadio is a CFP® professional with eight years of experience in the financial services industry. He is currently with Principal Financial Services and leads Laudadio Wealth Management Group. His prior experience includes roles at Financial Advisors of Delaware Valley and Rubin Fortunato & Harbison. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and various business entities, offering financial planning, retirement plan consulting, and access to third-party money manager solutions.