David Little is a CFP®-credentialed financial advisor with 28 years of industry experience, currently affiliated with RBC Rochdale, LLC. He has been with CNR Securities, LLC since 2016. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and governmental entities, offering discretionary and non-discretionary portfolio management alongside sub-advisory and model delivery services. The firm employs a multi-strategy investment process integrating quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Thomas Macaluso is a CFA® charterholder and Series 63 licensee with six years of industry experience. He has worked at HighTower Advisors since 2020 and previously held positions at The Vanguard Group, Link Industrial Properties, and True Value Hardware. Outside of his advisory role, he is a limited partner at The Classic Swing Golf Lounge, where he contributes to bookkeeping review and operational analysis. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

James Lefever II is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. His prior roles include positions at Wells Fargo Bank and Citizens Securities, among others. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing its services through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Michael Calafati is a financial advisor with Eagle Strategies (New York Life) in Harleysville, PA, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked with Eagle Strategies since 2008 and operates Calafati Financial Group, which sells New York Life products and brokers non-registered insurance products. He is also a passive investor in BLOCS Scholarship LLC. Eagle Strategies serves a diverse client base, including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Steven Lane is a CFP® with 23 years of industry experience, currently affiliated with Janney Montgomery Scott where he has worked since 2009. He serves on the endowment committee board of Westminster Presbyterian Church. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse range of clients through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Meghan Kelly is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and Northwestern Mutual. Kelly serves on the boards of two nonprofit organizations, Friends of Delaware County Women and Pennsylvania Resources Council. Citizens Securities serves individual and high-net-worth investors with a range of brokerage, advisory, and insurance services. Its offerings include a digital advisory program and managed accounts, supported by the firm’s affiliation with Citizens Bank, N.A.

Justin Hales is a financial advisor at PNC Wealth Management with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Equitable Advisors, The Rhoads Garden, and a 17-year tenure at The Vanguard Group. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses discretionary model accounts managed by PNC or third-party strategists.

David Courlang is a financial advisor at Principal Financial Services with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including Principal Securities, NYLIFE Securities, and Primerica Advisors. In addition to his advisory role, he writes life, annuity, disability, long-term care, group, and individual insurance policies through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. 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.

Melissa Howard is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 credential and 11 years of industry experience. Her prior work history includes roles at Santander Securities, LLC, and Santander Bank, NA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios managed via proprietary algorithms, in addition to commission-based brokerage services.

Craig Charlton is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Union Financial Inc and Pruco Securities, LLC. Outside of his advisory role, he serves as Treasurer and board member of the Windy Hill Homeowners Association. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions through a variety of advisory and promoter arrangements.

Daniel Levin is a financial advisor with Janney Montgomery Scott in Blue Bell, PA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Janney Montgomery Scott since 2009. Levin serves on the Board of Governors and Admissions Committee of the Philadelphia Cricket Club and is a board member of the Bucks County Chapter of the Fox Chase Cancer Center. 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, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Charles Collings is a financial advisor at Janney Montgomery Scott in Bryn Mawr, PA, holding a Series 63 designation with 44 years of industry experience. He has been with Janney Montgomery Scott since 2009. Collings serves on the advisory board of the Primitive Hall Foundation in Unionville, PA. 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, consulting, and various wrap and advisory programs.

Amanda Salyer is a CFP® professional with 19 years of industry experience, currently with Prime Capital Financial since 2026. She previously worked at Financial Engines Advisors L.L.C. and Fidelity in various advisory roles spanning over eight years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated tax advisory subsidiary alongside its family office practice.

Nicole Pizzi is a financial advisor with Eagle Strategies (NY Life) in Wayne, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company, among others. Outside of advisory work, she is employed as a caregiver at Accessible Home Health Care of The Main Line. Eagle Strategies serves a diverse group of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Hoover is a financial advisor at Principal Financial Services with a Series 66 credential and one year of industry experience. His prior work history includes roles at Principal Securities, Principal Life Insurance, and Enterprise Mobility, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nicholas Crippen is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds the CFP® and Series 66 designations. Prior to his current role at Hornor, Townsend & Kent, he worked with Penn Mutual Life Insurance Company and Keystone Financial Group, where he also assists with multi-line insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering discretionary and non-discretionary account options supported by third-party asset manager relationships.

Eric Roessler is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has been with PNC Investments Inc. since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and delegated investment implementation.

Timothy Hall is a CFP® with 23 years of experience in financial advisory roles. He is currently with Hornor, Townsend & Kent, LLC and has previously worked at firms including Lincoln Financial Advisors and Carson Wealth. Outside of advisory work, he owns a retail spirituality business called Days of Zen and is involved in life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering a range of discretionary and non-discretionary account options with over $8 billion in discretionary assets under management.

David Fedorka is a CFP® with 17 years of industry experience. He is currently with Empower Advisory Group and has prior experience at The Vanguard Group, Inc. from 2013 to 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through a point-in-time financial planning service and optional managed account solutions.

Michael Pivovarnick is a Series 66-licensed advisor with 11 years of industry experience. He currently works at PNC Wealth Management and previously spent 12 years at Bank of America and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and executes investments via approved strategies with mutual funds and ETFs.