Kunal Sharma is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 credentials and having six years of industry experience. His prior roles include positions at Merrill, Bank of America, JP Morgan, Wells Fargo, and BB&T. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program using ETF-based portfolios with proprietary algorithms, alongside commission-based brokerage and non-discretionary services.

William Mastalski is a CFP® with 45 years of industry experience and has been advising clients at Janney Montgomery Scott since 2009. He holds the Series 63 designation and is based in Bryn Mawr, 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Rocco Mazzei is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Mazzei has held positions at various organizations, including Salve Regina University and The Reef Newport. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, leveraging both proprietary and third-party models.

Michael Langley is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as experience in education and professional coatings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

James Scott is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at The Vanguard Group, Citadel Federal Credit Union, and Cetera. Outside of his advisory work, he is a financial secretary and board member for the Great Valley Music Parents Association, where he coordinates fundraising activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm utilizes a combination of passive and active management strategies, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Michael Troy is a financial advisor with Principal Financial Services in Berwyn, PA, holding a Series 63 designation and over 33 years of industry experience. His prior roles include positions at APW Capital, Kistler Tiffany Advisors, and One Digital. Troy serves as a board member for the Conestoga High School Girls Rugby Club. 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 solutions through distinct adviser and promoter arrangements.

Brett Garrison is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds a Series 66 designation and previously worked in education for eight years before entering the financial services industry. Garrison is also an insurance agent involved in brokerage activities related to Penn Mutual Life Insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through non-discretionary management and third-party asset manager platforms. The firm combines financial planning, consulting, and retirement plan services with a focus on client-directed implementation.

Derek Davidson is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eagle Strategies since 2015. Outside of his advisory work, Davidson serves on the board of The Institute For Behavior Change, an organization providing services for children with disabilities. Eagle Strategies serves a diverse client base including individuals and institutions, 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.

Michael Langerhans is a CFP® and holds a Series 65 license, currently advising at Wealth Enhancement Advisory Services, LLC with seven years at the firm and four years of industry experience overall. His prior roles include founding Live Your Vision LLC and a four-year tenure at La Salle University. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and combines passive and active investment strategies with oversight by an internal Investment Committee.

Anthony Schifano is a financial advisor with Citizens Securities, Inc. in State College, PA. He holds the Series 66 designation and has six years of industry experience. His prior roles include positions at Cetera, Mcs Bank, Intuit, and Equitable Advisors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Kyle Vander Schauw is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds the Series 66 credential and has worked previously at Bank of America, Merrill, Raymond James & Associates, and TD Bank. 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 platform includes a digital program utilizing proprietary algorithms and a managed account program, with activities spanning discretionary advisory and commission-based brokerage.

Michael Sandy is a financial advisor at Citizens Securities, Inc. in Dover, DE, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Citizens Securities and Citizens Bank in various roles since 2014. 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, operating within a bank-owned enterprise framework.

Katherine Mullin is a CFP® professional at Wealth Enhancement Advisory Services, LLC with two years of industry experience. She has held roles within Wealth Enhancement Group since 2024 and worked in educational positions prior to entering the financial advisory field. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and utilizes a diversified investment process combining passive and active management overseen by an internal Investment Committee.

Padmalatha Teppala is a financial advisor at PNC Wealth Management with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Chase Bank and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and invests in approved model strategies via mutual funds and ETFs.

Dennis Piccone is a financial advisor with TIAA-CREF in Radnor, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His work history includes roles at Citizens Bank, Citizens Securities Inc., and PNC Investments LLC before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, and various entities. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, offering tailored portfolio solutions under a fiduciary standard.

Tyler Ayers is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining GWN Securities, he worked for ten years at Liberty Mutual Insurance. He is also involved in a financial services DBA focused on insurance. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm uses a mix of affiliated and unaffiliated sub-advisers and implements portfolios based on asset allocation and Modern Portfolio Theory, with an emphasis on tactical strategies including market-timing and momentum-based approaches in certain legacy programs.

George Cauffman is a CFP® professional with seven years of experience in the financial industry. He currently serves as an advisor at Hightower Advisors and previously worked at The Vanguard Group, Inc. among other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, leveraging both affiliated and third-party managers while offering a range of portfolio construction options.

Gunjan Ahuja is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Hilltop Securities and Capital One Investing, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm combines strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers.

Kelly Atkins is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Principal Securities Inc. and Principal Life Insurance Company since 2017 and previously operated as a self-employed advisor for ten years. Outside of her advisory role, she is a partner in Kodiak Wealth Management LLC and is involved in Kodiak Tax Solutions, a tax preparation business. 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’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

David Page is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Janney Montgomery Scott since 2009. Outside of his advisory role, he serves on the advisory committee of Philadelphia Hide and owns a farm, Trimbles Ford, where he manages maintenance and livestock. 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 broad client base including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services through various wrap programs and centralized asset management.