Scott Troilo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is a member of T and T Properties LLC, an activity unrelated to investment management. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, digital discretionary model account for employees that relies on algorithmic risk assessment and implements investments via approved model strategies using mutual funds and ETFs.

Jennifer Hiss is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at BlackRock Investments for five years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating under a Private Advisor model and offering a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Mehnmah Reeves is a financial advisor at Key Investment Services LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is the Director of Worship and music ministry at Calvary Church in Wyncote, PA, and provides counseling services to individuals and families through her ministry. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed investment decisions supported by ongoing recommendations and monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Gregory Sarian is a financial advisor with Hightower Advisors in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Advisors and Hightower Securities since 2013. Outside of his advisory work, he is a member of Aberdeen Holdings, LLC, a rental real estate venture. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions through both affiliated and third-party managers, offering a variety of portfolio management and financial planning services.

Michael Mattise is a CFP® with 34 years of industry experience, currently serving at Corient. His prior experience includes roles at Radnor Financial Advisors, LLC, and CIPW Service Company, LLC. He is a member of the RIA Advisory Committee for Brookfield Oaktree and serves on the board and finance and investment committees of The Foundation for Delaware County. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines internal strategies with third-party managers and utilizes risk management tools, alternative investments, and private fund capabilities.

Zachary Halvonik is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has two years of industry experience and previously worked at Charles Schwab and in roles at LedgeRock Golf Club and Bristol Harbour Lodge and Golf Club. Outside of advising, he has experience managing client interactions and planning processes through his role at Premier Planning Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Mitchell Benedon is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Sanctuary Advisors in 2025, he worked at Bank of America and Merrill from 2019 to 2025, and has earlier experience at Amazon.com and Global Furniture Group. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of sub-advisors and third-party model platforms to implement its strategies.

Gregory Dexter is a financial advisor with Eagle Strategies (NY Life) based in Wayne, PA, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been associated with Eagle Strategies since 2020 and has additional roles with Nylife Securities LLC and New York Life Insurance Company dating back to 2016 and 2017 respectively. Outside of his advisory work, he serves as a Confirmation Catechist and Sacristan at Immaculate Heart of Mary Parish and performs as a freelance jazz percussionist. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the vast majority of assets managed on a non-discretionary basis.

Sean Jago is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He has previously worked at Edward Jones and Moab Oil. Jago holds a Series 66 designation. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program managed with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

Jeffrey Reichner is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. Prior to joining Janney, he worked at IGN Entertainment, Vanguard, and LiquidHub. Outside of his advisory role, he owns and operates Beaker Life LLC, a digital marketing and web development company serving law firms. 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 range of clients including individuals, families, trusts, corporate sponsors, and municipalities, offering financial planning, brokerage services, and multiple advisory programs.

Deanda Wilson is a financial advisor at TIAA-CREF with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining TIAA-CREF, Wilson worked at Businessolver and Pitcairn Trust Company, as well as the U.S. Department of Housing and Urban Development. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and brokerage services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory offerings include both point-in-time financial planning and ongoing discretionary management with model and customized portfolios.

Joanna Craney is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Craney has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. She serves on the board of a local nonprofit preschool organization, Caring Branches Early Care and Education Center. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, focusing on client-directed implementation and oversight through third-party asset manager platforms and financial planning. The firm manages the majority of its approximately $7.38 billion in client assets on a non-discretionary basis and maintains dual registration as an SEC-registered investment adviser and broker-dealer.

Francis Masse II is a financial advisor with Hightower Advisors, holding a Series 66 designation and 27 years of industry experience. He has been with Hightower Advisors and its affiliated entity, HighTower Securities, LLC, since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers access to mutual funds, ETFs, alternative investments, and customized indexing strategies.

Daniel Otto is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2010. He also works with Kades Margolis Corp. Outside of his advisory role, he occasionally provides clients with insurance recommendations tailored to their financial situations. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment strategies, including legacy market-timing and momentum-based approaches.

Anthony Davaro is a financial advisor with Truist Advisory Services in Jenkintown, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes multiple roles at Truist Investment Services, Truist Bank, and Citizens Bank and its related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Dominika Fedejko is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and JPMorgan Chase & Co. Outside of advising, she is a landlord and owner of a rental property in Philadelphia. 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, financial planning, consulting, and multiple advisory programs.

Thomas Kinslow is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including long-term roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is also co-owner of Delian Capital, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Christopher Eble is a CFP® with 24 years of industry experience, currently affiliated with Citizens Securities, Inc. since 2022. His prior work history includes roles at Pruco Securities, LLC, The Prudential Insurance Company of America, Citigroup, and Massachusetts Mutual Life Insurance Company. Citizens Securities, Inc. serves individual and high-net-worth investors as well as retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program that focuses on ETF-based portfolios and a separate Managed Account program.

Ciara Deane is a financial advisor at Truist Advisory Services with 28 years of industry experience. She holds Series 65 and Series 63 designations and previously spent 19 years at Citigroup Global Markets before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled tools, to deliver investment solutions.

Ming Cheung is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at firms including TD Ameritrade, Charles Schwab, Janney Montgomery Scott, Bank of America, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools, with final trading decisions made by clients.