Anthony Sergio Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2016. In addition to his advisory role, he serves as a board member for the Misericordia University Alumni Association. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a range of investment management and brokerage solutions.

Lawrence Greenberg is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Pruco Securities, LLC, The Prudential Insurance Company of America, Lyft, Inc., and Northwestern Mutual. Outside of his advisory work, he serves as a board member at large for the Pennsylvania Film Industry Association, is CEO of Cage Free Projects, a filmmaking and creative consulting business, and is vice chairman of the New Hope Planning Commission. 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 managed in partnership with SigFig and a Managed Account program.

Mauricio Gaitan is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Citizens Securities since 2017 and previously worked at PNC Investments LLC. 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 utilizes a mix of digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Keith Tomer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at Minnesota Life Insurance Company and Securian Financial Services, each for 19 years, and has been affiliated with Foundations Financial Partners since 2014. Outside of advisory work, he serves as an Operations Assistant with signing authority at MCKC, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational, trading, technology, and compliance support, enabling advisors to construct client portfolios using diverse securities and insurance products alongside discretionary model portfolios managed by its Investment Management and Research team.

Eric James is a financial advisor with Kestra Advisory, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Protech Associates LLC, and Dynasty Advisors LLC Wealth Management. He also has experience reviewing life insurance products with Dynasty Advisors as part of his financial planning services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, supporting investments with due diligence and managing approximately $79.8 billion in assets.

Michael Mckeever is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. He holds Series 63 and Series 65 registrations and has 27 years of industry experience, including 24 years with Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, featuring a digital advisory platform that uses proprietary algorithms and a Managed Account program.

Marshall Tolins is a financial advisor with Lincoln Investment, holding a Series 66 credential and three years of industry experience. Prior to his current role, he worked at Moss Adams and Benetrends Financial, among other positions. Outside of finance, he owns and operates Marshall's Market Inc., a food service business. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning, portfolio management with model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

Robert Logan is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with Logan Financial Services Corp since 1987, where he also serves as president of a tax preparation and accounting firm. Logan serves on the Pension Board of East Whiteland Township, PA, overseeing the township’s retirement plan management, and participates on the Membership Committee of the Chester Valley Golf Club in Malvern, PA. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary advice through programs like SIGMA Managed Account and other account options.

Brian Sykes is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and ChFC® designations with 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2003. Outside of advising, he is the founder of Founding Capital, LLC. Park Avenue Securities, 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and access to proprietary and third-party advisory solutions.

David Massey is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with PNC Investments since 2012. Outside of advising, he is co-owner of a non-investment business with his spouse. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithmic risk assessment to recommend investment models implemented with mutual funds and ETFs.

Conor Staples is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds the Series 66 designation and serves on the board of the Spring-Ford Chamber of Commerce in Limerick, PA, where he participates in board governance and community events. 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 client base including individuals, families, trusts, corporations, and charitable organizations, offering a range of brokerage, financial planning, and advisory services supported by centralized asset management and in-house custody capabilities.

Robert Kania is a CFP®-designated financial advisor with Kestra Advisory, bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as a Senior Advisor with NFP-Meltzer Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, benchmarking, and employee education, and manages assets through multiple platforms and third-party solutions.

Anthony Cellucci Jr. is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, TFS Securities, and Beacon Benefits, where he remains a managing partner. His background includes employee benefits consulting and wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers a range of services such as fiduciary consulting, plan design and compliance, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

David Minarcik is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. He previously worked at Legacy Planning Partners, Securian Financial Services, and Minnesota Life Insurance Co from 2009 to 2017. Minarcik is also the owner of DPMM Consulting, LLC, a private entity related to his 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 hundreds of thousands of clients, managing around $212.7 billion in assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Jack Gartlan is a financial advisor at Corient with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Balasa Dinverno Foltz LLC and Triad Financial Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions and employs risk management tools and alternative investments where appropriate.

Jake Bryant is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has prior experience at Trinity Wealth Securities, LLC. Outside of his advisory role, he is the founder and operator of Noctera LLC, a business that sells backlit LED menu holders. Lincoln Investment Planning, LLC serves individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, with a long history of working with educators and retirement program participants. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and a large network of primarily independent advisors.

Robert Ternosky is a financial advisor at Oppenheimer with 40 years of industry experience. He has held his current position at Oppenheimer since 2009 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Gerald Fahey is a CFP® and holds a Series 66 license with 25 years of experience in the financial services industry. He has worked at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021, and previously at Hoover Financial Advisors from 2013 to 2021 and Purshe Kaplan Sterling Investments from 2013 to 2017. He serves as a board member and treasurer of The Phelps School, where he oversees investment accounts. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Donald Riley is a financial advisor at Wealth Enhancement Advisory Services, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Wealth Enhancement Advisory Services in 2019, he worked at Purshe Kaplan Sterling Investments and Millennium Wealth Advisors. He is also involved as a Senior Vice President in a fixed insurance business. 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 assets and employs a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Zina Lauman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. She has been with Hornor, Townsend & Kent since 2012. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.