Robert Grosch is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Hornor, Townsend & Kent since 2012. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of its approximately $7.76 billion in client assets on a non-discretionary basis.

David Ettingoff is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2019. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he consults with a real estate private equity firm to improve their Excel models and serves as a trustee on a family trust. J.W. Cole Advisors is an SEC-registered investment adviser with a national network of over 400 independent representatives, offering portfolio management, financial planning, and access to various managed account solutions for individuals, charities, corporations, and retirement plans.

Robert Bowman is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including BNY Mellon and National Securities Corp. Outside of his advisory role, Bowman serves on the Executive Committee and co-heads hospitality for the 2026 PGA Golf Tournament and is a board member of Aronimink Golf Club in Newtown Square, PA. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory programs.

Matthew Laudadio is a financial advisor at Principal Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at Laudadio Wealth Management Group and FAODV since 2021, with prior roles at Principal Life Insurance Co and Principal Securities Inc beginning in 2020. His other business activities include serving as an insurance agent specializing in life, long-term care, disability, annuities, group benefits, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Jonathan Fonash is a financial advisor at Transamerica Financial Advisors with 20 years of experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Infinex Investments, Advisor Group, Osaic, and Capital One Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and a registered investment adviser, providing a range of program choices with discretionary and non-discretionary management options.

Meghan Jones is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. She has previously worked at Forge Wealth Management and held various roles including at University of Pennsylvania and Purenergy Studio. Jones serves as an auxiliary board member and volunteer for Tredyffrin & Easttown Care and volunteers with Women Golfers Give Back, supporting marketing and event efforts. 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 consulting, and access to third-party money manager solutions.

George Papanier is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He previously worked at Lion Street Financial and AXG Advisors, where he is also an owner and handles business development. In addition to his advisory role, he owns Flagler Insurance Partners, LLC, which provides insurance coverage primarily in Florida. Integrity Alliance serves a broad client base including individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a variety of advisory programs through multiple platforms and investment approaches.

Christina Forst is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Lincoln Investment since 2016, with earlier roles at J.G. Wentworth and eMoney Advisor LLC. Forst is an active shareholder in Lincoln Investment Holding Group Inc., participating in quarterly committee meetings and semiannual shareholder reports. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of model portfolios, employing both strategic and tactical investment approaches overseen by its Investment Management & Research team.

Jessica Squadroni is a financial advisor with Eagle Strategies (NY Life) based in Philadelphia, PA, holding a Series 66 license and three years of industry experience. She has worked with Eagle Strategies since 2023 and has prior experience at NYLIFE Securities LLC and Barilotti Wealth Strategies. Before entering the financial services industry, she spent five years with IBEW Local Union 98. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides a range of advisory services through multiple program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Jeffrey Lazarus is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with several firms including Raymond James Financial Services and Wells Fargo Advisors before joining Steward Partners. Outside of his advisory role, he is the founder of Bella LLC, where he holds a patent related to wallets. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary management options.

Robert Gregory is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at PNC Bank and Eddie Bauer. Outside of finance, he is the founder of Philly Plant Dads, LLC. Orion Portfolio Solutions primarily serves independent advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven investment solutions and technology-enabled services, managing approximately $64.8 billion in assets across nearly 198 advisors and over 185,000 client relationships.

David Robb is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Janney Montgomery Scott, LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns and manages an apartment rental with his spouse. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection to construct client solutions.

Blake Szymanski is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2021. Prior to his advisory career, he was employed at Golf Cars, Inc and attended Temple University. Szymanski is also involved in life insurance brokerage through his roles with 1847 Financial and TSA Financial LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services via third-party asset manager platforms, financial planning, and consulting. The firm’s investment approach emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.

Mark Clark is a financial advisor at VOYA Financial Advisors, Inc. with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs combining model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary asset management.

Harry Hannigan is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Janney Montgomery Scott since 2003. 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, providing brokerage, financial planning, consulting, and advisory services.

Joseph Tortis Jr. is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Wealth and Income Solutions, having previously worked at MML Investors Services, Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he is the owner and captain of a fishing charter business in Marlton, NJ. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, wealth management services, and retirement plan consulting, supporting advisors with operations, trading, technology, investment management, and compliance.

Jessica England is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. She holds Series 63 and Series 65 designations and began her industry career in 2025, with prior roles including positions at Fidelity Investments and various organizations outside finance. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm’s investment approach includes a digital advisory program utilizing proprietary algorithms to recommend ETF-based portfolios, alongside managed account services and commission-based brokerage.

Charles Wisner III is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alden Investment Group and Wells Fargo Advisors. 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 broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Albert Angelos is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program, supported by a range of analytical approaches and multiple custodians and strategists.

Norah Evans is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2018, with prior roles at Santander Securities and HSBC Bank USA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized investment strategies.