Frank Hennessey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has long-standing affiliations with Ameritas Life Insurance Corp and Ameritas Investment Corp dating back to 2006. Hennessey is also a partner in Premier Planning Group, where he manages staff and sells fixed insurance products, and participates in other business ventures including a marketing organization established in 2023. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment products and program platforms, combining firm-developed and third-party model portfolios to build customized client portfolios.

David Webb is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1993. Webb holds Series 63 and Series 65 licenses. 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, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Orit Sapir Alon is a financial advisor at Equity Services, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Bank of America, and Merrill. Outside of her advisory work, she is a joint owner of an online business selling beauty products imported from Israel. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Matthew Panarese is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial, he worked at Rockefeller Capital Management and Wilmington Trust. 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 combines discretionary and non-discretionary portfolio management with broker-dealer capabilities, providing a range of investment and consulting services through a Private Advisor model and a consolidated investment platform.

Zachary Walker is a financial advisor at Hightower Advisors with five years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Hightower in 2025, he worked for The Vanguard Group for four years and has experience in other professional roles including Randstad and BioTelemetry. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with an emphasis on portfolio construction and operational support.

Ralph Richetti Jr. is a financial advisor at PlanMember Securities Corporation with 20 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Hartford Funds Distributors LLC for 12 years. Outside of his advisory role, he owns and operates a consulting company involved in the purchase and resale of Philadelphia 76ers basketball season tickets. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support through seminars, personalized planning, and participant services.

John Demichael IV is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and LPL Financial, LLC. 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 wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party asset management.

Mark Jones is a financial advisor at Hornor, Townsend & Kent, LLC with 22 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at M Holdings Securities, Axa Advisors, and LPL Financial. Outside of advising, he is involved in insurance brokerage focusing on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, brokerage, and investment advice with third-party asset manager relationships and discretionary and non-discretionary account options.

Katherine Ettingoff is a financial advisor at J. W. Cole Advisors, Inc. in Wayne, PA, with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2019. J. W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions, utilizing a combination of discretionary and non-discretionary management strategies along with both fundamental and technical analysis.

Nicholas Zamparelli is a financial advisor at Sequoia Financial Group, L.L.C. with nine years of industry experience. He holds the CFA® designation and the Series 66 license. His prior experience includes roles at Zeke Capital Advisors, BlackRock Investment Management, and Merrill Lynch Investment Managers. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and custom solutions, using a range of investment vehicles overseen by an Investment Policy Committee.

Elliott Footer is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Janney since 2009. Outside of his advisory role, he is involved in tax return preparation and serves as secretary of The Footer Family Foundation, a charitable organization that supports public charities. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in-house portfolio management with third-party managers across various wrap programs and model portfolios.

Steven Hacker is a financial advisor at Equity Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and TFS Securities. Outside of his advisory role, he is president of Qualified Plan Consultants, a third-party administration and ERISA consulting firm, and operates as a licensed insurance agent under the DBA Evolution Financial Group. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that incorporate both long-term strategies and options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Jeffrey Bryant is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing eight years of industry experience. His prior career includes 16 years at S. Emerson Group, Inc. He serves as a secondary executor of a client’s will, an activity outside typical advisory duties. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Guojun Zhu is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials. Zhu has been with Transamerica since 2025 and has additional experience as a franchisee of WIZE LLC, which offers K-12 extracurricular classes in computer and robotics. Zhu is also involved with Hope Chinese School VA Inc, a nonprofit providing Sunday school services to the Chinese immigrant community. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers its services through a large advisor network using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE, TFA365 Advisory Program, and Transamerica ALPHA.

Joseph Diorio is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Truist Investment Services, Suntrust Advisory Services, BB&T Securities, Wells Fargo Clearing, and other firms. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and a range of third-party platform partnerships.

Mary Mc Cullagh is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds the Series 66 designation and has worked exclusively at Janney Montgomery Scott since 2016. 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 plans, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

John Paul Bradley is a CFP® with 16 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held prior roles at Wells Fargo Bank, NA, Wells Fargo Clearing, and PNC Investments LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies, supported by educational content and specialized client programs.

Jessica Landreth is a financial advisor with Citizens Securities, Inc. and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including six years at CCO Investment Services Corp. Prior to her current role beginning in 2020, she worked with Citizens Securities. Outside of advising, she sells hand-made knitwear online under the name Garden to Ewe. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides digital advisory portfolios managed with proprietary algorithms as well as traditional managed accounts.

Sean Bergin is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Morgan Stanley Private Bank, N.A. and Bergin & Co., LLC. Bergin is a partner in Ironview Equity Partners, a private equity fund of funds. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and consolidated investment platform, combining discretionary and non-discretionary solutions across asset classes.

Stephen Ryan is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 1994. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options supported by third-party asset manager relationships.