Bryan Eberly is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include work at Hartford Funds Distributors and ongoing service in the United States Marine Corps Reserve. He serves as a board member of the Jordan Baumeister Scholarship Foundation, a nonprofit providing scholarships to students at the Haverford School. Janney Montgomery Scott is a large firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm provides a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Arnold Carnevale Jr. is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2012. 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, offering brokerage services, financial planning, and advisory programs.

Davis Long is a Series 66 licensed financial advisor with Kestra Advisory, based in Wilmington, Delaware. He has three years of industry experience, including prior roles at The Vanguard Group and experience as a contact person for DoorDash. In addition to his advisory work, he provides comprehensive financial planning and advice through MidAtlantic Retirement Planning Specialists. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Lauren Coalson is a financial advisor with Janney Montgomery Scott in Wilmington, DE, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Janney in 2026, she worked at Citizens Securities, Inc. for three years. Outside of her advisory roles, she has been involved with SoDel Concepts and Champs Downtown, reflecting a background that includes experience in other business ventures. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers and centralized client service capabilities.

Robert Orbin Jr. is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and Mauch Chunk Trust Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs and brokerage and insurance services, including a digital advisory program and managed account solutions.

Sean Menickella is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Kestra, he worked with Beacon Financial Services, Inc. and LPL Financial, LLC, and he has held roles involving wealth management and retirement plan services, including overseeing sales and service teams. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a broad range of clients including large institutional investors and sovereign wealth funds.

Willem Hotham is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at LPL Financial LLC, Gardner Business Media, Gartner Inc., and High Point University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers managed account solutions through proprietary platforms and third-party managers.

Cara Archer is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations. She has five years of industry experience and has been with Eagle Strategies for one year. Prior to this, she held roles at NYLIFE Securities LLC and New York Life Insurance Co, and she has experience managing a pet care business. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Christopher Nowell is a financial advisor with Mariner, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Avantax Investment Services, and Cetera Wealth Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both internal research and third-party managers, with an emphasis on integrated tax and accounting services uncommon in large advisory enterprises.

Fang Yu Lin is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked for HSBC Securities (USA) Inc. for 10 years before joining Citizens Securities in 2022. 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 solutions include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Ricardo Reyes is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, Merrill, and National Securities Corp. 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 offerings include a digital advisory program and a managed account program, with discretionary portfolio management and tax-loss harvesting features.

Eric Kuester is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America, PRUCO Securities, and Guardian Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Lisa Littles is a financial advisor at &Partners with Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as the executor for the estate of Lorraine Ragin. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary strategies. The firm employs a blend of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party model portfolios and strategies.

Mohamedali Asous is a financial advisor at Citizens Securities, Inc. He holds the Series 63 and Series 66 designations and has 11 years of industry experience. Prior to joining Citizens Securities in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he spent over a decade. 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 provides a digital advisory program using proprietary algorithms and managed account solutions, and operates as a broker-dealer and insurance agency.

Betsy Costanza is a financial professional with GWN Securities Inc. in Bloomsburg, PA, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with GWN Securities since 2020 and also works as an insurance agent, offering life insurance and annuity products. Additionally, she has a longstanding role with Barton Varsity (Kades-Margolis) since 2013. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Gregg Holgate is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 28 years of industry experience. His prior firms include Lincoln Financial Advisors and VOYA Financial Advisors. He has also been involved with the Philadelphia Union Foundation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. The firm uses portfolio construction and oversight powered by Morningstar Investment Management and operates at scale with more than 300 advisors and over 200,000 clients.

William Holmes is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 1998 and also operates an insurance brokerage under the Holmes Group. Holmes participates in a professional networking group with fellow partners to exchange ideas beneficial to clients. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory services with broker-dealer capabilities, offering a range of investment options and third-party asset manager relationships under a supervisory framework.

David Wilcox is a financial advisor at Citizens Securities, Inc. with 25 years of experience in the industry. He holds Series 63 and Series 65 licenses and previously worked at HSBC Bank USA, N.A. and HSBC SECURITIES (USA) Inc. from 2013 to 2024. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes both algorithm-driven digital portfolios and managed account programs.

Jeffrey Detwiler is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Citizens Securities since 2016. 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 provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Jessica Miller is a financial advisor with TIAA-CREF in Radnor, PA, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model separating one-time planning from ongoing portfolio management and manages donor-advised funds while using affiliated investment products within its vertically integrated structure.