Tara Cylcewski is a financial advisor with Creative Planning, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at APW Capital, Kistler-Tiffany Advisors, and AXA Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while managing approximately $295.6 billion in client assets.

Patricia Picardi is a financial advisor at Guardian Life with the designations ChFC® and Series 63, and 41 years of industry experience. She has worked with Guardian Life and Park Avenue Securities since 2002. Outside of her advisory role, she is involved in insurance services beyond Guardian and manages a family revocable trust. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Robert Barton Jr. is a financial advisor with GWN Securities Inc. in Bloomsburg, PA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with GWN Securities since 2004. Outside of advisory work, he occasionally quotes and places life insurance for clients. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment approaches including legacy market-timing and momentum strategies.

Shawn Anderson is a financial advisor at GWN Securities Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with GWN Securities since 2010. Outside of his advisory role, he also provides life insurance and long-term care services to existing clients. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Timothy Joseph is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Wisdom Planning, LLC, Andrew Garrett, Inc., and Cordasco Financial Network, LLC. In addition to his advisory role, he provides professional tax preparation services on a seasonal basis. Mercer Global Advisors offers investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management strategies.

Anthony Sergio Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has been with Hornor, Townsend & Kent Inc. and Penn Mutual Life Insurance Co. since 2016. He serves as a board member of the Misericordia University Alumni Association and is involved in multiple insurance and financial services businesses, including ownership interests in related firms. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs, financial planning, and retirement consulting services. The firm combines advisory and broker-dealer capabilities with a network of advisers and third-party asset manager relationships to provide tailored investment strategies and supervision.

Lawrence Greenberg is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC and Northwestern Mutual. Greenberg serves as a board member at large for the Pennsylvania Film Industry Association and is CEO of Cage Free Projects, a filmmaking and creative consulting business. He is also vice chairman of the New Hope Planning Commission, a nonprofit community planning organization. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program featuring ETF-based portfolios managed through proprietary algorithms, alongside commission-based brokerage and other non-discretionary services.

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 joined Citizens Securities in 2017 after working at PNC Investments LLC from 2016 to 2017. 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 utilizes a digital advisory platform with ETF-based portfolios and proprietary algorithms, in addition to commission-based brokerage and other non-discretionary business.

Scott West is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2018, with prior roles at Ameriprise Financial Services, Inc., Foreside Fund Services, LLC, and Acess Distribution Partners, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education, utilizing proprietary software and oversight from Morningstar Investment Management to guide asset allocation and retirement planning.

Michael Mckeever is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He has been with Citizens Securities since 2002 and holds Series 63 and Series 65 licenses. 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, brokerage, and insurance services, including a digital advisory program and a Managed Account program, and is wholly owned by Citizens Bank, N.A.

Danine Mueller is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Commonwealth since 2014 and also operates Sims Financial Services, LLC. Additionally, she is the sole member and owner of Certified Divorce Specialists, LLC, a firm focused on divorce planning. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers extensive operational and investment support, including discretionary model portfolios and customizable program structures.

Kirk Stensrud is a CFP® certificant with 28 years of experience in the financial services industry. He is currently with Janney Montgomery Scott and previously worked for Wells Fargo Clearing and Wells Fargo Advisors. He serves on the finance committee of St. Luke Evangelist Church in Glenside, PA. 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, financial planning, and advisory services through multiple programs and a combination of in-house and third-party portfolio management.

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.

Christina Mcginn is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. She holds the Series 63 designation and has worked at Janney Montgomery Scott since 2019, following a 13-year tenure at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm provides services to a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.

Brian Sykes is a CFP® and ChFC® with 22 years of experience in financial services. He is currently with Primerica Advisors and has held positions at Park Avenue Securities and Guardian Life Insurance Company since 2003. Outside of his advisory role, he is the founder of Founding Capital, LLC. Primerica Advisors serves a diverse retail client base, providing both brokerage and fee-based advisory services along with financial planning and retirement consulting. The firm offers a range of investment programs utilizing proprietary and third-party strategies, supporting various account types and lending solutions.

Conor Staples is a financial advisor at Janney Montgomery Scott with a Series 66 credential and three years of industry experience. He is also a board member and secretary of the Spring-Ford Chamber of Commerce in Limerick, PA. 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 individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, and advisory programs.

Margaret Hardesty is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. She holds a Series 63 designation and has been with Janney since 2009. Outside of her advisory work, she serves on the Board of Trustees and Finance sub-Committee for the Willistown Conservation Trust, a nonprofit focused on land conservation and education. 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, estates, and corporate clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

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.

Reed Hoover is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has been with Janney Montgomery Scott since 2010 and previously worked at Urban Outfitters/Terrain for one year. 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 municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

David Minarcik is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has worked at Commonwealth since 2017 and previously held roles at Legacy Planning Partners, Securian Financial Services, and Minnesota Life Insurance Co. Minarcik is also the owner of DPMM Consulting, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.