Susan Reid is a financial advisor with PNC Wealth Management in Lansdale, PA, holding a Series 66 designation and 25 years of industry experience. She has been with PNC Investments LLC since 2014. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and implements investments with mutual funds and ETFs.

Karis Sherbert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. Prior to joining Commonwealth, Karis worked at Sims Financial Services and Health Insurance Solutions, and earlier in a non-financial role at Starbucks. Outside of advising, Karis has worked as a driver for DoorDash. 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 and services, including discretionary model portfolios and personalized investment solutions, supported by a comprehensive back-office platform.

Deborah Yurchak is a financial advisor at Kestra Advisory Services with 26 years of industry experience. She holds a Series 63 designation and has worked at firms including LPL Financial, Beacon Financial Services, and Minnesota Life Insurance. 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 services, plan design, and investment solutions supported by due diligence, serving approximately $79.8 billion in assets under management.

Brandon May is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding the ChFC® and Series 66 designations with 16 years of industry experience. He has been with Citizens Securities since 2014. Outside of his advisory role, he serves as power of attorney for his parents. 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 a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Michael Reeves is a financial advisor at Mariner with a Series 65 credential. He has been with Mariner since 2023, following his studies at the University of Delaware and prior work at Bishop Shanahan High School. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing services such as investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax and accounting capabilities as well as financial wellness tools for employer clients.

Nicholas Leighton is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He has held positions at Finra and The Vanguard Group before joining Hornor, Townsend & Kent in 2019. He holds Series 63 and Series 66 designations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates with both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Michael Defillipo is a ChFC® credentialed financial advisor with 19 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2016 and also works with Penn Mutual Life Insurance Company. He serves on the board of the Philadelphia Estate Planning Council and the nonprofit Living Beyond Breast Cancer, contributing to their organizational guidance and communications. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing over $8 billion in discretionary assets and providing customizable investment strategies through third-party asset managers.

Melanie Brassell is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at GWFS Equities, Inc. and Prudential Investment Management Services. Outside of her advisory role, she has served as a substitute teacher in Pennsylvania. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Kristen Donato is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds Series 65 and Series 63 credentials and has worked previously at Morgan Stanley Smith Barney LLC and Ironview Capital Management LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Kevin Gaines is a CFP® with over 32 years of experience in the financial services industry. He is affiliated with Private Advisor Group, LLC and has worked at Triad Advisors, Inc. and American Financial Group, Ltd. Mr. Gaines co-hosts the podcast Take Back Retirement, which focuses on retirement advice for women. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while often working with third-party managers and TAMPs.

Eric Rhoads is a financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Distributors and State Farm. Outside of advising, he works part-time in retail stocking shelves at a grocery store. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets.

Karen Rossi is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has held roles at Hornor Townsend & Kent Inc since 2018 and has previous experience with Penn Mutual Life Insurance Company and Mass Mutual. Outside of her advisory work, Rossi serves as an elected officer on her local homeowners association board and has worked as a substitute for the Board of Elections in New Jersey. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and utilizes third-party asset managers in both discretionary and non-discretionary account structures.

Beka Kervalishvili is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A., Merrill, and AT&T Inc. before joining Citizens Securities in 2025. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory platform and a Managed Account program.

Roy Blumberg is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at Private Advisor Group since 2012 and has prior experience with LPL Financial, Janney Montgomery Scott, and Intl Advisory Consultants Inc. He operates a registered investment advisory business under the DBA Horatio Street Wealth Management. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers both discretionary and non-discretionary management, utilizing a fiduciary-based model that incorporates proprietary and third-party investment solutions.

Christopher Houchins is a financial advisor at Oppenheimer with 15 years of industry experience. He has held his current role since 2017 and previously worked at Stifel Nicolas from 2015 to 2017. He holds Series 63 and Series 66 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and investment services on both discretionary and non-discretionary bases, covering equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation and manager selection.

Kieran O Donnell is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation. He began his advisory career in 2024 and previously worked in education at multiple institutions including West Chester University and the University of Scranton. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Brett Cole is a CFP® with 34 years of experience in financial planning and investment advisory services. He is currently affiliated with Kestra Advisory and has held roles at Kestra Investment Services, Tycor Benefit Administrators, and Tycor Asset Management since 2007. He operates out of Wayne, PA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design and compliance testing, plan-level investment advice, and manages various third-party platforms and pooled plan solutions.

Elijah Haber is a financial advisor with Hornor, Townsend & Kent, LLC in Conshohocken, PA, holding Series 66 and Series 63 licenses and three years of industry experience. He has previously worked at Tusk Wealth Management and Integrity Affiliates. Prior to his advisory roles, he held various positions in the hospitality industry. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and manages a multi-billion-dollar asset portfolio with both discretionary and non-discretionary account options.

Michael Hassell, Jr is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. His background includes multiple periods as a student prior to beginning his advisory role at Janney. 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 multiple advisory programs.

James Nesbitt is a financial advisor with Commonwealth Financial Network in Berwyn, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes prior roles at Legacy Planning Partners, Securian Financial Services, Minnesota Life Insurance Company, and Kistler, Tiffany, Sterling Benefits. Nesbitt is also the owner of JKN Consulting, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.