Jeniece Mc Clary is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. She serves as treasurer and board member for Programs for Parents, a charitable organization focused on fundraising efforts. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory platform includes a digital advisory program partnered with SigFig and a Managed Account program, operating alongside its broker-dealer and insurance activities.

Jon Walton is a CFP® professional with 42 years of industry experience, currently affiliated with Commonwealth Financial Network since 2008. He is also the founding partner and CEO of Independence Wealth Advisors, Inc., a role he has held since 2007. Outside of his advisory work, he is involved in car collecting and trading as a sole proprietor. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services including wealth management and retirement plan consulting. The firm offers its advisors access to diverse investment products and discretionary model portfolios managed by its in-house Investment Management and Research team.

John Kemmerer is a financial advisor at Sequoia Financial Group, L.L.C. with 20 years of industry experience. He holds the Series 66 designation and has worked at Sequoia Financial Group since 2023, as well as at Zeke Capital Advisors, LLC since 2008. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model allocations, custom accounts, and third-party manager oversight, supported by an Investment Policy Committee and extensive research resources.

Alan Fishman is a CFP® with 33 years of industry experience, currently serving at Equity Services, Inc. since 1992. He holds Series 63 and has worked concurrently with National Life throughout his career. Outside of financial advising, he serves on the Special Funds Committee of Or Ami Synagogue, assisting in the oversight of endowment withdrawals and investment education for the board. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management for individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms that often utilize third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Stefen Blasingame is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates, Clear Path Wealth Advisors LLC, Boston Harbor Wealth Advisors, and Edward Jones. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

Michael Bertotti is a financial advisor with PNC Wealth Management holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account that uses algorithmic risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

James Butler is a CFP® and ChFC® with 41 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Marcum Wealth, LLC, FourFront Advisors, LLC, and Commonwealth Financial Network. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Evan Salter is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Cordasco Financial Network, Inc. and Cordasco Financial Network, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and specialized strategies.

Joseph Salehi is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, Citigroup, and Santander Securities. 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 utilizing ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency under its parent company, Citizens Bank, N.A.

Michael Siebecker is a financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Hornor, Townsend & Kent since 2007, with a brief tenure at Coastal Equities, Inc. in 2017. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight. The firm manages a significant portion of assets on a non-discretionary basis and offers a range of investment and retirement plan consulting services.

Kevin Mcgarvey is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining TD Private Client Wealth LLC, he worked at Bank of America for 13 years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers a range of portfolio management options utilizing both affiliated and third-party sub-managers, with a focus on strategic and tactical asset allocation.

Paulette Callas is a financial advisor with Truist Advisory Services and holds the Series 66 designation. She has seven years of industry experience, including prior roles at Merrill and Wells Fargo Bank. She is currently based in King of Prussia, PA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment approach.

Thomas Landy is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2012. In addition to his advisory role, he is involved in retirement plan consulting and insurance brokerage through his work with 1847 Wealth Advocate. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis. The firm provides financial planning, consulting, and retirement plan services, utilizing third-party asset manager platforms and emphasizing client-directed implementation and oversight.

Ronald Wenrich Jr. is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at GWN Securities since 2008 and has also been affiliated with Mass Mutual Financial Group since 2004. Outside of his primary advisory role, he is involved in activities related to life insurance needs assessment and pension option evaluations. 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 over 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Jack Forlenza is a financial advisor at Citizens Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America and Capital One Financial Advisors. 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 offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Dean Brewington is a financial advisor with PNC Wealth Management in Exton, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with PNC Investments since 2016, including roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an employee-only digital discretionary model account that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

Phyllis Petrillo is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Citizens Bank, ISI, Inc., NYLIFE Securities LLC, New York Life Insurance Co, and CCO Investment Services Corp. 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 offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Michael Hassell is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 31 years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, and extensive tenure within Janney Montgomery Scott. 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 a range of brokerage, financial planning, and advisory services through multiple portfolio management strategies and centralized client support.

Randall Hartzel is a financial professional with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is involved in the sale of long-term care insurance and fixed annuities. 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 offers a range of managed-account programs and employs both traditional asset-allocation and legacy market-timing and momentum-based strategies.

Devon Daniels is a financial advisor at Creative Planning with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Creative Planning in 2023, he was with Daniels + Tansey, LLP for 16 years. Outside of his advisory role, he serves as president of Daniels & Daniels, Inc., an insurance brokerage. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process with a focus on low-cost indexing and buy-and-hold strategies, supported by a broad team and integrated investment infrastructure.