Philip Morgan Jr. is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 34 years of industry experience. He has worked at Kestra Advisory since 2016 and has been involved with Kestra Investment Services and Principal Life Insurance Co. since 2004. Morgan is also the owner of Drake, Lehner & Morgan, LLC, through which he engages in registered representative activities and insurance services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions.

Robert Sander is a financial advisor at Janney Montgomery Scott with over 41 years of industry experience. He has been with Janney Montgomery Scott since 1984 and holds the Series 63 designation. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory services.

Michael Stanley is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He has held positions at Morgan Stanley, Morgan Stanley Smith Barney, and Merrill. Stanley holds Series 63 and Series 66 licenses and is based in Philadelphia, PA. Janney Montgomery Scott LLC is a large 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 wrap programs and integrated asset management.

Daniel Drabkin is a financial advisor with VALIC Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and bringing 24 years of industry experience. He has been with VALIC Financial Advisors since 2004 and also works with Agia. Outside of his advisory role, he is an investor in franchise businesses that teach coding to children and serves as treasurer and board member for Congregation Sons of Israel, where he leads the finance committee. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Edward Blumenthal is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 1996. Blumenthal is a member of the Philadelphia Estate Planning Council, participating in educational and networking activities related to estate planning. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory programs with a mix of in-house and third-party portfolio management.

Koby Degenhardt is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining Hornor, Townsend & Kent, he attended Northeastern University and worked at The Haverford School. 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 SEC-registered advisory and broker-dealer services to provide custody, execution, and brokerage capabilities alongside investment advice.

Alexis Cain is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 designation and eight years of industry experience. She has been with Lincoln Investment and its affiliated entities since 2016. Outside of her advisory role, she is involved with Retro Fitness of Fairless Hills. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and participants in 403(b) and 457(b) programs. The firm offers comprehensive financial planning and portfolio management solutions supported by an in-house Investment Management & Research team and a multi-layered advisor network.

Christopher Caradec is a financial advisor at Mariner with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce Fenner & Smith Incorporated for 14 years. Caradec is based in Fort Washington, Pennsylvania. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers to implement customized portfolios.

Josiah Nicely is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, LPL (Prudential), Boyertown Brickworks, Moody's Corp, Tyto Athene, and Flexential Corp. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and approved model strategies managed internally or by third parties.

Mary Cromleigh is a financial advisor at Hornor, Townsend & Kent, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill and Morgan Stanley. Cromleigh has been with Hornor, Townsend & Kent since 2018. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and oversees both discretionary and non-discretionary accounts through third-party asset manager relationships.

Matthew Hausmann is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining Lincoln Investment in 2017, he spent 13 years at Legend Equities Corporation. Outside of his advisory role, he prepares taxes for clients and acts as a selling advisor for Medicaid compliant annuities in a separate capacity. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of services such as financial planning, portfolio management, and access to third-party managers, supported by an in-house investment management and research team that develops strategic model portfolios and adaptive strategies.

Batia Praizner is a financial advisor with Oppenheimer, holding Series 63 and Series 65 registrations and possessing 35 years of industry experience. She has been with Oppenheimer since 2002. Outside of her advisory role, she serves as the executor of her mother's estate, which is currently in the process of liquidation. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and uses both discretionary and non-discretionary investment approaches across equity, balanced, and fixed-income portfolios.

Jeremy Levinn is a CFP® with 19 years of industry experience. He is currently an advisor at Farther, joining the firm in 2024 after 12 years at Financial Life Focus, LLC and eight years at Altfest Personal Wealth Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models and algorithmic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income, with supplemental AI tools integrated under internal oversight.

Aized Gill is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience, including 11 years at his current firm. He holds the Series 63 and Series 65 designations. Gill serves as a board member of Friends of PEB, where he contributes to decisions on allocating funds to nonprofit projects overseas. 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 operates a digital advisory program using proprietary algorithms as well as a managed account program, and it is wholly owned by Citizens Bank, N.A.

Robert Rosema is a financial advisor with Janney Montgomery Scott in Philadelphia, holding a Series 66 designation and eight years of industry experience. Prior to joining Janney Montgomery Scott in 2025, he worked at JP Morgan Chase Bank and Merrill Lynch among other firms. Outside of his advisory role, he is employed as a lead club fitter with TaylorMade Golf Company, assisting players with custom-built golf clubs. 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, offering brokerage services, financial planning, and advisory programs supported by a mix of in-house and third-party portfolio management.

Daniel Moore is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Securities and related entities since 2017, as well as at PNC Investments LLC and PNC Bank from 2012 to 2017. Outside of his advisory role, Moore has participated as a bartender for fundraiser events with the Knights of Columbus nonprofit organization. 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 solutions include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Redmond Tudos is a financial advisor at Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Wells Fargo from 2000 to 2022. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm delivers research and model guidance without exercising investment discretion or holding custody of client assets.

Kathleen Zelenka is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2018, previously spending six years at Stifel Nicolaus & Co Inc. Outside of her advisory role, she serves as a board member for the Cedar Hollow Condominium Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Alan Cohen is an investment advisor representative with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments, Inc., holding Series 63 and Series 65 licenses. He has 41 years of industry experience with prior roles at Wells Fargo Advisors, RBC Capital Markets, and Morgan Stanley. Cohen is also involved in providing fixed insurance and annuity advice and operates a related sole proprietorship focusing on fixed insurance production. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios using a variety of investment vehicles and offers integrated operational tools and affiliated sub-advisory arrangements.

Minh Lu is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing and TIAA-CREF. Outside of finance, he is involved with Phillytings, LLC, a clothing apparel business where he is a signer and owner. Citizens Securities serves a diverse retail client base with investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program using proprietary algorithms alongside managed account options and operates as both a broker-dealer and insurance agency.