James Flaherty is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. He joined Janney Montgomery Scott in 2026. 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Sean Mcaneney is a financial advisor at Oppenheimer with 11 years of industry experience. He has been with Oppenheimer since 2018 and previously worked at Voya Financial Advisors. He holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, with an emphasis on both discretionary and non-discretionary management.

Timothy Hewitt is a CFP® with 20 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes three years with Wiley Group. Outside of his advisory role, he is involved in real estate through multiple managing member positions and volunteers preparing tax returns for low-income families. He also serves on the board of the Philadelphia Tri-State chapter of the Financial Planning Association and participates on a committee for the National Association of Estate Planners & Councils. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment approach combining passive and active management with oversight by an internal Investment Committee.

Kyle Comerford is a CFP® professional with five years of industry experience, currently advising at Rockefeller Financial LLC. His work history includes positions at Merrill and Bank of America before joining Rockefeller, where he has been since 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and offers a consolidated investment platform featuring discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Colin Shannon is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services, MassMutual Life Insurance, and Equitable Advisors. Outside of his advisory role, he serves as an assistant wrestling coach at Central Bucks East High School. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning options, employing both discretionary portfolio management and model-based allocations. The firm utilizes market-timing and momentum-based strategies alongside a mix of affiliated and unaffiliated sub-advisers.

Jonathan Harvey is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott for a combined total of 24 years since 2002. 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 sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party managers.

Nancy Guynn is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and 22 years of industry experience. She has been with Hornor, Townsend & Kent since 2015. Outside of her advisory role, she serves on the finance committee of St. Genevieve School, where she reviews the school budget to assist with tuition planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, brokerage services, and a range of advisory platform options.

Jared Bazewicz is a financial advisor with Citizens Securities, Inc. in Wayne, PA, holding Series 63 and Series 65 credentials and with 19 years of industry experience. His career includes multiple roles within Citizens Bank and Citizens Securities dating back to 2010, as well as seven years at CCO Investment Services Corp. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, providing investment advisory programs alongside brokerage and insurance services. The firm offers a digital advisory platform using proprietary algorithms for ETF-based portfolios and maintains a managed account program, operating as both a broker-dealer and insurance agency.

Lawrence Yerkees is a financial advisor at Oppenheimer with 42 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Oppenheimer since 1992. Outside of his advisory work, he serves as a trustee for a family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory approaches.

Matthew Dipuppo is a CFP® professional with 12 years of industry experience, currently affiliated with Principal Financial Services. He has worked at Kodiak Wealth Management since 2017 and has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he serves on the West Conshohocken Planning Commission and the West Conshohocken Zoning Board, both unpaid community positions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Bryce Sisko is a financial professional at GWN Securities Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses, and his prior roles include positions at Northwestern Mutual and Planet Fitness. GWN Securities serves individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm uses a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies alongside model-based asset allocation.

Joel Freedman is a Certified Financial Planner® with 42 years of experience in the financial services industry. He currently works at Sanctuary Advisors, LLC and has held previous positions at Morgan Stanley and Wells Fargo Clearing. Freedman serves on the boards of multiple nonprofit organizations, including the Jewish Federation of Greater Philadelphia and Judith Creed Homes for Adult Independence. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a large network of independent investment adviser representatives. The firm offers a variety of managed account solutions and employs multiple analytical approaches, operating as a fiduciary under written advisory agreements.

Adam Boyer is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 21 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company dating back to 2007. Outside of his advisory work, he is involved with USAFrance Services, LLC, a non-investment-related business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary and third-party programs along with integrated lending options and insurance products through its connection with Guardian Life.

Christopher King is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial LLC and M&T Bank. Outside of his advisory work, he has held roles in educational institutions and gig economy services. 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 a dual SEC-registered advisory and broker-dealer platform and reported approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Jeniece Mc Clary is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Bank of America, Merrill, and Northwestern Mutual. She serves as Treasurer and Board Member for the charitable organization Programs for Parents, assisting with fundraising efforts. Citizens Securities serves a wide retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency with a range of investment solutions.

Bo Hoffman is an advisor with Bankers Life Advisory Services, Inc. holding a Series 66 credential and has one year of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., as well as positions outside the financial industry such as at DoorDash and Maggio's Restaurant. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with both wrap and non-wrap program options.

Thomas Corcimiglia is a CFP® professional with 28 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a high school golf coach at Delaware County Christian School. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that utilizes multiple investment strategies and technology platforms, often implementing advice through third-party managers and tactical asset management programs.

Robert Quittner Jr. is a CFP® professional with 20 years of industry experience, currently serving at Brookstone Capital Management LLC since 2019. Prior to this, he worked for Lincoln Financial Advisors Corp from 2009 to 2019. Outside of his advisory role, he is co-owner and agent at Brooks-Quittner Employee Benefits & Planning Group, offering various insurance products including accident, health, disability, and traditional life insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through model portfolios and various managed account strategies.

Stefen Blasingame is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions 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 with a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody and execution capabilities.

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.