Thomas Martorana Jr. is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he is involved with Walnut Hill Investments, LLC. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and various advisory programs.

Tyrone Mc Clain is a Chartered Financial Consultant (ChFC®) with 24 years of industry experience, currently with Janney Montgomery Scott where he has worked since 2017 in two separate periods. His prior roles include positions at Merrill Lynch and Northwestern Mutual Investment Services LLC. Outside of finance, he owns and operates an online dropshipping business. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

Matthew Cunningham is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he is a licensed insurance agent advising clients on life insurance and annuities. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a blend of affiliated and unaffiliated sub-advisers and incorporates tactical, market-timing strategies alongside traditional portfolio approaches.

Nita Amin is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. She has been with Citizens Securities since 2002. 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 both a digital advisory platform and a managed account program, and is wholly owned by Citizens Bank, N.A.

James Wiley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior experience includes ten years at Purshe Kaplan Sterling Investments, Inc., and he is also the author of a personal finance book published through Live Your Vision, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Robert Filipone is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Chester Valley Golf Club and Kennett Square Golf and Country Club. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms.

Brian Fleming is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding a Series 63 designation and 39 years of industry experience. He has been with Janney Montgomery Scott since 2009. Fleming serves on the finance committee of St John Neumann Parish and is a board member of Camino Farms, both nonprofit organizations where he provides financial oversight and planning. Janney Montgomery Scott 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.

Kyle Hahn is a financial advisor with Orion Portfolio Solutions, LLC, holding the PFS™ designation and Series 65 license. He has six years of experience with Orion Advisor Technology and Orion Portfolio Solutions, and three years with SEI Investments. Prior to his industry career, he spent four years at Shippensburg University. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions, supporting approximately 198 advisors and more than 185,000 client relationships with about $64.8 billion in assets under administration.

Stephanie McCullough is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes long-term roles at American Financial Management Group, Triad Advisors, and IFG/Russell Advisors. Outside of investment advising, she creates online courses and workshops focused on wealth management for women and co-hosts "Take Back Retirement," a podcast offering retirement advice for women. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both in-house and third-party managers and technology platforms to deliver a range of investment strategies.

Barry Phillips is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Media, PA, holding Series 63 and Series 65 registrations and possessing seven years of industry experience. His prior roles include positions at National Life Group, Knights of Columbus Asset Advisors LLC, and Lincoln Investment Planning, LLC. Phillips is also involved in insurance-related business activities outside of his advisory work. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm is dually registered as a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments.

Bryan Eberly is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include work at Hartford Funds Distributors and ongoing service in the United States Marine Corps Reserve. He serves as a board member of the Jordan Baumeister Scholarship Foundation, a nonprofit providing scholarships to students at the Haverford School. Janney Montgomery Scott is a large firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm provides a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Arnold Carnevale Jr. is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2012. 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 advisory programs.

Robert Orbin Jr. is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Cetera, Mauch Chunk Trust Company, and Allstate 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 provides a digital advisory program with ETF-based portfolios alongside commission-based brokerage and other non-discretionary services.

Sean Menickella is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Kestra, he worked with Beacon Financial Services, Inc. and LPL Financial, LLC, and he has held roles involving wealth management and retirement plan services, including overseeing sales and service teams. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a broad range of clients including large institutional investors and sovereign wealth funds.

Willem Hotham is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at LPL Financial LLC, Gardner Business Media, Gartner Inc., and High Point University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers managed account solutions through proprietary platforms and third-party managers.

Cara Archer is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations. She has five years of industry experience and has been with Eagle Strategies for one year. Prior to this, she held roles at NYLIFE Securities LLC and New York Life Insurance Co, and she has experience managing a pet care business. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Christopher Nowell is a financial advisor with Mariner, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Avantax Investment Services, and Cetera Wealth Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both internal research and third-party managers, with an emphasis on integrated tax and accounting services uncommon in large advisory enterprises.

Fang Yu Lin is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked for HSBC Securities (USA) Inc. for 10 years before joining Citizens Securities in 2022. 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 solutions include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Ricardo Reyes is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, Merrill, and National Securities Corp. 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 offerings include a digital advisory program and a managed account program, with discretionary portfolio management and tax-loss harvesting features.

Eric Kuester is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America, PRUCO Securities, and Guardian Life Insurance Company. 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 broker-dealer services with investment advice and managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.