Matthew Laudadio is a financial advisor at Principal Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at Laudadio Wealth Management Group and FAODV since 2021, with prior roles at Principal Life Insurance Co and Principal Securities Inc beginning in 2020. His other business activities include serving as an insurance agent specializing in life, long-term care, disability, annuities, group benefits, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Trevor Conlon is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and WSFS Investments. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke allocations and proprietary algorithmic models with automatic rebalancing.

George Papanier is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He previously worked at Lion Street Financial and AXG Advisors, where he is also an owner and handles business development. In addition to his advisory role, he owns Flagler Insurance Partners, LLC, which provides insurance coverage primarily in Florida. Integrity Alliance serves a broad client base including individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a variety of advisory programs through multiple platforms and investment approaches.

Christina Forst is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 credentials and bringing five years of industry experience. Her prior roles include positions at eMoney Advisor LLC and J.G. Wentworth. She is an active shareholder in Lincoln Investment Holding Group Inc., participating in quarterly committee meetings to prepare shareholder reports. Lincoln Investment is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house investment management team to construct strategic model portfolios and offers a range of financial planning and portfolio management services through both advisor-led and firm-managed solutions.

Geoffrey Smith is a financial advisor at Hornor, Townsend & Kent, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Kestra Advisory, Kestra Investment Services, Capital One Financial Advisors, and Chase Investment Services. Outside of his advisory role, he owns and operates businesses related to lacrosse, including manufacturing equipment and coaching youth teams in Central Texas. 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 provides both advisory and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.

Tyler Dempsey is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2021, with prior experience at JP Morgan and Equitable Advisors. 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, and charitable and municipal organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Jeffrey Lazarus is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has previously worked at Wells Fargo Clearing and Raymond James Financial Services. Lazarus is also the proprietor and founder of Bella LLC, which holds a patent for a wallet. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Robert Gregory is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at PNC Bank and Eddie Bauer. Outside of finance, he is the founder of Philly Plant Dads, LLC. Orion Portfolio Solutions primarily serves independent advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven investment solutions and technology-enabled services, managing approximately $64.8 billion in assets across nearly 198 advisors and over 185,000 client relationships.

Blake Szymanski is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hornor, Townsend & Kent since 2021. His prior experience includes roles with Penn Mutual Life Insurance Company and Golf Cars, Inc. He is also involved in life insurance brokerage activities through related entities. 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 as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing clients with custody, execution, brokerage capabilities, and access to third-party asset managers.

Mark Clark is a financial advisor with VOYA Financial Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including multiple tenures at Voya Financial Advisors dating back to 2014. Outside of advisory work, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, third-party money manager access, and retirement-plan advisory services delivered through a large network of representatives and a diverse product offering.

Robert Gerraputa is a financial advisor at Hornor, Townsend & Kent, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at LPL Financial, Edward Jones, and Joseph Gunnar & Co., LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, overseeing both discretionary and non-discretionary accounts with a network of third-party asset managers.

Corey Cahill is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2022. He previously worked at Edward Jones and has experience in both the financial and hospitality sectors. Cahill is a member of the Rotary Club of West Chester and the Greater West Chester Chamber of Commerce. 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, and institutional clients, offering brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.

Marco De Freitas is a financial advisor at Hightower Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Vanguard Marketing Corporation, THE Vanguard Group, Inc., and TD Ameritrade. He serves as board treasurer for Stillirun.org, a nonprofit focused on mental health through running. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to alternative investments and custom indexing.

Harry Hannigan is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Janney Montgomery Scott LLC since 2003. 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.

Joseph Tortis Jr. is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Wealth and Income Solutions, having previously worked at MML Investors Services, Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he is the owner and captain of a fishing charter business in Marlton, NJ. 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, wealth management services, and retirement plan consulting, supporting advisors with operations, trading, technology, investment management, and compliance.

Jessica England is a financial advisor at Citizens Securities, Inc. with Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at Fidelity Investments and Ring Bros Marketplace. Outside of her advisory work, she has experience with nonprofit and educational organizations such as the Jewish Community Center Camp Grossman and Boston College. Citizens Securities serves a diverse retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides ETF-based portfolio management through its digital advisory program and manages both discretionary and non-discretionary accounts.

Charles Wisner III is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alden Investment Group, Wells Fargo Clearing, and RBC Capital Markets. 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 wide range of clients including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Albert Angelos is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Janney Montgomery Scott and Wells Fargo Clearing. He works concurrently with LPL Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions including its proprietary WealthSuite. The firm’s fiduciary-based advisory model combines client goal assessment with access to various strategists and technology platforms to implement a range of investment strategies.

Sean Allen is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing for nine years before a brief retirement. Outside of his advisory role, he serves as Strategy Committee Chair at Germantown Cricket Club, where he helps plan and facilitate scheduled club improvements. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and emphasizes non-discretionary model selection with a range of wrap-fee programs and affiliated insurance products.

Norah Evans is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2018, with prior roles at Santander Securities and HSBC Bank USA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized investment strategies.