David Webb is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1993. Webb holds Series 63 and Series 65 licenses. 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, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Matthew Panarese is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wilmington Trust and Rockefeller Capital Management. 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 offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across various asset classes.

Sidney Gosser is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1983 and holds a Series 63 designation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Zachary Walker is a financial advisor at Hightower Advisors with five years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at The Vanguard Group for four years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing multi-manager solutions and proprietary research to offer customized portfolio management, financial planning, and retirement consulting.

Robert Gelsher is a CFP® with 30 years of industry experience and has been with Janney Montgomery Scott LLC since 1997. He serves as a trustee for the Jewish Federation of Greater Philadelphia. Janney Montgomery Scott is a large, dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele and offers a range of brokerage, financial planning, consulting, and advisory services.

Mark Jones is a financial advisor at Hornor, Townsend & Kent, LLC with 22 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at M Holdings Securities, Axa Advisors, and LPL Financial. Outside of advising, he is involved in insurance brokerage focusing on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, brokerage, and investment advice with third-party asset manager relationships and discretionary and non-discretionary account options.

Katherine Ettingoff is a financial advisor at J. W. Cole Advisors, Inc. in Wayne, PA, with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2019. J. W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions, utilizing a combination of discretionary and non-discretionary management strategies along with both fundamental and technical analysis.

Nicholas Zamparelli is a financial advisor at Sequoia Financial Group, L.L.C. with nine years of industry experience. He holds the CFA® designation and the Series 66 license. His prior experience includes roles at Zeke Capital Advisors, BlackRock Investment Management, and Merrill Lynch Investment Managers. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and custom solutions, using a range of investment vehicles overseen by an Investment Policy Committee.

Kevin Petrone is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2016 and previously worked at Equitable Advisors in 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm’s approach incorporates algorithm-driven portfolio recommendations and uses mutual funds and ETFs with annual rebalancing.

Elliott Footer is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Janney since 2009. Outside of his advisory role, he is involved in tax return preparation and serves as secretary of The Footer Family Foundation, a charitable organization that supports public charities. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in-house portfolio management with third-party managers across various wrap programs and model portfolios.

Jeffrey Bryant is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing eight years of industry experience. His prior career includes 16 years at S. Emerson Group, Inc. He serves as a secondary executor of a client’s will, an activity outside typical advisory duties. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Guojun Zhu is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials. Zhu has been with Transamerica since 2025 and has additional experience as a franchisee of WIZE LLC, which offers K-12 extracurricular classes in computer and robotics. Zhu is also involved with Hope Chinese School VA Inc, a nonprofit providing Sunday school services to the Chinese immigrant community. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers its services through a large advisor network using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE, TFA365 Advisory Program, and Transamerica ALPHA.

Joseph Diorio is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Truist Investment Services, Suntrust Advisory Services, BB&T Securities, Wells Fargo Clearing, and other firms. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and a range of third-party platform partnerships.

Mary Mc Cullagh is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds the Series 66 designation and has worked exclusively at Janney Montgomery Scott since 2016. 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 plans, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

John Paul Bradley is a CFP® with 16 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held prior roles at Wells Fargo Bank, NA, Wells Fargo Clearing, and PNC Investments LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies, supported by educational content and specialized client programs.

Robin Morris is a financial advisor with Janney Montgomery Scott LLC, holding a Series 63 designation and over 31 years of industry experience. He has been with Janney Montgomery Scott since 1993. Outside of his advisory role, Morris is involved as the owner of Specialty Electric Co., Inc., and serves as treasurer for the Rockledge Volunteer Fire Company. 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 and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Jessica Landreth is a financial advisor with Citizens Securities, Inc. and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including six years at CCO Investment Services Corp. Prior to her current role beginning in 2020, she worked with Citizens Securities. Outside of advising, she sells hand-made knitwear online under the name Garden to Ewe. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides digital advisory portfolios managed with proprietary algorithms as well as traditional managed accounts.

Sean Bergin is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 designations and 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY LLC, and his own firms, Bergin & Co., LLC and Ironview Capital Management LLC. He is a partner in Ironview Equity Partners, a private equity fund of funds. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm combines a Private Advisor model with the Rockefeller Global Investment Management platform to provide discretionary and non-discretionary investment solutions across various asset classes.

Stephen Ryan is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 1994. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options supported by third-party asset manager relationships.

Michael Kelley is a financial advisor with Sequoia Financial Group, L.L.C., holding Series 65 and Series 66 licenses and bringing eight years of industry experience. He previously worked at Zeke Capital Advisors and Wells Fargo Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm combines model allocations and custom portfolio solutions overseen by an Investment Policy Committee, utilizing a variety of investment vehicles and research methods to meet client objectives.