John Obrien Jr. is a financial advisor at Valic Financial Advisors with 27 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Brinker Capital Securities, Inc. and Innovative Investment Fiduciaries. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Jeremy Priar is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 65 credentials. He has 10 years of industry experience with prior roles at Penn Mutual Life Insurance Company and Mutual of Omaha. Outside of his advisory work, he serves as a board member for the Real Men Wear Pike golf tournament, a charity fundraising event, and operates a goal planning workshop business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and offers access to third-party asset managers with both discretionary and non-discretionary account options.

Walter Dwyer is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1999. 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, corporations, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Joan Glenn is a financial advisor with Lincoln Investment in Hainesport, NJ, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2008 and also owns Fisher Glenn & Company, a tax preparation and accounting service established in 1992. In addition to her advisory work, she is involved in life and long-term care insurance sales. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches to portfolio management.

Gordon Hill is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 63 and Series 65 licenses. He has three years of industry experience, including roles at Primerica Advisors and Capital Analysts. Outside of finance, he has operated a photography business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Raymond Ianni is a CFP® and ChFC® with 40 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has prior experience at Principal Securities Inc, Financial Advisors of Delaware Valley, Principal Life Insurance Company, and WFG Planned Benefits & Securities Inc. Outside of his advisory work, he serves on the board of St. Anthony's Education Fund and is a member of the finance committee for the Salesianum School endowment. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Nicholas Katherina is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as Vice President of the Hempfield Area School District PTO, where he participates in event planning and fundraising activities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, and it is wholly owned by Citizens Bank, N.A.

Andrew Johnson is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Radnor, PA. His prior roles include positions at Charles Schwab, Charles Schwab Bank, Infosys, and The Vanguard Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Jeffrey Borrowman is a financial advisor at Hornor, Townsend & Kent, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.

David Dougherty is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Santander Securities, LLC, Santander Bank, NA, and PNC Investments LLC. Outside of his advisory role, he works as a livery driver for Uber. 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, operating as both a broker-dealer and insurance agency.

Guido Gaeffke is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual since 2004. In addition to his advisory role, he operates a multi-line insurance brokerage under the name 1847 Financial, focusing on life insurance, disability, and long-term care sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Michael Gregor is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and Penn Mutual Life Insurance. Outside of his advisory work, he owns and operates several insurance brokerages and a property and casualty insurance firm. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Jonathan Susser is a financial advisor with Oppenheimer, holding a Series 66 credential and bringing three years of industry experience. His prior roles include positions at Huntington Securities, Janney Montgomery Scott, Valley National Investments, Credit Agricole, Glenmede Investment Management, and Blackrock. He has worked in the Philadelphia, PA area. Oppenheimer serves a range of clients including individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches across its programs and supports both advisory and execution services, managing approximately $36.7 billion in assets as of the end of 2025.

Scott Pollack is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and AXA Advisors. Outside of his advisory role, he serves as the office manager for Glass Psychotherapy on weekends. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering a range of investment advisory programs along with brokerage and insurance services. The firm’s digital advisory program utilizes proprietary algorithms to recommend ETF-based portfolios, although this represents a small portion of its overall business.

Ethan Collins is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2014. The firm provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. Hightower's advisory approach emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Ashesh Shah is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. He has been with PNC Investments LLC since 2022 and has also worked at PNC Bank since 2000. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithmic risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Christine Curtiss is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 65 and Series 63 designations and has worked at BNY Mellon Securities Corporation and BNY Mellon prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and features in-house research and unique market roles such as swap dealing and futures commission merchant activities.

Landon Swallow is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and Penn Mutual Life Insurance Company. In addition to his advisory role, he is involved in insurance brokerage activities through multiple affiliated entities. Hornor, Townsend & Kent serves individual clients, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers a combined advisory and broker-dealer platform with discretionary and non-discretionary account options, managing billions in assets through third-party asset manager relationships.

Dylan Zhou is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. He has previously worked at JPMorgan Chase Bank and TD Bank N.A. Outside of his advisory role, he assists with administrative tasks at Questa Technology Inc., an IT consulting and staffing services firm, on weekends. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management and access to a range of investment products through a combination of affiliated and third-party managers.

Eric Feder is a financial advisor with Hightower Advisors, holding a Series 65 license and 15 years of industry experience. He previously spent 14 years at Wealth Cmt before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.