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.

Brian Monroe is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Capital One Advisors, LLC, Capital One Investing, LLC, and the University of Delaware. 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 and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

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.

Hannah Sodicoff is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, she worked at Merrill and has held roles outside finance, including positions at the Middle East Media Research Institute and Urban Outfitters. 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 broad client base including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

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.

Gregory Garyn is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm employs algorithmic risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

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.

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.

Andrew Lesser is a financial advisor with Eagle Strategies (NY Life) in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLife Securities LLC and New York Life Insurance Co. His background includes roles in education, including teaching positions and the publication of educational materials. Outside of his advisory work, Andrew is involved in educational content creation and has authored resources for music education through Oxford University Press. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated structure tied to New York Life.

Gregory Lahoda is a financial advisor with TIAA-CREF based in Philadelphia, PA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm operates under a fiduciary standard for its registered investment adviser services and offers customized portfolio management alongside model portfolio options.

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.

Michael Elnitski is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 registrations and seven years of industry experience. He has worked at GWFS Equities, Inc., Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Ascensus. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jordan Little is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses. He has two years of industry experience, including his current role at Lincoln Investment since 2023. Outside of advising, he is engaged in selling fixed and indexed annuities through multiple carriers. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through advisor- and firm-managed models, and fiduciary services, supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios.

Matthew Mc Kenna is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has previously worked at Coconut Joes, Thorne, Pearl Street Market, and the University of South Carolina. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans.

Whitney Ehret is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Janney Montgomery Scott as an advisor, Whitney worked at Main Line Health and Temple University Health System. Whitney is also involved with the Philadelphia Cricket Club. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory 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.

Joseph Kavanagh is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following roles at Lincoln Financial Advisors and Lincoln Investment. Outside of his advisory work, he is a licensed real estate salesperson with Keller Williams, assisting mostly first-time homebuyers and sellers. 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 municipal clients, offering brokerage, financial planning, and advisory services through various portfolio management approaches.

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.

Kurtis Lovell is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Merrill, 1919 Investment Counsel, and Wealth Enhancement Advisory Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a variety of managed advice programs and investment education services. The firm’s offerings emphasize asset allocation and retirement guidance, utilizing portfolio models and oversight provided by Morningstar Investment Management.