Carline Gondre is a financial advisor with PNC Wealth Management in Yardley, PA. She holds the Series 66 designation and has three years of industry experience. Her prior work includes roles at Bank of America, Merrill, Quaint Oak Bank, Republic Bank, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering that invests in mutual funds and ETFs with annual rebalancing and limited direct client interaction.

Kunal Sharma is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His prior roles include positions at Merrill, Bank of America, JP Morgan Securities, and Wells Fargo Clearing. 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’s offerings include a digital advisory program based on ETF portfolios managed with proprietary algorithms, as well as commission-based brokerage and non-discretionary advisory business.

William Mastalski is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2009. He holds a Series 63 license and is based in Bryn Mawr, PA. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple wrap/advisory programs through a combination of in-house portfolio management and third-party managers.

Rocco Mazzei is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. His background includes roles at Park Avenue Securities and National Financial Network, as well as academic work at Salve Regina University and Bentley University. Outside of finance, he has experience with Beanie Bounce Party Rentals, a family entertainment business. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions.

Peter Rembalsky is a financial advisor at Oppenheimer with 34 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Anderson & Strudwick, Incorporated for three years. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

James Scott is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at The Vanguard Group, Citadel Federal Credit Union, and Cetera. Outside of his advisory work, he is a financial secretary and board member for the Great Valley Music Parents Association, where he coordinates fundraising activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm utilizes a combination of passive and active management strategies, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Brett Garrison is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds the Series 66 designation and has prior experience working in the education sector with the Downingtown Area School District and the School District of Philadelphia. Garrison also engages in insurance brokerage activities as an agent for Penn Mutual Life Insurance Company. 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 as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside its investment advice.

Derek Davidson is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eagle Strategies since 2015. Outside of his advisory work, Davidson serves on the board of The Institute For Behavior Change, an organization providing services for children with disabilities. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Langerhans is a CFP® and holds a Series 65 license, currently advising at Wealth Enhancement Advisory Services, LLC with seven years at the firm and four years of industry experience overall. His prior roles include founding Live Your Vision LLC and a four-year tenure at La Salle University. 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 combines passive and active investment strategies with oversight by an internal Investment Committee.

Robert Daries is a financial advisor at Oppenheimer with 32 years of industry experience. His prior positions include roles at Bank of America, Merrill, and UBS Financial Services. He holds Series 63 and Series 65 credentials. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Anthony Schifano is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Cetera, Mcs Bank, Intuit, Equitable Advisors, and Axa Advisors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering a range of advisory, 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.

Kyle Vander Schauw is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, Raymond James & Associates, and TD Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Stephen Zales is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2017, following a prior role at Wells Fargo Clearing. 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, estates, and institutional sponsors, offering brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Kevin McGonagle is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2011. Outside of his advisory role, he serves as managing partner at Redwood Financial Advisors, LLC, an insurance brokerage focused on insurance sales and services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of investment and brokerage capabilities supported by third-party asset manager partnerships.

Michael Sandy is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His career includes multiple roles at Citizens Securities, Inc. and Citizens Bank from 2014 to the present. 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 provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Brian Donofry Jr. is a financial advisor with Kestra Advisory who holds a Series 66 designation and has nine years of industry experience. He has been associated with Kestra Advisory since 2017 and also works with Renaissance Benefit Advisors as an executive benefits design and consulting specialist, focusing on nonqualified deferred compensation, SERPs, bonus plans, and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management.

Jeffrey Margolies is a financial advisor at Oppenheimer with 37 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2022, following 17 years at Boenning & Scattergood. Outside of his advisory role, he is involved in managing the investment of family assets through a limited partnership. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering diversified investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Padmalatha Teppala is a financial advisor at PNC Wealth Management with three years of industry experience. She holds Series 63 and Series 66 certifications and has worked at PNC Bank and JPMorgan Chase Bank, N.A. prior to her current role. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution integrated with PNC Bank online banking. The firm employs approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Dennis Piccone is a financial advisor with TIAA-CREF in Radnor, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His work history includes roles at Citizens Bank, Citizens Securities Inc., and PNC Investments LLC before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, and various entities. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, offering tailored portfolio solutions under a fiduciary standard.

Thomas Seger is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2020 and spent 16 years with Raymond James & Associates prior to that. Seger holds Series 63 and Series 66 licenses and is based in Yardley, PA. 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 a range of brokerage, financial planning, and advisory services.