Colin Shannon is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services, MassMutual Life Insurance, and Equitable Advisors. Outside of his advisory role, he serves as an assistant wrestling coach at Central Bucks East High School. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning options, employing both discretionary portfolio management and model-based allocations. The firm utilizes market-timing and momentum-based strategies alongside a mix of affiliated and unaffiliated sub-advisers.

Amicka Hall is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at LPL Financial LLC and State Farm in various investment management roles. Prior to entering the financial industry, she spent eight years at DXC Technology. Hornor, Townsend & Kent serves individuals—including high-net-worth clients—trusts, businesses, charitable organizations, and retirement plans through a broad range of advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage alongside investment advice.

Nancy Guynn is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. She holds a Series 66 credential and has been with Hornor, Townsend & Kent since 2015. Outside of her advisory role, she volunteers on the finance committee at 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 services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and manages a significant portion of assets on a non-discretionary basis.

Jared Bazewicz is a financial advisor with Citizens Securities, Inc. in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Citizens Securities and affiliated entities since 2010. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual 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 within a combined bank, broker-dealer, and insurance framework.

Matthew Dipuppo is a CFP® professional with 12 years of industry experience, currently affiliated with Principal Financial Services. He has worked at Kodiak Wealth Management since 2017 and has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he serves on the West Conshohocken Planning Commission and the West Conshohocken Zoning Board, both unpaid community positions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional entities. 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.

Cody Pittman is a financial advisor at Sequoia Financial Group, L.L.C. with five years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Morgan Stanley and Zeke Capital Advisors. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model portfolios and custom solutions, drawing on fundamental, technical, and cyclical analysis, and employs a range of investment vehicles including mutual funds, ETFs, private funds, and alternative investments.

Colin Cissne is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He previously worked at Janney Montgomery Scott before joining Private Advisor Group and LPL Financial in 2016. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Matthew Hagopian is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has five years of industry experience. He has worked at Equity Services since 2021 and concurrently with National Life Group since 2019. Outside of financial advising, he has worked part-time as a delivery driver for a local pizza business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing a network of third-party asset managers and model portfolios.

Bryce Sisko is a financial professional at GWN Securities Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining GWN Securities, he worked at Northwestern Mutual and has experience in both financial services and insurance sales. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a blend of affiliated and unaffiliated sub-advisers and model-based allocations, with an emphasis on market-timing and momentum-based strategies in certain legacy programs.

Joel Freedman is a CFP®-certified financial advisor with 41 years of industry experience, currently serving at Sanctuary Advisors, LLC. Prior to joining Sanctuary Advisors in 2024, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2024. He holds board positions with several nonprofit organizations, including the Jewish Federation of Greater Philadelphia and Judith Creed Homes for Adult Independence. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a network of independent advisors along with affiliated broker-dealer services.

Adam Boyer is a financial advisor with Primerica Advisors, holding a ChFC® designation and Series 63 license, with 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, he is involved with USAFrance Services, LLC, a non-investment-related business. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple account types.

Christopher King is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. His prior roles include positions at M&T Bank, M&T Securities, and LPL Financial LLC. Outside of his advisory work, he is affiliated with St. Joseph's Collegiate Institute. 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 custody, execution, and brokerage services alongside third-party asset manager relationships to tailor investment strategies.

Jeniece Mc Clary is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. She serves as treasurer and board member for Programs for Parents, a charitable organization focused on fundraising efforts. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory platform includes a digital advisory program partnered with SigFig and a Managed Account program, operating alongside its broker-dealer and insurance activities.

Jon Walton is a CFP® professional with 42 years of industry experience, currently affiliated with Commonwealth Financial Network since 2008. He is also the founding partner and CEO of Independence Wealth Advisors, Inc., a role he has held since 2007. Outside of his advisory work, he is involved in car collecting and trading as a sole proprietor. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services including wealth management and retirement plan consulting. The firm offers its advisors access to diverse investment products and discretionary model portfolios managed by its in-house Investment Management and Research team.

Bo Hoffman is an advisor with Bankers Life Advisory Services, Inc. holding a Series 66 credential and has one year of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., as well as positions outside the financial industry such as at DoorDash and Maggio's Restaurant. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with both wrap and non-wrap program options.

John Kemmerer is a financial advisor at Sequoia Financial Group, L.L.C. with 20 years of industry experience. He holds the Series 66 designation and has worked at Sequoia Financial Group since 2023, as well as at Zeke Capital Advisors, LLC since 2008. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model allocations, custom accounts, and third-party manager oversight, supported by an Investment Policy Committee and extensive research resources.

Thomas Corcimiglia is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial and Private Advisor Group, LLC. He has worked with LPL Financial since 2009 and with Private Advisor Group since 2012. Outside of his advisory work, he serves as a high school golf coach at Delaware County Christian School. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team that creates model portfolios and provides a range of delivery options, combining advisory and brokerage services tailored to client needs.

Alan Fishman is a CFP® with 33 years of industry experience, currently serving at Equity Services, Inc. since 1992. He holds Series 63 and has worked concurrently with National Life throughout his career. Outside of financial advising, he serves on the Special Funds Committee of Or Ami Synagogue, assisting in the oversight of endowment withdrawals and investment education for the board. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management for individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms that often utilize third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Stefen Blasingame is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked 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, 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 primarily non-discretionary investment approach.

Michael Bertotti is a financial advisor with PNC Wealth Management holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account that uses algorithmic risk assessments and implements investments via approved model strategies with mutual funds and ETFs.