H. Kerr is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and with 45 years of industry experience. He has been with Janney Montgomery Scott since 1996. Kerr serves as the proposed Treasurer Officer on the Board of Directors for The Pathway School, a private school for special needs students in Norristown, PA, where he reports financial information to the board. 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 brokerage services, financial planning, consulting, and multiple advisory programs.

Todd Ockovic is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and bringing 33 years of industry experience. He has been with both Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. Outside of his advisory role, he is actively involved in Masonic organizations, serving as Chair of the Grand Lodge of Pennsylvania’s Consolidated Fund and holding board positions with related charitable and fraternal entities. 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 as both an SEC-registered adviser and a FINRA-member broker-dealer, managing a combined portfolio of discretionary and non-discretionary assets exceeding $9 billion as of December 2025.

Steven La Porte is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at High Point Financial, Legacy Planning Partners, Securian Financial Services, Minnesota Life Insurance, and Wells Fargo Advisors. His other business activities include fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors, offering a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options across mutual funds, ETFs, and individual securities.

James Ciarmella is a CFP® and ChFC® with 22 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds the Series 66 designation and is based in Glen Mills, PA. Outside of his advisory role, he serves as Treasurer for the Friends of Mackenzie Smith campaign in Malvern, PA. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques and integrated retirement plan services.

James Donnelly is a Series 65-licensed advisor at Hightower Advisors with six years of industry experience. Before joining Hightower in 2026, he worked at Valley Financial Group and H. Beck. In addition to his financial advisory career, Donnelly has served as Patrol Operations Commander at the Bensalem Township Police Department since 2002. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to a range of investment vehicles.

Edward Woehlcke is a CFP® with 19 years of industry experience, currently serving at Hightower Advisors since 2026. He previously worked at Valley Financial Group and H. Beck, Inc. for ten years and Brinker Capital Inc. for two years. Outside of his advisory role, he is the sole proprietor of Woedaddy Investments, which involves analyzing returns on investment real estate. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes multi-manager solutions and manager selection through both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Aidan O Connor is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at J.W. Cole Financial, Inc., Commonwealth Financial Network, Benjamin & Company, LLC, and Marcks, LLC. He also spent thirteen years in full-time education before entering the financial industry. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of discretionary and non-discretionary management approaches, utilizing fundamental and technical analysis, model and manager-based strategies, and multiple custodial platforms.

Gary Bickham is a financial advisor at Citizens Securities, Inc. with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including The Vanguard Group Inc and Primerica. 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 features a digital advisory program that recommends ETF-based portfolios using proprietary algorithms, though this represents a small portion of its overall advisory activity.

Justin Maritato is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and joined Citizens Securities in 2026 after five years at Equitable Advisors, LLC. Prior to his financial services career, he was employed at Applebees and attended Seton Hall University. 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 platform utilizing ETF-based portfolios and proprietary algorithms.

Bryan Marvin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Media, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Equity Services since 2012. Outside of his advisory role, he is a licensed insurance agent selling life, health, disability, and long-term care insurance under the DBA Evolution Financial Group and serves as a board member of a local country club. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term and shorter-term investment strategies.

David Wilson Jr. is a financial advisor at Osaic Institutions, Inc. with 33 years of industry experience. His prior roles include nearly a decade at JPMorgan Chase Bank and J.P. Morgan Securities, six years at Morgan Stanley, and two years at Lehman Brothers. Outside of his advisory work, he is an officer at Feige Associates Inc. and Proudfoot Capital Advisors Inc., both involved in real estate investment management. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that integrates a lending marketplace and third-party manager arrangements.

Ashlyn Smith is a financial advisor at MAI Capital Management, LLC based in West Chester, PA, with three years of industry experience. She holds a Series 65 designation and has previously worked at Liberty Private Client, JP Morgan and Chase, The Vanguard Group, and Evolve IP. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages multiple asset strategies and offers services through affiliated entities such as MAI Trust Company, LLC and MAI Insurance.

Joseph Nicholson is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Hornor, Townsend & Kent since 2012, with additional involvement at Penn Mutual Life Insurance Company. 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 a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Raymond Baraldi is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at Hightower Advisors. He has been with HighTower Securities, LLC since 2016. Raymond holds the Series 63 license and is based in Wayne, PA. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

Connor Smith is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently a financial advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he was with Hoover Financial Advisors and Scottrade. Outside of advising, Smith has a part-time role as a production assistant at an industrial manufacturing company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise 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, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

James Flaherty is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. He joined Janney Montgomery Scott in 2026. 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, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Sean Mcaneney is a financial advisor at Oppenheimer with 11 years of industry experience. He has been with Oppenheimer since 2018 and previously worked at Voya Financial Advisors. He holds Series 63 and Series 65 designations. 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 broad range of investment programs and advisory services, with an emphasis on both discretionary and non-discretionary management.

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.

Lauren Mc Grath is a financial advisor at Private Advisor Group, LLC with six years of industry experience. She holds the Series 66 designation and has previously worked at Lidl US. Mc Grath is also associated with Financial Planning Associates, LLC and LPL Financial LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary advisory services and utilizes a fiduciary-based model with access to proprietary and third-party investment strategies and technology platforms.

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.