James Marconis is a financial advisor at Oppenheimer with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Oppenheimer & Co since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a broad range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and various investment vehicles to tailor client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management.

James Wiley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior experience includes ten years at Purshe Kaplan Sterling Investments, Inc., and he is also the author of a personal finance book published through Live Your Vision, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Robert Filipone is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he has experience working at Chester Valley Golf Club and Kennett Square Golf and Country Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Brian Fleming is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding a Series 63 designation and 39 years of industry experience. He has been with Janney Montgomery Scott since 2009. Fleming serves on the finance committee of St John Neumann Parish and is a board member of Camino Farms, both nonprofit organizations where he provides financial oversight and planning. Janney Montgomery Scott is a large 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 brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.

Lawrence Kelly is a ChFC® credentialed advisor with over 53 years of industry experience. He is currently with Independent Financial Group, LLC and has previously worked at Securities America Advisors and Securities America Inc. He has operated Kelly Financial Services since 1972. Outside of advising, he sells and services life and disability insurance. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Bryan Eberly is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Bryan has worked at Janney Montgomery Scott since 2017 and previously spent two years at Hartford Funds Distributors. He serves as a board member of the Jordan Baumeister Scholarship Foundation, a nonprofit that provides scholarships to students at the Haverford School. 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 individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Arnold Carnevale Jr. is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2012. 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, and advisory programs.

Lyla Mc Curdy is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding the ChFC® designation and Series 63 license, with nine years of industry experience. She has been affiliated with Eagle Strategies since 2023 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Mc Curdy serves as a director of NAIFA Greater Philadelphia, a nonprofit organization focused on professional education and ethical conduct in the insurance and financial advisory industry. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Valerie Widhson is a financial advisor with Lincoln Investment, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Lincoln Investment since 2018, following prior roles at Lockwood Advisors Inc and Pershing LLC from 2014 to 2018. 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 advisory services, employing both strategic and tactical investment approaches through in-house and third-party strategies.

Thomas Lane Jr. is a CFP® and ChFC® with 22 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has been leading Lane & Associates, LLC DBA Lane Hipple Wealth Management Group since 2015. Lane is also a licensed insurance agent, dedicating part of his time to selling insurance and servicing accounts. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by centralized research and emphasizes diversified, multi-asset allocations along with specialized services for unique client segments.

Kevin Shamy is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships through TIAA. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Michael Sharp is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Kelly Ochotny is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2000 and has also been affiliated with Temple University since 1999. Outside of her advisory role, she works as a Client Service Associate to another financial advisor, Leonard Rizzotti. 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 financial planning, retirement plan advice, and a variety of model portfolios, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Andrew Condon is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan and Barclays. He served in the Pennsylvania Army National Guard from 2021 to 2022. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party management.

Cory Meyer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2018. His prior experience includes roles at PNC Bank and PNC Investments from 2014 to 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jeffrey Beebe is a financial advisor with Eagle Strategies (NY Life) based in Horsham, PA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior experience includes roles at Cetera, Raymond James Financial Services, and Lakeland Bank. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Robert Orbin Jr. is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. Prior to joining Citizens Securities in 2024, he worked at Cetera and Mauch Chunk Trust Company, among other firms. 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 operates both a digital advisory platform and a Managed Account program while maintaining broker-dealer and insurance agency functions.

Edward Sherwood is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2001. 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.

Tracy Schurter is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2006. 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 range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Donald Albacker is a CFP® professional with 19 years of experience in financial advising. He has held roles at Kestra Advisory and Kestra Investment Services since 2026, following over a decade at Jcl Financial Group and Commonwealth Financial Network. His background includes financial planning combined with risk assessment to develop investment plans and manage asset allocation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as plan design, fiduciary consulting, and advisor-managed accounts, supporting large institutional clients and utilizing multiple management platforms and third-party solutions.