Ronald Funari is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Eric Kimmell is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments and Pacific Premier Trust. 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, offering brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Charles Pires is a financial advisor with Principal Financial Services based in Berwyn, PA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior experience includes roles at One Digital LLC, Trinity Benefit Advisors, and Benefit Development Financial Group. Outside of financial advising, he is involved in selling compliant products on Amazon through Avalon Automation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Wesley Wasserman is a CFP® with two years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC, and has prior experience at LPL Financial LLC and Levy Wealth Management Group. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

Mahim Siddiqui is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Janney in 2023, he worked at Sanford C. Bernstein & Co., LLC from 2021 to 2023. 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 municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Paul Clemente is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Secure and Raymond James & Associates prior to joining Oppenheimer. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm’s approach includes strategic and tactical asset allocation, manager selection, and periodic account reviews tailored to client objectives.

Pearl Lee is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 licenses with 38 years of industry experience. She has been with Janney Montgomery Scott since 2006. Outside of her advisory role, she serves as Treasurer and board member of Penn Asian Senior Services, a nonprofit providing support to Asian American seniors and others facing language and cultural barriers, and she is the Finance Chair for the Asian American Women’s Coalition. 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, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services with an investment approach that includes both in-house and third-party portfolio management.

Marina Smalanskas is a financial advisor at Citizens Securities, Inc. with 30 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including LPL Financial and First Citizens Community Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm operates digital and managed account advisory platforms alongside its broker-dealer and insurance activities.

Joseph Frederick is a financial advisor at Sequoia Financial Group, L.L.C. with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Zeke Capital Advisors, Tiedemann, and The Vanguard Group. 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 portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Mark Kelley is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2009. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Robert Sander is a financial advisor at Janney Montgomery Scott with over 41 years of industry experience. He has been with Janney Montgomery Scott since 1984 and holds the Series 63 designation. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory services.

Michael Stanley is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Smith Barney. He is based in Philadelphia, PA. 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, corporate and retirement plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Edward Blumenthal is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 1996. Blumenthal is a member of the Philadelphia Estate Planning Council, participating in educational and networking activities related to estate planning. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory programs with a mix of in-house and third-party portfolio management.

John Grego is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Mariner since 2023 and previously spent 13 years with THE Vanguard Group, Inc. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines discretionary, customized portfolios overseen by an Investment Committee with integrated tax and accounting capabilities, including administrative CFO services and a Financial Wellness Platform for employer clients.

Koby Degenhardt is an advisor at Hornor, Townsend & Kent, LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Hornor, Townsend & Kent in 2025, he worked at Northeastern University and The Haverford School. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, managing billions in client assets through a mix of discretionary and non-discretionary account options.

Christopher Caradec is a financial advisor at Mariner with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce Fenner & Smith Incorporated for 14 years. Caradec is based in Fort Washington, Pennsylvania. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers to implement customized portfolios.

Josiah Nicely is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, LPL (Prudential), Boyertown Brickworks, Moody's Corp, Tyto Athene, and Flexential Corp. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and approved model strategies managed internally or by third parties.

Mark Malcein is a CFP® with 19 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2008. He offers insurance products to his clients and delegates underwriting management to his assistant to focus on advisory responsibilities. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers, model portfolios, and tactical strategies including market-timing and momentum-based approaches.

Mary Cromleigh is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 registrations and bringing 14 years of industry experience. She has been with Hornor, Townsend & Kent since 2018 and previously worked at Atlantic Financial Partners and Merrill. 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 a range of custody, execution, and brokerage services alongside investment advice.

Neal Regino is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with National Life Group and Equity Services since 2015. Outside of his advisory work, he serves on the advisory board of the William Trippley Youth Development Foundation, a nonprofit focused on at-risk youth. Equity Services, Inc., doing business 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 utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.