Karen Rossi is a financial advisor at Hornor, Townsend & Kent, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2018. Rossi is also active outside her advisory role as an agent in life insurance brokerage and serves as an elected officer on her homeowners association board. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options through a mix of in-house advice and third-party asset manager relationships, operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Beka Kervalishvili is a financial advisor at Citizens Securities, Inc. with six years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, N.A., Merrill, and AT&T Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance activities.

Christopher Shank is a financial advisor with Lincoln Investment, holding a Series 66 designation and starting his industry experience in 2025. Prior to joining Lincoln Investment, he worked at Phillips Financial Services, where he also served as a bookkeeper and agent assistant. Shank’s background includes several years as a student before entering the financial services industry. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed investment solutions, employing both strategic and dynamic approaches overseen by its Investment Management & Research team.

Roy Blumberg is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Private Advisor Group since 2012 and has been associated with LPL Financial since 2009. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating services across multiple custodians.

Christopher Houchins is a financial advisor at Oppenheimer with 15 years of industry experience. He has held his current position since 2017 and previously worked at Stifel Nicolas from 2015 to 2017. He holds Series 63 and Series 66 designations. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and various equity and fixed-income strategies.

Kieran O Donnell is a financial advisor at Hornor, Townsend & Kent, LLC with Series 66 credentials. He joined the firm in 2024 and has prior experience in educational roles at West Chester University, the University of Scranton, Lansdale Catholic High School, and Mater Dei Catholic School. 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 both advisory and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.

Jessica Selvanathan is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Truist Advisory Services, where she has been employed since 2023, following prior roles at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research, to deliver comprehensive investment solutions.

Brett Cole is a CFP® with 34 years of experience in financial planning and investment advisory services. He is currently affiliated with Kestra Advisory and has held roles at Kestra Investment Services, Tycor Benefit Administrators, and Tycor Asset Management since 2007. He operates out of Wayne, PA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design and compliance testing, plan-level investment advice, and manages various third-party platforms and pooled plan solutions.

Elijah Haber is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Tusk Wealth Management and Integrity Affiliates, as well as experience in the hospitality industry. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through 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.

Michael Hassell, Jr is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. His background includes multiple periods as a student prior to beginning his advisory role at Janney. 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 multiple advisory programs.

James Nesbitt is a financial advisor with Commonwealth Financial Network in Berwyn, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes prior roles at Legacy Planning Partners, Securian Financial Services, Minnesota Life Insurance Company, and Kistler, Tiffany, Sterling Benefits. Nesbitt is also the owner of JKN Consulting, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

Evan Footer is a CFP® and Series 66-registered financial advisor with five years of industry experience. He has worked at Janney Montgomery Scott LLC since 2021 and previously held roles at New York Life and Accenture. Footer also serves as Vice President and board member of the Footer Family Foundation, a charitable organization in Penllyn, 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Jody Tolomeo is a financial advisor at Lincoln Investment with 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1998. Outside of advising, he owns an office building that he leases to other Lincoln advisors. 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 using a combination of strategic and tactical investment approaches overseen by its Investment Management & Research team.

Joseph Romano Jr. is a CFP® professional with 29 years of industry experience, currently serving at Commonwealth Financial Network since 2003. He holds Series 63 and Series 65 licenses. His other business activities include conducting fixed insurance investment-related services at his branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to manage client portfolios using a broad array of securities and insurance products.

John Conaboy is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 47 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1982. 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 and municipal clients, offering brokerage, financial planning, and advisory programs.

Jacob Hurley is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 65 and Series 63 licenses with three years of industry experience. His prior work includes roles at Triple Crown Consulting, Rover, and McAdam LLC. 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’s advisory offerings include a digital advisory program focused on ETF-based portfolios and a Managed Account program.

Niki Muller is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Ameritas Investment Company, Ameritas Life Insurance Corp, and her own firm, Nick Muller LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of account options and third-party asset manager relationships.

Laura Wassell is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 license and 24 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2011 to 2021. Outside of her advisory role, Wassell also assists with accounting and office administration at Automation Distribution Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts.

Dean Rosini is a financial advisor at Steward Partners Investment Advisory, LLC with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Wells Fargo Advisors and Raymond James Financial Services. Steward Partners Investment Advisory, LLC is a national, SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Laura Santelli is a Certified Financial Planner® at Citizens Securities, Inc. with 23 years of industry experience. She has worked at Citizens Securities since 2015 and has also held roles at NBT Bank and LPL Financial Services since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory and brokerage services. The firm operates a digital advisory program alongside managed accounts and brokerage services, and is wholly owned by Citizens Bank, N.A.