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.

Matthew Hausmann is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He worked at Legend Equities Corporation for 13 years before joining Lincoln Investment in 2017. Outside of his advisory role, he prepares taxes for clients and sells Medicaid-compliant annuities independently. 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 a variety of financial planning and investment management services, using both strategic and tactical approaches supported by proprietary research and technology.

Batia Praizner is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Oppenheimer since 2002. Outside of her advisory role, she serves as the executor of her mother’s estate, currently involved in its liquidation. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services that include portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation and manager selection across multiple asset classes.

Jeremy Levinn is a CFP® with 19 years of industry experience, currently serving as an advisor at Farther since 2024. He has also been affiliated with Financial Life Focus, LLC since 2012. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm applies Modern Portfolio Theory through proprietary model portfolios and algorithmic rebalancing, utilizing a diversified mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Haley Langan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Corient. Her prior roles include positions at Radnor Financial Advisors, SEI Investments, and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and uses risk management tools and continuous portfolio monitoring to align investments with client objectives.

Aized Gill is a financial advisor at Citizens Securities, Inc. in Philadelphia, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2015. Gill serves as a board member for Friends of PEB, where he helps allocate funds to nonprofit projects overseas. 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 as both a broker-dealer and insurance agency.

Robert Rosema is a financial advisor with Janney Montgomery Scott in Philadelphia, holding a Series 66 designation and eight years of industry experience. Prior to joining Janney Montgomery Scott in 2025, he worked at JP Morgan Chase Bank and Merrill Lynch among other firms. Outside of his advisory role, he is employed as a lead club fitter with TaylorMade Golf Company, assisting players with custom-built golf clubs. 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 supported by a mix of in-house and third-party portfolio management.

Daniel Moore is a financial advisor with Citizens Securities, Inc. in Glenside, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at PNC Investments LLC and Citizens Bank, N.A. He participates in community activities as a bartender for Knights of Columbus fundraiser events. 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 operates both a digital advisory program and a Managed Account program, and is wholly owned by Citizens Bank, N.A.

Redmond Tudos is a financial advisor at Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Wells Fargo from 2000 to 2022. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm delivers research and model guidance without exercising investment discretion or holding custody of client assets.

Minh Lu is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at TIAA-CREF, Wells Fargo Clearing, and Eastern University. Outside of his advisory role, Minh Lu is a signer and owner of Phillytings, LLC, a clothing apparel business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Arielle Jones is a Series 66-registered advisor with Citizens Securities, Inc. in Conshohocken, PA. She has been with Citizens Securities since 2026 and has prior experience at Citizens Bank, AT&T, and various other organizations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs and brokerage and insurance services. The firm’s advisory approach includes digital and managed account programs, in addition to commission-based brokerage.

Michael Nelligan is a financial advisor at Lincoln Investment with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2017, previously working at Legend Equities Corporation for 16 years. Outside of his advisory role, he serves as a trustee for the grandchildren of his late uncle. 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 a range of financial planning and investment management services, using both strategic and dynamic approaches supported by an Investment Management & Research team.

Joseph Di Criscio Jr. is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Wealth CMT and Lincoln Financial Advisors Corporation. In addition to his advisory roles, he has been affiliated with Temple University since 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 employs a range of strategic and tactical investment approaches overseen by its Investment Management & Research team and manages approximately $22.9 billion in advisory assets.