Kurtis Lovell is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Merrill, 1919 Investment Counsel, and Wealth Enhancement Advisory Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a variety of managed advice programs and investment education services. The firm’s offerings emphasize asset allocation and retirement guidance, utilizing portfolio models and oversight provided by Morningstar Investment Management.

Evan Salter is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Cordasco Financial Network, Inc. and Cordasco Financial Network, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and specialized strategies.

Nathan Abbe is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott and its affiliates since 2023, with previous experience at Vanguard and Rockwood Wealth Management. Janney Montgomery Scott is a large 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 a range of brokerage, advisory, and financial planning services.

Joseph Salehi is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 registrations and bringing 15 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, Citigroup, and Santander Securities. Citizens Securities serves a broad retail clientele, including individual and high-net-worth investors as well as individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a managed account program, operating as a broker-dealer and insurance agency under the full ownership of Citizens Bank, N.A.

Michael Siebecker is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His career includes ten years at Penn Mutual Life Insurance Company and over a decade at Hornor, Townsend & Kent, including his current tenure since 2018. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that offers financial planning, retirement plan consulting, and advisory programs. The firm combines SEC-registered advisory services with broker-dealer capabilities, managing approximately $8.37 billion in discretionary assets as of 2025.

Paulette Callas is a financial advisor with Truist Advisory Services and holds the Series 66 designation. She has seven years of industry experience, including prior roles at Merrill and Wells Fargo Bank. She is currently based in King of Prussia, PA. 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 with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment approach.

Thomas Landy is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Penn Mutual Life Insurance Company since 2012 and has been with Hornor, Townsend & Kent, Inc. for the same period. Landy is also involved in retirement plan consulting and insurance brokerage through his business activities under the dba 1847 Wealth Advocate. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a combination of advisory services, custody, execution, and brokerage capabilities.

Ronald Wenrich Jr. is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at GWN Securities since 2008 and has also been affiliated with Mass Mutual Financial Group since 2004. Outside of his primary advisory role, he is involved in activities related to life insurance needs assessment and pension option evaluations. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Jack Forlenza is a financial advisor at Citizens Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has held previous roles at The Prudential Insurance Company of America, Capital One Financial Advisors, and Cetera Investment Services. He has been with Citizens Securities since 2022. Citizens Securities serves individual and high-net-worth investors as well as retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm features a digital advisory program that utilizes ETF-based portfolios managed through proprietary algorithms and client risk assessments, alongside commission-based brokerage and other non-discretionary services.

Phyllis Petrillo is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her work history includes roles at New York Life Insurance Company, NYLIFE Securities LLC, CCO Investment Services Corp, and Citizens Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, supported by its status as a broker-dealer and insurance agency.

Joseph Robostello is a CFP® and ChFC® with 18 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 and Levy Wealth Management Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Michael Hassell is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 31 years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, and extensive tenure within Janney Montgomery Scott. 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 municipal clients, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management strategies and centralized client support.

Randall Hartzel is a financial professional with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is involved in the sale of long-term care insurance and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and employs both traditional asset-allocation and legacy market-timing and momentum-based strategies.

Matthew Ayres is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Securities and Citizens Bank since 2005. 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, with a focus on ETF-based portfolios tailored by proprietary algorithms and client risk profiles.

Christopher Scheper is a financial advisor with TIAA-CREF in Philadelphia, PA. He holds a Series 65 designation and has been with TIAA since 2013, joining TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through customized and model portfolios.

Rexford Schilgen is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has previously worked at Levy Wealth Management Group, LPL Financial, and Pershing LLC. 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 assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Olivier Sureau is a Series 66-registered financial advisor with Guardian Life, based in King of Prussia, PA. He has a combined eight years of industry experience, including roles at Fiducial Jade Inc and Park Avenue Securities. Outside of his advisory work, he is involved in various business ventures primarily connected to international holdings and consulting. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary advisory relationships, utilizing model portfolios and a hybrid digital advisory solution.

Victoria Robinson is a Series 66-licensed financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. She has held roles at Janney Montgomery Scott, Foreside Fund Services, Penn Mutual Life Insurance Company, and Penn Mutual Asset Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

David Bernstein is a financial advisor with TIAA-CREF in Philadelphia, PA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with TIAA-CREF since 2007. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker‑dealer services to individuals—often those connected to TIAA‑administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor‑advised fund while operating within a vertically integrated structure using affiliated funds.

Nicholas Corialos is a financial advisor with Citizens Securities, Inc. holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Paradigm Financial Group Inc. and The Vanguard Group, Inc. Outside of finance, he has a background that includes work with Ancient Rode Farms. 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, supporting a range of client investment needs.