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. with 13 years of industry experience, including 11 years at his current firm. He holds the Series 63 and Series 65 designations. Gill serves as a board member of Friends of PEB, where he contributes to decisions on allocating 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 operates a digital advisory program using proprietary algorithms as well as a managed account program, and it is wholly owned by Citizens Bank, N.A.

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 at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Securities and related entities since 2017, as well as at PNC Investments LLC and PNC Bank from 2012 to 2017. Outside of his advisory role, Moore has participated as a bartender for fundraiser events with the Knights of Columbus nonprofit organization. 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 solutions include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

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 the Series 66 designation and has worked at firms including Wells Fargo Clearing and TIAA-CREF. Outside of finance, he is involved with Phillytings, LLC, a clothing apparel business where he is a signer and owner. Citizens Securities serves a diverse retail client base with investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program using proprietary algorithms alongside managed account options and operates as both a broker-dealer and insurance agency.

Arielle Jones is a Series 66 licensed advisor with Citizens Securities, Inc. in Conshohocken, PA. She has one year of experience at Citizens Securities and previously worked at Citizens Bank for three years, along with roles in various other industries including telecommunications and retail. Citizens Securities serves a diverse retail client base with both advisory programs and brokerage and insurance services. The firm offers a digital advisory program with ETF-based portfolios, as well as managed accounts, and operates as a broker-dealer and insurance agency.

Michael Nelligan is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at Legend Equities Corporation for 16 years before joining Lincoln Investment in 2017. Outside of his advisory role, he serves as 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 financial planning, retirement plan advice, and a range of managed portfolios, employing both strategic and tactical investment approaches overseen 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.

Angela Gelzine is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining Lincoln Investment in 2018, she worked at Main Line Health from 2013 to 2017. Outside of her advisory role, she is involved as a server for wedding and corporate event catering. 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 manages both advisor- and firm-managed portfolios using strategic and tactical investment approaches.

Matthew Fry is a CFP® professional with 20 years of experience in the financial services industry. He is currently with OSAIC Institutions, Inc., having joined in 2024 after nine years at JPMorgan Chase Bank and J.P. Morgan Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a broad client base including high-net-worth individuals, ERISA plans, trusts, estates, and corporations. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model.

Jonathan Holin is a Series 65-licensed advisor with Independent Financial Partners, based in Fort Washington, PA. He has seven years of experience at Fuhrman Management Associates and four years at Simon & Simon, PC. Holin joined Independent Financial Partners in 2025. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with multiple investment options and is notable for its retirement-plan advisory and pension consulting services.

Patrick Resch is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, Resch is a professional athlete in the Premier Lacrosse League, competing during the season from May to September. 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.

Karl Hanson is a financial advisor with Bankers Life Advisory Services, Inc. in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Bankers Life Advisory Services since 2019 and has been affiliated with Bankers Life Securities Inc. and Bankers Life & Casualty since 2017 and 2004, respectively. In addition to his advisory role, Hanson is an insurance agent for Bankers Life and Casualty, licensed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analyses to develop tailored asset allocations and ongoing portfolio management that align with clients' goals, risk tolerances, and time horizons.

Michael Quinn is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Truist Advisory Services since 2021 and previously spent six years at myCIO Wealth Partners, LLC. Outside of his advisory role, he is a capital partner involved in rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and an Equity Research team that incorporates AI-enabled tools.

Mark Goldstein is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2014. Outside of his advisory role, he is involved in an insurance agency offering health insurance through Goldmark Associates. 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, providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Austin Hoggan is a CFP® with 15 years of industry experience and currently serves as an advisor at Corient. He has worked at several firms, including Radnor Financial Advisors and MyCIO WEALTH PARTNERS, before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and applies risk management tools to align portfolios with client objectives.

Kevin Siclari is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 designations and has a military background as a Senior Master Sergeant in the U.S. Air Force, currently on terminal leave prior to retirement in February 2026. His prior work includes roles at First Command Insurance Services, First Command Advisory Services, and First Command Brokerage Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

John Murray is a financial advisor with Principal Financial Services in Wayne, PA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Principal Life Insurance Company, Financial Advisors of Delaware Valley, and Principal Securities Inc. He serves as president of the Bryn Mawr Rotary Club, a community organization focused on service and membership growth. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Bryan Blades is a CFP®-credentialed financial advisor with 12 years of industry experience. He is currently with Corient in Wayne, PA, where he has worked since 2022. Prior to joining Corient, he spent nine years at Radnor Financial Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.