David Wilson Jr. is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities from 2015 to 2024. Outside of his advisory role, he serves as an officer involved in management activities for real estate-related entities. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a model that emphasizes firm supervision alongside adviser-led account management.

Joseph Nicholson is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Hornor, Townsend & Kent since 2012, with additional experience at Penn Mutual Life Insurance Company. 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 advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Jennifer Fisher is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Sanctuary Wealth in 2021, she worked at Bank of America, N.A., and Merrill from 2016 to 2021. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm supports a range of investment approaches and account management styles while acting as a fiduciary under written agreements.

Raymond Baraldi is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at Hightower Advisors. He has been with HighTower Securities, LLC since 2016. Raymond holds the Series 63 license and is based in Wayne, PA. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

Kelly Connors Ferrante is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work experience includes roles at Ascend Analytics, Ball Corporation, Jefferson Health and Thomas Jefferson University, Market Resource Partners, and Helzberg Diamonds. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain individual retirement account holders and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Stephen Cicali is a financial advisor at Prime Capital Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prime Capital Investment Advisors, LLC since 2019, following prior roles at Financial Engines Advisors L.L.C. and TMFS Advisors, LLC. He is also involved with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, employing a range of investment strategies and custodial platforms.

James Flaherty is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kimberly Figueroa is a financial advisor with Principal Financial Services, holding a Series 66 designation and 14 years of industry experience. Her work history includes roles at Principal Securities Inc, Principal Life Insurance Company, and Allstate Financial Advisors. She is also licensed as an insurance agent offering fixed life, annuities, and disability products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Timothy Hewitt is a CFP® with 20 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes three years with Wiley Group. Outside of his advisory role, he is involved in real estate through multiple managing member positions and volunteers preparing tax returns for low-income families. He also serves on the board of the Philadelphia Tri-State chapter of the Financial Planning Association and participates on a committee for the National Association of Estate Planners & Councils. 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 regulatory assets and employs a diversified investment approach combining passive and active management with oversight by an internal Investment Committee.

Brian Monroe is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Capital One Advisors, LLC, Capital One Investing, LLC, and the University of Delaware. 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 charitable and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Colin Shannon is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services, MassMutual Life Insurance, and Equitable Advisors. Outside of his advisory role, he serves as an assistant wrestling coach at Central Bucks East High School. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning options, employing both discretionary portfolio management and model-based allocations. The firm utilizes market-timing and momentum-based strategies alongside a mix of affiliated and unaffiliated sub-advisers.

Amicka Hall is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at LPL Financial LLC, State Farm Investment Management Corp, and DXC Technology. 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, providing custody, execution, and brokerage capabilities alongside investment advice.

Nancy Guynn is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and 22 years of industry experience. She has been with Hornor, Townsend & Kent since 2015. Outside of her advisory role, she serves on the finance committee of St. Genevieve School, where she reviews the school budget to assist with tuition planning. 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 custody, execution, brokerage services, and a range of advisory platform options.

Jared Bazewicz is a financial advisor with Citizens Securities, Inc. in Wayne, PA, holding Series 63 and Series 65 credentials and with 19 years of industry experience. His career includes multiple roles within Citizens Bank and Citizens Securities dating back to 2010, as well as seven years at CCO Investment Services Corp. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, providing investment advisory programs alongside brokerage and insurance services. The firm offers a digital advisory platform using proprietary algorithms for ETF-based portfolios and maintains a managed account program, operating as both a broker-dealer and insurance agency.

Matthew Dipuppo is a CFP® professional with 12 years of industry experience, currently affiliated with Principal Financial Services. He has worked at Kodiak Wealth Management since 2017 and has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he serves on the West Conshohocken Planning Commission and the West Conshohocken Zoning Board, both unpaid community positions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nicholas Pantle is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Farther and has previously worked at Purshe Kaplan Sterling Investments, Masso Torrence Wealth Management, Commonwealth Financial Network, and UBS Financial. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, using a Modern Portfolio Theory-based approach with algorithmic model portfolios and automatic rebalancing.

Matthew Hagopian is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has five years of industry experience. He has worked at Equity Services since 2021 and concurrently with National Life Group since 2019. Outside of financial advising, he has worked part-time as a delivery driver for a local pizza business. Equity Services, Inc., operating 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 that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing a network of third-party asset managers and model portfolios.

Bryce Sisko is a financial professional at GWN Securities Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining GWN Securities, he worked at Northwestern Mutual and has experience in both financial services and insurance sales. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a blend of affiliated and unaffiliated sub-advisers and model-based allocations, with an emphasis on market-timing and momentum-based strategies in certain legacy programs.

Joel Freedman is a CFP® professional with over 40 years of experience in the financial services industry. He currently serves as an advisor at Sanctuary Advisors, LLC, joining the firm in 2024 after a 15-year tenure with Morgan Stanley and Morgan Stanley Private Bank. Freedman is active in several nonprofit organizations, including serving on the boards of the Jewish Federation of Greater Philadelphia, Temple Beth Hillel - Beth El, and Judith Creed Homes for Adult Independence. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisers who use a variety of investment approaches and platforms to deliver customized portfolio management and consulting services.

Adam Boyer is a financial advisor with Primerica Advisors, holding a ChFC® designation and Series 63 license, with 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, he is involved with USAFrance Services, LLC, a non-investment-related business. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple account types.