Raymond Regalbuto is a financial advisor with Janney Montgomery Scott in Radnor, PA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Janney Montgomery Scott, he worked at FS Investment Solutions, LLC and other firms. Outside of finance, he has been involved with Saloon Restaurant since 2019. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of advisory services, combining in-house portfolio management with third-party managers across multiple wrap programs and model portfolios.

Michael Dwyer is a financial advisor with Principal Financial Services in Wayne, PA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2015. Michael is a partner in Dwyer Wealth Management LLC, an entity used for managing business expenses alongside two other partners. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Carolyn Seiter is a CFP®-designated financial advisor with Principal Financial Services in Wayne, PA, bringing three years of industry experience. She has worked with Laudadio Wealth Management Group and Principal Life Insurance Company and serves as Vice President of Sunnyside Kitchen, LLC, a business involved in cooking demonstrations and merchandise sales. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs with both adviser and promoter arrangements.

Edward Golden is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including New York Life Insurance Company and MassMutual Life Insurance Company. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory program and a managed account program, operating as both a broker-dealer and an insurance agency.

Joshua Gonzalez is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior experience includes roles at Citigroup Global Markets, Inc., Merrill, and Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering a mix of investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory platform with ETF-based portfolios and traditional brokerage services and is wholly owned by Citizens Bank, N.A.

Mimi Drake is a financial advisor at Cerity Partners LLC with four years of industry experience. She holds a Series 63 designation and previously worked at Permit Capital Advisors, LLC for 11 years. Ms. Drake serves on several boards, including as Chairperson of Hudson Global and as a board member of multiple non-profit organizations such as Ben Franklin Technology Partners, Philadelphia Financial Scholars, and The Shipley School. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with a client-specific investment approach, combining quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions.

John Battista is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as trustee for an irrevocable trust established for his parents. Citizens Securities serves individual and high-net-worth investors as well as 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.

Mackenzie Swartz is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. Swartz holds Series 63 and Series 65 licenses and has previously worked at firms including Nylife Securities LLC, New York Life Insurance Company, LPL Financial, LLC, and Commonwealth Investment Management Group LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Duane Pinnock is a financial advisor at Private Advisor Group, LLC with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial, Kestra Advisory, and The Vanguard Group. Pinnock has previously been employed by True Light Fellowship Church for multiple years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based advisory model utilizing technology platforms and diverse investment strategies, often implementing advice through third-party managers and programs.

Peter Damico is a financial advisor with Kestra Advisory, holding a Series 66 credential and 23 years of industry experience. His prior work includes roles at Commonwealth Financial Network and Equitable Advisors. Outside of his advisory work, he serves as Board Chair of Youth Action, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Beverly Roun is a financial advisor at Citizens Securities, Inc. with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Charles Schwab, TD Ameritrade, Merrill, Bank of America, and New York Life Insurance. 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 provides a digital advisory program utilizing proprietary algorithms as well as managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Colin Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan Chase. He is based in Malvern, PA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Brendan Dwyer is a financial advisor at Principal Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at Principal Securities and Principal Life Insurance Company since 2021, following a prior role at Janney Montgomery Scott. Dwyer serves on the boards of Our Mother of Consolation Parish School and The GOD'S CHILD Project, providing governance and oversight for these nonprofit organizations. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through both advisory and promoter arrangements.

Thomas Flynn is a CFP® and holds a Series 65 license, with five years of experience in the financial industry. He has been with Wealth Enhancement Advisory Services, LLC and its predecessor, Wealth Enhancement Group, since 2021. Prior to this, he worked at Barilotti Wealth Strategies and held roles in education at Temple University and Garnet Valley School District. 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, employs a diversified, risk-class based investment approach blending passive and active management, and offers various implementation tools and services through an extensive advisor network.

Mark Diaddezio is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at H. Beck, Inc. since 2012 and previously served at Schreiner Capital Management, Inc. from 2007 to 2013. Diaddezio is a board member for Conestoga Christian School. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and third-party managers, combining strategic asset allocation and ongoing monitoring with both passive and active investment exposures.

Wen Min Seow is a financial advisor at Citizens Securities, Inc. with three years of industry experience. Prior to joining Citizens Securities, Seow worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2022 to 2025. Seow holds Series 63 and Series 66 licenses. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. Its advisory offerings include a digital advisory program focused on ETF-based portfolios using proprietary algorithms, alongside commission-based brokerage and non-discretionary services.

Edward Kelly Jr. is a financial advisor with CIBC Private Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Brinker Capital, Orion Portfolio Solutions, and Garden Leave. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a team-based investment process that combines internal management, relationship management, and governance committees to create customized portfolios and managed account programs, with a notable focus on servicing investment company clients.

James Cox is a financial advisor with Guardian Life and Park Avenue Securities who holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior work includes positions at Equitable Advisors and Financial West Group. Outside of his advisory role, he participates in the Arts Community of Easton as Treasurer, volunteers with Animal Defenders of Greater Lehigh Valley, and co-manages a personal art sale website with his daughter. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, high-net-worth clients, corporations, retirement plan sponsors, and nonprofit organizations. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party investment solutions.

William Mullin is a CFP® and ChFC® with 29 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Hoover Financial Advisors, Purshe Kaplan Sterling Investments, and Villanova Financial Services. Outside of his advisory work, he is president and owner of Texadelphia, an organization focused on helping veterans and their families with employment and business growth. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services.

Dennis Rosadio II is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Seurian Financial Services, Minnesota Life Insurance Company, Legacy Planning Partners, Pruco Securities, The Prudential Insurance Company of America, Citigroup Global Markets, and Chase Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, and operates a digital advisory platform alongside other managed account options.