Roy Blumberg is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Private Advisor Group since 2012 and has been associated with LPL Financial since 2009. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating services across multiple custodians.

Christopher Houchins is a financial advisor at Oppenheimer with 15 years of industry experience. He has held his current position since 2017 and previously worked at Stifel Nicolas from 2015 to 2017. He holds Series 63 and Series 66 designations. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and various equity and fixed-income strategies.

Kieran O Donnell is a financial advisor at Hornor, Townsend & Kent, LLC with Series 66 credentials. He joined the firm in 2024 and has prior experience in educational roles at West Chester University, the University of Scranton, Lansdale Catholic High School, and Mater Dei Catholic School. 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, combining investment advice with custody, execution, and brokerage capabilities.

Brett Cole is a CFP® with 34 years of experience in financial planning and investment advisory services. He is currently affiliated with Kestra Advisory and has held roles at Kestra Investment Services, Tycor Benefit Administrators, and Tycor Asset Management since 2007. He operates out of Wayne, PA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design and compliance testing, plan-level investment advice, and manages various third-party platforms and pooled plan solutions.

Elijah Haber is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Tusk Wealth Management and Integrity Affiliates, as well as positions outside finance in the food service industry. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, managing substantial discretionary and non-discretionary assets through relationships with third-party asset managers.

Michael Hassell, Jr is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. His background includes multiple periods as a student prior to beginning his advisory role at Janney. 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, and multiple advisory programs.

James Nesbitt is a financial advisor with Commonwealth Financial Network in Berwyn, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes prior roles at Legacy Planning Partners, Securian Financial Services, Minnesota Life Insurance Company, and Kistler, Tiffany, Sterling Benefits. Nesbitt is also the owner of JKN Consulting, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

Evan Footer is a CFP® and Series 66-registered financial advisor with five years of industry experience. He has worked at Janney Montgomery Scott LLC since 2021 and previously held roles at New York Life and Accenture. Footer also serves as Vice President and board member of the Footer Family Foundation, a charitable organization in Penllyn, PA. 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 charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Vesnaann Tucker is a CFP® professional with six years of experience in the financial services industry. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, LLC. Outside of her advisory role, she is involved in creating commissionable links for lifestyle and clothing products through Rewardstyle and serves as a minority inspector of election for the Township of Ridley. 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, offering portfolio management, financial planning, and access to third-party asset management programs.

Dennis Wallace is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Private Advisor Group since 2012 and also has a long tenure with LPL Financial dating back to 2006. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

John O'Brien is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC since 2018 and previously worked at Ortner, O'Brien & Ortner Advisory Group, Inc. for 18 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

John Conaboy is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 47 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1982. 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 charitable and municipal clients, offering brokerage, financial planning, and advisory programs.

Jacob Hurley is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 65 and Series 63 licenses with three years of industry experience. His prior work includes roles at Triple Crown Consulting, Rover, and McAdam LLC. 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 offerings include a digital advisory program focused on ETF-based portfolios and a Managed Account program.

Niki Muller is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Ameritas Investment Company, Ameritas Life Insurance Corp, and her own firm, Nick Muller LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of account options and third-party asset manager relationships.

Richard Zajac is a financial advisor with Commonwealth Financial Network, holding CFP® and PFS™ designations and possessing 28 years of industry experience. His prior experience includes roles at Lincoln Investment and Capital Analysts, Incorporated. Outside of advisory work, he is involved in tax preparation services through Zajac Tax, LLC and has a role in writing articles via Daniel Zajac, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and discretionary model portfolios managed by its Investment Management and Research team.

Danielle Fava is a financial advisor at CWM, LLC with three years of industry experience and holds a Series 65 credential. Her prior work includes roles at Carson Group, Envestnet Embedded Advisory, Inc., Envestnet, Inc., Staten Island CYO, and TD Ameritrade. Outside of advising, she serves as an investor and board member for Language Consulting Worldwide and holds positions with several early-stage companies in the fintech and marketing technology sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm manages primarily discretionary accounts using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customized solutions, emphasizing fiduciary oversight and a range of retirement plan services.

Dharshan Premaratne is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and having five years of industry experience. He has worked with TD Private Client Wealth LLC and TD Bank since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, financial planning, and custody services, utilizing a combination of strategic asset allocation and investments from both affiliated and third-party managers.

Dean Rosini is a financial advisor at Steward Partners Investment Advisory, LLC with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Wells Fargo Advisors and Raymond James Financial Services. Steward Partners Investment Advisory, LLC is a national, SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Atique Yazdani is a financial advisor at PNC Wealth Management with Series 63 and Series 66 credentials. He has been with PNC in various roles since 2017, including positions at PNC Bank and PNC Investments. Prior to joining PNC, he worked at The Source (Bell Canada) from 2011 to 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio selection and implements investments via approved model strategies.

Scott Tapper is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Private Advisor Group since 2014 and has been associated with LPL Financial since 2002. Tapper is involved in managing group benefits and qualified retirement plans through a related insurance business. 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, offering portfolio management, financial planning, and access to third-party asset management programs.