Daniel Stephens is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Janney Montgomery Scott, Private Client Services, Kestra Advisory Services, Kestra Investment Services, and IVC Wealth Advisors. 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 supported by both in-house and third-party portfolio management.

Charles Kedra is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at LPL Financial, CRC Holdings LLP, and Minnesota Life Insurance Company. In addition to his advisory work, he maintains a CPA practice focused on tax preparation and accounting. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and managed account solutions. The firm employs a fiduciary-based model using a variety of investment strategies and technology platforms, often implementing advice through third-party managers and wrap programs.

Victoria Anglace is a financial advisor at Janney Montgomery Scott with the Series 66 designation and has been in the industry since 2025. She began her career at Janney Montgomery Scott after completing ten years as a student. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Jeffrey Miller Jr. is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has seven years of industry experience. Miller also serves as a sales manager and registered representative at Kades-Margolis, where he recruits, trains, and develops new advisors. 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 more than 37,000 client accounts and offers a range of managed-account programs, including traditional and active strategies.

Dominic Triglia is a financial advisor with Janney Montgomery Scott LLC based in Philadelphia, PA. He holds a Series 66 credential and has two years of industry experience. Prior to joining Janney, Dominic held roles at Equitable Advisors, Pruco Securities, and Prudential Financial Services, and has experience working at The Home Depot and in education at Temple University and The Academy at Palumbo. 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, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Christopher Higgins is a CFP® professional with over 31 years of experience in the financial services industry. He has worked at Private Advisor Group, LLC since 2013, LPL Financial since 2009, and Merrill from 1999 to 2009. Higgins is also involved in a local real estate partnership focused on purchasing and renovating properties. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates both discretionary and non-discretionary strategies, utilizing technology platforms and third-party managers to implement client investment solutions.

Christopher Csencsits is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Janney Montgomery Scott in Philadelphia, having also held roles at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, and Equitable Advisors. Outside of financial advising, he has been involved with a professional baseball organization since 2024. 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, delivering investment advice through a combination of in-house and third-party portfolio management across various advisory programs.

Matthew Biffen is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has operated Biffen Wealth Management since 2010 alongside his affiliation with Commonwealth Financial Network. Outside of his advisory work, he serves as a firefighter and paramedic with the Rocky Run Fire Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Kurt Hayn is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 27 years of industry experience. He has worked with Bankers Life and its affiliated entities since 2005 and previously held roles at Wells Fargo Clearing, Prudential Equity Group, LLC, and Merrill. In addition to advising, he supervises and trains insurance agents in life and health insurance sales. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary and non-discretionary portfolio management along with retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios across various securities, operating within the broader CNO Financial Group network.

German Rodriguez is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life entities since 2009. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a majority of assets on a non-discretionary basis.

Nicholas Stumpo is a financial advisor with Hightower Advisors, holding the CFP® and Series 63 credentials and bringing 14 years of industry experience. Prior to joining Hightower in 2023, he spent nine years at THE Vanguard Group, Inc. He is also active as a performer and artist outside of his advisory role. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a broad range of investment options.

Mary Francesca Miller is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and two years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, UBS Financial Services, and Charles Schwab. She previously spent over a decade in full-time education before entering the financial industry. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on asset allocation models and internal research tools. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts handled by third-party or affiliated money managers.

Samuel Pemberton is a CFP® professional with 14 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at LPL Financial, The Vanguard Group, Inc., Citrin Cooperman Wealth Management, LP, and Mass Mutual Investors Services. 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 utilizes strategic and tactical asset allocation through portfolios that include affiliated and third-party sub-managers, offering financial planning, custody, and reporting services.

Shurdonna Joseph is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. Her prior experience includes nine years at The Vanguard Group. She serves on the boards of Philadelphia's Magic Garden and PA Youth Vote, contributing to community and youth engagement initiatives. 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 and offers a range of brokerage, financial planning, and advisory services through multiple programs and integrated asset management solutions.

Thomas Simons is a financial advisor at Hornor, Townsend & Kent, LLC with 30 years of industry experience. He has been with Hornor, Townsend & Kent since 1996 and is registered with a Series 66 designation. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining SEC-registered advisory services with broker-dealer capabilities.

Gurpreet Singh is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and with five years of industry experience. Prior to joining Citizens Securities in 2026, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. from 2019 to 2026, as well as at Bank of America and Broker Genius. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers a range of investment advisory programs, brokerage, and insurance services. The firm operates both discretionary managed accounts and a digital advisory program based on ETF portfolios and proprietary algorithms.

Matthew Horan is a financial advisor at Corient with a Series 65 designation and less than one year of industry experience. His prior work includes roles at Temple University, My CIO Wealth Partners, and Aronimink Golf Club. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high‑net‑worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals‑based, team investment approach that integrates individual security strategies with third‑party manager solutions and specialized offerings through affiliates.

John Rinaldi is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds the Series 66 designation and has previously worked at Black Rock, Pacer Financial, and Janney Montgomery Scott in various roles. 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, corporate retirement plans, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Mitchell Kaup is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds a Series 66 designation and has prior work experience with Penn Mutual Life Insurance Company, Ameritas Investment Company, Ameritas, the University of Nebraska Lincoln, and Marshall Engines. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and provides discretionary and non-discretionary account options.

Michael Welsh is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation with four years of industry experience. His previous roles include positions at Bank of America, Merrill, and P.J. Schneiders & Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and an insurance agency.