James Cox is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2012. Outside of his advisory role, he is involved in local arts organizations, serving as Treasurer for the Arts Community of Easton and participates in animal advocacy through the Animal Defenders of Greater Lehigh Valley. He also maintains a personal art sale website and writes articles for the platform Medium. Park Avenue Securities LLC serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple platforms.

Dennis Rosadio II is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Seurian Financial Services, Minnesota Life Insurance Company, Legacy Planning Partners, and Prudential. He has also experienced periods of unemployment between roles. 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’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

David De Fazio is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Konkol Construction and Tractor Supply Company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, focusing on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Russell Valante is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1998 and holds Series 63 and Series 66 licenses. 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 with a range of brokerage, financial planning, consulting, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Daniel Pawlishyn is a financial advisor with Truist Advisory Services holding a Series 66 designation and three years of industry experience. Prior to joining Truist Advisory Services and Truist Investment Services in 2026, he worked five years at The Vanguard Group and also has experience with Curated and The Bucks Club. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches and utilizes third-party platforms and AI-enabled research tools to support its manager selection and investment oversight.

Thomas Lane III is a CFP® and ChFC® with 17 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has also led Lane & Associates, LLC dba Lane Hipple Wealth Management Group since 2015. In addition to his advisory work, Lane is a licensed insurance agent. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Joseph Price is a CFP® and CFA® charterholder with six years of industry experience. He is currently an advisor at Schwab Wealth Advisory Inc. and Charles Schwab, where he has worked since 2021. Prior to that, he held roles at The Vanguard Group and Von Urff & Associates, and he also worked at Wawa, Inc. earlier in his career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to offer investment recommendations, while clients retain final trading decisions and receive at least annual account reviews.

Xin Chen is a financial advisor at Hornor, Townsend & Kent, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor, Townsend & Kent since 2026. His prior experience includes roles at Air Products and Chemicals and Bloom Energy, as well as involvement with Sky Queen Investments, LLC and Transglobal Holding Company. Chen is also employed at Radnor High School. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside tailored investment advice.

Rebecca Bear is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at TD Bank N.A., Bank of America, Merrill, and PNC. Bear serves as Board Member Secretary of the Institute for Human Resources and as a School Board Director for East Stroudsburg. 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, including a digital advisory program and a Managed Account program.

David Donovan is a financial advisor with GWN Securities Inc. in Collegeville, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with GWN Securities since 2006. In addition to his advisory role, he provides insurance education and quotes related to long-term care, fixed, and FIA products. 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 operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Kyle Gaeffke is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Semrush, and Penn Mutual Life Insurance Company. In addition to his advisory role, he is involved in insurance brokerage through 1847Financial, focusing on Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, offering a platform that includes third-party asset manager relationships and a range of discretionary and non-discretionary account options.

Carline Gondre is a financial advisor with PNC Wealth Management in Yardley, PA. She holds the Series 66 designation and has three years of industry experience. Her prior work includes roles at Bank of America, Merrill, Quaint Oak Bank, Republic Bank, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering that invests in mutual funds and ETFs with annual rebalancing and limited direct client interaction.

Kunal Sharma is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 credentials and having six years of industry experience. His prior roles include positions at Merrill, Bank of America, JP Morgan, Wells Fargo, and BB&T. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program using ETF-based portfolios with proprietary algorithms, alongside commission-based brokerage and non-discretionary services.

Rylan Marx is a financial advisor at Lincoln Investment with 20 years of industry experience. He has held his current position since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, Marx is a partner at ATI Financial Position, where he reviews and provides input on basic tax returns. 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 offers a range of financial planning and retirement plan services, utilizing a mix of in-house and third-party investment strategies managed through both strategic and dynamic approaches.

William Mastalski is a CFP® with 45 years of industry experience and has been advising clients at Janney Montgomery Scott since 2009. He holds the Series 63 designation and is based in Bryn Mawr, 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 services, financial planning, and multiple advisory programs.

Rocco Mazzei is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Mazzei has held positions at various organizations, including Salve Regina University and The Reef Newport. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, leveraging both proprietary and third-party models.

Michael Langley is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as experience in education and professional coatings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Peter Rembalsky is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Matthew Painter is a financial advisor at Lincoln Investment with 17 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008. He holds Series 63 and Series 65 licenses. 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 offers financial planning, ERISA retirement plan advice, and a variety of model portfolios, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

James Scott is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at The Vanguard Group, Citadel Federal Credit Union, and Cetera. Outside of his advisory work, he is a financial secretary and board member for the Great Valley Music Parents Association, where he coordinates fundraising activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm utilizes a combination of passive and active management strategies, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.