Shawn Grant is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding a Series 66 designation and six years of industry experience. Prior to joining PNC in 2026, he worked at Capital Analysts and Lincoln Investment. Outside of his advisory role, he manages a rental property in Philadelphia. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The program uses algorithm-driven risk assessment and implements approved model strategies via mutual funds and ETFs with annual rebalancing.

Timothy Regan is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the Series 66 designation and has worked at Janney in various capacities since 2017. Prior to his advisory career, he was affiliated with the University of Delaware for four years. 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Thomas Macaluso is a CFA® charterholder and Series 63 licensee with six years of industry experience. He has worked at HighTower Advisors since 2020 and previously held positions at The Vanguard Group, Link Industrial Properties, and True Value Hardware. Outside of his advisory role, he is a limited partner at The Classic Swing Golf Lounge, where he contributes to bookkeeping review and operational analysis. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Laura Shannon is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with 26 years of industry experience. She has held Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 2008, following two years at 1717 Capital Management Company. 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, financial planning, consulting, and multiple advisory programs.

Michael Calafati is a financial advisor with Eagle Strategies (New York Life) in Harleysville, PA, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked with Eagle Strategies since 2008 and operates Calafati Financial Group, which sells New York Life products and brokers non-registered insurance products. He is also a passive investor in BLOCS Scholarship LLC. Eagle Strategies serves a diverse client base, including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Steven Lane is a CFP® with 23 years of industry experience, currently affiliated with Janney Montgomery Scott where he has worked since 2009. He serves on the endowment committee board of Westminster Presbyterian Church. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse range of clients through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Michael Paccione is a Series 66-registered financial advisor at Valic Financial Advisors with one year of industry experience. His prior roles include positions at Ernst & Young, AtlantiCare, and Stockton University. He is also a member of the New Jersey Air National Guard. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm uses Envestnet’s platform for discretionary unified managed accounts and employs a centralized technology-driven approach to serve a broad client base.

Barry Ford is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016 and previously worked at PNC Wealth Management from 2007 to 2016. 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, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Meghan Kelly is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and Northwestern Mutual. Kelly serves on the boards of two nonprofit organizations, Friends of Delaware County Women and Pennsylvania Resources Council. Citizens Securities serves individual and high-net-worth investors with a range of brokerage, advisory, and insurance services. Its offerings include a digital advisory program and managed accounts, supported by the firm’s affiliation with Citizens Bank, N.A.

Joshua Eskin is a CFP® and holds a Series 66 designation with three years of industry experience. He is currently with Janney Montgomery Scott and previously worked at The Vanguard Group, Inc. from 2022 to 2025. His background also includes roles at Levy Wealth Management Group and Eisenberg, Rothweiler, Winkler, Eisenberg & Jeck, P.C. 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 individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Regina Colburn is a financial advisor at Janney Montgomery Scott with eight years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Janney Montgomery Scott, she worked at The Vanguard Group for multiple years and has been involved with The Treehouse: A Children's Museum since 2022. 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 municipalities, offering a range of brokerage, financial planning, and advisory services.

David Courlang is a financial advisor at Principal Financial Services with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including Principal Securities, NYLIFE Securities, and Primerica Advisors. In addition to his advisory role, he writes life, annuity, disability, long-term care, group, and individual insurance policies through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. 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.

Melissa Howard is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation with 12 years of industry experience. Prior to joining Citizens Securities in 2022, she worked for Santander Securities, LLC and Santander Bank, NA from 1998 to 2022. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program using proprietary algorithms and a separate Managed Account program, while operating as a broker-dealer and insurance agency.

Craig Charlton is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Union Financial Inc and Pruco Securities, LLC. Outside of his advisory role, he serves as Treasurer and board member of the Windy Hill Homeowners Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through a variety of advisory and promoter arrangements.

Charles Hoffmann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes long tenures at Commonwealth Financial Network and Portin Hoffmann Financial Group Inc, as well as roles at Marcum Wealth LLC and FourFront Advisors, LLC. Outside of his advisory work, he serves as Vice President and Co-Trustee for ILIT AG/SG in Philadelphia, overseeing trust and insurance policy maintenance. 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 process combining passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.

Daniel Levin is a financial advisor with Janney Montgomery Scott in Blue Bell, PA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Janney Montgomery Scott since 2009. Levin serves on the Board of Governors and Admissions Committee of the Philadelphia Cricket Club and is a board member of the Bucks County Chapter of the Fox Chase Cancer Center. 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 charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Charles Collings is a financial advisor at Janney Montgomery Scott in Bryn Mawr, PA, holding a Series 63 designation with 44 years of industry experience. He has been with Janney Montgomery Scott since 2009. Collings serves on the advisory board of the Primitive Hall Foundation in Unionville, 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.

Amanda Salyer is a CFP® professional with 19 years of industry experience, currently with Prime Capital Financial since 2026. She previously worked at Financial Engines Advisors L.L.C. and Fidelity in various advisory roles spanning over eight years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated tax advisory subsidiary alongside its family office practice.

Nicole Pizzi is a financial advisor with Eagle Strategies (NY Life) in Wayne, PA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been affiliated with New York Life Insurance Company and NYLIFE Securities LLC since 2010 and 2012, respectively. In addition to her advisory work, she is employed as a caregiver at Accessible Home Health Care of The Main Line. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages the vast majority of its assets under non-discretionary arrangements within an integrated New York Life affiliate structure.

Michael Hoover is a financial advisor at Principal Financial Services with a Series 66 credential and one year of industry experience. His prior work history includes roles at Principal Securities, Principal Life Insurance, and Enterprise Mobility, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.