Alan Pollack is a financial advisor at Hornor, Townsend & Kent, LLC with 30 years of industry experience. He holds the PFS™ and Series 63 designations and has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent for 28 years. In addition to his advisory role, he operates a CPA practice providing accounting, tax planning, payroll processing, and consulting services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with a platform that includes third-party asset managers, tailoring investment strategies to client needs.

Paul Karsevar is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Janney Montgomery Scott LLC since 2013. 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.

David Page is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Janney Montgomery Scott since 2009. Outside of his advisory role, he serves on the advisory committee of Philadelphia Hide and owns a farm, Trimbles Ford, where he manages maintenance and livestock. 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 broad client base including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services through various wrap programs and centralized asset management.

Eileen Wood is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. She worked for PNC Capital Markets, Inc. for 22 years prior to joining Truist Investment Services. Wood serves as Treasurer and a Board Director for Joseph’s House of Camden, a homeless shelter providing accommodations and social services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and an AI-enabled Equity Research team.

Victor Salanovsky is a financial advisor at Citizens Securities, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, J.P. Morgan Securities, and PNC Wealth Management. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs—such as a digital advisory program using algorithm-driven, ETF-based portfolios—and commission-based brokerage and insurance services.

Caitlin Strunk is a CFP® with 10 years of industry experience, currently serving with Private Advisor Group, LLC since 2018. Her career includes roles at LPL Financial and National Planning Corporation. Outside of her advisory work, she is involved with Comprehensive Financial Holdings, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a range of investment strategies and technology platforms, often utilizing third-party managers and wrap advisory programs.

Daniel Herman is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2016, following prior roles at Wells Fargo Clearing and Ameriprise. 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 including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and managed account programs.

Ryan Morgan is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at LPL Financial, Hartford Funds Distributors, and Kreischer Miller. Outside of finance, he has involvement with the Union League National Golf Club and the Huntingdon Valley Country Club. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and third-party managers to deliver customized investment solutions.

Percy Mason III is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and PNC Bank. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients with a range of portfolio management, financial planning, and consulting services. The firm operates as both an investment advisor and a registered broker-dealer, offering an integrated platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Christopher Mayer is a financial advisor at OSAIC Institutions, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pacer Financial, Inc. for four years and has a background that includes roles in education at Boston College and St. Joseph's Preparatory School. OSAIC Institutions, Inc. serves individual and institutional clients including high-net-worth individuals, ERISA plans, trusts, estates, and corporations. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model with a network of investment adviser representatives.

Lawrence Tchou is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and with 8 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has prior experience with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Additionally, he serves as an insurance agent with Bankers Life & Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs with access to a broad range of securities and outside managers.

Sylar Hinkle is a financial advisor at Lincoln Investment with Series 63 and Series 65 credentials. He has one year of industry experience and has previously worked at Phillips Financial Services. Outside of finance, he has been involved with Cool Creek Golf Course since 2020. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a combination of advisor-led and firm-managed strategies supported by an in-house Investment Management & Research team.

Saul Lang is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked in the restaurant industry as a cook at North Park Lounge. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that constructs model portfolios and employs multiple third-party managers.

Alan Fefer is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 1999 and is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement plan participants, offering managed-account programs, financial planning, and brokerage services.

Jason Stanco is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Truist Investment Services. Outside of his advisory role, he has managed residential real estate investment entities. Truist Advisory Services provides investment consulting and advisory services to a broad client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support through a combination of discretionary and non-discretionary manager relationships, utilizing third-party platforms and AI-enabled research tools.

Joshua Holin is a financial advisor at Independent Financial Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Fuhrman Management Associates, Agency M, One Trick Pony, and Red Tettemer O'Connell & Partners. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting.

Jerry Wacura is a financial advisor with Empower Advisory Group in Philadelphia, PA, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at several firms including GWFS Equities, Wells Fargo Clearing, Wells Fargo Bank, Bank of America, Merrill, and TD Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning, serving a large participant base with a high client-to-advisor ratio.

Hee Park is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including long tenures at FSC Securities Corporation and several advisory roles since 2023. He also operates JSO Partners, an entity related to his LPL business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model is fiduciary-based and incorporates both proprietary and third-party investment solutions, leveraging multiple strategies and technologies to address client goals and risk tolerances.

Heath Davis is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2012. Outside of his advisory role, he is involved in multi-line insurance brokerage through 1847BENEFITS and life insurance brokerage via 1847FINANCIAL. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs a mix of third-party asset managers with discretionary and non-discretionary account options.

Daniel Petrovich is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Penn Mutual / Hornor, Townsend & Kent since 2003. Outside of his advisory role, Petrovich serves as a board member emeritus for Munopco Music Theatre and works as a freelance actor and director. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering both discretionary and non-discretionary account options supported by a network of third-party asset managers.