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.

Joseph Price is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior work includes roles at The Vanguard Group, Von Urff & Associates, and Wawa, Inc. Schwab Wealth Advisory, Inc. serves clients in the Schwab Wealth Advisory program and certain referrals by Charles Schwab & Co., providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standardized asset-allocation models and internal research, with client authorization required for all trades.

Xin Chen is a financial advisor at Hornor, Townsend & Kent, LLC with 10 years of industry experience. Chen holds Series 63 and Series 65 credentials and has worked at several organizations including Air Products and Chemicals and Bloom Energy. Outside of advising, Chen is involved with Radnor High School and manages private investment ventures through Sky Queen Investments, LLC and Transglobal Holding Company. 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 both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Kevin Drobnes is a financial advisor at Equity Services, Inc. with 24 years of industry experience. He holds the Series 66 designation and has worked with National Life of Vermont, Equity Services, and SD Associates. Outside of his advisory roles, he is a licensed insurance agent and a shareholder in an accounting firm. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Rebecca Bear is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and over 22 years of industry experience. Her career includes roles at TD Private Client Wealth LLC, Bank of America, Merrill, and PNC Investments. She serves as secretary on the board of the Institute for Human Resources and is a director on the East Stroudsburg School Board. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program using proprietary algorithms and a Managed Account program, operating as both a broker-dealer and insurance agency.

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 the Series 66 designation and has worked at firms including Penn Mutual Life Insurance Company and 1847Financial. In addition to his advisory role, he is involved in insurance brokerage, primarily focused 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 advisory and broker-dealer services, offering a range of account options and overseeing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Wayne Thompson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at The Beacon Group of Companies, LPL Financial, and Ascensus, LLC. In addition to his advisory work, he has been involved in consulting on employer-sponsored retirement plan design, vendor selection, investment oversight, and employee education. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors and large institutional investors. The firm offers a variety of solutions such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Kunal Sharma is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His prior roles include positions at Merrill, Bank of America, JP Morgan Securities, and Wells Fargo Clearing. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program based on ETF portfolios managed with proprietary algorithms, as well as commission-based brokerage and non-discretionary advisory business.

William Mastalski is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2009. He holds a Series 63 license and is based in Bryn Mawr, PA. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple wrap/advisory programs through a combination of in-house portfolio management and third-party managers.

Rocco Mazzei is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. His background includes roles at Park Avenue Securities and National Financial Network, as well as academic work at Salve Regina University and Bentley University. Outside of finance, he has experience with Beanie Bounce Party Rentals, a family entertainment business. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions.

Michael Langley is a financial advisor with Principal Financial Services in Wayne, PA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Principal, he worked at NYLIFE Securities LLC and New York Life Insurance Company for four years each. 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, with investment implementation typically carried out on a discretionary basis by affiliated or unaffiliated managers.

Kyle Slane is a CFP® with six years of experience and is currently with Janney Montgomery Scott. He has been with the firm since 2019, following earlier roles at the University of Kentucky and Wellshire Farms. Outside of his advisory work, he coaches youth baseball teams in New Jersey and California. 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 municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Philip Diprimio is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2013. Based in West Chester, PA, he provides advisory services within a large enterprise firm. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage, financial planning, consulting, and various advisory programs through a combination of in-house portfolio management and third-party managers.

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.

Michael Troy is a financial advisor with Principal Financial Services in Berwyn, PA, holding a Series 63 designation and over 33 years of industry experience. His prior roles include positions at APW Capital, Kistler Tiffany Advisors, and One Digital. Troy serves as a board member for the Conestoga High School Girls Rugby Club. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct adviser and promoter arrangements.

Brett Garrison is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds the Series 66 designation and has prior experience working in the education sector with the Downingtown Area School District and the School District of Philadelphia. Garrison also engages in insurance brokerage activities as an agent for Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside its investment advice.

Derek Davidson is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eagle Strategies since 2015. Outside of his advisory work, Davidson serves on the board of The Institute For Behavior Change, an organization providing services for children with disabilities. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Langerhans is a CFP® and holds a Series 65 license, currently advising at Wealth Enhancement Advisory Services, LLC with seven years at the firm and four years of industry experience overall. His prior roles include founding Live Your Vision LLC and a four-year tenure at La Salle University. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and combines passive and active investment strategies with oversight by an internal Investment Committee.

Anthony Schifano is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Cetera, Mcs Bank, Intuit, Equitable Advisors, and Axa Advisors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering a range of advisory, brokerage, and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, and it is wholly owned by Citizens Bank, N.A.