Robert Meyers is a financial advisor at Janney Montgomery Scott with a Series 66 designation and over 10 years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company from 2015 to 2025 before joining Janney Montgomery Scott. 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, as well as charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Andrew Tremblay is a CFA® charterholder with 13 years of industry experience. He currently works at PNC Wealth Management and previously spent over a decade at BlackRock. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and executes investments via mutual funds and ETFs with annual rebalancing.

Max Weintraub is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has also been associated with LPL Financial, LLC and operates Weintraub Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates both proprietary and third-party investment solutions alongside multiple investment strategies.

Michael Stine is a financial advisor with Lincoln Investment who holds a Series 66 designation and has 20 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012 and previously worked at Janney Montgomery Scott from 2006 to 2012. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm utilizes an in-house Investment Management & Research team to construct strategic model portfolios and offers a range of financial planning, consulting, and portfolio management services.

Andrew Carnevale is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Aberdeen Asset Management, Poplar Forest Capital, and Quasar Distributors. 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 a range of brokerage, financial planning, and advisory services.

Daniel Koven is a financial advisor at TIAA-CREF with the Series 66 designation and four years of industry experience. He previously worked at Guardian Life from 2018 to 2023 and has been with TIAA-CREF since 2024. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model portfolio management and customized portfolios under a fiduciary standard and acts as adviser to a donor-advised fund.

Michael Archer is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds a Series 66 credential and has worked at Janney since 2021, following a decade at Bank of America and Merrill. 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 and provides investment advice through a combination of in-house portfolio management, third-party managers, and multiple advisory programs.

Robert Hoey is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Janney since 2011 and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker. Outside his advisory role, he serves as Vice Chairman of the Rowan University Foundation Investment Committee and is a board member of the Rowan Innovation Venture Fund, which invests in early-stage technology and health science ventures affiliated with Rowan University. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Joseph Roberts is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 63 designation and four years of industry experience. His prior roles include positions at Rockefeller Financial LLC, ROCKEFELLER Capital Management, and Zeke Capital Advisors. Citizens Securities serves a broad retail client base including individuals, high-net-worth investors, and retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm features a digital advisory program utilizing proprietary algorithms to recommend ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Susan Fuhrman Holin is a CFP® professional with 27 years of industry experience. She is currently with Independent Financial Partners and previously worked for Fuhrman Management Associates, Inc. for 26 years. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform and is notable for its formal retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services.

Laura Fullmer is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA. She holds a Series 63 designation and has 20 years of industry experience, including 17 years with Janney Montgomery Scott. 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 plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Vincent Bona is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at TIAA-CREF since 2018, following three years at PNC Investments and PNC Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management through customized and model portfolio strategies.

Paul Dellamonica Jr. is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 credential and 10 years of industry experience. He has been with Lincoln Investment since 2016 and also works as a mechanic in the HVAC industry. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through various model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Donald Rohner is a financial advisor with Janney Montgomery Scott and holds a Series 63 designation. He has 42 years of industry experience, including over two decades at Janney Montgomery Scott in various capacities. Outside of his advisory work, he has been involved with Host International's Charley's Place since 1981. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves a wide range of clients and provides brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Nabiha Khan is a financial advisor with TD Private Client Wealth LLC in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with TD Bank N.A. since 2021 and also works part-time as an accounting manager for American Falcon International Inc., a manufacturer’s representative in the electric and electrical parts export and import sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers comprehensive portfolio management and financial planning services.

Michen Sirleaf is a CFP® with 18 years of industry experience currently with Schwab Wealth Advisory in Radnor, PA. He has held roles at several firms including CliftonLarsonAllen Wealth Advisors, TD Ameritrade, PNC Bank, Wells Fargo Clearing, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain clients referred by Charles Schwab & Co. The firm uses proprietary asset allocation models and research tools to offer tailored recommendations without exercising discretionary trading authority.

Luke Mccormick is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He has held roles at TD Private Client Wealth LLC and TD Bank, N.A. since 2017 and previously worked at TD Ameritrade, Inc. from 2013 to 2017. He holds the Series 63 and Series 66 designations. 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 TDIS clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody and reporting through third-party custodians.

Howard Kades is a financial advisor at Mercer Global Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Kades & Cheifetz, LLC and Kades Financial, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, businesses, and nonprofits. The firm uses a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Sean Cook is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network since 2013. He is also the owner of Harvest Advisers LLC, a private operating company for securities and advisory services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services for individual and institutional clients.

Ryan Robinson is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Edward Jones. His career also includes roles at Clemson University and DePuy Synthes. 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 TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.