John Paul Bradley is a CFP® with 16 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held prior roles at Wells Fargo Bank, NA, Wells Fargo Clearing, and PNC Investments LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies, supported by educational content and specialized client programs.

Robin Morris is a financial advisor with Janney Montgomery Scott LLC, holding a Series 63 designation and over 31 years of industry experience. He has been with Janney Montgomery Scott since 1993. Outside of his advisory role, Morris is involved as the owner of Specialty Electric Co., Inc., and serves as treasurer for the Rockledge Volunteer Fire 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 and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Jessica Landreth is a financial advisor with Citizens Securities, Inc. in Erdenheim, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Cco Investment Services Corp. before joining Citizens Securities, where she has been since 2020. Outside of her advisory role, she sells hand-made knitwear online under the name Garden to Ewe. 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 advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and an insurance agency.

Sean Bergin is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank, N.A., and operated his own firms, Bergin & Co., LLC and Ironview Capital Management LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, consulting, and brokerage services, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Stephen Ryan is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 1994. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Michael Kelley is a financial advisor at Sequoia Financial Group, L.L.C. in Berwyn, PA, with eight years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Zeke Capital Advisors since 2015. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model portfolios and custom solutions overseen by an Investment Policy Committee, utilizing a range of investment vehicles and research methodologies.

Mark Juelis is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He previously worked for Brandywine Global Investment Management and Franklin Distributors, LLC for 12 years. Outside of his advisory work, he has involvement with Fair Gage, LLC, a family real estate business in Fort Washington, PA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and consulting services, operating with a Private Advisor model and a consolidated investment platform that combines discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Alexandra Freedman is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. Outside of her advisory work, Freedman is actively involved in nonprofit leadership, serving as Board President of JNFuture Philadelphia and Vice Chair of the Jewish Federation of Greater Philadelphia’s NextGen group. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of more than 400 independent advisers. The firm offers a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary when advisory agreements are in place.

Moustapha Mamadou is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His previous roles include positions at Wells Fargo Bank, Wells Fargo Clearing, Pruco Securities LLC, Foresters Financial Services, and The Prudential Insurance Company of America. Outside of his advisory work, he is a founder and board member of Give Her A Chance, a nonprofit focused on supporting and providing education for girls. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of affiliated and third-party managers through a structured asset allocation process.

Danila Vasiukou is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Key Investment Services and KeyBank, Danila has held roles at Principal Life Insurance Company, Principal Securities, and various other organizations. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and provides oversight of third-party advisory products within the KeyCorp group.

Matthew Conway is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation with three years of industry experience. He previously worked at Bryn Mawr Trust Co and was involved in Capt'n Chucky's Crab Cake Co. for five years. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, offering brokerage services, financial planning, and advisory programs to a wide range of clients including individuals, families, trusts, and institutional sponsors.

Christopher Franz Jr. is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding a Series 63 designation with 15 years of industry experience. His entire professional career has been with Janney Montgomery Scott and its affiliated entities 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 with brokerage services, financial planning, consulting, and multiple wrap/advisory programs, combining in-house and third-party portfolio management across various investment platforms.

John Maleno is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. He has operated Maleno & Associates since 2004, providing CPA and accounting services including income tax return preparation and consulting. Outside of his advisory role, Maleno is involved in life insurance brokerage through several entities, including 1847 Financial and Maleno Financial Services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Edward Lettieri is a financial advisor with Mercer Global Advisors Inc. in Radnor, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at TriState Capital Bank, Raymond James & Associates, Fort Pitt Capital Group, Hefren Tillotson, and American Century Investments. Outside of his advisory work, he serves as a board member of the Catholic Men's Fellowship of Pittsburgh, an organization focused on the development of Catholic faith. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other vehicles, and offers specialized services including retirement plan consulting and charitable advisory.

Ta Tyana Williams is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She currently works at Lincoln Investment and previously held roles at The Vanguard Group, Northwestern Mutual, and William Paterson University. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a mix of in-house and third-party investment strategies using both strategic and dynamic approaches.

Thomas Segerstrom is a CFA® charterholder with six years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Marsh & McLennan and The Vanguard Group, Inc. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team approach with a centralized investment process focused on asset allocation and manager due diligence, and it provides specialized services for clients with complex needs.

Alfonso Siravo is a financial advisor at Citizens Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citizens Securities since 2020, following prior roles at M&T Securities and M&T Securities, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and an insurance agency.

Michael Coyne is a CFP® and CFA® with 11 years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023. His prior roles include positions at Sageworth Trust Company and Charles Schwab Bank SSB. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model portfolios and custom solutions overseen by an Investment Policy Committee, utilizing various investment vehicles and incorporating fundamental, technical, and cyclical analysis supported by third-party research.

Carl Rosenfeld is a CFP® with 21 years of industry experience and is currently an advisor at Corient. His prior roles include positions at Radnor Financial Advisors, LLC, CIPW Service Company, LLC, and Corient Services LLC. He is a partner in Tomorrow Starts Today, a youth sports training program, where he contributes to strategy planning and marketing. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Gregory Nassour is a CFA® charterholder with four years of industry experience currently serving at Wells Fargo Investment Institute, Inc. He has worked at Wells Fargo since 2019 and previously spent 26 years at Vanguard. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm’s specialized divisions produce equity and fixed-income analysis, conduct third-party manager due diligence, and develop non-custom model portfolios primarily for affiliated users.