Lingpeng Xiao is a CFP® and CFA® registered with Rockefeller Financial LLC, with four years of industry experience. Prior to joining Rockefeller, Xiao worked at UBS Financial Services Inc and Global Time Investment Inc. 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 combines portfolio management, financial planning, and broker-dealer services within an integrated Private Advisor model and a consolidated investment platform.

Michael Germano IV is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Steward Partners Investment Advisory, LLC since 2017 and previously held roles at Citigroup Global Markets and Raymond James Financial Services. Germano serves as a board member for Accountable Equity, a hospitality business, and is an advisor on the RocketHub Advisory Committee. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, and managed account programs through both discretionary and non-discretionary portfolio management with a range of proprietary and third-party solutions.

Ryan Flurer is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 65 designation and previously worked at Cordasco Financial Network, Inc. from 2014 to 2021 before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory and offers a range of portfolios implemented through ETFs, index funds, separate account managers, and private fund platforms.

Dawei Yan is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He previously worked at Merrill for six years and has experience running a business providing international education consulting services. Yan also operates Creative Yan Studios, a photography and cinematography business specializing in wedding and portrait services outside of work hours. 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 both discretionary managed accounts and a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Sindu Gopalakrishnan is a financial advisor with PNC Wealth Management in Wayne, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She previously worked at The Vanguard Group, Inc., Wells Fargo Clearing, and WELLS FARGO Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online credentials. The firm employs algorithm-driven model selection and delegates portfolio implementation to third parties, using mutual funds and ETFs with annual rebalancing.

Alexandre Quantin is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 11 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as a board member of the French International School of Philadelphia and operates several consulting and service businesses. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services, managing approximately $15 billion in regulatory assets under management.

John Vaughn is a financial advisor at TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 65 licenses with nine years of industry experience. His career includes roles at TIAA-CREF since 2018 and prior experience at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2013 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily serving individuals with existing relationships through employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing portfolio management, employing both model-based and customized investment strategies.

Christopher Giampietro is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Hightower Securities and THE Vanguard Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm utilizes a multi-manager approach, combining affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Thomas Buckman is a CFP® with 12 years of experience in the financial industry. He is currently with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2024. His prior experience includes roles at The Vanguard Group and Uber. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

David Jacowitz is a ChFC® credentialed financial advisor with 24 years of industry experience. He has worked at Equity Services, Inc. since 2017 and has prior experience with National Life Group, MML Investors Services LLC, and Massachusetts Mutual Life Insurance Company. Jacowitz is also involved in charitable work as president of the EFG Charitable Foundation. Equity Services, Inc., known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a mix of long-term strategies and shorter-term trading options, utilizing third-party asset managers and model portfolios.

Philip Malitas is a Series 65-licensed financial advisor with one year of industry experience, currently with Beacon Pointe Advisors, LLC. His prior roles include positions at Janney Montgomery Scott and Lighthouse Planning Consultants. Outside of finance, he has worked at Passariello's Pizzeria. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Emily Wernly is a CFP® and Series 66 credentialed financial advisor with eight years of industry experience. She has been with Janney Montgomery Scott since 2018 and previously worked at Levy Wealth Management and Northwestern Mutual. 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 a range of brokerage, financial planning, and advisory services.

Anthony Snaith is a financial advisor with Janney Montgomery Scott in Radnor, PA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Janney Montgomery Scott since 2001. 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 that includes individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Maureen Cunningham is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Janney in various capacities since 2006. 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 multiple wrap and advisory programs.

Linda Murphy is a Series 66-licensed financial advisor with Janney Montgomery Scott in Philadelphia, PA, where she has worked since 1996. She has 24 years of industry experience. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Selden Staples is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 multiple wrap/advisory programs.

Louis Butera is a CFP® with 37 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has worked there since 2018, while also maintaining a long-term association with LPL Financial dating back to 2012. He previously worked at CUNA Brokerage Services, Inc. from 2004 to 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model with access to proprietary and third-party managed account solutions and employs a variety of investment strategies implemented through multiple platforms and external managers.

Corey Garnier is a CFP® with 10 years of industry experience, currently affiliated with Schwab Wealth Advisory Inc. He has previously worked at Fidelity Investments, The Vanguard Group, Inc., and Creative Financial Group. Garnier holds a Series 66 license and is based in Radnor, PA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients. The firm employs Schwab’s asset-allocation models and research tools to guide investment selections, operating without discretionary trading authority and typically recommending separately managed accounts.

John Myers is a financial advisor at J.W. Cole Advisors, Inc. with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. His career includes roles at Woodwell Asset Management and J.W. Cole Advisors, Inc., where he has worked since 2005. Outside of his advisory work, he is president and owner of Advisor Audit, LLC, an insurance sales business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

David Lojpersberger is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at UBS Financial Services and Wells Fargo Clearing. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients using a combination of in-house portfolio management and third-party managers across multiple advisory programs.