Christine Lindsay is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2012. She holds the Series 66 designation and is based in Yardley, PA. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Chad Kinney is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2009 to 2022 and Morgan Stanley from 2022 to 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Evangelos Tsembelis is a Series 66 licensed advisor at Rockefeller Financial LLC with 13 years of industry experience. His prior work includes roles at Merrill and Bofa Securities, Inc. He has been with Rockefeller Financial since 2021. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Mary Ann Lazzaro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at JRB Wealth Management since 2019 and previously spent seven years with Ameriprise Financial Services. Outside of her advisory role, she is president and owner of Lazzaro Financial Services, Inc., which offers tax preparation, accounting, and financial advice services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, along with operations, trading, technology, and compliance support to affiliated advisors.

Jovani Rivera is a financial advisor with Empower Advisory Group in Hamilton, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at GWFS Equities, Prudential Investment Management Services, J.P. Morgan Securities, and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Timothy Gormley is a CFP® professional with 32 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously spent 11 years at Stifel. 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 and offers brokerage, financial planning, consulting, and multiple advisory programs through a combination of in-house portfolio management and third-party managers.

Cheryl Rowan is a financial advisor at Rockefeller Financial LLC with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Merrill for 32 years and Bank of America, N.A. for 2 years. Rowan has been with Rockefeller Financial since 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to provide discretionary, non-discretionary, and model-based portfolio management solutions, along with broker-dealer services and placement of alternative investment vehicles.

Sean Moreland is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Bank of America, Merrill, and J.P. Morgan. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and uses a Private Advisor model combined with a consolidated investment platform to provide a range of discretionary and non-discretionary investment solutions.

Jennifer Schaefer is a ChFC®-designated financial advisor with Hornor, Townsend & Kent, LLC, bringing 32 years of industry experience. She has been with Hornor, Townsend & Kent and Penn Mutual Life since 1993. Outside of her advisory role, she operates several small businesses including insurance brokerage and health insurance services, as well as a family foundation focused on supporting children and animal welfare. 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, managing over $8 billion in discretionary assets with a platform that integrates third-party asset managers under a dual SEC-registered adviser and FINRA-member broker-dealer structure.

Theresa Stevens is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney in various capacities since 1993. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Surajit Ghosh is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley for 14 years, followed by The Goodkind Group before joining Rockefeller Capital Management and Rockefeller Financial 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, and consulting services, operating uniquely as a registered broker-dealer with capabilities including securities transactions, variable insurance products, placement, and investment banking services.

Charles Lo Cicero is a financial advisor at Citizens Securities, Inc. in Mount Laurel, NJ, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, The Prudential Insurance Company of America, The Vanguard Group, and Tapfin/EY. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program that utilizes proprietary algorithms for ETF-based portfolios, in addition to a Managed Account program and commission-based brokerage services.

Raymond Calvano Jr. is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including AET Investment Services, Dynamic Capital Investments, Cross Current Capital, and AXA. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house and third-party portfolio management across various platforms.

Sean Arnold is a CFP® professional with 11 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Bank of America, Merrill, LPL Financial, and TruMark Financial Credit Union. Arnold serves as Secretary of the Dickinson College Football Alumni Council. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking, all organized around a Private Advisor model and a consolidated investment platform.

Matthew Collier is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at BlackRock, Bank of America, Merrill, and CrowdStreet Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Charles Schwab & Co.'s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Christa Wendell is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Rockefeller Financial and Rock & Co LLC since 2018. Outside of her advisory role, she is a 50% owner of CWM Holdings LLC, a company involved in owning and leasing residential property. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and consulting with brokerage and investment banking services, operating through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Thomas Granaghan is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Foresters Financial Services, Foresters Advisory Services LLC, and Lord, Abbett & Co. LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform, and it operates as a registered broker-dealer providing a range of securities, insurance, and investment banking services.

Ryan Hamilton is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Janney Montgomery Scott since 2014. 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, financial planning, consulting, and multiple advisory programs.

Jonathan Battillo is a CFP® and Series 66 licensed advisor at Rockefeller Financial LLC with 21 years of industry experience. He previously worked at Bank of America and Merrill from 2004 to 2024. He is nominated to join the Board of Trustees and Finance Committee at Doane Academy. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Joseph Wilson is a financial advisor with Commonwealth Financial Network in Newtown, PA, holding a Series 63 designation and over 32 years of industry experience. He has worked with Commonwealth Financial Network and KBC Financial Services, Inc. since 2003, and previously with KBC Financial Advisors, Inc. and Independent Financial Advisors. Outside of his advisory role, he operates Wilson Financial Consulting Group, an accounting practice unrelated to investment services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad range of adviser support, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.