Ryan Mahlstedt is a financial advisor at Rockefeller Financial LLC with 7 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Merrill and Morgan Stanley. Mahlstedt has been with Rockefeller Financial in various capacities since 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Sean Smith is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Merrill for eight years and Red Light Management for six years before joining Rockefeller Trust N.A. and Rockefeller Financial LLC in 2026. Outside of his advisory role, he consults on corporate strategy and operations for his family's business, Genesis Educational Service. 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, and operates as a registered broker-dealer providing securities transactions, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

Steven Silverman is a financial advisor at Centaurus Financial, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2003, following a one-year tenure at Equitable Advisors. In addition to his advisory role, he is involved in the sale of fixed insurance and fixed annuities as a non-investment-related business activity. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of discretionary and non-discretionary arrangements.

Gregory Reading is a ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has previously worked at Lane Hipple Wealth Management Group, Cetera, and Foresters Financial Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm utilizes a Partner-led Team structure and an open-architecture investment process focused on asset allocation and manager due diligence.

Cory Logan is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 19 years. 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 also operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

David Selenko is a financial professional with 24 years of industry experience, currently affiliated with GWN Securities Inc. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, MetLife Securities, Morgan Stanley, and Ameriprise. He is also an inactive attorney and holds insurance licenses across multiple lines. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm offers a range of branded programs that incorporate discretionary portfolio management and model portfolios, using both affiliated and unaffiliated sub-advisers and strategies including market-timing and momentum-based approaches.

Shawn Purdy is a CFP® with 33 years of industry experience currently serving as an advisor at Integrity Alliance, LLC. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. for over a decade. Outside of his advisory role, he is the sole owner of Pinnacle Ventures LLC. Integrity Alliance is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in client assets. It offers a range of advisory and brokerage services to individual investors, corporations, and retirement plans, utilizing various portfolio management strategies and platforms.

Frank Weckenman is a CFP® professional at Janney Montgomery Scott in Yardley, PA, with 49 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1979. 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 advisory programs.

Emily Mulligan is a CFP® with one year of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She previously worked with Lane and Associates LLC and Lane Hipple Wealth Management Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm utilizes a Partner-led team structure and a multi-criteria selection process supported by ongoing due diligence, offering specialized services for clients with complex needs alongside an enterprise-scale platform.

Rachel Zhang is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporate entities. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, alongside brokerage, insurance, and investment banking capabilities.

Tyler Hamilton is a CFP® with 11 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2023. Prior to this, he spent nine years at The Stanley Laman Group. 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, offering brokerage services, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Christopher Di Medio is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Bank of America, N.A. and Merrill prior to joining Rockefeller. Outside of his advisory role, he is the owner of The DiMedio Foundation for Children, a charitable organization focused on raising funds for children in need. 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 a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Cole Gregan is a financial advisor at Guardian Life with four years of industry experience and holds a Series 66 designation. His prior roles include positions at BNY Mellon Securities Corporation and Merrill. He operates within Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and a range of integrated financial services.

Alexander Di Medio is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and has held positions at Merrill Lynch and the University of Richmond. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and it operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Patrick Sweet is a CFP® with 11 years of industry experience currently affiliated with Rockefeller Financial LLC. He has worked at Merrill and Rockefeller Capital Management, with a prior role at Starbucks Corporation. 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 portfolio management, financial planning, and consulting while operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Edward Swan II is a financial advisor with TD Private Client Wealth LLC and TD Bank, N.A., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with TD since 2012. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody services.

Cameron Zubey is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Tussey Mountain. Outside of financial services, he has experience working at FourPaws Doggie Daycare. 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 and financial planning services and operates as a registered broker-dealer, providing access to a consolidated investment platform and personalized managed account solutions.

R Gaillard is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Janney Montgomery Scott since 2017. 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 broad client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Kristian Lehner is a financial advisor with Kestra Advisory who holds the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2004. Outside of his advisory work, Lehner serves as the treasurer for Immanuel Presbyterian Church, handling bookkeeping and banking functions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Thomas Dawson is a Series 66 licensed advisor with PNC Wealth Management in Bensalem, PA, and has 22 years of industry experience. He has worked at PNC Investments LLC since 2013. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, employee pilot that uses algorithmic risk assessments and manages portfolios with approved model strategies implemented via mutual funds and ETFs.