Mark Weiner is a financial advisor at BC Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with MAFG RIA Services, Inc. and Tristar Insurance Group. BC Advisors, LLC provides ongoing investment advisory services, portfolio analysis, and consolidated performance reporting to individuals, trusts, pension and profit-sharing plans, corporations, estates, and other entities. The firm employs fundamental analysis supplemented by charting and cyclical analysis and offers a broad range of investment strategies, including equities, options, fixed income, ETFs, private funds, and alternative investments.

Billie Aponte is a financial advisor at Sound Income Strategies, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Sound Income Strategies since 2015, alongside operating Aponte Financial Services LLC, which sells fixed insurance and fixed annuity products. Sound Income Strategies serves a diverse client base including individuals, corporations, pension clients, and registered advisors, offering asset management, financial planning, ERISA plan services, and sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies that combine fundamental and technical analysis, actively managing portfolios to address duration, yield, and credit exposure.

Robert Savino is a ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with Apollon Wealth Management, LLC and has held previous roles at Purshe Kaplan Sterling Investments, Prism Advisory Group, and several other firms. Savino is also a managing member of Prism Advisory Group, LLC, where he provides investment advice and financial planning. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, businesses, and other clients, offering financial planning, portfolio management, and retirement plan advisory services. Its approach combines centrally managed strategies with locally managed portfolios and incorporates fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Steven Brettler is a financial advisor at Gladstone Wealth Partners with 25 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank before joining Gladstone and LPL Financial in 2020. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies and third-party solutions.

Jordan Alexander is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Rockefeller Capital Management. 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, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Ray Tucholski III is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Rock & Co LLC since 2019 and has prior experience with Bank of America, N.A. and Merrill. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Debra Osifat is a financial advisor with Commonwealth Financial Network, holding Series 63 and 65 licenses and bringing 24 years of industry experience. She has worked at JRB Wealth Management and Ameriprise Financial Services, Inc. Prior to her current role, she has also provided tax preparation and general accounting services through JRB Wealth Management. 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 over $200 billion in client assets. The firm supports its advisors with a range of managed account programs, access to third-party asset managers, and custody and clearing services.

James Bell is a CFP® with 27 years of industry experience, currently affiliated with Commonwealth Financial Network and Foundations Financial Partners since 2025. He previously worked at FSC Securities Corporation for 21 years and OSAIC for two years. Bell is the owner of Bell Planning Group, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and serves as a platform provider delivering operations, trading, technology, compliance, and practice-management support.

Maria Deysher is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Valic Financial Advisors since 2003 and previously worked at Agia. Outside of her advisory role, she serves as a member of the Garnet Valley School Board in Pennsylvania. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Kenneth Kovalik is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he provides management consulting services and serves in leadership roles with local nonprofit organizations and his church. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions tailored to client needs.

John Heacock is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with Valic Financial Advisors since 2025. His prior roles include positions at Mass Mutual Investors Services, Merrill Lynch Wealth Management, Wealth Enhancement Group, and M Financial Group. He is also appointed as an agent for non-securities insurance products with AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts implemented via Envestnet’s platform and third-party UMA model managers.

Scott Jordan is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior roles include positions at Fidelity and Transamerica Investors Securities Corp. Outside of his advisory work, he is an agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm employs discretionary unified managed accounts through Envestnet’s platform and offers portfolio management and financial planning services via a large network of advisors.

Mitchell Adler is a financial advisor at SPC with 41 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2005. Adler holds a Series 63 designation and is also involved in insurance sales through his own business, Mitchell Adler, LLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through over 460 investment adviser representatives managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary arrangements tailored to client needs.

Timothy Ackerman is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he held roles at Leonard Financial Solutions and Leonard Wealth Solutions. His work background also includes positions in the hospitality industry at Rita's and Caffe Aldo Lamberti. AE Wealth Management serves a broad range of clients including individuals, corporations, trusts, and ERISA plan sponsors through fee-based portfolio management, financial planning, and retirement-plan consulting. The firm employs discretionary model portfolios and a variety of investment strategies, managing nearly $50 billion for over 127,000 clients.

John Walker III is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Wisdom Planning, LLC, Andrew Garrett Inc, Cordasco Financial Network, Inc., Cco Investment Services, and Citizens Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and tax-management strategies.

Tyler Richards is a financial advisor with PNC Wealth Management in Hamilton, NJ, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, among other firms. Outside of his advisory role, Richards also works as a driver for Lyft and Uber. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account pilot available to select employees. The firm employs algorithm-driven risk assessments and utilizes third-party strategists and investment delegates for portfolio management.

Prakash Shetty is a financial advisor at Citizens Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has held previous roles at Citigroup and HSBC, including HSBC Bank USA NA and HSBC Securities (USA) Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers both investment advisory programs—such as a proprietary digital advisory platform managed with SigFig—and brokerage and insurance services.

Serena Mao is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience and a Series 66 designation. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Boyds Philadelphia. 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. The firm supports its network of over 400 independent investment adviser representatives with a range of portfolio management options, financial planning, and retirement consulting services, employing multiple analytical approaches and acting as a fiduciary when engaging clients under written advisory agreements.

Jamie Direnzo is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He has been with Commonwealth since 2010 and is also involved with EBA Consulting. Outside of his advisory work, he is engaged in fixed insurance products including life, disability, and annuities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and access discretionary model portfolios.

Robert Weckenman is a CFP® with 44 years of experience in the financial services industry. He has been with Janney Montgomery Scott since 1979. He volunteers as a fundraising cabinet member for the Central Association of the Miraculous Medal Fund in Philadelphia. 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.