Donald Didonato is a financial advisor with PNC Wealth Management, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering for employees that uses approved model strategies managed by PNC or third parties and executed with mutual funds and ETFs.

Connor Alcarese is a financial advisor at Janney Montgomery Scott with a Series 66 designation and no prior industry experience. He has been with Janney Montgomery Scott since 2022. Outside of his advisory role, he has experience working at Dewey Beer Co and has been involved in various roles during his education at James Madison University and Salesianum School. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs through both in-house and third-party portfolio management.

Anthony Juliano is a CFP®-certified financial advisor at &PARTNERS with seven years of industry experience. He previously worked at Wells Fargo Clearing Services, LLC for six years and BlackTree Healthcare Consulting for two years. Juliano is based in Wilmington, Delaware. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Kelly Kramarck is a financial advisor with Principal Financial Services based in Wilmington, DE, holding CFP® and Series 63 designations and bringing 21 years of industry experience. He has been associated with Principal Securities INC since 2016 and has prior experience with Financial Advisors of Delaware Valley and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Gouliamis is a financial advisor with TIAA-CREF in Newark, DE, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he serves as treasurer for a six-member condominium homeowners association. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various managed account programs under a fiduciary standard.

Randall Renneisen is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Janney Montgomery Scott 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 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.

Steven Mercer is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 66 designation and has 18 years of industry experience. Prior to joining Voya in 2016, he worked at MSI Financial Services, Inc. and Equitable Advisors. He is also an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services using a combination of in-house and third-party strategies, technology tools, and a broad product shelf that includes affiliated and unaffiliated investment products.

Nancy Carmean is a financial advisor with Janney Montgomery Scott in Wilmington, DE, holding a Series 63 designation and 29 years of industry experience. She has worked at Janney Montgomery Scott since 2017 and previously spent a decade with Morgan Stanley and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as vice president and owner of two family-related real estate businesses, where she assists with bookkeeping and bill paying on a limited basis. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Josef Weiser is a financial advisor with PNC Wealth Management in Elkton, MD, holding Series 63 and Series 66 registrations and two years of industry experience. His prior roles include positions at Bank of America, Merrill, The Vanguard Group, and Wells Fargo Bank. Outside of finance, he is starting Pulse Consulting Strategies LLC, a business aimed at providing secret shopper and mock health inspection services to small local restaurants. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and managed model strategies primarily invested in mutual funds and ETFs.

Tina Seasock is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. She has 14 years of industry experience, including roles at LPL Financial since 2012 and as owner of Seasock's Commercial Services, a cleaning company, since 2002. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and provides clients with a range of investment strategies using proprietary platforms and third-party managers.

Christopher Buckley is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Securities LLC and New York Life Insurance Co. He is currently based in Wilmington, Delaware. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both Steward Partners-branded and third-party portfolio management solutions.

Michael Koppenhaver is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is a silent partner in several investment-related ventures, including a hospitality company and a brewery, and serves as managing partner overseeing a commercial property development. Janney Montgomery Scott 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 with brokerage, financial planning, consulting, and various advisory programs, utilizing both in-house and third-party portfolio management.

Michael Johnson is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 66 designation and has worked at Janney since 2019, following prior roles at Bank of America and Merrill. 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, and institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Christopher Daniels is a financial advisor at Creative Planning with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Creative Planning in 2023, he spent 16 years at Daniels + Tansey, LLP. Outside of his advisory role, Daniels serves as Vice President of an insurance brokerage and is the Board President of a homeowners association in Wilmington, DE. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process centered on low-cost indexing and buy-and-hold strategies, supported by supplemental approaches and a broad range of affiliated non-investment businesses.

Crystal Van Lenten is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on developing personalized financial strategies that align with her clients’ long-term goals, with an emphasis on wealth management planning, tax minimization, and estate planning. Crystal works to create flexible strategies that respond to changing market conditions while providing access to Merrill’s investment insights and Bank of America’s banking and lending solutions. Her client focus includes college and education planning, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Crystal follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of her professional work, Crystal enjoys baseball, football, golf, music, tennis, traveling, and spending time with her family. Her approach to wealth management emphasizes a collaborative process designed to help clients pursue their financial goals through individualized planning.

Dana Wilkins is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Janney Montgomery Scott 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 including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Adam Vari is a financial advisor with PNC Wealth Management in Wilmington, DE. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining PNC Investments LLC, he held positions at Interac and worked in education at John Dickinson School and EastSide Charter School. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that implements investments via approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Jason Reeves is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, W.L. Gore & Associates, Siemens Healthineers, and Kuraray America Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select retail clients. The firm delivers services through an integrated model linked with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Brian Moser is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds the Series 66 designation and has been with PNC Investments LLC since 2015. Outside of his advisory role, he is a co-owner of several short-term rental properties. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account offered as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs, emphasizing automated portfolio management.

Charles Burns is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He has been with Janney Montgomery Scott since 1989. Burns holds Series 63 and Series 66 designations. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.