Matthew Lagoy is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has held roles at Janney since 2017 and previously worked at Bank of America and Merrill. He serves on the board of the West Chester Area Education Foundation, which focuses on providing educational opportunities to the West Chester, PA school district. 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, corporate and retirement plan sponsors, and offers a range of advisory and brokerage services supported by both in-house and third-party portfolio management.

Matthew Lempa Jr. is a ChFC® credentialed financial advisor with 37 years of industry experience, currently associated with Equity Services, Inc. since 2000. He is also licensed as an insurance agent, selling life, health, disability, and long-term care insurance through his involvement with Evolution Financial Group and AZenith Financial Group. Equity Services, Inc. operates as a dual-registered broker-dealer and SEC-registered investment adviser, providing financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Rachel Montgomery is a Series 66-licensed financial advisor with Janney Montgomery Scott in Greenville, DE, and has two years of industry experience. Her prior work includes roles in the restaurant industry with Big Fish Restaurant Group, Taverna Rustic Italian, Grain Craft Bar & Kitchen, and Valle Cucina. 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, and charitable and municipal clients, offering brokerage services, financial planning, consulting, and a variety of wrap and advisory programs.

Jason Babiarz is a financial advisor with Commonwealth Financial Network in Chadds Ford, PA. He holds a Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at JPMorgan Chase & Co from 2012 to 2018. Outside of his advisory work, he is involved in tax preparation as a CPA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a comprehensive adviser-support platform including managed account programs, access to third-party asset managers, and custody services.

Stephen Pomposi is a financial advisor at Mariner with 10 years of industry experience. He holds Series 65 and Series 66 designations. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Ameriprise Financial Services, Inc. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing customized portfolios supported by both internal and third-party managers.

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 a Series 66 designation and has 18 years of industry experience. Prior to joining Voya in 2016, his career background is not specified. Outside of advisory services, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of services such as financial planning, portfolio management, wrap programs, and third-party money manager access, often delivering advice through non-discretionary recommendation-based relationships.

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, holding a Series 66 credential and 14 years of industry experience. She has also been associated with LPL Financial since 2012. In addition to her advisory work, she owns and operates Seasock Commercial Services, a cleaning company. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a wide range of clients, including individuals, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and coordinating services through multiple custodians.

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.

Thomas Furey Jr. is a financial advisor at Private Advisor Group, LLC with Series 63 and Series 65 credentials and 33 years of industry experience. He has previously worked at LPL Financial, Park Avenue Securities, and Guardian Life Insurance Company. Furey is also involved with Summit Partners, Inc., a business entity for tax and investment purposes. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, with advisory solutions delivered through a network of investment adviser representatives.

Michael Koppenhaver is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds the Series 66 designation and has worked at Janney since 2024, following a 13-year tenure at Bank of America, N.A. Koppenhaver is involved as a silent partner in several Delaware-based hospitality and brewing ventures and serves as managing partner for a commercial property development. 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 clientele including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

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.