Kenneth Kamen is a financial advisor at CW Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for over two decades at Mercadien Asset Management, LLC and Mercadien Securities, LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and business entities, offering wealth management, financial planning, family office services, and retirement plan advisory. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a dedicated business unit providing sub-advisory and operational outsourcing services.

Pooja Chawla is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Advisors and manages two non-investment businesses: Golden Pine Consulting, a business operations consulting firm, and Your Choice Freight, a transportation and logistics company. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment strategies and flexible engagement models.

Richard Suro is a financial advisor with Capital Analysts in Fairless Hills, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Lincoln Investment and Questar Asset Management, and he has operated his own firm, Richard T Suro Associates, Inc., since 2001. In addition to advisory work, he acts as a real estate referral agent and holds an insurance license with experience in various insurance products. Capital Analysts serves individuals, high-net-worth investors, retirement plans, trusts, and other institutional clients with discretionary and non-discretionary portfolio management. The firm’s investment decisions are supported by an in-house research team and proprietary screening processes, and it maintains notable affiliations and arrangements that allow advisors to offer complementary outside business activities alongside advisory services.

Hongwei Liu is a CFP® and Series 66 licensed advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He has held roles at Ni Advisors Inc and runs his own CPA practice providing accounting and tax services. Liu also serves as Vice President of Amerelite Financial Group LLC, a life and health insurance business. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process supported by proprietary software with an evidence-based investment approach that includes access to alternative investments and third-party managers.

Brandon George Slinn is an investment advisor representative with The AmeriFlex Group, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc. and OSAIC. Outside of advisory services, he is involved with Knox Grove Financial LLC, focusing on paraplanning and insurance-related activities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations, discretionary manager relationships, and multiple wrap program platforms.

Brian Nolan is a financial advisor at Summit Financial, LLC with 24 years of industry experience. He has held positions at Summit Financial, Summit Equities, and Purshe Kaplan Sterling Investments. Nolan is licensed with Series 63 and Series 65 credentials. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through both discretionary and consultative platforms.

Thomas Griffiths is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with LPL Financial and Associated Securities Corp. since 2008 and 2009, respectively. Outside of his advisory role, he is involved with T & Z Financial, LLC for tax purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Keith Boyd is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Boyd is involved with Gladstone Institutional Advisory and other related entities, providing investment advisory services through independent firms. Gladstone Wealth Partners serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Frank Zukowski is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at firms such as ARK Global LLC and Guinness Atkinson Asset Management. Outside of advisory work, he serves as an Investment Product Manager for Vanderbilt Securities, LLC, coordinating investment product offerings on the firm’s platform. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation process incorporating fundamental and technical analysis and offers a range of portfolio management and financial planning services through independent Advisor Representatives.

Francis Milo is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Latitude Advisors and GWN Securities since 2010 and also operates the Frank G. Milo Insurance Agency, where he offers a range of individual and group insurance products. Latitude Advisors serves both individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of internally managed valuation and momentum models along with third-party strategies to manage client portfolios, typically on a discretionary basis.

Deepak Appaya is a financial advisor with ON Investment Management Company, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes roles at Ohio National Financial Services and The O.N. Equity Sales Company. Outside of investment advisory, he serves as president of Appaya Financial, a business involved in the sale and service of non-registered insurance products. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary investment programs.

Henry Angelucci Jr. is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Signal Advisors, Magellan Financial, Knights of Columbus, and Thrivent Financial. Outside of his advisory role, Mr. Angelucci operates as an independent insurance agent through Signal Advisors, focusing on life insurance and annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers diversified portfolio management using mutual funds, ETFs, individual securities, and independent managers, combining fundamental, technical, and cyclical analysis with various trading strategies tailored to client objectives.

Robert Savino is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds the ChFC®, Series 63, and Series 66 credentials. His work history includes roles at Apollon Wealth Management since 2021, Purshe Kaplan Sterling Investments since 2021, Prism Advisory Group, LLC since 2009, and prior experience with Frontier Solutions, LLC and Thomas McDonald Partners LLC. He is a managing member of Prism Advisory Group, LLC, providing investment advice and financial planning. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, businesses, trusts, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, employing a combination of centrally managed strategies and locally managed portfolios tailored through various investment vehicles and specialized solutions.

Jordan Alexander is a Series 66-licensed financial advisor at Rockefeller Financial LLC with seven years of industry experience. He previously worked at Merrill from 2016 to 2022 before joining Rockefeller Capital Management in 2022. 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 that includes discretionary, non-discretionary, and model-delivery solutions across various asset classes.

Ray Tucholski III is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at Rock & Co LLC, 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 provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, 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.

Shannon O'neil is a financial advisor at TIAA-CREF with five years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott, Berkshire Hathaway Home Services, and Foundations Behavioral Health. Outside of finance, she has experience in the restaurant industry through her role at La Stalla Restaurant. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm provides both point-in-time planning and ongoing managed account services, applying a fiduciary standard while employing model or customized portfolio management.

Michael Rabbitt is a financial advisor at TIAA-CREF in Princeton, NJ, holding a Series 66 designation with 14 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services, including model-based and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Ian Pontell Schaefer is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He has been with Empower Advisory Group since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm combines its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.