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.

Kevin Sweeney is an advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work history includes roles at TD Bank NA from 2021 to 2026 and several positions in the retail and service sectors. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

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.

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.

Rachel Vergari is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. She has 24 years of industry experience, including roles at New York Life Insurance Co. and John Hancock. Vergari is also a board member of the DreamCatchers Youth Foundation, an organization supporting children with life-threatening illnesses. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Petrone is a CFP®-certified financial advisor with 19 years of industry experience. He is currently affiliated with Guardian Life and its subsidiary Park Avenue Securities, where he has worked since 2007. Outside of his advisory role, he is a part owner of Petrone Brokerage LLC, a business created to support Guardian-related activities. Park Avenue Securities, operating as Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment advisory services through a combination of discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Philip Rothman is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2010. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs covering equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary advisory services.

John Noto is a financial advisor at TD Private Client Wealth LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at TD Bank N.A., PRUCO Securities LLC, The Prudential Insurance Company of America, Noto Insurance Advisors LLC, and Allstate Insurance Company. Outside of his advisory role, he is the owner of a non-investment-related business. 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 clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Courtney Bonacci is a CFP® professional with 24 years of industry experience. She is currently with Sanctuary Advisors, LLC, where she has worked since 2019, following a 17-year tenure at UBS Financial Services. Bonacci serves as a FINRA volunteer arbitrator and sits on the board of the Financial Planning Association of the Philadelphia Tri-State Area. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent adviser representatives who manage accounts using various strategies and platforms, and it offers distinctive features such as performance-based fee negotiation and multi-custodian arrangements.

Philip Sacco is a financial advisor at PNC Wealth Management with 21 years of industry experience. He has been with PNC since 2009 and holds the Series 66 designation. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account pilot. The firm uses algorithmic tools to recommend investment strategies managed and executed via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third parties.

Ka Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has prior experience with companies including Green Dragon Wood Products Co. and WFGIA. Outside of advisory work, he owns Apex Consulting Services, which engages in the import-export of goods. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party investment models with discretionary and non-discretionary options.

John Boscarelli is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Avantax Advisory Services. Outside of advisory work, he is involved in tax preparation and accounting through his ownership of John Boscarelli CPA, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm provides a broad adviser-support platform, offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Omar Olivieri is a Chartered Financial Consultant (ChFC®) with 12 years of industry experience. He is currently with PNC Wealth Management and has held prior roles at Santander Securities, Santander Bank, Lovesac, and J.P. Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account that uses algorithmic risk assessment and employs third-party strategists to manage investments via mutual funds and ETFs.

Ghazal Eghbali Afshar is a CFP®-certified financial advisor with Janney Montgomery Scott, bringing 10 years of industry experience. She has been with Janney since 2015. 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 plans, charitable organizations, and municipalities, offering a range of brokerage services, financial planning, and advisory programs.

Arnold Rosenbaum is a ChFC® and Series 66 licensed financial advisor with 56 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, having worked with both firms since 2000. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to client needs.

Caio Azevedo is a financial advisor with Commonwealth Financial Network holding Series 66 and Series 63 licenses and three years of industry experience. His previous roles include positions at NewSpring Capital, Curo Wealth Management, and Citigroup. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and back-office services.

Matthew Mulholland is a financial advisor at TIAA-CREF with CFP®, CFA®, and Series 65 credentials and three years of industry experience. His prior roles include positions at Mercatus, Glenmede, Hotaling Investment Management, and Managed Account Advisors. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized and model-based portfolios, and serves as adviser to a donor-advised fund.

Christine Lindsay is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2012. She holds the Series 66 designation and is based in Yardley, PA. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Dana Byquist is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. She has been with Commonwealth and Triad Financial Group since 2019 and previously worked at Principia College. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, technology, and operational support, with discretionary model portfolios managed by its Investment Management and Research team.

Pai Yen Chung is a CFP® professional with over 31 years of experience in the financial industry. He has been with Transamerica Financial Advisors since 2012 and has held roles with several other firms including Clearwater Benefits, Elite Advisors, Inc., and WFGIA. He is involved in managing an office through Mission Team, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker‑dealer services, utilizing proprietary and third‑party investment models with discretionary and non-discretionary program options.