Andrew Insley is a CFP® with six years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has held roles at The Leaders Group Inc., Kestra Advisory Services, and Kestra Investment Services, and has over a decade of experience as an insurance agent. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs a diversified investment approach centered on manager selection and ongoing monitoring, and offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Lindsay Burnham is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has worked at Private Advisor Group since 2015 and has been affiliated with LPL Financial since 2003. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a variety of investment strategies and supporting held-away account management through technology partnerships.

Suken Jogani is a Series 66-licensed financial advisor at &Partners with 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years before joining &Partners. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and private businesses, providing investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs various investment strategies and offers both discretionary and non-discretionary management using proprietary and third-party solutions.

Barry Phillips is a financial advisor at Equity Services, Inc. with seven years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked with organizations including Knights of Columbus Asset Advisors LLC and Lincoln Investment Planning, LLC. Phillips also owns and operates Phillips Insurance Financial Services alongside his advisory role. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.

Davis Long is a Series 66 licensed financial advisor with Kestra Advisory, based in Wilmington, Delaware. He has three years of industry experience, including prior roles at The Vanguard Group and experience as a contact person for DoorDash. In addition to his advisory work, he provides comprehensive financial planning and advice through MidAtlantic Retirement Planning Specialists. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Lauren Coalson is a financial advisor with Janney Montgomery Scott in Wilmington, DE, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Janney in 2026, she worked at Citizens Securities, Inc. for three years. Outside of her advisory roles, she has been involved with SoDel Concepts and Champs Downtown, reflecting a background that includes experience in other business ventures. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers and centralized client service capabilities.

Willem Hotham is a financial advisor with Private Advisor Group, LLC and holds Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at LPL Financial LLC, Gardner Business Media, Gartner Inc., and High Point University. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, offering access to third-party asset managers, turnkey platforms, and a firm-managed separately managed account program.

Lisa Littles is a financial advisor at &Partners with Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as the executor for the estate of Lorraine Ragin. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary strategies. The firm employs a blend of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party model portfolios and strategies.

Manuel Zavala is a financial advisor with Empower Advisory Group in West Grove, PA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail clients. The firm offers point-in-time financial plans and optional managed account solutions, operating through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Gregory Jamgochian is a CFP® with 42 years of experience in the financial industry and has been with Janney Montgomery Scott since 2009. He holds Series 63 and Series 66 licenses and is based in Media, Pennsylvania. 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 sponsors, offering a range of brokerage services, financial planning, and advisory programs.

Brian Fee is a financial advisor at TD Private Client Wealth LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Citizens Securities, Inc., TD Ameritrade Investment Management, LLC, and SCOTTRADE, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm offers portfolio management, financial planning support, and custody services, combining strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Bryan Kelly is a financial advisor at Steward Partners Investment Advisory, LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Raymond James Financial Services and Ameriprise Financial Services. Kelly serves as a board member of Arts Build, an arts funding organization in Chattanooga, TN. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party portfolio management solutions.

Jeffrey Milonas is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Farmers Insurance, Allstate Insurance, and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Daniel Gannon is a CFP® with 30 years of industry experience, currently affiliated with Commonwealth Financial Network and Union Street Financial LLC since 2010. He operates Mushroom Capital, LLC, an entity that owns and sublets office space at his branch location. 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 including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

John Kirstien is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include seven years each at Morgan Stanley Private Bank and Prudential Annuities Distributors. Janney Montgomery Scott LLC is a 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 high-net-worth individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

Sabrina Reeves is a financial advisor at Private Advisor Group, LLC with one year of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Transcend FMC. Outside of her advisory role, she has longstanding employment at BJ's Wholesale Club involving cash handling and reconciliation. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various programs and access to third-party asset managers. The firm utilizes multiple investment strategies and provides a range of tools and services to accommodate client preferences.

Glenn Wiener is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 designations and bringing 27 years of industry experience. He previously worked at Prudential Investment Management Services LLC and Prudential Insurance Company of America from 2011 to 2022. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Steven Hacker is a financial advisor at Equity Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and TFS Securities. Outside of his advisory role, he is president of Qualified Plan Consultants, a third-party administration and ERISA consulting firm, and operates as a licensed insurance agent under the DBA Evolution Financial Group. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that incorporate both long-term strategies and options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Holly Vassaras is a financial advisor at SPC with a Series 66 designation and three years of industry experience. She has worked at Parkland Securities LLC since 2017 and serves as a Trust Officer at Pennsville National Bank, where she has been employed since 2015. Vassaras is also a commissioned Notary Public in New Jersey. SPC serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Gregg Millman is a financial advisor with Principal Financial Services in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has affiliations dating back to 2002 with Principal Life Insurance Company and Financial Advisors of Delaware Valley. Outside of his advisory role, Millman serves on the board of the Mary Campbell Center Foundation and is an elected Precinct Majority Inspector for Montgomery County elections. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions with an emphasis on ongoing client reviews and a range of promoter and referral arrangements.