Joshua Misso is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Voya in 2020, he worked at several firms including First Command Advisory Services and Amerilife and Health Services. Outside of advisory work, he operates A+ Vending Services and served four years in the United States Army. Voya Financial Advisors, Inc. is an enterprise-scale firm that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of advisers, utilizing a range of affiliated and unaffiliated investment products and technology-enabled tools.

David Woodward is a financial advisor at PNC Wealth Management with 27 years of industry experience. He has worked at PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online account offering managed by PNC or third-party strategists with an algorithmic risk assessment and no direct individual security trading.

Shane Mccormick is a CFP® with 29 years of industry experience. He is currently affiliated with Private Advisor Group, LLC, where he has worked since 2014, and has also been associated with LPL Financial since 2002. His other business activities include divisions focused on personal financial planning, asset management, and business solutions related to employee benefits and retirement plans. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary model that combines client goal assessment with a range of investment strategies and third-party management options.

Michael Leslie is a CFP® professional with 16 years of industry experience, currently serving at Voya Financial Advisors, Inc. He has held positions at firms including Guardian Life, Galvanized Financial LLC, and Bank of New York Mellon. Outside of his advisory role, Leslie is president of Galvanized Financial, where he presents financial education to K-8 students in the Philadelphia area. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals—including high-net-worth clients—pension plans, and corporate clients. The firm uses investment policy statements and model allocations combining in-house and third-party resources, with a focus on both non-discretionary and discretionary management strategies.

Sean Heidig is a CFP® at Mercer Global Advisors Inc. with four years of industry experience. He previously worked at Mallard Financial Partners and Merrill Lynch, Pierce, Fenner and Smith, Inc. Outside of his advisory role, he is a co-owner of an online store selling customized products on Etsy. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, emphasizing globally diversified, risk-appropriate portfolios and utilizing a variety of implementation options including ETFs and separate accounts.

Christopher Daniels is a CFA® charterholder with 14 years of industry experience. He currently works at Creative Planning and previously spent seven years at Daniels + Tansey, LLP. Daniels is based in Greenville, DE. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Luke Cantwell is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm employs a combination of strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers and offers comprehensive portfolio management and financial planning support.

Christopher O'Reilly is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with Truist Advisory Services since 2022, having previously worked at Key Investment Services LLC for six years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party platforms.

Michael Porter is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott across multiple periods since 2016. Outside of his advisory work, he owns and operates a farm where he raises cattle and shares crop responsibilities with a farmer. 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 client base including individuals, families, trusts, estates, and institutional clients, and offers a range of brokerage, advisory, and financial planning services supported by in-house and third-party portfolio management.

Louis Himelreich is a CFP® and ChFC® with 22 years of experience in financial services. He is currently affiliated with Principal Financial Services and Andmore Wealth Partners LLC, a firm he co-founded to provide comprehensive financial planning and investment services. His prior experience includes roles at Financial Advisors of Delaware Valley, MetLife Securities, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as the Community Service Chair for the Rotary Club of Newark (Delaware). Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm provides a variety of advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by those third-party managers.

Katherine Bear is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She 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 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 charitable and municipal organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Lawrence Richards is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has worked at Janney Montgomery Scott since 2012. 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 multiple advisory programs.

Jeremy Lambert is a financial advisor with Janney Montgomery Scott in Wilmington, DE, holding a Series 66 designation and 20 years of industry experience. He has spent the bulk of his career at Janney Montgomery Scott since 2016. Outside of his advisory role, he owns and manages a small real estate rental business on a limited basis. 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 clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

William Wahl III is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes prior roles at Hornor Townsend & Kent Inc and Edward Jones. Wahl operates under the Private Advisor Group and LPL Financial platforms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that combines client goal assessment with discretionary and non-discretionary management, utilizing proprietary and third-party investment solutions.

Jeffrey Wolf is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Commonwealth Financial Network for nine years before joining Kestra Advisory Services and Kestra Investment Services in 2025. Outside of his advisory role, he has a minority ownership interest in an online restaurant ordering business, though it is currently inactive. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and employee education, serving large institutional clients and maintaining extensive affiliate and third-party relationships.

Andrew Alcarese is a CFP®-designated financial advisor with 28 years of industry experience. He 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 through a combination of in-house portfolio management and third-party managers.

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.

Lynn Erskine is a CFP® and CFA® with 15 years of industry experience. She is currently an advisor at Janney Montgomery Scott, where she has worked since 2014 with a brief tenure at Vanguard and Drexel Morgan Capital Advisers. 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 organizations, offering a range of brokerage, financial planning, and advisory services with both in-house and third-party portfolio management.

Suken Jogani is a financial advisor at &Partners with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of discretionary and non-discretionary strategies, utilizing both proprietary and third-party portfolio solutions.

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.