Christa Wendell is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Rockefeller Financial and Rock & Co LLC since 2018. Outside of her advisory role, she is a 50% owner of CWM Holdings LLC, a company involved in owning and leasing residential property. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and consulting with brokerage and investment banking services, operating through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Thomas Granaghan is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Foresters Financial Services, Foresters Advisory Services LLC, and Lord, Abbett & Co. LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform, and it operates as a registered broker-dealer providing a range of securities, insurance, and investment banking services.

Ryan Hamilton is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Janney Montgomery Scott since 2014. 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.

Jonathan Battillo is a CFP® and Series 66 licensed advisor at Rockefeller Financial LLC with 21 years of industry experience. He previously worked at Bank of America and Merrill from 2004 to 2024. He is nominated to join the Board of Trustees and Finance Committee at Doane Academy. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Joseph Wilson is a financial advisor with Commonwealth Financial Network in Newtown, PA, holding a Series 63 designation and over 32 years of industry experience. He has worked with Commonwealth Financial Network and KBC Financial Services, Inc. since 2003, and previously with KBC Financial Advisors, Inc. and Independent Financial Advisors. Outside of his advisory role, he operates Wilson Financial Consulting Group, an accounting practice unrelated to investment services. 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 approximately $212.7 billion in client assets. The firm provides a broad range of adviser support, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Ryan Mahlstedt is a financial advisor at Rockefeller Financial LLC with 7 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Merrill and Morgan Stanley. Mahlstedt has been with Rockefeller Financial in various capacities since 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, 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 and non-discretionary solutions across multiple asset classes.

Sean Smith is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Merrill for eight years and Red Light Management for six years before joining Rockefeller Trust N.A. and Rockefeller Financial LLC in 2026. Outside of his advisory role, he consults on corporate strategy and operations for his family's business, Genesis Educational Service. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

Cory Logan is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 19 years. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Lingyun Yang is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. Yang's background includes roles at Blue Shield California Life & Health Insurance Company and The Guardian Life Insurance Co. of America. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Shawn Purdy is a CFP® with 33 years of industry experience currently serving as an advisor at Integrity Alliance, LLC. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. for over a decade. Outside of his advisory role, he is the sole owner of Pinnacle Ventures LLC. Integrity Alliance is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in client assets. It offers a range of advisory and brokerage services to individual investors, corporations, and retirement plans, utilizing various portfolio management strategies and platforms.

Frank Weckenman is a CFP® professional at Janney Montgomery Scott in Yardley, PA, with 49 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1979. 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.

Yu Oen is a financial advisor at Hightower Advisors with 16 years of industry experience. He holds a Series 65 designation and previously worked at Optimal Portfolio, LLC for 12 years before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers access to a wide range of investment vehicles and customized portfolio solutions.

Suzana Romine is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Romine performs home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services, managing approximately $1.7 billion in assets under management.

Luigia Massaro is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and TIAA-CREF during her career. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized investment approaches within a vertically integrated structure.

Tyler Hamilton is a CFP® with 11 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2023. Prior to this, he spent nine years at The Stanley Laman Group. 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, offering brokerage services, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Christopher Di Medio is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Bank of America, N.A. and Merrill prior to joining Rockefeller. Outside of his advisory role, he is the owner of The DiMedio Foundation for Children, a charitable organization focused on raising funds for children in need. 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 a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Rocco Attanasio is a financial advisor with Empower Advisory Group in Somerset, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Gwfs Equities, Inc., Prudential Investment Management Services, LLC, and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Christopher Oneill is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at TIAA-CREF since 2007. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, 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 using model or customized portfolios under a fiduciary standard.

Christopher Uliano is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Santander Securities, Northwestern Mutual, and TD Bank. He is also affiliated with Pennsylvania State University. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm utilizes strategic and tactical asset allocation, combining investments from affiliated and third-party sub-managers through platforms like Envestnet and custodians such as Pershing.

Randall Cohen is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with TIAA-CREF and TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and advisory services such as donor-advised funds.