George Rusnak is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Wells Fargo Investment Institute, Inc. He has been with Wells Fargo since 2007, including 14 years at Wells Fargo Bank NA and five years at the Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses and select external clients. The firm operates through specialized divisions focused on manager research, securities analysis, asset allocation, and portfolio management, offering research and model guidance rather than direct investment discretion.

Victor Pagano is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at Citigroup Global Markets for 14 years before joining Rockefeller Financial in 2021. 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, variable insurance products, and investment banking services.

Stephen Albinson is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 14 years of industry experience. He has worked at Valic Financial Advisors since 2011 and holds a non-securities insurance agent position with Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Geraldine Raymond is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Commonwealth Financial Network and has prior experience at Blackrock Investments and Merrill Lynch. 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 about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, offering a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Marissa Wood is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. She holds the Series 65 designation and has worked concurrently at the Law Offices of John Dooley and Union Financial Services since 2017. In addition to her advisory role, Wood performs bookkeeping duties for the Law Offices of John Dooley. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers a range of investment strategies, including the RAISE 360® Model Series and options-enhanced strategies, serving clients through both direct advisory and sub-advisory arrangements.

Jacob Swingler is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. He has experience working at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Desert Financial Credit Union. 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 through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Lawrence Rubinstein is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. since 1988. Rubinstein serves as co-trustee of the Gelbman Family Irrevocable Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

Carline Gondre is a financial advisor with PNC Wealth Management in Yardley, PA. She holds the Series 66 designation and has three years of industry experience. Her prior work includes roles at Bank of America, Merrill, Quaint Oak Bank, Republic Bank, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering that invests in mutual funds and ETFs with annual rebalancing and limited direct client interaction.

Frank Mc Donnell III is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Merrill from 2016 to 2023 before joining Steward Partners in 2023. Outside of his advisory work, he serves as a board member of the Hopewell Valley Educational Foundation, a nonprofit supporting local public schools. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of advisory and financial planning services.

Ian Giblin is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. Prior to joining PNC Investments in 2019, he worked at Stone Barn Floors, Merrill, and Bank of America. Outside of finance, he has been affiliated with The Capital Grille since 2015. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including a digital, discretionary model account available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists.

Brian Donofry Jr. is a financial advisor with Kestra Advisory who holds a Series 66 designation and has nine years of industry experience. He has been associated with Kestra Advisory since 2017 and also works with Renaissance Benefit Advisors as an executive benefits design and consulting specialist, focusing on nonqualified deferred compensation, SERPs, bonus plans, and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management.

Thomas Seger is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2020 and spent 16 years with Raymond James & Associates prior to that. Seger holds Series 63 and Series 66 licenses and is based in Yardley, PA. 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 a range of brokerage, financial planning, and advisory services.

Melanie Schott is a financial advisor with Commonwealth Financial Network in Langhorne, PA, holding a Series 66 designation and seven years of industry experience. She has worked at CURO Wealth Management and Private Advisor Group, LLC, and previously spent twelve years at Conair Corporation. In addition to her advisory role, she is involved in fixed insurance sales as an agent. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with back-office support including operations, trading, technology, compliance, and practice management. The firm offers various investment program structures and discretionary model portfolios managed through a due-diligence process.

Karan Murugesu is a CFP® and ChFC® professional with 13 years of industry experience, currently with Eagle Strategies (NY Life) since 2020. He has held roles at AmeriWealth Financial Group, LLC and New York Life Insurance Company, where he has been active since 2010. Outside of his advisory work, Murugesu volunteers with the Old Boys Association of Methodist Central College, North America, leading alumni and fundraising activities for his former high school in Sri Lanka. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, working extensively with both retail and institutional sponsors.

Percy Mason III is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and PNC Bank. Percy is currently based in Newtown, PA. 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 a range of portfolio management and financial planning services, combining a Private Advisor model with a consolidated investment platform that includes equities, fixed income, and alternatives, and operates as a registered broker-dealer providing placement and investment banking services.

Anthony Pettola Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been affiliated with Ameritas and its related entities since 2005 and owns AJ Pettola & Associates, a business focused on insurance and investment products, estate planning, and retirement services. Additionally, he is a partner in Xpress Healthcare, which markets discount health programs through independent business owners. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of model portfolios and investment products across multiple program platforms and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance companies.

David Moskovitz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at Guardian Life and its subsidiary Park Avenue Securities since 2012. Outside of his advisory role, he is involved with One Resource Group, an insurance managing general agency that offers access to non-Guardian insurance products. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party solutions.

Andrew Petrone is a financial advisor at Guardian Life with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 1997. His outside business activities include the sale of long-term care, health, disability income, and life insurance products outside of Guardian, and he is a 50% member of Petrone Brokerage LLC, which brokers Guardian insurance products. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to proprietary and third-party solutions, and a range of integrated operational and lending services.

Alan Jacobson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Truist Investment Services, Citizens Securities, Pruco Securities, The Prudential Insurance Company of America, Lincoln Financial Advisors, and Santander Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a blend of discretionary management and consulting supported by third-party platforms and AI-enabled research tools.

Alexander Winter is a financial advisor at PNC Wealth Management with 12 years of industry experience. He has worked at PNC Investments since 2016 and held a position at PNC Bank from 2016 to 2017. Winter holds Series 63 and Series 66 licenses. Outside of his advisory role, he has an ownership interest in a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven portfolio strategies managed by PNC or third parties.