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, currently serving as a financial advisor at Janney Montgomery Scott. Her prior experience includes roles at The Vanguard Group 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 broad range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

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 with Equity Services, Inc. (ESI Financial Advisors) in Media, PA, holding Series 63 and Series 65 registrations and possessing seven years of industry experience. His prior roles include positions at National Life Group, Knights of Columbus Asset Advisors LLC, and Lincoln Investment Planning, LLC. Phillips is also involved in insurance-related business activities outside of his advisory work. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm is dually registered as a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms that combine long-term investment 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 63 and Series 65 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 individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers managed account solutions through proprietary platforms and third-party managers.

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.

Gregg Holgate is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 28 years of industry experience. His prior firms include Lincoln Financial Advisors and VOYA Financial Advisors. He has also been involved with the Philadelphia Union Foundation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. The firm uses portfolio construction and oversight powered by Morningstar Investment Management and operates at scale with more than 300 advisors and over 200,000 clients.

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 previously worked at LPL Financial and Transcend FMC. Outside of her advisory role, Reeves is employed at BJ's Wholesale Club. 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 model and uses a range of investment strategies often implemented through third-party managers and technology platforms.

Orit Sapir Alon is a financial advisor at Equity Services, Inc. with eight years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones, Bank of America, Merrill, and Republic Bank. Outside of her advisory role, she is a joint owner of Cedar Road Art LLC, an online business selling beauty products imported from Israel. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

John Demichael IV is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and LPL Financial, LLC. 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 wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party asset management.

Glenn Wiener is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Prudential Investment Management Services LLC and Prudential Insurance Company of America for 11 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.