Ghazal Eghbali Afshar is a CFP®-certified financial advisor with Janney Montgomery Scott, bringing 10 years of industry experience. She has been with Janney since 2015. 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 plans, charitable organizations, and municipalities, offering a range of brokerage services, financial planning, and advisory programs.

Sean Easton is a financial advisor with Hornor, Townsend & Kent, LLC, holding over a decade of industry experience since 2012. He is a partner and owner of D'Angelo & Easton, PC, where he provides tax preparation and accounting services. Easton is also involved with Atlas Management & Consulting Company, offering bookkeeping and business consulting services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services primarily delivered through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Arnold Rosenbaum is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 66 credentials and possessing 56 years of industry experience. His career includes long-term tenures at both Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Matthew Witter is a CFP®, ChFC®, and Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Savant Wealth Management, where he has worked since 2022, following prior roles at SFG Investment Advisors, Sharp Financial Services, The Sharp Financial Group, and H.D. Vest Advisory Services. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by significant scale and integrated legal, accounting, and trust services.

Craig McGovern is a CFP® with 16 years of industry experience, currently serving at Janney Montgomery Scott since 2016. His prior roles include positions at Bank of America and Merrill. He is a member of the Investment Committee at The Hun School of Princeton, overseeing the school's endowment. 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Jason Midkiff is a financial advisor with GWN Securities Inc. in Bordentown, NJ, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Midkiff Advisory Group, and Independent Financial Solutions. He is also involved in fixed and indexed insurance sales. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates both traditional asset allocation and tactical market-timing strategies across its offerings.

Thomas McGraw is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at The Marshall Financial Group, GB Logistics, and The Vanguard Group. Outside of his advisory work, he is also a resident DJ at restaurants and clubs in Philadelphia. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Paul Burian Jr. is a CFP® and Series 65 credentialed advisor at Savant Wealth Management with two years of industry experience. Prior to joining Savant, he worked at Analysis Prime and BNY Mellon. Outside of his advisory role, he holds a real estate agent license with Compass. Savant Wealth Management serves high-net-worth individuals, families, and institutions with comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house accounting, legal, and trust services.

Matthew Mulholland is a financial advisor at TIAA-CREF with CFP®, CFA®, and Series 65 designations and two years of industry experience. His prior work includes positions at Mercatus, Glenmede, Hotaling Investment Management, and Managed Account Advisors LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management, uses model and customized portfolios, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Christine Lindsay is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2012. She holds the Series 66 designation and is based in Yardley, PA. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Chad Kinney is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill from 2009 to 2022 and Morgan Stanley from 2022 to 2024 before joining Empower in 2025. 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’s integrated service model is closely tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

Dana Byquist is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. She has been with Commonwealth and Triad Financial Group since 2019 and previously worked at Principia College. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, technology, and operational support, with discretionary model portfolios managed by its Investment Management and Research team.

Evangelos Tsembelis is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bofa Securities, Inc. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through its Rockefeller Global Family Office platform.

Mary Ann Lazzaro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at JRB Wealth Management since 2019 and previously spent seven years with Ameriprise Financial Services. Outside of her advisory role, she is president and owner of Lazzaro Financial Services, Inc., which offers tax preparation, accounting, and financial advice services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, along with operations, trading, technology, and compliance support to affiliated advisors.

Philip Marchese is a CFP® and CFA® with 23 years of experience in the financial industry. He currently serves as a representative at Kestra Advisory and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he is the COO of Automation Distribution Inc and MDCI Automation, overseeing operations and finance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors as well as individual clients.

Jovani Rivera is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including J.P. Morgan Securities, Prudential Investment Management Services, and AIG. Rivera is based in North Brunswick, NJ. 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 retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Luis Celso Rosa is a financial advisor with TLG Advisors, Inc. in New Hope, PA, holding a Series 66 designation and 25 years of industry experience. He previously worked at AXA Advisors, LLC for 15 years before joining The Leaders Group, Inc. in 2020. Outside of his advisory role, he is also an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm provides investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Timothy Gormley is a CFP® professional with over 31 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2018 and spent 11 years at Stifel prior to that. 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, charitable organizations, and municipalities, offering financial planning, brokerage services, consulting, and various advisory programs.

Cheryl Rowan is a financial advisor at Rockefeller Financial LLC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 32 years and Bank of America for 2 years before joining Rockefeller Financial in 2019. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and distinguishes itself through its recapitalized ownership structure and the Rockefeller Global Family Office platform.

Sean Moreland is a CFP® with 27 years of experience in the financial industry. He is currently with Rockefeller Capital Management and has previously worked at Bank of America, Merrill, and J.P. Morgan. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering wealth management services to a diverse client base.