David Brown is a Series 66-licensed advisor with Kestra Advisory, where he has worked since 2016. He has 24 years of industry experience, including a long tenure at Kestra Investment Services. Outside of his advisory work, he is the owner of Blue Line Sports Management LLC and serves as Board President of the Central Bucks East Ice Hockey Club, a youth hockey program. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Adam Reinert is a CFP®, CFA®, and Series 63 credentialed advisor with 15 years of industry experience. He is currently with Creative Planning and previously worked at The Marshall Financial Group, Inc. for a combined 14 years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing and selective private market exposure.

Daniel Bremen is a financial advisor with TD Private Client Wealth LLC in Princeton, NJ. He holds the Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes roles at TD Bank N.A. and PNC Bank, where he has been employed since 2012. 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 TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Lorrie Riggs is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. She has been with Janney Montgomery Scott since 1988 and holds the Series 63 and Series 66 designations. 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 variety of brokerage, financial planning, and advisory programs.

Scott Karpiak is a financial advisor with Janney Montgomery Scott holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Janney Montgomery Scott 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, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

William Harvey is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott since 2002. Harvey holds the Series 63 designation. 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 services, financial planning, and advisory programs.

Zachary Gildenberg is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial professional at GWN Securities Inc. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he is a broker specializing in group benefits, life and disability insurance, and property and casualty insurance for clients. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm combines model-based allocations with discretionary portfolio management and allows advisors to select sub-advisers, maintaining a notable use of market-timing and momentum-based strategies in its investment approach.

Colin Lessard is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. His career includes roles at Goldman Sachs and Stifel before joining Rockefeller Financial. He holds Series 65 and Series 63 licenses. 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 placement and investment banking services.

Joseph Hayes is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Prudential Insurance Company of America, Prudential Investment Management Services LLC, KeyBank, and Edward Jones. 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 select retail brokerage clients. The firm’s integrated model combines proprietary and third-party planning methodologies focused on long-term portfolio returns, serving a large participant base with a higher client-to-advisor ratio than many peers.

Jacquelyn Gage is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has experience working at Prudential Financial from 2021 to 2024 before joining Mercer in 2024. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial, retirement, tax, and estate planning services.

Shawn Neice is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PNC Investments LLC, Santander Securities, Lord, Abbett & Co. LLC, and Uber. Neice is currently based in Princeton, NJ. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios using a combination of affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.

Anthony Ferrandino is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Outside of his advisory role, Ferrandino serves as an advisory board member for nonprofit organizations focused on Batten disease research and support. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, and institutions 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 a comprehensive platform.

Mark Ulrich is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor model and access to alternative investments.

Micheal Corcione is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018. His prior experience includes roles at Bank of America and Merrill Lynch, as well as a four-year period at Marist College. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services such as portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Marianna Goldenberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Commonwealth since 2014. Outside of her advisory role, she is the owner of CURO Wealth Management LLC and is involved in Medicare product referrals through E Health. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, and compliance support to affiliated advisors.

Kevin Oleszewski is a financial advisor with CWM, LLC, holding CFP® and Series 66 designations and nine years of industry experience. His prior work includes roles at Carson Wealth, Wealth Enhancement Group, PNC Bank, and Wells Fargo Advisors. He serves as an adjunct professor teaching accounting and finance courses at multiple institutions including Immaculata University and Atlantic Cape Community College. CWM, LLC is an SEC-registered adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Daniel Hendel is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Key Investment Services since 2016 and has also been involved with Whitemarsh Valley Golf Club for over 20 years. Key Investment Services LLC serves a broad client base including individuals, trusts, estates, and corporate clients through various advisory programs such as wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions with ongoing monitoring and due diligence of third-party advisory products, operating within the KeyCorp group and maintaining affiliations that provide additional financial services and resources.

Lawrence Kelly is a ChFC® credentialed advisor with over 53 years of industry experience. He is currently with Independent Financial Group, LLC and has previously worked at Securities America Advisors and Securities America Inc. He has operated Kelly Financial Services since 1972. Outside of advising, he sells and services life and disability insurance. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Dana Diserio is a financial advisor at Oppenheimer with two years of industry experience. Prior to joining Oppenheimer, Dana worked at The University of Delaware and Marlboro High School. Dana holds the Series 66 designation. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services such as portfolio management, consulting, and financial planning. The firm's investment approach varies by program and advisor, encompassing strategic and tactical asset allocation across multiple asset classes.

John Moreno is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including CUNA Mutual Group and J Alden Associates Inc. Outside of his advisory roles, Moreno is involved with Newcleus, an entrepreneurial venture he has been engaged with since 2017. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.