Rachel Zhang is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporate entities. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, alongside brokerage, insurance, and investment banking capabilities.

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.

Robert Link is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a distinctive role as a qualified custodian and a mix of discretionary and non-discretionary asset management.

Keith Keller is a CFP® professional with 14 years of industry experience, currently with Private Advisor Group, LLC since 2017. His prior experience includes roles at MCADAM LLC and Purshe Kaplan Sterling Investments. He operates through Private Advisor Group as an independent investment advisor. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

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.

Ariel Ianovale is a financial advisor at Truist Advisory Services with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Santander Bank, Santander Securities, and New York Life. Prior to his advisory roles, Ianovale held positions at L'Occitane and Stitch Fix. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

James Reitzel Jr. is a financial advisor with Centaurus Financial, Inc. in Doylestown, PA, holding a Series 63 designation and 49 years of industry experience. He has been with Centaurus Financial since 1999. Outside his advisory work, he owns J. Richard Reitzel and Associates, a non-investment-related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts.

Karim Rezqui is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and its affiliated entities. He is also an adjunct instructor at the University of Wilmington’s School of Business, teaching various MBA courses, and a silent partner in Astra LLC, an import and export company. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation with a mix of discretionary and non-discretionary management, and acts as a qualified custodian for client assets.

Justin Wermuth is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and one year of industry experience. Prior to joining Janney, he served four years in the United States Army. 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, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Robert Ferreira is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF and Citizens Securities, INC. prior to joining Lincoln Investment in 2025. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and model portfolios through both in-house and third-party strategies overseen by an Investment Management & Research team.

Anna Robinson is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and has prior experience at Foundations Financial Partners, Securian Financial Services, and Minnesota Life Insurance Company. Outside of her advisory role, she was involved with Owowcow Creamery from 2019 to 2021. 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 offers a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to third-party asset managers.

Gerard Binder is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2009. 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 individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

Alexander Di Medio is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and has held positions at Merrill Lynch and the University of Richmond. 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 services through a Private Advisor model and a consolidated investment platform, and it operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Patrick Mcfadden is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2012. He acts as a trustee for an irrevocable family trust used in estate planning, managing the trust’s investment assets in a fiduciary capacity outside of normal business hours. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with a distinctive approach that includes qualified custody and both discretionary and non-discretionary management programs.

Michael Izak is a financial advisor at Lincoln Investment with Series 66 registration and one year of industry experience. His prior work includes roles at Encompass Wealth & Legacy Planning LLC and State Farm. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and various model portfolios, utilizing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Donald Scholz is a CFP® with 32 years of experience in the financial industry. He is currently with Creative Planning and previously worked for The Marshall Financial Group, Inc. for over 30 years. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Dylan Hansen is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Kestra Advisory and previously worked at OSAIC, FSC Securities Corporation, Bank of America, and Merrill. Hansen serves as a non-public arbitrator for FINRA and operates as an independent insurance agent offering products through Osaic Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on large institutional investors and diverse investment solutions.

Patrick Sweet is a CFP® with 11 years of industry experience currently affiliated with Rockefeller Financial LLC. He has worked at Merrill and Rockefeller Capital Management, with a prior role at Starbucks Corporation. 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 while operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

William Bernhardt is a CFA® charterholder with 22 years of experience in the financial services industry. He has worked at Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC and Renaissance Benefit Advisors, Inc. since the early 2000s. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions within its supervisory framework.

Edward Swan II is a financial advisor with TD Private Client Wealth LLC and TD Bank, N.A., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with TD since 2012. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody services.