Steven Brettler is a financial advisor at Gladstone Wealth Partners with 25 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank before joining Gladstone and LPL Financial in 2020. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies and third-party solutions.

Robert Bap Wasko is a CFP® credentialed financial advisor with 12 years of industry experience. He has been with Wescott Financial Advisory Group LLC in Philadelphia, PA since 2016. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, providing wealth management, financial planning, trust services, and pension consulting. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies and emphasizes tax-sensitive portfolio construction.

Thomas Scorcia is a financial advisor at Saxony Capital Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brookstone Capital Management and Florida Financial Advisors. Outside of his advisory role, he is also engaged in insurance sales involving fixed index annuities and term life products. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model and offers a range of investment strategies, including discretionary asset management and third-party manager due diligence.

Gilbert Crews is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. Based in Philadelphia, PA, his career includes over a decade at his current firm. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

David Spetgang is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2016. 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 brokerage, financial planning, consulting, and multiple advisory programs.

Kasseim Everett is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2018, with prior experience at Bank of America and Merrill. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Stephanie Davidson is a financial advisor with Lincoln Investment, holding a Series 66 designation and three years of industry experience. She has been with Lincoln Investment since 2023 and also serves as a varsity cheerleading coach at Audubon High School. Lincoln Investment Planning, LLC is a large enterprise advisory firm serving a wide range of clients, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, supported by an in-house investment team and third-party managers, with a focus on both advisor-led and model portfolio strategies.

Bruce Lord Jr. is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank. He serves as an elected School Board Director for the Springfield School District in Pennsylvania. 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, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Thomas Schulgen is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 designations and six years of industry experience. He has been associated with United Planners since 2026 and has longstanding ties to Haddon Agency LLC since 2009, where he also serves in an insurance producer capacity. Schulgen is a partner in Haddon Advisory Group, a non-investment-related partnership. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and serves a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm operates through independent Investment Adviser Representatives and employs a range of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Bryan Quinn is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and specialized market roles.

Michael O'Kane is a financial advisor with TD Private Client Wealth LLC in Marlton, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at PRUCO Securities, LLC and Prudential Insurance Company of America. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third-party sub-managers.

Leif Vanhala is a financial advisor at First Command Advisory Services with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and First Command Brokerage Services. Prior to entering the financial sector, he was involved with organizations focused on energy and the environment. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Daniel Flamma is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at National Life Group, Wells Fargo Advisors, PNC Wealth Management, and Lincoln Financial Distributors. Outside of his advisory work, he serves as a treasurer for a homeowners association and is a board member and boys’ field coordinator for a lacrosse league. Equity Services, Inc., operating as ESI Financial Advisors, 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 and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Dean Novin is a financial advisor with Centaurus Financial, Inc. in Marlton, NJ, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co. and Cetera Advisor Networks. He owns DRN Financial Solutions, L.L.C., which is used for branding purposes. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using a variety of investment strategies and models.

Ronald Parker Jr. is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation. Prior to joining Janney, he worked at JPMorgan Chase and Orth & Kowalick, P.A., and spent five years employed by Chick-fil-A. 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 through a combination of in-house and third-party portfolio management.

Nathan Neville is a financial advisor at Goldman Sachs Wealth Services in Philadelphia, holding a Series 66 designation. He has been with Goldman Sachs since 2025 and has prior experience at Henderson Brothers, Inc., as well as work related to West Virginia University and golf club operations. Outside of finance, he has worked at Pikewood National Golf Club and Chick-Fil-A. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm uses centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Maria Deysher is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Valic Financial Advisors since 2003 and previously worked at Agia. Outside of her advisory role, she serves as a member of the Garnet Valley School Board in Pennsylvania. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Salvatore Lauri is a financial advisor at Integrity Alliance, LLC with 17 years of industry experience. His prior roles include positions at W&S Brokerage Services and Western & Southern Life, where he served as a full-time staff manager. Lauri holds Series 63, 65, and 66 licenses. Integrity Alliance is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs to individual investors, corporations, and qualified retirement plans.

Daniel Anderson is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Primerica Advisors and has prior experience at Park Avenue Securities, Guardian Life Insurance Company, and TNGC Philadelphia. He is also involved in offering insurance products outside of Guardian Life. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, providing both brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms.

Jacob Howley is a financial advisor at Lincoln Investment with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Agia and Valic Financial Advisors. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products for Agia. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.