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.

Patrick Brough is a financial advisor with Eagle Strategies (NY Life) based in Havertown, PA, holding the ChFC® and Series 63 credentials and bringing 36 years of industry experience. He has been affiliated with Nylife Securities Inc. since 1989. Outside of his advisory role, Brough is involved in insurance brokering and serves as a wholesale general agent of employee benefits. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

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.

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 with Lincoln Investment, holding Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Lincoln Investment in 2026, he worked at Agia, Valic Financial Advisors, and The Vanguard Group. He is also appointed as an agent to sell non-securities insurance products for Agia. 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 a range of advisory portfolios, employing both strategic and tactical investment approaches.

Deanda Wilson is a financial advisor at TIAA-CREF with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining TIAA-CREF, Wilson worked at Businessolver and Pitcairn Trust Company, as well as the U.S. Department of Housing and Urban Development. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and brokerage services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory offerings include both point-in-time financial planning and ongoing discretionary management with model and customized portfolios.

John Heacock is a ChFC® credentialed financial advisor with 16 years of industry experience. He is currently with Valic Financial Advisors and has prior experience at Mass Mutual Investors Services, Merrill Lynch Wealth Management, and Wealth Enhancement Group. Heacock is also appointed as an agent to offer non-securities insurance products. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Thomas Carrion is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TD Private Client Wealth LLC and TD Bank N.A. in 2025, he worked at Pruco Securities, LLC from 2006 to 2024. 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 offers portfolio management, financial planning support, and access to a variety of investment vehicles through a combination of strategic and tactical asset allocation using both affiliated and third-party managers.

Zachary Hemple is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has been with TD Private Client Wealth since 2020 and has additional experience at TD Bank NA dating back to 2016. 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 combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Dominika Fedejko is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and JPMorgan Chase & Co. Outside of advising, she is a landlord and owner of a rental property in Philadelphia. 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 charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Michael Ricca Jr. is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Morgan Stanley, BlackRock, JPMorgan Chase & Co., and FS Investment Solutions. 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, offering brokerage services, financial planning, consulting, and multiple advisory programs with both in-house and third-party portfolio management.

Ciara Deane is a financial advisor at Truist Advisory Services with 28 years of industry experience. She holds Series 65 and Series 63 designations and previously spent 19 years at Citigroup Global Markets before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled tools, to deliver investment solutions.

Scott Jordan is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Valic Financial Advisors since 2020 and previously at Transamerica Investors Securities Corp. from 2015 to 2019. Outside of his advisory role, Jordan is also an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Francis Boyle is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Investors Capital Corporation. Boyle is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers extensive operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction and access to managed model portfolios.

Michael Frake is a financial advisor with Eagle Strategies (NY Life) based in Mt. Laurel, NJ. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2001. He has been with Eagle Strategies since 2012. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing primarily non-discretionary assets.

Robert Cappelli is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Janney Montgomery Scott since 2021 and previously spent 12 years combined at Wells Fargo Clearing and Wells Fargo Advisors 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, delivering investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs.

James Maniscalco is a financial advisor at TIAA-CREF with 26 years of industry experience. He has been with TIAA-CREF since 1995 and holds Series 63 and Series 66 designations. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

William Mills is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with PNC Investments LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to certain employees. The firm utilizes algorithmic risk assessments and delegates portfolio implementation and proxy voting to third parties.