Kevin Shamy is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2007. 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, often serving clients with existing employer retirement plan relationships through TIAA. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Davis Long is a financial advisor at Kestra Advisory with a Series 66 designation and four years of industry experience. He previously worked at The Vanguard Group and has experience in financial planning and advisory roles. Outside of his primary advisory work, he is involved in creating comprehensive financial plans through MidAtlantic Retirement Planning Specialists. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large institutional investors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting its recommendations with due diligence and utilizing a variety of management platforms and third-party solutions.

Andrew Condon is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan and Barclays. He served in the Pennsylvania Army National Guard from 2021 to 2022. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party management.

Myshaina Kehinde is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, E*TRADE, and The Vanguard Group. Outside of her advisory role, she serves as an event coordinator officer for The Intersection Social Club, organizing networking events in the Philadelphia area. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Tyler Somodi is a financial advisor at TIAA-CREF with a Series 65 designation and one year of industry experience. His prior work includes roles at Tiaa, Litmus, and Rocket Mortgage. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Thomas Frannicola is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His prior roles include positions at Financial Planning Associates, Inc., Liberty State Wealth Management, Inc., RF Consulting Group, LLC, and Equitable Advisors. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension/profit-sharing plans. The firm offers a range of services such as financial planning, portfolio management through multiple platforms, third-party asset manager programs, and retirement plan services, utilizing strategic asset allocation with both active and passive investment exposures.

Christopher Stief is a financial advisor at Steward Partners Investment Advisory, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Lincoln Financial Advisors, Capital One Advisors, and Wilmington Trust Company. Outside of advising, he is a silent owner of a retail tanning business in Sewell, NJ. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, institutions, and charitable organizations with a range of investment advisory and financial planning services. The firm offers both discretionary and non-discretionary portfolio management through proprietary solutions and third-party manager selections.

Ivor Mills III is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, he owns rental properties. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

Robert Davis is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Realta Equities, Inc. and Realta Investment Advisors, Inc. for over a decade each. Davis is also involved with Monumental Wealth as a financial advisor. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent representatives. The firm supports a multi-advisor platform serving a broad client base and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Matthew Prince is a financial advisor at Sanctuary Advisors, LLC in Philadelphia, PA, holding a Series 65 designation with five years of industry experience. Prior to joining Sanctuary Advisors in 2025, he worked at Financial Engines Advisors L.L.C., Sharp Wealth Advisory, LLC, Buckingham Strategic Wealth, LLC, Econ Wealth Management, and BDFS Capital LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent advisors. The firm offers various portfolio management options, retirement plan consulting, and employs multiple analytical approaches while acting as a fiduciary under advisory agreements.

Michael Greene is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and Loop Capital Markets. PNC Wealth Management offers retail brokerage and advisory services using model-based programs, including an invitation-only, employee pilot digital offering that employs algorithmic risk assessment and implements portfolios through third-party strategists and approved models.

Gregory Jamgochian is a CFP® with 42 years of experience in the financial industry and has been with Janney Montgomery Scott since 2009. He holds Series 63 and Series 66 licenses and is based in Media, Pennsylvania. 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, and institutional sponsors, offering a range of brokerage services, financial planning, and advisory programs.

Robert Barger is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He holds a Series 65 designation and also operates Robert Barger Accounting, where he provides accounting services. Prior to that, he worked at GB Accounting Services, Inc. for nine years. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, employing both internal management and third-party asset managers to implement customized portfolios.

Bryan Minerva is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2019. Prior to his finance career, he was employed at Wine Warehouse and Shoprite. 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 combines strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Brian Fee is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Citizens Securities, TD Ameritrade, Scottrade, LPL Financial, and PNC Wealth Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, offering portfolio management, access to various investment products, and financial planning support through its TD Managed and Guided Portfolio solutions.

Caitlin Ulmer Long is a CFP® with 12 years of experience at Janney Montgomery Scott, where she has worked continuously since 2013. She serves on the board and programs committee of Northern Children Services in Philadelphia, contributing to program development and financial assessment. 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, and institutions, offering a range of advisory and brokerage services supported by both in-house and third-party portfolio management.

Andrew Tremblay is a CFA® charterholder with 13 years of industry experience. He currently works at PNC Wealth Management and previously spent over a decade at BlackRock. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and executes investments via mutual funds and ETFs with annual rebalancing.

Daniel Koven is a financial advisor at TIAA-CREF with the Series 66 designation and four years of industry experience. He previously worked at Guardian Life from 2018 to 2023 and has been with TIAA-CREF since 2024. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model portfolio management and customized portfolios under a fiduciary standard and acts as adviser to a donor-advised fund.

John Kirstien is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include seven years each at Morgan Stanley Private Bank and Prudential Annuities Distributors. 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 high-net-worth individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

Nabiha Khan is a financial advisor with TD Private Client Wealth LLC in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with TD Bank N.A. since 2021 and also works part-time as an accounting manager for American Falcon International Inc., a manufacturer’s representative in the electric and electrical parts export and import sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers comprehensive portfolio management and financial planning services.