Norman Mielziner is a financial advisor at Janney Montgomery Scott with 56 years of industry experience. He has been with Janney Montgomery Scott and its predecessor entities since 1969 and holds a 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 clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Brian Donofry is a financial advisor with Kestra Advisory, holding a Series 63 designation and 29 years of industry experience. He has worked at Kestra Advisory since 2016 and also holds roles with Renaissance Benefit Advisors and Kestra Investment Services. Donofry serves as Senior Vice President of Operations at NFP Executive Benefits, overseeing daily firm operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide 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 diverse clients including large institutional investors and sovereign wealth funds.

Russell Weiss is a CFP® with 24 years of industry experience, currently advising at Creative Planning since 2025. He previously worked for The Marshall Financial Group, Inc. from 2004 to 2025. Outside of his advisory role, he is the owner of SniffSpot, a service that allows users to bring their pets to his property as a dog park. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

William O'Brien is a financial professional with 22 years of industry experience, currently affiliated with GWN Securities Inc. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is a licensed insurance agent involved in life, disability, long-term care, property, and casualty insurance. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes both affiliated and unaffiliated sub-advisers and employs asset allocation strategies grounded in Modern Portfolio Theory, with a notable use of market-timing and momentum-based trading approaches in select programs.

Evan Potash is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at TIAA-CREF since 2017. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Bank NA from 2013 to 2017. TIAA-CREF Individual & Institutional Services, LLC 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. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolio options within a vertically integrated advisory model.

Roger Lopez is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 16 years of industry experience. He previously worked at Lincoln Financial Advisors for 11 years before joining Empower Financial Services in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s integrated model links services to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Juliana Bell is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation and has previously worked at Foundations Financial Partners, Beaudee Lash Bar, James M Bell III, CFP, Janssen Pharmaceuticals, and Temple University Fox School of Business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Daniel Hogan is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and three years of industry experience. Prior to joining Janney Montgomery Scott in 2025, he worked at Equitable Advisors for two years. Outside of his advisory role, he has been involved with Soccer Shots and the USSF Soccer Federation. 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, corporations, retirement plans, charities, and municipalities, offering brokerage, financial planning, consulting, and various advisory programs.

Tracey Huegler is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds the Series 66 designation and has worked at both JRB Wealth Management and Commonwealth Financial Network since 2019. Huegler also spends a portion of her time in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive adviser support services.

Michael Weckenman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2006. He participates as a member of the Investment Advisory Committee for the Sisters of St. Basil the Great, assisting with their investment decisions. 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, and institutions, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Paul Szkotak is a financial advisor with Eagle Strategies (New York Life) based in Horsham, PA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at Integrated Wealth Strategies and has been associated with various New York Life entities since 2020. Outside of advising, he serves as Vice Chair of Onboarding, Retention & Reactivation on the board of NAIFA. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types, focusing on tailoring recommendations to client objectives, and primarily manages assets on a non-discretionary basis.

Shannon Burke is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and based in Princeton, NJ. Burke has been with TD Private Client Wealth LLC since 2026 and has prior work experience spanning roles at TD Bank N.A., Katrina Dimiele LLC, and Target, with no years of industry experience listed. 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 uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Kristin Klein is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2014. Outside of her advisory role, she serves as Vice President of Finance and Co-Treasurer for the PTA at St. Mary Academy, where she coordinates fundraising events and participates in board activities. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time financial planning from ongoing portfolio management, offering both model-based and customized investment solutions.

R. Nicholas Volpe is a CFP® with 17 years of industry experience, currently with PNC Wealth Management. He has held previous roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Ameriprise. Outside of his advisory work, he has experience as a dance teacher and serves as a co-trustee of an irrevocable trust. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Kevin Neiley is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 66 license. He has eight years of industry experience, including roles at Foundations Financial Partners and Securain Financial Services Inc. Outside of advisory work, he has been involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custodial services.

Kim Durham is a financial advisor at TIAA-CREF with 18 years of industry experience. She has held her current position since 2014. Durham holds Series 63 and Series 66 designations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates 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.

Michael Edwards is a financial advisor with Carson Wealth holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior roles include positions at Cetera, LPL Financial, and Merrill. He also holds a role as an insurance agent focusing on life, disability, annuities, and long-term care insurance. Carson Wealth is an SEC-registered enterprise platform managing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to develop and monitor model portfolios and providing tailored investment solutions and ongoing portfolio oversight.

German Rodriguez is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life entities since 2009. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a majority of assets on a non-discretionary basis.

Dylan Mills is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has prior work experience at Prudential and Foundations Financial Partners. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and retirement consulting, with portfolio implementation available through internal models or external subadvisers.

Matthew Mccloskey is a CFA® charterholder and Series 63 licensee with one year of experience in the financial services industry. He is currently affiliated with Guardian Life and Park Avenue Securities. Prior to that, he worked at Prosperian Wealth Management and Valuation Research Corporation. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, proprietary programs, and third-party advisory platforms.