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.

Benjamin White is a financial advisor at J. W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Commonwealth Financial Network and AXA Advisors, LLC. Outside of his advisory work, he is involved in financial education through his role as co-owner of Benco Education, LLC. J. W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutional accounts. The firm offers both discretionary and non-discretionary management and employs a variety of investment strategies including fundamental and technical analysis.

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.

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.

John Hanhauser is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2006. Prior to that, he worked at BNY Mellon Securities Corporation and Goldman Sachs & Co. LLC. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary investment approaches.

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.

Mehnmah Reeves is a financial advisor at Key Investment Services LLC with 17 years of industry experience. She holds a Series 66 license and previously worked at Merrill and Wells Fargo Advisors. Outside of her advisory role, she serves as Director of Worship and music ministry at Calvary Church in Wyncote and provides counseling services to individuals and families through her ministry. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm utilizes a multi-provider model to deliver discretionary and non-discretionary portfolio solutions, integrating services with KeyCorp affiliates to enhance its investment and advisory offerings.

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.

Deanda Wilson is a financial advisor at TIAA-CREF with two years of industry experience. Prior to joining TIAA-CREF in 2023, Wilson worked at Businessolver and Pitcairn Trust Company and spent twelve years at the US Department of Housing and Urban Development. 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 employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard applied to its RIA services.

John Heacock is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with Valic Financial Advisors since 2025. His prior roles include positions at Mass Mutual Investors Services, Merrill Lynch Wealth Management, Wealth Enhancement Group, and M Financial Group. He is also appointed as an agent for non-securities insurance products with AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts implemented via Envestnet’s platform and third-party UMA model managers.

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.

Anthony Davaro is a financial advisor with Truist Advisory Services in Jenkintown, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes multiple roles at Truist Investment Services, Truist Bank, and Citizens Bank and its related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

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. Her career includes 19 years at Citigroup Global Markets before joining Truist in 2024. She holds Series 63 and Series 65 designations and is based in Philadelphia, PA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, leveraging third-party platforms and AI-enabled research tools to support its investment solutions.