Mario Meola is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 24 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010, following a prior role at Equitable Advisors from 2003 to 2010. Outside of his advisory work, he owns and operates a multi-line insurance business, Chimney Rock Financial, focusing on insurance sales and service for multiple carriers including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Nicholas Schmidt is a financial advisor with \u0026Partners holding a Series 66 designation and six years of industry experience. Prior to joining \u0026Partners in 2024, he held roles at Wells Fargo Clearing Services and Veritable L.P., among other positions. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis across various proprietary and third-party strategies.

Griffin Mcparland is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs AYCO Personal Financial Management. Outside of advisory work, he is involved in a financial services and insurance business under a DBA. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm utilizes a variety of discretionary and model-based portfolio strategies, including market-timing and momentum-based approaches in select legacy programs.

Mark Van Houten is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He has been with Janney since 2006 and is also associated with GJ-MAC Enterprises, LLC, d/b/a Home Instead. He holds Series 63 and Series 66 credentials. 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 portfolio management and third-party managers.

John Bannan is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2016. Outside of advisory services, he is president of Bannan Financial Group LLC, an entity used as his DBA. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs, financial planning, and access to third-party managers. The firm combines discretionary portfolio management with model-based allocations and employs both affiliated and unaffiliated sub-advisers, offering strategies that include market-timing and momentum-based approaches.

Jason Grantz is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63, 65, and 66 licenses and four years of industry experience. His career includes roles at Unified Trust Company, American Trust, and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios and multiple model and wrap-fee options.

Elizabeth Blanchard is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has worked at Kestra Advisory since 2016 and previously was with Sopher Financial Group for two decades. Blanchard is also the owner and president of Front Porch Financial LLC, where she continues to provide financial advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary services, employee education, and plan-level investment advice while managing approximately $79.8 billion in assets and serving a range of clients from plan sponsors to sovereign wealth funds.

Jared Zahn is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to entering the financial advisory field, he worked at Cushman & Wakefield and Robert Half. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 discretionary managed-account programs, financial planning, consulting, and brokerage services through a large network of advisors.

Robert Scrabis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Commonwealth and Reilly Financial Group since 2021, with prior experience at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory work, he is a band member of Blue Highways and Sheriff Restless. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Adam Gutkin is a financial advisor at TD Private Client Wealth LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CITI for ten years before joining TD in 2021. 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 both affiliated and third-party sub-managers and offers portfolio management, financial planning, and custody services.

Meryl Futey is a CFP® professional with 15 years of industry experience, currently with &PARTNERS. Her prior roles include positions at Avantax and 1st Global Advisors. She is also active as a financial advisor with PKF O’Connor Davies Wealth Management. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through both direct advisor management and third-party managers, employing a blend of analytical approaches and model portfolios.

Lee Piccarelli is a financial advisor at HSBC Securities (USA) Inc. with 20 years of industry experience. He holds the Series 66 and Series 63 licenses and has been with HSBC Securities and HSBC Bank USA since 2013. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of program types from client-directed to fully discretionary, utilizing model risk profiles and a combination of strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management.

Frank Petrone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is also an owner of a non-investment related rental business. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. Their investment approach utilizes approved model strategies managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external providers.

Michael Geczi is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and has previously operated Michael Geczi & Associates LLC, where he ran an insurance business. His prior work includes positions at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to client needs.

Sophia Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and previously spent 13 years at the Federal Reserve Bank of New York. Outside of her advisory role, she is involved in providing home care services for families in New Jersey. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing billions in client assets across discretionary and non-discretionary programs.

Cameron Andre is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. His prior work includes roles at Wiss Wealth Management LLC, WISS & Co., LLC, and JPMorgan Chase. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

James Matol is a financial advisor at TIAA-CREF with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA since 2011. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Robert Diquollo is a financial advisor at Mariner with 24 years of industry experience and holds the PFS™ designation. He previously worked at Brinton Eaton for 10 years before joining Mariner Wealth Advisors, where he spent six years. Outside of his advisory role, he serves on several nonprofit boards, including as Treasurer for the Fund for Newark Abbey and Chairman of the Board of Advisors for Newark Abbey/St. Benedict’s Prep School, and is involved with the New School University School of Public Engagement and other nonprofit organizations. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes customized discretionary portfolios with in‑house and third‑party resources, and provides specialized offerings like Core Family Office services and employer financial wellness tools.

Peter Needham is a CFP® and Series 65 credentialed advisor with 22 years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC and its affiliated entities since 2019 and previously spent 17 years at American Economic Planning Group. Outside of advisory work, he is involved with Wealth Enhancement Group’s non-variable insurance business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Sean Greaves is a financial advisor with GWN Securities Inc. holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cetera, UBS Financial Services, and Northwestern Mutual. Outside of finance, he owns HTR Cards, a business focused on buying and selling sports cards and memorabilia through online platforms and live shows. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, employing a combination of sub-advisers and model-based allocations that incorporate asset allocation and Modern Portfolio Theory. The firm is known for its use of tactical market-timing and momentum-based strategies within select legacy programs.