Angelica Andrews is a financial advisor at Ritholtz Wealth Management in Philadelphia, PA, holding Series 63 and Series 65 licenses with three years of industry experience. She previously worked at Tiedemann Advisors and The Vanguard Group, Inc. before joining her current firm. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process with diversified, low-cost ETFs and tactical overlays, and offers both advisor-led and digital platform services.

Steven Brettler is a financial advisor with Gladstone Wealth Partners in Mount Laurel, NJ, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank from 2009 to 2020 before joining Gladstone Wealth Partners and LPL Financial in 2020. Brettler also provides investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize discretionary portfolio management, third-party managers, and model portfolios, and provide ongoing financial planning and consulting.

Robert Bap Wasko is a CFP® credentialed financial advisor with 12 years of industry experience. He has been with Wescott Financial Advisory Group LLC in Philadelphia, PA since 2016. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, providing wealth management, financial planning, trust services, and pension consulting. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies and emphasizes tax-sensitive portfolio construction.

Thomas Scorcia is a financial advisor at Saxony Capital Management, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Brookstone Capital Management and Florida Financial Advisors. His background includes roles outside the advisory field, such as entrepreneurial and operational work prior to his advisory career. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and employs diverse investment strategies, including discretionary asset management and third-party manager due diligence.

Gilbert Crews is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. Based in Philadelphia, PA, his career includes over a decade at his current firm. 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. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

David Spetgang is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2016. 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, offering brokerage, financial planning, consulting, and multiple advisory programs.

Kasseim Everett is a financial advisor at Janney Montgomery Scott with nine years of industry experience and holds a Series 66 designation. His work history includes multiple roles at Janney Montgomery Scott since 2018, as well as positions at Bank of America and Merrill. Janney Montgomery Scott LLC is a large integrated broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and various advisory programs with both in-house and third-party portfolio management.

Stephanie Davidson is a financial advisor at Lincoln Investment with three years of industry experience. She holds the Series 66 designation and has worked at Lincoln Investment since 2023. Outside of her advisory role, she serves as a varsity cheerleading coach at Audubon High School. 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 model portfolio programs managed through both strategic and tactical investment approaches.

Thomas Schulgen is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has five years of industry experience and has been involved with Haddon Agency LLC since 2009. Outside of his advisory role, he is a partner in Haddon Advisory Group, a non-investment-related partnership. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

Gregory Larson is a financial advisor with LPL Financial in Huntingdon Valley, PA, holding a Series 66 designation and 23 years of industry experience. He has been associated with LPL Financial since 2007 and also provides investment advisory services through Private Advisor Group, an independent firm. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and model portfolios, allowing advisors to tailor solutions across various investment strategies and client needs.

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 66 and Series 63 licenses and possessing seven years of industry experience. He previously worked 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 clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investment options from affiliated and third-party managers and offers portfolio management, financial planning, and custody services.

Leif Vanhala is a financial advisor with First Command Advisory Services in Philadelphia, PA, holding Series 66 and Series 63 licenses and four years of industry experience. His work history includes roles at First Command Brokerage Services, Fidelity Investments, SunPro, the Sustainable Resource Center, and the Center for Energy and Environment. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using Envestnet’s platform and Pershing for custody and execution.

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 the Series 63 and Series 66 designations and has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

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.

Scott Troilo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is a member of T and T Properties LLC, an activity unrelated to investment management. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, digital discretionary model account for employees that relies on algorithmic risk assessment and implements investments via approved model strategies using mutual funds and ETFs.