Brian Michaels is a CFP® with 15 years of experience in financial advisory. He is currently with Private Advisor Group, LLC and has also worked at LPL Financial LLC, McAdam LLC, Purshe Kaplan Sterling Investments, and VOYA Financial Advisors, Inc. Based in Philadelphia, PA, Michaels provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party platforms and strategies to meet client goals.

Michael Corr is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors, OSAIC, the Pennsylvania House of Representatives, and The Vanguard Group. 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, financial planning, and advisory programs, and combines in-house portfolio management with third-party managers across multiple wrap programs and model portfolios.

Lauren Byrne is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) holding Series 65 and Series 66 licenses. She has recent experience at multiple firms including National Life Group, Fairfax Global Investment Management LLC, and Valley Forge Capital Strategies. Prior to entering the financial industry, Byrne worked in real estate and automotive sales. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using both discretionary and non-discretionary strategies, often incorporating third-party asset managers and model portfolios.

Edmund Chen is a financial advisor at Janney Montgomery Scott in Philadelphia, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work includes positions at Merrill and Comcast before joining Janney Montgomery Scott. 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 wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal entities, offering brokerage, financial planning, consulting, and various advisory programs.

Michael Mc Carron is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Grant Thornton. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services with integrated portfolio management and centralized client support.

Michael Clatterbuck is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Levy Wealth Management Group, LLC and LPL Financial. Outside of his advisory role, he is involved with LWMG Holdings, LLC, a business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management supported by quantitative and fundamental research.

Scott Mulvaney is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including CapTrust, Girard Investment Services, and Univest Bank & Trust Company. Mulvaney is based in Philadelphia, PA. 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 connected to TIAA-administered employer retirement plans. The firm offers a mix of model-based and customized portfolio management under a fiduciary standard, and it acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Marianne McGovern is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 63 designation and 30 years of industry experience. She has been with Janney Montgomery Scott since 1979. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plans, and offers brokerage services, financial planning, and advisory programs.

Melanie Dematto is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Phong Le is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has 13 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and has also worked in roles related to solar energy sales and home improvement services through positions at Kinetic Innovations LLC and Sunbright Solar LLC. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers, delivering advice through a combination of proprietary and third-party models with discretionary and non-discretionary options.

Madeline Young is a financial advisor at J.W. Cole Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation with nine years of industry experience. Her prior roles include positions at Benjamin and Company, Commonwealth Financial Network, Royal Alliance Associates, and Key Financial Inc. She is co-owner of Benco Education, LLC, which provides financial education. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of discretionary and non-discretionary investment strategies and utilizes both fundamental and technical analysis.

Jorge Kuri is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with eight years of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. His prior work history includes roles at SEI Investments, Axa Advisors, and Drexel University. 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, consulting, and multiple wrap and advisory programs.

David Berdow is a CFP® with 30 years of industry experience, currently serving as a financial planner at Kestra Advisory. He has been with Kestra Advisory since 2016 and is also the owner of Berdow Planning Group, LLC. Berdow serves on the board of the Ocean City Yacht Club, overseeing facility infrastructure. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors.

Ronald Funari is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Janney Montgomery Scott since 2007. 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 broad range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Eric Kimmell is a financial advisor at Janney Montgomery Scott with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Fidelity Investments and Pacific Premier Trust. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base across individual, family, trust, corporate, retirement, charitable, and municipal sectors, offering brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Wesley Wasserman is a CFP® with two years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC, and has prior experience at LPL Financial LLC and Levy Wealth Management Group. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

Mahim Siddiqui is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Sanford C. Bernstein & Co., LLC, as well as Morgan Stanley. 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 institutional clients, providing services such as brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Paul Clemente is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Raymond James & Associates, Primerica Secure, and Boenning & Scattergood, Inc. Clemente has worked at Oppenheimer since 2022. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary services.

Pearl Lee is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 licenses with 38 years of industry experience. She has been with Janney Montgomery Scott since 2006. Outside of her advisory role, she serves as Treasurer and board member of Penn Asian Senior Services, a nonprofit providing support to Asian American seniors and others facing language and cultural barriers, and she is the Finance Chair for the Asian American Women’s Coalition. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services with an investment approach that includes both in-house and third-party portfolio management.

Daniel Kiefer is a financial advisor with TD Private Client Wealth LLC, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. His work history includes roles at TD Bank N.A., Cetera Advisor Networks LLC, UPS, Summit Financial Group, Inc., and Summit Brokerage Services. 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 customers. The firm utilizes a blend of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering portfolio management, financial planning, and custody services through established technology and custodian platforms.