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.

Patrick Brough is a financial advisor with Eagle Strategies (NY Life) based in Havertown, PA, holding the ChFC® and Series 63 credentials and bringing 36 years of industry experience. He has been affiliated with Nylife Securities Inc. since 1989. Outside of his advisory role, Brough is involved in insurance brokering and serves as a wholesale general agent of employee benefits. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

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.

David Small is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and bringing 36 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been affiliated with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2003. Outside of his advisory role, he is jointly involved with his wife in managing a vacation rental property in the Dominican Republic. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and a dedicated Adviser Managed Variable Products program.

Joseph Bruno is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He worked at Nationwide and Nationwide Securities, LLC for 12 years before joining Integrity Alliance in 2020. Outside of his main advisory role, Bruno owns and operates Bruno Financial Services LLC, providing securities and insurance services. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning solutions utilizing discretionary accounts, model portfolios, and third-party sub-advisers, with multiple operational features including dual registration as both an SEC-registered investment adviser and a broker-dealer.

Salvatore Lauri is a financial advisor at Integrity Alliance, LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including W&S Brokerage Services and Edward Jones. Lauri also serves as a full-time staff manager at Western & Southern Life. Integrity Alliance is a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm offers a range of advisory and brokerage services to individuals, corporations, and qualified retirement plans, utilizing various investment strategies and platforms.

Deanda Wilson is a financial advisor at TIAA-CREF with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining TIAA-CREF, Wilson worked at Businessolver and Pitcairn Trust Company, as well as the U.S. Department of Housing and Urban Development. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and brokerage services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory offerings include both point-in-time financial planning and ongoing discretionary management with model and customized portfolios.

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.

Thomas Kinslow is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including long-term roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is also co-owner of Delian Capital, LLC, a private entity involved in securities, advisory, and insurance 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 over $210 billion in client assets. The firm provides a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Ciara Deane is a financial advisor at Truist Advisory Services with 28 years of industry experience. She holds Series 65 and Series 63 designations and previously spent 19 years at Citigroup Global Markets before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled tools, to deliver investment solutions.

Ciara Price is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Lincoln Investment. She holds the Series 66 designation and has been involved with Lincoln Investment since 2015. Price also serves as Chief Operating Officer and Partner at Legacy Solutions, LLC, where she engages in financial planning and client service oversight. Lincoln Investment serves individuals, businesses, charitable organizations, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers comprehensive financial planning and harnesses both strategic and dynamic investment approaches through a combination of in-house and third-party strategies.

John Kernicky is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds a Series 66 designation and has worked at Janney since 2018. Prior to that, he was with Merrill and Bank of America, N.A. from 2011 to 2018. 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, and institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Robert Cappelli is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Janney Montgomery Scott since 2021 and previously spent 12 years combined at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, delivering investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs.

Mikayla Lewis is a financial advisor at Janney Montgomery Scott with a Series 66 designation and over four years of professional experience across healthcare, corporate services, and financial sectors. She has been with Janney Montgomery Scott since 2024. 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, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

James Maniscalco is a financial advisor at TIAA-CREF with 26 years of industry experience. He has been with TIAA-CREF since 1995 and holds Series 63 and Series 66 designations. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Jacob Lusby Jr. is a financial advisor with PNC Wealth Management in Media, PA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Citizens Securities, Inc., and Fulton Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an employee-only discretionary digital offering that uses algorithm-driven risk assessment to guide portfolio construction with mutual funds and ETFs.

William Mills is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with PNC Investments LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to certain employees. The firm utilizes algorithmic risk assessments and delegates portfolio implementation and proxy voting to third parties.

Malaika Hamid is a financial advisor at TIAA-CREF with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities LLC, The Vanguard Group, and Citizens Bank. 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 relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management under a fiduciary standard, utilizing model and customized portfolios.

Christopher Fusco is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 66 designation and is based in Philadelphia, PA. Fusco has been with Janney Montgomery Scott since 2014. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Christy Barilotti is a CFP® with 25 years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has operated her own firms, Barilotti Wealth Strategies LLC and Barilotti Wealth Strategies & Insurance Solutions, LLC, since 2008 and 2014 respectively, and has longstanding ties to New York Life Insurance Company and NYLIFE Securities LLC. Outside of her advisory work, she serves on the Campaign Executive Committee for Ursinus College, volunteers with a mentorship program at Liguori Academy, participates on the U-Imagine Center Advisory Council, and owns Freedom and Clarity, LLC, which holds a patent and license for a cell phone device. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides a range of financial planning and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of its assets on a non-discretionary basis within the integrated New York Life structure.