Anthony Midili Jr. is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses 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, corporate and retirement plan sponsors, and offers a range of brokerage, financial planning, and advisory services.

Albert Digiacomo is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding the CFA® charter and Series 66 license with nine years of industry experience. He has spent his entire advisory career at Janney Montgomery Scott, joining the firm in 2015. 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 plans, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs through both in-house and third-party portfolio management.

Thomas Gallagher is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at The Aranda Group and Oppenheimer & Co. Inc. Outside of his advisory work, he operates Pineneedle LLC, a retail and online arbitrage business specializing in media entertainment and electronics. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients. The firm offers a range of brokerage services, financial planning, and advisory programs, with a combination of in-house and third-party portfolio management.

Anthony De Gerolamo is a CFP® professional with 32 years of industry experience currently affiliated with Equity Services, Inc. He has held positions at firms including National Life Group, Allstate Insurance Co, and LPL Financial. He also owns and operates DeGerolamo Financial Strategies. De Gerolamo serves on the membership committee of Riverton Country Club. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading, and utilizes third-party asset managers and model portfolios.

Jocelyn Nedumcheril is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding Series 65 and Series 63 licenses with 11 years of industry experience. She has worked with Janney Montgomery Scott since 2019 and previously held positions at Resource Securities, Inc., McAdam LLC, and Purshe Kaplan Sterling Investments. 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 municipalities, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Michael Pomerantz is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has been a partner at Backal Pomerantz Wealth Management since 1997. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with both fee-based and commission-based options, and its network of 477 advisors provides financial planning, portfolio management, retirement plan services, and brokerage solutions.

Lisa Breslin is a financial advisor at &PARTNERS with over 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base that includes individual and institutional investors, such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary models and third-party managers through the Envestnet platform, and engages in a range of activities including financial planning, ERISA consulting, and investment banking.

Viet Nguyen is a financial advisor at TIAA-CREF with 13 years of industry experience. He has held roles at TIAA-CREF since 2017 and previously worked at Citizens Securities, Inc. and RBS Citizens Financial Group. 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 TIAA-administered employer retirement plans. The firm offers a range of advisory services, including customized portfolios managed under client-approved investment policy statements, and operates within a vertically integrated group that serves as adviser to a donor-advised fund.

Martin Schamis is a CFP® and holds a Series 66 designation with 25 years of industry experience. He is affiliated with Janney Montgomery Scott in Philadelphia, PA, where he has worked since 2015. 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 clientele including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, consulting, and advisory services.

William O Rielly III is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Truist Investment Services, BB&T Securities, and SunTrust Advisory Services. He serves as an independent investment advisory board member for the Salvation Army’s Southern Territory, reviewing its global multi-asset class portfolios. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion across a diverse client base, including individuals, families, trusts, estates, corporations, retirement plans, and municipal entities. The firm offers financial planning, brokerage services, and multiple advisory programs, combining in-house portfolio management with third-party managers.

Manuel Santiago III is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with NYLIFE Securities LLC since 2012 and New York Life Insurance since 2009. In addition to his advisory role, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Emily Mulligan is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She has previously worked at Lane Hipple Wealth Management Group and Lane and Associates LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investment process and uses an open-architecture approach to asset allocation and manager due diligence.

Michael Cohler is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with United Planners Financial Services of America for over 30 years and also manages Cohler Financial Associates, a marketing entity. Since 2019, he has served as a FINRA arbitrator. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and atypical institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through its network of 477 independent advisors.

Zach Cohen is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and Lincoln Financial Network. Cohen is based in Philadelphia, PA. PNC Wealth Management offers retail brokerage and advisory services, including a model-based Portfolio Solutions Strategist Digital Offering available as an invitation-only pilot for employees with PNC Bank online credentials. The firm utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists, employing mutual funds and ETFs with annual rebalancing.

Donna Ewing is a financial advisor at PNC Wealth Management in Cherry Hill, NJ, holding a Series 66 designation with 14 years of industry experience. She has been with PNC Investments LLC since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and third-party model management for investment implementation.

Christian Cappello is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes 10 years at The Vanguard Group and over 7 years with 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 diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Aaron Byrd Leitner is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott and its affiliated entities 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, providing a range of brokerage, financial planning, consulting, and advisory services.

Charles Guittari is a financial advisor at TIAA-CREF with 9 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and First Republic Investment Management. TIAA-CREF Individual & Institutional Services 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 customized portfolio management and fiduciary services within a vertically integrated structure.

Mark Milewski is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Citizens Bank, CCO Investments, Santander Securities, and Agia, where he is also involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Pinto is a financial advisor at PNC Wealth Management with 25 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.