Jackson Davey is a Series 65 registered advisor with Clearstead Advisory Solutions in Philadelphia, PA, and has eight years of industry experience. He previously worked at MyCIO Wealth Partners, LLC for nine years and spent one year with Northwestern Mutual. Clearstead serves affluent private clients and institutional clients, providing services including investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs an investment process that integrates portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Timothy Hague is a financial advisor with Centaurus Financial, Inc., holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience, including roles at Centaurus Financial, Spivak Financial Group, and U.S. Allianz Securities Inc. Outside of his advisory work, Hague is involved in charitable fundraising for Phoenix Children's Hospital and owns several business entities related to insurance sales and real estate development. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, and institutions. The firm offers financial planning, portfolio management, and specialized retirement-plan consulting, employing a range of investment analysis techniques and both discretionary and non-discretionary management approaches.

Michael Finelli is a financial advisor at Clearstead with 24 years of industry experience. He holds a Series 65 designation and previously worked for MyCIO WEALTH PARTNERS, LLC for 19 years before joining Clearstead. He is based in Philadelphia, PA. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs an institutional investment approach, utilizing portfolio analytics, manager research, and strategic asset allocation, and manages approximately $33.9 billion in assets.

Kyle Robostello is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds a Series 66 designation and has worked 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 broad client base including individuals, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Tyler Ciemniecki is a financial advisor with Eagle Strategies (NY Life) based in Philadelphia, PA, holding Series 63 and Series 66 licenses with two years of industry experience. He has worked at Eagle Strategies since 2024 and is also associated with Barilotti Wealth Strategies and Insurance Solutions LLC and New York Life Insurance Company. Prior to his advising career, Tyler held roles at Johnson & Johnson Consumer Products and Rutgers University. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives and Plan Sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

John Dougherty is a CFP® professional with 33 years of industry experience, currently serving at Janney Montgomery Scott since 2009. He holds Series 63 and Series 65 licenses. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Albert Pierce is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2011. 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 services, financial planning, consulting, and various advisory programs.

Michael Creighton is a financial advisor with Equity Services, Inc. in Media, PA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Equity Services, he worked at Valley Forge Financial and M Holdings Securities, Inc. from 2019 to 2024, and at GMH Ventures from 2011 to 2019. Outside of his advisory role, he is a partner in CM Advisors LLC and involved with several other financial and insurance-related businesses. Equity Services, Inc., operating 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 employs multiple advisory platforms and third-party asset managers, offering both discretionary and non-discretionary portfolio management.

Nicholas Sarlo is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has been with TD Private Client Wealth since 2020, also working concurrently at TD Bank since 2014. 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 utilizes a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related products, employing both affiliated and third-party sub-managers alongside financial planning support and third-party custody.

Belinda Wiafe is a Series 66-licensed financial advisor with one year of experience, currently with PNC Wealth Management in Cherry Hill, NJ. She previously worked at Personal Wealth Strategies and spent six years at Stanbic Investment Management Services, Limited. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and discretionary management of mutual fund and ETF investments.

Daniel Marsan is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Carrington Mortgage, Freedom Mortgage, and The Federal Savings Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Jessica Hartman is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. She has held her current position since 2009 and holds Series 63 and Series 65 designations. Hartman serves on the Leadership Council of the Wistar Institute, a philanthropic and advocacy organization. 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 and offers a range of services, including brokerage, financial planning, and advisory programs that utilize both in-house and third-party portfolio management.

Seth Hoffman is a financial advisor with J. W. Cole Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation and 25 years of industry experience. Prior to joining J. W. Cole, he worked at AXA Advisors and Commonwealth Financial Network. He is the founder and managing member of Benjamin & Company, LLC, and is involved in financial education through Benco Education, LLC. J. W. Cole Advisors operates a large network of independent investment adviser representatives and provides a range of services, including fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of investment strategies and offers access to multiple third-party managers and digital advice platforms.

George Vellaringattu is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with VALIC Financial Advisors since 2010 and currently also holds roles at Mercury 5 Capital Management and Agia. Outside of his advisory work, he is involved in managing rental properties through several partnerships and entities. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 and maintaining a large client base supported by over 1,200 advisors.

Philip Bonelli is a financial advisor at Clearstead Advisory Solutions with 21 years of industry experience. He holds a Series 66 designation and previously worked for MyCIO Wealth Partners, LLC for 19 years before joining Clearstead in 2026. Clearstead serves affluent private clients and institutional clients by providing investment management, financial and tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that includes portfolio analytics, manager research, and a proprietary Direct Indexing strategy.

Dennis Jablonoski is a financial advisor at Mercer Global Advisors Inc. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Andrew Garrett, Cordasco Financial Network, BCG Securities, and Morgan Stanley. Outside of his advisory role, he serves as a referee for high school sporting events through the New Jersey Interscholastic Athletic Association. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory and comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory with diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate accounts, and other strategies.

Sara Wilson is a financial advisor with First Command Advisory Services in Mount Laurel, NJ. She holds Series 65 and Series 63 designations and has two years of industry experience. Prior to her advisory role, she worked at various First Command entities and operated a travel business called Discovering the Magic Travel for one year. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a 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.

Marc Turzo is a financial advisor at Empower Advisory Group with 28 years of industry experience. He previously worked at Lincoln National Life and Lincoln Financial Advisors Corporation from 2010 to 2024. Outside of his advisory role, he is the owner of a property management business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Paul Pacelli is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Merrill and The Investment Center, Inc. Outside of financial services, he has worked in pool services and fitness. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation only. The firm employs algorithm-driven risk assessments and utilizes third-party strategists for portfolio implementation, with a focus on mutual funds and ETFs.

Christopher Borden is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2016. He also teaches as an adjunct professor at Temple University and holds a volunteer leadership role as Vice President of the Temple University Alumni Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, and institutional clients through a combination of brokerage, financial planning, and advisory services. The firm integrates in-house and third-party portfolio management and provides custody and trustee services through its subsidiary trust company.