John Vaughn is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 65 designations and nine years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. He has been with TIAA and TIAA-CREF since 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, applying a fiduciary standard within its advisory services.

Christopher Giampietro is a financial advisor with Hightower Advisors in Philadelphia, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He previously worked at The Vanguard Group, Inc. from 2014 to 2016 before joining HighTower Securities, LLC in 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Tiffany Hutchins is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked with TD Bank N.A. since 2012. 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 uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Thomas Delaney is a financial advisor with TIAA-CREF, holding a Series 66 designation and over 21 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 provides both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and manages donor-advised funds.

Brian Weyman is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Marlton, NJ, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior work includes roles at National Life Group, AXA Advisors LLC, and Mutual of Omaha. Outside of his advisory role, he is involved in several other business activities, including residential home appraisals and services that assist companies with professional employer organizations, as well as a partnership focused on college funding advice. 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, utilizes third-party asset managers and model portfolios, and manages a mix of discretionary and non-discretionary client programs.

Emily Wernly is a CFP® and Series 66 credentialed financial advisor with eight years of industry experience. She has been with Janney Montgomery Scott since 2018 and previously worked at Levy Wealth Management and Northwestern Mutual. 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 a range of brokerage, financial planning, and advisory services.

Maureen Cunningham is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Janney in various capacities since 2006. 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 multiple wrap and advisory programs.

Linda Murphy is a Series 66-licensed financial advisor with Janney Montgomery Scott in Philadelphia, PA, where she has worked since 1996. She has 24 years of industry experience. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Shane Fox is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Wealth, BANK of AMERICA, N.A., and Merrill Lynch. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who develop their own investment strategies within a supervised framework and offers a range of portfolio management and consulting services.

Euletta Gordon is a financial advisor with Eagle Strategies (NY Life) in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Eagle Strategies since 2010 and operates Wholistic Wealthcare Strategies LLC, focusing on New York Life products and non-registered insurance brokerage. Gordon serves as a board member for Grace Temple Community Development Corporation, which works on community improvement initiatives including housing and after-school programs. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, with a notable emphasis on serving institutional and retirement plan clients.

Robert Hoey is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds a Series 66 designation and has been with Janney since 2014. Outside of his advisory role, he serves on the Golf Outing Committee for Samaritan Healthcare and Hospice, organizing fundraising auctions. 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 services, financial planning, consulting, and advisory programs, with investment advice delivered through both in-house and third-party portfolio management.

Christopher House is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Creative Planning since 2016. He holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Tara Prindible is a financial advisor with VALIC Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and 22 years of industry experience. She has been with VALIC Financial Advisors since 2008 and also works with Agia since 2022. Outside of her advisory role, Tara is involved in her community as the president of the Moorestown Lacrosse Club and serves as a district representative for the Moorestown Republican Municipal Committee. VALIC Financial Advisors primarily serves U.S.-domiciled 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 and serving a large client base through its extensive advisor network.

Jessica Nelson is a CFP® practitioner with four years of industry experience, currently serving as an advisor at Mariner Wealth Advisors. Her prior experience includes roles at Altfest Personal Wealth Management, Deloitte, and EY. Outside of her advisory work, she is a co-owner of Elevate Advisory Group, which provides individual tax preparation services. Mariner Wealth Advisors serves a diverse clientele, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, alongside specialized services such as Core Family Office solutions and employer financial wellness tools.

Michael Howley is a CFP® with 24 years of industry experience, currently serving at Hightower Advisors since 2023. Prior to joining Hightower, he spent 21 years at Meyer Capital Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of investment vehicles.

Douglass Ergood, Jr is a Series 66-licensed financial advisor at Janney Montgomery Scott with two years of industry experience. His background includes roles at the University of North Carolina at Charlotte and Chapel Hill prior to joining Janney. 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, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Andrew Wilt is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Lincoln Investment since 2015 and also has a long tenure at Villanova University starting in 2001. Outside of his primary role, he is involved with Heritage Advisory Group, focusing on financial planning activities. Lincoln Investment serves a broad client base including individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment strategies, utilizing both in-house and third-party models overseen by an Investment Management & Research team.

Kaitlin Lepre is a financial advisor at Janney Montgomery Scott with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2018, with prior roles at Merrill, BB&T Securities, and The Vanguard Group. 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 including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs that combine in-house and third-party portfolio management.

Daniel Stephens is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Janney Montgomery Scott, Private Client Services, Kestra Advisory Services, Kestra Investment Services, and IVC Wealth Advisors. 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 advisory programs supported by both in-house and third-party portfolio management.

Victoria Anglace is a financial advisor at Janney Montgomery Scott with the Series 66 designation and has been in the industry since 2025. She began her career at Janney Montgomery Scott after completing ten years as a student. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $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 services, financial planning, and advisory programs.