Robert Davis is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Realta Equities, Inc. and Realta Investment Advisors, Inc. for over a decade each. Davis is also involved with Monumental Wealth as a financial advisor. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent representatives. The firm supports a multi-advisor platform serving a broad client base and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Matthew Prince is a financial advisor at Sanctuary Advisors, LLC in Philadelphia, PA, holding a Series 65 designation with five years of industry experience. Prior to joining Sanctuary Advisors in 2025, he worked at Financial Engines Advisors L.L.C., Sharp Wealth Advisory, LLC, Buckingham Strategic Wealth, LLC, Econ Wealth Management, and BDFS Capital LLC. 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 through a network of over 400 independent advisors. The firm offers various portfolio management options, retirement plan consulting, and employs multiple analytical approaches while acting as a fiduciary under advisory agreements.

Michael Greene is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and Loop Capital Markets. PNC Wealth Management offers retail brokerage and advisory services using model-based programs, including an invitation-only, employee pilot digital offering that employs algorithmic risk assessment and implements portfolios through third-party strategists and approved models.

Gregory Jamgochian is a CFP® with 42 years of experience in the financial industry and has been with Janney Montgomery Scott since 2009. He holds Series 63 and Series 66 licenses and is based in Media, Pennsylvania. 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 client base including individuals, families, trusts, estates, and institutional sponsors, offering a range of brokerage services, financial planning, and advisory programs.

Robert Barger is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He holds a Series 65 designation and also operates Robert Barger Accounting, where he provides accounting services. Prior to that, he worked at GB Accounting Services, Inc. for nine years. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, employing both internal management and third-party asset managers to implement customized portfolios.

Bryan Minerva is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2019. Prior to his finance career, he was employed at Wine Warehouse and Shoprite. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Brian Fee is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Citizens Securities, TD Ameritrade, Scottrade, LPL Financial, and PNC Wealth Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, offering portfolio management, access to various investment products, and financial planning support through its TD Managed and Guided Portfolio solutions.

Caitlin Ulmer Long is a CFP® with 12 years of experience at Janney Montgomery Scott, where she has worked continuously since 2013. She serves on the board and programs committee of Northern Children Services in Philadelphia, contributing to program development and financial assessment. 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, and institutions, offering a range of advisory and brokerage services supported by both in-house and third-party portfolio management.

Andrew Tremblay is a CFA® charterholder with 13 years of industry experience. He currently works at PNC Wealth Management and previously spent over a decade at BlackRock. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and executes investments via mutual funds and ETFs with annual rebalancing.

Daniel Koven is a financial advisor at TIAA-CREF with the Series 66 designation and four years of industry experience. He previously worked at Guardian Life from 2018 to 2023 and has been with TIAA-CREF since 2024. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model portfolio management and customized portfolios under a fiduciary standard and acts as adviser to a donor-advised fund.

John Kirstien is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include seven years each at Morgan Stanley Private Bank and Prudential Annuities Distributors. 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 wide range of clients, including high-net-worth individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

Nabiha Khan is a financial advisor with TD Private Client Wealth LLC in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with TD Bank N.A. since 2021 and also works part-time as an accounting manager for American Falcon International Inc., a manufacturer’s representative in the electric and electrical parts export and import sector. 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 uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers comprehensive portfolio management and financial planning services.

Orit Sapir Alon is a financial advisor at Equity Services, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Bank of America, and Merrill. Outside of her advisory work, she is a joint owner of an online business selling beauty products imported from Israel. 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 offers multiple advisory platforms and uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Omar Khalifa is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and previously worked at Blackrock Investments, LLC for three years before joining Janney Montgomery Scott in 2017. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through various portfolio management programs.

Ralph Richetti Jr. is a financial advisor at PlanMember Securities Corporation with 20 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Hartford Funds Distributors LLC for 12 years. Outside of his advisory role, he owns and operates a consulting company involved in the purchase and resale of Philadelphia 76ers basketball season tickets. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support through seminars, personalized planning, and participant services.

Glenn Wiener is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes over a decade with Prudential Investment Management Services and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Steven Hacker is a financial advisor at Equity Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and TFS Securities. Outside of his advisory role, he is president of Qualified Plan Consultants, a third-party administration and ERISA consulting firm, and operates as a licensed insurance agent under the DBA Evolution Financial Group. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that incorporate both long-term strategies and options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Joy Massimi is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at TIAA-CREF since 2017, following four years at The Vanguard Group. Outside of her advisory role, she is an owner of a vacation home used as a rental property. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also offers referrals to affiliated services and acts as investment adviser to a donor-advised fund.

Walter Watson Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2013, following prior roles at Raymond James Financial and Wells Fargo Clearing. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a range of investment strategies, often implementing advice through third-party managers and technology platforms such as its proprietary WealthSuite.

Raimondo Feudale is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Guttmann & Longo Group. Since beginning her career as an intern at Merrill in 2015, she has developed expertise in comprehensive wealth management, focusing on understanding clients' unique needs and objectives. Raimondo collaborates with her colleagues Monica, Kevin, and Laurie to deliver tailored financial strategies and combines Merrill’s investment insights with Bank of America’s banking services to support clients' financial lives. Raimondo’s areas of specialization include college education planning, divorce transition planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, and retirement income. She holds FINRA Series 7 and 66 registrations as well as the Personal Investment Advisor (PIA) designation. Raimondo earned her Bachelor's Degree in Finance and Economics from Loyola University Chicago. She is fluent in English and Lithuanian and resides in Willowbrook, Illinois. Outside of her professional role, Raimondo’s personal interests include basketball, boating, bowling, camping, cooking, gardening, spending time with her family, and practicing yoga.