Mark Madvedoff is a CFP® and holds a Series 63 license with 44 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1981. 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.

Kelly Jefferson is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds a Series 66 designation and has worked at Cincinnati Service Center since 2011 and Five Season since 2007. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, focusing notably on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches through both in-house and third-party strategies, managing discretionary and non-discretionary programs.

Evangelos Tsembelis is a Series 66 licensed advisor at Rockefeller Financial LLC with 13 years of industry experience. His prior work includes roles at Merrill and Bofa Securities, Inc. He has been with Rockefeller Financial since 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Mary Ann Lazzaro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at JRB Wealth Management since 2019 and previously spent seven years with Ameriprise Financial Services. Outside of her advisory role, she is president and owner of Lazzaro Financial Services, Inc., which offers tax preparation, accounting, and financial advice services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, along with operations, trading, technology, and compliance support to affiliated advisors.

Heather Robb is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2008. 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, financial planning, consulting, and various advisory programs.

Stacy Linneman is a CFP® professional with 16 years of industry experience, currently serving at TIAA-CREF in Philadelphia, PA. She has been with TIAA and TIAA-CREF since 2013, holding roles across both entities during that time. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with relationships through TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure and acts as adviser to a donor-advised fund.

Steve Leming is a financial advisor at TD Private Client Wealth LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Radcliffe Capital, Foreside Fund Services, LLC, and Penn Capital Management Company, Inc. He is currently based in Marlton, NJ. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody through third-party custodians.

Brian Walsh is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Oppenheimer since 2002. Outside of his advisory role, he has an investment in a Philly Soft Pretzel franchise system, though he is not involved in its operations. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm utilizes strategic and tactical asset allocation along with a range of investment products, and acts as a qualified custodian for client assets.

Jovani Rivera is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including J.P. Morgan Securities, Prudential Investment Management Services, and AIG. Rivera is based in North Brunswick, NJ. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Ramona Santos is a CFP® with 26 years of experience in the financial services industry. She has worked at Integrated Wealth Concepts LLC since 2019 and previously held roles at LPL Financial and DaVinci Financial Designs, LLC. Santos operates from Marlton, NJ. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Timothy Herrera is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Janney Montgomery Scott in various roles since 2007. 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 services, financial planning, consulting, and multiple advisory programs.

Maximilian Margiotta is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and six years of industry experience. He has worked at Janney Montgomery Scott since 2016 in various roles. 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 institutional clients, and offers a range of brokerage, financial planning, and advisory services.

Timothy Gormley is a CFP® professional with 32 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously spent 11 years at Stifel. 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 and offers brokerage, financial planning, consulting, and multiple advisory programs through a combination of in-house portfolio management and third-party managers.

Cheryl Rowan is a financial advisor at Rockefeller Financial LLC with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Merrill for 32 years and Bank of America, N.A. for 2 years. Rowan has been with Rockefeller Financial since 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to provide discretionary, non-discretionary, and model-based portfolio management solutions, along with broker-dealer services and placement of alternative investment vehicles.

Nicholas Falcone is a financial advisor with Janney Montgomery Scott in Philadelphia, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Withum, DoorDash, and Woloshin Investment Management before joining Janney Montgomery Scott. 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 diverse client base, offering brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Robert Bowman is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including BNY Mellon and National Securities Corp. Outside of his advisory role, Bowman serves on the Executive Committee and co-heads hospitality for the 2026 PGA Golf Tournament and is a board member of Aronimink Golf Club in Newtown Square, PA. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory programs.

Sean Moreland is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Bank of America, Merrill, and J.P. Morgan. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and uses a Private Advisor model combined with a consolidated investment platform to provide a range of discretionary and non-discretionary investment solutions.

Jonathan Fonash is a financial advisor at Transamerica Financial Advisors with 20 years of experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Infinex Investments, Advisor Group, Osaic, and Capital One Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and a registered investment adviser, providing a range of program choices with discretionary and non-discretionary management options.

Perry Sutton is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and 17 years of industry experience. His career includes roles at WSFS Wealth Investments, Commonwealth Financial Network, Citizens Securities, and Morgan Stanley. He is based in Marlton, NJ. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate services.

George Papanier is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He previously worked at Lion Street Financial and AXG Advisors, where he is also an owner and handles business development. In addition to his advisory role, he owns Flagler Insurance Partners, LLC, which provides insurance coverage primarily in Florida. Integrity Alliance serves a broad client base including individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a variety of advisory programs through multiple platforms and investment approaches.