Phong Le is a financial advisor with Transamerica Financial Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked in various roles related to solar energy and home improvement services, including positions at Sunbright Solar LLC and Kinetic Innovations LLC. Transamerica Financial Advisors serves a diverse client base ranging from individual and high-net-worth investors to corporate and charitable entities. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Madeline Young is a financial advisor at J.W. Cole Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation with nine years of industry experience. Her prior roles include positions at Benjamin and Company, Commonwealth Financial Network, Royal Alliance Associates, and Key Financial Inc. She is co-owner of Benco Education, LLC, which provides financial education. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of discretionary and non-discretionary investment strategies and utilizes both fundamental and technical analysis.

Jorge Kuri is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with eight years of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. His prior work history includes roles at SEI Investments, Axa Advisors, and Drexel University. 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 brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Evan Jurczynski is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and two years of industry experience. His previous work includes positions at Merrill and TD Bank. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of affiliated and third-party managers and maintaining a platform supported by Envestnet and Pershing.

David Berdow is a CFP® with 30 years of industry experience, currently serving as a financial planner at Kestra Advisory. He has been with Kestra Advisory since 2016 and is also the owner of Berdow Planning Group, LLC. Berdow serves on the board of the Ocean City Yacht Club, overseeing facility infrastructure. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors.

Ronald Funari is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Janney Montgomery Scott since 2007. 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 broad 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 various advisory programs.

Eric Kimmell is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Pacific Premier Trust. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and advisory programs, combining in-house portfolio management with third-party managers across multiple wrap programs and unified managed accounts.

Wesley Wasserman is a CFP® with two years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC, and has prior experience at LPL Financial LLC and Levy Wealth Management Group. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

John Watson is a CFP® and ChFC® with 28 years of experience in financial advising. He has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2014, and previously held roles at Wells Fargo Clearing, Osaic FA, Inc., and Quick & Reilly, Inc. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Mahim Siddiqui is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 66 licenses with four years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC and Morgan Stanley. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Paul Clemente is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Raymond James & Associates, Primerica Secure, and Boenning & Scattergood, Inc. Clemente has worked at Oppenheimer since 2022. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary services.

Pearl Lee is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 licenses with 38 years of industry experience. She has been with Janney Montgomery Scott since 2006. Outside of her advisory role, she serves as Treasurer and board member of Penn Asian Senior Services, a nonprofit providing support to Asian American seniors and others facing language and cultural barriers, and she is the Finance Chair for the Asian American Women’s Coalition. 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, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services with an investment approach that includes both in-house and third-party portfolio management.

Daniel Kiefer is a financial advisor with TD Private Client Wealth LLC, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. His work history includes roles at TD Bank N.A., Cetera Advisor Networks LLC, UPS, Summit Financial Group, Inc., and Summit Brokerage Services. 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 customers. The firm utilizes a blend of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering portfolio management, financial planning, and custody services through established technology and custodian platforms.

Philip Morgan Jr. is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 34 years of industry experience. He has worked at Kestra Advisory since 2016 and has been involved with Kestra Investment Services and Principal Life Insurance Co. since 2004. Morgan is also the owner of Drake, Lehner & Morgan, LLC, through which he engages in registered representative activities and insurance services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions.

Robert Sander is a financial advisor at Janney Montgomery Scott with over 41 years of industry experience. He has been with Janney Montgomery Scott since 1984 and holds the Series 63 designation. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory services.

Michael Stanley is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He has held positions at Morgan Stanley, Morgan Stanley Smith Barney, and Merrill. Stanley holds Series 63 and Series 66 licenses and is based in Philadelphia, PA. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through multiple wrap programs and integrated asset management.

Daniel Drabkin is a financial advisor with VALIC Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and bringing 24 years of industry experience. He has been with VALIC Financial Advisors since 2004 and also works with Agia. Outside of his advisory role, he is an investor in franchise businesses that teach coding to children and serves as treasurer and board member for Congregation Sons of Israel, where he leads the finance 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 UMA models for portfolio construction.

Edward Blumenthal is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 1996. Blumenthal is a member of the Philadelphia Estate Planning Council, participating in educational and networking activities related to estate planning. 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, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory programs with a mix of in-house and third-party portfolio management.

Batia Praizner is a financial advisor with Oppenheimer, holding Series 63 and Series 65 registrations and possessing 35 years of industry experience. She has been with Oppenheimer since 2002. Outside of her advisory role, she serves as the executor of her mother's estate, which is currently in the process of liquidation. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and uses both discretionary and non-discretionary investment approaches across equity, balanced, and fixed-income portfolios.

Jeremy Levinn is a CFP® with 19 years of industry experience. He is currently an advisor at Farther, joining the firm in 2024 after 12 years at Financial Life Focus, LLC and eight years at Altfest Personal Wealth Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models and algorithmic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income, with supplemental AI tools integrated under internal oversight.