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.

Bryan Kelly is a financial advisor at Steward Partners Investment Advisory, LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Raymond James Financial Services and Ameriprise Financial Services. Kelly serves as a board member of Arts Build, an arts funding organization in Chattanooga, TN. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party portfolio management solutions.

Andrew Carnevale is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Aberdeen Asset Management, Poplar Forest Capital, and Quasar Distributors. Carnevale is based in Radnor, PA. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Jeffrey Milonas is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Farmers Insurance, Allstate Insurance, and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Vincent Bona is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at TIAA-CREF since 2018, following three years at PNC Investments and PNC Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management through customized and model portfolio strategies.

Daniel Gannon is a CFP® professional affiliated with Commonwealth Financial Network and has 29 years of experience in the financial industry. He has been with Commonwealth Financial Network and Union Street Financial LLC since 2010. Outside of his advisory work, he is the sole member of Mushroom Capital, LLC, an entity that owns and sublets office space for a branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering various advisory programs and support services including investment management, technology, and compliance. The firm provides advisors with discretion over client portfolios and manages model portfolios through its Investment Management and Research team.

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.

Ernest Sims is a CFP®-certified financial advisor with 41 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. He is also co-owner of Sims Financial LLC, a private entity involved in securities, advisory, and insurance services, which he has operated since 2002. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients through a range of advisory programs and back-office services. The firm offers discretionary model portfolios, customized investment solutions, and operates with a substantial clearing and custody relationship with National Financial Services LLC.

Michen Sirleaf is a CFP® with 18 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. His work history includes roles at Charles Schwab & Co., CliftonLarsonAllen Wealth Advisors, TD AMERITRADE, and PNC Bank. He holds a Series 66 license and is based in Radnor, PA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and is compensated by Charles Schwab & Co. under a cost-and-expense plus arrangement.

Sabrina Reeves is a financial advisor at Private Advisor Group, LLC with one year of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Transcend FMC. Outside of her advisory role, she has longstanding employment at BJ's Wholesale Club involving cash handling and reconciliation. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various programs and access to third-party asset managers. The firm utilizes multiple investment strategies and provides a range of tools and services to accommodate client preferences.

David Webb is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1993. Webb 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 diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and multiple advisory 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 a business that purchases and resells Philadelphia 76ers basketball season tickets. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant investment options through risk-based mutual fund portfolios. The firm emphasizes strategic asset allocation and education services for plan sponsors and participants.

John Demichael IV is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and LPL Financial, LLC. 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, and institutional sponsors, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party asset management.

Glenn Wiener is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 designations and bringing 27 years of industry experience. He previously worked at Prudential Investment Management Services LLC and Prudential Insurance Company of America from 2011 to 2022. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Katherine Ettingoff is a financial advisor with J.W. Cole Advisors, Inc. She holds the Series 66 designation and has 10 years of industry experience. Prior to joining J.W. Cole Advisors in 2019, she worked at Wells Fargo Clearing and Wells Fargo Advisors. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple 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.

Guojun Zhu is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials. Zhu has been with Transamerica since 2025 and has additional experience as a franchisee of WIZE LLC, which offers K-12 extracurricular classes in computer and robotics. Zhu is also involved with Hope Chinese School VA Inc, a nonprofit providing Sunday school services to the Chinese immigrant community. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers its services through a large advisor network using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE, TFA365 Advisory Program, and Transamerica ALPHA.

Joseph Diorio is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Truist Investment Services, SunTrust Advisory Services, BB&T Securities, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

John Paul Bradley is a CFP® with 16 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held prior roles at Wells Fargo Bank, NA, Wells Fargo Clearing, and PNC Investments LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies, supported by educational content and specialized client programs.

Gregg Millman is a financial advisor with Principal Financial Services in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has affiliations dating back to 2002 with Principal Life Insurance Company and Financial Advisors of Delaware Valley. Outside of his advisory role, Millman serves on the board of the Mary Campbell Center Foundation and is an elected Precinct Majority Inspector for Montgomery County elections. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions with an emphasis on ongoing client reviews and a range of promoter and referral arrangements.