Kevin Shamy is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2007. 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, often serving clients with existing employer retirement plan relationships through TIAA. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Davis Long is a Series 66 licensed financial advisor with Kestra Advisory, based in Wilmington, Delaware. He has three years of industry experience, including prior roles at The Vanguard Group and experience as a contact person for DoorDash. In addition to his advisory work, he provides comprehensive financial planning and advice through MidAtlantic Retirement Planning Specialists. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Lauren Coalson is a financial advisor with Janney Montgomery Scott in Wilmington, DE, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Janney in 2026, she worked at Citizens Securities, Inc. for three years. Outside of her advisory roles, she has been involved with SoDel Concepts and Champs Downtown, reflecting a background that includes experience in other business ventures. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers and centralized client service capabilities.

Andrew Condon is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan and Barclays. He served in the Pennsylvania Army National Guard from 2021 to 2022. 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, and advisory programs through a combination of in-house and third-party management.

Willem Hotham is a financial advisor with Private Advisor Group, LLC and holds Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at LPL Financial LLC, Gardner Business Media, Gartner Inc., and High Point University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing technology platforms and a variety of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Christopher Nowell is a financial advisor at Mariner with 16 years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Prudential Insurance Company of America and Avantax Investment Services. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and is noted for its integration of tax and accounting services alongside traditional portfolio management.

Tyler Somodi is a financial advisor at TIAA-CREF with a Series 65 designation and one year of industry experience. His prior work includes roles at Litmus and Rocket Mortgage. 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 connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management using model portfolios or customized solutions and acts as adviser to a donor-advised fund.

Lisa Littles is a financial advisor at &Partners with Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as the executor for the estate of Lorraine Ragin. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary strategies. The firm employs a blend of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party model portfolios and strategies.

Gregg Holgate is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 28 years of industry experience. His prior firms include Lincoln Financial Advisors and VOYA Financial Advisors. He has also been involved with the Philadelphia Union Foundation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. The firm uses portfolio construction and oversight powered by Morningstar Investment Management and operates at scale with more than 300 advisors and over 200,000 clients.

Ivor Mills III is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, he owns rental properties. 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 prior TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

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.

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.

Brian Fee is a financial advisor at TD Private Client Wealth LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Citizens Securities, Inc., TD Ameritrade Investment Management, LLC, and SCOTTRADE, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm offers portfolio management, financial planning support, and custody services, combining strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Caitlin Ulmer Long is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. She has been with Janney since 2013, working there continuously through its various organizational phases. She serves on the board and programs committee of Northern Children Services, a Philadelphia-based nonprofit focused on child and family development. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $110 billion in client assets. The firm serves a diverse range of clients, providing brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

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 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.

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.

Daniel Gannon is a CFP® with 30 years of industry experience, currently affiliated with Commonwealth Financial Network and Union Street Financial LLC since 2010. He operates Mushroom Capital, LLC, an entity that owns and sublets office space at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.