Alexandra Freedman is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. She holds a Series 66 designation and has previous experience at Morgan Stanley Private Bank, N.A. In addition to her advisory work, Freedman serves in leadership roles with nonprofit organizations focused on the Jewish community, including as Board President of JNFuture Philadelphia and Vice Chair of the Jewish Federation of Greater Philadelphia’s NextGen group. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates as part of a larger network with over 400 advisors and offers both fiduciary discretionary and non-discretionary investment solutions tailored to client goals.

John Goodwin is a financial advisor with Principal Financial Services in Wilmington, DE, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, with prior roles at Mass Mutual Investors Services, MetLife Securities Inc., and Creative Financial Group. He provides comprehensive financial planning and insurance strategies through his affiliation with Andmore Wealth Partners. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.

Brianna Norvell is a Series 66 credentialed financial advisor with Janney Montgomery Scott, based in Greenville, DE. She has been with Janney Montgomery Scott since 2022 and previously held roles in the hospitality and wellness industries. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Edward Lettieri is a financial advisor at Mercer Global Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including American Century Investments, Hefren Tillotson, Fort Pitt Capital Group, Raymond James & Associates, and TriState Capital Bank. Lettieri serves as a board member of the Catholic Men's Fellowship of Pittsburgh, an organization focused on the development of Catholic faith among men. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

James Quinlan is a CFP®, ChFC®, and PFS™ with 34 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2022. His prior experience includes roles at Wipfli Financial Advisors, ValMark Securities, and CliftonLarsonAllen Wealth Advisors. Outside of his advisory role, Mr. Quinlan is also licensed as an independent insurance agent. Private Advisor Group serves a diverse client base that includes individuals, businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers.

James Ciarmella is a CFP® and ChFC® with 22 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds the Series 66 designation and is based in Glen Mills, PA. Outside of his advisory role, he serves as Treasurer for the Friends of Mackenzie Smith campaign in Malvern, PA. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques and integrated retirement plan services.

Michael Toner is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2017, following seven years at Merrill. 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

William Starnes IV is a CFP® professional with 24 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2022 and previously spent 20 years with Mallard Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts, implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Bryan Marvin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Media, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Equity Services since 2012. Outside of his advisory role, he is a licensed insurance agent selling life, health, disability, and long-term care insurance under the DBA Evolution Financial Group and serves as a board member of a local country club. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term and shorter-term investment strategies.

Ashlyn Smith is a financial advisor at MAI Capital Management, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Liberty Private Client, JP Morgan and Chase, The Vanguard Group, and Evolve IP. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of portfolio strategies supported by in-house managers and third-party advisers.

Aaron Bowling is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior experience includes roles at Morgan Stanley and Edward Jones. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients connected through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing management, and also acts as adviser to a donor-advised fund.

James Flaherty is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Scott Keehn is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account currently available as an invitation-only pilot for employees. The firm utilizes approved model strategies managed by PNC or third-party strategists and emphasizes algorithm-driven portfolio allocation and risk assessment.

Lauren Mc Grath is an advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. She has worked at Private Advisor Group since 2022 and has held roles with LPL Financial LLC and Financial Planning Associates, LLC since 2019. Prior to her financial services career, she worked at Lidl US for two years. Private Advisor Group serves a broad mix of clients including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, offering access to third-party asset managers and a proprietary separately managed account program.

George Marinelli is a financial advisor with Empower Advisory Group in Kennett Square, PA, holding Series 63 and 66 licenses and seven years of industry experience. His career includes roles at Empower Financial Services, KeyBank, Fisher Investments, Wells Fargo, and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and retail brokerage clients. Their services integrate proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within a framework closely tied to Empower’s recordkeeping and administrative platforms.

Jared Bazewicz is a financial advisor with Citizens Securities, Inc. in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Citizens Securities and affiliated entities since 2010. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating within a combined bank, broker-dealer, and insurance framework.

Christopher Fantano is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner in The Warren-Fantano Group. He specializes in retirement planning, investment management, family wealth strategies, legacy planning, and managing new wealth, among other client-focused areas. Drawing on his extensive experience with both traditional and alternative investments, Christopher works closely with families and business owners to create personalized financial strategies aimed at achieving their long-term goals. Christopher holds a bachelor's degree from the University of North Carolina at Charlotte and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes a client-centered approach informed by deep industry knowledge and a commitment to understanding each client's unique financial picture. Outside of his professional work, Christopher is involved in his local community through volunteer activities with organizations such as Little League and Pennsbury Athletic Association. He resides in Yardley, Pennsylvania, with his partner and their child, enjoying family activities, sports, travel, and engagement with his local parish.

Theodore Zak is a CFP® with 34 years of industry experience. He is currently with &PARTNERS and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He volunteers as a teacher for investment courses at the University of Delaware and Surgent Professional Education, and holds leadership and board roles with the Rotary Club of Longwood Foundation and the Andrew McDonough B+ Foundation. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, providing both investment advisory and brokerage services. The firm employs a combination of proprietary and third-party strategies and operates as both a registered investment adviser and broker-dealer with a range of fee structures and services.

Colin Cissne is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He previously worked at Janney Montgomery Scott before joining Private Advisor Group and LPL Financial in 2016. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Matthew Hagopian is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has five years of industry experience. He has worked at Equity Services since 2021 and concurrently with National Life Group since 2019. Outside of financial advising, he has worked part-time as a delivery driver for a local pizza business. 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 that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing a network of third-party asset managers and model portfolios.