Erin Clark is a financial advisor with Truist Advisory Services and holds a Series 66 designation. They have one year of industry experience, with prior roles at Truist Investment Services, Truist Bank Wealth, PNC Wealth Management, and Truist Bank spanning nearly two decades. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support investment research and manager selection.

Brian Grant is an investment advisor with Kestra Advisory, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including long-term roles at Kestra Investment Services and Equity Services, Inc. Outside of his advisory work, he serves as a part-time pastor and is involved as a church treasurer in local community organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jared Hassman is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and previously worked at JIH Limited Enterprises, MRC Recruitment, and CenExel HRI. Oppenheimer serves a wide range of clients including individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a flexible investment approach tailored by program and advisor, encompassing strategic and tactical asset allocation across multiple asset classes.

Colin Lessard is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. His career includes roles at Goldman Sachs and Stifel before joining Rockefeller Financial. He holds Series 65 and Series 63 licenses. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Kainen Kampe is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and three years of industry experience. He previously worked with Florida Financial Advisors DBA Tristate Financial Advisors and joined Empower Advisory Group in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Joseph Hayes is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Prudential Insurance Company of America, Prudential Investment Management Services LLC, KeyBank, and Edward Jones. 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 select retail brokerage clients. The firm’s integrated model combines proprietary and third-party planning methodologies focused on long-term portfolio returns, serving a large participant base with a higher client-to-advisor ratio than many peers.

Jacquelyn Gage is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has experience working at Prudential Financial from 2021 to 2024 before joining Mercer in 2024. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial, retirement, tax, and estate planning services.

Sara Wilson is a financial advisor with First Command Advisory Services in Mount Laurel, NJ. She holds Series 65 and Series 63 designations and has two years of industry experience. Prior to her advisory role, she worked at various First Command entities and operated a travel business called Discovering the Magic Travel for one year. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Paul Pacelli is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Merrill and The Investment Center, Inc. Outside of financial services, he has worked in pool services and fitness. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation only. The firm employs algorithm-driven risk assessments and utilizes third-party strategists for portfolio implementation, with a focus on mutual funds and ETFs.

Mary Tibolet is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 29 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 1993 and has also been affiliated with Joaquin C Lopez Inc and Barbara Muza since 2011. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs utilizing both proprietary and third-party investment strategies overseen by an Investment Management & Research team.

Christopher Borden is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2016. He also teaches as an adjunct professor at Temple University and holds a volunteer leadership role as Vice President of the Temple University Alumni Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, and institutional clients through a combination of brokerage, financial planning, and advisory services. The firm integrates in-house and third-party portfolio management and provides custody and trustee services through its subsidiary trust company.

Brian Pitell is a financial advisor with Lincoln Investment, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Capital Analysts, Cetera, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of his advisory work, he hosts a podcast focused on hunting and fishing and serves as chapter president of Safari Club International, a nonprofit board dedicated to hunting and conservation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services utilizing both in-house and third-party strategies overseen by an Investment Management & Research team employing strategic and tactical approaches.

Patrick Forst is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and both advisor-managed and firm-managed investment programs that incorporate strategic and tactical approaches supported by quantitative models and an Investment Management & Research team.

Susan Scandone is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for nine years before joining Janney Montgomery Scott in 2023. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Evan O'Leary is a financial advisor with Empower Advisory Group, holding a Series 66 designation and two years of industry experience. His prior work includes roles at US Capital Advisors and various positions outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within selected plan lineups.

Zachary Carr is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment, he spent time at Capital Analysts and has an educational background spanning from primary through college levels. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Jennifer Sangillo is a financial advisor at Janney Montgomery Scott with five years of industry experience. She holds Series 63 and Series 66 registrations and has been with Janney Montgomery Scott and its affiliates since 2000. 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, corporate clients, and municipal entities, offering a range of brokerage, financial planning, and advisory services.

Anthony Ferrandino is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Outside of his advisory role, Ferrandino serves as an advisory board member for nonprofit organizations focused on Batten disease research and support. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, and institutions by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a comprehensive platform.

Kevin Miller is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Valic Financial Advisors, GWFS Equities, and Citizens Securities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing Morningstar Investment Management’s proprietary software and model portfolios to guide asset allocation and retirement planning.

Mark Ulrich is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor model and access to alternative investments.