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.

Michael Sharp is a financial advisor with Private Advisor Group, LLC in Mt. Laurel, NJ, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. He has been with Private Advisor Group and affiliated LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions, using a fiduciary advisory model that incorporates third-party managers and advanced technology platforms.

John Torrence is a financial advisor at Farther with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Masso Torrence Wealth Management Inc. and Commonwealth Financial Network. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs Modern Portfolio Theory in its investment approach, using proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, equities, fixed income, and independent managers.

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.

Garrett Mayhart is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, using discretionary unified managed accounts and technology-driven model solutions.

Keith Thibodeau is a financial advisor with First Command Advisory Services holding a Series 66 designation and eight years of industry experience. His background includes five years of service in the U.S. Army and continuous roles within the First Command organizations since 2018. Outside of his advisory work, he is the owner of Owl Family Finance LLC, an investment-related business. 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 provides financial planning and various wrap-fee asset management programs that utilize model portfolios and third-party managers chosen by a centralized Investment Management Team.

Warren Leeds IV is a financial advisor with Lincoln Investment in Marlton, NJ. He holds a Series 65 designation and has one year of industry experience. Prior to joining Lincoln Investment, he worked at Bayada and Tristate Financial Advisors. Leeds also supports financial professionals as a sales assistant at Natale & Harriett Wealth Management. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using model portfolios and third-party managers, and serves a significant number of educators and participants in 403(b) and 457(b) programs.

Tracy Schurter is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2006. 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 range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

John Haggerty is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 credential and formerly served 21 years in the United States Air Force. Haggerty is a house committee member of the American Legion Post 294, where he participates in building maintenance and member disciplinary activities. 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 provides financial planning and multiple wrap-fee asset management programs managed by centralized investment teams using prescreened third-party managers.

Scott Wood is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc., where he has worked since 2022. He has three years of industry experience and previously held roles at CNO Financial Group, Robert Half, and American Income Life Insurance Company. Outside of advising, he works as a TaskRabbit tasker, assisting with local labor tasks such as moving and furniture assembly. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and uses a combination of fundamental, technical, and cyclical analysis in its investment approach.

Myshaina Kehinde is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, E*TRADE, and The Vanguard Group. Outside of her advisory role, she serves as an event coordinator officer for The Intersection Social Club, organizing networking events in the Philadelphia area. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

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 Tiaa, Litmus, and Rocket Mortgage. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Thomas Frannicola is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His prior roles include positions at Financial Planning Associates, Inc., Liberty State Wealth Management, Inc., RF Consulting Group, LLC, and Equitable Advisors. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension/profit-sharing plans. The firm offers a range of services such as financial planning, portfolio management through multiple platforms, third-party asset manager programs, and retirement plan services, utilizing strategic asset allocation with both active and passive investment exposures.

Christopher Stief is a financial advisor at Steward Partners Investment Advisory, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Advisors and Wilmington Trust Company. Outside of finance, he is a silent owner of Paradise Cove Tanning, a retail service business. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Shea Harvey is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Prior to joining First Command in 2018, Harvey worked at BlackRock, Inc. and Blackrock Investments, LLC for a combined 22 years. 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 comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers.

Ryan Tickner is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Janney Montgomery Scott since 1999. 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, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Latoya Bagwell is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at notable firms including Morgan Stanley and Prudential Insurance Company of America. 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 offers a range of portfolio management, financial planning, and consulting services, operating also as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

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.

Brandon Weinberg is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has additional roles within Bankers Life And Casualty and Bankers Life Securities. Outside of his advisory work, Weinberg serves on the marketing advisory board at Rider University and volunteers as president of the Cherokee High School Lacrosse Booster Club. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios aligned with clients’ goals and risk tolerances.

Jonathan Parsons is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He previously worked at Merrill for nine years and Bofa Securities, Inc. for four years. Parsons holds Series 63 and Series 65 licenses. 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 utilizes a combination of strategic and tactical asset allocation through its TD Managed Portfolios and employs both affiliated and third-party sub-managers.