John O'Connor is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Lincoln Investment, M1 Finance, and Hapi Corp prior to joining Janney Montgomery Scott in 2022. 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, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Alexander Frazier is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at multiple entities within the First Command organization since 2024. Outside of his advisory role, Frazier serves as a Military Intelligence NCO with the New Jersey Army National Guard and owns Warriors Edge Equity, a business focused on the development and sale of digital products such as technical indicators. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage portfolios.

Anthony Fornatale is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and over 20 years of industry experience. His prior work includes roles at Clarfeld, Citizens Securities, Insight Securities, and Fidelity Brokerage Services. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Adrienne Horen is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 designations. She has 38 years of industry experience and has been with Janney Montgomery Scott since 2002. Horen serves as a panelist on the NYSE Exchange Hearing Board for the Philadelphia region, adjudicating disciplinary charges and arbitration claims. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Robert Gershon is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Wells Fargo, JP Morgan Securities, and New York Life, among others. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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, utilizing Envestnet’s platform and a range of unified managed account programs.

Maxwell Folster is a Series 66 licensed advisor at Goldman Sachs Wealth Services with six years of industry experience. His prior work includes roles at The Ayco Company, L.P./Mercer Allied and Aldi US. He is based in Philadelphia, PA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Thomas Mooney is a CFP®-credentialed financial advisor at Creative Planning with 23 years of industry experience. He has worked at Creative Planning since 2017 and previously at TIAA-CREF from 2014 to 2017. Mooney serves as Secretary and on the Investment Committee for the Cerebral Palsy Association of Chester County, a nonprofit organization. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and foundations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by selective private market exposure and institutional services.

Emily Spych is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with Valic Financial Advisors since 2006 and also works as an agent with Agia, providing non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Gideon Evans is a financial advisor at Janney Montgomery Scott with 44 years of industry experience, including 32 years at Janney. He holds Series 63 and Series 66 designations. Evans serves as a board member for the Religious Zionists of America, a nonprofit focused on strengthening ties between Israel and the American Jewish community. 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 clientele with brokerage, financial planning, and advisory services provided through a combination of in-house and third-party portfolio management.

Christopher Masso is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Masso-Torrence Wealth Management Inc. and Commonwealth Financial Network. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

David Grahn is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds a Series 63 designation and has worked at Janney since 2021, following five years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. 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 and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through both in-house and external portfolio management.

James Beam Jr. is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at TD Bank N.A. dating back to 2015. Beam Jr. is based in Marlton, NJ. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by platforms such as Envestnet and Pershing.

Daniel Loughlin is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63, 65, and 66 credentials and 15 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2018, and previously at Compass Securities Corporation and Havener Capital LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with about 366 advisors serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning and retirement consulting services through an open-architecture platform that integrates multiple external tools and solutions.

Douglas Gorecki is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including David Lerner Associates, Merrill, and Bank of America. Outside of his advisory role, he serves as executor and holds power of attorney for his mother. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a variety of portfolio strategies combining affiliated and third-party managers, supported by technology platforms and third-party custodians.

Matthew Stanton is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Beth Mcdowell is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has been with Commonwealth Financial Network since 2006. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Deyoung is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past two decades. Outside of his advisory role, he serves on the Tax and Finance Board at Widener University Business School. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting various account types and lending solutions.

Jeffrey Scharf is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Janney in various capacities 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 client base including individuals, families, trusts, estates, and institutions, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Alan Pollack is a financial advisor at Hornor, Townsend & Kent, LLC with 30 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 1998. In addition to his advisory role, Pollack operates a CPA and accounting services business specializing in tax planning, preparation, payroll processing, and consulting. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary management.

Jerard Gray is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Gwfs Equities, Inc., Prudential Investment Management Services LLC, Prudential Insurance Company of America, and T. Rowe Price. Outside of financial advising, he is involved in real estate sales with Keller Williams Legacy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain individual investors. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.