Gregory Kupiec is a financial advisor at Private Advisor Group, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2003, joining Private Advisor Group in 2017. In addition to his advisory role, Kupiec operates insurance agencies focused on fixed annuities, life insurance, and property/casualty insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines client goal assessment with manager selection and utilizes proprietary technology platforms alongside third-party managers and TAMPs.

Khalid Najadat is a financial advisor at TD Private Client Wealth LLC in Philadelphia, PA, holding Series 63 and Series 65 designations with three years of industry experience. His prior work includes roles at Bank of America and AFH Sotheby's International Realty. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation through portfolios managed by affiliated and third-party sub-managers.

Howard Siegal is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Media, PA, holding a Series 63 designation and 25 years of industry experience. He has been with Equity Services, Inc. since 2014 and also has professional experience with National Life of Vermont and Sd Associates P.C., CPAs. Outside of his advisory role, he is involved in various investment-related partnerships. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms that use third-party asset managers and model portfolios, combining long-term strategies with opportunities for shorter-term trading.

Christina Lee is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Lion Street Financial, SA Stone Wealth Management, Quest Capital Strategies, and Signator Investors. Outside of advising, she teaches economic classes as an adjunct instructor and owns an insurance brokerage and a real estate sales business. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and various advisory programs, delivering investment advice through advisor-managed accounts, model portfolios, and third-party sub-advisers across multiple platforms.

Emilee Mahon is a financial advisor with Janney Montgomery Scott in Philadelphia, holding a Series 66 designation and four years of industry experience. She has been with Janney Montgomery Scott since 2021. Outside of her advisory role, Mahon is involved in coaching field hockey and founded The Gretta Ehret Dream Crazy Foundation, which supports youth sports in the Philadelphia area. 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 broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, and offers a range of brokerage, financial planning, and advisory services.

Charles Crothers is a CFP® professional with 21 years of industry experience, currently with Commonwealth Financial Network since 2022. He previously worked for MML Investors Services and Mass Mutual Life Insurance Company from 2004 to 2022. In addition to his advisory role, he is involved in fixed insurance sales, dedicating part of his business hours to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a back-office and platform provider.

Sean Fogarty is a financial advisor at TD Private Client Wealth LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Wells Fargo and Prudential Insurance Company of America. In addition to his advisory role, he works as an independent contractor driver for a rideshare service. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and custody services through a combination of affiliated and third-party investment managers.

David Duncan is a financial advisor with Commonwealth Financial Network, holding the CFA® designation along with Series 63, 65, and 66 licenses. He has 25 years of industry experience and has been with Commonwealth since 2008, also maintaining a role at Independence Wealth Advisors since 2005. Outside of advisory services, he is involved in selling fixed insurance products under the name Independence Wealth Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, compliance, and practice-management resources.

Barbara Turner is a financial advisor with Primerica Advisors based in Drexel Hill, PA, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Guardian Life Insurance Company, Citizens Securities, Inc., Janney Montgomery Scott, and AXA Advisors LLC. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers a range of proprietary and third-party investment programs and supports various account-level services such as lending solutions and donor-advised funds.

Jeffrey Pelesh is a financial advisor with Principal Financial Services in Springfield, PA, holding the PFS™ and Series 63 credentials and possessing 29 years of industry experience. He has been with Principal Securities since 2015 and has operated the CPA firm Gelman & Pelesh PC since 1991. He also served on the faculty at Villanova University from 1991 to 2020. Outside of his advisory role, he acts as an insurance agent offering fixed life, disability, long-term care, annuities, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Anas Shraim is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities, Merrill, Bank of America N.A., and a contract position with Alphastaff Group. 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 institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Timothy De Carolis is a CFP® and Series 66 holder with four years of industry experience. He has worked at firms including LPL Financial, Levy Wealth Management Group, and JP Morgan Chase and Co before joining Wealth Enhancement Advisory Services, LLC. He is based in Philadelphia, PA. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Quinn Karpiak is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. 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, financial planning, consulting, and various advisory programs.

Amina Gilchrist is a financial advisor with Osaic and holds Series 65 and Series 66 licenses. She has 24 years of industry experience, including 22 years at Lincoln Financial Advisors prior to joining Osaic in 2025. She is also the sole owner of Omega Wealth Management LLC, through which she offers fixed insurance, long-term care, disability insurance, and annuity products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple advisory platforms, employing asset-allocation tools and third-party managers to construct diversified portfolios.

Scott Schied is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Jacob Pruitt is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has prior work history with Charles Schwab & Co., Inc. and Randstad Risesmart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process combines fundamental research with quantitative and algorithmic methods, and it serves multiple registered investment companies and advisory platforms.

John Santoro is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and has been with UBS since 2006 in their Philadelphia office. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances.

Robert Hart is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at J.P. Morgan Securities since 2020 and previously spent four years at Sanford C. Bernstein & Co., LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Brendan Mc Ginn is a financial advisor with Cambridge Investment Research Advisors in Malvern, PA, holding a Series 66 designation and one year of industry experience. His prior work includes four years at United States Liability Insurance and four years at the University of Scranton. He is a member of the Chester County Chamber of Business and Industry. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across various platform arrangements.

Giorgio Athans is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2021. Prior to that, he was employed by AIG Retirement Services and Valic Financial Advisors from 2014 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory services alongside affiliated brokerage, distribution, and investment management capabilities.