Rebecca Thompson is a CFP® with six years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously held positions at Wescott Financial Advisory Group, LLC and RKT Solutions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Rachel Montgomery is a Series 66-licensed financial advisor with Janney Montgomery Scott in Greenville, DE, and has two years of industry experience. Her prior work includes roles in the restaurant industry with Big Fish Restaurant Group, Taverna Rustic Italian, Grain Craft Bar & Kitchen, and Valle Cucina. 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, and charitable and municipal clients, offering brokerage services, financial planning, consulting, and a variety of wrap and advisory programs.

Zach Cohen is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and Lincoln Financial Network. Cohen is based in Philadelphia, PA. PNC Wealth Management offers retail brokerage and advisory services, including a model-based Portfolio Solutions Strategist Digital Offering available as an invitation-only pilot for employees with PNC Bank online credentials. The firm utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists, employing mutual funds and ETFs with annual rebalancing.

Jason Babiarz is a financial advisor with Commonwealth Financial Network in Chadds Ford, PA. He holds a Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at JPMorgan Chase & Co from 2012 to 2018. Outside of his advisory work, he is involved in tax preparation as a CPA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a comprehensive adviser-support platform including managed account programs, access to third-party asset managers, and custody services.

William Chambley is a CFP® professional with 25 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 2015. He also works with Penn Mutual Life Insurance Company and holds a Series 66 license. Outside of his advisory role, he is active as an insurance agent in a multi-line brokerage business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning, retirement consulting, and third-party asset manager relationships. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing billions in assets while offering discretionary and non-discretionary investment options.

Christian Cappello is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes 10 years at The Vanguard Group and over 7 years with Janney Montgomery Scott. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Aaron Byrd Leitner is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott and its affiliated entities since 2016. 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, providing a range of brokerage, financial planning, consulting, and advisory services.

Charles Guittari is a financial advisor at TIAA-CREF with 9 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and First Republic Investment Management. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers customized portfolio management and fiduciary services within a vertically integrated structure.

Benjamin Zajac is a financial advisor with Commonwealth Financial Network based in Exton, PA. He holds the CFP® designation and has 17 years of industry experience. Prior to joining Commonwealth in 2021, he worked at Lincoln Investment, Capital Analysts, and Simone Financial Services. Outside of his advisory work, he co-owns bobr, LLC, a business involved in athletic gear sales. 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 back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Stephen Pomposi is a financial advisor at Mariner with 10 years of industry experience. He holds Series 65 and Series 66 designations. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Ameriprise Financial Services, Inc. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing customized portfolios supported by both internal and third-party managers.

Donald Didonato is a financial advisor with PNC Wealth Management, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering for employees that uses approved model strategies managed by PNC or third parties and executed with mutual funds and ETFs.

Nicole Kruman is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation with two years of industry experience. She previously worked at Bank of New York Mellon for 15 years before 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 clientele including individuals, families, trusts, corporate and retirement plans, and offers a range of brokerage, financial planning, and advisory services.

Patricia Mcdonald is a Series 66-credentialed financial advisor at Janney Montgomery Scott with 15 years of industry experience. She has been with Janney Montgomery Scott and its predecessor entity since 2007. 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Connor Alcarese is a financial advisor at Janney Montgomery Scott with a Series 66 designation and no prior industry experience. He has been with Janney Montgomery Scott since 2022. Outside of his advisory role, he has experience working at Dewey Beer Co and has been involved in various roles during his education at James Madison University and Salesianum School. 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, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs through both in-house and third-party portfolio management.

Paul Lofurno is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds a Series 63 designation and has worked at Janney Montgomery Scott since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 12 years. Janney Montgomery Scott LLC is a 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 sponsors, and municipalities, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

David Hallam is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. His prior roles include positions at Wipfli Financial Advisors and The Vanguard Group. Outside of finance, he works as a bartender at Kennett Brewing Company in Pennsylvania. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by an array of advisory and fiduciary services.

William Farrell Jr. is a financial advisor with Janney Montgomery Scott holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Janney Montgomery Scott LLC since 2010. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Anthony Juliano is a CFP®-certified financial advisor at &PARTNERS with seven years of industry experience. He previously worked at Wells Fargo Clearing Services, LLC for six years and BlackTree Healthcare Consulting for two years. Juliano is based in Wilmington, Delaware. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Alisa Garnek is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at Janney Montgomery Scott and has been associated with various Beacon Pointe entities since 2018. In addition to her advisory role, she is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private assets.

William Craig Jr. is a CFP® professional with two years of industry experience, currently serving at TIAA-CREF since 2025. He has been with Tiaa in various capacities since 2008. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management through various managed account options, applying a fiduciary standard to its RIA services.