Daniel Holtz is a financial advisor at PNC Wealth Management with 19 years of industry experience. He has been with PNC Investments LLC since 2015 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. The firm uses algorithmic risk assessments to guide portfolio selection and delegates portfolio implementation to third parties.

Theresa Stevens is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney in various capacities since 1993. 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 diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Paul Staffaroni Jr. is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Commonwealth Financial Network and has previously worked at Foundations Financial Partners, Securian Financial Services, Inc., and Minnesota Life Insurance Co. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network supports a national network of nearly 3,000 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Albert Angelos is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program, supported by a range of analytical approaches and multiple custodians and strategists.

Matthew Yeisley is a financial advisor at Oppenheimer with two years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022. Outside of his advisory role, he works as a server at Outback Steakhouse. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with a variety of investment strategies tailored to client objectives.

Charles Lo Cicero is a financial advisor at Citizens Securities, Inc. in Mount Laurel, NJ, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, The Prudential Insurance Company of America, The Vanguard Group, and Tapfin/EY. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program that utilizes proprietary algorithms for ETF-based portfolios, in addition to a Managed Account program and commission-based brokerage services.

Norah Evans is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2018, with prior roles at Santander Securities and HSBC Bank USA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized investment strategies.

Mark Katelhon is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 28 years of industry experience. His work history includes roles at LPL Financial, Lincoln Financial Securities Corporation, and Securian Financial Services, among others. He is also the business owner of Nexus2Wealth LLC and involved with Frankford Insurance and Financial Services. 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 mix of strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers, emphasizing percentage-of-AUM wrap fees and a cross-border advisory model.

Samantha Mc Kee is a CFP® professional with Series 66 licensure and four years of industry experience. She currently works at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. Her previous experience includes roles at CURO Wealth Management and entrepreneurial ventures in the food service sector. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent advisers who employ a range of investment strategies and serves clients through discretionary and non-discretionary managed accounts, utilizing multiple custodial platforms and sub-advisers.

Paul Bracaglia is a financial advisor at Clearstead with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes 19 years at MyCIO Wealth Partners, LLC and over three decades at Brill Ventures. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that combines portfolio analytics, manager research, and strategic asset allocation across various investment vehicles and strategies.

Joseph Mylotte Jr. is a financial advisor at Citizens Securities, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lincoln Investment, MerCap Securities, MerCap Advisors, CUSO Financial Services, and Citadel Federal Credit Union. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory platform featuring ETF-based portfolios and a Managed Account program, and is 100% owned by Citizens Bank, N.A.

Thomas Malkoch is a CFP® professional with 33 years of experience in financial advisory and tax preparation. He is currently an investment advisory representative with CWM, LLC and also operates his own accounting firm, Kopensky LLP, where he provides accounting, auditing, and tax services. His background includes prior roles at Cetera, VOYA Financial Advisors, and ongoing involvement in independent insurance sales. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutions through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and a variety of retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Omar Tanane is a financial advisor at Citizens Securities, Inc. He holds Series 63 and Series 65 designations and has one year of industry experience. His prior work includes roles at The Bank of New York Mellon Corporation, County Savings Bank, and West Chester University of Pennsylvania. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program utilizing ETF-based portfolios managed through proprietary algorithms, alongside commission-based brokerage and non-discretionary business activities.

Brian Darling is a financial advisor with SPC, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including Parkland Securities, Citizens Securities, and Equitable Advisors. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice through various account programs and partnerships.

John Delvecchio is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over 35 years at Commonwealth Equity Services, Inc. He is also involved in insurance sales and co-owns Benefit Planning Services, Inc., a private entity related to securities and advisory business. 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 operational support, including discretionary model portfolios and customized investment solutions.

Joseph Deluca is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and over 32 years of industry experience. He previously worked at MetLife Securities, MetLife Insurance Company, and Metropolitan Life Insurance Company from 1994 to 2016 before joining Hornor, Townsend & Kent and Penn Mutual Life Insurance Co. in 2016. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Jessica Manard is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including PNC Investments and Citizens Securities INC prior to her tenure at TIAA-CREF, which began in 2017. Outside of her advisory role, she co-produces a podcast focused on true crime, supernatural subjects, and local South Jersey topics as a personal hobby. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Edward Hogan III is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with Parkland Securities since 2014 and with MassMutual Life Insurance Company since 2007. Hogan also operates a fee-based planning business affiliated with SPC and is involved in selling various lines of insurance through multiple companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, employing both discretionary and nondiscretionary strategies tailored to client needs.

Kwesi Kittoe is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds a Series 66 designation. Prior to joining Janney in 2022, he worked at Merrill for one year and has experience at Rutgers University and Dots Ventures. 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, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Theresa Wiedmann is a Certified Financial Planner® with 44 years of experience at Lincoln Investment Planning, Inc., where she has worked since 1982. She is based in Fort Washington, PA, and holds a Series 63 license. 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 investment programs using both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets.