Renee Barrett is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott for 13 years before joining D.A. Davidson in 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Yugang Sun is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has one year of industry experience. He has been with Transamerica Financial Advisors and Wfgia since 2024. Outside of his advisory role, he has been involved in teaching and research at Temple University since 2016. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services through a large advisor network.

Benyamin Levy is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes roles at Prudential Insurance Company of America, Penn Mutual Life Insurance Company, and Hornor, Townsend, & Kent LLC. Outside of his advisory work, he has been involved with American Cyberspace. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring to build diversified portfolios, and offers both traditional investment advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Kelly Kramarck is a financial advisor with Principal Financial Services based in Wilmington, DE, holding CFP® and Series 63 designations and bringing 21 years of industry experience. He has been associated with Principal Securities INC since 2016 and has prior experience with Financial Advisors of Delaware Valley and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Siaplay is a financial advisor with Eagle Strategies (NY Life) in Bala Cynwyd, PA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Eagle Strategies since 2022 and affiliated with New York Life Insurance Company and Nylife Securities LLC since 2016. Siaplay serves as a board member of the Crescent Foundation, a nonprofit focused on supporting the community healthcare system. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm delivers tailored advice through various programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Gagnier is a CFA® charterholder and registered representative with 14 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2021. His prior experience includes roles at Van Eck Securities Corporation and ProShares LLC. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm provides a range of services, including brokerage, financial planning, and advisory programs, utilizing both in-house and third-party portfolio management.

Amos Paul is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has been with TD Private Client Wealth LLC and TD Bank N.A. since 2023, following nine years at TD Bank N.A. prior to that. 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 clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers through various managed portfolio offerings.

Andrea Smith is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. She holds the CFP® and Series 66 designations. Her career has been exclusively with Janney Montgomery Scott and its affiliates since 2008. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a broad range of clients including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.

James Rogers is a ChFC® credentialed financial advisor with 44 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 1988 and has worked with Penn Mutual Life Insurance since 1975. Outside of his advisory role, he owns an insurance brokerage engaged in insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, offering a combination of custody, execution, brokerage, and investment advisory services.

Tyler Weisgarber is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 65 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities. Outside of finance, he assists part-time in his family’s trucking and mulch sales business. 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 client base with brokerage services, financial planning, and advisory programs, utilizing a combination of in-house and third-party portfolio management.

Robert Geiger is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His prior roles include a long tenure at The Vanguard Group and positions at Kestra Advisory and Wealth Advisory Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online investment account available by invitation to employees with PNC Bank online credentials. The program uses algorithm-driven risk assessment and implements approved model strategies with mutual funds and ETFs, with portfolio management delegated to third-party strategists.

Ron Koren is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has previously worked at Aegis Wealth Management, Equitable Advisors, and Brokers International Financial Services. Outside of his advisory work, Ron is also involved as a DJ providing music selection services for events. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm uses a fiduciary advisory model that separates one-time planning services from ongoing portfolio management and operates within a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

Randall Renneisen is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Janney Montgomery Scott since 2013. 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 services, financial planning, consulting, and multiple advisory programs.

George Harris is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BNY Mellon Advisors, BNY Mellon Securities Corporation, Pershing LLC, Lockwood Advisors Inc., and Morgan Stanley. 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—and offers brokerage services, financial planning, consulting, and multiple advisory programs.

Joseph Waterloo is a CFP® with 28 years of industry experience, currently advising at Janney Montgomery Scott. His prior experience includes 24 years at The Vanguard Group and a period of self-employment. He has held roles at multiple firms, including Thrive Insurance Group and its related entities. 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 with brokerage, financial planning, consulting, and advisory programs, combining in-house and third-party portfolio management alongside custody and trustee services.

Giancarlo Guizado is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work history includes roles at LPL Financial LLC, New York Life, and Principal Life Insurance Company. Outside of finance, he works part-time as a seasonal tax preparer. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. The firm’s approach incorporates proprietary portfolio construction and oversight from Morningstar Investment Management, focusing mainly on asset allocation and retirement planning for a broad client base.

Nancy Carmean is a financial advisor with Janney Montgomery Scott in Wilmington, DE, holding a Series 63 designation and 29 years of industry experience. She has worked at Janney Montgomery Scott since 2017 and previously spent a decade with Morgan Stanley and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as vice president and owner of two family-related real estate businesses, where she assists with bookkeeping and bill paying on a limited basis. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Candice Fleischood is a financial advisor at TIAA-CREF with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at PNC Private Bank for five years and Wells Fargo Private Bank for seven years. 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 TIAA-administered employer retirement plan relationships. The firm distinguishes between point-in-time planning and ongoing discretionary management, offers fiduciary-standard RIA services, and acts as adviser to a donor-advised fund.

Zachary Taylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes roles at BlackRock, Charles Schwab, TD Ameritrade, Merrill Lynch, and Citizens Securities. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting. The firm utilizes a diversified, risk-class based investment process blending passive and active management, supported by an internal Investment Committee and various implementation tools.

Brian Michaels is a CFP® with 15 years of experience in financial advising. He is currently with Private Advisor Group, LLC and LPL Financial, having worked at McAdam LLC and Purshe Kaplan Sterling Investments prior to that. Michaels is based in Philadelphia, PA. Private Advisor Group serves a broad mix of clients, including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non‑discretionary portfolio management, financial planning, and retirement‑plan consulting. The firm provides access to third‑party asset managers, turnkey asset management platforms, and a WealthSuite separately managed account program, supporting a range of investment approaches and client needs through a network of investment adviser representatives.