John Du Mond is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has previously worked at The Leaders Group, Inc., Questar Asset Management, Questar Capital Corporation, and TruChoice. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment approach uses a top-down strategic asset allocation framework combined with risk-based mutual fund portfolios and periodic rebalancing based on defined strategic events.

Domenic Hipple is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at LPL Financial and The Vanguard Group, Inc. Outside of his advisory work, he has been involved with the NFL Alumni Association. Wealth Enhancement Advisory Services provides financial planning and asset management to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Rose Domine is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 66 designation and has worked at Janney since 2017. Outside of her advisory role, she has held positions in the hospitality sector, including at DoubleTree by Hilton Cherry Hill Philadelphia. 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, and offers a range of brokerage, financial planning, and advisory services through a combination of in-house and third-party asset management.

Keith Jackson is a financial advisor with Transamerica Financial Advisors in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at LPL Financial LLC, Merrill Lynch, and World Financial Group. Outside of advisory work, he has been involved with Dale Properties and Asset Management for 15 years. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party investment models with both discretionary and non-discretionary program options.

Michael Stepanski is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Principal, he was affiliated with Principal Life Insurance Co. and Principal Financial Group. He also held a role supporting his father as a registered private staff member focused on comprehensive financial planning and wealth management. 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 overseas. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Daniel Pawlishyn is a financial advisor with Truist Advisory Services holding a Series 66 designation and three years of industry experience. Prior to joining Truist Advisory Services and Truist Investment Services in 2026, he worked five years at The Vanguard Group and also has experience with Curated and The Bucks Club. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches and utilizes third-party platforms and AI-enabled research tools to support its manager selection and investment oversight.

Thomas Lane III is a CFP® and ChFC® with 17 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has also led Lane & Associates, LLC dba Lane Hipple Wealth Management Group since 2015. In addition to his advisory work, Lane is a licensed insurance agent. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Andrew Shaw is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott in various capacities 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 individuals, families, corporate and retirement plan sponsors, and other entities through brokerage services, financial planning, and multiple advisory programs.

Jeannie Willits is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She holds a Series 63 designation and has worked at Janney Montgomery Scott since 2019, following seven years at Wells Fargo Advisors LLC and five years at Wells Fargo Clearing. 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, including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

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 and holds a Series 66 designation. He has 21 years of industry experience, including roles at Fidelity Brokerage Services, Raymond James Financial Services, and TD Ameritrade. 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 access to a range of investment products through a combination of 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. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes positions at Wells Fargo, JP Morgan Chase, and New York Life. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using Envestnet’s platform, operating at scale with over 1,200 advisors and approximately $29.2 billion in assets under management.

Peter Rembalsky is a financial advisor at Oppenheimer with 34 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Anderson & Strudwick, Incorporated for three years. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

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.

Robert Daries is a financial advisor at Oppenheimer with 32 years of industry experience. His prior positions include roles at Bank of America, Merrill, and UBS Financial Services. He holds Series 63 and Series 65 credentials. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

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.