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.

Christopher Masso is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Masso-Torrence Wealth Management Inc. and Commonwealth Financial Network. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

Stephen Zales is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott and its affiliates since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering services such as brokerage, financial planning, and advisory programs that combine in-house portfolio management with third-party managers.

Ian Giblin is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. Prior to joining PNC Investments in 2019, he worked at Stone Barn Floors, Merrill, and Bank of America. Outside of finance, he has been affiliated with The Capital Grille since 2015. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including a digital, discretionary model account available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists.

David Grahn is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds a Series 63 designation and has worked at Janney since 2021, following five years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. 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, and municipal clients, offering brokerage services, financial planning, and advisory programs through both in-house and external portfolio management.

James Beam Jr. is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at TD Bank N.A. dating back to 2015. Beam Jr. is based in Marlton, NJ. 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 TDIS clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by platforms such as Envestnet and Pershing.

Jeffrey Margolies is a financial advisor at Oppenheimer with 37 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2022, following 17 years at Boenning & Scattergood. Outside of his advisory role, he is involved in managing the investment of family assets through a limited partnership. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering diversified investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Daniel Loughlin is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to his tenure at Stratos starting in 2018, he worked at LPL Financial, Compass Securities Corporation, Havener Capital LLC, and WBI Investments, LLC. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach with discretionary and non-discretionary portfolio management, integrating multiple third-party platforms and offering specialized planning services through independent advisor representatives.

Douglas Gorecki is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including David Lerner Associates, Merrill, and Bank of America. Outside of his advisory role, he serves as executor and holds power of attorney for his mother. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a variety of portfolio strategies combining affiliated and third-party managers, supported by technology platforms and third-party custodians.

Matthew Stanton is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Beth Mcdowell is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has been with Commonwealth Financial Network since 2006. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Deyoung is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past two decades. Outside of his advisory role, he serves on the Tax and Finance Board at Widener University Business School. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting various account types and lending solutions.