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.

Edward Braun is a CFP® with 19 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021. He previously worked with Purshe Kaplan Sterling Investments and Hoover Financial Advisors, PC from 2016 to 2021. Braun holds a Series 63 license and is based in Malvern, PA. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach integrating passive and active strategies, supported by an internal Investment Committee and a range of portfolio implementation services.

Kevin Dillon is a CFP® professional with 20 years of industry experience, currently with Mercer Global Advisors Inc. He has been with Mercer in various capacities since 2014. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory, financial, tax, retirement, estate planning, and family office services. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing diversified, risk-appropriate portfolios implemented through a blend of ETFs, index funds, separate accounts, and private funds.

Paul Bracaglia is a financial advisor at Clearstead with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for MyCIO Wealth Partners, LLC for 19 years. He is also associated with Brill Ventures, a separate business activity ongoing for over three decades. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax services, and family office administration. The firm employs an institutional investment process across a variety of account types and offers specialized capabilities, including a proprietary Direct Indexing strategy and pooled access to private managers.

Joseph Fine 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 Raymond James & Associates, Bofa Securities, Inc., Merrill, and Merrill Lynch Professional Clearing Corp. 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 organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Rose Hill is a financial advisor at &PARTNERS with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through discretionary and non-discretionary accounts, utilizing a mix of fundamental, technical, and quantitative analysis alongside model portfolios and both proprietary and third-party strategies.

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.

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.

Jared Mason is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and four years of industry experience. Prior to joining Sequoia Financial Group in 2026, he worked at LPL Financial and NEXT Financial Group, Inc., among other roles. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses both model and custom portfolio management strategies, incorporating a range of investment vehicles and research methods, with oversight from an Investment Policy Committee.

James Everlof is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Citizens Securities, Inc., WSFS Wealth Investments, and Haven Private Wealth. He also conducts fixed insurance sales as part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Kyle Summers is a financial advisor with Creative Planning in Collingswood, NJ. He holds the CFP® designation and Series 63 license and has eight years of industry experience. Prior to joining Creative Planning in 2021, he worked at Sullivan, Bruyette, Speros & Blayney, LLC. and The Vanguard Group, Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Zachary Vanhorn is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at DINKINC3 and Hometown Diner. Outside of his advisory role, he is involved as a sales representative for Kades-Margolis, focusing on the sale of fixed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses both asset allocation and tactical, momentum-based strategies in its portfolios.

John Battista is a CFP®-designated financial advisor at Janney Montgomery Scott with 51 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 11 years before joining Janney in 2023. 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, financial planning, consulting, and multiple advisory programs.

Andrew Lombard is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Janney Montgomery Scott since 1992. 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 plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Brian Nash is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at The Vanguard Group for six years and has additional experience with Wells Fargo Advisors and Charles Schwab & Co. Nash is based in Radnor, PA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes proprietary asset allocation models and Schwab’s internal research tools to deliver investment guidance tailored to clients’ goals and risk tolerance.

Brian Howles is a CFP®, CFA®, and Series 65-licensed advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC, joining in 2024 after 16 years at Flagship Capital Management and a brief tenure at GYL Financial Synergies. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Evan Allvord is a CFP® professional affiliated with Schwab Wealth Advisory with eight years of industry experience. He previously worked at The Vanguard Group and Wilmington Trust before joining Schwab Wealth Advisory and Charles Schwab & Co. in 2026. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to offer tailored, point-in-time wealth management guidance.

Christopher Clavin is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Janney in 2022, Clavin worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. He serves as treasurer for Metro Travel Consultants, a travel agency owned by his wife and her business partner, though his involvement is minimal and uncompensated. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plan sponsors, and other entities. The firm offers brokerage, financial planning, and advisory services using both in-house and third-party portfolio management across multiple programs.

Stephen Gephart is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equity Services since 2018. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services. Outside of his advisory work, he is involved in several insurance-related business activities and also participates in music publishing. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term investment strategies with options for short-term trading and specialized instruments, utilizing both discretionary and non-discretionary management.

John Yackel is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Trucendent and Envestnet Asset Management prior to joining Janney. He serves as a board member for Veterans Multi-Service Center, a nonprofit providing services to U.S. military veterans and their families. 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 a range of brokerage, financial planning, and advisory services, combining in-house portfolio management with third-party managers across multiple platforms.