Luke Mccormick is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He has held roles at TD Private Client Wealth LLC and TD Bank, N.A. since 2017 and previously worked at TD Ameritrade, Inc. from 2013 to 2017. He holds the Series 63 and Series 66 designations. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody and reporting through third-party custodians.

Sean Cook is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network since 2013. He is also the owner of Harvest Advisers LLC, a private operating company for securities and advisory services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services for individual and institutional clients.

Ryan Robinson is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Edward Jones. His career also includes roles at Clemson University and DePuy Synthes. 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 constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Jeffrey Sharer is a CFP® with 15 years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. He has worked at various entities within Bankers Life since 2016. Outside of his financial advisory role, he serves as the President of the Dublin Borough Council. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities with periodic reviews and rebalancing.

Sidney Gosser is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1983 and holds a Series 63 designation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Omar Khalifa is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and previously worked at Blackrock Investments, LLC for three years before joining Janney Montgomery Scott in 2017. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through various portfolio management programs.

Robert Gelsher is a CFP® with 30 years of industry experience and has been with Janney Montgomery Scott LLC since 1997. He serves as a trustee for the Jewish Federation of Greater Philadelphia. Janney Montgomery Scott is a large, dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele and offers a range of brokerage, financial planning, consulting, and advisory services.

Dennis Lusk is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Farmers Financial Solutions. He serves as Chairman of the Board for the Camden County Regional Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Thomas O'Neill Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Inc. and Morgan Stanley in both advisory and private banking roles. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering investment advisory, financial planning, and managed account programs through a variety of proprietary and third-party solutions.

Kevin Petrone is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2015, including a decade at PNC Investments and prior service at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model selection and investment execution by third parties. The firm’s approach features annual rebalancing and mutual fund and ETF investments within an employee-only pilot structure.

Joy Massimi is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at TIAA-CREF since 2017, following four years at The Vanguard Group. Outside of her advisory role, she is an owner of a vacation home used as a rental property. 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. The firm also offers referrals to affiliated services and acts as investment adviser to a donor-advised fund.

Allison Casey is a CFP® with 22 years of industry experience, currently advising clients at Janney Montgomery Scott since 2004. She holds Series 63 and Series 65 licenses and is based in Marlton, NJ. 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.

Walter Watson Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2013, following prior roles at Raymond James Financial and Wells Fargo Clearing. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a range of investment strategies, often implementing advice through third-party managers and technology platforms such as its proprietary WealthSuite.

Sheena Marston is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 credentials and has four years of industry experience. She has worked at Equity Services, Inc. since 2022 and with Nationallife Group since 2021. Outside of her advisory roles, she is a partner in a business providing parents with advice on college financing and works as a part-time fitness trainer. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms with a mix of long-term strategies and discretionary or non-discretionary third-party management, and incorporates broker-dealer activities alongside its advisory services.

Robin Morris is a financial advisor with Janney Montgomery Scott LLC, holding a Series 63 designation and over 31 years of industry experience. He has been with Janney Montgomery Scott since 1993. Outside of his advisory role, Morris is involved as the owner of Specialty Electric Co., Inc., and serves as treasurer for the Rockledge Volunteer Fire Company. 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 and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Raimondo Feudale is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Guttmann & Longo Group. Since beginning her career as an intern at Merrill in 2015, she has developed expertise in comprehensive wealth management, focusing on understanding clients' unique needs and objectives. Raimondo collaborates with her colleagues Monica, Kevin, and Laurie to deliver tailored financial strategies and combines Merrill’s investment insights with Bank of America’s banking services to support clients' financial lives. Raimondo’s areas of specialization include college education planning, divorce transition planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, and retirement income. She holds FINRA Series 7 and 66 registrations as well as the Personal Investment Advisor (PIA) designation. Raimondo earned her Bachelor's Degree in Finance and Economics from Loyola University Chicago. She is fluent in English and Lithuanian and resides in Willowbrook, Illinois. Outside of her professional role, Raimondo’s personal interests include basketball, boating, bowling, camping, cooking, gardening, spending time with her family, and practicing yoga.

Kenneth Bradshaw is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Hightower Advisors and has previously worked at Meyer Capital Group and BlackRock. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers alongside proprietary research and portfolio construction techniques.

Mark Juelis is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds a Series 63 designation and previously worked at Brandywine Global Investment Management and Franklin Distributors, LLC for 12 years. Outside of his advisory role, he is involved with Fair Gage, LLC, a family real estate business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and consulting services and operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services.

Matthew Conway is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation with three years of industry experience. He previously worked at Bryn Mawr Trust Co and was involved in Capt'n Chucky's Crab Cake Co. for five years. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, offering brokerage services, financial planning, and advisory programs to a wide range of clients including individuals, families, trusts, and institutional sponsors.

Christopher Franz Jr. is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding a Series 63 designation with 15 years of industry experience. His entire professional career has been with Janney Montgomery Scott and its affiliated entities 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 with brokerage services, financial planning, consulting, and multiple wrap/advisory programs, combining in-house and third-party portfolio management across various investment platforms.