Matthew Rayner is a financial advisor at Janney Montgomery Scott and holds a Series 66 designation. He has one year of industry experience and has worked previously at The Vanguard Group and Drexel University. Janney Montgomery Scott LLC is a 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 a range of brokerage, financial planning, consulting, and advisory programs.

Peter Scilovati is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Hoover Financial Advisors, P.C. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Justin Josephs is a CFP® professional at Beacon Pointe Advisors, LLC with five years of industry experience. He has worked at several firms including The Vanguard Group and Hornor Townsend & Kent LLC prior to joining Beacon Pointe Advisors. In addition to his financial advisory role, he briefly worked in non-financial roles such as at Tuna Bar and Temple University Rome. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers across active and passive strategies and offers proprietary private funds alongside comprehensive performance reporting and analytics.

Robert Boswell is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and has 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equity Services Inc. and National Life Group since 2002. Outside of his advisory role, Boswell is involved as an insurance agent with Evolution Financial Group and a partner and insurance agent at Azenith Financial Group. 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 strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Davis Deringer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Ascend Wealth Management. Outside of finance, he has worked in retail and education sectors, including at Wegmans Food Markets and Rowan University. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Christopher Reed is a financial advisor with OSAIC Institutions, Inc. based in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Infinex Institutions, Mid Penn Bank, CUSO Financial Services, and Northwestern Mutual, among others. OSAIC Institutions, Inc. serves individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Dina Hartnett is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. She holds the ChFC® designation and Series 63 license. Hartnett has also been involved with Barilotti Wealth Strategies & Insurance Solutions, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Nolan is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Janney Montgomery Scott since 2011. Outside of his advisory role, he serves as a membership screener for Aronimink Golf Club in Newtown Square, PA. 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 brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Alexandra Donker is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott 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 a wide range of clients, including individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and advisory programs.

Yu Tao is a financial advisor at Transamerica Financial Advisors with one year of industry experience. Prior to joining Transamerica, Yu worked at CICC US Securities Inc. for four years and has also been involved with Ambassadors For Christ, Inc. from 2016 to 2020. He holds Series 63 and Series 65 licenses. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advisory and broker-dealer services using proprietary and third-party model portfolios, with client relationships reviewed annually.

Jillease Hazzard is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill for 15 years. Hazzard is currently affiliated with Rock & Co LLC alongside her role at Rockefeller Financial. 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 combines discretionary and non-discretionary portfolio management with financial planning and consulting, operating uniquely as a registered broker-dealer that also offers placement and investment banking services.

Khalif Mink is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Vanguard Advisers, J.P. Morgan Securities, Fidelity Brokerage Services, and JPMorgan Chase Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients with pre-existing TIAA-administered retirement plan relationships. The firm also provides referrals to affiliated services and acts as investment adviser to the TIAA Donor Advised Fund.

Charles Lees is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has previous experience at Citizens Bank (Investor Bank Legacy), Valley Bank, and Movement Mortgage. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that utilizes proprietary algorithms for ETF-based portfolios.

Max Elfenbein is a financial advisor at Corient with four years of industry experience. He holds the Series 65 designation and has held prior roles at Radnor Financial Advisors and The Springhaven Club. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party manager solutions and customized asset allocation.

Norman Wilde III is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott and its predecessor firms since 1990. 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.

Michael Gonzalez is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Beacon Pointe Advisors, LLC in various roles since 2020 and previously held positions at SEI Investments Management Corporation. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base including individuals, corporations, and institutional investors. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private markets.

Ashaki Caquias is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Fidelity Investments and JP Morgan in various roles. Outside of finance, she owns Soyini Inc., a production company focused on producing, writing, and acting, and also operates Simply Blended Cupcakes, a home-based cupcake business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios managed via proprietary algorithms and a Managed Account program, operating as a broker-dealer and insurance agency.

Gwendolyn Saunders is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., where she has worked since 2024. Prior to joining Sanctuary, she spent 10 years at Morgan Stanley Smith Barney LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm delivers advice through a network of over 400 independent investment adviser representatives who develop their own strategies under firm supervision, offering portfolio management, financial planning, and retirement plan consulting services.

Roger Caceres is a financial advisor with Citizens Securities, Inc. and holds the Series 66 designation. He has two years of industry experience, including prior roles at Bank of America and Merrill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency.

Rosemary Sobrinski is a financial advisor at Citizens Securities, Inc. with four years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Before entering financial services, she held roles with the School District of Philadelphia and Rollins College. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.