Marc Menickella is a Series 66-credentialed financial advisor with one year of industry experience. He currently works at Kestra Advisory and previously held roles at LPL Financial and Beacon Financial Services. His background also includes marketing and advisor assistant responsibilities in the financial services sector. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Jason Korff is a Series 66-registered advisor with PNC Wealth Management, where he has worked since 2004. He has 24 years of industry experience and is based in Berwyn, PA. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered on an invitation-only basis to employees. The firm uses algorithm-driven portfolio strategies managed by PNC or third-party strategists and executed via mutual funds and ETFs.

Nicole Kruman is a financial advisor at Janney Montgomery Scott with a Series 66 designation and three years of industry experience. She has worked at Janney Montgomery Scott since 2022 and previously spent 15 years at Bank of New York Mellon. 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, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Patricia Mcdonald is a Series 66-credentialed financial advisor at Janney Montgomery Scott with 15 years of industry experience. She has been with Janney Montgomery Scott and its predecessor entity since 2007. 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Connor Alcarese is a financial advisor at Janney Montgomery Scott with a Series 66 designation and no prior industry experience. He has been with Janney Montgomery Scott since 2022. Outside of his advisory role, he has experience working at Dewey Beer Co and has been involved in various roles during his education at James Madison University and Salesianum School. 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, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs through both in-house and third-party portfolio management.

Paul Lofurno is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds a Series 63 designation and has worked at Janney Montgomery Scott since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 12 years. 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 wide range of clients, including individuals, families, trusts, corporate sponsors, and municipalities, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

David Hallam is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. His prior roles include positions at Wipfli Financial Advisors and The Vanguard Group. Outside of finance, he works as a bartender at Kennett Brewing Company in Pennsylvania. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by an array of advisory and fiduciary services.

William Farrell Jr. is a financial advisor with Janney Montgomery Scott holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Janney Montgomery Scott LLC since 2010. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Corinne Vanderipe is a CFP® professional with three years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She previously worked at Zeke Capital and spent twelve years at Tiedemann Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and oversight from an Investment Policy Committee.

Anthony Juliano is a CFP®-certified financial advisor at &PARTNERS with seven years of industry experience. He previously worked at Wells Fargo Clearing Services, LLC for six years and BlackTree Healthcare Consulting for two years. Juliano is based in Wilmington, Delaware. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Alisa Garnek is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at Janney Montgomery Scott and has been associated with various Beacon Pointe entities since 2018. In addition to her advisory role, she is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, 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, employing both active and passive strategies across public and private assets.

William Craig Jr. is a CFP® professional with 3 years of experience, currently serving as a financial advisor at TIAA-CREF. His prior experience includes roles at TIAA since 2008 and Vanguard Advisers from 2000 to 2002. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary model with separate planning and management services and acts as adviser to a donor-advised fund sponsored by Charityvest.

Renee Barrett is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott for 13 years before joining D.A. Davidson in 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Yugang Sun is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has one year of industry experience. He has been with Transamerica Financial Advisors and Wfgia since 2024. Outside of his advisory role, he has been involved in teaching and research at Temple University since 2016. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services through a large advisor network.

Benyamin Levy is a financial advisor with TLG Advisors, Inc. in Radnor, PA. He holds Series 63, 65, and 66 licenses and has 14 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent LLC, and Merrill. He also had an entrepreneurial role with Levy's Financial Services and was involved with American Cyberspace. TLG Advisors serves a broad client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both personalized management and a direct-to-consumer digital program called Starlight Portfolios.

Christopher Siaplay is a financial advisor with Eagle Strategies (NY Life) in Bala Cynwyd, PA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Eagle Strategies since 2022 and affiliated with New York Life Insurance Company and Nylife Securities LLC since 2016. Siaplay serves as a board member of the Crescent Foundation, a nonprofit focused on supporting the community healthcare system. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm delivers tailored advice through various programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Gagnier is a CFA® charterholder and registered representative with 14 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2021. His prior experience includes roles at Van Eck Securities Corporation and ProShares LLC. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm provides a range of services, including brokerage, financial planning, and advisory programs, utilizing both in-house and third-party portfolio management.

Eric Ferguson is a CFP® with five years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at High Point Financial, LLC and Legacy Planning Partners. Outside of finance, he has experience working in the food service industry, including Carmine's Pizzeria and Domino's. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors. The firm provides a comprehensive platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients across the United States.

Amos Paul is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with TD Bank and its affiliates since 2014. 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 clients, offering portfolio management, financial planning support, and custody services through a combination of strategic asset allocation and investments from affiliated and third-party sub-managers.

Andrea Smith is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. She holds the CFP® and Series 66 designations. Her career has been exclusively with Janney Montgomery Scott and its affiliates since 2008. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a broad range of clients including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.