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®-designated financial advisor with Janney Montgomery Scott, where he has worked since 1997. He has 30 years of industry experience and holds a Series 63 license. Gelsher serves as a trustee for the Jewish Federation of Greater Philadelphia. 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 range of clients including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

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.

Daniel Quinn is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at TD Ameritrade and Facet. Quinn has worked at TIAA-CREF since 2023. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model portfolios and customized portfolios, and acts as adviser to a donor-advised fund.

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.

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.

Moustapha Mamadou is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His previous roles include positions at Wells Fargo Bank, Wells Fargo Clearing, Pruco Securities LLC, Foresters Financial Services, and The Prudential Insurance Company of America. Outside of his advisory work, he is a founder and board member of Give Her A Chance, a nonprofit focused on supporting and providing education for girls. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of affiliated and third-party managers through a structured asset allocation process.

Cassandra Minervini is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 19 years of industry experience. She worked at Merrill from 2002 to 2020 before joining Rockefeller Financial in 2020. 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 financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement 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.

Pavan Wunnava is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at PNC Investments since 2017 and previously held roles at Bank of America and Merrill from 2010 to 2017. PNC Wealth Management offers retail brokerage and advisory services with several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to implement portfolios through approved strategies and third-party delegates.

Ta Tyana Williams is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She currently works at Lincoln Investment and previously held roles at The Vanguard Group, Northwestern Mutual, and William Paterson University. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a mix of in-house and third-party investment strategies using both strategic and dynamic approaches.

Thomas Segerstrom is a CFA® charterholder with six years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Marsh & McLennan and The Vanguard Group, Inc. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team approach with a centralized investment process focused on asset allocation and manager due diligence, and it provides specialized services for clients with complex needs.

Justin Stein is a CFP® and CFA® at Hightower Advisors with two years of experience at the firm and eight years previously at PNC Bank. He is based in Marlton, NJ. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Gregory Kempner is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Wealthcare Advisory Partners, LLC, LPL Financial, LLC, and Cantella & Co., Inc. He provides investment advisory services through his independent firm, Wealthcare Advisory Partners LLC. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives utilizing a variety of advisory programs and third-party asset managers.

Alyse Blumberg is a financial advisor with TLG Advisors, Inc. in Philadelphia, PA, holding a Series 63 designation and bringing 37 years of industry experience. She has been with The Leaders Group, Inc. since 2013 and has operated Blumberg Financial Services LLC since 1986, where she serves as president. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers a range of services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.