Jeannie Willits is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She holds a Series 63 designation and has worked at Janney Montgomery Scott since 2019, following seven years at Wells Fargo Advisors LLC and five years at Wells Fargo Clearing. 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, corporate and retirement plans, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

John O'Connor is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Lincoln Investment, M1 Finance, and Hapi Corp prior to joining Janney Montgomery Scott in 2022. 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, offering brokerage, financial planning, consulting, and multiple advisory programs.

Alexander Frazier is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at multiple entities within the First Command organization since 2024. Outside of his advisory role, Frazier serves as a Military Intelligence NCO with the New Jersey Army National Guard and owns Warriors Edge Equity, a business focused on the development and sale of digital products such as technical indicators. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage portfolios.

Kevin Drobnes is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 23 years of industry experience. He has worked with National Life of Vermont and SD Associates, in addition to his current role at Equity Services. Outside of his advisory work, he is a licensed insurance agent involved in insurance sales and has interests in accounting and real estate through partnerships and shareholding roles. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, offers multiple advisory platforms, and uses a network of third-party asset managers and model portfolios.

Anthony Fornatale is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has 21 years of industry experience, including roles at Fidelity Brokerage Services, Raymond James Financial Services, and TD Ameritrade. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third-party sub-managers.

Adrienne Horen is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 designations. She has 38 years of industry experience and has been with Janney Montgomery Scott since 2002. Horen serves as a panelist on the NYSE Exchange Hearing Board for the Philadelphia region, adjudicating disciplinary charges and arbitration claims. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Robert Gershon is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Wells Fargo, JP Morgan Securities, and New York Life, among others. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing Envestnet’s platform and a range of unified managed account programs.

William Mastalski is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2009. He holds a Series 63 license and is based in Bryn Mawr, PA. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple wrap/advisory programs through a combination of in-house portfolio management and third-party managers.

Kyle Slane is a CFP® with six years of experience and is currently with Janney Montgomery Scott. He has been with the firm since 2019, following earlier roles at the University of Kentucky and Wellshire Farms. Outside of his advisory work, he coaches youth baseball teams in New Jersey and California. 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, offering brokerage services, financial planning, and multiple advisory programs.

Maxwell Folster is a Series 66 licensed advisor at Goldman Sachs Wealth Services with six years of industry experience. His prior work includes roles at The Ayco Company, L.P./Mercer Allied and Aldi US. He is based in Philadelphia, PA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Thomas Mooney is a CFP®-credentialed financial advisor at Creative Planning with 23 years of industry experience. He has worked at Creative Planning since 2017 and previously at TIAA-CREF from 2014 to 2017. Mooney serves as Secretary and on the Investment Committee for the Cerebral Palsy Association of Chester County, a nonprofit organization. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and foundations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by selective private market exposure and institutional services.

Emily Spych is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with Valic Financial Advisors since 2006 and also works as an agent with Agia, providing non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Derek Davidson is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eagle Strategies since 2015. Outside of his advisory work, Davidson serves on the board of The Institute For Behavior Change, an organization providing services for children with disabilities. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gideon Evans is a financial advisor at Janney Montgomery Scott with 44 years of industry experience, including 32 years at Janney. He holds Series 63 and Series 66 designations. Evans serves as a board member for the Religious Zionists of America, a nonprofit focused on strengthening ties between Israel and the American Jewish community. 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 clientele with brokerage, financial planning, and advisory services provided through a combination of in-house and third-party portfolio management.

Ian Giblin is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. Prior to joining PNC Investments in 2019, he worked at Stone Barn Floors, Merrill, and Bank of America. Outside of finance, he has been affiliated with The Capital Grille since 2015. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including a digital, discretionary model account available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists.

David Grahn is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds a Series 63 designation and has worked at Janney since 2021, following five years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. 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, and municipal clients, offering brokerage services, financial planning, and advisory programs through both in-house and external portfolio management.

James Beam Jr. is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at TD Bank N.A. dating back to 2015. Beam Jr. is based in Marlton, NJ. 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 employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by platforms such as Envestnet and Pershing.

Jeffrey Margolies is a financial advisor at Oppenheimer with 36 years of industry experience. He holds a Series 63 designation and previously worked at Boenning & Scattergood for 17 years before joining Oppenheimer in 2022. Outside of his advisory role, he is involved as a limited partner in a family investment partnership. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Padmalatha Teppala is a financial advisor at PNC Wealth Management with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Chase Bank and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and invests in approved model strategies via mutual funds and ETFs.

Daniel Loughlin is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63, 65, and 66 credentials and 15 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2018, and previously at Compass Securities Corporation and Havener Capital LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with about 366 advisors serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning and retirement consulting services through an open-architecture platform that integrates multiple external tools and solutions.