Tyler Weisgarber is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 65 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities. Outside of finance, he assists part-time in his family’s trucking and mulch sales business. 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 with brokerage services, financial planning, and advisory programs, utilizing a combination of in-house and third-party portfolio management.

Robert Geiger is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His prior roles include a long tenure at The Vanguard Group and positions at Kestra Advisory and Wealth Advisory Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online investment account available by invitation to employees with PNC Bank online credentials. The program uses algorithm-driven risk assessment and implements approved model strategies with mutual funds and ETFs, with portfolio management delegated to third-party strategists.

Dustin Willing is a financial advisor with Kestra Advisory, holding a Series 66 designation and five years of industry experience. He has worked at firms including The Vanguard Group and Wealth CMT before joining Kestra Advisory Services in 2023. Willing provides investment advice to participants of 401(k) plans as part of his role. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm provides a range of services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Ron Koren is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Aegis Wealth Management, Equitable Life Insurance Company, Equitable Advisors, Brokers International Financial Services, and US Healthy Retirement Choices. Outside of finance, he is involved in music selection services as a DJ. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-managed employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management through model or customized portfolios overseen by dedicated managers.

Jerrold Beck is a financial advisor at GWN Securities Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2005. In addition to his advisory role, he works as an insurance agent offering fixed annuities, life insurance, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including both traditional and legacy market-timing strategies.

Randall Renneisen is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Janney Montgomery Scott 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 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.

George Harris is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BNY Mellon Advisors, BNY Mellon Securities Corporation, Pershing LLC, Lockwood Advisors Inc., and Morgan Stanley. 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—and offers brokerage services, financial planning, consulting, and multiple advisory programs.

Joseph Waterloo is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott LLC. His prior roles include extensive work at The Vanguard Group, Inc. for 24 years, along with experience at several entities under the Thrive brand and as a self-employed advisor. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, and offers comprehensive brokerage, financial planning, and advisory services.

Giancarlo Guizado is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at LPL Financial LLC, Principal Life Insurance Company, New York Life, and various fitness-related businesses. He also works seasonally as a tax preparer for a tax preparation business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm employs proprietary software and third-party model portfolios for asset allocation and retirement planning, servicing over 200,000 clients with a focus on non-discretionary assets.

Candice Fleischood is a financial advisor with TIAA-CREF in Philadelphia, PA. She holds Series 63 and Series 65 licenses and has entered the industry recently, with prior roles at PNC Private Bank and Wells Fargo Private Bank totaling 12 years of experience. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized portfolio options under a fiduciary standard.

Zachary Taylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at BlackRock, Charles Schwab and Co., TD Ameritrade, Merrill Lynch, and Citizens Securities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active strategies, supported by an internal Investment Committee.

Brian Michaels is a CFP® with 15 years of experience in financial advisory. He is currently with Private Advisor Group, LLC and has also worked at LPL Financial LLC, McAdam LLC, Purshe Kaplan Sterling Investments, and VOYA Financial Advisors, Inc. Based in Philadelphia, PA, Michaels provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party platforms and strategies to meet client goals.

Michael Corr is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors, OSAIC, the Pennsylvania House of Representatives, and The Vanguard Group. 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, offering brokerage, financial planning, and advisory programs, and combines in-house portfolio management with third-party managers across multiple wrap programs and model portfolios.

Timothy Seeger is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has previously worked at UBS Financial Services and Wells Fargo Clearing. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Catherine Gormley is a financial advisor with MAI Capital Management, LLC and holds a Series 65 credential. She has worked in the financial services industry since 2021, including four years at UBS Financial Services prior to joining MAI. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies through both in-house and third-party management, alongside financial planning, tax, and trust administrative services.

Cassandra Mcnulty is a CFP® with 11 years of industry experience, currently advising clients at Creative Planning since 2022. Her prior experience includes roles at Wipfli Financial Advisors and Hewins Financial Advisors. Outside of financial advising, she has been a figure skating instructor for over 18 years. 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 and buy-and-hold strategies for long-term goals, while also offering access to private market investments and a range of retirement plan services.

Tina Seasock is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. She has 14 years of industry experience, including roles at LPL Financial since 2012 and as owner of Seasock's Commercial Services, a cleaning company, since 2002. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and provides clients with a range of investment strategies using proprietary platforms and third-party managers.

Edmund Chen is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott and its affiliates since 2018. Prior to his advisory career, he was employed by Comcast for two years. 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 charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Michael Mc Carron is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Grant Thornton. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services with integrated portfolio management and centralized client support.

Justin De Lisi is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Ironview Capital Management. 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 portfolio management, financial planning, and consulting services, operating both as an adviser and a registered broker-dealer with access to a comprehensive suite of investment and placement services.