David Backal is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with United Planners since 2005 and is also a partner at Backal Pomerantz Wealth Management since 2014 and RBCHA since 2013. His professional activities include serving as a trustee for family trusts. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and uses a combination of custodians and third-party platforms, managing approximately $12.77 billion in assets, predominantly on a non-discretionary basis.

Graham Parsons is a financial advisor with Cerity Partners LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at UBS Financial Services for eight years and has experience at WePark. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screening in its investment approach, alongside offering affiliated pension consulting, insurance, venture, and private-market investment services.

Paul Koenig Jr. is a CFP® and ChFC® affiliated with Integrated Wealth Concepts LLC, bringing 19 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016 and previously with Lincoln Financial Advisors from 2011 to 2016. Outside of his advisory work, he has business activities related to non-variable insurance. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, constructing customized portfolios with a long-term approach supplemented by shorter-term trades as needed.

Michael Niroda Jr is a financial advisor with TD Private Client Wealth LLC based in Marlton, NJ. He holds Series 63 and Series 66 credentials and has 10 years of industry experience. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, and Citizens Bank. 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. The firm offers portfolio management, financial planning support, and custody services, employing a combination of affiliated and third-party sub-managers within its strategic and tactical asset allocation frameworks.

Jean Bloom is a Series 63 licensed financial advisor with 43 years of industry experience. She has been with Janney Montgomery Scott since 1989. 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 brokerage services, financial planning, consulting, and various advisory programs.

Victor Levy is a CFP® with 31 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. He previously led Levy Wealth Management Group, LLC for 12 years and spent over two decades at LPL Financial, LLC. In addition to his advisory work, he is the author of "The Kitchen Table Financial Plan" and serves as president of Leon L Levy & Associates, a firm that sells fixed insurance products. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Jonathon Leise Jr. is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2008. 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, charitable organizations, and municipalities, offering a range of brokerage, financial planning, consulting, and advisory programs.

Julie Maxwell is a Series 66-licensed financial advisor at Janney Montgomery Scott with 10 years of industry experience. She 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, corporate and retirement plans, and offers a range of brokerage, financial planning, and advisory services.

Anthony Stanziano Jr. is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at FIRST REPUBLIC Securities Company, LLC, Peapack-Gladstone Bank, and PGB Securities LLC. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory, brokerage, and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms as well as managed accounts, and operates as a broker-dealer and insurance agency.

Mark Duffy is a financial advisor at Janney Montgomery Scott with 41 years of industry experience and holds a Series 63 designation. He has been with Janney Montgomery Scott since 2009. Duffy serves as a board member of the Haddon Heights Shade Tree Commission, where he is involved in planning and caring for trees in Haddon Heights, NJ. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, consulting, and advisory programs.

Peter Hoffmann is a Series 63-registered financial advisor with 33 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has held prior roles at Marcum Wealth, LLC, Fourfront Advisors, LLC, and Commonwealth Financial Network. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Stephen Krajnak is a financial advisor with PNC Wealth Management based in Philadelphia, PA. He holds the Series 66 designation and has 19 years of industry experience, including over a decade with PNC Investments starting in 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees with PNC Bank online-banking credentials. The firm utilizes approved model strategies managed by PNC or third parties and focuses on mutual funds and ETFs with annual rebalancing.

Lingpeng Xiao is a CFP® and CFA® registered with Rockefeller Financial LLC, with four years of industry experience. Prior to joining Rockefeller, Xiao worked at UBS Financial Services Inc and Global Time Investment Inc. 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 portfolio management, financial planning, and broker-dealer services within an integrated Private Advisor model and a consolidated investment platform.

Brian Young is a financial advisor with Eagle Strategies (NY Life) in Mt Laurel, NJ, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2004. In addition to his advisory role, Young is active as an insurance broker, appointed with outside carriers for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated structure tied to New York Life.

Michael Germano IV is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Steward Partners Investment Advisory, LLC since 2017 and previously held roles at Citigroup Global Markets and Raymond James Financial Services. Germano serves as a board member for Accountable Equity, a hospitality business, and is an advisor on the RocketHub Advisory Committee. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, and managed account programs through both discretionary and non-discretionary portfolio management with a range of proprietary and third-party solutions.

Ryan Flurer is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 65 designation and previously worked at Cordasco Financial Network, Inc. from 2014 to 2021 before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory and offers a range of portfolios implemented through ETFs, index funds, separate account managers, and private fund platforms.

Dawei Yan is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He previously worked at Merrill for six years and has experience running a business providing international education consulting services. Yan also operates Creative Yan Studios, a photography and cinematography business specializing in wedding and portrait services outside of work hours. 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 both discretionary managed accounts and a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

John Vaughn is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 65 designations and nine years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. He has been with TIAA and TIAA-CREF since 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, applying a fiduciary standard within its advisory services.

Christopher Giampietro is a financial advisor with Hightower Advisors in Philadelphia, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He previously worked at The Vanguard Group, Inc. from 2014 to 2016 before joining HighTower Securities, LLC in 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Tiffany Hutchins is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked with TD Bank N.A. since 2012. 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. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.