Deanda Wilson is a financial advisor at TIAA-CREF with two years of industry experience. Prior to joining TIAA-CREF in 2023, Wilson worked at Businessolver and Pitcairn Trust Company and spent twelve years at the US Department of Housing and Urban Development. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Joanna Craney is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and 65. Craney has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. She serves as a board member for Caring Branches Early Care and Education Center, a nonprofit preschool organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

John Heacock is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with Valic Financial Advisors since 2025. His prior roles include positions at Mass Mutual Investors Services, Merrill Lynch Wealth Management, Wealth Enhancement Group, and M Financial Group. He is also appointed as an agent for non-securities insurance products with AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts implemented via Envestnet’s platform and third-party UMA model managers.

Thomas Carrion is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TD Private Client Wealth LLC and TD Bank N.A. in 2025, he worked at Pruco Securities, LLC from 2006 to 2024. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm offers portfolio management, financial planning support, and access to a variety of investment vehicles through a combination of strategic and tactical asset allocation using both affiliated and third-party managers.

Anthony Davaro is a financial advisor with Truist Advisory Services in Jenkintown, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes multiple roles at Truist Investment Services, Truist Bank, and Citizens Bank and its related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Dominika Fedejko is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and JPMorgan Chase & Co. Outside of advising, she is a landlord and owner of a rental property in 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Christopher Eble is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Citizens Securities, Inc., where he has worked since 2022. His previous roles include positions at Pruco Securities, LLC, The Prudential Insurance Company of America, CiTIGROUP, and Massachusetts Mutual Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory options ranging from a digital platform to managed accounts.

Ciara Deane is a financial advisor at Truist Advisory Services with 28 years of industry experience. Her career includes 19 years at Citigroup Global Markets before joining Truist in 2024. She holds Series 63 and Series 65 designations and is based in Philadelphia, PA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, leveraging third-party platforms and AI-enabled research tools to support its investment solutions.

Scott Jordan is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior roles include positions at Fidelity and Transamerica Investors Securities Corp. Outside of his advisory work, he is an agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm employs discretionary unified managed accounts through Envestnet’s platform and offers portfolio management and financial planning services via a large network of advisors.

Ming Cheung is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience and holds a Series 66 designation. His career includes roles at Schwab Wealth Advisory, TD Ameritrade, Charles Schwab, Janney Montgomery Scott, Bank of America, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Mitchell Adler is a financial advisor at SPC with 41 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2005. Adler holds a Series 63 designation and is also involved in insurance sales through his own business, Mitchell Adler, LLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through over 460 investment adviser representatives managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary arrangements tailored to client needs.

Michael Frake is a financial advisor with Eagle Strategies (NY Life) based in Mt. Laurel, NJ. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2001. He has been with Eagle Strategies since 2012. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing primarily non-discretionary assets.

Timothy Ackerman is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he held roles at Leonard Financial Solutions and Leonard Wealth Solutions. His work background also includes positions in the hospitality industry at Rita's and Caffe Aldo Lamberti. AE Wealth Management serves a broad range of clients including individuals, corporations, trusts, and ERISA plan sponsors through fee-based portfolio management, financial planning, and retirement-plan consulting. The firm employs discretionary model portfolios and a variety of investment strategies, managing nearly $50 billion for over 127,000 clients.

John Walker III is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Wisdom Planning, LLC, Andrew Garrett Inc, Cordasco Financial Network, Inc., Cco Investment Services, and Citizens Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and tax-management strategies.

Kevin Logan is a CFP® certificant with 21 years of industry experience, currently serving as a financial advisor at PNC Wealth Management in Radnor, PA. His prior roles include positions at Hartford Funds Management Company, Financial Engines Advisors, and HSBC Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that relies on algorithmic risk assessment and uses mutual funds and ETFs managed by PNC or third-party strategists.

David Nuddle is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2016. 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, corporate and retirement plan sponsors, and municipal clients, offering a variety of brokerage, financial planning, and advisory services.

Macallan Bibeau is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Prior to joining Rockefeller Financial, Macallan worked at Aesop's Neck Partners, LLC and England Securities, LLC. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Robert Cappelli is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Janney Montgomery Scott since 2021 and previously spent 12 years combined at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, delivering investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs.

Nicholas Hamner is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and three years of industry experience. He has worked at Brookstone since 2022 and also has experience with Franklin Retirement Solutions. Outside of his advisory role, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Paul Dersch is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and beginning his industry career in 2023. Prior to joining the financial sector, he was involved with South Jersey Wedding Pros and has maintained a long-term association with Our Lady of Guadalupe Parish Shrine. He is also a general partner in Drop Dead Sexy, a business active since 2004. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, utilizing various managed portfolio strategies that include both affiliated and third-party managers. The firm integrates technology platforms such as Envestnet and offers custody services through Pershing.