Timothy Delia is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple Truist-affiliated firms since 2016. Outside of his advisory work, he serves as an assistant football coach for the freshman team at LaSalle High School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plans, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary approaches.

Michael Cona is a financial advisor at Hightower Advisors with 24 years of industry experience. He has worked with Hightower Advisors and HighTower Securities since 2017 and previously held positions at Bank of America and Merrill. Outside of advising, he serves as a trustee for the Sturbridge Woods Swim Club, a community swim organization in New Jersey, where he helps oversee operations and fundraising. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Nicholas Saunders is a financial advisor at Centaurus Financial, Inc. with 47 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Centaurus Financial since 2018, with prior experience at Cetera and Summit Brokerage Services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a variety of investment approaches.

Serena Mao is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience and a Series 66 designation. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Boyds Philadelphia. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a range of portfolio management options, financial planning, and retirement consulting services, employing multiple analytical approaches and acting as a fiduciary when engaging clients under written advisory agreements.

Christopher Fusco is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 66 designation and is based in Philadelphia, PA. Fusco has been with Janney Montgomery Scott since 2014. 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, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Dylan Sheehan is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A. since 2022. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning support, and custody services through a technology platform.

John Saia Jr. is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He has been with Citizens Securities since 2011 and previously operated Johnny Cool Incorporated from 2004 to 2017. He holds Series 63 and Series 65 licenses. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency.

Christy Barilotti is a CFP® with 25 years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has operated her own firms, Barilotti Wealth Strategies LLC and Barilotti Wealth Strategies & Insurance Solutions, LLC, since 2008 and 2014 respectively, and has longstanding ties to New York Life Insurance Company and NYLIFE Securities LLC. Outside of her advisory work, she serves on the Campaign Executive Committee for Ursinus College, volunteers with a mentorship program at Liguori Academy, participates on the U-Imagine Center Advisory Council, and owns Freedom and Clarity, LLC, which holds a patent and license for a cell phone device. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides a range of financial planning and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of its assets on a non-discretionary basis within the integrated New York Life structure.

Benjamin Hoffmann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Marcum Wealth LLC and Sei. 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 approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Zhiqiang Liu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and concurrently at Wfg since 2001. Liu is involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary program choices, and a range of insurance and brokerage products.

Gregory Clemens is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Raymond James Financial Services, Questar Capital Corporation, Allianz Life, and PNC Investments. Outside of his advisory work, he is involved as a youth sports official and has worked as a ride-share driver. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Kathleen Freed is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. She previously worked at Permit Capital Advisors, LLC, Threshold Group, and took a year for extended travel. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with an emphasis on diversified asset allocation and access to alternative and private-market investments.

Peter Tappon is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, often utilizing model or customized portfolios under a fiduciary standard.

Andrew Tyson is a Series 66 licensed financial advisor at PNC Wealth Management with 17 years of industry experience. He has worked with PNC Investments since 2009. Outside of his advisory role, he co-owns a non-investment-related business with his spouse. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital investment program that uses algorithm-driven risk assessments and third-party-managed portfolios, currently available as an invitation-only pilot for PNC employees.

Virginia Harriett is a CFP® professional with 44 years of experience, currently serving at Lincoln Investment since 1983. She holds Series 63 and Series 65 licenses and is based in Marlton, NJ. Outside of her advisory role, she serves on a local professional board, presenting continuing education ethics programs, and chairs the administrative council at her church. 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 employs a combination of strategic and tactical investment approaches through both in-house and third-party strategies, offering discretionary and non-discretionary programs and managing approximately $22.9 billion in advisory assets.

Dolores Jordan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Janney Montgomery Scott since 1992. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Scott Spangenberg is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at MML Investors Services, MassMutual Life Insurance, and Logan Circle Partners/MetLife Investment Securities. 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 a range of brokerage, financial planning, and advisory services.

Gregory Field is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with GWN Securities since 2006. In addition to his advisory role, he works as an insurance producer with the Financial Independence Group, focusing on life insurance, long-term care insurance, and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts and financial planning through a large network of advisors, utilizing a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Joseph Yocavitch is a financial advisor at Integrity Alliance, LLC with 41 years of industry experience. He holds a Series 63 designation and has worked previously with Guardian Life Insurance Co. and Park Ave Securities. Outside of advising, he provides continuing education credits to CPAs and is an author of client-focused financial books. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a variety of portfolio management approaches and custodial platforms.

Jean Barberio is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 designations and has worked at firms including GWFS Equities Inc., Advised Assets Group, Park Avenue Securities, Guardian Life Insurance Company, and Hanlon Investment Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and client savings rates.