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.

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.

Alexandra Azara is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and has held multiple roles at Mariner since 2022. Prior to her career in financial advising, she worked in various roles including at Cafe Gelato and the University of Delaware. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Eric Hill is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citizens Securities, Bank of America, Merrill, and David Lerner Associates. Hill is based in Philadelphia, PA. TIAA‑CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients linked to TIAA-administered employer retirement plans. The firm offers financial planning and discretionary managed account programs with a fiduciary standard applied to its RIA services.

Jacob Flood is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Ashley Development Corporation, J.G. Petrucci Company, Inc., and Lehigh University, among other organizations. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm combines proprietary research, strategic allocation models, and extensive affiliated resources to tailor investment solutions across various platforms and fee structures.

Lance Leimberg is a CFP® professional with 22 years of experience in the financial services industry. He has been with Integrated Wealth Concepts LLC since 2016 and previously worked at Lincoln Financial Advisors Corporation from 2011 to 2016. Leimberg holds a Series 66 designation and maintains a dual affiliation with LPL Financial. Integrated Wealth Concepts LLC 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, utilizing customized portfolios with a primarily long-term investment approach and a combination of internal management and third-party asset managers.

Steven Caruso is a financial advisor at Hornor, Townsend & Kent, LLC with 27 years of industry experience. He has been with Hornor, Townsend & Kent since 2012. Caruso holds Series 63 and Series 65 credentials. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

Matthew Rayner is a financial advisor at Janney Montgomery Scott and holds a Series 66 designation. He has one year of industry experience and has worked previously at The Vanguard Group and Drexel University. 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 a range of brokerage, financial planning, consulting, and advisory programs.

Peter Scilovati is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Hoover Financial Advisors, P.C. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Justin Josephs is a CFP® professional at Beacon Pointe Advisors, LLC with five years of industry experience. He has worked at several firms including The Vanguard Group and Hornor Townsend & Kent LLC prior to joining Beacon Pointe Advisors. In addition to his financial advisory role, he briefly worked in non-financial roles such as at Tuna Bar and Temple University Rome. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers across active and passive strategies and offers proprietary private funds alongside comprehensive performance reporting and analytics.

Robert Boswell is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and has 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equity Services Inc. and National Life Group since 2002. Outside of his advisory role, Boswell is involved as an insurance agent with Evolution Financial Group and a partner and insurance agent at Azenith Financial Group. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Davis Deringer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Ascend Wealth Management. Outside of finance, he has worked in retail and education sectors, including at Wegmans Food Markets and Rowan University. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Christopher Reed is a financial advisor with OSAIC Institutions, Inc. in Malvern, PA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Infinex Institutions, Mid Penn Bank, and Northwestern Mutual, among others. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, delivering customized financial planning, ERISA plan services, and access to alternative investments through platforms like CAIS. The firm’s advisory approach includes both discretionary and predominantly non-discretionary asset management, supported by a network of investment adviser representatives who utilize various analytical methods and third-party due diligence.

Stella Desantis is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Oppenheimer & Co since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Dina Hartnett is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. She holds the ChFC® designation and Series 63 license. Hartnett has also been involved with Barilotti Wealth Strategies & Insurance Solutions, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Erik Hanhauser is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2021. He previously worked at Janus Distributors LLC and Janus Management Holdings Corp from 2015 to 2021. Outside of his advisory role, he is the sole proprietor and owner of a Bitcoin mining business. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies to meet client objectives.

Michael Nolan is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Janney Montgomery Scott since 2011. Outside of his advisory role, he serves as a membership screener for Aronimink Golf Club in Newtown Square, PA. 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 charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Alexandra Donker is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2015. 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, estates, corporations, retirement plans, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and advisory programs.

Yu Tao is a financial advisor at Transamerica Financial Advisors with one year of industry experience. Prior to joining Transamerica, Yu worked at CICC US Securities Inc. for four years and has also been involved with Ambassadors For Christ, Inc. from 2016 to 2020. He holds Series 63 and Series 65 licenses. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advisory and broker-dealer services using proprietary and third-party model portfolios, with client relationships reviewed annually.