Gregory Kempner is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Wealthcare Advisory Partners, LLC, LPL Financial, LLC, and Cantella & Co., Inc. He provides investment advisory services through his independent firm, Wealthcare Advisory Partners LLC. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives utilizing a variety of advisory programs and third-party asset managers.

Alyse Blumberg is a financial advisor with TLG Advisors, Inc. in Philadelphia, PA, holding a Series 63 designation and bringing 37 years of industry experience. She has been with The Leaders Group, Inc. since 2013 and has operated Blumberg Financial Services LLC since 1986, where she serves as president. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers a range of services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Kenneth Briscoe III is a financial advisor at Clearstead Advisory Solutions with one year of industry experience. He holds the Series 65 designation and previously worked at myCIO Wealth Partners, LLC and has a diverse background including roles at Sweat Fitness, the University of Delaware, and Tybout Redfearn & Pell. Clearstead serves affluent private clients and institutional clients, managing approximately $33.9 billion in assets across more than 4,300 client relationships. The firm applies institutional investment disciplines using a variety of strategies and offers specialized services including family office administration, institutional consulting, and proprietary investment platforms.

H. Kerr is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and with 45 years of industry experience. He has been with Janney Montgomery Scott since 1996. Kerr serves as the proposed Treasurer Officer on the Board of Directors for The Pathway School, a private school for special needs students in Norristown, PA, where he reports financial information to the board. 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.

Anthony Mario is a financial advisor at PNC Wealth Management in Cherry Hill, NJ, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Janney Montgomery Scott, TD Bank, Santander Bank, and Tower Financial Planning. Outside of advisory work, he was involved with Il Villiggio from 2014 to 2018. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investment strategies via approved model portfolios with annual rebalancing.

Nate Collette is a CFP® and holds a Series 66 license with 17 years of experience in financial advising. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Based in Philadelphia, PA, he is currently affiliated with Goldman Sachs Wealth Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored strategies supported by specialized teams and proprietary research within the broader Goldman Sachs ecosystem.

Aidan O Connor is a financial advisor at J. W. Cole Advisors, Inc. He holds the Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Benjamin & Company, LLC and Commonwealth Financial Network, along with several years in education before transitioning to financial services. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of strategies, including discretionary and non-discretionary account management, and integrates digital advice and multiple custodial platforms in client solutions.

Justin Smith is a financial advisor with Goldman Sachs Wealth Services in Philadelphia, holding a Series 66 designation. He joined Goldman Sachs in 2026 and previously worked at UBS Financial Services Inc. from 2025 to 2026. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and manager selections through specialized advisory teams and offers a range of services including Private Family Office, Executive Wealth programs, and access to Alternative Investments.

Steven Mueller is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment since 2012. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment management programs, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Terraine Johnson is a financial advisor with TD Private Client Wealth LLC in Philadelphia, PA, holding a Series 66 license and three years of industry experience. Prior to joining TD Private Client Wealth LLC, Johnson worked at TD Bank N.A., Bank of America, Merrill, Citizens Securities, Inc., and PNC 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, offering portfolio management, financial planning support, and custody services through a range of proprietary and third-party investment strategies.

Jennifer Fisher is a financial advisor with Sanctuary Advisors, LLC, holding a ChFC® designation and Series 66 license, with nine years of industry experience. She previously worked at Bank of America, N.A. and Merrill from 2016 to 2021 before joining Sanctuary Wealth in 2021. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent representatives and offers a range of discretionary and non-discretionary investment solutions, serving clients across various asset classes and plan types.

Kelly Connors Ferrante is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work experience includes roles at Ascend Analytics, Ball Corporation, Jefferson Health and Thomas Jefferson University, Market Resource Partners, and Helzberg Diamonds. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain individual retirement account holders and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Stephen Cicali is a financial advisor at Prime Capital Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prime Capital Investment Advisors, LLC since 2019, following prior roles at Financial Engines Advisors L.L.C. and TMFS Advisors, LLC. He is also involved with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, employing a range of investment strategies and custodial platforms.

Brian Trost is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Network Corporation for nine years. Outside of his advisory role, Trost serves as an adjutant for the Sons of American Legion - Henry H Houston 2nd Post 3, assisting with membership card processing and meeting minutes. 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 offers financial planning, retirement plan advice, and a range of advisory programs supported by both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Brian Monroe is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Capital One Advisors, LLC, Capital One Investing, LLC, and the University of Delaware. 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 and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Nicholas Pantle is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Farther and has previously worked at Purshe Kaplan Sterling Investments, Masso Torrence Wealth Management, Commonwealth Financial Network, and UBS Financial. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, using a Modern Portfolio Theory-based approach with algorithmic model portfolios and automatic rebalancing.

Andrew Lesser is a financial advisor with Eagle Strategies (NY Life) in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLife Securities LLC and New York Life Insurance Co. His background includes roles in education, including teaching positions and the publication of educational materials. Outside of his advisory work, Andrew is involved in educational content creation and has authored resources for music education through Oxford University Press. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan 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.

Gregory Lahoda is a financial advisor with TIAA-CREF based in Philadelphia, PA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm operates under a fiduciary standard for its registered investment adviser services and offers customized portfolio management alongside model portfolio options.

Michael Elnitski is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 registrations and seven years of industry experience. He has worked at GWFS Equities, Inc., Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Ascensus. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jordan Little is a financial advisor at Lincoln Investment with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes military service and roles in transportation and retail prior to joining Lincoln Investment. Outside of his advisory role, he is also an agent selling fixed and indexed annuities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a notable focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an internal Investment Management & Research team.