Reed Hoover is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2010. Prior to joining Janney, he worked for Urban Outfitters/Terrain from 2021 to 2022. 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 municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Barbara Turner is a financial advisor with Primerica Advisors based in Drexel Hill, PA, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Guardian Life Insurance Company, Citizens Securities, Inc., Janney Montgomery Scott, and AXA Advisors LLC. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers a range of proprietary and third-party investment programs and supports various account-level services such as lending solutions and donor-advised funds.

Jeffrey Pelesh is a financial advisor with Principal Financial Services in Springfield, PA, holding the PFS™ and Series 63 credentials and possessing 29 years of industry experience. He has been with Principal Securities since 2015 and has operated the CPA firm Gelman & Pelesh PC since 1991. He also served on the faculty at Villanova University from 1991 to 2020. Outside of his advisory role, he acts as an insurance agent offering fixed life, disability, long-term care, annuities, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Anas Shraim is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities, Merrill, Bank of America N.A., and a contract position with Alphastaff Group. 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, and institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Timothy De Carolis is a CFP® with five years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, Levy Wealth Management Group, and JP Morgan Chase and Co. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to 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 blends passive and active strategies, overseen by an internal Investment Committee.

Quinn Karpiak is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds a 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 diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Scott Schied is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Harry Carroll III is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 31 years of industry experience. He has worked with several firms including Massachusetts Mutual Life Insurance Company and New England Securities. Outside of his advisory role, Carroll serves as the head rowing coach at Moorestown High School. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning engagements and offers specialized programs such as event-driven planning and educational seminars.

Jacob Pruitt is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has prior work history with Charles Schwab & Co., Inc. and Randstad Risesmart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process combines fundamental research with quantitative and algorithmic methods, and it serves multiple registered investment companies and advisory platforms.

John Santoro is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and has been with UBS since 2006 in their Philadelphia office. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances.

Robert Hart is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at J.P. Morgan Securities since 2020 and previously spent four years at Sanford C. Bernstein & Co., LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Frederick Brodie is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 1999. Outside of his advisory role, he serves on the investment committee of The Savoy Company, a nonprofit theater organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and model portfolios.

Katarzyna Diamond is a financial advisor at LPL Financial with one year of industry experience and holds a Series 66 designation. She previously worked at Valic Financial Advisors, Inc. for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services utilizing both proprietary and third-party strategies across various platforms.

Raymond Trost is a CFP®-credentialed financial advisor with 25 years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at T3 Trading Group, LLC and Susquehanna Capital Group. Trost is also a co-owner of TMT Property Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory programs and investment solutions through a large nationwide network of advisors and branches.

Austin Hodgens is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at United States Liability Insurance, Lifetime Fitness, and Munich Re, as well as education at Saint Josephs University and teaching positions at Saint Josephs Preparatory School and Saint Katherine of Sienna School. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Cole Crimlish is an Investment Consultant at Fidelity Investments, where he works closely with clients to understand their unique goals and financial aspirations. He is dedicated to providing personalized support that helps clients feel confident and in control of their financial future. Prior to his current role, Cole served as a Financial Representative at Fidelity Investments from 2023 to 2025 and was an Associate at Victory Capital Management in 2023. Cole's professional experience spans various roles within the investment and financial services industry, allowing him to develop expertise in client relationship management and investment consulting. Outside of his professional endeavors, Cole enjoys activities such as cars, fishing, golf, music, pets, and snowboarding.

John Feeley is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He is a board member of the Ronald McDonald House of Southern New Jersey. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ramy Iskandar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at firms including JP Morgan Chase Bank, Santander Securities, and PNC Investments. Outside of his advisory role, Ramy volunteers with the Leukemia and Lymphoma Society, where he mentors students and supports the Student of the Year program, and he also owns an e-commerce dropshipping business. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence, including ESG considerations.

Jontue Long is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career in 2001, he has developed a client base that includes professional athletes, entrepreneurs, and senior-level corporate executives, providing specialized financial guidance tailored to their unique circumstances. Jontue’s experience includes founding his own firm and advising clients across more than 15 states. He focuses on areas such as executive compensation, family wealth management, retirement planning, portfolio management, business strategies, and socially responsible investing. His approach emphasizes disciplined, planning-based processes with frequent client engagement to align strategies with personal values and financial goals. Jontue holds a Bachelor’s degree from Bucknell University and an MBA from the Fuqua School of Business at Duke University. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Private Wealth Advisor®, and holds additional credentials including Personal Investment Advisor and Sports & Entertainment Accredited Wealth Management Advisor. His background includes firsthand knowledge of the financial challenges faced by professional athletes, having grown up with a close family member in the NBA, as well as entrepreneurial experience from running a business for ten years. This diverse expertise enables him to serve clients with tailored insights, particularly in managing wealth transitions and liquidity events. Residing in Narberth, Pennsylvania, Jontue spends time with his family and enjoys basketball and football. He also participates in community volunteer activities aligned with Merrill Lynch’s tradition of community involvement. Jontue encourages clients to consider him their primary resource for a wide range of financial decisions, supported by Merrill’s integrated wealth management, banking, and lending services.

Grey Mitchell is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group, Equitable Advisors, and Northwestern Mutual. Outside of his financial services career, he has experience in moving and storage services and operated a rental business for several years. Mass Mutual Investors Services is a subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual collaborative planning engagements.