Steven Brettler is a financial advisor at Gladstone Wealth Partners with 25 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank before joining Gladstone and LPL Financial in 2020. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies and third-party solutions.

Robert Bap Wasko is a CFP® credentialed financial advisor with 12 years of industry experience. He has been with Wescott Financial Advisory Group LLC in Philadelphia, PA since 2016. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, providing wealth management, financial planning, trust services, and pension consulting. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies and emphasizes tax-sensitive portfolio construction.

Gary Droz is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at CW Advisors since 2023 and previously spent over a decade at MainLine Private Wealth, LLC and MainLine Securities LLC. Outside of advising, he is a licensed insurance producer and owns a small property management business. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets for individuals, families, trusts, and institutions. The firm employs a Core-and-Satellite investment approach integrating active, passive, and ESG strategies and offers services including wealth management, retirement plan advisory, family-office, and sub-advisory solutions.

Thomas Scorcia is a financial advisor at Saxony Capital Management, LLC with seven years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Saxony since 2021, previously gaining experience at Brookstone Capital Management and Florida Financial Advisors. Outside of his advisory role, he is involved in insurance sales, including fixed index annuities and term life products. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model and offers discretionary asset management, financial planning, and consulting, utilizing a range of investment methods and third-party managers.

Alexander Fernberger is a financial advisor at William Blair with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates for eight years before joining William Blair in 2024. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models, access to private funds, and co-investment opportunities.

Gilbert Crews is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. Based in Philadelphia, PA, his career includes over a decade at his current firm. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Robin Fine is a ChFC® credentialed financial advisor with 40 years of industry experience, affiliated with Hornor, Townsend & Kent, LLC since 1989. He also has a long-standing relationship with Penn Mutual Life Insurance Company beginning in 1987. In addition to his advisory role, Fine serves on the Board of Trustees and the Investment Committee of Reform Congregation Keneseth Israel. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, managing a multi-billion dollar portfolio through a combination of in-house oversight and third-party asset manager relationships.

Guglielmo Tullio is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Clarfeld, Citizens Securities, Inc., and Wells Fargo Clearing. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides tailored portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund, utilizing a vertically integrated approach with affiliated funds.

Patrick Mullen is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Cetera Investment Services, First National Bank of Pennsylvania, PNC Investments, Key Investment Services, and Santander Securities. 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 as well as brokerage and insurance services, including a digital advisory program that utilizes proprietary algorithms to recommend ETF-based portfolios.

Kasseim Everett is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2018, with prior experience at Bank of America and Merrill. Janney Montgomery Scott 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, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Bruce Lord Jr. is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank. He serves as an elected School Board Director for the Springfield School District in Pennsylvania. Janney Montgomery Scott 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 a range of brokerage, financial planning, and advisory services.

Gregory Larson is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 24 years of industry experience. His prior work includes roles at LPL Financial, Commonwealth Investment Management Group, Wells Fargo Clearing, and Valic Financial Advisors. Larson is involved in investment advisory services across multiple affiliated entities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a variety of investment strategies often implemented through third-party managers and technology platforms.

Bryan Quinn is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and specialized market roles.

Benjamin White is a financial advisor at J. W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network and AXA Advisors. Outside of his advisory role, he is involved in financial education through Benco Education, LLC. J. W. Cole Advisors serves individual, high-net-worth, and institutional clients through a large network of independent advisers, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm utilizes a combination of discretionary and non-discretionary account management with fundamental and technical analysis, model and manager-based strategies, and digital advice solutions.

Michael O'Kane is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining TD Private Client Wealth LLC and TD Bank N.A. in 2025, he worked at PRUCO Securities, LLC and Prudential Insurance Company of America from 2018 to 2025. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers to construct portfolios and provides financial planning support through a technology platform from Envestnet.

Ashley Mc Neely is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Ameriprise, Charles Schwab, Cetera Advisors LLC, and Thrivent Financial, among others. Outside of her advisory role, she manages an advisory business through Certainty of the Uncertainty, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and utilizes third-party asset manager relationships to provide both discretionary and non-discretionary account options.

David Jwanier is a financial advisor with Carson Wealth, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at firms including Cetera, Voya Financial Advisors, and Capital One Investing. Outside of his advisory role, he is a fractional owner of racehorses through The Stable.ca and Hold the Line Stable. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion across a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored solutions supported by a dedicated Investment Committee and integrated technology and custodial relationships.

James Bell is a CFP® with 27 years of industry experience, currently affiliated with Commonwealth Financial Network and Foundations Financial Partners since 2025. He previously worked at FSC Securities Corporation for 21 years and OSAIC for two years. Bell is the owner of Bell Planning Group, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and serves as a platform provider delivering operations, trading, technology, compliance, and practice-management support.

William Zittle V is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Trinity Wealth Securities, LLC, Florida Financial Advisors DBA Tristate Financial Advisors, and Enterprise Mobility. He has business experience outside finance, including a role at Wickleins Native Plants. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates both digital and managed account advisory platforms and is fully owned by Citizens Bank, N.A.

Leif Vanhala is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at First Command Brokerage Services, Fidelity Investments, SunPro, Sustainable Resource Center, and the Center for Energy and Environment. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.