Kevin Carr is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Wells Fargo and Citizens Securities. His current role at Truist began in 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and a comprehensive manager-selection program.

William Mills is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with PNC Investments LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to certain employees. The firm utilizes algorithmic risk assessments and delegates portfolio implementation and proxy voting to third parties.

Christian Gotzman is a Series 66-licensed financial advisor at Citizens Securities, Inc. with three years of industry experience. He previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of advisory work, he is a co-founder of Kellman LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory program and a Managed Account program and functions as a broker-dealer and insurance agency.

Malaika Hamid is a financial advisor at TIAA-CREF with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities LLC, The Vanguard Group, and Citizens Bank. 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 relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management under a fiduciary standard, utilizing model and customized portfolios.

Timothy Delia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Truist Investment Services and Bb&T Securities. Outside of his advisory work, he serves as an assistant football coach for freshman players at LaSalle High School. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and extensive inter-affiliate integration.

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 in Philadelphia, PA. He holds a Series 65 designation and has five years of industry experience. His prior work includes roles at Marcum Wealth LLC and Sei. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory AUM and employs a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.

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® and holds a Series 65 license, with six years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022, following prior roles at Permit Capital Advisors, LLC, Threshold Group, and other firms. Freed took a one-year break for extended travel between 2017 and 2018. Cerity Partners provides customized wealth management services to a national client base that includes individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs a tailored investment approach combining proprietary quantitative screening with external managers and securities, and it offers a range of services including portfolio management, financial planning, tax and retirement consulting, and access to 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.

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 with Janney Montgomery Scott in Media, PA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Logan Circle Partners/MetLife Investment Securities and MML Investors Services. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm provides brokerage services, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

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 with Empower Advisory Group in Deptford, NJ, holding Series 63, Series 65, and Series 66 licenses and with 14 years of industry experience. His prior work includes roles at GWFS Equities, Advised Assets Group, Park Avenue Securities, Guardian Life Insurance Company, Thrive Financial Services, Thrive Capital Management, Northern Lights Distributors, Hanlon Investment Management, and Ameriprise. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and client savings rates through integrated financial planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.