Jamil Jackson is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Caesar’s Entertainment, PNC Investments, PNC Bank, Wawa Inc., and Rowan University. Outside of his advisory role, he is a co-owner of Stories Untold Media, a non-investment-related business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third parties.

Jonathan Wilt is a CFP®-designated financial advisor with Lincoln Investment, bringing 41 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1985. Outside of his advisory role, Wilt serves as president of the board of directors for the Hiway Theater, a nonprofit organization, and is involved in local community activities including board membership for Renew Theatres and leadership roles in a country club's athletic committee. 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 a range of financial planning services, retirement plan advice, and advisory programs, utilizing a mix of strategic and tactical investment approaches overseen by its Investment Management & Research team.

David Chalmers is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with firms including Summit Brokerage Services and has been a public notary since 2017. He is also principal at Haddon Agency LLC and managing partner of Haddon Financial Solutions. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians, third-party managers, and platform programs to implement client strategies.

Michael Levanon is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott in various capacities since 2011. 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 broad 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 wrap/advisory programs.

Brandon May is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding the ChFC® and Series 66 designations with 16 years of industry experience. He has been with Citizens Securities since 2014. Outside of his advisory role, he serves as power of attorney for his parents. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, 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.

Lauren Thompson is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. She also operates Affordable Tax and Accounting Services LLC, a tax and accounting business based in Cherry Hill, NJ, where she works approximately 20 hours per week. 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, and retirement plan advisory services, employing customized portfolios with a long-term approach and utilizing both internal management and third-party asset managers.

Patrick Ehret is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2009. The firm manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. Janney provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs, and also offers custody and trustee services through its subsidiary trust company.

John Franchi is a CFP® professional with 28 years of industry experience, currently advising at Janney Montgomery Scott. He has worked at Janney Montgomery Scott since 2008. Outside of his advisory role, he serves as a board member for the Pitman Planning and Zoning Board. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through various wrap programs and portfolio management solutions.

Nicholas Leighton is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He has held positions at Finra and The Vanguard Group before joining Hornor, Townsend & Kent in 2019. He holds Series 63 and Series 66 designations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates with both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Nicholas Mondak is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously with National Life Group and at Calloway's Restaurant and Bar. Outside of his advisory role, he is involved as an assistant baseball coach with the New Jersey Marlins, supporting winter workouts and player development. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a blend of long-term strategies and options for shorter-term trading, utilizing a network of investment adviser representatives and third-party asset managers.

Michael Defillipo is a ChFC® credentialed financial advisor with 19 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2016 and also works with Penn Mutual Life Insurance Company. He serves on the board of the Philadelphia Estate Planning Council and the nonprofit Living Beyond Breast Cancer, contributing to their organizational guidance and communications. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing over $8 billion in discretionary assets and providing customizable investment strategies through third-party asset managers.

Knalidi Davies is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to entering the financial services sector, Davies worked in construction and manufacturing roles and has served in the New Jersey Air National Guard since 2008. 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 various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved managers and model portfolios.

Kristen Donato is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds Series 65 and Series 63 credentials and has worked previously at Morgan Stanley Smith Barney LLC and Ironview Capital Management LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Miguel Castaneda is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at The Leaders Group Inc, CORNERSTONE INVESTMENTS, Arrival Point Financial, CONCOURSE FINANCIAL GROUP, and TIAA-CREF. Outside of his advisory work, he provides life insurance policy solutions through Arrival Point Financial. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Eric Rhoads is a financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Distributors and State Farm. Outside of advising, he works part-time in retail stocking shelves at a grocery store. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets.

Caroline Bennett is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2018. Prior to her financial services career, she worked in the food service industry with roles at Jake's Seafood and The Pink Crab. TIAA-CREF Individual & Institutional Services, LLC specializes in financial planning and discretionary managed account programs for individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm operates within a vertically integrated model that includes advisory services, trust services, and donor-advised funds.

Karen Rossi is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has held roles at Hornor Townsend & Kent Inc since 2018 and has previous experience with Penn Mutual Life Insurance Company and Mass Mutual. Outside of her advisory work, Rossi serves as an elected officer on her local homeowners association board and has worked as a substitute for the Board of Elections in New Jersey. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and utilizes third-party asset managers in both discretionary and non-discretionary account structures.

Frank Midili is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Janney Montgomery Scott since 2016. 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, and advisory programs.

Beka Kervalishvili is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A., Merrill, and AT&T Inc. before joining Citizens Securities in 2025. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory platform and a Managed Account program.

Janet Riser is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. She has been with Janney Montgomery Scott since 2009 and holds Series 63 and Series 65 licenses. 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 broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.