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 Series 66-credentialed financial advisor at Lincoln Investment with 13 years of industry experience. He has been with Lincoln Investment since 2012. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using advisor-managed and firm-managed models, and access to third-party managers, supported by an in-house 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 at Sanctuary Advisors, LLC with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Sanctuary Wealth in 2021, she worked at Bank of America and Merrill from 2016 to 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and financial planning, utilizing a variety of investment approaches and acting as a fiduciary when engaged under a written advisory agreement.

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 and has worked at firms including Ascend Analytics and Ball Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through integrated services linked to Empower’s recordkeeping and administrative platforms.

Stephen Cicali is a financial advisor with Prime Capital Financial, holding Series 63 and 65 licenses and 24 years of industry experience. His prior roles include positions at Financial Engines Advisors and The Mutual Fund Store. He is also a member of CHHSZ Holdings, LLC, the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through services including asset management, financial planning, and third-party manager selection. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary and a family office practice.

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 and BNY Mellon Advisors, Inc. Outside of his advisory role, he 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 Planning, LLC is a large enterprise firm serving a wide range of clients, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages adaptive investment strategies.

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.

Hannah Sodicoff is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, she worked at Merrill and has held roles outside finance, including positions at the Middle East Media Research Institute and Urban Outfitters. 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 broad client base including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

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 with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses. He has two years of industry experience, including his current role at Lincoln Investment since 2023. Outside of advising, he is engaged in selling fixed and indexed annuities through multiple carriers. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through advisor- and firm-managed models, and fiduciary services, supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios.

Matthew Mc Kenna is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has previously worked at Coconut Joes, Thorne, Pearl Street Market, and the University of South Carolina. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans.

Whitney Ehret is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Janney Montgomery Scott as an advisor, Whitney worked at Main Line Health and Temple University Health System. Whitney is also involved with the Philadelphia Cricket Club. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory programs.

Robert Quittner Jr. is a CFP® professional with 20 years of industry experience, currently serving at Brookstone Capital Management LLC since 2019. Prior to this, he worked for Lincoln Financial Advisors Corp from 2009 to 2019. Outside of his advisory role, he is co-owner and agent at Brooks-Quittner Employee Benefits & Planning Group, offering various insurance products including accident, health, disability, and traditional life insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through model portfolios and various managed account strategies.

Joseph Kavanagh is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following roles at Lincoln Financial Advisors and Lincoln Investment. Outside of his advisory work, he is a licensed real estate salesperson with Keller Williams, assisting mostly first-time homebuyers and sellers. 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 municipal clients, offering brokerage, financial planning, and advisory services through various portfolio management approaches.

Kurtis Lovell is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Merrill, 1919 Investment Counsel, and Wealth Enhancement Advisory Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a variety of managed advice programs and investment education services. The firm’s offerings emphasize asset allocation and retirement guidance, utilizing portfolio models and oversight provided by Morningstar Investment Management.

Nathan Abbe is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott and its affiliates since 2023, with previous experience at Vanguard and Rockwood Wealth Management. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, advisory, and financial planning services.