Michael Vanaria is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Securities, Inc. and Merrill. His background includes roles outside of finance, notably multiple periods at Loyola University Maryland. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent adviser representatives with a range of portfolio management options and employs various analytical approaches while acting as a fiduciary under written agreements.

Matthew Fleming is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. Fleming is also an owner of a rental property in Philadelphia. 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. The firm offers a range of investment solutions including model portfolios and customized portfolios managed under client-approved investment policy statements.

Curt Forst is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and previously worked at Northrop Grumman for 13 years. Outside of his advisory role, he is employed as a mechanical engineer and project manager at Advent Design Corp, a robotics and automation firm. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular history serving educators and participants in 403(b) and 457(b) programs. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team and utilizes a layered delivery model combining advisor-led consulting and model portfolios.

John Engelbert is a financial advisor with Valic Financial Advisors holding a Series 66 designation and two years of industry experience. His prior work includes roles at Agia, Enterprise Mobility, and H&R Block. He is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Richard Walker is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at BB&T Securities, BB&T Investment Services, and Key Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

John Obrien Jr. is a financial advisor with Valic Financial Advisors based in Mt. Laurel, NJ. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Brinker Capital Securities, Inc. and Innovative Investment Fiduciaries. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Walter Dwyer is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1999. 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, corporations, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Joan Glenn is a financial advisor with Lincoln Investment who holds Series 63 and 65 credentials and has 26 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2008 and has been with Fisher Glenn & Company since 1992. Outside of her advisory role, she is an owner involved in the sale of life and long-term care insurance and also provides accounting and tax preparation services through Fisher Glenn, LLC. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that designs model portfolios and adaptive strategies.

Anthony Pettola Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been associated with Ameritas Advisory Services since 2021 and has extensive experience through roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and his own firm, AJ Pettola & Associates, which he has owned since 1990. Beyond advisory work, he is involved in independent insurance sales and business marketing related to discount health programs. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, and operates multiple program platforms with an emphasis on leveraging third-party technology and managing costs through share class conversions.

Raymond Ianni is a CFP® and ChFC® with 40 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has prior experience at Principal Securities Inc, Financial Advisors of Delaware Valley, Principal Life Insurance Company, and WFG Planned Benefits & Securities Inc. Outside of his advisory work, he serves on the board of St. Anthony's Education Fund and is a member of the finance committee for the Salesianum School endowment. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jonathan Susser is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has previously worked at Huntington Securities, Janney Montgomery Scott, Valley National Investments, Credit Agricole, Glenmede Investment Management, and Blackrock. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of advisory programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary account management.

Ethan Collins is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2014. The firm provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. Hightower's advisory approach emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Ashesh Shah is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. He has been with PNC Investments LLC since 2022 and has also worked at PNC Bank since 2000. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithmic risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Christine Curtiss is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at BNY Mellon Securities Corporation and BNY Mellon. Citigroup Global Markets serves a range of clients from workplace investors to ultra-high-net-worth individuals, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Dylan Zhou is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. He has previously worked at JPMorgan Chase Bank and TD Bank N.A. Outside of his advisory role, he assists with administrative tasks at Questa Technology Inc., an IT consulting and staffing services firm, on weekends. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management and access to a range of investment products through a combination of affiliated and third-party managers.

Eric Feder is a financial advisor with Hightower Advisors, holding a Series 65 license and 15 years of industry experience. He previously spent 14 years at Wealth Cmt before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Alan Jacobson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Truist Investment Services, Citizens Securities, Pruco Securities, The Prudential Insurance Company of America, Lincoln Financial Advisors, and Santander Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a blend of discretionary management and consulting supported by third-party platforms and AI-enabled research tools.

Christopher Lauver is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes positions at TIAA-CREF and Tiaa. Outside of his advisory role, he is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, using Envestnet-developed UMA models for portfolio construction and overlay management.

Neal Campagna is a financial advisor at Lincoln Investment with 15 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Equitable Advisors and AXA Advisors LLC. He operates under the DBA Karr Barth Associates, Private Client Group Advisors, providing an online resource for clients and partners. Lincoln Investment is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management services supported by an in-house Investment Management & Research team that creates model portfolios and employs third-party managers.

Joshua Oradat is a financial advisor at Lincoln Investment with a Series 66 designation and two years of industry experience. His prior work includes roles in retail and customer service, with recent responsibilities supporting client services in the financial sector. Outside of advising, he has worked as a sales associate in retail. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, with an investment approach supported by an in-house research team and a layered delivery model.