Mehnmah Reeves is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Key Investment Services, Reeves worked at Wells Fargo Clearing and Merrill. Outside of finance, Reeves serves as Director of Worship and Music Ministry at Calvary Church in Wyncote and provides counseling services to individuals and families through an affiliated ministry. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider platform and emphasizes non-discretionary model portfolios, with integration alongside KeyCorp affiliates providing additional financial services.

Kenneth Kovalik is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he provides management consulting services and serves in leadership roles with local nonprofit organizations and his church. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions tailored to client needs.

Mitchell Benedon is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Prior to his financial career, he was employed at Amazon.com and Global Furniture Group. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers various portfolio management options, financial planning, and retirement plan consulting, employing multiple analytical approaches and maintaining a fiduciary standard when advisory agreements are in place.

Sean Jago is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 credential and seven years of industry experience. Prior to joining Citizens Securities in 2023, he worked at Edward Jones for five years and was involved in the oil industry at Moab Oil for two years. 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’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Jeffrey Reichner is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and previously worked at Vanguard, Investors Capital Corp., and IGN Entertainment. Outside of financial advising, he owns and operates Beaker Life LLC, a digital marketing and web development company serving law firms. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

Deanda Wilson is a financial advisor at TIAA-CREF with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining TIAA-CREF in 2023, Wilson worked at Businessolver and Pitcairn Trust Company and has over a decade of experience at the US Department of Housing and Urban Development. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory approach distinguishes between point-in-time planning and ongoing portfolio management, employing model or customized portfolios under a fiduciary standard.

Joanna Craney is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Joanna has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. She serves as a board member for a preschool nonprofit organization, Caring Branches Early Care and Education Center. Hornor, Townsend & Kent provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm combines advisory services with broker-dealer capabilities and manages substantial assets under management through various third-party asset manager relationships.

John Heacock is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with Valic Financial Advisors since 2025. His prior roles include positions at Mass Mutual Investors Services, Merrill Lynch Wealth Management, Wealth Enhancement Group, and M Financial Group. He is also appointed as an agent for non-securities insurance products with AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts implemented via Envestnet’s platform and third-party UMA model managers.

Thomas Carrion is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TD Private Client Wealth LLC and TD Bank N.A. in 2025, he worked at Pruco Securities, LLC from 2006 to 2024. 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 offers portfolio management, financial planning support, and access to a variety of investment vehicles through a combination of strategic and tactical asset allocation using both affiliated and third-party managers.

Anthony Davaro is a financial advisor with Truist Advisory Services in Jenkintown, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes multiple roles at Truist Investment Services, Truist Bank, and Citizens Bank and its related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Dominika Fedejko is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and JPMorgan Chase & Co. Outside of advising, she is a landlord and owner of a rental property in Philadelphia. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Thomas Kinslow is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including long-term roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is also co-owner of Delian Capital, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Christopher Eble is a CFP® professional affiliated with Citizens Securities, Inc. in Conshohocken, PA, with 25 years of industry experience. His career includes roles at notable firms such as CITIGROUP, Wells Fargo Clearing, and Pruco Securities. Citizens Securities serves a diverse retail clientele, including individual and high-net-worth investors, providing both advisory and brokerage services. The firm offers a digital advisory program employing algorithm-driven ETF portfolios and a Managed Account program, alongside commission-based brokerage and insurance services.

Ciara Deane is a financial advisor at Truist Advisory Services with 28 years of industry experience. She holds Series 65 and Series 63 licenses and spent 19 years at Citigroup Global Markets before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled tools and inter-affiliate resources in its investment approach.

Scott Jordan is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior roles include positions at Fidelity and Transamerica Investors Securities Corp. Outside of his advisory work, he is an agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm employs discretionary unified managed accounts through Envestnet’s platform and offers portfolio management and financial planning services via a large network of advisors.

Ming Cheung is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience and holds a Series 66 designation. His career includes roles at Schwab Wealth Advisory, TD Ameritrade, Charles Schwab, Janney Montgomery Scott, Bank of America, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Mitchell Adler is a financial advisor at SPC with 41 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2005. Adler holds a Series 63 designation and is also involved in insurance sales through his own business, Mitchell Adler, LLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through over 460 investment adviser representatives managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary arrangements tailored to client needs.

Michael Frake is a financial advisor with Eagle Strategies (NY Life) based in Mt. Laurel, NJ. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2001. He has been with Eagle Strategies since 2012. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing primarily non-discretionary assets.

Timothy Ackerman is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he held roles at Leonard Financial Solutions and Leonard Wealth Solutions. His work background also includes positions in the hospitality industry at Rita's and Caffe Aldo Lamberti. AE Wealth Management serves a broad range of clients including individuals, corporations, trusts, and ERISA plan sponsors through fee-based portfolio management, financial planning, and retirement-plan consulting. The firm employs discretionary model portfolios and a variety of investment strategies, managing nearly $50 billion for over 127,000 clients.

John Walker III is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Wisdom Planning, LLC, Andrew Garrett Inc, Cordasco Financial Network, Inc., Cco Investment Services, and Citizens Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and tax-management strategies.