William O Rielly III is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Truist Investment Services, BB&T Securities, and SunTrust Advisory Services. He serves as an independent investment advisory board member for the Salvation Army’s Southern Territory, reviewing its global multi-asset class portfolios. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion across a diverse client base, including individuals, families, trusts, estates, corporations, retirement plans, and municipal entities. The firm offers financial planning, brokerage services, and multiple advisory programs, combining in-house portfolio management with third-party managers.

Emily Mulligan is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She has previously worked at Lane Hipple Wealth Management Group and Lane and Associates LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investment process and uses an open-architecture approach to asset allocation and manager due diligence.

Rebecca Thompson is a CFP® with six years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously held positions at Wescott Financial Advisory Group, LLC and RKT Solutions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Zach Cohen is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and Lincoln Financial Network. Cohen is based in Philadelphia, PA. PNC Wealth Management offers retail brokerage and advisory services, including a model-based Portfolio Solutions Strategist Digital Offering available as an invitation-only pilot for employees with PNC Bank online credentials. The firm utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists, employing mutual funds and ETFs with annual rebalancing.

Donna Ewing is a financial advisor at PNC Wealth Management in Cherry Hill, NJ, holding a Series 66 designation with 14 years of industry experience. She has been with PNC Investments LLC since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and third-party model management for investment implementation.

Christian Cappello is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes 10 years at The Vanguard Group and over 7 years with Janney Montgomery Scott. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Jessica Morrow is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citizens Securities and Citizens Bank since 2017. Outside of her advisory role, she is involved as a consultant for a skin care company and operates a pet sitting business for her daughter. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and insurance agency.

Aaron Byrd Leitner is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott and its affiliated entities 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, providing a range of brokerage, financial planning, consulting, and advisory services.

Charles Guittari is a financial advisor at TIAA-CREF with 9 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and First Republic Investment Management. TIAA-CREF Individual & Institutional Services 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 customized portfolio management and fiduciary services within a vertically integrated structure.

Mark Milewski is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Citizens Bank, CCO Investments, Santander Securities, and Agia, where he is also involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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.

Rachel Zhang is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2025 before joining Rockefeller in 2025. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments within a comprehensive wealth management platform.

Tyler Hamilton is a CFP® with 11 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2023. Prior to this, he spent nine years at The Stanley Laman Group. 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, offering brokerage services, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Robert Link is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a distinctive role as a qualified custodian and a mix of discretionary and non-discretionary asset management.

John Pinto is a financial advisor at PNC Wealth Management with 25 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Micah Wei is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and 22 years of industry experience. He previously worked at Advisor Group, Inc. for seven years and LPL Financial for four years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary advisory model.

Keith Keller is a CFP® professional with 14 years of industry experience, currently with Private Advisor Group, LLC since 2017. His prior experience includes roles at MCADAM LLC and Purshe Kaplan Sterling Investments. He operates through Private Advisor Group as an independent investment advisor. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Kimberly Crowley is a CFP® professional with eight years of industry experience, currently serving at Cerity Partners LLC since 2022. Prior to this, she worked for Permit Capital Advisors for eleven years. She is a trustee for a charitable remainder unit trust and holds managing member or authorized principal roles in multiple unregistered funds, maintaining profit interests in these entities. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving individuals, families, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Gianna Kennedy is a Series 66-credentialed advisor with Hornor, Townsend & Kent, LLC in Conshohocken, PA, where she has worked since 2004. She has 25 years of industry experience. Outside of her advisory role, she owns a business collecting, selling, and consigning vintage designer bags. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and oversight rather than discretionary trading.

Hayden Silverman is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked with Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Outside of finance, he has worked as a dog walker through Rover. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory and brokerage services. The firm provides investment advisory programs such as a digital advisory platform based on proprietary algorithms as well as commission-based brokerage and insurance services.

Anthony Coiro is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. 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 and a Managed Account program, while also operating as a broker-dealer and insurance agency.