Maxwell Folster is a Series 66 licensed advisor at Goldman Sachs Wealth Services with six years of industry experience. His prior work includes roles at The Ayco Company, L.P./Mercer Allied and Aldi US. He is based in Philadelphia, PA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Thomas Mooney is a CFP®-credentialed financial advisor at Creative Planning with 23 years of industry experience. He has worked at Creative Planning since 2017 and previously at TIAA-CREF from 2014 to 2017. Mooney serves as Secretary and on the Investment Committee for the Cerebral Palsy Association of Chester County, a nonprofit organization. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and foundations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by selective private market exposure and institutional services.

Emily Spych is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with Valic Financial Advisors since 2006 and also works as an agent with Agia, providing non-securities insurance products. 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, using Envestnet-developed UMA models to construct client portfolios.

Robert Daries is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2021. His prior experience includes roles at Bank of America and Merrill. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that incorporates strategic and tactical asset allocation, manager selection, and a variety of mutual fund, ETF, fixed-income, and equity strategies.

Gideon Evans is a financial advisor at Janney Montgomery Scott with 44 years of industry experience, including 32 years at Janney. He holds Series 63 and Series 66 designations. Evans serves as a board member for the Religious Zionists of America, a nonprofit focused on strengthening ties between Israel and the American Jewish community. 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 clientele with brokerage, financial planning, and advisory services provided through a combination of in-house and third-party portfolio management.

Christopher Masso is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Masso-Torrence Wealth Management Inc. and Commonwealth Financial Network. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

Christopher Lukas is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Lincoln Investment and has worked at firms including Capital Analysts, Mariner Wealth Advisors, and Lincoln Investment in earlier roles. Lukas is involved in community activities as a member of the Caddie Scholarship committee at Spring Lake Golf Club and serves as Treasurer for Manasquan Cares, Inc. 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 and investment management services, utilizing both strategic and dynamic investment approaches through a combination of in-house and third-party strategies.

Stephen Zales is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott and its affiliates since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering services such as brokerage, financial planning, and advisory programs that combine in-house portfolio management with third-party managers.

Ian Giblin is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. Prior to joining PNC Investments in 2019, he worked at Stone Barn Floors, Merrill, and Bank of America. Outside of finance, he has been affiliated with The Capital Grille since 2015. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including a digital, discretionary model account available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists.

Kevin McGonagle is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2011. Outside of his advisory role, he serves as managing partner at Redwood Financial Advisors, LLC, an insurance brokerage focused on insurance sales and services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of investment and brokerage capabilities supported by third-party asset manager partnerships.

David Grahn is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds a Series 63 designation and has worked at Janney since 2021, following five years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. 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 client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through both in-house and external portfolio management.

James Beam Jr. is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at TD Bank N.A. dating back to 2015. Beam Jr. is based in Marlton, NJ. 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 TDIS clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by platforms such as Envestnet and Pershing.

Daniel Loughlin is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63, 65, and 66 credentials and 15 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2018, and previously at Compass Securities Corporation and Havener Capital LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with about 366 advisors serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning and retirement consulting services through an open-architecture platform that integrates multiple external tools and solutions.

Douglas Gorecki is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including David Lerner Associates, Merrill, and Bank of America. Outside of his advisory role, he serves as executor and holds power of attorney for his mother. 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 uses a variety of portfolio strategies combining affiliated and third-party managers, supported by technology platforms and third-party custodians.

Matthew Stanton is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Christopher Deyoung is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past two decades. Outside of his advisory role, he serves on the Tax and Finance Board at Widener University Business School. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting various account types and lending solutions.

Melanie Schott is a financial advisor with Commonwealth Financial Network in Langhorne, PA, holding a Series 66 designation and seven years of industry experience. She has worked at CURO Wealth Management and Private Advisor Group, LLC, and previously spent twelve years at Conair Corporation. In addition to her advisory role, she is involved in fixed insurance sales as an agent. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with back-office support including operations, trading, technology, compliance, and practice management. The firm offers various investment program structures and discretionary model portfolios managed through a due-diligence process.

Jeffrey Scharf is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Janney in various capacities since 2006. 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, and institutions, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Alan Pollack is a financial advisor at Hornor, Townsend & Kent, LLC with 30 years of industry experience. He holds the PFS™ and Series 63 designations and has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent for 28 years. In addition to his advisory role, he operates a CPA practice providing accounting, tax planning, payroll processing, and consulting services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with a platform that includes third-party asset managers, tailoring investment strategies to client needs.

Paul Karsevar is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. He has been with Janney Montgomery Scott since 1999 and holds Series 63 and Series 65 licenses. 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 a range of brokerage, financial planning, and advisory services.