Matthew Panarese is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial, he worked at Rockefeller Capital Management and Wilmington Trust. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with broker-dealer capabilities, providing a range of investment and consulting services through a Private Advisor model and a consolidated investment platform.

Jeffrey Sharer is a CFP® with 15 years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. He has worked at various entities within Bankers Life since 2016. Outside of his financial advisory role, he serves as the President of the Dublin Borough Council. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities with periodic reviews and rebalancing.

Sidney Gosser is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1983 and holds a Series 63 designation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Zachary Walker is a financial advisor at Hightower Advisors with five years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Hightower in 2025, he worked for The Vanguard Group for four years and has experience in other professional roles including Randstad and BioTelemetry. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with an emphasis on portfolio construction and operational support.

Mark Strange is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at multiple firms including Empower Financial Services, Equitable Advisors, and McAdam Financial. His background also includes several years of public sector employment with the City of North Wildwood. 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 municipal clients, offering a broad range of advisory and brokerage services supported by centralized portfolio management and specialized custody and trustee capabilities.

Robert Gelsher is a CFP® with 30 years of industry experience and has been with Janney Montgomery Scott LLC since 1997. He serves as a trustee for the Jewish Federation of Greater Philadelphia. Janney Montgomery Scott is a large, dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele and offers a range of brokerage, financial planning, consulting, and advisory services.

Mark Jones is a financial advisor at Hornor, Townsend & Kent, LLC with 22 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at M Holdings Securities, Axa Advisors, and LPL Financial. Outside of advising, he is involved in insurance brokerage focusing on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, brokerage, and investment advice with third-party asset manager relationships and discretionary and non-discretionary account options.

Nicholas Zamparelli is a financial advisor at Sequoia Financial Group, L.L.C. with nine years of industry experience. He holds the CFA® designation and the Series 66 license. His prior experience includes roles at Zeke Capital Advisors, BlackRock Investment Management, and Merrill Lynch Investment Managers. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and custom solutions, using a range of investment vehicles overseen by an Investment Policy Committee.

Kevin Petrone is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2016 and previously worked at Equitable Advisors in 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm’s approach incorporates algorithm-driven portfolio recommendations and uses mutual funds and ETFs with annual rebalancing.

Elliott Footer is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Janney since 2009. Outside of his advisory role, he is involved in tax return preparation and serves as secretary of The Footer Family Foundation, a charitable organization that supports public charities. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in-house portfolio management with third-party managers across various wrap programs and model portfolios.

Jeffrey Bryant is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing eight years of industry experience. His prior career includes 16 years at S. Emerson Group, Inc. He serves as a secondary executor of a client’s will, an activity outside typical advisory duties. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Joseph Diorio is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Truist Investment Services, Suntrust Advisory Services, BB&T Securities, Wells Fargo Clearing, and other firms. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and a range of third-party platform partnerships.

Mary Mc Cullagh is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds the Series 66 designation and has worked exclusively at Janney Montgomery Scott 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, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

John Paul Bradley is a CFP® with 16 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held prior roles at Wells Fargo Bank, NA, Wells Fargo Clearing, and PNC Investments LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies, supported by educational content and specialized client programs.

Robin Morris is a Series 63-licensed financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott LLC since 1993. Outside of his advisory role, Morris is the owner of Specialty Electric Co., Inc. and serves as a volunteer treasurer for the Rockledge Volunteer Fire Company without compensation. 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 municipalities, offering brokerage, financial planning, consulting, and advisory programs.

Jessica Landreth is a financial advisor with Citizens Securities, Inc. and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including six years at CCO Investment Services Corp. Prior to her current role beginning in 2020, she worked with Citizens Securities. Outside of advising, she sells hand-made knitwear online under the name Garden to Ewe. 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 provides digital advisory portfolios managed with proprietary algorithms as well as traditional managed accounts.

Sean Bergin is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Morgan Stanley Private Bank, N.A. and Bergin & Co., LLC. Bergin is a partner in Ironview Equity Partners, a private equity fund of funds. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and consolidated investment platform, combining discretionary and non-discretionary solutions across asset classes.

Stephen Ryan is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 1994. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options supported by third-party asset manager relationships.

Michael Kelley is a financial advisor at Sequoia Financial Group, L.L.C. in Berwyn, PA, holding Series 65 and Series 66 registrations with eight years of industry experience. His prior roles include positions at Zeke Capital Advisors and Wells Fargo Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs both model and custom portfolio management strategies, utilizing a variety of investment vehicles and supported by fundamental, technical, and cyclical research.

Mark Juelis is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds a Series 63 designation and previously worked at Brandywine Global Investment Management and Franklin Distributors, LLC for 12 years. Outside of his advisory role, he is involved with Fair Gage, LLC, a family real estate business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and consulting services and operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services.