David Webb is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1993. Webb holds Series 63 and Series 65 licenses. 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, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Orit Sapir Alon is a financial advisor at Equity Services, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Bank of America, and Merrill. Outside of her advisory work, she is a joint owner of an online business selling beauty products imported from Israel. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

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.

Omar Khalifa is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and previously worked at Blackrock Investments, LLC for three years before joining Janney Montgomery Scott in 2017. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through various portfolio management programs.

Dennis Lusk is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Farmers Financial Solutions. He serves as Chairman of the Board for the Camden County Regional Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Thomas O'Neill Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Inc. and Morgan Stanley in both advisory and private banking roles. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering investment advisory, financial planning, and managed account programs through a variety of proprietary and third-party solutions.

Ralph Richetti Jr. is a financial advisor at PlanMember Securities Corporation with 20 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Hartford Funds Distributors LLC for 12 years. Outside of his advisory role, he owns and operates a consulting company involved in the purchase and resale of Philadelphia 76ers basketball season tickets. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support through seminars, personalized planning, and participant services.

Glenn Wiener is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes over a decade with Prudential Investment Management Services and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Katherine Ettingoff is a financial advisor at J. W. Cole Advisors, Inc. in Wayne, PA, with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2019. J. W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions, utilizing a combination of discretionary and non-discretionary management strategies along with both fundamental and technical analysis.

Steven Hacker is a financial advisor at Equity Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and TFS Securities. Outside of his advisory role, he is president of Qualified Plan Consultants, a third-party administration and ERISA consulting firm, and operates as a licensed insurance agent under the DBA Evolution Financial Group. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that incorporate both long-term strategies and options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Guojun Zhu is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials. Zhu has been with Transamerica since 2025 and has additional experience as a franchisee of WIZE LLC, which offers K-12 extracurricular classes in computer and robotics. Zhu is also involved with Hope Chinese School VA Inc, a nonprofit providing Sunday school services to the Chinese immigrant community. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers its services through a large advisor network using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE, TFA365 Advisory Program, and Transamerica ALPHA.

Joy Massimi is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at TIAA-CREF since 2017, following four years at The Vanguard Group. Outside of her advisory role, she is an owner of a vacation home used as a rental property. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also offers referrals to affiliated services and acts as investment adviser to a donor-advised fund.

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.

Allison Casey is a CFP® with 22 years of industry experience, currently advising clients at Janney Montgomery Scott since 2004. She holds Series 63 and Series 65 licenses and is based in Marlton, NJ. 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 a range of brokerage, financial planning, and advisory services.

Walter Watson Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2013, following prior roles at Raymond James Financial and Wells Fargo Clearing. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a range of investment strategies, often implementing advice through third-party managers and technology platforms such as its proprietary WealthSuite.

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.

Raimondo Feudale is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Guttmann & Longo Group. Since beginning her career as an intern at Merrill in 2015, she has developed expertise in comprehensive wealth management, focusing on understanding clients' unique needs and objectives. Raimondo collaborates with her colleagues Monica, Kevin, and Laurie to deliver tailored financial strategies and combines Merrill’s investment insights with Bank of America’s banking services to support clients' financial lives. Raimondo’s areas of specialization include college education planning, divorce transition planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, and retirement income. She holds FINRA Series 7 and 66 registrations as well as the Personal Investment Advisor (PIA) designation. Raimondo earned her Bachelor's Degree in Finance and Economics from Loyola University Chicago. She is fluent in English and Lithuanian and resides in Willowbrook, Illinois. Outside of her professional role, Raimondo’s personal interests include basketball, boating, bowling, camping, cooking, gardening, spending time with her family, and practicing yoga.

Kenneth Bradshaw is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Hightower Advisors and has previously worked at Meyer Capital Group and BlackRock. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers alongside proprietary research and portfolio construction techniques.

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.

Rebecca Iacopelli is a CFP® and CFA® with eight years of industry experience. She is currently an advisor at Mercer Global Advisors Inc. and has previously worked at Wescott Financial Advisory Group, H&H Retirement Design and Management, and several other firms. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory and financial planning services. The firm emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.