Alexandra Freedman is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. Outside of her advisory work, Freedman is actively involved in nonprofit leadership, serving as Board President of JNFuture Philadelphia and Vice Chair of the Jewish Federation of Greater Philadelphia’s NextGen group. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of more than 400 independent advisers. The firm offers a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary when advisory agreements are in place.

James Workman is a financial advisor with SPC in Mantua, NJ, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Concourse Financial Group Securities (fka ProEquities, Inc.) for over a decade and operates Workman Financial Services as an investment-related business. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs with custody and execution services primarily through Fidelity/NFS.

Matthew Conway is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation with three years of industry experience. He previously worked at Bryn Mawr Trust Co and was involved in Capt'n Chucky's Crab Cake Co. for five years. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, offering brokerage services, financial planning, and advisory programs to a wide range of clients including individuals, families, trusts, and institutional sponsors.

Christopher Franz Jr. is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding a Series 63 designation with 15 years of industry experience. His entire professional career has been with Janney Montgomery Scott and its affiliated entities since 2013. 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 with brokerage services, financial planning, consulting, and multiple wrap/advisory programs, combining in-house and third-party portfolio management across various investment platforms.

Pavan Wunnava is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at PNC Investments since 2017 and previously held roles at Bank of America and Merrill from 2010 to 2017. PNC Wealth Management offers retail brokerage and advisory services with several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to implement portfolios through approved strategies and third-party delegates.

Edward Lettieri is a financial advisor with Mercer Global Advisors Inc. in Radnor, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at TriState Capital Bank, Raymond James & Associates, Fort Pitt Capital Group, Hefren Tillotson, and American Century Investments. Outside of his advisory work, he serves as a board member of the Catholic Men's Fellowship of Pittsburgh, an organization focused on the development of Catholic faith. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other vehicles, and offers specialized services including retirement plan consulting and charitable advisory.

Thomas Segerstrom is a CFA® charterholder with six years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Marsh & McLennan and The Vanguard Group, Inc. 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 approach with a centralized investment process focused on asset allocation and manager due diligence, and it provides specialized services for clients with complex needs.

Justin Stein is a CFP® and CFA® at Hightower Advisors with two years of experience at the firm and eight years previously at PNC Bank. He is based in Marlton, NJ. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Heather Marie Dolce is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior experience includes six years at Wells Fargo Clearing. Outside of finance, she has worked as a background performer in entertainment. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Reginald Wilkes Sr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously spent 10 years at Merrill. Wilkes serves on several nonprofit boards, including the Alexander-Tharpe Fund at Georgia Tech, the Bobby Dodd Coach of the Year Award Foundation, GR8 Father Figure, the Wright-Hayre Fund, and the United Negro College Fund. 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 and combines in-house and third-party portfolio management across multiple advisory programs, with additional custody and trustee services provided through its subsidiary trust company.

Alyse Blumberg is a financial advisor with TLG Advisors, Inc. in Philadelphia, PA, holding a Series 63 designation and bringing 37 years of industry experience. She has been with The Leaders Group, Inc. since 2013 and has operated Blumberg Financial Services LLC since 1986, where she serves as president. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers a range of services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

James Quinlan is a CFP®, ChFC®, and PFS™ professional with 34 years of experience in the financial services industry. He has held roles at firms including Wipfli Financial Advisors, ValMark Securities, and CliftonLarsonAllen Wealth Advisors before joining Private Advisor Group, LLC in 2022. In addition to his advisory work, Mr. Quinlan is a licensed independent insurance agent involved in selling insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, combining client goal assessments with a range of investment strategies implemented through both in-house portfolio managers and third-party managers.

Kenneth Briscoe III is a financial advisor at Clearstead Advisory Solutions with one year of industry experience. He holds the Series 65 designation and previously worked at myCIO Wealth Partners, LLC and has a diverse background including roles at Sweat Fitness, the University of Delaware, and Tybout Redfearn & Pell. Clearstead serves affluent private clients and institutional clients, managing approximately $33.9 billion in assets across more than 4,300 client relationships. The firm applies institutional investment disciplines using a variety of strategies and offers specialized services including family office administration, institutional consulting, and proprietary investment platforms.

Anthony Mario is a Series 66-registered advisor with PNC Wealth Management in Cherry Hill, NJ, and has three years of industry experience. His prior roles include positions at Janney Montgomery Scott and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that relies on algorithmic risk assessments and uses mutual funds and ETFs with annual rebalancing.

Nate Collette is a CFP® and holds a Series 66 license with 17 years of experience in financial advising. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Based in Philadelphia, PA, he is currently affiliated with Goldman Sachs Wealth Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored strategies supported by specialized teams and proprietary research within the broader Goldman Sachs ecosystem.

Aidan O Connor is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at J.W. Cole Financial, Inc., Commonwealth Financial Network, Benjamin & Company, LLC, and Marcks, LLC. He also spent thirteen years in full-time education before entering the financial industry. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of discretionary and non-discretionary management approaches, utilizing fundamental and technical analysis, model and manager-based strategies, and multiple custodial platforms.

Justin Smith is a financial advisor with Goldman Sachs Wealth Services in Philadelphia, holding a Series 66 designation. He joined Goldman Sachs in 2026 and previously worked at UBS Financial Services Inc. from 2025 to 2026. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and manager selections through specialized advisory teams and offers a range of services including Private Family Office, Executive Wealth programs, and access to Alternative Investments.

Terraine Johnson is a financial advisor with TD Private Client Wealth LLC in Philadelphia, PA, holding a Series 66 license and three years of industry experience. Prior to joining TD Private Client Wealth LLC, Johnson worked at TD Bank N.A., Bank of America, Merrill, Citizens Securities, Inc., and PNC Bank. 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 clients, offering portfolio management, financial planning support, and custody services through a range of proprietary and third-party investment strategies.

Bryan Marvin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Media, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Equity Services since 2012. Outside of his advisory role, he is a licensed insurance agent selling life, health, disability, and long-term care insurance under the DBA Evolution Financial Group and serves as a board member of a local country club. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term and shorter-term investment strategies.

David Wilson Jr. is a financial advisor at Osaic Institutions, Inc. with 33 years of industry experience. His prior roles include nearly a decade at JPMorgan Chase Bank and J.P. Morgan Securities, six years at Morgan Stanley, and two years at Lehman Brothers. Outside of his advisory work, he is an officer at Feige Associates Inc. and Proudfoot Capital Advisors Inc., both involved in real estate investment management. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that integrates a lending marketplace and third-party manager arrangements.