Lingpeng Xiao is a CFP® and CFA® registered with Rockefeller Financial LLC, with four years of industry experience. Prior to joining Rockefeller, Xiao worked at UBS Financial Services Inc and Global Time Investment Inc. 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 portfolio management, financial planning, and broker-dealer services within an integrated Private Advisor model and a consolidated investment platform.

Michael Germano IV is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Steward Partners Investment Advisory, LLC since 2017 and previously held roles at Citigroup Global Markets and Raymond James Financial Services. Germano serves as a board member for Accountable Equity, a hospitality business, and is an advisor on the RocketHub Advisory Committee. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, and managed account programs through both discretionary and non-discretionary portfolio management with a range of proprietary and third-party solutions.

Ryan Flurer is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 65 designation and previously worked at Cordasco Financial Network, Inc. from 2014 to 2021 before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory and offers a range of portfolios implemented through ETFs, index funds, separate account managers, and private fund platforms.

Dawei Yan is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He previously worked at Merrill for six years and has experience running a business providing international education consulting services. Yan also operates Creative Yan Studios, a photography and cinematography business specializing in wedding and portrait services outside of work hours. 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 both discretionary managed accounts and a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Sindu Gopalakrishnan is a financial advisor with PNC Wealth Management in Wayne, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at PNC Investments since 2019 and previously held positions at The Vanguard Group and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account available by invitation to employees. The firm uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs.

Alexandre Quantin is a financial advisor with Guardian Life and holds a Series 66 designation. He has 11 years of industry experience and has worked at Guardian Life and its affiliate, Park Avenue Securities, since 2012. Quantin serves on the board of the French International School of Philadelphia and operates two consulting and service businesses outside the investment industry. Park Avenue Securities LLC, part of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers tailored client relationships with discretionary and non-discretionary management, a range of advisory solutions, and access to insurance and alternative investment products.

Thomas Buckman is a CFP® with 12 years of experience in the financial industry. He is currently with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2024. His prior experience includes roles at The Vanguard Group and Uber. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

David Jacowitz is a ChFC® credentialed financial advisor with 24 years of industry experience. He has worked at Equity Services, Inc. since 2017 and has prior experience with National Life Group, MML Investors Services LLC, and Massachusetts Mutual Life Insurance Company. Jacowitz is also involved in charitable work as president of the EFG Charitable Foundation. Equity Services, Inc., known 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 with a mix of long-term strategies and shorter-term trading options, utilizing third-party asset managers and model portfolios.

Anthony Snaith is a financial advisor with Janney Montgomery Scott in Radnor, PA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Janney Montgomery Scott since 2001. 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 that includes individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Selden Staples is a CFP® professional with 42 years of experience in the financial services industry. He is currently with Janney Montgomery Scott, where he has worked since 2005 in multiple roles, including his current tenure beginning in 2020. His prior experience includes positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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 charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Louis Butera is a CFP® professional with 38 years of industry experience. He currently serves as an advisor at Private Advisor Group, LLC, where he has worked since 2018, and previously worked at LPL Financial from 2012. He also founded Butera Wealth Management LLC. 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, utilizing a range of investment strategies and third-party managers.

Corey Garnier is a CFP® with 10 years of industry experience, currently affiliated with Schwab Wealth Advisory Inc. He has previously worked at Fidelity Investments, The Vanguard Group, Inc., and Creative Financial Group. Garnier holds a Series 66 license and is based in Radnor, PA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients. The firm employs Schwab’s asset-allocation models and research tools to guide investment selections, operating without discretionary trading authority and typically recommending separately managed accounts.

David Lojpersberger is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity 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, including high-net-worth individuals, families, trusts, and institutions, and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Zane Michalski is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Citizens Securities since 2009. 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 both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Kerry Hawver is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and four years of industry experience. Prior to joining GWN Securities in 2021, Hawver worked for eight years at Sysco. He is also president of a local nonprofit called RBI Roulette. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Colin Burgess is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Janney Montgomery Scott since 2009, contributing 17 years to the firm. Burgess holds a Series 63 designation and is based in Bryn Mawr, Pennsylvania. 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 municipal clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

Adam Marcellus is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes a decade at Loomis, Sayles & Company and two years at Merrill. Outside of his advisory role, Marcellus is involved in youth soccer as an instructor with the Phoenixville Area Soccer Club and operates a soccer coaching business, Elite Next Level Training. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a primarily long-term investment approach.

Tor Hotham is a financial advisor with Private Advisor Group, LLC, holding the CFP® and ChFC® designations and over 30 years of industry experience. He has worked at LPL Financial, LLC since 1997 and has been with Private Advisor Group since 2012. Outside of advisory work, he is an independent insurance agent specializing in fixed insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a variety of investment strategies through both proprietary and third-party platforms.

Norborne Smith III is a financial advisor at Sequoia Financial Group, L.L.C. with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zeke Capital Advisors for ten years. Outside of his advisory role, he serves as a director for Premier Outdoor Media and is a partner in Wolbers BBQ, a restaurant. 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 uses a mix of model and custom portfolios, employing various investment vehicles and research approaches, supported by an Investment Policy Committee.

Jacob Miller is a CFP® professional with four years of industry experience. He has worked at EP Wealth Advisors since 2023 and prior to that was at Lighthouse Planning Consultants from 2021 to 2023. His background includes several years in full-time education before entering the financial advisory field. EP Wealth Advisors is a registered investment adviser serving individuals—including high-net-worth clients—corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. Its investment approach includes customized model portfolios with ongoing monitoring and rebalancing, utilizing fundamental, technical, and cyclical analysis along with alternative strategies when appropriate.