Scott Jordan is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Valic Financial Advisors since 2020 and previously at Transamerica Investors Securities Corp. from 2015 to 2019. Outside of his advisory role, Jordan is also an agent with Agia, focusing on 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 managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

John Mazzarella is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at The Vanguard Group, Inc. for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm’s services are integrated with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates.

Ming Cheung is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at firms including TD Ameritrade, Charles Schwab, Janney Montgomery Scott, Bank of America, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools, with final trading decisions made by clients.

Faith Smith is a financial advisor at Oppenheimer with 10 years of industry experience. She has been with Oppenheimer & Co. Inc since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she assists with bookkeeping and marketing for a family-owned custom metalworking business. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions, with many accounts managed on a non-discretionary basis.

John Walker III is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Wisdom Planning, LLC, Andrew Garrett Inc, Cordasco Financial Network, Inc., Cco Investment Services, and Citizens Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and tax-management strategies.

John Kernicky is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds a Series 66 designation and has worked at Janney since 2018. Prior to that, he was with Merrill and Bank of America, N.A. from 2011 to 2018. 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 institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Charles Locher is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has worked at GWN Securities since 2011 and maintains concurrent roles with Legacy Planning Partners and Minnesota Life Insurance Co. Outside of investment advisory, he is involved in selling group health insurance and life insurance products as part of comprehensive financial planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of portfolio management approaches, including both traditional asset allocation and legacy market-timing strategies.

Kevin Logan is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. His work history includes roles at Lincoln Investment, Capital Analysts, Hartford Funds Management Company, and Financial Engines Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and third-party-managed portfolios primarily composed of mutual funds and ETFs.

David Nuddle is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Andrew Reder is a financial advisor at Creative Planning with 37 years of industry experience. He holds a Series 63 designation and has previously worked at APW Capital, Inc. and Kistler-Tiffany Advisors. Outside of advisory services, he is an independent insurance agent for various companies. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and offers additional strategies such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Macallan Bibeau is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Prior to joining Rockefeller Financial, Macallan worked at Aesop's Neck Partners, LLC and England Securities, LLC. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Robert Cappelli is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Janney Montgomery Scott since 2021 and previously spent 12 years combined at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, delivering investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs.

Nicholas Hamner is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and three years of industry experience. He has worked at Brookstone since 2022 and also has experience with Franklin Retirement Solutions. Outside of his advisory role, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Meghan Houck is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. She has been with Principal Securities Inc. since 2016 and also has work history at Principal Life Insurance Company and Financial Advisors of Delaware Valley. Outside of advisory work, she co-owns an LLP with a partner for administrative purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

James Maniscalco is a financial advisor at TIAA-CREF with 26 years of industry experience. He has been with TIAA-CREF since 1995 and holds Series 63 and Series 66 designations. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Christopher Forst is a financial advisor at Lincoln Investment with a Series 66 credential and one year of industry experience. His prior work includes roles at Patrick Forst and Advyzon, as well as positions outside the financial sector such as with Buncombe County Schools and Staples. 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 tactical approaches across discretionary and non-discretionary programs.

Kevin Carr is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Wells Fargo and Citizens Securities. His current role at Truist began in 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and a comprehensive manager-selection program.

William Mills is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with PNC Investments LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to certain employees. The firm utilizes algorithmic risk assessments and delegates portfolio implementation and proxy voting to third parties.

Christian Gotzman is a Series 66-licensed financial advisor at Citizens Securities, Inc. with three years of industry experience. He previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of advisory work, he is a co-founder of Kellman LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory program and a Managed Account program and functions as a broker-dealer and insurance agency.

Malaika Hamid is a financial advisor at TIAA-CREF with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities LLC, The Vanguard Group, and Citizens Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management under a fiduciary standard, utilizing model and customized portfolios.