Evan Salter is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Cordasco Financial Network, Inc. and Cordasco Financial Network, LLC. 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 approach, emphasizing globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and specialized strategies.

Nathan Abbe is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott and its affiliates since 2023, with previous experience at Vanguard and Rockwood Wealth Management. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, advisory, and financial planning services.

Joseph Salehi is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, Citigroup, and Santander Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program utilizing ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency under its parent company, Citizens Bank, N.A.

Patrick O'Keefe is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017. Prior to that, he spent ten years at Legend Equities Corporation and has maintained a long-term affiliation with IBEW LO#400. 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 financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Douglass Ergood Sr. is a financial advisor at Janney Montgomery Scott with 17 years of industry experience and holds a Series 66 designation. He has been with Janney Montgomery Scott since 2012. 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.

Michael Siebecker is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His career includes ten years at Penn Mutual Life Insurance Company and over a decade at Hornor, Townsend & Kent, including his current tenure since 2018. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that offers financial planning, retirement plan consulting, and advisory programs. The firm combines SEC-registered advisory services with broker-dealer capabilities, managing approximately $8.37 billion in discretionary assets as of 2025.

Thomas Landy is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Penn Mutual Life Insurance Company since 2012 and has been with Hornor, Townsend & Kent, Inc. for the same period. Landy is also involved in retirement plan consulting and insurance brokerage through his business activities under the dba 1847 Wealth Advocate. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a combination of advisory services, custody, execution, and brokerage capabilities.

Jack Forlenza is a financial advisor at Citizens Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America and Capital One Financial Advisors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Phyllis Petrillo is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Citizens Bank, ISI, Inc., NYLIFE Securities LLC, New York Life Insurance Co, and CCO Investment Services Corp. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Joseph Robostello is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial and Levy Wealth Management Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Matthew Ayres is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Securities and Citizens Bank since 2005. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with a focus on ETF-based portfolios tailored by proprietary algorithms and client risk profiles.

Allison Balmores is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. She has worked at various TD Bank entities since 2016 and is currently based in Marlton, NJ. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, providing portfolio management, financial planning support, and custody via third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers and serves clients through a variety of managed portfolios.

Edward Silberman is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, providing managed-account programs, financial planning, and brokerage services.

Christopher Scheper is a financial advisor with TIAA-CREF in Philadelphia, PA. He holds a Series 65 designation and has been with TIAA since 2013, joining TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through customized and model portfolios.

Rexford Schilgen is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Levy Wealth Management Group, LPL Financial, and Pershing LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, utilizing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Victoria Robinson is a Series 66-licensed financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. She has held roles at Janney Montgomery Scott, Foreside Fund Services, Penn Mutual Life Insurance Company, and Penn Mutual Asset Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

David Bernstein is a financial advisor with TIAA-CREF in Philadelphia, PA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with TIAA-CREF since 2007. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker‑dealer services to individuals—often those connected to TIAA‑administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor‑advised fund while operating within a vertically integrated structure using affiliated funds.

Nicholas Corialos is a financial advisor with Citizens Securities, Inc. holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Paradigm Financial Group Inc. and The Vanguard Group, Inc. Outside of finance, he has a background that includes work with Ancient Rode Farms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory program and a managed account program, supporting a range of client investment needs.

Timothy Hussar is a CFA® charterholder and holds a Series 66 license with 11 years of experience in the financial services industry. He has worked at Independent Financial Partners since 2017 and previously spent 10 years at LPL Financial. He serves as a trustee for Delaware County Christian School, providing oversight and guidance to its executive team. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

James Ewing is a financial advisor at Hightower Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Bank of America, and HighTower Securities prior to his current role since 2017. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and varied investment strategies.