Matthew Panarese is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wilmington Trust and Rockefeller Capital Management. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across various asset classes.

Jeffrey Sharer is a CFP® with 15 years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. He has worked at various entities within Bankers Life since 2016. Outside of his financial advisory role, he serves as the President of the Dublin Borough Council. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities with periodic reviews and rebalancing.

Sidney Gosser is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1983 and holds a Series 63 designation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

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.

Robert Gelsher is a CFP®-designated financial advisor with Janney Montgomery Scott, where he has worked since 1997. He has 30 years of industry experience and holds a Series 63 license. Gelsher serves as a trustee for the Jewish Federation of Greater Philadelphia. 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 range of clients including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Mark Jones is a ChFC® credentialed financial advisor with 21 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC, having joined in 2025, and previously worked at M Holdings Securities and AXA Advisors. Outside of his advisory role, he is involved in insurance brokerage focused on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and oversight.

Kevin Petrone is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2015, including a decade at PNC Investments and prior service at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model selection and investment execution by third parties. The firm’s approach features annual rebalancing and mutual fund and ETF investments within an employee-only pilot structure.

Elliott Footer is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Janney since 2009. Outside of his advisory role, he is involved in tax return preparation and serves as secretary of The Footer Family Foundation, a charitable organization that supports public charities. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in-house portfolio management with third-party managers across various wrap programs and model portfolios.

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.

Mary Mccullagh is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds the Series 66 designation and has worked exclusively at 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, corporate and retirement plans, and offers a variety of brokerage, financial planning, and advisory programs.

Walter Watson Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Private Advisor Group and affiliated LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through various platforms.

Daniel Quinn is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at TD Ameritrade and Facet. Quinn has worked at TIAA-CREF since 2023. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model portfolios and customized portfolios, and acts as adviser to a donor-advised fund.

Robin Morris is a financial advisor with Janney Montgomery Scott LLC, holding a Series 63 designation and over 31 years of industry experience. He has been with Janney Montgomery Scott since 1993. Outside of his advisory role, Morris is involved as the owner of Specialty Electric Co., Inc., and serves as treasurer for the Rockledge Volunteer Fire Company. 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 and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Jessica Landreth is a financial advisor with Citizens Securities, Inc. and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including six years at CCO Investment Services Corp. Prior to her current role beginning in 2020, she worked with Citizens Securities. Outside of advising, she sells hand-made knitwear online under the name Garden to Ewe. 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 digital advisory portfolios managed with proprietary algorithms as well as traditional managed accounts.

Sean Bergin is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bergin & Co., LLC, and Ironview Capital Management LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services within a Private Advisor model and a consolidated investment platform.

Stephen Ryan is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 1994. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options supported by third-party asset manager relationships.

Mark Juelis is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He previously worked for Brandywine Global Investment Management and Franklin Distributors, LLC for 12 years. Outside of his advisory work, he has involvement with Fair Gage, LLC, a family real estate business in Fort Washington, PA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and consulting services, operating with a Private Advisor model and a consolidated investment platform that combines discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Moustapha Mamadou is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His previous roles include positions at Wells Fargo Bank, Wells Fargo Clearing, Pruco Securities LLC, Foresters Financial Services, and The Prudential Insurance Company of America. Outside of his advisory work, he is a founder and board member of Give Her A Chance, a nonprofit focused on supporting and providing education for girls. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of affiliated and third-party managers through a structured asset allocation process.

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.