Graham Parsons is a financial advisor at Cerity Partners LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2016 to 2025. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Barry Richter is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds a Series 63 designation and previously spent 18 years with Raymond James & Associates before joining Janney in 2026. Janney Montgomery Scott LLC is a large 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 municipal clients, offering a range of brokerage, financial planning, and advisory services.

Jason Molnar is a CFP® with 14 years of industry experience, currently serving at Citigroup Global Markets in Wilmington, DE. He has been with Citi Private Bank since 2016. Outside of his advisory role, he coaches youth soccer and lacrosse teams in the Wilmington area. Citigroup Global Markets serves individual and institutional clients through a variety of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies, combining large institutional scale with specialized market roles and comprehensive client solutions.

Luke Hoffman is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2023, with prior roles at Beyond Hello and Kimberton Whole Foods. 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 brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Victor Levy is a CFP® with 31 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. He previously led Levy Wealth Management Group, LLC for 12 years and spent over two decades at LPL Financial, LLC. In addition to his advisory work, he is the author of "The Kitchen Table Financial Plan" and serves as president of Leon L Levy & Associates, a firm that sells fixed insurance products. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Dominic Oteri is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2016. He is also affiliated with LPL Financial, where he has worked since 2013. Oteri’s professional designations include Series 63 and Series 65. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm’s fiduciary-based model incorporates both discretionary and non-discretionary strategies, utilizing third-party managers and proprietary technology platforms.

Jonathon Leise Jr. is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2008. 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 municipalities, offering a range of brokerage, financial planning, consulting, and advisory programs.

Michael Orfe is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 10 years of industry experience. He has worked at Sequoia Financial Group, L.L.C. since 2023 and was previously with Zeke Capital Advisors from 2016 to 2023. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management strategies, employing mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers, with research driven by fundamental, technical, and cyclical analysis.

Julie Maxwell is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and 11 years of industry experience. She has worked at Janney Montgomery Scott continuously since 2013 in various roles. Janney Montgomery Scott LLC is a 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 multiple advisory programs.

Anthony Stanziano Jr. is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at FIRST REPUBLIC Securities Company, LLC, Peapack-Gladstone Bank, and PGB Securities LLC. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory, brokerage, and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms as well as managed accounts, and operates as a broker-dealer and insurance agency.

Andrew Hess is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He currently works at Creative Planning and previously held positions at Daniels + Tansey, LLP, Merrill, and Bank of America. Outside of finance, he is the CFO of Tri-State Underground, an underground construction company, where he oversees financial activities and provides strategic advice. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jeanne Oneill is a financial advisor at Brown Advisory with 17 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Brown Advisory for 15 years. Outside of her advisory role, she serves as a power of attorney for a family member. Brown Advisory manages approximately $124.3 billion for institutional and private clients, offering discretionary portfolio management, strategic advisory, and family office services. The firm uses a bottom-up fundamental research approach across equity and fixed-income strategies and incorporates sustainable investing and alternative assets through both active and passive methods.

Suzanne Rumignani is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds Series 63 and Series 66 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 a range of brokerage services, financial planning, consulting, and advisory programs.

Colin Burke is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Janney in 2019, he worked at Bank of America and Merrill from 2014 to 2019. 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 brokerage services, financial planning, and advisory programs supported by in-house and third-party asset management.

Peter Hoffmann is a Series 63-registered financial advisor with 33 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has held prior roles at Marcum Wealth, LLC, Fourfront Advisors, LLC, and Commonwealth Financial Network. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Stephen Krajnak is a financial advisor with PNC Wealth Management based in Philadelphia, PA. He holds the Series 66 designation and has 19 years of industry experience, including over a decade with PNC Investments starting in 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees with PNC Bank online-banking credentials. The firm utilizes approved model strategies managed by PNC or third parties and focuses on mutual funds and ETFs with annual rebalancing.

Timothy Dwyer is a CFP® with 41 years of experience at Principal Financial Services, where he has worked since 1984 through affiliated entities Principal Securities Inc. and Principal Life Insurance Co. He serves as Vice President of the Our Mother of Consolation Alumni Association in Philadelphia. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

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.

Todd Buonocore is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Janney in 2025. 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 individuals, families, trusts, corporate and retirement plan sponsors, and other clients, offering brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

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.