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.

Jacob Lusby Jr. is a financial advisor with PNC Wealth Management in Media, PA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Citizens Securities, Inc., and Fulton Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an employee-only discretionary digital offering that uses algorithm-driven risk assessment to guide portfolio construction with mutual funds and ETFs.

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.

Timothy Delia is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple Truist-affiliated firms since 2016. Outside of his advisory work, he serves as an assistant football coach for the freshman team at LaSalle High School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plans, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary approaches.

Davis Nagg is a financial advisor at Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at the University of Denver and 1740 House, as well as ongoing involvement with Open Door Valet. 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, retirement plan advice, and both advisor-managed and firm-managed investment programs using a combination of strategic and tactical approaches.

Christopher Fusco is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 66 designation and is based in Philadelphia, PA. Fusco has been with Janney Montgomery Scott since 2014. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

John Saia Jr. is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He has been with Citizens Securities since 2011 and previously operated Johnny Cool Incorporated from 2004 to 2017. He holds Series 63 and Series 65 licenses. Citizens Securities serves a diverse 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.

Christy Barilotti is a CFP® with 25 years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has operated her own firms, Barilotti Wealth Strategies LLC and Barilotti Wealth Strategies & Insurance Solutions, LLC, since 2008 and 2014 respectively, and has longstanding ties to New York Life Insurance Company and NYLIFE Securities LLC. Outside of her advisory work, she serves on the Campaign Executive Committee for Ursinus College, volunteers with a mentorship program at Liguori Academy, participates on the U-Imagine Center Advisory Council, and owns Freedom and Clarity, LLC, which holds a patent and license for a cell phone device. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides a range of financial planning and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of its assets on a non-discretionary basis within the integrated New York Life structure.

Benjamin Hoffmann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Marcum Wealth LLC and Sei. 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 approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Zhiqiang Liu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and concurrently at Wfg since 2001. Liu is involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary program choices, and a range of insurance and brokerage products.

Gregory Clemens is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Raymond James Financial Services, Questar Capital Corporation, Allianz Life, and PNC Investments. Outside of his advisory work, he is involved as a youth sports official and has worked as a ride-share driver. 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 discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Kathleen Freed is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. She previously worked at Permit Capital Advisors, LLC, Threshold Group, and took a year for extended travel. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with an emphasis on diversified asset allocation and access to alternative and private-market investments.

Peter Tappon is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, often utilizing model or customized portfolios under a fiduciary standard.

Andrew Tyson is a Series 66 licensed financial advisor at PNC Wealth Management with 17 years of industry experience. He has worked with PNC Investments since 2009. Outside of his advisory role, he co-owns a non-investment-related business with his spouse. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital investment program that uses algorithm-driven risk assessments and third-party-managed portfolios, currently available as an invitation-only pilot for PNC employees.

Dolores Jordan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Janney Montgomery Scott since 1992. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Scott Spangenberg is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at MML Investors Services, MassMutual Life Insurance, and Logan Circle Partners/MetLife Investment Securities. 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 municipal clients, offering a range of brokerage, financial planning, and advisory services.