Daniel Herman is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2016, following prior roles at Wells Fargo Clearing and Ameriprise. 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, estates, and institutional clients, offering brokerage services, financial planning, and managed account programs.

Jason Mc Evoy is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has worked with Janney Montgomery Scott since 2019, having previously been affiliated with Capital One Advisors and Capital One Investing. Janney Montgomery Scott 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, and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Christopher Mayer is a financial advisor at OSAIC Institutions, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pacer Financial, Inc. for four years and has a background that includes roles in education at Boston College and St. Joseph's Preparatory School. OSAIC Institutions, Inc. serves individual and institutional clients including high-net-worth individuals, ERISA plans, trusts, estates, and corporations. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model with a network of investment adviser representatives.

Lawrence Tchou is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and with 8 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has prior experience with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Additionally, he serves as an insurance agent with Bankers Life & Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. 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 services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs with access to a broad range of securities and outside managers.

Casimir Seweryn is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Vanguard and eMoney Advisor before returning to TIAA in 2020. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides customized portfolio management alongside model portfolio options and acts as adviser to the TIAA Donor Advised Fund.

Kathleen Vasko is a CFP® and ChFC® with eight years of experience, currently advising at Janney Montgomery Scott. She has worked exclusively at Janney Montgomery Scott throughout her financial career and previously spent time at Wirx Pharmacy and Family Support Line. Kathleen serves as a trained advocate for CASA Youth Advocates of Delaware and Chester County and participates on the College and Career Planning Committee for Unionville Chadds Ford School District. 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, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage, financial planning, consulting, and wrap/advisory programs with a combination of in-house and third-party portfolio management.

Alan Fefer is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 1999 and is also an agent with Agia, involved in 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, offering managed-account programs, financial planning, and brokerage services.

Jason Stanco is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Truist Investment Services. Outside of his advisory role, he has managed residential real estate investment entities. Truist Advisory Services provides investment consulting and advisory services to a broad client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support through a combination of discretionary and non-discretionary manager relationships, utilizing third-party platforms and AI-enabled research tools.

Jerry Wacura is a financial advisor with Empower Advisory Group in Philadelphia, PA, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at several firms including GWFS Equities, Wells Fargo Clearing, Wells Fargo Bank, Bank of America, Merrill, and TD Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning, serving a large participant base with a high client-to-advisor ratio.

Michael Berkowitz is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Cetera, Audible.com, and Comcast NBC Universal. Outside of his advisory role, he is involved with Gone Rogue, a band, and BDL&M LLC, where he is a part owner and voice-over artist. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Julio Macario is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and eight years of industry experience. He has worked at firms including J.P. Morgan Securities LLC, TD Bank N.A., and AXA Advisors, LLC. His background also includes a role at Uber. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm offers portfolio management, access to various investment vehicles, and financial planning support through a combination of affiliated and third-party sub-managers.

Michael Vanaria is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Securities, Inc. and Merrill. His background includes roles outside of finance, notably multiple periods at Loyola University Maryland. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent adviser representatives with a range of portfolio management options and employs various analytical approaches while acting as a fiduciary under written agreements.

Nicole Kianka is a CFP® certificant with four years of experience in the financial industry. She is currently with Rockefeller Financial LLC and has previous experience at Wells Fargo Clearing Services, Wells Fargo Bank, and Wescott Financial Advisory Firm. Outside of finance, she holds a law license in Pennsylvania and works part-time as a bartender. 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services through a private advisor model and a consolidated investment platform.

Matthew Fleming is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. Fleming is also an owner of a rental property in Philadelphia. 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. The firm offers a range of investment solutions including model portfolios and customized portfolios managed under client-approved investment policy statements.

John Engelbert is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Mount Laurel, NJ. He has two years of industry experience, including roles at Agia and Enterprise Mobility. Outside of his advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

John Obrien Jr. is a financial advisor at Valic Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Brinker Capital Securities, Inc. and Innovative Investment Fiduciaries. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts with model-based solutions.

Timothy Howell is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with GWN Securities since 2014. Outside of his advisory role, he is a partner in a restaurant LLC, The Coop Sports Bar and iKitchen. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing methods.

Gordon Hill is a financial advisor at Lincoln Investment with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Primerica Advisors and Capital Analysts. Outside of finance, he operated a photography business for two years. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house Investment Management & Research team to develop strategic model portfolios and offers a range of financial planning and portfolio management services through both advisor-led and firm-managed solutions.

Raymond Ianni is a CFP® and ChFC® with 40 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has prior experience at Principal Securities Inc, Financial Advisors of Delaware Valley, Principal Life Insurance Company, and WFG Planned Benefits & Securities Inc. Outside of his advisory work, he serves on the board of St. Anthony's Education Fund and is a member of the finance committee for the Salesianum School endowment. 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 asset allocation and separately managed account solutions.

Andrew Johnson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at Charles Schwab since 2021 and has prior experience at firms including Infosys and The Vanguard Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.