Carl Nadwodny Jr. is a CFP® and CFA® credentialed financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Convergent Financial Strategies LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Ian Mac Kinnon is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at WealthBridge Financial and Edmund Optics, Inc. In addition to his advisory role, he owns AtTrainable Real Estate IQ, LLC, a real estate business focused on buying, renovating, and selling or leasing investment properties. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Vincent Grasso is a financial advisor at GWN Securities Inc. He holds Series 65 and Series 63 licenses and has six years of industry experience. Before joining GWN Securities, he worked at Kades-Margolis and MML Investors Services. His earlier career includes roles outside finance, such as at Tango Restaurant and Tony Cappelli and Sons. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm utilizes a mix of affiliated and unaffiliated sub-advisers, model-based asset allocation strategies, and maintains a historic use of market-timing and momentum-based trading approaches in certain legacy programs.

Jeffrey Miller is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with GWN Securities since 2005 and also serves as a sales manager at Kades Margolis, where he recruits, trains, and develops new advisors. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs, employing a mix of affiliated and unaffiliated sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory. The firm is noted for its use of market-timing and momentum-based strategies in certain legacy programs.

Jonathan Susser is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has previously worked at Huntington Securities, Janney Montgomery Scott, Valley National Investments, Credit Agricole, Glenmede Investment Management, and Blackrock. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of advisory programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary account management.

Ethan Collins is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2014. The firm provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. Hightower's advisory approach emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Ashesh Shah is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. He has been with PNC Investments LLC since 2022 and has also worked at PNC Bank since 2000. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithmic risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Christine Curtiss is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Citigroup in 2025, she worked at BNY Mellon and BNY Mellon Securities Corporation from 2015 to 2025. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant.

Landon Swallow is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual and Penn Mutual Life Insurance Company. Swallow is also involved in insurance brokerage businesses, including roles with 1847Financial, Estate Strategies Inc, and Redwood Financial Advisors. 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 both as an SEC-registered adviser and FINRA-member broker-dealer, managing billions in assets through a network of advisors and third-party asset managers.

Dylan Zhou is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. He has previously worked at JPMorgan Chase Bank and TD Bank N.A. Outside of his advisory role, he assists with administrative tasks at Questa Technology Inc., an IT consulting and staffing services firm, on weekends. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management and access to a range of investment products through a combination of affiliated and third-party managers.

Eric Feder is a financial advisor with Hightower Advisors, holding a Series 65 license and 15 years of industry experience. He previously spent 14 years at Wealth Cmt before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Jason Forsythe is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes over two decades at Lincoln Financial Distributors and six years at Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection based on proprietary research and standard models, with reviews tailored to individual clients’ goals and risk tolerance.

Christopher Lauver is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes positions at TIAA-CREF and Tiaa. Outside of his advisory role, he is also an agent for non-securities insurance products with Agia. 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. The firm offers managed-account programs, financial planning, and brokerage services, using Envestnet-developed UMA models for portfolio construction and overlay management.

Ian Mc Laughlin is a CFP® with 14 years of experience in the financial services industry. He currently works at Janney Montgomery Scott and previously held positions at Lincoln Investment, Charles Schwab & Co., Inc., and SII-Acorn Financial Services. 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 various advisory programs.

Alia Mendez Taylor is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. She holds a Series 66 credential and has previously worked at Janney Montgomery Scott LLC, LPL Financial, and M Financial Planning Services. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Kimberly Beil is a CFP® professional with over 22 years of experience in the financial services industry. She has been with Janney Montgomery Scott since 2002. 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 charitable and municipal organizations, offering brokerage, financial planning, consulting, and advisory programs.

Michael Kernicky is a CFP® with 43 years of experience in the financial industry. He currently works at Janney Montgomery Scott, where he has been since 2018. His prior experience includes roles at Bank of America and Merrill. Kernicky serves as Secretary and Rear Commodore on the board of the Yacht Club of Sea Isle City in New Jersey. 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 through a variety of brokerage, financial planning, and advisory programs, combining in-house portfolio management with third-party managers.

Bernard Audet is a financial advisor at GWN Securities Inc. with 40 years of industry experience and holds a Series 63 designation. His career includes positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and over four decades at Creative Financial Planning Org. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm utilizes both affiliated and unaffiliated sub-advisers and employs market-timing and momentum-based strategies within certain legacy programs.

Joseph De Sipio is a financial advisor with Eagle Strategies (New York Life), holding the ChFC® designation and Series 63 license, with 10 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with New York Life and its related entities since 2016. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services primarily through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Christian Correa is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Northern Lights Distributors, LLC and Toews Corporation. He is also associated with Eastern University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and uses an integrated service model connected to Empower’s recordkeeping and administrative platforms.