Brian Fee is a financial advisor at TD Private Client Wealth LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Citizens Securities, Inc., TD Ameritrade Investment Management, LLC, and SCOTTRADE, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm offers portfolio management, financial planning support, and custody services, combining strategic and tactical asset allocation through both affiliated and third-party sub-managers.

James Hower Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and bringing 35 years of industry experience. He has been affiliated with Ameritas Advisory Services since 2021 and has held various roles at affiliated Ameritas companies since 2006. Additionally, he is president of H & M Financial Group Inc. and an agent with Premier Planning Group, both firms he has been involved with since 1998. Outside of his advisory and insurance roles, he serves as vice president of BNI Networkers, a business networking group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management using model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Aaron Arnold is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2010. 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 advisory and broker-dealer services, providing a range of custody, execution, and brokerage capabilities alongside investment advice.

Robert Meyers is a financial advisor at Janney Montgomery Scott with a Series 66 designation and over 10 years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company from 2015 to 2025 before joining Janney Montgomery Scott. 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, as well as charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Andrew Carnevale is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Aberdeen Asset Management, Poplar Forest Capital, and Quasar Distributors. 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, financial planning, and advisory services.

Joseph Roberts is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 63 designation and four years of industry experience. His prior roles include positions at Rockefeller Financial LLC, ROCKEFELLER Capital Management, and Zeke Capital Advisors. Citizens Securities serves a broad retail client base including individuals, high-net-worth investors, and retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm features a digital advisory program utilizing proprietary algorithms to recommend ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Susan Fuhrman Holin is a CFP® professional with 27 years of industry experience. She is currently with Independent Financial Partners and previously worked for Fuhrman Management Associates, Inc. for 26 years. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform and is notable for its formal retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services.

Laura Fullmer is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA. She holds a Series 63 designation and has 20 years of industry experience, including 17 years with Janney Montgomery Scott. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Vincent Bona is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at TIAA-CREF since 2018, following three years at PNC Investments and PNC Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management through customized and model portfolio strategies.

John Kirstien is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include seven years each at Morgan Stanley Private Bank and Prudential Annuities Distributors. 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 wide range of clients, including high-net-worth individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

Jordan Battee is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has experience working at Truist Investment Services since 2024 and previously at Bank of America Private Bank from 2020 to 2024. Prior to his advisory roles, he held positions at the University of Delaware and Delaware Technical Community College. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate operations.

Ernest Sims is a CFP®-certified financial advisor with 41 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. He is also co-owner of Sims Financial LLC, a private entity involved in securities, advisory, and insurance services, which he has operated since 2002. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients through a range of advisory programs and back-office services. The firm offers discretionary model portfolios, customized investment solutions, and operates with a substantial clearing and custody relationship with National Financial Services LLC.

Michen Sirleaf is a CFP® with 18 years of industry experience currently with Schwab Wealth Advisory in Radnor, PA. He has held roles at several firms including CliftonLarsonAllen Wealth Advisors, TD Ameritrade, PNC Bank, Wells Fargo Clearing, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain clients referred by Charles Schwab & Co. The firm uses proprietary asset allocation models and research tools to offer tailored recommendations without exercising discretionary trading authority.

Howard Kades is a financial advisor at Mercer Global Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Kades & Cheifetz, LLC and Kades Financial, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, businesses, and nonprofits. The firm uses a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Sabrina Reeves is a financial advisor at Private Advisor Group, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and Transcend FMC. Outside of her advisory role, Reeves is employed at BJ's Wholesale Club. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and uses a range of investment strategies often implemented through third-party managers and technology platforms.

Frank Hennessey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has long-standing affiliations with Ameritas Life Insurance Corp and Ameritas Investment Corp dating back to 2006. Hennessey is also a partner in Premier Planning Group, where he manages staff and sells fixed insurance products, and participates in other business ventures including a marketing organization established in 2023. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment products and program platforms, combining firm-developed and third-party model portfolios to build customized client portfolios.

David Webb is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1993. Webb holds Series 63 and Series 65 licenses. 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 brokerage, financial planning, consulting, and multiple advisory programs.

Orit Sapir Alon is a financial advisor at Equity Services, Inc. with eight years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones, Bank of America, Merrill, and Republic Bank. Outside of her advisory role, she is a joint owner of Cedar Road Art LLC, an online business selling beauty products imported from Israel. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

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.

Zachary Walker is a financial advisor at Hightower Advisors with five years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at The Vanguard Group for four years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing multi-manager solutions and proprietary research to offer customized portfolio management, financial planning, and retirement consulting.