Trevon Kanavy is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been self-employed since 2000 and has worked with Brokers International Financial Services since 2009. Kanavy also owns TL Capital, Inc. and operates as an independent insurance agent specializing in fixed insurance products. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and third-party manager referrals. The firm employs a variety of investment approaches and integrates advisory and brokerage services within a large network of over 300 independent advisors managing approximately $5.4 billion in assets.

Sean Seese is a Series 66 licensed advisor with Rockefeller Financial LLC, based in Conshohocken, PA, and has 19 years of industry experience. He previously worked at Bank of America and Merrill and is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of his firm. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jonathan Rawl is a financial advisor with Empower Advisory Group in Philadelphia, PA. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at J.P. Morgan Securities, Citizens Bank, and AT&T. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Adam Kramer is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has worked at Citigroup since 2017 and previously held positions at J.P. Morgan Securities and Ameriprise. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with unique market roles and arrangements.

James Farrell Sr. is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Univest Corporation. He serves as President and non-voting member of the Upper Moreland Police Pension Fund, where he assists with investment evaluations and administrative duties. 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 utilizes a mix of in-house and third-party strategies, combining strategic and tactical approaches overseen by an Investment Management & Research team.

Thomas Price is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Lincoln Investment Planning, Inc. since 1986 and Capital Analysts, LLC since 2023. Outside of his advisory role, he serves as Managing Director of Collegebound Solutions, LLC, where he assists students and parents with college selection and affordability, including FAFSA preparation and marketing student athletes. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular 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 supported by an Investment Management & Research team.

Sara McGrath is a Series 66-licensed financial advisor with 22 years of industry experience, currently with Lincoln Investment since 2012. She previously worked at Legend Advisory, LLC from 2005 to 2012. Outside of her advisory role, McGrath serves as the Girls Coordinator for Grafton Youth Lacrosse and is president of McGrath & Merrill Associates, Inc. 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 a range of managed portfolio programs supported by both strategic and dynamic investment approaches.

Theresa Goelz is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and bringing 28 years of industry experience. She has been with Janney Montgomery Scott Inc. since 1980. 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, consulting, and advisory services through a combination of in-house portfolio management and third-party managers.

Richard Suro is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has worked with Lincoln Investment since 2017 and previously was associated with Questar Asset Management and Questar Capital Corporation. He is also president of Richard T. Suro Associates, Inc., a financial services firm he has operated since 2001, and acts as a real estate referral agent for New Jersey buyers and sellers. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and numerous employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and various model portfolio programs, employing strategic and tactical investment approaches managed by an internal Investment Management & Research team.

Howard Sheckman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Samson Wealth Management Group. He is also an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations through a variety of investment advisory and financial planning services.

Joel Steele is a financial advisor with Eagle Strategies (NY Life) in Cherry Hill, NJ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2011 and has longstanding ties to New York Life and affiliated entities dating back to 2002. Outside of his advisory role, Steele is involved in several entrepreneurial and charitable ventures, including co-founding a charitable organization and holding passive interests in minor league sports and environmental carbon removal companies. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement plan advisory services through a large network of advisors. The firm emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis for individual and institutional clients within an integrated New York Life affiliate structure.

Darnell Hegarty is an Investment Consultant at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2021 to 2022. His professional experience also includes roles as an Investment Advisor at Merrill Lynch in 2021, a Financial Advisor at Wells Fargo Advisors from 2019 to 2020, and a Financial Services Representative at TD Bank NA from 2010 to 2013. Throughout his career, Darnell has developed expertise in financial markets and planning. He focuses on working closely with clients to understand their unique scenarios and assist them in planning for their goals. His approach involves guiding and educating clients to help them pursue their financial objectives. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Michele Burkholder is a CFP® and ChFC® with 25 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. She has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2013. Burkholder is also involved in life insurance brokerage through her roles with 1847 Financial and The Burkholder Team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing over $8 billion in discretionary assets and providing tailored investment strategies through a combination of in-house and third-party asset management.

Raymond Wiley is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. He 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 individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients through various brokerage, advisory, and asset management programs.

Robert Steinke is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Janney Montgomery Scott since 2009. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Michael Cooper is a financial advisor at First Command Advisory Services with four years of industry experience and holds the Series 66 designation. He previously worked at J.P. Morgan Securities, LLC and Thrivent Financial. Cooper has been involved with the Marlton Assembly of God since 2023 and the Journey Church in Queens from 2011 to 2022. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a prescreened selection process.

Jamil Jackson is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Caesar’s Entertainment, PNC Investments, PNC Bank, Wawa Inc., and Rowan University. Outside of his advisory role, he is a co-owner of Stories Untold Media, a non-investment-related business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third parties.

Jonathan Wilt is a CFP®-designated financial advisor with Lincoln Investment, bringing 41 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1985. Outside of his advisory role, Wilt serves as president of the board of directors for the Hiway Theater, a nonprofit organization, and is involved in local community activities including board membership for Renew Theatres and leadership roles in a country club's athletic committee. 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 services, retirement plan advice, and advisory programs, utilizing a mix of strategic and tactical investment approaches overseen by its Investment Management & Research team.

David Chalmers is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with firms including Summit Brokerage Services and has been a public notary since 2017. He is also principal at Haddon Agency LLC and managing partner of Haddon Financial Solutions. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians, third-party managers, and platform programs to implement client strategies.

Marc Rapoport is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1996 and holds Series 63 and Series 65 credentials. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.