Jeffrey Bryant is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing eight years of industry experience. His prior career includes 16 years at S. Emerson Group, Inc. He serves as a secondary executor of a client’s will, an activity outside typical advisory duties. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Guojun Zhu is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials. Zhu has been with Transamerica since 2025 and has additional experience as a franchisee of WIZE LLC, which offers K-12 extracurricular classes in computer and robotics. Zhu is also involved with Hope Chinese School VA Inc, a nonprofit providing Sunday school services to the Chinese immigrant community. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers its services through a large advisor network using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE, TFA365 Advisory Program, and Transamerica ALPHA.

Joseph Diorio is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Truist Investment Services, Suntrust Advisory Services, BB&T Securities, Wells Fargo Clearing, and other firms. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and a range of third-party platform partnerships.

Mary Mccullagh is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds the Series 66 designation and has worked exclusively at 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 a diverse client base, including individuals, families, trusts, corporate and retirement plans, and offers a variety of brokerage, financial planning, and advisory programs.

Walter Watson Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2013, following prior roles at Raymond James Financial and Wells Fargo Clearing. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a range of investment strategies, often implementing advice through third-party managers and technology platforms such as its proprietary WealthSuite.

John Paul Bradley is a CFP® with 16 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held prior roles at Wells Fargo Bank, NA, Wells Fargo Clearing, and PNC Investments LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies, supported by educational content and specialized client programs.

Robin Morris is a financial advisor with Janney Montgomery Scott LLC, holding a Series 63 designation and over 31 years of industry experience. He has been with Janney Montgomery Scott since 1993. Outside of his advisory role, Morris is involved as the owner of Specialty Electric Co., Inc., and serves as treasurer for the Rockledge Volunteer Fire Company. 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 and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Jessica Landreth is a financial advisor with Citizens Securities, Inc. and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including six years at CCO Investment Services Corp. Prior to her current role beginning in 2020, she worked with Citizens Securities. Outside of advising, she sells hand-made knitwear online under the name Garden to Ewe. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides digital advisory portfolios managed with proprietary algorithms as well as traditional managed accounts.

Sean Bergin is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 designations and 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY LLC, and his own firms, Bergin & Co., LLC and Ironview Capital Management LLC. He is a partner in Ironview Equity Partners, a private equity fund of funds. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm combines a Private Advisor model with the Rockefeller Global Investment Management platform to provide discretionary and non-discretionary investment solutions across various asset classes.

Stephen Ryan is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 1994. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options supported by third-party asset manager relationships.

Mark Juelis is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds a Series 63 designation and previously worked at Brandywine Global Investment Management and Franklin Distributors, LLC for 12 years. Outside of his advisory role, he is involved with Fair Gage, LLC, a family real estate business. 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 consulting services and operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services.

Alexandra Freedman is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. Outside of her advisory work, Freedman is actively involved in nonprofit leadership, serving as Board President of JNFuture Philadelphia and Vice Chair of the Jewish Federation of Greater Philadelphia’s NextGen group. 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, through a network of more than 400 independent advisers. The firm offers a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary when advisory agreements are in place.

Moustapha Mamadou is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His previous roles include positions at Wells Fargo Bank, Wells Fargo Clearing, Pruco Securities LLC, Foresters Financial Services, and The Prudential Insurance Company of America. Outside of his advisory work, he is a founder and board member of Give Her A Chance, a nonprofit focused on supporting and providing education for girls. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of affiliated and third-party managers through a structured asset allocation process.

Danila Vasiukou is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Principal Life Insurance Company, Principal Securities, Inc., and KeyBank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform with discretionary implementation and model selection typically conducted on a non-discretionary basis.

John Maleno is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He is also the proprietor of Maleno & Associates, offering CPA and accounting services, including income tax return preparation and consulting. In addition to his advisory role, Maleno is involved in several life insurance brokerage activities through his own firms and as an agent for other insurance groups. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, offering a range of asset management and brokerage services through a network of advisers and third-party asset managers.

Edward Lettieri is a financial advisor with Mercer Global Advisors Inc. in Radnor, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at TriState Capital Bank, Raymond James & Associates, Fort Pitt Capital Group, Hefren Tillotson, and American Century Investments. Outside of his advisory work, he serves as a board member of the Catholic Men's Fellowship of Pittsburgh, an organization focused on the development of Catholic faith. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other vehicles, and offers specialized services including retirement plan consulting and charitable advisory.

Ta Tyana Williams is a financial advisor at Lincoln Investment with five years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Lincoln Investment in 2025, she worked at The Vanguard Group, Inc. and Northwestern Mutual. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a strong presence in 403(b) and 457(b) programs. The firm combines advisor-led consulting with model portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Thomas Segerstrom is a CFA® charterholder with six years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Marsh & McLennan and The Vanguard Group, Inc. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team approach with a centralized investment process focused on asset allocation and manager due diligence, and it provides specialized services for clients with complex needs.

Alfonso Siravo is a financial advisor at Citizens Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Citizens Securities in 2020, he worked at M&T Securities and M&T Securities, Inc. from 2015 to 2020. 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’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Carl Rosenfeld is a CFP® with 21 years of industry experience and is currently an advisor at Corient. His prior roles include positions at Radnor Financial Advisors, LLC, CIPW Service Company, LLC, and Corient Services LLC. He is a partner in Tomorrow Starts Today, a youth sports training program, where he contributes to strategy planning and marketing. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.