Ta Tyana Williams is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She currently works at Lincoln Investment and previously held roles at The Vanguard Group, Northwestern Mutual, and William Paterson University. 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 manages a mix of in-house and third-party investment strategies using both strategic and dynamic approaches.

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 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citizens Securities since 2020, following prior roles at M&T Securities and M&T Securities, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and an insurance agency.

Gregory Nassour is a CFA® charterholder with four years of industry experience currently serving at Wells Fargo Investment Institute, Inc. He has worked at Wells Fargo since 2019 and previously spent 26 years at Vanguard. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm’s specialized divisions produce equity and fixed-income analysis, conduct third-party manager due diligence, and develop non-custom model portfolios primarily for affiliated users.

Reginald Wilkes Sr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously spent 10 years at Merrill. Wilkes serves on several nonprofit boards, including the Alexander-Tharpe Fund at Georgia Tech, the Bobby Dodd Coach of the Year Award Foundation, GR8 Father Figure, the Wright-Hayre Fund, and the United Negro College Fund. 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 and combines in-house and third-party portfolio management across multiple advisory programs, with additional custody and trustee services provided through its subsidiary trust company.

Gregory Kempner is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Wealthcare Advisory Partners, LLC, LPL Financial, LLC, and Cantella & Co., Inc. He provides investment advisory services through his independent firm, Wealthcare Advisory Partners LLC. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives utilizing a variety of advisory programs and third-party asset managers.

Jared Keller is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently affiliated with CWM, LLC and has prior experience at Cetera, Voya Financial Advisors, and Financial Independence Planning, LLC. In addition to his advisory work, he is an independent insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Victor Deane III is an investment advisory representative at CWM, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Cetera, Voya Financial Advisors, and Resource Securities. Outside of advisory work, he is involved with Financial Independence Planning, LLC, where he performs client services and administrative functions, and also sells fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts on a discretionary basis using model portfolios and offers portfolio management, financial planning, and retirement-plan services supported by a combination of in-house research, third-party sub-advisors, and customization tools.

Alyse Blumberg is a financial advisor with TLG Advisors, Inc. in Philadelphia, PA, holding a Series 63 designation and bringing 37 years of industry experience. She has been with The Leaders Group, Inc. since 2013 and has operated Blumberg Financial Services LLC since 1986, where she serves as president. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers a range of services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

James Quinlan is a CFP®, ChFC®, and PFS™ with 34 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2022. His prior experience includes roles at Wipfli Financial Advisors, ValMark Securities, and CliftonLarsonAllen Wealth Advisors. Outside of his advisory role, Mr. Quinlan is also licensed as an independent insurance agent. Private Advisor Group serves a diverse client base that includes individuals, businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers.

Kenneth Briscoe III is a financial advisor at Clearstead Advisory Solutions with one year of industry experience. He holds the Series 65 designation and previously worked at myCIO Wealth Partners, LLC and has a diverse background including roles at Sweat Fitness, the University of Delaware, and Tybout Redfearn & Pell. Clearstead serves affluent private clients and institutional clients, managing approximately $33.9 billion in assets across more than 4,300 client relationships. The firm applies institutional investment disciplines using a variety of strategies and offers specialized services including family office administration, institutional consulting, and proprietary investment platforms.

Sunnaret Eang is a financial advisor at Independent Financial Partners with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Bank of New York Mellon. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Jake Boscarelli is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has worked with JRB Wealth Management and Commonwealth Financial Network since 2022. Outside of advisory services, he spends a portion of his time selling fixed insurance products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, compliance, and operational support, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Joseph Falchetta is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2020. He previously worked at Axa Advisors LLC for eight years. Falchetta is also a part-owner and member of True North Financial Planning, LLC, a private entity involved in securities, advisory, and insurance business activities. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, and operational support. The firm offers a range of investment and wealth management solutions, including discretionary model portfolios and customized advisory programs.

Daniel Fuhr is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Citizens Securities since 2015. Outside of his advisory role, he serves as Commissioner of the Wyoming Valley Christian Softball League, organizing and managing league activities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

H. Kerr is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and with 45 years of industry experience. He has been with Janney Montgomery Scott since 1996. Kerr serves as the proposed Treasurer Officer on the Board of Directors for The Pathway School, a private school for special needs students in Norristown, PA, where he reports financial information to the board. 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 brokerage services, financial planning, consulting, and multiple advisory programs.

Todd Ockovic is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2015. Outside of his advisory role, he is actively involved in Freemasonry, serving as Chair of the Grand Lodge of Pennsylvania Free and Accepted Masons Consolidated Fund and holding positions on multiple related boards and committees. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm manages a significant portion of client assets on a non-discretionary basis and offers services including financial planning, consulting, and third-party asset manager platforms.

Anthony Mario is a financial advisor at PNC Wealth Management in Cherry Hill, NJ, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Janney Montgomery Scott, TD Bank, Santander Bank, and Tower Financial Planning. Outside of advisory work, he was involved with Il Villiggio from 2014 to 2018. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investment strategies via approved model portfolios with annual rebalancing.

Nate Collette is a CFP® and holds a Series 66 license with 17 years of experience in financial advising. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Based in Philadelphia, PA, he is currently affiliated with Goldman Sachs Wealth Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored strategies supported by specialized teams and proprietary research within the broader Goldman Sachs ecosystem.

Aidan O Connor is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at J.W. Cole Financial, Inc., Commonwealth Financial Network, Benjamin & Company, LLC, and Marcks, LLC. He also spent thirteen years in full-time education before entering the financial industry. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of discretionary and non-discretionary management approaches, utilizing fundamental and technical analysis, model and manager-based strategies, and multiple custodial platforms.