Suzanne Rumignani is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds Series 63 and Series 66 licenses and 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 a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Peter Hoffmann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Marcum Wealth, LLC, Fourfront Advisors, LLC, and Commonwealth Financial Network. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Stephen Krajnak is a financial advisor with PNC Wealth Management based in Philadelphia, PA. He holds the Series 66 designation and has 19 years of industry experience, including over a decade with PNC Investments starting in 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees with PNC Bank online-banking credentials. The firm utilizes approved model strategies managed by PNC or third parties and focuses on mutual funds and ETFs with annual rebalancing.

Timothy Dwyer is a CFP® with 41 years of experience at Principal Financial Services, where he has worked since 1984 through affiliated entities Principal Securities Inc. and Principal Life Insurance Co. He serves as Vice President of the Our Mother of Consolation Alumni Association in Philadelphia. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Lingpeng Xiao is a CFP® and CFA® with three years of industry experience. He currently works at Rockefeller Financial LLC and Rockefeller Capital Management, having previously been employed at UBS Financial Services Inc and Global Time Investment Inc. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services under the Rockefeller Global Family Office platform and offers access to alternative and private investments.

Michael Germano IV is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Steward Partners Investment Advisory, LLC since 2017 and previously held roles at Citigroup Global Markets and Raymond James Financial Services. Germano serves as a board member for Accountable Equity, a hospitality business, and is an advisor on the RocketHub Advisory Committee. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, and managed account programs through both discretionary and non-discretionary portfolio management with a range of proprietary and third-party solutions.

Ryan Flurer is a financial advisor at Mercer Global Advisors Inc. with 11 years of industry experience. He holds a Series 65 designation and previously worked at Cordasco Financial Network, Inc. for seven years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing multi-factor tilts and a range of implementation options such as ETFs, mutual funds, and separate accounts.

Dawei Yan is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He previously worked at Merrill for six years and has entrepreneurial experience as an officer of Creative Yan Studios, providing wedding and portrait photography services. 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’s advisory offerings include a digital advisory program and a Managed Account program, operating within a larger enterprise owned by Citizens Bank, N.A.

Sindu Gopalakrishnan is a financial advisor with PNC Wealth Management in Wayne, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She previously worked at The Vanguard Group, Inc., Wells Fargo Clearing, and WELLS FARGO Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online credentials. The firm employs algorithm-driven model selection and delegates portfolio implementation to third parties, using mutual funds and ETFs with annual rebalancing.

Alexandre Quantin is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 11 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as a board member of the French International School of Philadelphia and operates several consulting and service businesses. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services, managing approximately $15 billion in regulatory assets under management.

John Vaughn is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 65 designations and nine years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. He has been with TIAA and TIAA-CREF since 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, applying a fiduciary standard within its advisory services.

Christopher Giampietro is a financial advisor at Hightower Advisors with 11 years of industry experience. He has worked at HighTower Securities, LLC since 2016 and previously at The Vanguard Group from 2014 to 2016. Giampietro holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Tiffany Hutchins is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked with TD Bank N.A. since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Thomas Buckman is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory. His background includes roles at The Vanguard Group and Charles Schwab & Co., as well as a period of self-employment and prior work outside the financial sector. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across a range of securities. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools while leaving final trading decisions to clients.

David Jacowitz is a ChFC® credentialed financial advisor with 24 years of industry experience. He has worked at Equity Services, Inc. since 2017 and has prior experience with National Life Group, MML Investors Services LLC, and Massachusetts Mutual Life Insurance Company. Jacowitz is also involved in charitable work as president of the EFG Charitable Foundation. Equity Services, Inc., known as ESI Financial Advisors, 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 with a mix of long-term strategies and shorter-term trading options, utilizing third-party asset managers and model portfolios.

Philip Malitas is a Series 65-licensed financial advisor with one year of industry experience, currently with Beacon Pointe Advisors, LLC. His prior roles include positions at Janney Montgomery Scott and Lighthouse Planning Consultants. Outside of finance, he has worked at Passariello's Pizzeria. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Emily Wernly is a CFP® and Series 66 credentialed financial advisor with eight years of industry experience. She has been with Janney Montgomery Scott since 2018 and previously worked at Levy Wealth Management and Northwestern Mutual. 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 municipal clients, offering a range of brokerage, financial planning, and advisory services.

Anthony Snaith is a financial advisor with Janney Montgomery Scott in Radnor, PA, holding Series 63 and Series 65 licenses. He has 32 years of industry experience, including 25 years with Janney Montgomery Scott. 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, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Maureen Cunningham is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Janney in various capacities since 2006. 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 wrap and advisory programs.

Linda Murphy is a Series 66-licensed financial advisor with Janney Montgomery Scott in Philadelphia, PA, where she has worked since 1996. She has 24 years of industry experience. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.