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.

Justin Stein is a CFP® and CFA® at Hightower Advisors with two years of experience at the firm and eight years previously at PNC Bank. He is based in Marlton, NJ. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

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.

Heather Marie Dolce is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing from 2012 to 2022. Outside of financial advising, she has worked as a background performer with Elevate Entertainment. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of advisory and portfolio management programs, including discretionary and non-discretionary solutions.

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.

Lawrence Rosenthal is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 credentials. He has 38 years of industry experience, including long tenures at Park Avenue Securities and Guardian Life Insurance Company. He serves as a board member for the Jewish High School for Boys. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

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 with Independent Financial Partners, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Independent Financial Partners in 2021, Sunnaret worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2018 to 2020, and at Bank of New York Mellon from 2014 to 2018. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Daniel Fuhr is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 14 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, overseeing league organization and management. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

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 been with both Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. Outside of his advisory role, he is actively involved in Masonic organizations, serving as Chair of the Grand Lodge of Pennsylvania’s Consolidated Fund and holding board positions with related charitable and fraternal entities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing a combined portfolio of discretionary and non-discretionary assets exceeding $9 billion as of December 2025.

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.

Gary Bickham is a financial advisor at Citizens Securities, Inc. with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including The Vanguard Group Inc and Primerica. 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 features a digital advisory program that recommends ETF-based portfolios using proprietary algorithms, though this represents a small portion of its overall advisory activity.

Justin Smith is a financial advisor with Goldman Sachs Wealth Services in Philadelphia, holding a Series 66 designation. He joined Goldman Sachs in 2026 and previously worked at UBS Financial Services Inc. from 2025 to 2026. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and manager selections through specialized advisory teams and offers a range of services including Private Family Office, Executive Wealth programs, and access to Alternative Investments.

Terraine Johnson is a financial advisor with TD Private Client Wealth LLC in Philadelphia, PA, holding a Series 66 license and three years of industry experience. Prior to joining TD Private Client Wealth LLC, Johnson worked at TD Bank N.A., Bank of America, Merrill, Citizens Securities, Inc., and PNC Bank. 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, offering portfolio management, financial planning support, and custody services through a range of proprietary and third-party investment strategies.

Bryan Marvin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Media, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Equity Services since 2012. Outside of his advisory role, he is a licensed insurance agent selling life, health, disability, and long-term care insurance under the DBA Evolution Financial Group and serves as a board member of a local country club. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term and shorter-term investment strategies.