Gregory Jamgochian is a CFP® with 42 years of experience in the financial industry and has been with Janney Montgomery Scott since 2009. He holds Series 63 and Series 66 licenses and is based in Media, Pennsylvania. Janney Montgomery Scott LLC is a large 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, and institutional sponsors, offering a range of brokerage services, financial planning, and advisory programs.

Richard Dodd is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Rockefeller Financial LLC with six years of industry experience. His prior experience includes positions at Bank of America, Merrill, and FS Investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform. The firm is also a registered broker-dealer and provides placement and investment banking services alongside discretionary, non-discretionary, and model-delivery investment solutions.

Robert Barger is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He holds a Series 65 designation and also operates Robert Barger Accounting, where he provides accounting services. Prior to that, he worked at GB Accounting Services, Inc. for nine years. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, employing both internal management and third-party asset managers to implement customized portfolios.

Bryan Minerva is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2019. Prior to his finance career, he was employed at Wine Warehouse and Shoprite. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Brian Villanueva is an advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty since 2020. Prior to his financial services career, he spent eight years at Valley Forge Casino Resort. In addition to his advisory role, Villanueva assists seniors with insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance as a licensed agent. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ objectives and risk profiles.

Brian Fee is a financial advisor at TD Private Client Wealth LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Citizens Securities, Inc., TD Ameritrade Investment Management, LLC, and SCOTTRADE, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm offers portfolio management, financial planning support, and custody services, combining strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Caitlin Ulmer Long is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. She has been with Janney since 2013, working there continuously through its various organizational phases. She serves on the board and programs committee of Northern Children Services, a Philadelphia-based nonprofit focused on child and family development. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $110 billion in client assets. The firm serves a diverse range of clients, providing brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

James Small Jr. is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 1997. 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.

Thomas O’Neill Sr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and possessing 43 years of industry experience. His prior roles include positions at Raymond James & Associates, Inc., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management.

Michael Masterson is a CFA® charterholder with 17 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., where he has worked since 2016. Outside of his advisory role, he is a sole proprietor of a residential rental real estate property. 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 TDIS clients, offering portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third-party sub-managers.

Michael Haas is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at TD Ameritrade and Citizens Securities, INC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, offering portfolio management, financial planning support, and access to a range of investment products through a platform supported by Envestnet and Pershing.

Aaron Arnold is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Arnold has been with Hornor, Townsend & Kent since 2010. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Robert Meyers is a financial advisor at Janney Montgomery Scott with a Series 66 designation and over 10 years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company from 2015 to 2025 before joining Janney Montgomery Scott. 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, as well as charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Andrew Tremblay is a CFA® charterholder with 13 years of industry experience. He currently works at PNC Wealth Management and previously spent over a decade at BlackRock. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and executes investments via mutual funds and ETFs with annual rebalancing.

Andrew Carnevale is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Aberdeen Asset Management, Poplar Forest Capital, and Quasar Distributors. Carnevale is based in Radnor, PA. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Daniel Koven is a financial advisor at TIAA-CREF with the Series 66 designation and four years of industry experience. He previously worked at Guardian Life from 2018 to 2023 and has been with TIAA-CREF since 2024. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model portfolio management and customized portfolios under a fiduciary standard and acts as adviser to a donor-advised fund.

Michael Archer is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds a Series 66 credential and has worked at Janney since 2021, following a decade at Bank of America and Merrill. 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 provides investment advice through a combination of in-house portfolio management, third-party managers, and multiple advisory programs.

Robert Hoey is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2011. Hoey serves as Vice Chairman of the Rowan University Foundation Investment Committee and is a board member of the Rowan Innovation Venture Fund, which invests in early-stage technology and health science opportunities generated by Rowan University affiliates. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients with brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers.

Joseph Roberts is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. He holds a Series 63 designation and has three years of industry experience, including prior roles at Rockefeller Financial LLC, Rockefeller Capital Management, and Zeke Capital Advisors. 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 provides a digital advisory program and managed account solutions and operates as both a broker-dealer and insurance agency.

Laura Fullmer is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA. She holds a Series 63 designation and has 20 years of industry experience, including 17 years with Janney Montgomery Scott. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.