Sean Seese is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Rock & Co LLC, Bank of America, N.A., and Merrill. He is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of Rockefeller Financial. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Adam Kramer is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Jennie Wilber is a CFP® professional at Focus Partners Wealth, LLC with three years of industry experience. She previously worked at The Colony Group, LLC, GYL Financial Synergies, and Hotaling Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach that blends active and passive strategies through fundamental and quantitative analysis within an enhanced open architecture framework.

Michael Shaub is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His career includes roles at Comprehensive Financial Professionals, LPL Financial LLC, TFG Wealth, and Santander Bank. Private Advisor Group serves a wide range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and various managed account solutions through both proprietary and third-party platforms.

Natalie Radebaugh is a financial advisor at Corient in Wayne, PA, holding a Series 65 designation with less than one year of industry experience. Her background includes roles at Benchmark Financial LLC and Core Accounting & Consulting Group, as well as academic positions at the University of Delaware and local schools. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options tailored to client objectives.

Nicholas Romano is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at JPMorgan Chase & Co. and operating Romano & Romano Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Jennifer Burkhardt is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Truist-affiliated firms since 2016, including Truist Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches alongside AI-enabled research tools and inter-affiliate integration.

James Farrell Sr. is a financial advisor at Lincoln Investment with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott and Girard Advisory Services. He serves as President and non-voting member of the Upper Moreland Police Pension Fund, assisting with administrative duties and investment evaluations. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and access to third-party managers.

Mark Ettingoff is a financial advisor at J. W. Cole Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at The Vanguard Group, Inc. Outside of his advisory role, he is an independent freelance musician who occasionally performs professionally. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Sara McGrath is a financial advisor with Lincoln Investment, holding a Series 66 designation and 22 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2012 and previously at Legend Advisory, LLC from 2005 to 2012. Outside of her advisory role, she serves as the Girls Coordinator for Grafton Youth Lacrosse. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using strategic model portfolios and third-party managers, and maintains a strong presence in 403(b) and 457(b) programs.

Richard Suro is a financial advisor at Lincoln Investment with 45 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Lincoln Investment since 2017. He also leads Richard T Suro Associates, Inc., a financial services company he founded in 2001. Outside of advising, he works as a real estate referral agent and conducts insurance product sales. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

Howard Sheckman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Samson Wealth Management Group. He is also an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations through a variety of investment advisory and financial planning services.

Jason O’Meara is a CFP® professional with 11 years of experience in financial advising. He is currently with Mercer Global Advisors Inc., where he has worked since 2020. His prior experience includes roles at SFG Wealth Planning, Prudential Financial Planning Services, and The American College of Financial Services. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Michele Burkholder is a CFP® and ChFC® with 25 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. She has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2013. Burkholder is also involved in life insurance brokerage through her roles with 1847 Financial and The Burkholder Team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing over $8 billion in discretionary assets and providing tailored investment strategies through a combination of in-house and third-party asset management.

Raymond Wiley is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. He 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 individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients through various brokerage, advisory, and asset management programs.

Anthony Lanzone is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2019. Prior to joining Janney, he held positions at the University of Pittsburgh and the Philadelphia Country Club. 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, offering brokerage services, financial planning, consulting, and multiple advisory programs with a combination of in-house and third-party portfolio management.

Aida Gonzalez is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2014. Outside of her advisory role, she serves as Vice President of The National Drifters Incorporated, a social organization that hosts annual fundraising events for academic scholarships. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and various entities, often those connected through TIAA-administered retirement plans. The firm’s advisory model combines point-in-time planning with ongoing portfolio management, offering both model-based and customized investment solutions.

Marc Rapoport is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1996 and holds Series 63 and Series 65 credentials. 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, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Susan Reid is a financial advisor with PNC Wealth Management in Lansdale, PA, holding a Series 66 designation and 25 years of industry experience. She has been with PNC Investments LLC since 2014. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and implements investments with mutual funds and ETFs.

Karis Sherbert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. Prior to joining Commonwealth, Karis worked at Sims Financial Services and Health Insurance Solutions, and earlier in a non-financial role at Starbucks. Outside of advising, Karis has worked as a driver for DoorDash. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by a comprehensive back-office platform.