Michael Ricca Jr. is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Morgan Stanley, BlackRock, JPMorgan Chase & Co., and FS Investment Solutions. 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, offering brokerage services, financial planning, consulting, and multiple advisory programs with both in-house and third-party portfolio management.

Francis Boyle is a financial advisor at Commonwealth Financial Network with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cetera Advisors LLC, Investors Capital Corp., and OSAIC. Boyle also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

Paul Dersch is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and beginning his industry career in 2023. Prior to joining the financial sector, he was involved with South Jersey Wedding Pros and has maintained a long-term association with Our Lady of Guadalupe Parish Shrine. He is also a general partner in Drop Dead Sexy, a business active since 2004. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, utilizing various managed portfolio strategies that include both affiliated and third-party managers. The firm integrates technology platforms such as Envestnet and offers custody services through Pershing.

Michael Cona is a financial advisor at Hightower Advisors with 24 years of industry experience. He has worked with Hightower Advisors and HighTower Securities since 2017 and previously held positions at Bank of America and Merrill. Outside of advising, he serves as a trustee for the Sturbridge Woods Swim Club, a community swim organization in New Jersey, where he helps oversee operations and fundraising. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Nicholas Saunders is a financial advisor at Centaurus Financial, Inc. with 47 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Centaurus Financial since 2018, with prior experience at Cetera and Summit Brokerage Services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a variety of investment approaches.

Christy Barilotti is a CFP® with 25 years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has operated her own firms, Barilotti Wealth Strategies LLC and Barilotti Wealth Strategies & Insurance Solutions, LLC, since 2008 and 2014 respectively, and has longstanding ties to New York Life Insurance Company and NYLIFE Securities LLC. Outside of her advisory work, she serves on the Campaign Executive Committee for Ursinus College, volunteers with a mentorship program at Liguori Academy, participates on the U-Imagine Center Advisory Council, and owns Freedom and Clarity, LLC, which holds a patent and license for a cell phone device. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides a range of financial planning and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of its assets on a non-discretionary basis within the integrated New York Life structure.

Joseph Yocavitch is a financial advisor at Integrity Alliance, LLC with 41 years of industry experience. He holds a Series 63 designation and has worked previously with Guardian Life Insurance Co. and Park Ave Securities. Outside of advising, he provides continuing education credits to CPAs and is an author of client-focused financial books. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a variety of portfolio management approaches and custodial platforms.

Jean Barberio is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 designations and has worked at firms including GWFS Equities Inc., Advised Assets Group, Park Avenue Securities, Guardian Life Insurance Company, and Hanlon Investment Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and client savings rates.

Lance Leimberg is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2016. His prior experience includes roles at LPL Financial, Osaic FA, Inc., and Ameriprise. Integrated Wealth Concepts LLC is an enterprise firm that provides discretionary investment management, financial planning, family office, and retirement plan advisory services through a network of independent advisors. The firm constructs customized portfolios using mutual funds, ETFs, individual equities, and fixed income, employing a primarily long-term investment approach and overseeing third-party asset managers while maintaining client assets with external custodians.

Eric Ciarelli is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Ameritas Investment Corp. since 2003 and Financial Capital Group LLC since 2002, where he is also licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based management of variable annuity and life subaccounts, and utilizes multiple platforms and third-party tools to support portfolio management and advisory services.

Dina Hartnett is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. She holds the ChFC® designation and Series 63 license. Hartnett has also been involved with Barilotti Wealth Strategies & Insurance Solutions, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Cyndy Toscano is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank, N.A. since 2015. 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 investors. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Dante Gazzola is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and two years of industry experience. He has worked at TD Bank N.A. and Equitable Advisors, and has held roles outside finance including positions at Woodcrest Country Club and Sunlight Care, LLC. Dante also spent four years at Wilkes University and Cherry Hill East High School. 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 constructs portfolios combining strategic and tactical asset allocation, utilizing both affiliated and third-party managers, and offers financial planning support along with custody and reporting services.

Derrick Schemmel is a financial advisor at Hightower Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Clarity Point Financial Partners, Radian Group, and Morgan Stanley. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and financial planning.

Clark Tatum is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 63 and Series 65 credentials. He has 33 years of industry experience, including 14 years at Legend Equities Corporation before joining Lincoln Investment in 2017. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and operates with an in-house Investment Management & Research team that supports both discretionary and non-discretionary client relationships.

Matthew Purzycki is a CFP® with 32 years of experience in the financial industry. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2002. Outside of his advisory role, he provides tax preparation services and serves as a trustee of Liberti Church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and wholly owned by The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory services, utilizing both proprietary and third-party strategies.

Winifred Robinson is a financial advisor at Janney Montgomery Scott with 42 years of industry experience, including 36 years at her current firm. She holds the Series 63 and Series 65 designations. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and advisory programs supported by a mix of in-house and third-party portfolio management.

Jerrin Palathinkal is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also involved with World Financial Group, Inc. since 2012. Outside of advising, he owns Palathinkal Services, a tax-related business. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Michael Swallow is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 24 years of industry experience. His prior roles include positions at BB&T Securities and LPL Financial. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and AI-enabled research tools.

Steve Leming is a financial advisor at TD Private Client Wealth LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Radcliffe Capital, Foreside Fund Services, LLC, and Penn Capital Management Company, Inc. He is currently based in Marlton, NJ. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody through third-party custodians.