Paul Dersch is a financial advisor at TD Private Client Wealth LLC with a Series 66 credential. Although he has no prior industry experience, his background includes roles at TD Bank N.A. since 2023 and leadership experience with South Jersey Wedding Pros. He is also involved in a long-standing general partnership, Drop Dead Sexy, since 2004 and has a history of community involvement with Our Lady of Guadalupe Parish Shrine. TD Private Client Wealth LLC serves institutional clients, high-net-worth private clients, and retail clients through discretionary wrap-fee managed accounts and brokerage services. The firm offers portfolio management, financial planning support, and utilizes both affiliated and third-party sub-managers within their investment strategies.

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.

Serena Mao is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience and a Series 66 designation. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Boyds Philadelphia. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a range of portfolio management options, financial planning, and retirement consulting services, employing multiple analytical approaches and acting as a fiduciary when engaging clients under written advisory agreements.

Dylan Sheehan is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A. since 2022. 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 with investments from affiliated and third-party managers, offering portfolio management, financial planning support, and custody services through a technology platform.

Virginia Harriett is a CFP®-certified financial advisor with Lincoln Investment in Marlton, NJ, bringing 44 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1983. Outside of her advisory role, she serves as chair of her church’s administrative council and is a member of a local professional group where she contributes to continuing education programming and ethics presentations for CFP professionals. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor- and firm-managed investment programs, utilizing a combination of strategic and tactical asset management approaches.

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.

Amy Begnaud is a CFP® professional with 12 years of industry experience. She has been with Janney Montgomery Scott since 2020 and previously worked at Bank of America and Merrill from 2014 to 2020. 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 charitable organizations, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Damion Morrison is a financial advisor with PNC Wealth Management, holding a Series 66 designation and bringing 20 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering available by invitation to employees. The program uses algorithm-driven risk assessments to select approved model strategies managed by PNC or third-party strategists and invests via mutual funds and ETFs with annual rebalancing.

Eric Ciarelli is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been associated with Ameritas Investment Corp. and Financial Capital Group LLC since 2003 and 2002, respectively. Ciarelli is also a licensed independent insurance agent specializing in fixed insurance products through Financial Capital Group LLC. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs, utilizing both in-house and third-party investment solutions.

Kevin Feuer is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Valic Financial Advisors since 2000 and also serves as an agent for Agia, where he is involved with non-securities insurance products. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

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 and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including 14 years at Legend Equities Corporation before joining Lincoln Investment in 2017. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice services, utilizing both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Frank Violante is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Lincoln Investment since 2018 and previously spent a decade with Wells Fargo Clearing and Wells Fargo Advisors LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisory programs, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Brendan Gertz is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and beginning his career in 2025. Prior to joining Valic, he worked with Automated Data Processing Inc. and was involved with Lehigh Valley Phantoms Youth. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Lillian Gardosh is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc., based in Mount Laurel, NJ. She has three years of industry experience and has worked with Bankers Life Securities, Inc. since 2021. Prior to her financial services career, she held various roles in the salon industry. In addition to her advisory work, she is appointed as an agent with Bankers Life and Casualty Company, where she sells medical and life insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Sayke Reilley is a financial advisor at Oppenheimer with 28 years of industry experience. He has held Series 63, 65, and 66 licenses and has been with Oppenheimer since 2015. Outside of his advisory role, he is involved in local community affairs in Mount Holly, NJ, including serving in an urban economic zone capacity. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm combines strategic and tactical asset allocation with various fee structures and manages approximately $36.7 billion in assets as of the end of 2025.

Desiree Reil is a financial advisor with Transamerica Retirement Advisors, LLC and holds Series 63 and Series 65 licenses. She has 29 years of industry experience, including prior roles at Raymond James & Associates and Valic Financial Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education programs that emphasize asset allocation, contribution rates, and retirement timing. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, operating at scale with over 212,000 clients and 301 advisors.