Brian Walsh is a financial advisor at Oppenheimer with 46 years of industry experience. He has been with Oppenheimer since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an investor in a soft pretzel franchise system, though he is not involved in its operations. Oppenheimer serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles with a wide range of programs that include asset management, consulting, retirement services, and financial planning. The firm manages both discretionary and non-discretionary accounts, offering services across equity, balanced, and fixed-income portfolios with a focus on asset allocation and manager selection.

Ramona Santos is a CFP® with 26 years of experience in the financial services industry. She has worked at Integrated Wealth Concepts LLC since 2019 and previously held roles at LPL Financial and DaVinci Financial Designs, LLC. Santos operates from Marlton, NJ. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Mark Shapiro is a financial advisor with Janney Montgomery Scott and holds Series 63 and Series 66 credentials. He has 34 years of industry experience, including 24 years at Janney. Outside of his advisory work, he coordinates and coaches the township youth U18 high school soccer league through the Marlton Recreation Council. 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 with brokerage services, financial planning, and advisory programs that combine in-house portfolio management and third-party managers.

Perry Sutton is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and 17 years of industry experience. His career includes roles at WSFS Wealth Investments, Commonwealth Financial Network, Citizens Securities, and Morgan Stanley. He is based in Marlton, NJ. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate services.

Christine Stefanski is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 18 years of industry experience. She has been with Janney Montgomery Scott since 2013. 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 municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Jessica Squadroni is a financial advisor with Eagle Strategies (NY Life) based in Philadelphia, PA, holding a Series 66 license and three years of industry experience. She has worked with Eagle Strategies since 2023 and has prior experience at NYLIFE Securities LLC and Barilotti Wealth Strategies. Before entering the financial services industry, she spent five years with IBEW Local Union 98. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides a range of advisory services through multiple program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Jacob Goss is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 credential and two years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank since 2023, with prior experience including roles at Cabrini University and Culture Finders Inc. 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, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

David Robb is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he co-manages an apartment rental with his spouse. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary investment approaches.

Christian Faino is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his role, he partners with clients to develop comprehensive financial plans tailored to their unique goals, ensuring that their money is aligned with their long-term objectives. Prior to his current position, Christian worked as an Investment Consultant at Fidelity Investments from 2020 to 2022. Christian's professional experience includes nearly a decade at Delaware Investments as an Advisor Consultant from 2012 to 2020, and earlier as a Practice Management Consultant at BlackRock Investment Management from 2007 to 2012. His career reflects a focus on providing financial guidance and support across various facets of investment management. Outside of his professional work, Christian enjoys activities such as baseball, beach outings, biking, family activities, golf, and skiing.

Jack Paolini is a financial advisor at Independent Advisor Alliance, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Paolini Financial Group, and several businesses outside finance, including Josie Kellys Public House and Aloha Soft Serve. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing a network model and various portfolio management strategies.

Adam Cohler is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and three years of industry experience. He has worked at multiple firms including Cohler Law Firm, Cohler Financial Associates, and the New Jersey Office of the Public Defender. Cohler serves as a board trustee member of the Camden County Bar Association outside of his financial advisory role. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and estates. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and supports its advisors through limited-partnership ownership and structured transition assistance.

Gerald Jevic is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services, including discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios, with a noted emphasis on custody of client assets and a significant portion of non-discretionary advisory assets.

Paul Marinis is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and previously worked at FS Investments for seven years and Bloomberg LP for seven years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Benjamin Greenlee is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and First Command Financial Services. Outside of his advisory work, Greenlee serves as a Brigade Observer/Controller in the United States Army Reserves and co-owns and operates a childcare center, Lightbridge Academy of Durham. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and retirement plans. The firm offers portfolio management, financial planning, and a variety of advisory programs through discretionary accounts, model portfolios, and third-party sub-advisers.

Steven Forrest Jr. is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A., and Merrill. In addition to his advisory role, he serves as a Company Commander in the New Jersey Army National Guard, leading a 140-member unit. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering a range of financial planning and portfolio management services through various program structures emphasizing non-discretionary recommendations.

Kenneth Smeland is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and five years of industry experience. His career includes time at Investors Bank and TD Bank N.A., with continuous service at TD Private Client Wealth LLC since 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm emphasizes strategic and tactical asset allocation through various managed portfolios and integrates both affiliated and third-party sub-managers in its investment approach.

Samuel Mathew is a CFP® with 37 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent for over 30 years. In addition to his advisory role, he owns and operates Mathew Capital Management, a life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a comprehensive platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Craig Tocci is a financial advisor at PNC Wealth Management in Shamong, NJ, with five years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors LLC, APL LLC, and XPO Logistics. Outside of his advisory work, he has ownership in a non-investment related rental business. 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 discretionary model portfolios managed by PNC or third-party strategists.

Peter Colicchia is a financial advisor with United Planners Financial Services of America and holds Series 65 and Series 66 credentials. He has nine years of industry experience, having previously worked at firms including Allianz Global Investors and Baron Capital. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based solutions through a network of independent advisors.

Giana D'alessandro is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Prior to her advisory career, she was employed at Monmouth University for five years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and models to provide personalized portfolio construction and ongoing oversight.