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.

Chad Kinney is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill from 2009 to 2022 and Morgan Stanley from 2022 to 2024 before joining Empower in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model is closely tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

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.

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.

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.

Cheryl Rowan is a financial advisor at Rockefeller Financial LLC with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Merrill for 32 years and Bank of America, N.A. for 2 years. Rowan has been with Rockefeller Financial since 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to provide discretionary, non-discretionary, and model-based portfolio management solutions, along with broker-dealer services and placement of alternative investment vehicles.

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.

Michael Wilkens is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at BHHS Fox & Roach and Agia. Outside of his advisory work, he is an owner and landlord managing rental properties. 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 UMA models with options for tax and ESG overlays.

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.

Matthew Welch is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven, online discretionary model account available to select employees. The firm’s approach uses approved model strategies managed by PNC or third-party strategists, with automated portfolio implementation and annual rebalancing.

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.

Surajit Ghosh is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley for 14 years, followed by The Goodkind Group before joining Rockefeller Capital Management and Rockefeller Financial LLC. 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities including securities transactions, variable insurance products, placement, and investment banking services.

Charles Lo Cicero is a financial advisor at Citizens Securities, Inc. in Mount Laurel, NJ, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, The Prudential Insurance Company of America, The Vanguard Group, and Tapfin/EY. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program that utilizes proprietary algorithms for ETF-based portfolios, in addition to a Managed Account program and commission-based brokerage services.

Raymond Calvano Jr. is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including AET Investment Services, Dynamic Capital Investments, Cross Current Capital, and AXA. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house and third-party portfolio management across various platforms.

Samantha Mc Kee is a CFP® professional with Series 66 licensure and four years of industry experience. She currently works at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. Her previous experience includes roles at CURO Wealth Management and entrepreneurial ventures in the food service sector. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent advisers who employ a range of investment strategies and serves clients through discretionary and non-discretionary managed accounts, utilizing multiple custodial platforms and 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.

James Bartolomei Jr. is a financial advisor with Eagle Strategies (NY Life) in Mt. Laurel, NJ, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been associated with Eagle Strategies since 2021 and has prior experience at Nylife Securities LLC and New York Life Insurance Company since 2013. Outside of his advisory role, he works as an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.