Philip Sacco is a financial advisor at PNC Wealth Management with 21 years of industry experience. He has been with PNC since 2009 and holds the Series 66 designation. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account pilot. The firm uses algorithmic tools to recommend investment strategies managed and executed via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third parties.

John Boscarelli is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services and JRB Wealth Management, which he owns. In addition to his advisory work, he is involved in tax preparation and accounting through his CPA firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Ghazal Eghbali Afshar is a CFP®-certified financial advisor with Janney Montgomery Scott, bringing 10 years of industry experience. She has been with Janney since 2015. 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 plans, charitable organizations, and municipalities, offering a range of brokerage services, financial planning, and advisory programs.

Arnold Rosenbaum is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 66 credentials and possessing 56 years of industry experience. His career includes long-term tenures at both Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Christine Lindsay is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2012. She holds the Series 66 designation and is based in Yardley, PA. 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, 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.

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.

Dana Byquist is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. She has been with Commonwealth and Triad Financial Group since 2019 and previously worked at Principia College. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, technology, and operational support, with discretionary model portfolios managed by its Investment Management and Research team.

Mary Ann Lazzaro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at JRB Wealth Management since 2019 and previously spent seven years with Ameriprise Financial Services. Outside of her advisory role, she is president and owner of Lazzaro Financial Services, Inc., which offers tax preparation, accounting, and financial advice services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, along with operations, trading, technology, and compliance support to affiliated advisors.

Komal Desai is a financial advisor with Steward Partners Investment Advisory, LLC and holds the Series 66 designation. She has 18 years of industry experience, including 18 years at Merrill before joining Steward Partners in 2023. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Jovani Rivera is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including J.P. Morgan Securities, Prudential Investment Management Services, and AIG. Rivera is based in North Brunswick, NJ. 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 retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Abraham Strum is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a decade. Outside of his advisory role, he is an owner of seasonal rental properties in Old Orchard Beach, Maine. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Timothy Gormley is a CFP® professional with over 31 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2018 and spent 11 years at Stifel prior to that. 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, charitable organizations, and municipalities, offering financial planning, brokerage services, consulting, and various advisory programs.

Cheryl Rowan is a financial advisor at Rockefeller Financial LLC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 32 years and Bank of America for 2 years before joining Rockefeller Financial in 2019. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and distinguishes itself through its recapitalized ownership structure and the Rockefeller Global Family Office platform.

Anthony Mejia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to define their financial goals and develop portfolio strategies aimed at pursuing those objectives. Anthony provides ongoing advice and adjusts client portfolios as their situations evolve. He has expertise in general investing, retirement planning, and saving for unexpected events. Anthony takes a personalized approach by getting to know clients and understanding what is important to them to create tailored financial strategies. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Anthony holds a High School Diploma/GED from Raritan Valley Community College.

Theresa Stevens is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney in various capacities since 1993. Janney Montgomery Scott LLC is a 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 through a combination of in-house and third-party portfolio management.

Surajit Ghosh is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 14 years and The Goodkind Group for one year before joining Rockefeller in 2024. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, access to alternative and private investments, and a designated Private Advisor model to implement tailored investment strategies.

Michael Avenoso is a financial advisor with TD Private Client Wealth LLC in Princeton, NJ, holding Series 63 and Series 65 licenses and having six years of industry experience. He has been with TD Private Client Wealth LLC since 2021 and has been associated with 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 clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of affiliated and third-party sub-managers and employs a cross-border Private Investment Advisor model for certain U.S. clients.

Steven Mekler is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Oppenheimer since 2010. He serves as a board member of the James Madison High School Alumni Association. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation and a variety of investment strategies tailored to client objectives.

Gonzalo Maldonado is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2019, following nine years at TD Bank N.A. prior to that. 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 clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, providing ongoing portfolio management, financial planning support, and custody services.

Amanda Virella is a Series 66-licensed financial advisor with four years of experience at TD Private Client Wealth LLC and TD Bank N.A. She previously worked at PNC Private Bank and Oppenheimer and Co. Inc. Among her prior roles, she has experience outside the financial industry at firms including Ultra Chemical and Alliance Pest Services. 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 clients. The firm employs strategic and tactical asset allocation across portfolios that include affiliated and third-party investments, offering financial planning, custody, and reporting services through third-party custodians.