John Watson is a CFP® and ChFC® affiliated with TD Private Client Wealth LLC, with 27 years of experience in the financial industry. He has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2014. TD Private Client Wealth LLC offers discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios and provides ongoing portfolio management, financial planning support, and custody services.

Paul Clemente is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Raymond James & Associates, Primerica Secure, and Boenning & Scattergood, Inc. Clemente has worked at Oppenheimer since 2022. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary services.

Daniel Kiefer is a financial advisor with TD Private Client Wealth LLC, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. His work history includes roles at TD Bank N.A., Cetera Advisor Networks LLC, UPS, Summit Financial Group, Inc., and Summit Brokerage 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 customers. The firm utilizes a blend of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering portfolio management, financial planning, and custody services through established technology and custodian platforms.

Carly Mccarty is a financial advisor at Lincoln Investment with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including First Command Advisory Services and PNC Wealth Management. Carly also holds a role as a licensed associate at Heritage Advisory Group. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management with model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model.

Alan Cohen is an investment advisor representative with Concurrent Investment Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior work includes roles at Wells Fargo Advisors, RBC Capital Markets, and Morgan Stanley. In addition to advisory services, he provides fixed insurance advice based on client needs. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Brian Buchanan is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hightower and its affiliated entities since 2017. His prior experience includes roles at Bank of America and Merrill. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing.

Gabrielle Carbonara is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and one year of industry experience. Before joining Lincoln Investment, she held various roles in the hospitality industry and has worked as an intern at Clearpath Wealth Partners. She also occasionally works as a bartender at Brothers Bar and Grill. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and corporate and retirement plan clients. The firm offers comprehensive financial planning, advisor-led consulting, and portfolio management, supported by an in-house Investment Management & Research team and access to third-party managers.

Anthony Pell is a financial advisor at Oppenheimer with 24 years of industry experience. He has been with Oppenheimer since 2013 and previously worked at Morgan Stanley for two years. He holds the Series 66 designation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Paul Wampler is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He has been with Janney Montgomery Scott since 2008. He holds Series 63 and Series 65 licenses. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various wrap/advisory programs.

Paul Koenig Jr. is a CFP® and ChFC® with 19 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2016 and also maintains an affiliation with LPL Financial over the same period. His prior experience includes roles at Osaic FA, Inc. and Ameriprise. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, building customized portfolios with a long-term approach using mutual funds, ETFs, equities, and fixed income.

Michael Niroda Jr is a financial advisor with TD Private Client Wealth LLC based in Marlton, NJ. He holds Series 63 and Series 66 credentials and has 10 years of industry experience. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, and Citizens Bank. 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 offers portfolio management, financial planning support, and custody services, employing a combination of affiliated and third-party sub-managers within its strategic and tactical asset allocation frameworks.

Tiffany Hutchins is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked with TD Bank N.A. since 2012. 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 uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Thomas Delaney is a financial advisor with TIAA-CREF, holding a Series 66 designation and over 21 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and manages donor-advised funds.

Brian Weyman is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Marlton, NJ, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior work includes roles at National Life Group, AXA Advisors LLC, and Mutual of Omaha Investor Services. Outside of his advisory work, he is involved in entrepreneurial ventures including home appraisals and college funding coaching. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading, and operates with both discretionary and non-discretionary client programs.

Christopher House is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Creative Planning since 2016. He holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Michael Howley is a CFP® with 24 years of industry experience, currently serving at Hightower Advisors since 2023. Prior to joining Hightower, he spent 21 years at Meyer Capital Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of investment vehicles.

Douglass Ergood, Jr is a Series 66-licensed financial advisor at Janney Montgomery Scott with two years of industry experience. His background includes roles at the University of North Carolina at Charlotte and Chapel Hill prior to joining Janney. 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 municipal clients, offering a range of brokerage, financial planning, and advisory services.

Paul Dilouie is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at TD Private Client Wealth LLC. He has worked at Private Client Wealth LLC and TD Bank N.A. since 2018 and previously spent six years at PNC Financial. 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, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Robert Delambily Jr. is a financial advisor with SPC, holding the ChFC® designation and Series 63 and 66 licenses, with 42 years of industry experience. He has worked at Parkland Securities since 2014 and has longstanding roles at M&K Financial Services and Minnesota Life beginning in 1993. Outside of finance, he officiates track and field and basketball events, teaches officiating classes, and serves as president of the Basketball Club of South Jersey. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, discretionary advice through various account programs and maintains strategic partnerships with broker-dealers, insurance agencies, and third-party advisers.

Trevor Wampler is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 18 years of industry experience. He has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he coaches junior high boys basketball at Gloucester County Christian School and serves as a lay pastor and Bible teacher at Joy Community Fellowship of Williamstown Church. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.