Anthony De Gerolamo is a CFP® professional with 32 years of industry experience currently affiliated with Equity Services, Inc. He has held positions at firms including National Life Group, Allstate Insurance Co, and LPL Financial. He also owns and operates DeGerolamo Financial Strategies. De Gerolamo serves on the membership committee of Riverton Country Club. Equity Services, Inc., doing business as ESI Financial Advisors, 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, combining long-term strategies with options for shorter-term trading, and utilizes third-party asset managers and model portfolios.

Michael Pomerantz is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has been a partner at Backal Pomerantz Wealth Management since 1997. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with both fee-based and commission-based options, and its network of 477 advisors provides financial planning, portfolio management, retirement plan services, and brokerage solutions.

Viet Nguyen is a financial advisor at TIAA-CREF with 13 years of industry experience. He has held roles at TIAA-CREF since 2017 and previously worked at Citizens Securities, Inc. and RBS Citizens Financial Group. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers a range of advisory services, including customized portfolios managed under client-approved investment policy statements, and operates within a vertically integrated group that serves as adviser to a donor-advised fund.

Manuel Santiago III is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with NYLIFE Securities LLC since 2012 and New York Life Insurance since 2009. In addition to his advisory role, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Emily Mulligan is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She has previously worked at Lane Hipple Wealth Management Group and Lane and Associates LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investment process and uses an open-architecture approach to asset allocation and manager due diligence.

Michael Cohler is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with United Planners Financial Services of America for over 30 years and also manages Cohler Financial Associates, a marketing entity. Since 2019, he has served as a FINRA arbitrator. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and atypical institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through its network of 477 independent advisors.

Donna Ewing is a financial advisor at PNC Wealth Management in Cherry Hill, NJ, holding a Series 66 designation with 14 years of industry experience. She has been with PNC Investments LLC since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and third-party model management for investment implementation.

Mark Milewski is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Citizens Bank, CCO Investments, Santander Securities, and Agia, where he is also involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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.

John Pinto is a financial advisor at PNC Wealth Management with 25 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Cole Gregan is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, BNY Mellon Securities Corporation, and Merrill. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of proprietary and third-party investment strategies and platforms, managing approximately $15 billion in regulatory assets under management.

Brett Young is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Valic, he has held roles at Agia, OceanFirst Bank, and has worked as a lifeguard at MBG Management for a private beach club. He is also appointed as an agent to sell non-securities insurance products for Agia. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Michael Toscano is a financial advisor at Lincoln Investment with eight years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and the William R. Mints Agency. He holds Series 63 and Series 65 licenses. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, focusing on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of model portfolio programs, utilizing both strategic and tactical investment approaches overseen by its Investment Management & Research team.

Danielle Margulis is a CFP® professional with 17 years of industry experience. She is currently with Hightower Advisors, where she has worked since 2023, following prior roles at Meyer Capital Group and Pennsylvania Capital Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Thomas Mchale is a financial advisor at PNC Wealth Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2004. Outside of his advisory role, he serves as Vice Chair of the Board of Trustees for the Moorestown Theater Company and has worked as a bookkeeper for Pie Lady Cafe LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Alexis Farabaugh is a financial advisor at First Command Advisory Services with one year of industry experience. Alexis holds Series 65 and Series 63 licenses and has worked with various entities within the First Command organization since 2021. Prior to joining First Command, Alexis held roles outside the financial industry including positions at Target and MCCS. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers using a curated selection of model portfolios and third-party managers.

Michael Murray is a financial advisor at TD Private Client Wealth LLC with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Horace Mann Companies, Merrill, and Foresters Financial. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth clients, providing ongoing portfolio management, financial planning support, and custody services through a combination of affiliated and third-party investment managers.

Stephen Smith is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Equity Services Inc. and National Life Group since 2018 and previously at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in insurance sales under the DBA Evolution Financial Group and owns a social media lead generation business targeting the automotive industry. Equity Services, Inc., doing business as ESI Financial Advisors, 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 that incorporate third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and specialized instruments.

Jerome Gregory is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes roles at Agia and Allstate Financial Services. Outside of financial advising, he provides customer support for an IT services provider serving small and medium-sized businesses. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and employs a centralized technology model to support a large client base managed by over 1,200 advisors.

Christian De Lorenzo is a CFP® affiliated with Hightower Advisors, based in Marlton, NJ, with one year of industry experience. Prior to joining Hightower, he worked at Meyer Capital Group and has been a licensed real estate agent with RE/MAX of Princeton. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions that include both affiliated and third-party managers.

Zachary Rhoda is a financial advisor at Lincoln Investment with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Clearpath Wealth Partners and Rev.com, as well as positions in education and public library services. Lincoln Investment serves individuals, charitable organizations, 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 investment management services, utilizing both strategic and tactical approaches supported by an Investment Management & Research team.