Michael Cona is a financial advisor at Hightower Advisors with 24 years of industry experience. He has worked with Hightower Advisors and HighTower Securities since 2017 and previously held positions at Bank of America and Merrill. Outside of advising, he serves as a trustee for the Sturbridge Woods Swim Club, a community swim organization in New Jersey, where he helps oversee operations and fundraising. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Nicholas Saunders is a financial advisor at Centaurus Financial, Inc. with 47 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Centaurus Financial since 2018, with prior experience at Cetera and Summit Brokerage Services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a variety of investment approaches.

Dylan Sheehan is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A. since 2022. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning support, and custody services through a technology platform.

Christy Barilotti is a CFP® with 25 years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has operated her own firms, Barilotti Wealth Strategies LLC and Barilotti Wealth Strategies & Insurance Solutions, LLC, since 2008 and 2014 respectively, and has longstanding ties to New York Life Insurance Company and NYLIFE Securities LLC. Outside of her advisory work, she serves on the Campaign Executive Committee for Ursinus College, volunteers with a mentorship program at Liguori Academy, participates on the U-Imagine Center Advisory Council, and owns Freedom and Clarity, LLC, which holds a patent and license for a cell phone device. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides a range of financial planning and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of its assets on a non-discretionary basis within the integrated New York Life structure.

Scott Spangenberg is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Logan Circle Partners/MetLife Investment Securities, MML Investors Services, and MassMutual Life Insurance. 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, and institutional clients, and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party asset management.

Joseph Yocavitch is a financial advisor at Integrity Alliance, LLC with 41 years of industry experience. He holds a Series 63 designation and has worked previously with Guardian Life Insurance Co. and Park Ave Securities. Outside of advising, he provides continuing education credits to CPAs and is an author of client-focused financial books. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a variety of portfolio management approaches and custodial platforms.

Jean Barberio is a financial advisor with Empower Advisory Group, holding Series 66, Series 63, and Series 65 designations and 14 years of industry experience. His work history includes roles at GWFS Equities, Advised Assets Group, Park Avenue Securities, Guardian Life Insurance Company, Thrive Financial Services, Northern Lights Distributors, Hanlon Investment Management, and Ameriprise. 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 clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Lance Leimberg is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2016. His prior experience includes roles at LPL Financial, Osaic FA, Inc., and Ameriprise. Integrated Wealth Concepts LLC is an enterprise firm that provides discretionary investment management, financial planning, family office, and retirement plan advisory services through a network of independent advisors. The firm constructs customized portfolios using mutual funds, ETFs, individual equities, and fixed income, employing a primarily long-term investment approach and overseeing third-party asset managers while maintaining client assets with external custodians.

Eric Ciarelli is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been associated with Ameritas Investment Corp. since 2003 and Financial Capital Group LLC since 2002. In addition to his advisory work, he is a licensed independent insurance agent authorized to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Robert Boswell is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and has 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equity Services Inc. and National Life Group since 2002. Outside of his advisory role, Boswell is involved as an insurance agent with Evolution Financial Group and a partner and insurance agent at Azenith Financial Group. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Dina Hartnett is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. She holds the ChFC® designation and Series 63 license. Hartnett has also been involved with Barilotti Wealth Strategies & Insurance Solutions, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Cyndy Toscano is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with TD Private Client Wealth LLC and 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 investors. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Dante Gazzola is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and two years of industry experience. He has worked at TD Bank N.A. and Equitable Advisors, and has held roles outside finance including positions at Woodcrest Country Club and Sunlight Care, LLC. Dante also spent four years at Wilkes University and Cherry Hill East High School. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios combining strategic and tactical asset allocation, utilizing both affiliated and third-party managers, and offers financial planning support along with custody and reporting services.

Derrick Schemmel is a financial advisor at Hightower Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Clarity Point Financial Partners, Radian Group, and Morgan Stanley. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and financial planning.

Clark Tatum is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 63 and Series 65 credentials. He has 33 years of industry experience, including 14 years at Legend Equities Corporation before joining Lincoln Investment in 2017. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and operates with an in-house Investment Management & Research team that supports both discretionary and non-discretionary client relationships.

Lillian Gardosh is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc., based in Mount Laurel, NJ. She has three years of industry experience and has worked with Bankers Life Securities, Inc. since 2021. Prior to her financial services career, she held various roles in the salon industry. In addition to her advisory work, she is appointed as an agent with Bankers Life and Casualty Company, where she sells medical and life insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Matthew Purzycki is a CFP®-designated financial advisor with 32 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2002. In addition to his advisory role, he provides tax preparation services and serves as a trustee of Liberti Church. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides tailored client relationships through various proprietary and third-party platforms.

Desiree Reil is a financial advisor with Transamerica Retirement Advisors, LLC and holds Series 63 and Series 65 licenses. She has 29 years of industry experience, including prior roles at Raymond James & Associates and Valic Financial Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education programs that emphasize asset allocation, contribution rates, and retirement timing. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, operating at scale with over 212,000 clients and 301 advisors.

James Catanese is a financial advisor with Commonwealth Financial Network in Springfield, PA, holding Series 63 and Series 66 licenses and with 41 years of experience in the industry. He has been with Commonwealth since 2000. Catanese is also involved in fixed insurance sales as an agent and is the sole owner of Keybridge Financial, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.