David Zimmerman is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Clearing and Ameriprise. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth clients, utilizing strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Phong Le is a financial advisor with Transamerica Financial Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has also been involved in solar and home improvement sales through his roles with Kinetic Innovations LLC and Sunbright Solar LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pensions, trusts, and charitable organizations, offering a range of advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, providing various managed and non-discretionary program options.

Evan Jurczynski is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill and TD Bank. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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.

Daniel Drabkin is a financial advisor with VALIC Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and bringing 24 years of industry experience. He has been with VALIC Financial Advisors since 2004 and also works with Agia. Outside of his advisory role, he is an investor in franchise businesses that teach coding to children and serves as treasurer and board member for Congregation Sons of Israel, where he leads the finance committee. 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 for portfolio construction.

Christian Fryc is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and three years of industry experience. He has worked at Valic Financial Advisors since 2022 and is also an appointed agent for Agia, selling non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed model portfolios and overlay management.

Carly Mccarty is a financial advisor at Lincoln Investment with 17 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at First Command Advisory Services and First Command Financial Planning. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of services including financial planning, ERISA retirement plan advice, and both advisor-managed and firm-managed model portfolios, employing a mix of strategic and tactical investment approaches.

Mario Dilisciandro is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 2010 and CTC, L.L.C. since 2012. Outside of his advisory work, he serves as Board Chair for both the Mantua Township Municipal Utilities Authority and the Gloucester County Library System. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs a mix of in-house and third-party investment strategies, offering both discretionary and non-discretionary programs and managing assets with strategic and tactical approaches.

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 at Lincoln Investment with one year of industry experience. She holds the Series 66 designation and previously worked in several service roles including as a bartender and at various restaurants. Gabrielle is also involved with Clearpath Wealth Partners as an intern, performing clerical work related to financial investments. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis 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 proprietary research and technology.

Daniel Hernandez is a Certified Financial Planner® (CFP®) with 39 years of industry experience, currently affiliated with Lincoln Investment. He has served as President of the Favorite Harbor Condo Association since 2014, overseeing projects and maintenance. Hernandez operates his Lincoln Investment business under the name Milestone Wealth Management. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services utilizing both in-house and third-party investment strategies overseen by a dedicated Investment Management & Research team.

Jessica De Luca is a financial advisor with Steward Partners Investment Advisory, LLC in Mount Laurel, NJ, holding a Series 66 designation and 12 years of industry experience. She previously worked at Raymond James & Associates for eight years and at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2018. Outside of her advisory work, she co-manages rental real estate with her husband. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Kevin Siclari is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 designations and has a military background as a Senior Master Sergeant in the U.S. Air Force, currently on terminal leave prior to retirement in February 2026. His prior work includes roles at First Command Insurance Services, First Command Advisory Services, and First Command Brokerage Services. 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 various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

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.

Brian Dunn is a financial advisor at PNC Wealth Management with 35 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

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.

Mark Duffy is a financial advisor at Janney Montgomery Scott with 41 years of industry experience and holds a Series 63 designation. He has been with Janney Montgomery Scott since 2009. Duffy serves as a board member of the Haddon Heights Shade Tree Commission, where he is involved in planning and caring for trees in Haddon Heights, NJ. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, consulting, and advisory programs.

Brian Young is a financial advisor with Eagle Strategies (NY Life) in Mt Laurel, NJ, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2004. In addition to his advisory role, Young is active as an insurance broker, appointed with outside carriers for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated structure tied to New York Life.

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 licenses and possessing 18 years of industry experience. His prior work includes roles at National Life Group, AXA Advisors LLC, and Mutual of Omaha. Outside of his advisory role, he is involved in several other business activities, including residential home appraisals and services that assist companies with professional employer organizations, as well as a partnership focused on college funding advice. 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, utilizes third-party asset managers and model portfolios, and manages a mix of discretionary and non-discretionary client programs.