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.

Andrew Wilt is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Lincoln Investment since 2015 and also has a long tenure at Villanova University starting in 2001. Outside of his primary role, he is involved with Heritage Advisory Group, focusing on financial planning activities. Lincoln Investment serves a broad client base including 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 strategies, utilizing both in-house and third-party models overseen by an Investment Management & Research team.

Kaitlin Lepre is a financial advisor at Janney Montgomery Scott with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2018, with prior roles at Merrill, BB&T Securities, and The Vanguard Group. Janney Montgomery Scott 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 including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs that combine in-house and third-party portfolio management.

Marc Roberts is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to mutual funds, ETFs, and separately managed accounts. The firm combines strategic and tactical asset allocation through TD Managed Portfolios and affiliated sub-managers.

Joseph Canevari is a Series 66 licensed financial advisor with TD Private Client Wealth LLC, based in Marlton, NJ. He has 13 years of industry experience, having worked at TD Bank, N.A. and TD Private Client Wealth LLC 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. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, delivering portfolio management, financial planning, custody, and reporting 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 ChFC® with over 41 years of experience in the financial services industry. He is currently with SPC and has held roles at Parkland Securities and M&K Financial Services, among others. Outside of his advisory work, he is involved in officiating track and field and basketball, teaching officiating classes, and serves as president of the Basketball Club of South Jersey. He also holds board positions with a nonprofit supporting employment for visually impaired individuals and a local homeowners association. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers discretionary portfolio management, financial planning, and ERISA-related retirement services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside formal adviser succession and compliance protocols.

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.

David Enos is a financial advisor with Lincoln Investment, holding a Series 66 designation and three years of industry experience. Prior to joining Lincoln Investment, he worked at Capital Analysts. Outside of finance, he has been involved with Yards Brewing Company since 2017 and previously with Schulson Collective. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning and a range of investment programs managed through strategic and dynamic approaches, overseeing approximately $22.9 billion in advisory assets as of the end of 2025.

Jeffrey Reed is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that utilizes algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

James Conner is a financial advisor with Lincoln Investment based in Marlton, NJ, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes long tenures at First Command Financial Services and Advisory Services, and more recent roles at Capital Analysts and Lincoln Investment since 2022. Outside of financial advising, Conner is the founder and president of the Marlton Volleyball Club, where he organizes and coaches youth teams participating in regional tournaments. He also serves on the board of the Kings Grant Open Space Association, contributing to environmental and community decisions. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a significant focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of investment programs using both strategic and tactical approaches, managing a substantial portfolio of advisory assets.

Brian Attard is a financial advisor with TD Private Client Wealth LLC, holding the CFP® and Series 66 credentials and bringing 19 years of industry experience. His prior work includes roles at TD Ameritrade, Charles Schwab, and Scottrade. Outside of his advisory work, he is a part owner and on-air talent for The Sports Box, a social media-based sports talk podcast. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party investments.

Marie Turino is a CFP® and ChFC® with 24 years of experience in the financial services industry. She is currently with Valic Financial Advisors and has prior experience at TIAA-CREF and Agia. Outside of her advisory role, she is an agent involved in 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Karaczun is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 credentials. She has 33 years of industry experience, including prior roles at Next Financial Group, INC and Agia. Outside of advising, she is the owner of an authoring and publishing business, Bountiful Plan LLC, and serves on the advisory board of the MCVTS Finance Academy as well as the board of the Battleground Historical Society. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with options for tax and ESG overlays.

Wayne Jones is a financial advisor at TD Private Client Wealth LLC with 12 years of experience. He holds Series 66 and Series 63 licenses and has worked at firms including Citizens Securities, Clarfeld Financial Advisors, and PNC Investments. 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 TDIS clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

John Kirsch Jr. is a financial advisor with Janney Montgomery Scott in Mt. Laurel, NJ. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 17 years with Janney Montgomery Scott. 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, offering brokerage services, financial planning, consulting, and a variety of advisory programs with a combination of in-house and third-party portfolio management.

Richard Steele is a CFP® with 25 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 2000. He also holds a CPA designation and provides tax return preparation and accounting services through his own practice. Steele is involved in insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight.

John Schu is a CFP® professional working with Lincoln Investment in Marlton, NJ, with 44 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1982. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, model portfolios, and both discretionary and non-discretionary advisory programs, managing approximately $22.9 billion in advisory assets as of the end of 2025.

John Dougherty is a CFP® professional with 33 years of industry experience, currently serving at Janney Montgomery Scott since 2009. He holds Series 63 and Series 65 licenses. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

John Hwang is a financial advisor with Principal Financial Services in Marlton, NJ, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at Principal Securities Inc., Principal Life Insurance Co., Gianni's Group, Canaras Capital, Vibrant Capital, and Crescent Capital Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.