Robert Schimeneck is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 65, 66, and 63 licenses and 19 years of industry experience. His prior roles include positions at Oceanview Life Insurance Company, Key City Capital, J. Alden Associates, and DLP Capital Advisors. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of representatives.

Susan Marino is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Van Eck Associates Corporation and Van Eck Securities Corporation for 11 years before joining Lincoln Investment in 2020. 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 financial planning, retirement plan advice, and a range of managed portfolio programs, employing both strategic and tactical investment approaches overseen by its Investment Management & Research team.

Nicholas Pierson is a financial advisor at TD Private Client Wealth LLC with a Series 66 credential and two years of industry experience. His prior roles include positions at Cetera, Diamond State Financial Group, and Rowan University, among others. Outside of finance, he has been involved with the Gloucester Township Recreation Department. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct portfolios, providing ongoing portfolio management and financial planning support.

Sean Lore is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including National Life Group, Citizens Securities, Inc., and PNC Investments LLC. Outside of his advisory role, he is also an insurance agent with Evolution Financial Group. Equity Services, Inc., operating 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, utilizes third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Stephen Mc Entee is a financial advisor at Lincoln Investment with four years of industry experience and holds the Series 66 designation. His work history includes roles at Capital Analysts, Milestone Wealth Management, and Lincoln Investment since 2022. 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 employs both strategic and dynamic investment approaches, managing about $22.9 billion in advisory assets as of December 31, 2025.

Gregory Mikolajczak is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 1999. Outside of his advisory role, he has been involved with Flyer's Skate Zone for over two decades and has a long tenure at Camden County College. 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 financial planning, ERISA retirement plan advice, and a range of advisor-managed and firm-managed portfolios, employing both strategic and tactical investment approaches.

Michele Gravlin is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and bringing 31 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1995. 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 financial planning, retirement plan advice, and a variety of investment programs managed through both in-house and third-party strategies overseen by an Investment Management & Research team.

Keith Herman is a Series 66-registered financial advisor with 20 years of industry experience. He has been with United Planners' Financial Services of America since 2017 and previously worked at Summit Brokerage Services. Outside of his advisory role, he is a partner in Haddon Advisory Group, a non-investment-related partnership. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Barbara Headley is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. She has 38 years of industry experience, including prior roles at Cetera Advisors LLC and Investors Capital Corp. Outside of advising, she serves as secretary and site manager for the Willow Ridge Executive Office Park Owners Association in Marlton, NJ. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operations, technology, investment management, and compliance support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Matthew Dansker is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Lincoln Investment since 2014. Lincoln Investment serves individuals—including high-net-worth clients—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, retirement plan advice, and a variety of advisor-managed and firm-managed investment programs employing both strategic and tactical approaches.

Thomas Lane Jr. is a CFP® and ChFC® with 23 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has operated Lane & Associates, LLC doing business as Lane Hipple Wealth Management Group since 2015. Lane is also a licensed insurance agent, dedicating part of his time to insurance sales and account servicing. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a Partner-led team structure with a centralized Investments Department and an open-architecture approach to asset allocation and manager due diligence.

Michael Sharp is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

John Torrence is a financial advisor at Farther with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Masso Torrence Wealth Management Inc. and Commonwealth Financial Network. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs Modern Portfolio Theory in its investment approach, using proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, equities, fixed income, and independent managers.

Garrett Mayhart is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 65 and Series 63 licenses and possessing seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm delivers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Keith Thibodeau is a financial advisor with First Command Advisory Services holding a Series 66 designation and eight years of industry experience. His background includes five years of service in the U.S. Army and continuous roles within the First Command organizations since 2018. Outside of his advisory work, he is the owner of Owl Family Finance LLC, an investment-related business. 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 that utilize model portfolios and third-party managers chosen by a centralized Investment Management Team.

Warren Leeds IV is a financial advisor with Lincoln Investment, holding a Series 65 license and one year of industry experience. Prior to joining Lincoln Investment, he worked at Bayada and Tristate Financial Advisors. He also has experience in client support roles within financial services through his work with Natale & Harriett Wealth Management. 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 comprehensive financial planning and a range of managed portfolio programs, employing both strategic and dynamic investment approaches.

John Haggerty is a Series 66–licensed financial advisor with First Command Advisory Services and has three years of industry experience. Prior to his advisory career, he served in the United States Air Force for 21 years. He is a House Committee Member of the American Legion Post 294, where he participates in governance and maintenance activities. 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 offers financial planning and multiple wrap-fee asset management programs, providing centralized investment management through an internal team that selects and monitors portfolios and third-party managers.

Scott Wood is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc., where he has worked since 2022. He has three years of industry experience and previously held roles at CNO Financial Group, Robert Half, and American Income Life Insurance Company. Outside of advising, he works as a TaskRabbit tasker, assisting with local labor tasks such as moving and furniture assembly. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and uses a combination of fundamental, technical, and cyclical analysis in its investment approach.

Lori Campbell is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 40 years of industry experience. She has worked with Lincoln Investment Planning, Inc. since 2008 and has been associated with the Thomas Seely Agency since 1983. Outside of advising, she is the owner of TSA-TPA, LLC, an entity used primarily for tax and accounting purposes. 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 financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs, employing both strategic and dynamic approaches to portfolio management.

Shea Harvey is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Prior to joining First Command in 2018, Harvey worked at BlackRock, Inc. and Blackrock Investments, LLC for a combined 22 years. 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 offers comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers.