Matthew Welch is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven, online discretionary model account available to select employees. The firm’s approach uses approved model strategies managed by PNC or third-party strategists, with automated portfolio implementation and annual rebalancing.

Christian Faino is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his role, he partners with clients to develop comprehensive financial plans tailored to their unique goals, ensuring that their money is aligned with their long-term objectives. Prior to his current position, Christian worked as an Investment Consultant at Fidelity Investments from 2020 to 2022. Christian's professional experience includes nearly a decade at Delaware Investments as an Advisor Consultant from 2012 to 2020, and earlier as a Practice Management Consultant at BlackRock Investment Management from 2007 to 2012. His career reflects a focus on providing financial guidance and support across various facets of investment management. Outside of his professional work, Christian enjoys activities such as baseball, beach outings, biking, family activities, golf, and skiing.

Jack Paolini is a financial advisor at Independent Advisor Alliance, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Paolini Financial Group, and several businesses outside finance, including Josie Kellys Public House and Aloha Soft Serve. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing a network model and various portfolio management strategies.

Adam Cohler is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and three years of industry experience. He has worked at multiple firms including Cohler Law Firm, Cohler Financial Associates, and the New Jersey Office of the Public Defender. Cohler serves as a board trustee member of the Camden County Bar Association outside of his financial advisory role. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and estates. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and supports its advisors through limited-partnership ownership and structured transition assistance.

Charles Lo Cicero is a financial advisor at Citizens Securities, Inc. in Mount Laurel, NJ, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, The Prudential Insurance Company of America, The Vanguard Group, and Tapfin/EY. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program that utilizes proprietary algorithms for ETF-based portfolios, in addition to a Managed Account program and commission-based brokerage services.

Raymond Calvano Jr. is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including AET Investment Services, Dynamic Capital Investments, Cross Current Capital, and AXA. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house and third-party portfolio management across various platforms.

Gerald Jevic is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services, including discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios, with a noted emphasis on custody of client assets and a significant portion of non-discretionary advisory assets.

Samantha Mc Kee is a CFP® professional with Series 66 licensure and four years of industry experience. She currently works at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. Her previous experience includes roles at CURO Wealth Management and entrepreneurial ventures in the food service sector. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent advisers who employ a range of investment strategies and serves clients through discretionary and non-discretionary managed accounts, utilizing multiple custodial platforms and sub-advisers.

Paul Marinis is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and previously worked at FS Investments for seven years and Bloomberg LP for seven years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Benjamin Greenlee is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and First Command Financial Services. Outside of his advisory work, Greenlee serves as a Brigade Observer/Controller in the United States Army Reserves and co-owns and operates a childcare center, Lightbridge Academy of Durham. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and retirement plans. The firm offers portfolio management, financial planning, and a variety of advisory programs through discretionary accounts, model portfolios, and third-party sub-advisers.

Steven Forrest Jr. is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A., and Merrill. In addition to his advisory role, he serves as a Company Commander in the New Jersey Army National Guard, leading a 140-member unit. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering a range of financial planning and portfolio management services through various program structures emphasizing non-discretionary recommendations.

James Bartolomei Jr. is a financial advisor with Eagle Strategies (NY Life) in Mt. Laurel, NJ, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been associated with Eagle Strategies since 2021 and has prior experience at Nylife Securities LLC and New York Life Insurance Company since 2013. Outside of his advisory role, he works as an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.

Kevin Newbert is a CFP® with three years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. He has previously worked at myCIO Wealth Partners, Legacy Advisors, Fortis Wealth, and Lighthouse Planning Consultants. Outside of financial advising, he operates a vacation home rental in Wildwood, New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment strategies through its network of over 400 independent adviser representatives and offers discretionary and non-discretionary portfolio management using various analytical approaches and sub-advisers.

Kenneth Smeland is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and five years of industry experience. His career includes time at Investors Bank and TD Bank N.A., with continuous service at TD Private Client Wealth LLC since 2020. 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. The firm emphasizes strategic and tactical asset allocation through various managed portfolios and integrates both affiliated and third-party sub-managers in its investment approach.

Samuel Mathew is a CFP® with 37 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent for over 30 years. In addition to his advisory role, he owns and operates Mathew Capital Management, a life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a comprehensive platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Maeve Tobin is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. Prior to joining Janney in 2025, she held positions at Equitable Advisors, Evolution Financial Group, and PNC Bank. Outside of her advisory roles, she has experience working with Phantastix Lacrosse. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal entities. The firm offers brokerage services, financial planning, consulting, and advisory programs, utilizing a combination of in-house portfolio management and third-party managers across multiple platforms.

Kyle Summers is a financial advisor with Creative Planning in Collingswood, NJ. He holds the CFP® designation and Series 63 license and has eight years of industry experience. Prior to joining Creative Planning in 2021, he worked at Sullivan, Bruyette, Speros & Blayney, LLC. and The Vanguard Group, Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Adamantios Moraitis is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing eight years of industry experience. He previously worked at PNC Private Bank and M&T Securities, Inc., as well as Wilmington Trust. Outside of his advisory role, he is the owner of Collectibles Empire, a business unrelated to investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Craig Tocci is a financial advisor at PNC Wealth Management in Shamong, NJ, with five years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors LLC, APL LLC, and XPO Logistics. Outside of his advisory work, he has ownership in a non-investment related rental business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and discretionary model portfolios managed by PNC or third-party strategists.

Peter Colicchia is a financial advisor with United Planners Financial Services of America and holds Series 65 and Series 66 credentials. He has nine years of industry experience, having previously worked at firms including Allianz Global Investors and Baron Capital. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based solutions through a network of independent advisors.