Carly Mccarty is a financial advisor at Lincoln Investment with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including First Command Advisory Services and PNC Wealth Management. Carly also holds a role as a licensed associate at Heritage Advisory Group. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management with model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model.

Alan Cohen is an investment advisor representative with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments, Inc., holding Series 63 and Series 65 licenses. He has 41 years of industry experience with prior roles at Wells Fargo Advisors, RBC Capital Markets, and Morgan Stanley. Cohen is also involved in providing fixed insurance and annuity advice and operates a related sole proprietorship focusing on fixed insurance production. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios using a variety of investment vehicles and offers integrated operational tools and affiliated sub-advisory arrangements.

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 with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and one year of industry experience. Before joining Lincoln Investment, she held various roles in the hospitality industry and has worked as an intern at Clearpath Wealth Partners. She also occasionally works as a bartender at Brothers Bar and Grill. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and corporate and retirement plan clients. The firm offers comprehensive financial planning, advisor-led consulting, and portfolio management, supported by an in-house Investment Management & Research team and access to third-party managers.

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.

Anthony Pell is a financial advisor at Oppenheimer with 24 years of industry experience. He has been with Oppenheimer since 2013 and previously worked at Morgan Stanley for two years. He holds the Series 66 designation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Kevin Siclari is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses and one year of industry experience. He has served in the U.S. Air Force for over two decades and is currently on terminal leave as a Senior Master Sergeant, with retirement effective in early 2026. Siclari’s work history includes roles within multiple First Command entities since 2025. 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 wrap-fee asset management programs using centralized portfolio management through 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.

David Backal is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with United Planners since 2005 and is also a partner at Backal Pomerantz Wealth Management since 2014 and RBCHA since 2013. His professional activities include serving as a trustee for family trusts. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and uses a combination of custodians and third-party platforms, managing approximately $12.77 billion in assets, predominantly on a non-discretionary basis.

Paul Koenig Jr. is a CFP® and ChFC® with 19 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2016 and also maintains an affiliation with LPL Financial over the same period. His prior experience includes roles at Osaic FA, Inc. and Ameriprise. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, building customized portfolios with a long-term approach using mutual funds, ETFs, equities, and fixed income.

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.

Suzanne Rumignani is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 2016. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range 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.

Tiffany Hutchins is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked with TD Bank N.A. since 2012. 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 uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

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 credentials and bringing 18 years of industry experience. His prior work includes roles at National Life Group, AXA Advisors LLC, and Mutual of Omaha Investor Services. Outside of his advisory work, he is involved in entrepreneurial ventures including home appraisals and college funding coaching. Equity Services, Inc. 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 using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading, and operates with both discretionary and non-discretionary client programs.

David Jacowitz is a ChFC® credentialed financial advisor with 24 years of industry experience. He has worked at Equity Services, Inc. since 2017 and has prior experience with National Life Group, MML Investors Services LLC, and Massachusetts Mutual Life Insurance Company. Jacowitz is also involved in charitable work as president of the EFG Charitable Foundation. Equity Services, Inc., known 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 with a mix of long-term strategies and shorter-term trading options, utilizing third-party asset managers and model portfolios.

Euletta Gordon is a financial advisor with Eagle Strategies (NY Life) in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Eagle Strategies since 2010 and operates Wholistic Wealthcare Strategies LLC, focusing on New York Life products and non-registered insurance brokerage. Gordon serves as a board member for Grace Temple Community Development Corporation, which works on community improvement initiatives including housing and after-school programs. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, with a notable emphasis on serving institutional and retirement plan clients.

Christopher House is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Creative Planning since 2016. He holds Series 63 and Series 66 licenses. 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 employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Michael Howley is a CFP® with 24 years of industry experience, currently serving at Hightower Advisors since 2023. Prior to joining Hightower, he spent 21 years at Meyer Capital Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of investment vehicles.