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.

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.

Connor Webb is a CFP® with three years of industry experience, currently affiliated with Janney Montgomery Scott in Mt. Laurel, NJ. His background includes roles at Janney Montgomery Scott since 2022 and prior experience at The College of New Jersey and GolfCave LLC. 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, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Steven Silverman is a financial advisor at Centaurus Financial, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2003. Outside of his advisory role, he is involved in the sale of fixed insurance and fixed annuities. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary approaches.

Gregory Reading is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. His prior roles include positions at Lane Hipple Wealth Management Group and Cetera. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm employs a partner-led team approach supported by centralized investment research and an open-architecture selection process, offering specialized services for clients with complex needs.

Richard Twist is a financial advisor at PNC Wealth Management with 42 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation to employees. The firm employs algorithm-driven risk assessment and uses approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Christina Tajc is a financial advisor at Valic Financial Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at American Portfolios Financial Services, Inc., OSAIC, and Hart Agency. Additionally, she is appointed as an agent to sell non-securities insurance products for Agia and serves as a notary public. Valic Financial Advisors primarily serves U.S.-based 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, using Envestnet UMA models and providing optional tax and ESG overlay services.

Giana D'alessandro is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Prior to her advisory career, she was employed at Monmouth University for five years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and models to provide personalized portfolio construction and ongoing oversight.

Anthony Midili Jr. is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 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, corporate and retirement plan sponsors, and offers a range of brokerage, financial planning, and advisory services.

David Selenko is a financial professional with 23 years of industry experience, currently affiliated with GWN Securities Inc. He holds Series 63, 65, and 66 designations and has worked at GWN Securities since 2020. Prior to that, he was with Mass Mutual Investors Services and MetLife Securities. He is also a licensed attorney, currently inactive, and holds insurance licenses in life, disability, long-term care, property and casualty, and health and accident insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including traditional asset allocation and legacy market-timing and momentum strategies.

Anthony De Gerolamo is a CFP® professional with 32 years of industry experience currently affiliated with Equity Services, Inc. He has held positions at firms including National Life Group, Allstate Insurance Co, and LPL Financial. He also owns and operates DeGerolamo Financial Strategies. De Gerolamo serves on the membership committee of Riverton Country Club. Equity Services, Inc., doing business 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, combining long-term strategies with options for shorter-term trading, and utilizes third-party asset managers and model portfolios.

Michael Pomerantz is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has been a partner at Backal Pomerantz Wealth Management since 1997. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with both fee-based and commission-based options, and its network of 477 advisors provides financial planning, portfolio management, retirement plan services, and brokerage solutions.

Viet Nguyen is a financial advisor at TIAA-CREF with 13 years of industry experience. He has held roles at TIAA-CREF since 2017 and previously worked at Citizens Securities, Inc. and RBS Citizens Financial Group. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers a range of advisory services, including customized portfolios managed under client-approved investment policy statements, and operates within a vertically integrated group that serves as adviser to a donor-advised fund.

Manuel Santiago III is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with NYLIFE Securities LLC since 2012 and New York Life Insurance since 2009. In addition to his advisory role, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Emily Mulligan is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She has previously worked at Lane Hipple Wealth Management Group and Lane and Associates LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investment process and uses an open-architecture approach to asset allocation and manager due diligence.

Michael Cohler is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with United Planners Financial Services of America for over 30 years and also manages Cohler Financial Associates, a marketing entity. Since 2019, he has served as a FINRA arbitrator. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and atypical institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through its network of 477 independent advisors.