Gregory Campbell is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2017, following five years at PNC Investments. Outside of his advisory role, he is a managing member of Jolie Group, LLC, a holding company for a mixed-use building. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a range of strategic and tactical asset allocation portfolios that include both affiliated and third-party sub-managers.

Steven Ford is a financial advisor at J.W. Cole Advisors, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at firms including Cambridge Investment Research and Fcg Advisors LLC. Ford is a board member of the Summit Mens Lacrosse Alumni Association and the Summit Area YMCA Emeritus Board. J.W. Cole Advisors operates a large network of independent advisers offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies and provides access to multiple platforms and third-party managers.

Paul Butler is a financial advisor with Janney Montgomery Scott in Bedminster, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2024 before joining Janney Montgomery Scott in 2024. 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 brokerage services, financial planning, consulting, and multiple advisory programs.

Ericka Towe is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also involved in several other ventures including entertainment, health insurance, and business training. Outside of her advisory role, she performs comedy in clubs during non-business hours. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing approximately $1.66 billion in discretionary assets as of the end of 2025.

Michael Macri is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available via an invitation-only employee pilot. The firm utilizes algorithmic questionnaires to recommend investment strategies implemented through mutual funds and ETFs, with portfolio management delegated to third parties.

Robert Ibrahim is a CFP® certificant with 34 years of experience in financial advisory roles. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Janney Montgomery Scott. Outside of his advisory work, he is an author writing about his life and career and serves as an advisory board member for the CFO Leadership Council. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account services.

Samuel Berger is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Sanctuary Securities, Inc. and Fieldpoint Private. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services using various analytical approaches and acts as a fiduciary when a written advisory agreement is in place.

Nicholas Schmidt is a financial advisor with \u0026Partners holding a Series 66 designation and six years of industry experience. Prior to joining \u0026Partners in 2024, he held roles at Wells Fargo Clearing Services and Veritable L.P., among other positions. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis across various proprietary and third-party strategies.

Griffin Mcparland is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs AYCO Personal Financial Management. Outside of advisory work, he is involved in a financial services and insurance business under a DBA. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm utilizes a variety of discretionary and model-based portfolio strategies, including market-timing and momentum-based approaches in select legacy programs.

Mark Van Houten is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He has been with Janney since 2006 and is also associated with GJ-MAC Enterprises, LLC, d/b/a Home Instead. He holds Series 63 and Series 66 credentials. 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 municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

John Bannan is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2016. Outside of advisory services, he is president of Bannan Financial Group LLC, an entity used as his DBA. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs, financial planning, and access to third-party managers. The firm combines discretionary portfolio management with model-based allocations and employs both affiliated and unaffiliated sub-advisers, offering strategies that include market-timing and momentum-based approaches.

Jason Grantz is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63, 65, and 66 licenses and four years of industry experience. He previously worked at Unified Trust Company for 12 years, followed by roles at American Trust and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, 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, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Brian Fischer is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 44 years of industry experience. He has been with Commonwealth since 2011 and maintains leadership roles in several related entities, including Economic Concepts, Inc., where he serves as president. Outside of his advisory work, he is part owner of La Familia LLC, an entity created to own and operate a boat. Commonwealth Financial Network is a nationally recognized dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser platform that includes managed-account programs, access to third-party asset managers, plan consulting, and custody services.

Jared Zahn is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to entering the financial advisory field, he worked at Cushman & Wakefield and Robert Half. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 discretionary managed-account programs, financial planning, consulting, and brokerage services through a large network of advisors.

Adam Gutkin is a financial advisor at TD Private Client Wealth LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CITI for ten years before joining TD in 2021. 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 uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers portfolio management, financial planning, and custody services.

Lee Piccarelli is a financial advisor with HSBC Securities (USA) Inc. in Chatham, New Jersey, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2013. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm employs a structured investment process with multiple risk profiles and utilizes affiliated asset management and fund due diligence services.

Peter Needham is a CFP® and Series 65 credentialed advisor with 22 years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC and its affiliated entities since 2019 and previously spent 17 years at American Economic Planning Group. Outside of advisory work, he is involved with Wealth Enhancement Group’s non-variable insurance business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Andrew Morris is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Santander Securities, Santander Bank, Prudential Insurance, and related firms. Outside of finance, he is a partner in a vending business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic tools to recommend investment strategies implemented with mutual funds and ETFs, with portfolio management delegated to third parties.

Sean Greaves is a financial advisor with GWN Securities Inc. holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cetera, UBS Financial Services, and Northwestern Mutual. Outside of finance, he owns HTR Cards, a business focused on buying and selling sports cards and memorabilia through online platforms and live shows. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, employing a combination of sub-advisers and model-based allocations that incorporate asset allocation and Modern Portfolio Theory. The firm is known for its use of tactical market-timing and momentum-based strategies within select legacy programs.

Justin Heaslip is a financial advisor with GWN Securities Inc. based in Bridgewater, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at Royal Alliance from 2015 to 2018 before joining Valic Financial Advisors in 2018. Outside of his advisory role, he has provided consulting support for a family catering and event business in Stamford, CT. 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 manages approximately $3.65 billion across more than 37,000 client accounts and employs a range of investment strategies including traditional asset allocation and legacy market-timing and momentum-based approaches.