Thomas Mchale is a financial advisor at PNC Wealth Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2004. Outside of his advisory role, he serves as Vice Chair of the Board of Trustees for the Moorestown Theater Company and has worked as a bookkeeper for Pie Lady Cafe LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Alexis Farabaugh is a financial advisor at First Command Advisory Services with one year of industry experience. Alexis holds Series 65 and Series 63 licenses and has worked with various entities within the First Command organization since 2021. Prior to joining First Command, Alexis held roles outside the financial industry including positions at Target and MCCS. 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 multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers using a curated selection of model portfolios and third-party managers.

Peter Zaknich Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 40 years of industry experience. He has been with Hornor, Townsend & Kent since 1995 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he owns and operates a life insurance brokerage focusing on life, accident, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates an integrated platform offering both advisory and broker-dealer services with approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Michael Murray is a financial advisor at TD Private Client Wealth LLC with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Horace Mann Companies, Merrill, and Foresters Financial. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth clients, providing ongoing portfolio management, financial planning support, and custody services through a combination of affiliated and third-party investment managers.

Stephen Smith is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Equity Services Inc. and National Life Group since 2018 and previously at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in insurance sales under the DBA Evolution Financial Group and owns a social media lead generation business targeting the automotive industry. 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 that incorporate third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and specialized instruments.

Jerome Gregory is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes roles at Agia and Allstate Financial Services. Outside of financial advising, he provides customer support for an IT services provider serving small and medium-sized businesses. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and employs a centralized technology model to support a large client base managed by over 1,200 advisors.

Christian De Lorenzo is a CFP® affiliated with Hightower Advisors, based in Marlton, NJ, with one year of industry experience. Prior to joining Hightower, he worked at Meyer Capital Group and has been a licensed real estate agent with RE/MAX of Princeton. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions that include both affiliated and third-party managers.

Robert O'Hara is a financial advisor with Sanctuary Advisors, LLC who holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves as an advisory board member for Cathedral Kitchen, a charitable organization in Camden, 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 independent advisors through a range of portfolio management options and employs multiple investment approaches, acting as a fiduciary under written agreements.

Craig Boyer is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory work, he is president of Boyer Holdings LLC and Coastal Fig Company, involved in agricultural ventures including growing and selling figs. Valic Financial Advisors 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, utilizing Envestnet-developed models and maintaining a large advisor base.

Milagritos Sosna is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. She holds a Series 66 credential and has worked at firms including JP Morgan Securities, Charles Schwab, and Ameriprise. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

George Bradley is a ChFC® with 30 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent for over two decades. In addition to his advisory role, he is a partner in a life insurance brokerage, The Independents Financial Network, Inc., and has been involved in insurance sales and administration since 1992. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Benjamin Lukas is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 license and one year of industry experience. His prior roles include positions at Chris Lukas and Blue Phoenix USA. He volunteers as a tax preparer providing income tax assistance to lower and middle income taxpayers through the Franciscan Community Development Center of Fairview. Lincoln Investment Planning, LLC serves a wide range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and 403(b) and 457(b) program participants. The firm’s investment approach combines in-house portfolio management and third-party managers, offering both discretionary and advisor-led services through a comprehensive platform.

Patrick Toner is a financial advisor at Lincoln Investment with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group for five years. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and access to third-party managers. The firm utilizes an in-house Investment Management & Research team to develop model portfolios and AIM strategies while maintaining many advisor-led client relationships.

Jhenae Martin is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she collaborates closely with clients to understand their priorities and develop personalized investment strategies aimed at pursuing their financial goals. She provides investment advice tailored to client needs and facilitates access to Bank of America's banking and lending services. Martin’s areas of expertise include general investing, retirement planning, and preparing for unexpected financial events. She emphasizes building relationships to gain a thorough understanding of what matters most to clients and their families, enabling her to offer ongoing advice and guidance as their needs evolve. She holds the Personal Investment Advisor (PIA) designation and completed her high school education at Wolmer's Trust High School for Girls and Ardenne High School.

Joel Davis is a CFP® professional with 11 years of industry experience currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at CWM, LLC, Main Street Financial Life Advisors, and Wells Fargo entities. Additionally, he works as an insurance agent selling life and annuity products and supports tax planning and preparation through a separate tax advising firm. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm’s approach includes discretionary and non-discretionary portfolio management, multi-manager solutions, and the use of both affiliated and third-party managers.

Thomas Sylvestro is a financial advisor at TD Private Client Wealth LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at notable firms including Wells Fargo Clearing, LPL Enterprise, and Prudential Insurance Company of America. 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 combines strategic and tactical asset allocation using both affiliated and third-party sub-managers, and offers portfolio management, financial planning support, and custody through third-party custodians.

Gary Begnaud is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill for 42 years, Bank of America for 9 years, and has been with Janney Montgomery Scott since 2020. 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, planning, consulting, and advisory services.

David Zimmerman is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Clearing and Ameriprise. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth clients, utilizing strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Phong Le is a financial advisor with Transamerica Financial Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has also been involved in solar and home improvement sales through his roles with Kinetic Innovations LLC and Sunbright Solar LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pensions, trusts, and charitable organizations, offering a range of advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, providing various managed and non-discretionary program options.

Evan Jurczynski is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill and TD Bank. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.