John O'Connor is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Lincoln Investment, M1 Finance, and Hapi Corp prior to joining Janney Montgomery Scott in 2022. 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, financial planning, consulting, and multiple advisory programs.

Anthony Fornatale is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has 21 years of industry experience, including roles at Fidelity Brokerage Services, Raymond James Financial Services, and TD Ameritrade. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third-party sub-managers.

Robert Gershon is a financial advisor at Valic Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo, JP Morgan Chase, and New York Life. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that serves U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a network of advisors and implements discretionary unified managed accounts using third-party model managers and Envestnet’s platform.

Emily Spych is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with Valic Financial Advisors since 2006 and also works as an agent with Agia, providing non-securities insurance products. 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, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Gideon Evans is a financial advisor at Janney Montgomery Scott with 44 years of industry experience, including 32 years at Janney. He holds Series 63 and Series 66 designations. Evans serves as a board member for the Religious Zionists of America, a nonprofit focused on strengthening ties between Israel and the American Jewish community. 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 diverse clientele with brokerage, financial planning, and advisory services provided through a combination of in-house and third-party portfolio management.

Christopher Masso is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Masso-Torrence Wealth Management Inc. and Commonwealth Financial Network. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

James Beam Jr. is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at TD Bank N.A. dating back to 2015. Beam Jr. is based in Marlton, NJ. 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 TDIS clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by platforms such as Envestnet and Pershing.

Daniel Loughlin is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior experience includes roles at Compass Securities Corporation, Havener Capital LLC, and WBI Investments, LLC. He has been with Stratos Wealth Partners and affiliated with LPL Financial since 2018. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Douglas Gorecki is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including David Lerner Associates, Merrill, and Bank of America. Outside of his advisory role, he serves as executor and holds power of attorney for his mother. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a variety of portfolio strategies combining affiliated and third-party managers, supported by technology platforms and third-party custodians.

Eileen Wood is a financial advisor with Truist Advisory Services and holds the CFP® and Series 66 designations. She has 10 years of industry experience, including 22 years at PNC Capital Markets, Inc. and three years at Truist Investment Services. Wood serves as Treasurer and a board member for Joseph’s House of Camden, a homeless shelter providing overnight accommodations and social services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research and supervisory oversight.

Jason Mc Evoy is a Series 66-licensed financial advisor at Janney Montgomery Scott with nine years of industry experience. He has been with Janney Montgomery Scott since 2019, following work at Capital One Advisors LLC and Capital One Investing, LLC. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs and offers custody and trustee services through a subsidiary trust company.

Lawrence Tchou is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and with 8 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has prior experience with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Additionally, he serves as an insurance agent with Bankers Life & Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs with access to a broad range of securities and outside managers.

Alan Fefer is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 1999 and is also an agent with Agia, involved in non-securities insurance products. 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, offering managed-account programs, financial planning, and brokerage services.

Jason Stanco is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Truist Investment Services. Outside of his advisory role, he has managed residential real estate investment entities. Truist Advisory Services provides investment consulting and advisory services to a broad client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support through a combination of discretionary and non-discretionary manager relationships, utilizing third-party platforms and AI-enabled research tools.

Michael Berkowitz is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Cetera, Audible.com, and Comcast NBC Universal. Outside of his advisory role, he is involved with Gone Rogue, a band, and BDL&M LLC, where he is a part owner and voice-over artist. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Julio Macario is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and eight years of industry experience. He has worked at firms including J.P. Morgan Securities LLC, TD Bank N.A., and AXA Advisors, LLC. His background also includes a role at Uber. 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 customers. The firm offers portfolio management, access to various investment vehicles, and financial planning support through a combination of affiliated and third-party sub-managers.

Michael Vanaria is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Securities, Inc. and Merrill. His background includes roles outside of finance, notably multiple periods at Loyola University Maryland. 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 adviser representatives with a range of portfolio management options and employs various analytical approaches while acting as a fiduciary under written agreements.

John Engelbert is a financial advisor with Valic Financial Advisors holding a Series 66 designation and two years of industry experience. His prior work includes roles at Agia, Enterprise Mobility, and H&R Block. He is 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Obrien Jr. is a financial advisor at Valic Financial Advisors with 27 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Brinker Capital Securities, Inc. and Innovative Investment Fiduciaries. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Joan Glenn is a financial advisor with Lincoln Investment who holds Series 63 and 65 credentials and has 26 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2008 and has been with Fisher Glenn & Company since 1992. Outside of her advisory role, she is an owner involved in the sale of life and long-term care insurance and also provides accounting and tax preparation services through Fisher Glenn, LLC. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that designs model portfolios and adaptive strategies.