Patrick Sweet is a CFP® and holds a Series 66 license with 10 years of experience in financial advising. He is currently with Rockefeller Capital Management and has previously worked at Merrill and Starbucks Corporation. Rockefeller Capital Management is an enterprise firm serving a broad client base with a comprehensive investment approach.

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.

Edward Swan II is a financial advisor with TD Private Client Wealth LLC and TD Bank, N.A., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with TD since 2012. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody services.

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.

Cameron Zubey is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Tussey Mountain. Outside of finance, he has experience at FourPaws Doggie Daycare and involvement with educational and parish organizations. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated entities and emphasizes access to alternative and private investments alongside traditional asset management.

Robert O'hara is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at Bank of America and Merrill. He serves as an advisory board member for the charitable organization Cathedral Kitchen in Camden, New Jersey. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs using a variety of account types and strategies, supported by a broad network of independent advisors and affiliated entities.

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.

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.

R Gaillard is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Janney since 2017, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage, financial planning, consulting services, and multiple advisory programs, utilizing a combination of in-house and third-party portfolio management.

Andrew Hipple is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He previously worked at Purshe Kaplan Sterling Investments for six years and has been involved with Lane & Associates LLC since 2013. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by a centralized investment department and maintains a diverse client base that includes uncommon institutional relationships such as sovereign wealth funds and chartered trust services.

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.

Kristian Lehner is a financial advisor with Kestra Advisory who holds the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2004. Outside of his advisory work, Lehner serves as the treasurer for Immanuel Presbyterian Church, handling bookkeeping and banking functions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Thomas Dawson is a Series 66 licensed advisor with PNC Wealth Management in Bensalem, PA, and has 22 years of industry experience. He has worked at PNC Investments LLC since 2013. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, employee pilot that uses algorithmic risk assessments and manages portfolios with approved model strategies implemented via mutual funds and ETFs.

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.

Nicholas Chiarolanzio is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at Rockefeller Capital Management and Bank of America Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering a range of investment and placement services.

Martin Byrne is a Series 66-licensed financial advisor with 14 years of industry experience. He has worked at Rockefeller Financial LLC, Rockefeller & Co LLC, and Rockefeller Capital Management since 2018, following four years at Lincoln Financial Network. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement consulting. The firm provides integrated services through affiliated trust and insurance entities and emphasizes a comprehensive approach that includes access to alternative investments and a broad range of portfolio management options.

John Watson is a CFP® and ChFC® affiliated with TD Private Client Wealth LLC, with 27 years of experience in the financial industry. He has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2014. TD Private Client Wealth LLC offers discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios and provides ongoing portfolio management, financial planning support, and custody services.

Andrew Stahl is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2019 to 2024 and Springs Window Fashions LLC from 2016 to 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Philip Morgan Jr. is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 33 years of industry experience. He has worked with Kestra Investment Services, LLC and Principal Life Insurance Co since 2004. Morgan is also the owner of Drake, Lehner & Morgan, LLC, operating registered representative activities and insurance services under a DBA name. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, compliance testing, fiduciary consulting, and plan-level investment advice. The firm serves large institutional investors, including sovereign wealth funds, and offers a range of management platforms and third-party solutions within a supervisory framework.