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.

Paul Clemente is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Raymond James & Associates, Primerica Secure, and Boenning & Scattergood, Inc. Clemente has worked at Oppenheimer since 2022. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary services.

Daniel Drabkin is a financial advisor with VALIC Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and bringing 24 years of industry experience. He has been with VALIC Financial Advisors since 2004 and also works with Agia. Outside of his advisory role, he is an investor in franchise businesses that teach coding to children and serves as treasurer and board member for Congregation Sons of Israel, where he leads the finance committee. 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 UMA models for portfolio construction.

Carly Mccarty is a financial advisor at Lincoln Investment with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including First Command Advisory Services and PNC Wealth Management. Carly also holds a role as a licensed associate at Heritage Advisory Group. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management with model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model.

Alan Cohen is an investment advisor representative with Concurrent Investment Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior work includes roles at Wells Fargo Advisors, RBC Capital Markets, and Morgan Stanley. In addition to advisory services, he provides fixed insurance advice based on client needs. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Brian Buchanan is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hightower and its affiliated entities since 2017. His prior experience includes roles at Bank of America and Merrill. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing.

Gabrielle Carbonara is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and one year of industry experience. Before joining Lincoln Investment, she held various roles in the hospitality industry and has worked as an intern at Clearpath Wealth Partners. She also occasionally works as a bartender at Brothers Bar and Grill. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and corporate and retirement plan clients. The firm offers comprehensive financial planning, advisor-led consulting, and portfolio management, supported by an in-house Investment Management & Research team and access to third-party managers.

Jessica De Luca is a financial advisor with Steward Partners Investment Advisory, LLC in Mount Laurel, NJ, holding a Series 66 designation and 12 years of industry experience. She previously worked at Raymond James & Associates for eight years and at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2018. Outside of her advisory work, she co-manages rental real estate with her husband. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Anthony Pell is a financial advisor at Oppenheimer with 24 years of industry experience. He has been with Oppenheimer since 2013 and previously worked at Morgan Stanley for two years. He holds the Series 66 designation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Kevin Siclari is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 designations and has a military background as a Senior Master Sergeant in the U.S. Air Force, currently on terminal leave prior to retirement in February 2026. His prior work includes roles at First Command Insurance Services, First Command Advisory Services, and First Command Brokerage Services. 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 various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Paul Wampler is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He has been with Janney Montgomery Scott since 2008. He holds Series 63 and Series 65 licenses. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various wrap/advisory programs.

Brian Dunn is a financial advisor at PNC Wealth Management with 35 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

David Backal is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with United Planners since 2005 and is also a partner at Backal Pomerantz Wealth Management since 2014 and RBCHA since 2013. His professional activities include serving as a trustee for family trusts. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and uses a combination of custodians and third-party platforms, managing approximately $12.77 billion in assets, predominantly on a non-discretionary basis.

Paul Koenig Jr. is a CFP® and ChFC® with 19 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2016 and also maintains an affiliation with LPL Financial over the same period. His prior experience includes roles at Osaic FA, Inc. and Ameriprise. Integrated Wealth Concepts LLC serves individuals, 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, building customized portfolios with a long-term approach using mutual funds, ETFs, equities, and fixed income.

Michelle Square is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes positions at Equitable Advisors, Ameriprise, TD Wealth Management Services, and Morgan Stanley. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

Michael Niroda Jr is a financial advisor with TD Private Client Wealth LLC based in Marlton, NJ. He holds Series 63 and Series 66 credentials and has 10 years of industry experience. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, and Citizens Bank. 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 offers portfolio management, financial planning support, and custody services, employing a combination of affiliated and third-party sub-managers within its strategic and tactical asset allocation frameworks.

Mark Duffy is a financial advisor at Janney Montgomery Scott with 41 years of industry experience and holds a Series 63 designation. He has been with Janney Montgomery Scott since 2009. Duffy serves as a board member of the Haddon Heights Shade Tree Commission, where he is involved in planning and caring for trees in Haddon Heights, NJ. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, consulting, and advisory programs.

Brian Young is a financial advisor with Eagle Strategies (NY Life) in Mt Laurel, NJ, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2004. In addition to his advisory role, Young is active as an insurance broker, appointed with outside carriers for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated structure tied to New York Life.

Tiffany Hutchins is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked with TD Bank N.A. since 2012. 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 uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Thomas Delaney is a financial advisor with TIAA-CREF, holding a Series 66 designation and over 21 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and manages donor-advised funds.