Raymond Ianni is a CFP® and ChFC® with 40 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has prior experience at Principal Securities Inc, Financial Advisors of Delaware Valley, Principal Life Insurance Company, and WFG Planned Benefits & Securities Inc. Outside of his advisory work, he serves on the board of St. Anthony's Education Fund and is a member of the finance committee for the Salesianum School endowment. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Dylan Zhou is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. He has previously worked at JPMorgan Chase Bank and TD Bank N.A. Outside of his advisory role, he assists with administrative tasks at Questa Technology Inc., an IT consulting and staffing services firm, on weekends. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management and access to a range of investment products through a combination of affiliated and third-party managers.

Alan Jacobson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Truist Investment Services, Citizens Securities, Pruco Securities, The Prudential Insurance Company of America, Lincoln Financial Advisors, and Santander Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a blend of discretionary management and consulting supported by third-party platforms and AI-enabled research tools.

Christopher Lauver is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes positions at TIAA-CREF and Tiaa. Outside of his advisory role, he is also an agent for non-securities insurance products with 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 managed-account programs, financial planning, and brokerage services, using Envestnet-developed UMA models for portfolio construction and overlay management.

Alex Silvestro is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Valic Financial Advisors and has previous experience at firms including MassMutual Investors Services, Pruco Securities LLC, and Citizens Bank. Outside of his advisory work, he has assisted as a football coach at a local camp, helping high school students with techniques and drills. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and centralized technology solutions.

Marianne Rullo is a Series 65-licensed financial advisor with 21 years of industry experience. She has worked at Hightower Advisors since 2023 and previously spent 19 years at Meyer Capital Group. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions and discretionary and non-discretionary portfolio management, supported by proprietary research and a variety of investment vehicles.

Jeffrey Lageman is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 14 years of industry experience. Prior to joining TD Private Client Wealth in 2024, he worked at Merrill from 2014 to 2022 and has been with TD Bank since 2022. 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 options through a technology platform supported by Envestnet.

Bennie Hargrove is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Capital One Investing LLC, Edward Jones, and several other firms, with multiple tenures at Lincoln Investment totaling nine years. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) programs. The firm employs an in-house Investment Management & Research team that develops strategic model portfolios and AIM strategies, while supporting advisor-led, often non-discretionary client relationships using its platform tools and investment options.

Frank Zoltanski is a financial advisor at Lincoln Investment with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Legend Equities Corporation, MSI Financial Services, Inc., and MetLife Investment Fund Services LLC. He has been with Lincoln Investment since 2017. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, portfolio management through model portfolios, and access to third-party managers, with an investment approach supported by an in-house Investment Management & Research team.

Marc Meyer is a financial advisor with Hightower Advisors, holding a Series 65 credential and five years of industry experience. He previously founded Meyer Capital Group and worked at Arizona State University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of portfolio construction techniques.

Robert Stauder is a financial advisor with TIAA-CREF in Marlton, NJ, holding Series 63 and Series 65 licenses. He has 37 years of industry experience and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, serving clients often connected to TIAA-administered employer retirement plans.

Brian Kelly is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and previously worked at BSK Property Development and Insurance Administrator of America. 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 entities, and municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

Chad Mc Queen is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and The College of New Jersey. Outside of his advisory role, he serves as Vice President of Investments for Spectrum Wealth. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by extensive internal due diligence and various operational tools.

Bianca Difranco is a financial advisor with Eagle Strategies (NY Life) based in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Her career includes roles at NYLife Securities LLC and New York Life Insurance Company since 2013, as well as operating Simple Financial Solutions, LLC and Karalius & Associates Insurance and Financial Services, LLC, where she is involved in brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives, with a focus on tailored recommendations and primarily non-discretionary asset management.

Christopher Paleologus is a CFP®, CFA®, and Series 65 licensed advisor with 12 years of industry experience. He is currently with Hightower Advisors and has previously worked at Meyer Capital Group, Blue Bell Private Wealth Management, Wealth Enhancement Group, and AEPG Wealth Strategies. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to deliver customized portfolio management and financial planning services.

Joseph Burns is a Series 66-licensed financial advisor with PNC Wealth Management, based in Lumberton, NJ. He has 14 years of industry experience, including roles at PNC Investments and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Harry Carroll III is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 31 years of industry experience. He has worked with several firms including Massachusetts Mutual Life Insurance Company and New England Securities. Outside of his advisory role, Carroll serves as the head rowing coach at Moorestown High School. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning engagements and offers specialized programs such as event-driven planning and educational seminars.

Katarzyna Diamond is a financial advisor at LPL Financial with one year of industry experience and holds a Series 66 designation. She previously worked at Valic Financial Advisors, Inc. for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services utilizing both proprietary and third-party strategies across various platforms.

John Feeley is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He is a board member of the Ronald McDonald House of Southern New Jersey. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ramy Iskandar is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities and PNC Investments. Outside of advising, he volunteers with the Leukemia and Lymphoma Society, mentoring students for their program. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.