Brian Weyman is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Marlton, NJ, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior work includes roles at National Life Group, AXA Advisors LLC, and Mutual of Omaha Investor Services. Outside of his advisory work, he is involved in entrepreneurial ventures including home appraisals and college funding coaching. Equity Services, Inc. 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 using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading, and operates with both discretionary and non-discretionary client programs.

Shane Fox is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a broad range of portfolio management and consulting services through a network of over 400 independent investment adviser representatives.

Euletta Gordon is a financial advisor with Eagle Strategies (NY Life) in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Eagle Strategies since 2010 and operates Wholistic Wealthcare Strategies LLC, focusing on New York Life products and non-registered insurance brokerage. Gordon serves as a board member for Grace Temple Community Development Corporation, which works on community improvement initiatives including housing and after-school programs. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, with a notable emphasis on serving institutional and retirement plan clients.

Robert Hoey is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds a Series 66 designation and has been with Janney since 2014. Outside of his advisory role, he serves on the Golf Outing Committee for Samaritan Healthcare and Hospice, organizing fundraising auctions. 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, offering brokerage services, financial planning, consulting, and advisory programs, with investment advice delivered through both in-house and third-party portfolio management.

Christopher House is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Creative Planning since 2016. He holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Tara Prindible is a financial advisor with VALIC Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and 22 years of industry experience. She has been with VALIC Financial Advisors since 2008 and also works with Agia since 2022. Outside of her advisory role, Tara is involved in her community as the president of the Moorestown Lacrosse Club and serves as a district representative for the Moorestown Republican Municipal 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-developed UMA models and serving a large client base through its extensive advisor network.

Michael Howley is a CFP® with 24 years of industry experience, currently serving at Hightower Advisors since 2023. Prior to joining Hightower, he spent 21 years at Meyer Capital Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of investment vehicles.

Douglass Ergood, Jr is a Series 66-licensed financial advisor at Janney Montgomery Scott with two years of industry experience. His background includes roles at the University of North Carolina at Charlotte and Chapel Hill prior to joining Janney. 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Kaitlin Lepre is a financial advisor at Janney Montgomery Scott with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2018, with prior roles at Merrill, BB&T Securities, and The Vanguard Group. Janney Montgomery Scott is a 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, and institutional clients, offering brokerage services, financial planning, and advisory programs that combine in-house and third-party portfolio management.

Marc Roberts is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. 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 mutual funds, ETFs, and separately managed accounts. The firm combines strategic and tactical asset allocation through TD Managed Portfolios and affiliated sub-managers.

Paul Dilouie is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at TD Private Client Wealth LLC. He has worked at Private Client Wealth LLC and TD Bank N.A. since 2018 and previously spent six years at PNC Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Michael Paccione is a Series 66-registered financial advisor at Valic Financial Advisors with one year of industry experience. His prior roles include positions at Ernst & Young, AtlantiCare, and Stockton University. He is also a member of the New Jersey Air National Guard. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm uses Envestnet’s platform for discretionary unified managed accounts and employs a centralized technology-driven approach to serve a broad client base.

Robert Delambily Jr. is a financial advisor with SPC, holding the ChFC® designation and Series 63 and 66 licenses, with 42 years of industry experience. He has worked at Parkland Securities since 2014 and has longstanding roles at M&K Financial Services and Minnesota Life beginning in 1993. Outside of finance, he officiates track and field and basketball events, teaches officiating classes, and serves as president of the Basketball Club of South Jersey. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, discretionary advice through various account programs and maintains strategic partnerships with broker-dealers, insurance agencies, and third-party advisers.

Trevor Wampler is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 18 years of industry experience. He has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he coaches junior high boys basketball at Gloucester County Christian School and serves as a lay pastor and Bible teacher at Joy Community Fellowship of Williamstown Church. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Charles Morlock is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade Investment Management, Charles Schwab, and Charles Schwab Bank. Outside of his advisory role, he owns rental property in Ventnor, New Jersey. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers a mix of investment advisory programs, brokerage, and insurance services, including a digital advisory program managed in partnership with SigFig and a Managed Account program.

Mark Anthony Gibson is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Bank of America, Merrill Lynch, and Citizens Bank. Outside of his advisory role, Gibson is involved in Liberty Resources Home Choices, a provider of home care services in Philadelphia, where he serves as a personal care attendant. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation alongside affiliated and third-party sub-managers to construct portfolios.

Jeffrey Reed is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that utilizes algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Brian Attard is a financial advisor with TD Private Client Wealth LLC, holding the CFP® and Series 66 credentials and bringing 19 years of industry experience. His prior work includes roles at TD Ameritrade, Charles Schwab, and Scottrade. Outside of his advisory work, he is a part owner and on-air talent for The Sports Box, a social media-based sports talk podcast. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party investments.

Kristin Marinis is a CFP® and holds a Series 66 license, working with Oppenheimer since 2012. She has 14 years of industry experience. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services including equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Steven Auerfeld is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2003. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and provides services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.