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.

David Enos is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and three years of industry experience. He has prior experience with Capital Analysts and has been involved in the brewing industry through Yards Brewing Company and the Schulson Collective. Lincoln Investment Planning, LLC is a large enterprise 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, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that develops model portfolios and employs third-party managers.

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.

Sean Macartney is a financial advisor with Citizens Securities, Inc. in Southampton, PA, holding a Series 66 designation. He has been in the financial industry since 2022, previously working at Power Home Remodeling and Police and Fire Federal Credit Union. Citizens Securities serves a broad retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

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.

Marie Turino is a CFP® and ChFC® with 24 years of experience in the financial services industry. She is currently with Valic Financial Advisors and has prior experience at TIAA-CREF and Agia. Outside of her advisory role, she is an agent 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. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Karaczun is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior experience includes roles at Agia since 2022 and Next Financial Group, Inc. from 2004 to 2018. She is the owner of Bountiful Plan LLC, an author and publisher, serves as an instructor for the Academy for Real Estate Careers, and holds board positions with the MCVTS Finance Academy and the Battleground Historical Society. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves 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 using discretionary unified managed accounts and centralized technology across a large network of advisors.

Wayne Jones is a financial advisor at TD Private Client Wealth LLC with 12 years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Citizens Securities, Clarfeld Financial Advisors, Citizens Bank, and PNC Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation through various TD Managed Portfolios and partners with both affiliated and third-party sub-managers.

John Kirsch Jr. is a financial advisor with Janney Montgomery Scott in Mt. Laurel, NJ. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 17 years with Janney Montgomery Scott. 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 a variety of advisory programs with a combination of in-house and third-party portfolio management.

Richard Steele is a CFP®-certified financial advisor with 26 years of experience at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. He is also a CPA and provides accounting and tax services in addition to his advisory role. Steele is involved in insurance brokerage activities, including ownership of Cambridge Financial Group, LLC, and acts as an agent for property and casualty insurance sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that combines advisory and broker-dealer services. The firm utilizes third-party asset manager relationships and offers both discretionary and non-discretionary account options to tailor investment strategies for its clients.

Michael Jevic is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and has previously worked at Power Home Remodeling Group, 7th Level Mortgage, Eastern Regional High School, and Univers Workplace Solutions. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers various programs including asset management, consulting, and retirement services, with a focus on strategic asset allocation and both discretionary and non-discretionary advisory services.

Luke Hebert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has been with Commonwealth since 2020 and is also involved with EBA Consulting. Prior to his current roles, Hebert held various positions including multiple terms at High Point University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

John Schu is a CFP® professional with 44 years of experience at Lincoln Investment Planning, Inc., where he has worked since 1982. He holds the Series 63 and Series 65 licenses and is based in Marlton, NJ. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a long history of working with educators and participants in 403(b) and 457(b) programs.

John Dougherty is a CFP® professional with 33 years of industry experience, currently serving at Janney Montgomery Scott since 2009. He holds Series 63 and Series 65 licenses. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

John Hwang is a financial advisor at Principal Financial Services with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Principal Securities INC, Principal Life Insurance Co, Gianni's Group, Canaras Capital, Vibrant Capital, and Crescent Capital Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement consulting, and third-party money manager asset allocation solutions under both adviser and promoter arrangements.

Edmond Dimashi is a financial advisor with PNC Wealth Management in Mt. Laurel, NJ, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with PNC in various capacities since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party portfolio implementation.

Nicholas Sarlo is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has been with TD Private Client Wealth since 2020, also working concurrently at TD Bank since 2014. 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. The firm utilizes a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related products, employing both affiliated and third-party sub-managers alongside financial planning support and third-party custody.