Allison Casey is a CFP® with 22 years of industry experience, currently advising clients at Janney Montgomery Scott since 2004. She holds Series 63 and Series 65 licenses and is based in Marlton, 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 a diverse client base, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Sheena Marston is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 credentials and has four years of industry experience. She has worked at Equity Services, Inc. since 2022 and with Nationallife Group since 2021. Outside of her advisory roles, she is a partner in a business providing parents with advice on college financing and works as a part-time fitness trainer. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms with a mix of long-term strategies and discretionary or non-discretionary third-party management, and incorporates broker-dealer activities alongside its advisory services.

Raimondo Feudale is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Guttmann & Longo Group. Since beginning her career as an intern at Merrill in 2015, she has developed expertise in comprehensive wealth management, focusing on understanding clients' unique needs and objectives. Raimondo collaborates with her colleagues Monica, Kevin, and Laurie to deliver tailored financial strategies and combines Merrill’s investment insights with Bank of America’s banking services to support clients' financial lives. Raimondo’s areas of specialization include college education planning, divorce transition planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, and retirement income. She holds FINRA Series 7 and 66 registrations as well as the Personal Investment Advisor (PIA) designation. Raimondo earned her Bachelor's Degree in Finance and Economics from Loyola University Chicago. She is fluent in English and Lithuanian and resides in Willowbrook, Illinois. Outside of her professional role, Raimondo’s personal interests include basketball, boating, bowling, camping, cooking, gardening, spending time with her family, and practicing yoga.

Kenneth Bradshaw is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Hightower Advisors and has previously worked at Meyer Capital Group and BlackRock. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers alongside proprietary research and portfolio construction techniques.

James Workman is a financial advisor with SPC in Mantua, NJ, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Concourse Financial Group Securities (fka ProEquities, Inc.) for over a decade and operates Workman Financial Services as an investment-related business. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs with custody and execution services primarily through Fidelity/NFS.

Pavan Wunnava is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at PNC Investments since 2017 and previously held roles at Bank of America and Merrill from 2010 to 2017. PNC Wealth Management offers retail brokerage and advisory services with several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to implement portfolios through approved strategies and third-party delegates.

Justin Stein is a CFP® and CFA® at Hightower Advisors with two years of experience at the firm and eight years previously at PNC Bank. He is based in Marlton, NJ. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Heather Marie Dolce is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior experience includes six years at Wells Fargo Clearing. Outside of finance, she has worked as a background performer in entertainment. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Bryan Marvin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Media, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Equity Services since 2012. Outside of his advisory role, he is a licensed insurance agent selling life, health, disability, and long-term care insurance under the DBA Evolution Financial Group and serves as a board member of a local country club. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term and shorter-term investment strategies.

Stephen Cicali is a financial advisor with Prime Capital Financial, holding Series 63 and 65 licenses and 24 years of industry experience. His prior roles include positions at Financial Engines Advisors and The Mutual Fund Store. He is also a member of CHHSZ Holdings, LLC, the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through services including asset management, financial planning, and third-party manager selection. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary and a family office practice.

Kimberly Figueroa is a financial advisor with Principal Financial Services, holding a Series 66 designation and 14 years of industry experience. Her work history includes roles at Principal Securities Inc, Principal Life Insurance Company, and Allstate Financial Advisors. She is also licensed as an insurance agent offering fixed life, annuities, and disability products. 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. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Malcolm Elvy is a CFP® with 10 years of industry experience, currently advising at Mariner since 2025. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Morgan Stanley. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm provides customized, discretionary portfolios supported by an internal investment team and emphasizes tax and accounting integration alongside traditional portfolio management.

Nicholas Pantle is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Farther and has previously worked at Purshe Kaplan Sterling Investments, Masso Torrence Wealth Management, Commonwealth Financial Network, and UBS Financial. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, using a Modern Portfolio Theory-based approach with algorithmic model portfolios and automatic rebalancing.

Matthew Hagopian is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has five years of industry experience. He has worked at Equity Services since 2021 and concurrently with National Life Group since 2019. Outside of financial advising, he has worked part-time as a delivery driver for a local pizza business. Equity Services, Inc., operating as ESI Financial Advisors, 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 that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing a network of third-party asset managers and model portfolios.

Andrew Lesser is a financial advisor with Eagle Strategies (NY Life) in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLife Securities LLC and New York Life Insurance Co. His background includes roles in education, including teaching positions and the publication of educational materials. Outside of his advisory work, Andrew is involved in educational content creation and has authored resources for music education through Oxford University Press. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan 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.

Alan Fishman is a CFP® with 33 years of industry experience, currently serving at Equity Services, Inc. since 1992. He holds Series 63 and has worked concurrently with National Life throughout his career. Outside of financial advising, he serves on the Special Funds Committee of Or Ami Synagogue, assisting in the oversight of endowment withdrawals and investment education for the board. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management for individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms that often utilize third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Patrick O'Keefe is a financial advisor at Lincoln Investment with 25 years of industry experience. He has worked at Lincoln Investment since 2017 and spent the prior decade at Legend Equities Corporation. O'Keefe is also affiliated with IBEW Local 400. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of supporting educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs model portfolios and adaptive strategies.

Douglass Ergood Sr. is a financial advisor at Janney Montgomery Scott with 17 years of industry experience and holds a Series 66 designation. He has been with Janney Montgomery Scott since 2012. 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 brokerage services, financial planning, consulting, and various advisory programs.

Allison Balmores is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and VOYA Financial Advisors, Inc. She has been with TD Private Client Wealth LLC since 2016. 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, financial planning support, and access to various investment products through a combination of affiliated and third-party sub-managers.

Anthony Gambone is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses, with 13 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. In addition to his advisory role, he is licensed to sell life, health, annuity, long-term care, and disability insurance through Evolution Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, 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 combining long-term strategies with options for shorter-term trading, using both discretionary and non-discretionary management approaches.