Anthony Pettola Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been affiliated with Ameritas and its related entities since 2005 and owns AJ Pettola & Associates, a business focused on insurance and investment products, estate planning, and retirement services. Additionally, he is a partner in Xpress Healthcare, which markets discount health programs through independent business owners. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of model portfolios and investment products across multiple program platforms and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance companies.

David Moskovitz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at Guardian Life and its subsidiary Park Avenue Securities since 2012. Outside of his advisory role, he is involved with One Resource Group, an insurance managing general agency that offers access to non-Guardian insurance products. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party solutions.

Eric Feder is a financial advisor with Hightower Advisors, holding a Series 65 license and 15 years of industry experience. He previously spent 14 years at Wealth Cmt before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

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.

Alexander Winter is a financial advisor at PNC Wealth Management with 12 years of industry experience. He has worked at PNC Investments since 2016 and held a position at PNC Bank from 2016 to 2017. Winter holds Series 63 and Series 66 licenses. Outside of his advisory role, he has an ownership interest in a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven portfolio strategies managed by PNC or third parties.

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.

Paresh Patel is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Baylis Jadamec is a CFP®-certified financial advisor with Kestra Advisory Services, LLC, with three years of industry experience. He has worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, Merrill, and Bloomberg LP. Outside of advisory work, Jadamec also provides tax preparation services for individuals and businesses and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients that include sovereign wealth funds and other large institutional investors.

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.

Andrew Barnett is a financial advisor with Hightower Advisors in Cherry Hill, NJ, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. His prior roles include positions at Wealth CMT, Hornor, Townsend & Kent, LLC, and Estate Strategies, Inc. He serves on the board and investment committee of Camp Ramah in the Poconos, a religious-based summer camp, where he also assists in fundraising efforts. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Jennifer Wolman is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch Pierce Fenner and Smith from 2002 to 2019. Wolman has been with Rockefeller Financial since 2019 and also spent time at Rock & Co LLC during that period. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles and integrated trust and insurance services.

Robert Fourman is a financial advisor at J. W. Cole Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.W. Cole Advisors since 2019. Beyond his advisory work, Fourman is involved in software training and consulting through roles with Thrive and Major League Sales. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs both fundamental and technical analysis and provides access to multiple investment platforms and third-party advisers.

Michael Friedman is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Morgan Stanley in various roles. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jillian Reddell is a financial advisor with Sanctuary Advisors, LLC and holds a Series 66 designation. She has five years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Christopher Slajchert. 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 supports a wide range of investment approaches and offers portfolio management, retirement plan consulting, and access to sub-advisers and model portfolios through a network of over 400 independent investment adviser representatives.

Anthony Stefani Jr. is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and has previously worked at CH Robinson and Steelhouse Abstract Inc. 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 plans, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs with a combination of in-house and third-party portfolio management.

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.

Anne Holderried is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2005, including her current role since 2020. Outside of her advisory work, she owns a real estate business unrelated to investments. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on reliable income and tax-aware withdrawal strategies.

Glenn Fels is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1985, he has assisted individuals, families, and businesses in growing their wealth and achieving their financial objectives. Glenn offers a range of services including retirement planning, education plans, wealth accumulation preservation and transfer, estate planning services, executor and trust administrative service, and access to consumer banking services. For business clients, he provides services such as cash management, group benefit plans, commercial banking, financing for business development, real estate financing, investment banking, and succession planning. Glenn holds a Bachelor's degree from Rider University, earned in 1983, and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Bucks County Estate Planning Council. Raised in Huntingdon Valley, Pennsylvania, Glenn currently resides in Bucks County, Pennsylvania. Outside of his professional work, he spends time with his family, works on improving his golf game, and makes weekend trips to the beach. He is married with two grown sons.

Jenna Breslin is a financial advisor with OSAIC, holding a Series 66 designation and 16 years of industry experience. She previously worked at FSC Securities Corporation for 15 years before joining OSAIC in 2023. Outside of her advisory role, she is involved in selling variable annuities and fixed life and health insurance products. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a model-based investment approach that emphasizes asset allocation, portfolio optimization, and multiple program options delivered via a complex affiliate platform.