Anthony Ferrandino is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ferrandino serves as an advisory board member for nonprofit organizations focused on Batten disease research and support. Rockefeller Financial LLC serves 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 through a Private Advisor model and a consolidated investment platform, unique among enterprise advisers for its broker-dealer registration and involvement in alternative investment placements.

Mark Ulrich is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Rockefeller Financial LLC and Rockefeller Capital Management in 2025, he worked at Bank of America, N.A. for eight years and Merrill for 19 years. 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 provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Barbara Bauer is a financial advisor at Valic Financial Advisors with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including AGIA, OSAIC Services, Citizens Securities, and TD Wealth Management Services. Outside of advisory services, she is also an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing Envestnet’s platform for discretionary unified managed accounts and overlay services.

Marianna Goldenberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked previously at LPL Financial for 11 years before joining Commonwealth in 2014. Goldenberg is also co-owner of CURO Wealth Management LLC and is involved in Medicare product referrals. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Robert Schimeneck is a financial advisor with Valic Financial Advisors holding Series 66, Series 65, and Series 63 licenses and 19 years of industry experience. His prior roles include positions at Key City Capital, J. Alden Associates, and DLP Capital Advisors LLC. He is based in Mount Laurel, NJ. Valic Financial Advisors serves primarily 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 discretionary unified managed accounts through a large network of advisors utilizing advanced technology and model solutions.

Robert Lutz Jr. is a financial advisor with Commonwealth Financial Network in Cherry Hill, NJ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Lincoln Financial Network and INVEST Financial Corp. He is also involved in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office services. The firm offers discretionary model portfolios, customized investment solutions, and a platform with extensive operational and compliance support.

Gregory Taylor is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Park Avenue Securities LLC / Northeast Financial Network and has experience in the beverage industry with Bella Ray Beverage and Source Brewing. 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 services. The firm uses discretionary unified managed accounts through Envestnet’s platform and supports advisors with centralized technology and model solutions.

Daniel Hendel is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Key Investment Services since 2016 and has a longstanding involvement with Whitemarsh Valley Golf Club outside of his advisory work. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform and offers various wrap programs with integration across KeyCorp affiliates.

Thomas Lane Jr. is a CFP® and ChFC® with 23 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has operated Lane & Associates, LLC doing business as Lane Hipple Wealth Management Group since 2015. Lane is also a licensed insurance agent, dedicating part of his time to insurance sales and account servicing. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a Partner-led team structure with a centralized Investments Department and an open-architecture approach to asset allocation and manager due diligence.

Michael Sharp is a financial advisor with Private Advisor Group, LLC in Mt. Laurel, NJ, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. He has been with Private Advisor Group and affiliated LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions, using a fiduciary advisory model that incorporates third-party managers and advanced technology platforms.

Garrett Mayhart is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 65 and Series 63 licenses and seven years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co for six years and has experience as an agent selling non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors, leveraging centralized technology and model solutions.

John Moreno is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including CUNA Mutual Group and J Alden Associates Inc. Outside of his advisory roles, Moreno is involved with Newcleus, an entrepreneurial venture he has been engaged with since 2017. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Edward Sherwood is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2001. 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 multiple advisory programs.

Robert Johnson is a Senior Financial Consultant at Kestra Advisory with 26 years of industry experience. He has worked with Kestra Advisory since 2017 and was previously with Cadaret, Grant & Co., Inc. for eight years. Outside of advisory roles, he is involved with New Century Tax and Accounting LLC, providing income tax preparation services for individuals and small businesses. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and investment advice, supporting recommended investments with due diligence and offering access to multiple management platforms and complex product solutions.

Donald Albacker is a CFP® professional with 19 years of experience in financial advising. He has held roles at Kestra Advisory and Kestra Investment Services since 2026, following over a decade at Jcl Financial Group and Commonwealth Financial Network. His background includes financial planning combined with risk assessment to develop investment plans and manage asset allocation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as plan design, fiduciary consulting, and advisor-managed accounts, supporting large institutional clients and utilizing multiple management platforms and third-party solutions.

Kevin Keane is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 47 years of industry experience. He previously worked at Stifel for 11 years before joining Janney in 2018. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Ryan Tickner is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Janney Montgomery Scott since 1999. 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, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Michael Schwartz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His career includes prior roles at First Allied Advisory Services, First Allied Securities, Next Financial Group, and National Planning Corporation. Outside of his advisory work, he is involved in insurance, tax preparation, business consulting, and contributes articles on various business subjects. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management through multiple platforms and employs a mix of passive and active strategies tailored to client risk profiles.

Latoya Bagwell is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at notable firms including Morgan Stanley and Prudential Insurance Company of America. 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, financial planning, and consulting services, operating also as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Michael Coffey is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at notable firms including Citizens Securities, Inc., Private Advisor Group, LLC, LPL Financial, and PNC Wealth Management. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm employs a multi-provider model for portfolio management and emphasizes non-discretionary model selection with custodial and trade execution services offered through Pershing.