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.

Marianne Rullo is a Series 65-licensed financial advisor with 21 years of industry experience. She has worked at Hightower Advisors since 2023 and previously spent 19 years at Meyer Capital Group. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions and discretionary and non-discretionary portfolio management, supported by proprietary research and a variety of investment vehicles.

Abraham Tillman is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Uber and TD Bank N.A. Outside of his financial career, he has been involved with Tabernacle Baptist Church and WTBI Radio since 2017. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, financial planning support, and access to a range of investment options through a combination of strategic and tactical asset allocation.

Jeffrey Lageman is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 14 years of industry experience. Prior to joining TD Private Client Wealth in 2024, he worked at Merrill from 2014 to 2022 and has been with TD Bank since 2022. 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 a range of investment options through a technology platform supported by Envestnet.

Bennie Hargrove is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2021, previously serving at Capital One Investing LLC from 2015 to 2019. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of managed investment programs, utilizing both strategic and dynamic approaches overseen by an in-house Investment Management & Research team.

Frank Zoltanski is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent seven years with Legend Equities Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, employing both strategic and dynamic investment approaches managed by an internal Investment Management & Research team.

Marc Meyer is a financial advisor with Hightower Advisors, holding a Series 65 credential and five years of industry experience. He previously founded Meyer Capital Group and worked at Arizona State University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of portfolio construction techniques.

Stephen Cooper is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A. since 2018 and at TD Private Client Wealth LLC since 2013. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, offering ongoing portfolio management and financial planning support.

Robert Stauder is a financial advisor with TIAA-CREF in Marlton, NJ, holding Series 63 and Series 65 licenses. He has 37 years of industry experience and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, serving clients often connected to TIAA-administered employer retirement plans.

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 ChFC® with 30 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to joining Hightower, he spent 15 years at Wealth Cmt. He is a board member of Camp Ramah in the Poconos, where he serves on the investment committee and assists in fundraising. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment options.

Robbie Williams is a financial advisor with Citizens Securities, Inc. in Voorhees, NJ, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes multiple roles at Citizens Securities and Citizens Bank, as well as positions at Wells Fargo and PNC Investments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency.

Timothy Richter is a financial advisor at TD Private Client Wealth LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TD Private Client Wealth LLC since 2012 and TD Bank, N.A. since 2011. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers services including portfolio management, financial planning support, and custody through third-party custodians.

Bianca Difranco is a financial advisor with Eagle Strategies (NY Life) based in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Her career includes roles at NYLife Securities LLC and New York Life Insurance Company since 2013, as well as operating Simple Financial Solutions, LLC and Karalius & Associates Insurance and Financial Services, LLC, where she is involved in brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives, with a focus on tailored recommendations and primarily non-discretionary asset management.

Christopher Paleologus is a CFP®, CFA®, and Series 65 licensed advisor with 12 years of industry experience. He is currently with Hightower Advisors and has previously worked at Meyer Capital Group, Blue Bell Private Wealth Management, Wealth Enhancement Group, and AEPG Wealth Strategies. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to deliver customized portfolio management and financial planning services.

Steven Wallace is a CFP®, ChFC®, and Series 66-licensed advisor with nine years of industry experience. He has been with TD Private Client Wealth LLC since 2016 and has held multiple roles within TD Bank N.A. from 2016 to the present. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custodial services.

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.

Harry Carroll III is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 30 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Carroll serves as the head coach of the Moorestown High School rowing team. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, typically focusing on collaborative, annual planning relationships without discretionary investment authority.

Katarzyna Diamond is a financial advisor at LPL Financial with one year of experience. She holds the Series 66 designation and previously worked for nine years at Valic Financial Advisors, Inc. There are no additional notable outside activities reported. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, including access to model portfolios and research from various sources.

John Feeley is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He is a board member of the Ronald McDonald House of Southern New Jersey. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.