Keith Herman is a Series 66-registered financial advisor with 20 years of industry experience. He has been with United Planners' Financial Services of America since 2017 and previously worked at Summit Brokerage Services. Outside of his advisory role, he is a partner in Haddon Advisory Group, a non-investment-related partnership. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Barbara Headley is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. She has 38 years of industry experience, including prior roles at Cetera Advisors LLC and Investors Capital Corp. Outside of advising, she serves as secretary and site manager for the Willow Ridge Executive Office Park Owners Association in Marlton, NJ. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operations, technology, investment management, and compliance support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

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, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

John Torrence is a financial advisor at Farther with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Masso Torrence Wealth Management Inc. and Commonwealth Financial Network. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs Modern Portfolio Theory in its investment approach, using proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, equities, fixed income, and independent managers.

Garrett Mayhart is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 65 and Series 63 licenses and possessing seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm delivers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Keith Thibodeau is a financial advisor with First Command Advisory Services holding a Series 66 designation and eight years of industry experience. His background includes five years of service in the U.S. Army and continuous roles within the First Command organizations since 2018. Outside of his advisory work, he is the owner of Owl Family Finance LLC, an investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs that utilize model portfolios and third-party managers chosen by a centralized Investment Management Team.

Warren Leeds IV is a financial advisor with Lincoln Investment, holding a Series 65 license and one year of industry experience. Prior to joining Lincoln Investment, he worked at Bayada and Tristate Financial Advisors. He also has experience in client support roles within financial services through his work with Natale & Harriett Wealth Management. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers comprehensive financial planning and a range of managed portfolio programs, employing both strategic and dynamic investment approaches.

John Haggerty is a Series 66–licensed financial advisor with First Command Advisory Services and has three years of industry experience. Prior to his advisory career, he served in the United States Air Force for 21 years. He is a House Committee Member of the American Legion Post 294, where he participates in governance and maintenance activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, providing centralized investment management through an internal team that selects and monitors portfolios and third-party managers.

Scott Wood is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc., where he has worked since 2022. He has three years of industry experience and previously held roles at CNO Financial Group, Robert Half, and American Income Life Insurance Company. Outside of advising, he works as a TaskRabbit tasker, assisting with local labor tasks such as moving and furniture assembly. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and uses a combination of fundamental, technical, and cyclical analysis in its investment approach.

Thomas Frannicola is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Independent Financial Group since 2011. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Shea Harvey is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Prior to joining First Command in 2018, Harvey worked at BlackRock, Inc. and Blackrock Investments, LLC for a combined 22 years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers.

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.

Brandon Weinberg is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has additional roles within Bankers Life And Casualty and Bankers Life Securities. Outside of his advisory work, Weinberg serves on the marketing advisory board at Rider University and volunteers as president of the Cherokee High School Lacrosse Booster Club. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios aligned with clients’ goals and risk tolerances.

Jonathan Parsons is a financial advisor with TD Private Client Wealth LLC in Marlton, NJ, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior roles include positions at BofA Securities, Inc. and Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation through its TD Managed Portfolios and other investment platforms.

Lemmon Hamilton is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked for Merrill Lynch Pierce, Fenner & Smith, Inc. for 14 years before joining TD Private Client Wealth LLC in 2026. 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, and custody services through a mix of affiliated and third-party sub-managers.

Sean Fasanella is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and six years of industry experience. Prior to joining Sanctuary Wealth in 2021, he worked at Merrill from 2018 to 2021 and Kempersports Management from 2016 to 2018. He also serves as a Battalion Signal Officer in the New Jersey Army National Guard. 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 offers a range of portfolio management solutions and acts as a fiduciary under written advisory agreements.

Robert Barger is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He holds a Series 65 designation and also operates Robert Barger Accounting, where he provides accounting services. Prior to that, he worked at GB Accounting Services, Inc. for nine years. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, employing both internal management and third-party asset managers to implement customized portfolios.

James Small Jr. is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 1997. 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.

Thomas O’Neill Sr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and possessing 43 years of industry experience. His prior roles include positions at Raymond James & Associates, Inc., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management.