Scott Boyd is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Valic Financial Advisors and Ameriprise. Outside of his advisory role, he is the sole member of a business that sells a self-published book. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that develops strategic model portfolios and adaptive strategies.

John Du Mond is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has previously worked at The Leaders Group, Inc., Questar Asset Management, Questar Capital Corporation, and TruChoice. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment approach uses a top-down strategic asset allocation framework combined with risk-based mutual fund portfolios and periodic rebalancing based on defined strategic events.

Alexander Sawickij is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018. Outside of his advisory role, he volunteers part-time with the Atlantic City Ballet, assisting with stage setup and prop handling. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients and high-net-worth individuals. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Michael Stepanski is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Principal, he was affiliated with Principal Life Insurance Co. and Principal Financial Group. He also held a role supporting his father as a registered private staff member focused on comprehensive financial planning and wealth management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Alexander Frazier is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at multiple entities within the First Command organization since 2024. Outside of his advisory role, Frazier serves as a Military Intelligence NCO with the New Jersey Army National Guard and owns Warriors Edge Equity, a business focused on the development and sale of digital products such as technical indicators. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage portfolios.

Kevin Drobnes is a financial advisor at Equity Services, Inc. with 24 years of industry experience. He holds the Series 66 designation and has worked with National Life of Vermont, Equity Services, and SD Associates. Outside of his advisory roles, he is a licensed insurance agent and a shareholder in an accounting firm. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Anthony Fornatale is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has 21 years of industry experience, including roles at Fidelity Brokerage Services, Raymond James Financial Services, and TD Ameritrade. 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 products through a combination of affiliated and third-party sub-managers.

Kyle Slane is a CFP® with six years of experience and is currently with Janney Montgomery Scott. He has been with the firm since 2019, following earlier roles at the University of Kentucky and Wellshire Farms. Outside of his advisory work, he coaches youth baseball teams in New Jersey and California. 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 plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Gideon Evans is a financial advisor at Janney Montgomery Scott with 44 years of industry experience, including 32 years at Janney. He holds Series 63 and Series 66 designations. Evans serves as a board member for the Religious Zionists of America, a nonprofit focused on strengthening ties between Israel and the American Jewish community. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele with brokerage, financial planning, and advisory services provided through a combination of in-house and third-party portfolio management.

Christopher Masso is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Masso-Torrence Wealth Management Inc. and Commonwealth Financial Network. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

James Beam Jr. is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at TD Bank N.A. dating back to 2015. Beam Jr. is based in Marlton, NJ. 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 employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by platforms such as Envestnet and Pershing.

Daniel Loughlin is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to his tenure at Stratos starting in 2018, he worked at LPL Financial, Compass Securities Corporation, Havener Capital LLC, and WBI Investments, LLC. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach with discretionary and non-discretionary portfolio management, integrating multiple third-party platforms and offering specialized planning services through independent advisor representatives.

Douglas Gorecki is a financial advisor with TD Private Client Wealth LLC in Marlton, NJ, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior roles include positions at Merrill, Bank of America, David Lerner Associates, and The Prudential Insurance Company of America. Outside of his advisory role, he serves as executor and holds power of attorney for his mother. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a blend of strategic and tactical asset allocation through proprietary and third-party managers and relies primarily on percentage-of-AUM wrap fees.

Beth Mcdowell is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has been with Commonwealth Financial Network since 2006. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Deyoung is a CFP® professional with 20 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has held roles since 2013. Outside of his advisory work, he serves on the Widener University Business School Tax and Finance Board. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management under 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 variety of advisory solutions, combining advisor‑led discretionary management with model‑based strategies and access to insurance products and alternative investments.

Alan Pollack is a financial advisor at Hornor, Townsend & Kent, LLC with 30 years of industry experience. He holds the PFS™ and Series 63 designations and has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent for 28 years. In addition to his advisory role, he operates a CPA practice providing accounting, tax planning, payroll processing, and consulting services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with a platform that includes third-party asset managers, tailoring investment strategies to client needs.

Jerard Gray is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Gwfs Equities, Inc., Prudential Investment Management Services LLC, Prudential Insurance Company of America, and T. Rowe Price. Outside of financial advising, he is involved in real estate sales with Keller Williams Legacy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain individual investors. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Jason Mc Evoy is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has worked with Janney Montgomery Scott since 2019, having previously been affiliated with Capital One Advisors and Capital One Investing. Janney Montgomery Scott 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, and institutional clients, and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Lawrence Tchou is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and with 8 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has prior experience with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Additionally, he serves as an insurance agent with Bankers Life & Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. 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 create tailored asset allocations and offers both wrap and non-wrap programs with access to a broad range of securities and outside managers.

Kathleen Vasko is a CFP® and ChFC® with eight years of experience, currently advising at Janney Montgomery Scott. She has worked exclusively at Janney Montgomery Scott throughout her financial career and previously spent time at Wirx Pharmacy and Family Support Line. Kathleen serves as a trained advocate for CASA Youth Advocates of Delaware and Chester County and participates on the College and Career Planning Committee for Unionville Chadds Ford School District. 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 individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage, financial planning, consulting, and wrap/advisory programs with a combination of in-house and third-party portfolio management.