Robert Lee is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has held positions at J.P. Morgan Securities, Chase Investment Services Corp., The Astorino Financial Group, and LPL Financial. He has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management, including customized portfolio management under fiduciary standards.

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.

Deborah Wainwright is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 66 licenses and 41 years of industry experience. She worked at Merrill from 1984 to 2025 before joining Rockefeller Financial. 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 both as a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

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.

Patrick Unrath is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A., and Merrill. 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, and consulting, operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Regina Spano is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Capital Management since 2018, following five years at Merrill Lynch. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with an integrated investment platform that offers a range of solutions including direct portfolio management, third-party manager access, and personalized managed accounts.

Max Weintraub is a financial advisor at Private Advisor Group, LLC with 12 years of industry experience. He holds the Series 65 and Series 63 credentials and has been with Private Advisor Group since 2016. Weintraub also has professional experience with LPL Financial and operates Weintraub Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, leveraging technology platforms and third-party managers.

Michael Archer is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds a Series 66 credential and has worked at Janney since 2021, following a decade at Bank of America and Merrill. 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 and provides investment advice through a combination of in-house portfolio management, third-party managers, and multiple advisory programs.

Robert Hoey is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Janney since 2011 and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker. Outside his advisory role, he serves as Vice Chairman of the Rowan University Foundation Investment Committee and is a board member of the Rowan Innovation Venture Fund, which invests in early-stage technology and health science ventures affiliated with Rowan University. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Nabiha Khan is a financial advisor with TD Private Client Wealth LLC in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with TD Bank N.A. since 2021 and also works part-time as an accounting manager for American Falcon International Inc., a manufacturer’s representative in the electric and electrical parts export and import sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers comprehensive portfolio management and financial planning services.

Jeffrey Sharer is a CFP® with 15 years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. He has worked at various entities within Bankers Life since 2016. Outside of his financial advisory role, he serves as the President of the Dublin Borough Council. 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 consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities with periodic reviews and rebalancing.

Daniel Quinn is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at TD Ameritrade and Facet. Quinn has worked at TIAA-CREF since 2023. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model portfolios and customized portfolios, and acts as adviser to a donor-advised fund.

Moustapha Mamadou is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His previous roles include positions at Wells Fargo Bank, Wells Fargo Clearing, Pruco Securities LLC, Foresters Financial Services, and The Prudential Insurance Company of America. Outside of his advisory work, he is a founder and board member of Give Her A Chance, a nonprofit focused on supporting and providing education for girls. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of affiliated and third-party managers through a structured asset allocation process.

Cassandra Minervini is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 19 years of industry experience. She worked at Merrill from 2002 to 2020 before joining Rockefeller Financial in 2020. 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 and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Thomas Segerstrom is a CFA® charterholder with six years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Marsh & McLennan and The Vanguard Group, Inc. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team approach with a centralized investment process focused on asset allocation and manager due diligence, and it provides specialized services for clients with complex needs.

Maxwell Mercando is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Foundations Financial Partners, Repko Law, and Morgan Stanley. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary portfolio construction, model portfolios, and multiple program structures, supported by substantial clearing and custody relationships.

Gregory Kempner is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked with firms including Wealthcare Advisory Partners, LPL Financial, Cantella & Co., and UBS Financial Services. Kempner founded Wealthcare Advisory Partners LLC, through which he continues to provide investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions including its proprietary WealthSuite platform. The firm employs a fiduciary-based advisory model that integrates multiple investment strategies and leverages third-party managers and technology platforms.

Jake Boscarelli is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. Prior to his current role, he has worked at JRB Wealth Management and Square One Credit Management. He also dedicates a portion of his time to fixed insurance sales conducted at his branch location. 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, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Joseph Falchetta is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2020. He previously worked at Axa Advisors LLC for eight years. Falchetta is also a part-owner and member of True North Financial Planning, LLC, a private entity involved in securities, advisory, and insurance business activities. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, and operational support. The firm offers a range of investment and wealth management solutions, including discretionary model portfolios and customized advisory programs.

Anthony Mario is a Series 66-registered advisor with PNC Wealth Management in Cherry Hill, NJ, and has three years of industry experience. His prior roles include positions at Janney Montgomery Scott and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that relies on algorithmic risk assessments and uses mutual funds and ETFs with annual rebalancing.