Michael Masterson is a CFA® charterholder with 17 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., where he has worked since 2016. Outside of his advisory role, he is a sole proprietor of a residential rental real estate property. 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, offering portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third-party sub-managers.

Michael Haas is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at TD Ameritrade and Citizens Securities, INC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, offering portfolio management, financial planning support, and access to a range of investment products through a platform supported by Envestnet and Pershing.

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 39 years of industry experience. He has been with Janney Montgomery Scott since 2011. Hoey 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 opportunities generated by Rowan University affiliates. 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 municipal clients with brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers.

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 worked at TD Bank N.A. since 2021 and concurrently serves as a part-time accounting manager for American Falcon International Inc., a manufacturer’s representative in the electric and electrical-parts sector. TD Private Client Wealth LLC offers discretionary managed account programs and brokerage services to institutional and high-net-worth private clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Luke Mccormick is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He has held roles at TD Private Client Wealth LLC and TD Bank, N.A. since 2017 and previously worked at TD Ameritrade, Inc. from 2013 to 2017. He holds the Series 63 and Series 66 designations. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody and reporting through third-party custodians.

Ryan Robinson is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing and Edward Jones. His career also includes roles outside of advisory services at Clemson University and DePuy Synthes. TD Private Client Wealth LLC serves institutional clients, high-net-worth private clients, and retail TDIS clients with discretionary wrap-fee managed account programs and brokerage services. The firm’s investment approach combines strategic and tactical asset allocation using both affiliated and third-party managers.

Dennis Lusk is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Farmers Financial Solutions. He serves as Chairman of the Board for the Camden County Regional Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Thomas O'Neill Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Inc. and Morgan Stanley in both advisory and private banking roles. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering investment advisory, financial planning, and managed account programs through a variety of proprietary and third-party solutions.

Allison Casey is a CFP® with 22 years of industry experience, currently advising clients at Janney Montgomery Scott since 2004. She holds Series 63 and Series 65 licenses and is based in Marlton, NJ. 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 plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Sheena Marston is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 credentials and has four years of industry experience. She has worked at Equity Services, Inc. since 2022 and with Nationallife Group since 2021. Outside of her advisory roles, she is a partner in a business providing parents with advice on college financing and works as a part-time fitness trainer. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms with a mix of long-term strategies and discretionary or non-discretionary third-party management, and incorporates broker-dealer activities alongside its advisory services.

Raimondo Feudale is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Guttmann & Longo Group. Since beginning her career as an intern at Merrill in 2015, she has developed expertise in comprehensive wealth management, focusing on understanding clients' unique needs and objectives. Raimondo collaborates with her colleagues Monica, Kevin, and Laurie to deliver tailored financial strategies and combines Merrill’s investment insights with Bank of America’s banking services to support clients' financial lives. Raimondo’s areas of specialization include college education planning, divorce transition planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, and retirement income. She holds FINRA Series 7 and 66 registrations as well as the Personal Investment Advisor (PIA) designation. Raimondo earned her Bachelor's Degree in Finance and Economics from Loyola University Chicago. She is fluent in English and Lithuanian and resides in Willowbrook, Illinois. Outside of her professional role, Raimondo’s personal interests include basketball, boating, bowling, camping, cooking, gardening, spending time with her family, and practicing yoga.

Kenneth Bradshaw is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Hightower Advisors and has previously worked at Meyer Capital Group and BlackRock. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers alongside proprietary research and portfolio construction techniques.

Pavan Wunnava is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at PNC Investments since 2017 and previously held roles at Bank of America and Merrill from 2010 to 2017. PNC Wealth Management offers retail brokerage and advisory services with several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to implement portfolios through approved strategies and third-party delegates.

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.

Justin Stein is a CFP® and CFA® at Hightower Advisors with two years of experience at the firm and eight years previously at PNC Bank. He is based in Marlton, NJ. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Anthony Mario is a financial advisor at PNC Wealth Management in Cherry Hill, NJ, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Janney Montgomery Scott, TD Bank, Santander Bank, and Tower Financial Planning. Outside of advisory work, he was involved with Il Villiggio from 2014 to 2018. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investment strategies via approved model portfolios with annual rebalancing.

Jennifer Fisher is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Sanctuary Wealth in 2021, she worked at Bank of America, N.A., and Merrill from 2016 to 2021. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm supports a range of investment approaches and account management styles while acting as a fiduciary under written agreements.

Stephen Cicali is a financial advisor at Prime Capital Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prime Capital Investment Advisors, LLC since 2019, following prior roles at Financial Engines Advisors L.L.C. and TMFS Advisors, LLC. He is also involved with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, employing a range of investment strategies and custodial platforms.

Kimberly Figueroa is a financial advisor with Principal Financial Services, holding a Series 66 designation and 14 years of industry experience. Her work history includes roles at Principal Securities Inc, Principal Life Insurance Company, and Allstate Financial Advisors. She is also licensed as an insurance agent offering fixed life, annuities, and disability products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.