Phong Le is a financial advisor with Transamerica Financial Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked in various roles related to solar energy and home improvement services, including positions at Sunbright Solar LLC and Kinetic Innovations LLC. Transamerica Financial Advisors serves a diverse client base ranging from individual and high-net-worth investors to corporate and charitable entities. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Evan Jurczynski is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and two years of industry experience. His previous work includes positions at Merrill and TD Bank. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of affiliated and third-party managers and maintaining a platform supported by Envestnet and Pershing.

John Watson is a CFP® and ChFC® with 28 years of experience in financial advising. He has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2014, and previously held roles at Wells Fargo Clearing, Osaic FA, Inc., and Quick & Reilly, Inc. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Paul Clemente is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Raymond James & Associates, Primerica Secure, and Boenning & Scattergood, Inc. Clemente has worked at Oppenheimer since 2022. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary services.

Daniel Kiefer is a financial advisor with TD Private Client Wealth LLC, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. His work history includes roles at TD Bank N.A., Cetera Advisor Networks LLC, UPS, Summit Financial Group, Inc., and Summit Brokerage Services. 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 customers. The firm utilizes a blend of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering portfolio management, financial planning, and custody services through established technology and custodian platforms.

Daniel Drabkin is a financial advisor with VALIC Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and bringing 24 years of industry experience. He has been with VALIC Financial Advisors since 2004 and also works with Agia. Outside of his advisory role, he is an investor in franchise businesses that teach coding to children and serves as treasurer and board member for Congregation Sons of Israel, where he leads the finance committee. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Jason Reeves is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, W.L. Gore & Associates, Siemens Healthineers, and Kuraray America Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select retail clients. The firm delivers services through an integrated model linked with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Carly Mccarty is a financial advisor at Lincoln Investment with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including First Command Advisory Services and PNC Wealth Management. Carly also holds a role as a licensed associate at Heritage Advisory Group. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management with model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model.

Alan Cohen is an investment advisor representative with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments, Inc., holding Series 63 and Series 65 licenses. He has 41 years of industry experience with prior roles at Wells Fargo Advisors, RBC Capital Markets, and Morgan Stanley. Cohen is also involved in providing fixed insurance and annuity advice and operates a related sole proprietorship focusing on fixed insurance production. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios using a variety of investment vehicles and offers integrated operational tools and affiliated sub-advisory arrangements.

Mario Dilisciandro is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 2010 and CTC, L.L.C. since 2012. Outside of his advisory work, he serves as Board Chair for both the Mantua Township Municipal Utilities Authority and the Gloucester County Library System. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm utilizes a combination of in-house model portfolios, third-party managers, and advisor-led consulting to provide tailored investment solutions.

Brian Buchanan is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hightower and its affiliated entities since 2017. His prior experience includes roles at Bank of America and Merrill. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing.

Gabrielle Carbonara is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and one year of industry experience. Before joining Lincoln Investment, she held various roles in the hospitality industry and has worked as an intern at Clearpath Wealth Partners. She also occasionally works as a bartender at Brothers Bar and Grill. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and corporate and retirement plan clients. The firm offers comprehensive financial planning, advisor-led consulting, and portfolio management, supported by an in-house Investment Management & Research team and access to third-party managers.

Daniel Hernandez is a CFP® professional with 39 years of industry experience, currently affiliated with Lincoln Investment. He has been with Lincoln Investment Planning, Inc. since 1987. Outside of his advisory role, he serves as President of the Favorite Harbor Condo Association, overseeing projects and maintenance. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and advisor-led consulting. The firm utilizes an in-house Investment Management & Research team alongside third-party managers to develop strategic model portfolios and adaptive strategies.

Jessica De Luca is a financial advisor with Steward Partners Investment Advisory, LLC in Mount Laurel, NJ, holding a Series 66 designation and 12 years of industry experience. She previously worked at Raymond James & Associates for eight years and at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2018. Outside of her advisory work, she co-manages rental real estate with her husband. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Anthony Pell is a financial advisor at Oppenheimer with 24 years of industry experience. He has been with Oppenheimer since 2013 and previously worked at Morgan Stanley for two years. He holds the Series 66 designation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Kevin Siclari is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and has a military background, currently on terminal leave as a Senior Master Sergeant in the U.S. Air Force, with service spanning over two decades. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides comprehensive financial planning and several wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor portfolios using mutual funds, ETFs, and third-party managers.

Paul Wampler is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He has been with Janney Montgomery Scott since 2008. He holds Series 63 and Series 65 licenses. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various wrap/advisory programs.

Brian Dunn is a financial advisor at PNC Wealth Management with 35 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

David Backal is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with United Planners since 2005 and is also a partner at Backal Pomerantz Wealth Management since 2014 and RBCHA since 2013. His professional activities include serving as a trustee for family trusts. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and uses a combination of custodians and third-party platforms, managing approximately $12.77 billion in assets, predominantly on a non-discretionary basis.

Paul Koenig Jr. is a CFP® and ChFC® with 19 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2016 and also maintains an affiliation with LPL Financial over the same period. His prior experience includes roles at Osaic FA, Inc. and Ameriprise. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, building customized portfolios with a long-term approach using mutual funds, ETFs, equities, and fixed income.