Amanda Virella is a Series 66-licensed financial advisor with four years of experience at TD Private Client Wealth LLC and TD Bank N.A. She previously worked at PNC Private Bank and Oppenheimer and Co. Inc. Among her prior roles, she has experience outside the financial industry at firms including Ultra Chemical and Alliance Pest 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 clients. The firm employs strategic and tactical asset allocation across portfolios that include affiliated and third-party investments, offering financial planning, custody, and reporting services through third-party custodians.

Alan Woller is a financial advisor at Oppenheimer & Co. Inc. in Princeton, NJ, holding a Series 66 designation with 12 years of industry experience. He has been with Oppenheimer since 2016. Outside of his advisory role, he participates in a local networking group focused on fostering business relationships through referrals. Oppenheimer serves a diverse client base, including high-net-worth individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Joseph Sullivan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services, and maintains a CPA practice providing tax preparation and consulting services. Sullivan is also co-owner of 523 Partners, LLC, a real estate management entity in Yardley, PA. Commonwealth Financial Network supports a national network of advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operational support while allowing advisors discretion in portfolio construction.

John Delvecchio is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over 35 years at Commonwealth Equity Services, Inc. He is also involved in insurance sales and co-owns Benefit Planning Services, Inc., a private entity related to securities and advisory business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios and customized investment solutions.

Joshua Lutton is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Foundations Financial Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. He is also involved in fixed insurance sales, dedicating a portion of his business hours to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

Sean Arnold is a financial advisor with Rockefeller Financial LLC and ROCKEFELLER Capital Management, holding a CFP® designation and Series 63 and 66 licenses. He has 11 years of industry experience, including roles at Bank of America, Merrill, LPL Financial, and TruMark Financial Credit Union. Outside of his advisory work, Arnold serves as Secretary for the Dickinson College Football Alumni Council. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Matthew Collier is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at BlackRock, Bank of America, Merrill, and CrowdStreet Advisors. Collier has worked at Schwab-related entities since 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, recommending allocations and investments while leaving final trading decisions to clients, and distinguishes itself by not acting as a discretionary portfolio manager.

Christa Wendell is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Rockefeller Financial and its affiliate Rock & Co LLC since 2018. Outside of her advisory role, she is a 50% owner of CWM Holdings LLC, a company involved in owning and leasing residential property. Rockefeller Financial serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and consulting services, while also operating as a registered broker-dealer.

Carol Peckman is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and over 30 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1994 and also maintains a long-term association with Aon Systems Corp dating back to 1982. Outside of her advisory role, she owns Peckman Financial Services, where she prepares federal, state, and local tax returns. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, employing both strategic and tactical investment approaches across advisor-managed and firm-managed portfolios.

Thomas Granaghan is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Rockefeller Financial since 2021 and concurrently with Foresters Advisory Services LLC and Foresters Financial Services since 2016. 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 provides portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering investment banking and variable insurance products through an integrated Private Advisor model and consolidated investment platform.

Ryan Hamilton is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Janney Montgomery Scott since 2014. 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, financial planning, consulting, and multiple advisory programs.

Jonathan Battillo is a CFP® with 20 years of industry experience, currently serving at Rockefeller Financial LLC since 2024 and Rockefeller Capital Management since 2025. He previously worked at Bank of America, N.A. and Merrill, where he spent 15 and 20 years respectively. He is nominated to join the Board of Trustees at Doane Academy, where he would participate on the Finance Committee. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and has a distinctive recapitalized ownership structure with significant institutional minority owners.

Joseph Wilson is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 32 years of industry experience. He has been with Commonwealth and KBC Financial Services, Inc. since 2003, where he is also president and sole owner of KBC Financial Services. In addition to his advisory work, Wilson operates Wilson Financial Consulting Group, providing accounting services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operational, trading, technology, and compliance support to affiliated advisors.

Eric Vasil is a ChFC® credentialed financial advisor with 14 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2021. His prior experience includes roles at LPL Financial, BrightHouse Securities, and MetLife Securities. Outside of advisory services, he is a managing partner of A&E Property Holdings LLC, involved in mortgage and real estate services. 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 portfolio management, financial planning, and access to third-party asset managers through a variety of platforms and strategies.

Ryan Mahlstedt is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Merrill, Morgan Stanley, Rock & Co LLC, and 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Sean Smith is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years and Red Light Management for six years. Outside of his advisory role, he provides consulting services for his family's business, assisting with corporate strategy and operations. 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 with integrated services including trust, insurance, and investment banking.

Cory Logan is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 19 years. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments within a comprehensive wealth management platform.

Frank Hundley is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2016 and previously held roles at Bank of America and Merrill. Hundley serves on the Board of Directors for the Rutgers University Foundation. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

David Selenko is a financial professional with 23 years of industry experience, currently affiliated with GWN Securities Inc. He holds Series 63, 65, and 66 designations and has worked at GWN Securities since 2020. Prior to that, he was with Mass Mutual Investors Services and MetLife Securities. He is also a licensed attorney, currently inactive, and holds insurance licenses in life, disability, long-term care, property and casualty, and health and accident insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including traditional asset allocation and legacy market-timing and momentum strategies.

Shawn Purdy is a CFP® with 33 years of industry experience currently serving as an advisor at Integrity Alliance, LLC. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. for over a decade. Outside of his advisory role, he is the sole owner of Pinnacle Ventures LLC. Integrity Alliance is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in client assets. It offers a range of advisory and brokerage services to individual investors, corporations, and retirement plans, utilizing various portfolio management strategies and platforms.