Stephen Albinson is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 14 years of industry experience. He has worked at Valic Financial Advisors since 2011 and holds a non-securities insurance agent position with Agia. Valic Financial Advisors 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Frank Midili is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Janney Montgomery Scott since 2016. 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, and advisory programs.

Marissa Wood is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and six years of industry experience. She has worked at Brookstone since 2019 and also serves as a bookkeeper for the Law Offices of John Dooley. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Mark Ciarelli is a CFP® with 43 years of industry experience, currently serving at Ameritas Advisory Services, LLC since 2021. He has held positions at Ameritas Investment Corp., Financial Capital Group LLC, and Ameritas Life Insurance Corp., with a career spanning over five decades. In addition to his advisory work, he is a founding member of Financial Capital Group, LLC, where he provides financial planning and is licensed to sell fixed insurance products and offer life settlements. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and employs a mix of model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary advice.

Thomas Meyer is a financial advisor at Hightower Advisors with a Series 65 credential and nine years of industry experience. He previously founded and led Meyer Capital Group from 2015 to 2023 before joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Rashan Mc Rae is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and previously served 30 years in the US Army and US Army Reserve. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios across various investment vehicles.

Joseph Fasano is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Agia and the Abington School District, as well as a decade at The Little Gym of Springhouse. Outside of his advisory work, he is an agent involved in non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating with a large network of advisors nationwide.

Daniel Lex III is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2015. Outside of his advisory role, he owns and operates D&S Cleaning Co., a commercial cleaning business he founded in 2000. Valic Financial Advisors serves primarily U.S.-based 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-developed UMA models for portfolio construction.

Gregg Potash is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessment and employs mutual funds and ETFs managed by PNC or third-party strategists.

Michael Vinci is a Series 65 licensed advisor at Hightower Advisors with five years of industry experience. Prior to joining Hightower in 2023, he worked at Wealth CMT and Smart Soccer 101 from 2017 to 2023. Outside of his advisory role, he serves as a therapy dog handler, providing emotional wellness support at various client locations. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

William Degener is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America and Merrill since 2013. Degener serves as a trustee for the Moorestown Youth Baseball Federation, a nonprofit organization managing youth baseball programs and facilities in Moorestown, NJ. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a variety of analytical approaches and maintaining fiduciary standards when agreements are in place.

Pascal Asiedu is a financial advisor with Eagle Strategies (NY Life) in Mt. Laurel, NJ, holding Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at NYLife Securities LLC and New York Life Insurance Company since 2013. Outside of his advisory work, he is involved in multiple entrepreneurial ventures, including logistics management, e-commerce, and merchandising. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

Scott Boyd is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Valic Financial Advisors and Agia. Outside of his advisory role, he is the sole member of a business that sells a self-published book. 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 services and manages both in-house and third-party investment strategies using strategic and tactical approaches.

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.

Thomas Lane III is a CFP® and ChFC® with 17 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has also led Lane & Associates, LLC dba Lane Hipple Wealth Management Group since 2015. In addition to his advisory work, Lane is a licensed insurance agent. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

John O'Connor is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Lincoln Investment, M1 Finance, and Hapi Corp prior to joining Janney Montgomery Scott in 2022. 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.

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.

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.

Robert Gershon is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Wells Fargo, JP Morgan Securities, and New York Life, among others. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing Envestnet’s platform and a range of unified managed account programs.

Emily Spych is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with Valic Financial Advisors since 2006 and also works as an agent with Agia, providing non-securities insurance products. 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, using Envestnet-developed UMA models to construct client portfolios.