Jerome Gregory is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes roles at Agia and Allstate Financial Services. Outside of financial advising, he provides customer support for an IT services provider serving small and medium-sized businesses. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and employs a centralized technology model to support a large client base managed by over 1,200 advisors.

Edward Swan II is a financial advisor with TD Private Client Wealth LLC and TD Bank, N.A., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with TD since 2012. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody services.

Melissa Borelli is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2004. 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 financial planning, ERISA retirement plan advice, and a range of advisor-managed and firm-managed investment programs, utilizing strategic and tactical investment approaches overseen by its Investment Management & Research team.

Christian De Lorenzo is a CFP® affiliated with Hightower Advisors, based in Marlton, NJ, with one year of industry experience. Prior to joining Hightower, he worked at Meyer Capital Group and has been a licensed real estate agent with RE/MAX of Princeton. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions that include both affiliated and third-party managers.

Cameron Zubey is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Tussey Mountain. Outside of financial services, he has experience working at FourPaws Doggie Daycare. 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 access to a consolidated investment platform and personalized managed account solutions.

Robert O'Hara is a financial advisor with Sanctuary Advisors, LLC who holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves as an advisory board member for Cathedral Kitchen, a charitable organization in Camden, New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent advisors through a range of portfolio management options and employs multiple investment approaches, acting as a fiduciary under written agreements.

Craig Boyer is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory work, he is president of Boyer Holdings LLC and Coastal Fig Company, involved in agricultural ventures including growing and selling figs. 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 models and maintaining a large advisor base.

Milagritos Sosna is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. She holds a Series 66 credential and has worked at firms including JP Morgan Securities, Charles Schwab, and Ameriprise. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Elena Colibraro is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Key Investment Services and Key Bank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, with oversight from its Product Due Diligence Committee and partnerships with third-party discretionary managers.

Joel Davis is a CFP® professional with 11 years of industry experience currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at CWM, LLC, Main Street Financial Life Advisors, and Wells Fargo entities. Additionally, he works as an insurance agent selling life and annuity products and supports tax planning and preparation through a separate tax advising firm. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm’s approach includes discretionary and non-discretionary portfolio management, multi-manager solutions, and the use of both affiliated and third-party managers.

R Gaillard is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Janney since 2017, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage, financial planning, consulting services, and multiple advisory programs, utilizing a combination of in-house and third-party portfolio management.

Andrew Hipple is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He previously worked at Purshe Kaplan Sterling Investments for six years and has been involved with Lane & Associates LLC since 2013. 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 a centralized investment department and maintains a diverse client base that includes uncommon institutional relationships such as sovereign wealth funds and chartered trust services.

Chelsea Gordon is a CFP® professional at Lincoln Investment with 10 years of industry experience. She has been with Lincoln Investment since 2013. Outside of her role at Lincoln, she operates under the DBA Encompass Wealth & Legacy Planning LLC, providing clients with retirement, investment, and education planning services. 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 employs a range of strategic and tactical investment approaches, managing both discretionary and non-discretionary programs with approximately $22.9 billion in advisory assets as of the end of 2025.

Gary Begnaud is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill for 42 years, Bank of America for 9 years, and has been with Janney Montgomery Scott since 2020. 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 a range of brokerage, planning, consulting, and advisory services.

Stephen Schultz is a financial advisor at Lincoln Investment with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Capital Analysts, LLC. 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 investment services, utilizing both strategic and dynamic approaches through an internal Investment Management & Research team.

Roger Walton is an investment advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Kestra Advisory since 2016 and has been affiliated with related firms including Kestra Investment Services and Premier Financial Group since the late 1990s. He also owns a consulting business and maintains an insurance sales practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with a platform that supports diverse and complex investment solutions.

David Zimmerman is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Clearing and Ameriprise. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth clients, utilizing strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Phong Le is a financial advisor with Transamerica Financial Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has also been involved in solar and home improvement sales through his roles with Kinetic Innovations LLC and Sunbright Solar LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pensions, trusts, and charitable organizations, offering a range of advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, providing various managed and non-discretionary program options.

Kristian Lehner is a financial advisor with Kestra Advisory who holds the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2004. Outside of his advisory work, Lehner serves as the treasurer for Immanuel Presbyterian Church, handling bookkeeping and banking functions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Thomas Dawson is a Series 66 licensed advisor with PNC Wealth Management in Bensalem, PA, and has 22 years of industry experience. He has worked at PNC Investments LLC since 2013. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, employee pilot that uses algorithmic risk assessments and manages portfolios with approved model strategies implemented via mutual funds and ETFs.