Frank Zoltanski is a financial advisor at Lincoln Investment with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Legend Equities Corporation, MSI Financial Services, Inc., and MetLife Investment Fund Services LLC. He has been with Lincoln Investment since 2017. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, portfolio management through model portfolios, and access to third-party managers, with an investment approach supported by an in-house Investment Management & Research team.

Marc Meyer is a financial advisor with Hightower Advisors, holding a Series 65 credential and five years of industry experience. He previously founded Meyer Capital Group and worked at Arizona State University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of portfolio construction techniques.

Stephen Cooper is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A. since 2018 and at TD Private Client Wealth LLC since 2013. 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 investors. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, offering ongoing portfolio management and financial planning support.

Robert Stauder is a financial advisor with TIAA-CREF in Marlton, NJ, holding Series 63 and Series 65 licenses. He has 37 years of industry experience and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, serving clients often connected to TIAA-administered employer retirement plans.

Brian Kelly is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and previously worked at BSK Property Development and Insurance Administrator of America. 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 entities, and municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

Andrew Barnett is a ChFC® with 30 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to joining Hightower, he spent 15 years at Wealth Cmt. He is a board member of Camp Ramah in the Poconos, where he serves on the investment committee and assists in fundraising. Hightower Advisors provides 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 alongside proprietary research and a variety of investment options.

Robbie Williams is a financial advisor with Citizens Securities, Inc. in Voorhees, NJ, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. His career includes roles at Citizens Bank, Wells Fargo Clearing, and PNC Investments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, with activities spanning discretionary and non-discretionary business.

Chad Mc Queen is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and The College of New Jersey. Outside of his advisory role, he serves as Vice President of Investments for Spectrum Wealth. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by extensive internal due diligence and various operational tools.

Timothy Richter is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at TD Private Client Wealth LLC since 2012 and has been with TD Bank, N.A. since 2011. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Bianca Difranco is a financial advisor with Eagle Strategies (NY Life) based in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Her career includes roles at NYLife Securities LLC and New York Life Insurance Company since 2013, as well as operating Simple Financial Solutions, LLC and Karalius & Associates Insurance and Financial Services, LLC, where she is involved in brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives, with a focus on tailored recommendations and primarily non-discretionary asset management.

Christopher Paleologus is a CFP®, CFA®, and Series 65 licensed advisor with 12 years of industry experience. He is currently with Hightower Advisors and has previously worked at Meyer Capital Group, Blue Bell Private Wealth Management, Wealth Enhancement Group, and AEPG Wealth Strategies. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to deliver customized portfolio management and financial planning services.

Joseph Burns is a Series 66-licensed financial advisor with PNC Wealth Management, based in Lumberton, NJ. He has 14 years of industry experience, including roles at PNC Investments and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Harry Carroll III is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 31 years of industry experience. He has worked with several firms including Massachusetts Mutual Life Insurance Company and New England Securities. Outside of his advisory role, Carroll serves as the head rowing coach at Moorestown High School. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning engagements and offers specialized programs such as event-driven planning and educational seminars.

Katarzyna Diamond is a financial advisor at LPL Financial with one year of industry experience and holds a Series 66 designation. She previously worked at Valic Financial Advisors, Inc. for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services utilizing both proprietary and third-party strategies across various platforms.

Raymond Trost is a CFP®-designated financial advisor at Edward Jones with 25 years of industry experience. He previously worked at Susquehanna Capital Group for 18 years and spent time at T3 Trading Group, LLC. Outside of his advisory work, he is a co-owner of TMT Property Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, supported by a large network of advisors and branches across the country.

John Feeley is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He is a board member of the Ronald McDonald House of Southern New Jersey. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ramy Iskandar is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities and PNC Investments. Outside of advising, he volunteers with the Leukemia and Lymphoma Society, mentoring students for their program. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Robert Martin Sr. is a CFP® with 42 years of industry experience and is currently affiliated with Raymond James Financial, where he has worked since 1999. He serves in several community roles, including positions on the Planning Board for the Borough of Riverton, the Finance Committee at Christ Church, and the endowment committee of the Riverton Steamboat Landing Foundation. He is also a member of the Board of Governors at the Greater Wildwood Yacht Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning and consulting tailored to client goals using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Ochir Shurugcheev is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. Starting in May 2024, he will also be associated with Andreanidis Financial Group LLC in an investment-related role. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

Michael Fehrenback is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1999 and joined Merrill in 2017 after experience at Smith Barney and Morgan Stanley. Michael serves a multi-generational client base that includes active and retired executives at power and public companies, attorneys, and others residing in more than a dozen states. Michael focuses on building strong relationships with clients, emphasizing frequent communication to understand their long-term goals, financial concerns, and preferences. He specializes in areas such as executive compensation, family wealth management, legacy planning, liquidity management, tax minimization, and retirement income. His approach includes developing customized strategies that enhance both assets and liabilities, coordinating with clients’ CPAs and attorneys on tax and wealth transfer matters, and incorporating Merrill’s research and vetted investment managers into portfolio construction. Michael holds a Bachelor of Science degree in Economics from Rutgers University and has earned the Personal Investment Advisor (PIA) designation. Outside of work, he spends time with his wife, Renee, and their three children, and enjoys golfing, reading, running, traveling, and watching movies.