Robert Davis is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Realta Equities, Inc. and Realta Investment Advisors, Inc. for over a decade. Davis also serves as a financial advisor for Monumental Wealth, an investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model allowing tailored investment strategies while offering formal retirement-plan advisory and pension consulting services.

Matthew Prince is a Series 65 licensed financial advisor with four years of industry experience. He is currently with Sanctuary Advisors, LLC and has previously worked at Financial Engines Advisors L.L.C., Sharp Wealth Advisory, LLC, Buckingham Strategic Wealth, LLC, Econ Wealth Management, and BDFS Capital LLC. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses multiple sub-advisors and third-party platforms to implement strategies, supported by an integrated affiliate structure and recent acquisitions.

Lemmon Hamilton is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked for Merrill Lynch Pierce, Fenner & Smith, Inc. for 14 years before joining TD Private Client Wealth LLC in 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and custody services through a mix of affiliated and third-party sub-managers.

Sean Fasanella is a financial advisor with Sanctuary Advisors, LLC in Moorestown, NJ, holding a Series 66 designation and six years of industry experience. Prior to joining Sanctuary Wealth in 2021, he worked at Merrill from 2018 to 2021 and Kempersports Management from 2016 to 2018. He also serves as a Battalion Signal Officer in the New Jersey Army National Guard. Sean is involved with real estate investment activities through Dragonfly Hudson Investment LLC, focusing on home renovation for resale. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates a large network of independent adviser representatives and offers a range of advisory solutions, including discretionary and non-discretionary programs, separately managed accounts, and retirement plan advisory services.

Robert Barger is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He holds a Series 65 designation and also operates Robert Barger Accounting, where he provides accounting services. Prior to that, he worked at GB Accounting Services, Inc. for nine years. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, employing both internal management and third-party asset managers to implement customized portfolios.

Bryan Minerva is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2019. Prior to his finance career, he was employed at Wine Warehouse and Shoprite. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

James Small Jr. is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 1997. 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, consulting, and multiple advisory programs.

Thomas O’Neill Sr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and possessing 43 years of industry experience. His prior roles include positions at Raymond James & Associates, Inc., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management.

Michael Masterson is a CFA® charterholder with 17 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., where he has worked since 2016. Outside of his advisory role, he is a sole proprietor of a residential rental real estate property. 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 TDIS 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.

Michael Haas is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at TD Ameritrade and Citizens Securities, INC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, offering portfolio management, financial planning support, and access to a range of investment products through a platform supported by Envestnet and Pershing.

Andrew Tremblay is a CFA® charterholder with 13 years of industry experience. He currently works at PNC Wealth Management and previously spent over a decade at BlackRock. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and executes investments via mutual funds and ETFs with annual rebalancing.

Michael Archer is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds a Series 66 credential and has worked at Janney since 2021, following a decade at Bank of America and Merrill. 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 diverse client base and provides investment advice through a combination of in-house portfolio management, third-party managers, and multiple advisory programs.

Robert Hoey is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2011. Hoey serves as Vice Chairman of the Rowan University Foundation Investment Committee and is a board member of the Rowan Innovation Venture Fund, which invests in early-stage technology and health science opportunities generated by Rowan University affiliates. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients with brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers.

Nabiha Khan is a financial advisor with TD Private Client Wealth LLC in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at TD Bank N.A. since 2021 and concurrently serves as a part-time accounting manager for American Falcon International Inc., a manufacturer’s representative in the electric and electrical-parts sector. TD Private Client Wealth LLC offers discretionary managed account programs and brokerage services to institutional and high-net-worth private clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Luke Mccormick is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He has held roles at TD Private Client Wealth LLC and TD Bank, N.A. since 2017 and previously worked at TD Ameritrade, Inc. from 2013 to 2017. He holds the Series 63 and Series 66 designations. 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 TDIS clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody and reporting through third-party custodians.

Ryan Robinson is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing and Edward Jones. His career also includes roles outside of advisory services at Clemson University and DePuy Synthes. TD Private Client Wealth LLC serves institutional clients, high-net-worth private clients, and retail TDIS clients with discretionary wrap-fee managed account programs and brokerage services. The firm’s investment approach combines strategic and tactical asset allocation using both affiliated and third-party managers.

Dennis Lusk is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Farmers Financial Solutions. He serves as Chairman of the Board for the Camden County Regional Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Thomas O'Neill Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Inc. and Morgan Stanley in both advisory and private banking roles. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering investment advisory, financial planning, and managed account programs through a variety of proprietary and third-party solutions.

Glenn Wiener is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 designations and bringing 27 years of industry experience. He previously worked at Prudential Investment Management Services LLC and Prudential Insurance Company of America from 2011 to 2022. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kevin Petrone is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. He has been with PNC Investments and affiliated entities since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account pilot available to select employees. The firm implements investment strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing and uses algorithm-driven risk assessments for model selection.