James Burton is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Janney Montgomery Scott since 2007 in various roles. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Jodie Booth is a financial advisor with Kestra Advisory who holds a Series 66 credential and has 23 years of industry experience. Her career includes roles at MML Investors Services Inc and MassMutual from 2003 to 2021, followed by positions at LPL Financial, LLC and Private Advisor Group, LLC before joining Kestra in 2023. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and serves large institutional investors such as sovereign wealth funds.

Brett Hina is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His previous roles include long tenures at UBS Financial Services Inc. and Citigroup Global Markets. Outside of advising, he teaches a college course at Stockton University and serves on the board of The Starting Point, a nonprofit focused on addiction recovery and mental wellness. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and alternative investments, supported by a network of approximately 286 advisors.

Mary Ziegler is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 registrations and with 15 years of industry experience. She has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2010. Outside of her advisory role, she serves on the board of directors for DASI Inc. and is involved in commercial real estate loan brokerage through Palace Commercial Funding. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and access to proprietary and third-party investment advisory programs.

William Steen is a Series 66 licensed financial advisor at Janney Montgomery Scott with 12 years of industry experience. He has been with Janney Montgomery Scott since 2016 and previously operated Jack's Beach Service for 11 years. 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Joseph Sheehan is a financial advisor with Janney Montgomery Scott in Linwood, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously spent 22 years at Merrill. Janney Montgomery Scott LLC is a 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, financial planning, consulting, and advisory programs.

Zainab Bilgrami is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 credentials and five years of industry experience. She has been with TD Private Client Wealth since 2020 and also has prior experience at TD Wealth N.A. and TD Bank dating back to 2005. 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 clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

Lisa Ruela is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and bringing 11 years of industry experience. Her prior work includes a 21-year tenure at UBS Financial Services before joining Concurrent and Purshe Kaplan Sterling Investments in 2025. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by extensive platform integrations and affiliated sub-advisory arrangements.

Daniel Cewe is a Series 66-registered advisor with PNC Wealth Management, bringing 18 years of industry experience. He has worked at PNC Investments LLC since 2015 and previously held roles at Citizens Securities, Inc., Merrill, and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and third-party strategists for portfolio management.

Patrick Geubtner is a financial advisor with GWN Securities Inc. in Northfield, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with GWN Securities since 2013 and also operates his own law office specializing in wills and trusts since 1998. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals, through discretionary managed accounts and model portfolios. The firm employs a range of investment strategies, including traditional asset allocation and legacy market-timing approaches, and manages approximately $3.65 billion across more than 37,000 client accounts.

Eric Pepper is a financial advisor at Ameritas Advisory Services, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameritas in various capacities since 2003. In addition to his advisory role, he is a partner at Pepper and Pepper Ltd, where he sells traditional life insurance and annuities. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of program platforms and utilizes both firm-developed and third-party model portfolios.

Louis Barberio III is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Penn Mutual and Connecticut General Life Insurance Company during his career. Barberio serves as a board member and investment committee member for the Stockton University Foundation and is a member of the parish council at St. Gianna Parish. Hornor, Townsend & Kent (HTK) serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering discretionary and non-discretionary account options and managing substantial assets under advisement.

Amy Mahon is a Series 66-credentialed financial advisor with Kestra Advisory, bringing 14 years of industry experience. She has been with Kestra Financial Services since 2016 and also maintains a role with FBK Wealth Management. Outside of her advisory work, Mahon serves as president of the Love of Linda Cancer Fund, Inc. and is active in community organizations including the Ocean City Fine Arts League. She is also involved with local culinary writing and art sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and a range of managed solutions, serving large institutional clients as well as plan sponsors.

Daniel Lesneski is a CFP® with 16 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling, having previously worked at UBS Financial Services and Morgan Stanley. Concurrent Investment Advisors, LLC is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Alexander Sawickij is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth and TD Bank N.A. since 2018. Outside of his advisory role, he volunteers as a part-time crew member for the Atlantic City Ballet. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation, employing both affiliated and third-party sub-managers.

Braiden Scarpa is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Kestra Advisory, he worked at Kestra Investment Services, Trinity Wealth Securities, and Florida Financial Advisors. Outside of finance, he spent nine years working at Uncle Bills Pancake House and eight years with Middle Township Public Schools. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients ranging from retirement plan sponsors to sovereign wealth funds.

Tracie Fitzgerald is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has worked at Kestra Advisory and affiliated firms since 2016 and previously at PNC Wealth Management. Outside of advisory work, she serves as a consumer mortgage director at 1ST Bank of Sea Isle City and is involved as a member of Azure Wish Sailing Charters, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving both large institutional investors and more typical clients.

Michelle Keates is a financial advisor at Janney Montgomery Scott with over 32 years of industry experience, including 25 years at Janney. She holds Series 63 and Series 66 designations. Outside of her advisory role, Keates serves on the Board of Trustees at Stockton University, where she chairs the Investment Committee and contributes to several other university committees. 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 through a combination of in-house portfolio management and third-party managers, offering brokerage, financial planning, consulting, and multiple advisory programs.

Craig Blum is a CFP® professional with 27 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., having joined in 2026 after 12 years at UBS Financial Services and prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as secretary of a family-owned business, Cheri Blum Studios. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of advisory and brokerage services including wrap-fee programs, financial planning, investment management, and retirement plan consulting.

Peter Tampellini is a CFP® with 35 years of experience in the financial services industry. He has been with Benjamin F. Edwards & Company, Inc. since 2012, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a variety of advisory programs, financial planning, investment management, and brokerage services, combining proprietary strategies with third-party model providers.