Philip Patragnoni is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is the owner of Philip Marc Sons of Liberty, a non-investment-related business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available only to employees. The firm uses algorithm-driven risk assessments to guide investment in approved mutual funds and ETFs, with portfolio management delegated to third parties.

Christopher Dent is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2022, following six years at Key Investment Services LLC. Dent is also an owner and partner of Dent-Cylc Enterprises, Inc., a child care and child development business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and supervisory oversight, and manages client accounts with integrated inter-affiliate arrangements including affiliated broker-dealer and banking services.

Harry Hannigan is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Janney Montgomery Scott since 2003. 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, providing brokerage, financial planning, consulting, and advisory services.

Joseph Tortis Jr. is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Wealth and Income Solutions, having previously worked at MML Investors Services, Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he is the owner and captain of a fishing charter business in Marlton, NJ. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, wealth management services, and retirement plan consulting, supporting advisors with operations, trading, technology, investment management, and compliance.

Matthew Welch is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven, online discretionary model account available to select employees. The firm’s approach uses approved model strategies managed by PNC or third-party strategists, with automated portfolio implementation and annual rebalancing.

Christian Faino is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his role, he partners with clients to develop comprehensive financial plans tailored to their unique goals, ensuring that their money is aligned with their long-term objectives. Prior to his current position, Christian worked as an Investment Consultant at Fidelity Investments from 2020 to 2022. Christian's professional experience includes nearly a decade at Delaware Investments as an Advisor Consultant from 2012 to 2020, and earlier as a Practice Management Consultant at BlackRock Investment Management from 2007 to 2012. His career reflects a focus on providing financial guidance and support across various facets of investment management. Outside of his professional work, Christian enjoys activities such as baseball, beach outings, biking, family activities, golf, and skiing.

Jack Paolini is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has worked in the financial services industry since 2024, including prior roles at Paolini Financial Group and LPL Financial. Outside of finance, he has experience in hospitality and retail management, having worked at Josie Kellys Public House and Aloha Soft Serve. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs both discretionary and non-discretionary strategies and integrates technology platforms for asset aggregation and estate planning.

Adam Cohler is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and three years of industry experience. He has worked at multiple firms including Cohler Law Firm, Cohler Financial Associates, and the New Jersey Office of the Public Defender. Cohler serves as a board trustee member of the Camden County Bar Association outside of his financial advisory role. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and estates. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and supports its advisors through limited-partnership ownership and structured transition assistance.

Charles Lo Cicero is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, The Prudential Insurance Company of America, The Vanguard Group, and Tapfin/EY. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program.

Norah Evans is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2018, with prior roles at Santander Securities and HSBC Bank USA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized investment strategies.

Raymond Calvano Jr. is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including AET Investment Services, Dynamic Capital Investments, Cross Current Capital, and AXA. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house and third-party portfolio management across various platforms.

Gerald Jevic is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Oppenheimer since 2002. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection across multiple investment vehicles.

Samantha Mc Kee is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. Her prior experience includes roles at CURO Wealth Management and Sanctuary Securities, Inc., as well as non-financial positions at Cocco's Pizza and Saige Cafe. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account types and employs a range of investment philosophies supported by sub-advisors and third-party model platforms.

Paul Marinis is a financial advisor at Oppenheimer with a Series 66 designation. He has prior experience at FS Investments and Bloomberg LP, totaling over 14 years in related industries. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection and a range of investment strategies.

Paul Bracaglia is a financial advisor at Clearstead with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes 19 years at MyCIO Wealth Partners, LLC and over three decades at Brill Ventures. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that combines portfolio analytics, manager research, and strategic asset allocation across various investment vehicles and strategies.

Benjamin Greenlee is a financial advisor with Integrity Alliance, LLC in Medford, NJ, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and First Command Financial Services. Greenlee serves in the United States Army Reserves as a Brigade Observer/Controller. He is also co-owner and operator of Lightbridge Academy of Durham, a childcare center. Integrity Alliance serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides comprehensive asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Steven Forrest Jr. is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at Voya Financial Advisors, Inc. and previously held roles at Bank of America and Merrill. In addition to his advisory career, he serves as a commissioned officer and Company Commander in the New Jersey Army National Guard. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model and an extensive affiliate ecosystem.

Jessica Manard is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including PNC Investments and Citizens Securities INC prior to her tenure at TIAA-CREF, which began in 2017. Outside of her advisory role, she co-produces a podcast focused on true crime, supernatural subjects, and local South Jersey topics as a personal hobby. 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Kwesi Kittoe is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds a Series 66 designation. Prior to joining Janney in 2022, he worked at Merrill for one year and has experience at Rutgers University and Dots Ventures. Janney Montgomery Scott LLC is a large 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, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

James Bartolomei Jr. is a financial advisor with Eagle Strategies (NY Life) in Mt. Laurel, NJ, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been associated with Eagle Strategies since 2021 and has prior experience at Nylife Securities LLC and New York Life Insurance Company since 2013. Outside of his advisory role, he works as an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.