Allison Balmores is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and VOYA Financial Advisors, Inc. She has been with TD Private Client Wealth LLC since 2016. 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 support, and access to various investment products through a combination of affiliated and third-party sub-managers.

Edward Silberman is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, providing managed-account programs, financial planning, and brokerage services.

Jadah Riley is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. Prior to joining Focus Partners, she held roles at Buckingham Strategic Wealth, Francis Financial, RTD Financial, Oppenheimer & Co, Inc, Financial Advisor Magazine, and Allstate Insurance Company. She also serves as treasurer for the Keep it Goins Foundation, a nonprofit providing free pest control services to low-income families. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies, third-party managers, and private funds.

John Mitsos is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at WCG Wealth Advisors, LLC and MML Investors Services, Inc. Mitsos is also involved in fixed insurance sales through Treloar & Heisel, LLC and Massachusetts Mutual Life Insurance Company. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, and institutional clients. The firm offers a range of portfolio strategies implemented through various management models and integrates financial planning and tax services into many client relationships.

James Ewing is a financial advisor at Hightower Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Bank of America, and HighTower Securities prior to his current role since 2017. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and varied investment strategies.

Lisa Phillips is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Redburn Partners and DigiBite. 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 including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Kevin Gibson is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services, LLC before joining Stratos Wealth Partners and LPL Financial LLC in 2024. Gibson is also involved in non-variable insurance advisory activities. Stratos Wealth Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting, delivering services through a large network of investment adviser representatives who use both proprietary and third-party strategies.

Grady Edwards is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has been with Valic since 2024. Outside of his advisory role, he serves as a soccer referee in his local community and is an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors primarily 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 UMA models for portfolio construction.

Nicholas Rounds is a financial advisor with TD Private Client Wealth LLC in Marlton, NJ, holding a Series 66 designation and 18 years of industry experience. He has worked at TD Bank, N.A. and TD Private Client Wealth LLC since 2015. 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 constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Richard Robinson Jr. is a ChFC® credentialed financial advisor with Janney Montgomery Scott, where he has worked since 1984, accumulating 42 years of industry experience. He operates the River of Life Martial Arts and Wellness Center outside of his advisory role. 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 with brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

Vivian Capano is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill for 20 years, as well as TD Private Client Wealth LLC and TD Bank N.A. She has been with Rockefeller Financial since 2022. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering both discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services through a consolidated investment platform and a Private Advisor model.

James Farrell Sr. is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Univest Corporation. He serves as President and non-voting member of the Upper Moreland Police Pension Fund, where he assists with investment evaluations and administrative duties. 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 utilizes a mix of in-house and third-party strategies, combining strategic and tactical approaches overseen by an Investment Management & Research team.

Andrew Sargent is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds the Series 66 designation and has worked exclusively with Janney Montgomery Scott since 2017, aside from a brief period with Roots Natural Kitchen. 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 municipal clients, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Joel Steele is a financial advisor with Eagle Strategies (NY Life) in Cherry Hill, NJ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2011 and has longstanding ties to New York Life and affiliated entities dating back to 2002. Outside of his advisory role, Steele is involved in several entrepreneurial and charitable ventures, including co-founding a charitable organization and holding passive interests in minor league sports and environmental carbon removal companies. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement plan advisory services through a large network of advisors. The firm emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis for individual and institutional clients within an integrated New York Life affiliate structure.

Michael Cooper is a financial advisor at First Command Advisory Services with four years of industry experience and holds the Series 66 designation. He previously worked at J.P. Morgan Securities, LLC and Thrivent Financial. Cooper has been involved with the Marlton Assembly of God since 2023 and the Journey Church in Queens from 2011 to 2022. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a prescreened selection process.

Jamil Jackson is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Caesar’s Entertainment, PNC Investments, PNC Bank, Wawa Inc., and Rowan University. Outside of his advisory role, he is a co-owner of Stories Untold Media, a non-investment-related business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third parties.

David Chesner is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including a decade at Lion Street Financial and extensive involvement as a partner and physician at Rheumatic Disease Associates since 1998. Chesner also provides estate and financial planning consulting services to physicians through The Financial Group of Philadelphia. Integrity Alliance serves a diverse client base, including individual investors, corporations, and retirement plans, offering a wide range of advisory and brokerage services through a network of independent advisors managing approximately $5.4 billion in assets. The firm combines discretionary accounts, model portfolios, and third-party sub-advisers with both strategic and adaptive allocation approaches.

Lauren Thompson is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. She also operates Affordable Tax and Accounting Services LLC, a tax and accounting business based in Cherry Hill, NJ, where she works approximately 20 hours per week. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, 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, employing customized portfolios with a long-term approach and utilizing both internal management and third-party asset managers.

Nicholas Mondak is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously with National Life Group and at Calloway's Restaurant and Bar. Outside of his advisory role, he is involved as an assistant baseball coach with the New Jersey Marlins, supporting winter workouts and player development. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a blend of long-term strategies and options for shorter-term trading, utilizing a network of investment adviser representatives and third-party asset managers.

Knalidi Davies is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to entering the financial services sector, Davies worked in construction and manufacturing roles and has served in the New Jersey Air National Guard since 2008. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved managers and model portfolios.