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.

David Rucki is a financial advisor with Commonwealth Financial Network based in Fort Washington, PA. He holds a Series 66 designation and has 12 years of industry experience, including eight years at Edward Jones and five years at Harvest Advisers, LLC. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers various investment and wealth management solutions, including discretionary model portfolios and customized advisory programs.

Matthew Collier is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at BlackRock, Bank of America, Merrill, and CrowdStreet Advisors. Collier has worked at Schwab-related entities since 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, recommending allocations and investments while leaving final trading decisions to clients, and distinguishes itself by not acting as a discretionary portfolio manager.

Kevin Newbert is a CFP® with three years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. He has previously worked at myCIO Wealth Partners, Legacy Advisors, Fortis Wealth, and Lighthouse Planning Consultants. Outside of financial advising, he operates a vacation home rental in Wildwood, New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment strategies through its network of over 400 independent adviser representatives and offers discretionary and non-discretionary portfolio management using various analytical approaches and sub-advisers.

William Adelsberger is a financial advisor at Lincoln Investment with 28 years of industry experience. He holds the Series 63 designation and has been with Lincoln Investment Planning, Inc. since 1998. In addition to his work in financial advising, he has a longstanding relationship with Asplundh dating back to 1990. 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 offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by its Investment Management & Research team.

Kenneth Smeland is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and five years of industry experience. His career includes time at Investors Bank and TD Bank N.A., with continuous service at TD Private Client Wealth LLC since 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm emphasizes strategic and tactical asset allocation through various managed portfolios and integrates both affiliated and third-party sub-managers in its investment approach.

Samuel Mathew is a CFP® with 37 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent for over 30 years. In addition to his advisory role, he owns and operates Mathew Capital Management, a life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a comprehensive platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Maeve Tobin is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. Prior to joining Janney in 2025, she held positions at Equitable Advisors, Evolution Financial Group, and PNC Bank. Outside of her advisory roles, she has experience working with Phantastix Lacrosse. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal entities. The firm offers brokerage services, financial planning, consulting, and advisory programs, utilizing a combination of in-house portfolio management and third-party managers across multiple platforms.

Kyle Summers is a financial advisor with Creative Planning in Collingswood, NJ. He holds the CFP® designation and Series 63 license and has eight years of industry experience. Prior to joining Creative Planning in 2021, he worked at Sullivan, Bruyette, Speros & Blayney, LLC. and The Vanguard Group, Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Julia Soranno is a financial advisor at Janney Montgomery Scott with five years of industry experience and holds a Series 66 designation. She previously worked at Capital Analysts and Lincoln Investment before joining Janney Montgomery Scott. The firm manages approximately $110 billion in discretionary and non-discretionary client assets and serves a broad client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory services.

Carol Peckman is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and over 30 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1994 and also maintains a long-term association with Aon Systems Corp dating back to 1982. Outside of her advisory role, she owns Peckman Financial Services, where she prepares federal, state, and local tax returns. 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 offers a range of financial planning and retirement plan advisory services, employing both strategic and tactical investment approaches across advisor-managed and firm-managed portfolios.

Rachel Howard is a financial advisor with Lincoln Investment, holding a Series 66 designation and 16 years of industry experience. She has worked at Lincoln Investment since 2022, following prior roles at Independent Financial Group and NPB Financial Group, LLC, as well as Manhattan Wealth Advisors. 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 offers financial planning, ERISA retirement plan advice, and manages a combination of in-house and third-party investment strategies using both strategic and dynamic approaches.

Peter Wechsler is a financial advisor at Brookstone Capital Management LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Brookstone since 2008. He also has a longstanding affiliation with Franklin Retirement Solutions. In addition to his advisory role, he holds various insurance agent appointments. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and specialized services such as a turnkey asset management platform and wrap-fee programs.

Adamantios Moraitis is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing eight years of industry experience. He previously worked at PNC Private Bank and M&T Securities, Inc., as well as Wilmington Trust. Outside of his advisory role, he is the owner of Collectibles Empire, a business unrelated to investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Tyler Mangum is a CFP® professional with 16 years of industry experience, currently serving at Lincoln Investment Planning, Inc. since 2009. He is a partner and co-founder of MC Capital Management, LLC, a financial services business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs utilizing both strategic and dynamic investment approaches.

Gregory Taglienti is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2007 and briefly worked at Ameriprise in 2007. Outside of his advisory role, he operates the Law Office of Gregory J. Taglienti, LLC, providing legal services to the public and other legal professionals. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, model portfolios, and both discretionary and non-discretionary programs, managing approximately $22.9 billion in advisory assets as of December 31, 2025.

Connor Webb is a CFP® with three years of industry experience, currently affiliated with Janney Montgomery Scott in Mt. Laurel, NJ. His background includes roles at Janney Montgomery Scott since 2022 and prior experience at The College of New Jersey and GolfCave LLC. 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, offering brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Michael Harriett is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Lincoln Investment since 2016 and Capital Analysts, LLC since 2023. Outside of his advisory role, he serves as a board member for the Lambertville, New Jersey Parks and Recreation department. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches to portfolio management.

John Yackel is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Trucendent and Envestnet Asset Management prior to joining Janney. He serves as a board member for Veterans Multi-Service Center, a nonprofit providing services to U.S. military veterans and their families. 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 a range of brokerage, financial planning, and advisory services, combining in-house portfolio management with third-party managers across multiple platforms.

Jessica Landis is a CFP®-certified financial advisor with 16 years of industry experience. She has been with Janney Montgomery Scott since 2016, currently serving at the firm’s Philadelphia office. 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, and institutions, delivering investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.