Victor Pagano is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at Citigroup Global Markets for 14 years before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Miguel Castaneda is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at The Leaders Group Inc, CORNERSTONE INVESTMENTS, Arrival Point Financial, CONCOURSE FINANCIAL GROUP, and TIAA-CREF. Outside of his advisory work, he provides life insurance policy solutions through Arrival Point Financial. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Geraldine Raymond is a CFP®-certified financial advisor with 26 years of industry experience. She is currently affiliated with Commonwealth Financial Network and KBC Financial Services, Inc., having previously worked at Blackrock Investments, Inc., Merrill Lynch, and Princeton Funds Distributor, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, and compliance support to affiliated advisors.

Michael Koerick is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Lincoln Investment and Capital Analysts since 2020. Outside of advising, he is involved in sports videography as a sales representative for 3Step Sports LLC. Lincoln Investment serves a broad client base including 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 services, managing both in-house and third-party investment strategies through a combination of strategic and tactical approaches.

Christopher Shank is a financial advisor with Lincoln Investment, holding a Series 66 designation and starting his industry experience in 2025. Prior to joining Lincoln Investment, he worked at Phillips Financial Services, where he also served as a bookkeeper and agent assistant. Shank’s background includes several years as a student before entering the financial services industry. 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 a range of advisor- and firm-managed investment solutions, employing both strategic and dynamic approaches overseen by its Investment Management & Research team.

Marissa Wood is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. She holds the Series 65 designation and has worked concurrently at the Law Offices of John Dooley and Union Financial Services since 2017. In addition to her advisory role, Wood performs bookkeeping duties for the Law Offices of John Dooley. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers a range of investment strategies, including the RAISE 360® Model Series and options-enhanced strategies, serving clients through both direct advisory and sub-advisory arrangements.

Mark Ciarelli is a CFP® with over 43 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held multiple roles within the Ameritas organization since 1982. In addition to his advisory work, he is a founding member of Financial Capital Group LLC, where he is involved in financial planning and licensed as an independent insurance agent offering fixed insurance products and life settlements. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable products, supported by a network of Investment Adviser Representatives and third-party partners.

Thomas Meyer is a financial advisor at Hightower Advisors with a Series 65 credential and nine years of industry experience. He previously founded and led Meyer Capital Group from 2015 to 2023 before joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Rashan Mc Rae is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and previously served 30 years in the US Army and US Army Reserve. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios across various investment vehicles.

Joseph Fasano is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Agia and the Abington School District, as well as a decade at The Little Gym of Springhouse. Outside of his advisory work, he is an agent involved in non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating with a large network of advisors nationwide.

Daniel Lex III is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2015. Outside of his advisory role, he owns and operates D&S Cleaning Co., a commercial cleaning business he founded in 2000. Valic Financial Advisors serves primarily U.S.-based 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Thomas Mcmanus is a CFP®-credentialed financial advisor with Lincoln Investment, based in Horsham, PA. He has 34 years of industry experience, including over three decades with Lincoln Investment Planning, Inc., and concurrent service in the United States Navy’s Naval International division. Outside of his advisory role, he is a member of Axeon Development, LLC, a real estate development company. 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, retirement plan advice, and a range of model portfolio programs, managing assets through a combination of strategic and tactical investment approaches.

Benjamin Fair is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008. 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, and manages a variety of investment programs using both strategic and tactical approaches overseen by an internal Investment Management & Research team.

Gregg Potash is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessment and employs mutual funds and ETFs managed by PNC or third-party strategists.

Michael Vinci is a Series 65 licensed advisor with Hightower Advisors, based in Cherry Hill, NJ, and has six years of industry experience. Prior to joining Hightower in 2023, he was involved with Smart Soccer 101 and Wealth CMT for six years. Outside of his advisory work, he serves as a therapy dog handler, providing emotional wellness support at client-requested locations. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Cynthia Miller is a CFP®-certified financial advisor with Lincoln Investment, based in Horsham, PA, and has 14 years of industry experience. She has been associated with Lincoln Investment Planning and its affiliated entities since 2011 and currently works with Capital Analysts, LLC. Early in her career, she briefly worked as a captive agent for Genworth Financial, where she was involved in long-term care insurance sales. Lincoln Investment serves individuals, including high-net-worth clients, 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 services including financial planning, retirement plan advice, and advisor- and firm-managed portfolios, using both strategic and dynamic investment approaches.

William Degener is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America and Merrill since 2013. Degener serves as a trustee for the Moorestown Youth Baseball Federation, a nonprofit organization managing youth baseball programs and facilities in Moorestown, NJ. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a variety of analytical approaches and maintaining fiduciary standards when agreements are in place.

Pascal Asiedu is a financial advisor with Eagle Strategies (NY Life) in Mt. Laurel, NJ, holding Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at NYLife Securities LLC and New York Life Insurance Company since 2013. Outside of his advisory work, he is involved in multiple entrepreneurial ventures, including logistics management, e-commerce, and merchandising. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

Daniel Pawlishyn is a financial advisor with Truist Advisory Services holding a Series 66 designation and three years of industry experience. Prior to joining Truist Advisory Services and Truist Investment Services in 2026, he worked five years at The Vanguard Group and also has experience with Curated and The Bucks Club. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches and utilizes third-party platforms and AI-enabled research tools to support its manager selection and investment oversight.

Thomas Lane III is a CFP® and ChFC® with 17 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has also led Lane & Associates, LLC dba Lane Hipple Wealth Management Group since 2015. In addition to his advisory work, Lane is a licensed insurance agent. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.