Kyle Robostello is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott and its affiliated entities since 2016. 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 broad client base including individuals, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

John Schu is a CFP® professional working with Lincoln Investment in Marlton, NJ, with 44 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1982. 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 advisory programs, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Tyler Ciemniecki is a financial advisor with Eagle Strategies (NY Life) based in Philadelphia, PA, holding Series 63 and Series 66 licenses with two years of industry experience. He has worked at Eagle Strategies since 2024 and is also associated with Barilotti Wealth Strategies and Insurance Solutions LLC and New York Life Insurance Company. Prior to his advising career, Tyler held roles at Johnson & Johnson Consumer Products and Rutgers University. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives and Plan Sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

John Dougherty is a CFP® professional with 33 years of industry experience, currently serving at Janney Montgomery Scott since 2009. He holds Series 63 and Series 65 licenses. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

John Hwang is a financial advisor with Principal Financial Services in Marlton, NJ, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at Principal Securities Inc., Principal Life Insurance Co., Gianni's Group, Canaras Capital, Vibrant Capital, and Crescent Capital Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Albert Pierce is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2011. 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, offering brokerage services, financial planning, consulting, and various advisory programs.

Nicholas Sarlo is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has been with TD Private Client Wealth since 2020, also working concurrently at TD Bank since 2014. 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 utilizes a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related products, employing both affiliated and third-party sub-managers alongside financial planning support and third-party custody.

Belinda Wiafe is a Series 66-licensed financial advisor with one year of experience, currently with PNC Wealth Management in Cherry Hill, NJ. She previously worked at Personal Wealth Strategies and spent six years at Stanbic Investment Management Services, Limited. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and discretionary management of mutual fund and ETF investments.

Daniel Marsan is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Carrington Mortgage, Freedom Mortgage, and The Federal Savings Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Steven Wrubleski is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 credential and has six years of industry experience. Prior to his current advisory role, he worked at MRP Plastics for eight years. Outside of his advisory duties, he manages a team of agents and is involved in hiring and training activities within the insurance sales sector. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ risk tolerances and goals.

Jessica Hartman is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. She has held her current position since 2009 and holds Series 63 and Series 65 designations. Hartman serves on the Leadership Council of the Wistar Institute, a philanthropic and advocacy organization. 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 and offers a range of services, including brokerage, financial planning, and advisory programs that utilize both in-house and third-party portfolio management.

Michael Enos is a financial advisor at Lincoln Investment with 34 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1991. Enos holds the Series 63 designation. 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 investment programs, utilizing both strategic and tactical approaches managed by an Investment Management & Research team.

Seth Hoffman is a financial advisor with J. W. Cole Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation and 25 years of industry experience. Prior to joining J. W. Cole, he worked at AXA Advisors and Commonwealth Financial Network. He is the founder and managing member of Benjamin & Company, LLC, and is involved in financial education through Benco Education, LLC. J. W. Cole Advisors operates a large network of independent investment adviser representatives and provides a range of services, including fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of investment strategies and offers access to multiple third-party managers and digital advice platforms.

George Vellaringattu is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with VALIC Financial Advisors since 2010 and currently also holds roles at Mercury 5 Capital Management and Agia. Outside of his advisory work, he is involved in managing rental properties through several partnerships and entities. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 and maintaining a large client base supported by over 1,200 advisors.

Philip Bonelli is a financial advisor at Clearstead Advisory Solutions with 21 years of industry experience. He holds a Series 66 designation and previously worked for MyCIO Wealth Partners, LLC for 19 years before joining Clearstead in 2026. Clearstead serves affluent private clients and institutional clients by providing investment management, financial and tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that includes portfolio analytics, manager research, and a proprietary Direct Indexing strategy.

Erin Clark is a financial advisor with Truist Advisory Services and holds a Series 66 designation. They have one year of industry experience, with prior roles at Truist Investment Services, Truist Bank Wealth, PNC Wealth Management, and Truist Bank spanning nearly two decades. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support investment research and manager selection.

Dennis Jablonoski is a financial advisor at Mercer Global Advisors Inc. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Andrew Garrett, Cordasco Financial Network, BCG Securities, and Morgan Stanley. Outside of his advisory role, he serves as a referee for high school sporting events through the New Jersey Interscholastic Athletic Association. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory and comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory with diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate accounts, and other strategies.

Alberto Gaglianese is a CFP®-certified financial advisor with Lincoln Investment, based in Marlton, NJ, bringing 40 years of industry experience since joining the firm in 1986. His professional activities include involvement in real estate ventures focused on property flipping and rental management, as well as serving as a life insurance agent. 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 advisory services, employing a combination of strategic and tactical investment approaches overseen by an Investment Management & Research team.

Sara Wilson is a financial advisor with First Command Advisory Services in Mount Laurel, NJ. She holds Series 65 and Series 63 designations and has two years of industry experience. Prior to her advisory role, she worked at various First Command entities and operated a travel business called Discovering the Magic Travel for one year. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Marc Turzo is a financial advisor at Empower Advisory Group with 28 years of industry experience. He previously worked at Lincoln National Life and Lincoln Financial Advisors Corporation from 2010 to 2024. Outside of his advisory role, he is the owner of a property management business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.