Eileen Wood is a financial advisor with Truist Advisory Services and holds the CFP® and Series 66 designations. She has 10 years of industry experience, including 22 years at PNC Capital Markets, Inc. and three years at Truist Investment Services. Wood serves as Treasurer and a board member for Joseph’s House of Camden, a homeless shelter providing overnight accommodations and social services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research and supervisory oversight.

Percy Mason III is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and PNC Bank. Percy is currently based in Newtown, PA. 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 a range of portfolio management and financial planning services, combining a Private Advisor model with a consolidated investment platform that includes equities, fixed income, and alternatives, and operates as a registered broker-dealer providing placement and investment banking services.

Lawrence Tchou is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and with 8 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has prior experience with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Additionally, he serves as an insurance agent with Bankers Life & Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs with access to a broad range of securities and outside managers.

Alan Fefer is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 1999 and is also an agent with Agia, involved in 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, offering managed-account programs, financial planning, and brokerage services.

Jason Stanco is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Truist Investment Services. Outside of his advisory role, he has managed residential real estate investment entities. Truist Advisory Services provides investment consulting and advisory services to a broad client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support through a combination of discretionary and non-discretionary manager relationships, utilizing third-party platforms and AI-enabled research tools.

Michael Berkowitz is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Cetera, Audible.com, and Comcast NBC Universal. Outside of his advisory role, he is involved with Gone Rogue, a band, and BDL&M LLC, where he is a part owner and voice-over artist. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Julio Macario is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and eight years of industry experience. He has worked at firms including J.P. Morgan Securities LLC, TD Bank N.A., and AXA Advisors, LLC. His background also includes a role at Uber. 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 customers. The firm offers portfolio management, access to various investment vehicles, and financial planning support through a combination of affiliated and third-party sub-managers.

John Maughan is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with New York Life and NYLIFE Securities LLC since 2008. Outside of advising, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans.

Michael Vanaria is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Securities, Inc. and Merrill. His background includes roles outside of finance, notably multiple periods at Loyola University Maryland. 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 independent adviser representatives with a range of portfolio management options and employs various analytical approaches while acting as a fiduciary under written agreements.

John Engelbert is a financial advisor with Valic Financial Advisors holding a Series 66 designation and two years of industry experience. His prior work includes roles at Agia, Enterprise Mobility, and H&R Block. He is appointed as an agent to sell non-securities insurance products for AGIA. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Richard Walker is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at BB&T Securities, BB&T Investment Services, and Key Investment Services. 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, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

John Obrien Jr. is a financial advisor at Valic Financial Advisors with 27 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Brinker Capital Securities, Inc. and Innovative Investment Fiduciaries. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Walter Dwyer is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1999. 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, corporations, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Joan Glenn is a financial advisor with Lincoln Investment in Hainesport, NJ, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2008 and also owns Fisher Glenn & Company, a tax preparation and accounting service established in 1992. In addition to her advisory work, she is involved in life and long-term care insurance sales. 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, employing both strategic and tactical approaches to portfolio management.

Anthony Pettola Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and totaling 43 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has a long history with Ameritas Life Insurance Corp and Ameritas Investment Corp, as well as running his own firms, AJ Pettola & Associates and AJ Pettola & Associates - Retirement Services, for over 30 years. Outside of advisory roles, he is involved in operating a business that sells fixed insurance products and provides retirement program design and implementation, and he is a partner in a company that markets non-insurance discount health programs. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and third-party tools to align portfolios with client objectives.

David Moskovitz is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2012 and operates One Resource Group, an insurance managing general agency that provides access to non-Guardian insurance products. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services, including lending solutions and donor-advised funds.

Ashesh Shah is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. He has been with PNC Investments LLC since 2022 and has also worked at PNC Bank since 2000. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithmic risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Harry Forst Jr. is a financial advisor at Lincoln Investment with nine years of industry experience and holds the Series 66 credential. His work history includes positions at Capital Analysts, Bank of America, Merrill, and the County of Bucks Controller's Office. 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 and retirement plan advice, managing a range of in-house and third-party investment strategies through both discretionary and non-discretionary programs.

Dylan Zhou is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. He has previously worked at JPMorgan Chase Bank and TD Bank N.A. Outside of his advisory role, he assists with administrative tasks at Questa Technology Inc., an IT consulting and staffing services firm, on weekends. 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 and access to a range of investment products through a combination of affiliated and third-party managers.

Eric Feder is a financial advisor with Hightower Advisors, holding a Series 65 license and 15 years of industry experience. He previously spent 14 years at Wealth Cmt before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.