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.

Kevin Newbert is a CFP®-certified financial advisor with three years of industry experience. He is currently with Sanctuary Advisors, LLC and has held prior positions at myCIO Wealth Partners, Legacy Advisors, Fortis Wealth, and Lighthouse Planning Consultants. Outside of his advisory work, he operates a vacation home rental in Wildwood, NJ. Sanctuary Advisors, LLC serves a broad range of clients including individuals, corporations, pension plans, and charitable organizations through over 400 independent advisor representatives. The firm offers portfolio management, financial planning, and retirement plan consulting using various analytical approaches and platform affiliations.

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 38 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. since 1995. Outside of his advisory role, Mathew owns and operates a life insurance brokerage offering products such as life, health, disability, long-term care, variable life insurance, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing a multi-billion-dollar asset base through a network of advisers and third-party asset manager relationships.

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.

John Battista is a CFP®-designated financial advisor at Janney Montgomery Scott with 51 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 11 years before joining Janney in 2023. 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—and offers brokerage, financial planning, consulting, and multiple advisory 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.

Peter Colicchia is a financial advisor with United Planners Financial Services of America and holds Series 65 and Series 66 credentials. He has nine years of industry experience, having previously worked at firms including Allianz Global Investors and Baron Capital. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based solutions through a network of independent advisors.

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.

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.

John Seifried is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and provides a mix of model and customized portfolio management under a fiduciary standard.

George Mackenzie IV is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2021, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Bradford Winton is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. He has been with Citigroup Global Markets since 2012. Outside of his advisory role, he participates as a mentor in the University of Delaware's Lerner Executive Mentoring Program, working with undergraduate students. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Gregory Reading is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Lane Hipple Wealth Management Group, Cetera, and Foresters Financial Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach supported by centralized investment due diligence and offers specialized services for clients with complex needs.

Richard Twist is a financial advisor at PNC Wealth Management with 42 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation to employees. The firm employs algorithm-driven risk assessment and uses approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Ryan Brim is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Caneel Group LLC, A2C Mortgage LLC, and Wells Fargo Home Mortgage. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.–referred clients. The firm’s investment guidance is based on internal research and asset-allocation models and involves tailored recommendations with client authorization for trades.

Ronald Wall is a financial advisor at Stratos Wealth Partners, Ltd with 34 years of industry experience. He holds a Series 63 designation and has previously worked at JPMorgan Chase Bank NA, J.P. Morgan Securities, and Morgan Stanley. Outside of advisory duties, he is licensed as an insurance agent focusing on fixed insurance products and life insurance sales and service. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent adviser representatives offering customized portfolio management and an open-architecture investment approach integrating multiple third-party platforms and sub-advisors.

Christina Tajc is a financial advisor at Valic Financial Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at American Portfolios Financial Services, Inc., OSAIC, and Hart Agency. Additionally, she is appointed as an agent to sell non-securities insurance products for Agia and serves as a notary public. Valic Financial Advisors primarily serves 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, using Envestnet UMA models and providing optional tax and ESG overlay services.