Samantha Mc Kee is a CFP® professional with Series 66 licensure and four years of industry experience. She currently works at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. Her previous experience includes roles at CURO Wealth Management and entrepreneurial ventures in the food service sector. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent advisers who employ a range of investment strategies and serves clients through discretionary and non-discretionary managed accounts, utilizing multiple custodial platforms and sub-advisers.

Paul Marinis is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and previously worked at FS Investments for seven years and Bloomberg LP for seven years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Paul Bracaglia is a financial advisor at Clearstead with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes 19 years at MyCIO Wealth Partners, LLC and over three decades at Brill Ventures. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that combines portfolio analytics, manager research, and strategic asset allocation across various investment vehicles and strategies.

Joseph Mylotte Jr. is a financial advisor at Citizens Securities, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment, MerCap Advisors, MerCap Securities, and CUSO Financial Services. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory solutions include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Omar Tanane is a financial advisor at Citizens Securities, Inc. He holds Series 63 and Series 65 designations and has one year of industry experience. His prior work includes roles at The Bank of New York Mellon Corporation, County Savings Bank, and West Chester University of Pennsylvania. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program utilizing ETF-based portfolios managed through proprietary algorithms, alongside commission-based brokerage and non-discretionary business activities.

Benjamin Greenlee is a financial advisor with Integrity Alliance, LLC in Medford, NJ, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and First Command Financial Services. Greenlee serves in the United States Army Reserves as a Brigade Observer/Controller. He is also co-owner and operator of Lightbridge Academy of Durham, a childcare center. Integrity Alliance serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides comprehensive asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Steven Forrest Jr. is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A., and Merrill. In addition to his advisory role, he serves as a Company Commander in the New Jersey Army National Guard, leading a 140-member unit. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering a range of financial planning and portfolio management services through various program structures emphasizing non-discretionary recommendations.

Joseph Deluca is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. He holds a Series 63 designation and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2016. Prior to that, he worked at MSI Financial Services, Inc. for nine years. Hornor, Townsend & Kent serves individuals, including high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining both advisory and broker-dealer services with custody, execution, and brokerage capabilities.

Jessica Manard is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including PNC Investments and Citizens Securities INC prior to her tenure at TIAA-CREF, which began in 2017. Outside of her advisory role, she co-produces a podcast focused on true crime, supernatural subjects, and local South Jersey topics as a personal hobby. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Kwesi Kittoe is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds a Series 66 designation. Prior to joining Janney in 2022, he worked at Merrill for one year and has experience at Rutgers University and Dots Ventures. Janney Montgomery Scott LLC is a large 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, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

James Bishof is a financial advisor at Hornor, Townsend & Kent, LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Equitable Advisors and Axa Advisors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates a dual registered platform offering both advisory and broker-dealer services, with a network of advisers delivering tailored investment strategies and portfolio management.

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® 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.

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.

Stephen Schaack is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. He has been with Hornor, Townsend & Kent since 2018 and previously worked at IFS Financial Services and Touchstone Securities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of service models including third-party asset manager arrangements, with approximately $8.37 billion in discretionary assets under management as of December 2025.

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.

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.