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 with Mercer Global Advisors Inc. and holds Series 63 and Series 66 licenses. He has 37 years of industry experience, including prior roles at UBS Financial Services, Morgan Stanley, and Andrew Garrett. Outside of his advisory work, 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 services alongside financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using a combination of low-cost ETFs, index funds, and specialized investment platforms, supported by educational programming and integrated service lines.

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.

Paul Pacelli is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Merrill and The Investment Center, Inc. Outside of financial services, he has worked in pool services and fitness. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation only. The firm employs algorithm-driven risk assessments and utilizes third-party strategists for portfolio implementation, with a focus on mutual funds and ETFs.

Christopher Borden is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2016. He also teaches as an adjunct professor at Temple University and holds a volunteer leadership role as Vice President of the Temple University Alumni Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, and institutional clients through a combination of brokerage, financial planning, and advisory services. The firm integrates in-house and third-party portfolio management and provides custody and trustee services through its subsidiary trust company.

Susan Scandone is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for nine years before joining Janney Montgomery Scott 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Evan O'Leary is a financial advisor with Empower Advisory Group, holding a Series 66 designation and two years of industry experience. His prior work includes roles at US Capital Advisors and various positions outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within selected plan lineups.

Jennifer Sangillo is a financial advisor at Janney Montgomery Scott with five years of industry experience. She holds Series 63 and Series 66 registrations and has been with Janney Montgomery Scott and its affiliates since 2000. 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, corporate clients, and municipal entities, offering a range of brokerage, financial planning, and advisory services.

Kathleen Barrett is a financial advisor at Lincoln Investment in Marlton, NJ, holding Series 66 and Series 63 designations with five years of industry experience. Her work history includes roles at Lincoln Investment and Simone Campbell Tax Consulting LLC. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios.

Christine Nealis is a financial advisor with TD Private Client Wealth LLC in Marlton, NJ, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc. and TD Bank N.A. She is also associated with Anchor Financial, where she is involved in sales and marketing activities related to annuities and life insurance policy monitoring. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, using a combination of affiliated and third-party investment managers within a structured asset allocation framework.

Scott Abernethy is a CFA® charterholder with two years of industry experience. He is currently with TIAA-CREF, where he has worked since 2025 following a prior tenure at Tiaa beginning in 2005. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and serves as adviser to a donor-advised fund.

Barbara Bauer is a financial advisor at Valic Financial Advisors with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including AGIA, OSAIC Services, Citizens Securities, and TD Wealth Management Services. Outside of advisory services, she is also an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing Envestnet’s platform for discretionary unified managed accounts and overlay services.

Robert Schimeneck is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 65, 66, and 63 licenses and 19 years of industry experience. His prior roles include positions at Oceanview Life Insurance Company, Key City Capital, J. Alden Associates, and DLP Capital Advisors. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of representatives.

Susan Marino is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She previously worked at Van Eck Associates Corporation and Van Eck Securities Corporation for 11 years before joining Lincoln Investment and Capital Analysts in 2020. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through a proprietary Investment Management & Research team, advisor-led consulting, and access to third-party managers across various platform options.

Nicholas Pierson is a financial advisor at TD Private Client Wealth LLC with a Series 66 credential and two years of industry experience. His prior roles include positions at Cetera, Diamond State Financial Group, and Rowan University, among others. Outside of finance, he has been involved with the Gloucester Township Recreation Department. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct portfolios, providing ongoing portfolio management and financial planning support.

Robert Lutz Jr. is a financial advisor with Commonwealth Financial Network in Cherry Hill, NJ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Lincoln Financial Network and INVEST Financial Corp. He is also involved in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office services. The firm offers discretionary model portfolios, customized investment solutions, and a platform with extensive operational and compliance support.

Stephen Mc Entee is a financial advisor with Lincoln Investment in Marlton, NJ. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Capital Analysts, Milestone Wealth Management, and QPSI. Lincoln Investment Planning, LLC is an enterprise-level investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and emphasizes a layered delivery model combining advisor-led relationships with in-house and external investment resources.