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. He holds Series 63 and Series 66 licenses and has two years of industry experience. His work history includes positions at Principal Securities and Principal Life Insurance, as well as prior roles at Gianni's Group and Canaras Capital. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Edmond Dimashi is a financial advisor with PNC Wealth Management in Mt. Laurel, NJ, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with PNC in various capacities since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party portfolio implementation.

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 three years of industry experience. He holds Series 63 and Series 66 designations. His previous work includes roles at Empower Financial Services, The Federal Savings Bank, Carrington Mortgage, Freedom Mortgage, and Oak Hill Golf Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage accounts. The firm’s integrated model combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed accounts.

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.

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.

Jeremiah Keating is a financial advisor at Beacon Pointe Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension plans, and other institutional clients. The firm employs a mix of active and passive strategies across public and private asset classes, utilizing third-party independent managers selected through quantitative and qualitative due diligence.

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.

Brian Grant is an investment advisor with Kestra Advisory, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including long-term roles at Kestra Investment Services and Equity Services, Inc. Outside of his advisory work, he serves as a part-time pastor and is involved as a church treasurer in local community organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

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.

Jill Steinberg is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its related entities since 2016, following a decade at Walden Capital Advisors. Steinberg is also a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm uses a manager-of-managers approach, employing both active and passive strategies, and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

Sara Wilson is a financial advisor with First Command Advisory Services based in Mount Laurel, NJ. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her advisory role, she was involved with Discovering the Magic Travel for one year and was a homemaker for 15 years. 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.