Thomas O’Neill Sr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and possessing 43 years of industry experience. His prior roles include positions at Raymond James & Associates, Inc., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management.

Michael Masterson is a CFA® charterholder with 18 years of industry experience, currently serving with TD Private Client Wealth LLC. He has been with TD Private Client Wealth LLC since 2016 and also held roles at TD Bank, N.A. from 2016 to 2024. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients, high-net-worth private clients, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Michael Haas is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at TD Ameritrade and Citizens Securities, INC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, offering portfolio management, financial planning support, and access to a range of investment products through a platform supported by Envestnet and Pershing.

Andrew Tremblay is a CFA® charterholder with 13 years of industry experience. He currently works at PNC Wealth Management and previously spent over a decade at BlackRock. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and executes investments via mutual funds and ETFs with annual rebalancing.

Daniel Koven is a financial advisor at TIAA-CREF with the Series 66 designation and four years of industry experience. He previously worked at Guardian Life from 2018 to 2023 and has been with TIAA-CREF since 2024. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model portfolio management and customized portfolios under a fiduciary standard and acts as adviser to a donor-advised fund.

Michael Archer is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds a Series 66 credential and has worked at Janney since 2021, following a decade at Bank of America and Merrill. 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 and provides investment advice through a combination of in-house portfolio management, third-party managers, and multiple advisory programs.

Robert Hoey is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Janney since 2011 and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker. Outside his advisory role, he serves as Vice Chairman of the Rowan University Foundation Investment Committee and is a board member of the Rowan Innovation Venture Fund, which invests in early-stage technology and health science ventures affiliated with Rowan University. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Donald Rohner is a financial advisor with Janney Montgomery Scott and holds a Series 63 designation. He has 42 years of industry experience, including over two decades at Janney Montgomery Scott in various capacities. Outside of his advisory work, he has been involved with Host International's Charley's Place since 1981. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves a wide range of clients and provides brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Nabiha Khan is a financial advisor with TD Private Client Wealth LLC in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with TD Bank N.A. since 2021 and also works part-time as an accounting manager for American Falcon International Inc., a manufacturer’s representative in the electric and electrical parts export and import sector. 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 uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers comprehensive portfolio management and financial planning services.

Luke Mccormick is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He has held roles at TD Private Client Wealth LLC and TD Bank, N.A. since 2017 and previously worked at TD Ameritrade, Inc. from 2013 to 2017. He holds the Series 63 and Series 66 designations. 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 TDIS clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody and reporting through third-party custodians.

Ryan Robinson is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Edward Jones. His career also includes roles at Clemson University and DePuy Synthes. 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 TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Sidney Gosser is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1983 and holds a Series 63 designation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Omar Khalifa is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and previously worked at Blackrock Investments, LLC for three years before joining Janney Montgomery Scott in 2017. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through various portfolio management programs.

Robert Gelsher is a CFP® with 30 years of industry experience and has been with Janney Montgomery Scott LLC since 1997. He serves as a trustee for the Jewish Federation of Greater Philadelphia. Janney Montgomery Scott is a large, dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele and offers a range of brokerage, financial planning, consulting, and advisory services.

Dennis Lusk is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Farmers Financial Solutions. He serves as Chairman of the Board for the Camden County Regional Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Thomas O'Neill Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Inc. and Morgan Stanley in both advisory and private banking roles. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering investment advisory, financial planning, and managed account programs through a variety of proprietary and third-party solutions.

Kevin Petrone is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2015, including a decade at PNC Investments and prior service at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model selection and investment execution by third parties. The firm’s approach features annual rebalancing and mutual fund and ETF investments within an employee-only pilot structure.

Joy Massimi is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at TIAA-CREF since 2017, following four years at The Vanguard Group. Outside of her advisory role, she is an owner of a vacation home used as a rental property. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also offers referrals to affiliated services and acts as investment adviser to a donor-advised fund.

Allison Casey is a CFP® with 22 years of industry experience, currently advising clients at Janney Montgomery Scott since 2004. She holds Series 63 and Series 65 licenses and is based in Marlton, NJ. 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 plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Walter Watson Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2013, following prior roles at Raymond James Financial and Wells Fargo Clearing. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a range of investment strategies, often implementing advice through third-party managers and technology platforms such as its proprietary WealthSuite.