Andrew Lesser is a financial advisor with Eagle Strategies (NY Life) in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLife Securities LLC and New York Life Insurance Co. His background includes roles in education, including teaching positions and the publication of educational materials. Outside of his advisory work, Andrew is involved in educational content creation and has authored resources for music education through Oxford University Press. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated structure tied to New York Life.

Gregory Lahoda is a financial advisor with TIAA-CREF based in Philadelphia, PA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm operates under a fiduciary standard for its registered investment adviser services and offers customized portfolio management alongside model portfolio options.

Michael Elnitski is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 registrations and seven years of industry experience. He has worked at GWFS Equities, Inc., Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Ascensus. 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 select 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.

Matthew Mc Kenna is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has previously worked at Coconut Joes, Thorne, Pearl Street Market, and the University of South Carolina. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans.

Whitney Ehret is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Janney Montgomery Scott LLC, she worked at Main Line Health and Temple University Health System. 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, offering brokerage services, financial planning, and advisory programs through both in-house and third-party managers.

Alan Fishman is a CFP® with 33 years of industry experience, currently serving at Equity Services, Inc. since 1992. He holds Series 63 and has worked concurrently with National Life throughout his career. Outside of financial advising, he serves on the Special Funds Committee of Or Ami Synagogue, assisting in the oversight of endowment withdrawals and investment education for the board. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management for individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms that often utilize third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Joseph Kavanagh is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following roles at Lincoln Financial Advisors and Lincoln Investment. Outside of his advisory work, he is a licensed real estate salesperson with Keller Williams, assisting mostly first-time homebuyers and sellers. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through various portfolio management approaches.

Kurtis Lovell is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Merrill, 1919 Investment Counsel, and Wealth Enhancement Advisory Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a variety of managed advice programs and investment education services. The firm’s offerings emphasize asset allocation and retirement guidance, utilizing portfolio models and oversight provided by Morningstar Investment Management.

Nathan Abbe is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2023, with prior experience at Vanguard and Rockwood Wealth Management. 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 and retirement plan sponsors, and charitable organizations, offering a range of services such as brokerage, financial planning, consulting, and advisory programs.

Patrick O'Keefe is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017. Prior to that, he spent ten years at Legend Equities Corporation and has maintained a long-term affiliation with IBEW LO#400. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Douglass Ergood Sr. is a financial advisor at Janney Montgomery Scott with 17 years of industry experience and holds a Series 66 designation. He has been with Janney Montgomery Scott since 2012. 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.

Joseph Robostello is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial and Levy Wealth Management Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Allison Balmores is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. She has worked at various TD Bank entities since 2016 and is currently based in Marlton, NJ. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, providing portfolio management, financial planning support, and custody via third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers and serves clients through a variety of managed portfolios.

Edward Silberman is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, providing managed-account programs, financial planning, and brokerage services.

Christopher Scheper is a financial advisor with TIAA-CREF in Philadelphia, PA. He holds a Series 65 designation and has been with TIAA since 2013, joining TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through customized and model portfolios.

Rexford Schilgen is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Levy Wealth Management Group, LPL Financial, and Pershing LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, utilizing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

David Bernstein is a financial advisor with TIAA-CREF in Philadelphia, PA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with TIAA-CREF since 2007. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker‑dealer services to individuals—often those connected to TIAA‑administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor‑advised fund while operating within a vertically integrated structure using affiliated funds.

Anthony Gambone is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Gambone is also licensed to sell life, health, annuity, long-term care, and disability insurance through Evolution Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, and manages both discretionary and non-discretionary client programs.

James Ewing is a financial advisor at Hightower Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Bank of America, and HighTower Securities prior to his current role since 2017. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and varied investment strategies.

Lisa Phillips is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Redburn Partners and DigiBite. 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 including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.