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.

Lisa Newsham is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 1999. In addition to her advisory role, she has worked with the School District of Philadelphia since 1997. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b)/457(b) participants. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

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 financial advisor with PNC Wealth Management and holds a Series 66 designation. She has two years of industry experience, including prior roles at Personal Wealth Strategies and Stanbic Investment Management Services, Limited. Wiafe is based in Cherry Hill, NJ. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests via mutual funds and ETFs with annual rebalancing.

John Campbell is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he worked in various roles including positions at Corporate Glass and North West Bank. Outside of finance, he has been involved in the restaurant industry, with experience at multiple establishments such as Bay House Oyster Bar and Restaurant. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that designs strategic model portfolios and adaptive investment strategies.

Daniel Marsan is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked at Empower Financial Services, The Federal Savings Bank, Carrington Mortgage, and Freedom Mortgage. 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 account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and operates within Empower’s recordkeeping and administrative platforms.

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.

Cheryl Yost is a financial advisor at Principal Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been associated with Principal Securities Inc. since 1999 and Principal Life Insurance Company since 1998. Outside of her advisory role, she serves as a Girl Scouts troop leader. Principal Securities provides brokerage and advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

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.

Lia Cavallo is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. Her prior work includes several roles at Navy Federal Credit Union and its affiliated financial and brokerage services from 2015 to 2021. She also serves as an associate advisor at 7:12 Financial LLC, providing client service support. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad range of clients, including individuals, high-net-worth investors, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team and a layered delivery model involving third-party managers.

Erin Clark is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and previously worked at Truist Bank Wealth and PNC Wealth Management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and integrates AI-enabled research tools alongside traditional analysis.

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.

Jacquelyn Gage is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has experience working at Prudential Financial from 2021 to 2024 before joining Mercer in 2024. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial, retirement, tax, and estate planning services.

Sara Wilson is a financial advisor with First Command Advisory Services in Mount Laurel, NJ. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining First Command, she was a homemaker for 15 years and operated a travel business, 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 provides financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to manage portfolios and select third-party managers from prescreened lists.