James Rachlin is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His entire career has been with Janney Montgomery Scott since 2013. 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 broad range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and multiple advisory programs.

Vincent Selip is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC, where he has worked since 2022, following eight years at Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Zachary Gildenberg is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial professional at GWN Securities Inc. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he is a broker specializing in group benefits, life and disability insurance, and property and casualty insurance for clients. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm combines model-based allocations with discretionary portfolio management and allows advisors to select sub-advisers, maintaining a notable use of market-timing and momentum-based strategies in its investment approach.

Colin Lessard is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs and Stifel. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and utilizes a Private Advisor model with a consolidated investment platform to deliver customized investment solutions.

Michael Feeney is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services and Commonwealth Financial Network. Outside of his advisory role, Feeney is a Personal Development Coach through his own business in Manalapan, NJ. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, and employee education, supporting recommended investments with thorough due diligence and serving significant institutional clients such as sovereign wealth funds.

Robert Johnson is a Senior Financial Consultant at Kestra Advisory with 26 years of industry experience. He has worked with Kestra Advisory since 2017 and was previously with Cadaret, Grant & Co., Inc. for eight years. Outside of advisory roles, he is involved with New Century Tax and Accounting LLC, providing income tax preparation services for individuals and small businesses. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and investment advice, supporting recommended investments with due diligence and offering access to multiple management platforms and complex product solutions.

Daniel Phillips is a financial advisor with GWN Securities Inc. in Jackson, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with GWN Securities since 2014. In addition to his advisory role, he is involved in selling life, health, and long-term care insurance products to clients. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Regina Spano is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Capital Management since 2018, following five years at Merrill Lynch. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with an integrated investment platform that offers a range of solutions including direct portfolio management, third-party manager access, and personalized managed accounts.

Ronald Lomangino is a financial advisor at Kestra Advisory with 33 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. His prior experience includes roles at Commonwealth Financial Network, Everbank, Securities America Advisors, and Cetera Advisors. Lomangino is the owner and managing director of Dynasty Advisors LLC, where he manages day-to-day operations and client relations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting recommended investments with due diligence on performance, fees, and manager tenure.

Prescilla Ting Murphy is a financial advisor at Citizens Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Santander Securities, LLC and Citizens Bank. Additionally, she serves as a Notary Public in New Jersey. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Cassandra Minervini is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 19 years of industry experience. She worked at Merrill from 2002 to 2020 before joining Rockefeller Financial in 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Thomas Woods is a financial advisor with GWN Securities Inc. in Bordentown, NJ, holding a Series 66 designation and eight years of industry experience. He has been associated with ABMM Financial since 2014. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, combining affiliated and unaffiliated sub-advisers and model-based allocations. The firm offers both discretionary portfolio management and financial planning, employing tactical strategies including market-timing and momentum-based approaches in select programs.

Richard Poveromo is a financial advisor at SPC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2005. Outside of his advisory work, he is a fiction writer and self-publishes novels under his imprint, Blue Coral Books, and also assists with his wife's resale business. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered at the individual advisor level.

Eric Colella is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining Kestra in 2025, he spent nine years with Commonwealth Financial Network. He is also an insurance agent with Dynasty Advisors LLC, a role he has held since 2005. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving clients such as large institutional investors and sovereign wealth funds.

Whitney Struble is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Merrill, Purshe Kaplan Sterling Investments, and QP Wealth Management prior to joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a broad range of investment management and financial planning services, operating uniquely as both an adviser and a registered broker-dealer with integrated trust, insurance, and asset management capabilities.

Alexander Saulon Jr. is a financial advisor with Kestra Advisory Services, LLC, holding a CFP® designation and over 28 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Everbank. He is also involved with Dynasty Advisors LLC, where he provides comprehensive financial planning and life and health insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.

Kevin Fullerton is a financial advisor with Money Concepts Capital Corp in Columbus, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Money Concepts Capital Corp since 2014 and also leads Fullerton Financial Services, which he founded in 1992. Outside of his advisory roles, Fullerton serves on the Board of Governors for the Burlington Country Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets.

Jadah Riley is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. Prior to joining Focus Partners, she held roles at Buckingham Strategic Wealth, Francis Financial, RTD Financial, Oppenheimer & Co, Inc, Financial Advisor Magazine, and Allstate Insurance Company. She also serves as treasurer for the Keep it Goins Foundation, a nonprofit providing free pest control services to low-income families. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies, third-party managers, and private funds.

Heather Barone is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked at EPA Financial Services since 1991, where she is also president and part owner, and has held positions at Ameriprise Financial Advisors and Cambridge Investment Research. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and practice-management support, enabling advisors to construct customized portfolios and access discretionary model portfolios managed by its Investment Management and Research team.

Leroy Rachlin is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and over 40 years of industry experience. He has worked at Janney Montgomery Scott since 2015. 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, corporations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.