John Schu is a CFP® professional with 44 years of experience at Lincoln Investment Planning, Inc., where he has worked since 1982. He holds the Series 63 and Series 65 licenses and is based in Marlton, NJ. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a long history of working with educators and participants in 403(b) and 457(b) programs.

Tyler Ciemniecki is a financial advisor with Eagle Strategies (NY Life) based in Philadelphia, PA, holding Series 63 and Series 66 licenses with two years of industry experience. He has worked at Eagle Strategies since 2024 and is also associated with Barilotti Wealth Strategies and Insurance Solutions LLC and New York Life Insurance Company. Prior to his advising career, Tyler held roles at Johnson & Johnson Consumer Products and Rutgers University. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives and Plan Sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

Kelley O Brien is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2023. Her prior experience includes roles at Grant Thornton LLP and PricewaterhouseCoopers LLP. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies and offers proprietary private funds and an interval fund alongside comprehensive reporting and education services.

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.

Kimberly Jobson is a CFP® with 13 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, she was involved with Live Your Vision, LLC from 2012 to 2019. She also serves as Board Secretary for Daemon Counseling Center, a nonprofit offering community counseling services regardless of clients’ ability to pay. Wealth Enhancement Advisory Services, LLC is an enterprise firm that serves a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and comprehensive research.

Delana Romenesko is a financial advisor at Hornor, Townsend & Kent, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Thrivent Financial For Lutherans and Thrivent Investment Management Inc. for 24 years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing a multi-billion dollar advisory platform with a range of investment and custody services.

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.

Brittany Webb is a financial advisor at Cerity Partners LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Goldman Sachs, MML Investor Services, MassMutual, and AXA Advisors. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and direct security selection within its investment framework.

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.

Fred Shocket is a CFP® professional with over 32 years of experience in financial advisory and planning. He is currently with Carson Wealth and has held prior roles at Cetera, VOYA Financial Advisors, and Financial Independence Planning. In addition to his advisory work, Shocket operates as an independent insurance agent specializing in fixed insurance products. Carson Wealth is an SEC-registered firm managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, leveraging an Investment Committee to develop model portfolios and tailored investment solutions for corporate, institutional, and high-net-worth clients.

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.

Michael Enos is a financial advisor at Lincoln Investment with 34 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment Planning, Inc. since 1991. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm combines advisor-led consulting and model portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Tuan Nguyen is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Securities Inc. and JP Morgan Chase. 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 provides a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform and a Private Advisor client model.

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.