Richard Robinson Jr. is a ChFC® credentialed financial advisor with Janney Montgomery Scott, where he has worked since 1984, accumulating 42 years of industry experience. He operates the River of Life Martial Arts and Wellness Center outside of his advisory role. 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 with brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

Trevon Kanavy is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been self-employed since 2000 and has worked with Brokers International Financial Services since 2009. Kanavy also owns TL Capital, Inc. and operates as an independent insurance agent specializing in fixed insurance products. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and third-party manager referrals. The firm employs a variety of investment approaches and integrates advisory and brokerage services within a large network of over 300 independent advisors managing approximately $5.4 billion in assets.

Jonathan Rawl is a financial advisor with Empower Advisory Group in Philadelphia, PA. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at J.P. Morgan Securities, Citizens Bank, and AT&T. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

James Farrell Sr. is a financial advisor at Lincoln Investment with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott and Girard Advisory Services. He serves as President and non-voting member of the Upper Moreland Police Pension Fund, assisting with administrative duties and investment evaluations. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and 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 and access to third-party managers.

Theresa Goelz is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and bringing 28 years of industry experience. She has been with Janney Montgomery Scott Inc. since 1980. 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 plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house portfolio management and third-party managers.

Joel Steele is a financial advisor with Eagle Strategies (NY Life) in Cherry Hill, NJ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2011 and has longstanding ties to New York Life and affiliated entities dating back to 2002. Outside of his advisory role, Steele is involved in several entrepreneurial and charitable ventures, including co-founding a charitable organization and holding passive interests in minor league sports and environmental carbon removal companies. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement plan advisory services through a large network of advisors. The firm emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis for individual and institutional clients within an integrated New York Life affiliate structure.

Darnell Hegarty is an Investment Consultant at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2021 to 2022. His professional experience also includes roles as an Investment Advisor at Merrill Lynch in 2021, a Financial Advisor at Wells Fargo Advisors from 2019 to 2020, and a Financial Services Representative at TD Bank NA from 2010 to 2013. Throughout his career, Darnell has developed expertise in financial markets and planning. He focuses on working closely with clients to understand their unique scenarios and assist them in planning for their goals. His approach involves guiding and educating clients to help them pursue their financial objectives. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Raymond Wiley is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. He has been with Janney Montgomery Scott since 2016. 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 individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients through various brokerage, advisory, and asset management programs.

Robert Steinke is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Janney Montgomery Scott since 2009. 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 charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Michael Cooper is a financial advisor at First Command Advisory Services with four years of industry experience and holds the Series 66 designation. He previously worked at J.P. Morgan Securities, LLC and Thrivent Financial. Cooper has been involved with the Marlton Assembly of God since 2023 and the Journey Church in Queens from 2011 to 2022. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a prescreened selection process.

Jamil Jackson is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Caesar’s Entertainment, PNC Investments, PNC Bank, Wawa Inc., and Rowan University. Outside of his advisory role, he is a co-owner of Stories Untold Media, a non-investment-related business. 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 approved model strategies managed by PNC or third parties.

David Chalmers is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with firms including Summit Brokerage Services and has been a public notary since 2017. He is also principal at Haddon Agency LLC and managing partner of Haddon Financial Solutions. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians, third-party managers, and platform programs to implement client strategies.

Marc Rapoport is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1996 and holds Series 63 and Series 65 credentials. 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 services, financial planning, consulting, and multiple advisory programs.

Michael Levanon is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott in various capacities 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Lauren Thompson is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. She also operates Affordable Tax and Accounting Services LLC, a tax and accounting business based in Cherry Hill, NJ, where she works approximately 20 hours per week. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and utilizing both internal management and third-party asset managers.

Patrick Ehret is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2009. The firm manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. Janney provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs, and also offers custody and trustee services through its subsidiary trust company.

John Franchi is a CFP® professional with 28 years of industry experience, currently advising at Janney Montgomery Scott. He has worked at Janney Montgomery Scott since 2008. Outside of his advisory role, he serves as a board member for the Pitman Planning and Zoning Board. 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 charitable organizations, offering brokerage, financial planning, and advisory services through various wrap programs and portfolio management solutions.

Nicholas Mondak is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously with National Life Group and at Calloway's Restaurant and Bar. Outside of his advisory role, he is involved as an assistant baseball coach with the New Jersey Marlins, supporting winter workouts and player development. 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 with a blend of long-term strategies and options for shorter-term trading, utilizing a network of investment adviser representatives and third-party asset managers.

Knalidi Davies is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials and no prior advisory industry experience. His background includes roles at Gilbane Building Company, Mount Construction, Shaw Industries, and Dietz & Watson, as well as service in the New Jersey Air National Guard since 2008. First Command Advisory Services, Inc. is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select model portfolios and third-party managers within a controlled investment framework.

Miguel Castaneda is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at The Leaders Group Inc, CORNERSTONE INVESTMENTS, Arrival Point Financial, CONCOURSE FINANCIAL GROUP, and TIAA-CREF. Outside of his advisory work, he provides life insurance policy solutions through Arrival Point Financial. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.