Michael Gallagher is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC since 2016. Outside of his advisory role, he has been involved with the YMCA of Burlington & Camden Counties for over 20 years. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio offering designed for employees. The firm uses algorithmic tools to recommend risk-based strategies implemented with mutual funds and ETFs, with portfolio management delegated to third parties.

William Smalls is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has four years of industry experience and previously worked with NYLife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as president of the Deacon's Union and Women's Auxiliary of Monmouth & Adjacent Counties, focusing on promoting and establishing Christian education. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers a range of program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Tammy Cooper is a CFP® professional with three years of industry experience, currently advising at Mercer Global Advisors Inc. since 2018. Prior to this, she worked at Traust Sollus for two years. Outside of her financial advisory career, she has been an active member of the Franklin Park Volunteer Fire Company since 2012. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory and planning services. The firm’s investment approach relies on Modern Portfolio Theory, utilizing diversified portfolios implemented with low-cost ETFs, separate account managers, and other investment vehicles, alongside educational content and integrated service lines.

Eric Jimenez is a CFP® professional at Corient with experience spanning roles at Summit Financial, First Republic Bank, and William Peterson University. He has been with Corient since 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, continuously monitoring portfolios with risk management tools and incorporating alternative investments when appropriate.

Alim Ozbilge is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth solutions across multiple client segments.

Christopher Risko is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Signature Realty, Horner Townsend and Kent, and Penn Mutual Life Insurance Company. In addition to advisory work, he is involved in managing sales agents and placing insurance products with affiliated companies. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios and provides discretionary and non-discretionary investment programs.

Michael Bokach is a financial advisor at Valic Financial Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Valic Financial Advisors since 2018, with prior roles at Agia, 1Force, and Keypoint Government Solutions. Outside of his advisory work, he is involved with Agia as an agent focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts on Envestnet’s platform and incorporating tax-aware and ESG overlay options.

John Kraeutler is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial and Private Advisor Group since 2014. Kraeutler Financial, LLC, a non-investment-related business entity, is also among his ventures. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Nairon Majeed is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles such as swap dealer and futures commission merchant.

Anthony D'auria is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Royal Alliance Associates, Inc. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, access to alternative investments via the CAIS platform, and lending and cash-management options.

Alexander Scott is a CFP® with 4 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Fisher Investments, and MACRO Consulting Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Lawrence Ennis is a financial advisor at Janney Montgomery Scott with 49 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott in various roles since 2009. Outside of his advisory work, Ennis serves as Secretary and Treasurer for the North Jersey Cardinals, a youth baseball organization for players aged 14-18. Janney Montgomery Scott 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 brokerage, financial planning, consulting, and advisory services through a variety of managed account programs.

Christopher Ransom is a financial advisor with Primerica Advisors and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Guardian Life Insurance Company and Primerica Advisors. Outside of his advisory work, he is involved in selling insurance production beyond his Guardian affiliation. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services with a range of investment programs and account-level solutions. The firm uses a combination of proprietary and third-party investment strategies and supports various account management features including discretionary and non-discretionary options.

Yong Lin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at Aetna, Emerson Reid, and Wfgia, alongside his longstanding position at Transamerica Financial Advisors. He is also the owner of Lin Family Dynasty Inc. Outside of investment advisory, Lin assists clients with health insurance enrollment through affiliated firms. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to deliver advisory services through a large network of advisors and multiple program platforms.

Thomas Cantillon is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at Arthur J. Gallagher and a range of unrelated businesses and employment, as well as his attendance at the University of Maryland. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers with oversight from an internal Investment Committee.

Megan Resch is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 20 years of industry experience. She has been with Private Advisor Group since 2016 and also maintains a long-term association with LPL Financial dating back to 2010. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Daniel Jago is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and 18 years of industry experience. He has worked at Private Advisor Group since 2015 and has been affiliated with LPL Financial since 2007. Outside of his advisory roles, he is involved with Main Street Capital Partners, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Mark Reimet is a CFP® professional with 34 years of industry experience, currently advising clients at Private Advisor Group, LLC. His prior experience includes 25 years with MML Investors Services, Inc. and MassMutual Life Insurance Company. He serves as a board member of the Ocean City Youth Athletic Association, contributing to the organization of its baseball season. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies tailored to client objectives and risk tolerances.

Rodger Guerra is a financial advisor with GWN Securities Inc. in Burlington, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Guerra Financial Services, Bridge Marketing Group LLC, and Investors Capital Corporation. Outside of his advisory work, Guerra serves as a basketball referee for JV high school games in Burlington and Camden County, NJ. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts through a network of about 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Daniel Parks is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has been in the industry since 2023, having previously worked at Parks Wealth Management and Tactical Movers. Private Advisor Group serves individual clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to third-party asset managers, turnkey asset management platforms, and a WealthSuite separately managed account program supported by strategists such as Fidelity, BlackRock, and Goldman Sachs.