Michael Friedman is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Morgan Stanley in various roles. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Timothy Richter is a financial advisor at TD Private Client Wealth LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TD Private Client Wealth LLC since 2012 and TD Bank, N.A. since 2011. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers services including portfolio management, financial planning support, and custody through third-party custodians.

Bianca Difranco is a financial advisor with Eagle Strategies (NY Life) based in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Her career includes roles at NYLife Securities LLC and New York Life Insurance Company since 2013, as well as operating Simple Financial Solutions, LLC and Karalius & Associates Insurance and Financial Services, LLC, where she is involved in brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives, with a focus on tailored recommendations and primarily non-discretionary asset management.

Christopher Paleologus is a CFP®, CFA®, and Series 65 licensed advisor with 12 years of industry experience. He is currently with Hightower Advisors and has previously worked at Meyer Capital Group, Blue Bell Private Wealth Management, Wealth Enhancement Group, and AEPG Wealth Strategies. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to deliver customized portfolio management and financial planning services.

Anas Shraim is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities, Merrill, Bank of America N.A., and a contract position with Alphastaff Group. 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, and institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Jake Bryant is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has previously worked at Trinity Wealth Securities, LLC and held various roles including founder and operator of Noctera LLC, a company that sells backlit LED menu holders. Bryant is involved in both financial services and entrepreneurial ventures alongside his advisory work. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs that utilize both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Robert Ternosky is a financial advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 2009 and holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation and manager selection across a range of investment vehicles, and acts as a qualified custodian for client assets.

Timothy De Carolis is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. He has worked at firms including LPL Financial, JP Morgan Chase and Co, and Levy Wealth Management Group before joining Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, with services spanning financial planning, asset management, and specialized retirement consulting.

Quinn Karpiak is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds a Series 66 designation and has been with 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 diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Anthony Stefani Jr. is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and has previously worked at CH Robinson and Steelhouse Abstract Inc. 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 plans, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs with a combination of in-house and third-party portfolio management.

Steven Wallace is a CFP®, ChFC®, and Series 66-licensed advisor with nine years of industry experience. He has been with TD Private Client Wealth LLC since 2016 and has held multiple roles within TD Bank N.A. from 2016 to the present. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custodial services.

Joseph Burns is a Series 66-licensed financial advisor with PNC Wealth Management, based in Lumberton, NJ. He has 14 years of industry experience, including roles at PNC Investments and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Anthony Sarracino is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Scottsdale Securities and TD Ameritrade before joining Lincoln in 2020. Outside of his advisory work, he serves as Competition Director for Stoney Creek Homebrewers, a nonprofit organization hosting public and club homebrewing competitions. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor- and firm-managed investment programs, combining strategic and dynamic approaches overseen by an Investment Management & Research team.

Steven Talley is a CFP®-certified financial advisor with 16 years of industry experience, currently with Truist Advisory Services. His prior work includes roles at Santander Securities, LPL Financial, and Uber. Since 2018, he has also operated a side business under the name Tizzly. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships with AI-enabled research tools to support client portfolios and fiduciary responsibilities.

Scott Schied is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Harry Carroll III is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 30 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Carroll serves as the head coach of the Moorestown High School rowing team. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, typically focusing on collaborative, annual planning relationships without discretionary investment authority.

John Santoro is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and has been with UBS since 2006 in their Philadelphia office. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances.

Robert Hart is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at J.P. Morgan Securities since 2020 and previously spent four years at Sanford C. Bernstein & Co., LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Katarzyna Diamond is a financial advisor at LPL Financial with one year of experience. She holds the Series 66 designation and previously worked for nine years at Valic Financial Advisors, Inc. There are no additional notable outside activities reported. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, including access to model portfolios and research from various sources.

Glenn Fels is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1985, he has assisted individuals, families, and businesses in growing their wealth and achieving their financial objectives. Glenn offers a range of services including retirement planning, education plans, wealth accumulation preservation and transfer, estate planning services, executor and trust administrative service, and access to consumer banking services. For business clients, he provides services such as cash management, group benefit plans, commercial banking, financing for business development, real estate financing, investment banking, and succession planning. Glenn holds a Bachelor's degree from Rider University, earned in 1983, and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Bucks County Estate Planning Council. Raised in Huntingdon Valley, Pennsylvania, Glenn currently resides in Bucks County, Pennsylvania. Outside of his professional work, he spends time with his family, works on improving his golf game, and makes weekend trips to the beach. He is married with two grown sons.