Thomas Mchale is a financial advisor at PNC Wealth Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2004. Outside of his advisory role, he serves as Vice Chair of the Board of Trustees for the Moorestown Theater Company and has worked as a bookkeeper for Pie Lady Cafe LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Alisa Garnek is a Certified Financial Planner (CFP®) with nine years of industry experience. She is currently with Beacon Pointe Advisors, LLC and has worked there since 2018, with prior experience at Janney Montgomery Scott. In addition to her advisory role, she is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base that includes individuals, institutions, and retirement plans. The firm utilizes a disciplined manager selection process and offers a range of services such as discretionary wealth management, financial planning, and outsourced CIO solutions.

William Craig Jr. is a CFP® professional with two years of industry experience, currently serving at TIAA-CREF since 2025. He has been with Tiaa in various capacities since 2008. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management through various managed account options, applying a fiduciary standard to its RIA services.

Renee Barrett is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Janney Montgomery Scott from 2010 to 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, including a Private Wealth program for clients with over $20 million in net worth.

Randall Marquez is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade, Charles Schwab, and their related entities. Outside of finance, he occasionally works as an actor in TV, film, or theater productions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Yugang Sun is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has one year of industry experience. He has been with Transamerica Financial Advisors and Wfgia since 2024. Outside of his advisory role, he has been involved in teaching and research at Temple University since 2016. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services through a large advisor network.

Harry Keller is a financial advisor at CWM, LLC with 44 years of industry experience. He holds the CFP® and ChFC® designations and has prior experience at VOYA Financial Advisors and Cetera Wealth Services. Keller is also the owner of Financial Independence Planning, LLC, an advisory and financial planning business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and comprehensive advisory services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Benyamin Levy is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes roles at Prudential Insurance Company of America, Penn Mutual Life Insurance Company, and Hornor, Townsend, & Kent LLC. Outside of his advisory work, he has been involved with American Cyberspace. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring to build diversified portfolios, and offers both traditional investment advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Christopher Siaplay is a financial advisor with Eagle Strategies (NY Life) in Bala Cynwyd, PA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Eagle Strategies since 2022 and affiliated with New York Life Insurance Company and Nylife Securities LLC since 2016. Siaplay serves as a board member of the Crescent Foundation, a nonprofit focused on supporting the community healthcare system. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm delivers tailored advice through various programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alexander Di Medio is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and the University of Richmond. 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 offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated investment platform and specialized offerings across equities, fixed income, and alternatives.

Peter Zaknich Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with Hornor, Townsend & Kent since 1995. In addition to his advisory role, Zaknich owns and operates a life insurance brokerage focused on life, accident, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing both discretionary and non-discretionary accounts and reported approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Patrick Mcfadden is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2012. He acts as a trustee for an irrevocable family trust used in estate planning, managing the trust’s investment assets in a fiduciary capacity outside of normal business hours. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with a distinctive approach that includes qualified custody and both discretionary and non-discretionary management programs.

Christopher Gagnier is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2021. His prior roles include positions at Van Eck Securities Corporation and ProShares LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Michael Izak is a financial advisor at Lincoln Investment with Series 66 registration and one year of industry experience. His prior work includes roles at Encompass Wealth & Legacy Planning LLC and State Farm. 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 various model portfolios, utilizing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Jason Yarnall is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Coventry First and Independence Blue Cross. Yarnall is also active as an insurance agent with 1847Financial and 1847 Private Client Group, focusing on insurance sales, financial planning, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Joseph Ozag Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 66, Series 65, and Series 63 licenses and five years of industry experience. Prior to joining Hornor, Townsend & Kent in 2022, he worked at FINRA from 2000 to 2021. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, brokerage services, and a range of third-party asset manager relationships.

Dylan Hansen is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Kestra Advisory and previously worked at OSAIC, FSC Securities Corporation, Bank of America, and Merrill. Hansen serves as a non-public arbitrator for FINRA and operates as an independent insurance agent offering products through Osaic Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on large institutional investors and diverse investment solutions.

Patrick Sweet is a CFP® and holds a Series 66 license with 10 years of experience in financial advising. He is currently with Rockefeller Capital Management and has previously worked at Merrill and Starbucks Corporation. Rockefeller Capital Management is an enterprise firm serving a broad client base with a comprehensive investment approach.

Jerome Gregory is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes roles at Agia and Allstate Financial Services. Outside of financial advising, he provides customer support for an IT services provider serving small and medium-sized businesses. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and employs a centralized technology model to support a large client base managed by over 1,200 advisors.

Andrea Smith is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. She holds the CFP® and Series 66 designations. Her career has been exclusively with Janney Montgomery Scott and its affiliates since 2008. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a broad range of clients including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.