James Rachlin is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His entire career has been with Janney Montgomery Scott since 2013. 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 range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and multiple advisory programs.

Paul Conforti is a CFP® with 31 years of industry experience, currently affiliated with Mariner. His prior experience includes roles at Msec, LLC, Mariner Wealth Advisors, Lincoln Investment, and Capital Analysts Incorporated. Outside of his advisory work, he serves as treasurer and a board member of the Spring Lake Golf Club in Spring Lake, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and it maintains integrated tax and accounting services uncommon among large enterprises.

Laura Anacker is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2014 to 2022 before joining Sanctuary Advisors and Sanctuary Securities in 2022. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services delivered through a network of over 400 independent investment adviser representatives utilizing multiple analytical approaches and both discretionary and non-discretionary management.

Robert Giunco Jr. is a financial advisor at Allworth Financial, L.P. with 34 years of industry experience. He previously worked at George McKelvey Co., Inc. for 34 years before joining Allworth Financial in 2024. He holds the Series 63 designation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies, including model allocations and options-based overlays, and is notable for its ownership structure and specialized services such as an Airline division and management of privately offered income funds.

Brian Blair is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and having 36 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is a musician with the group The Soulstirs. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven model strategies executed via mutual funds and ETFs with annual rebalancing.

Zachary Housen is a financial advisor at Mariner with six years of industry experience. He holds a Series 65 designation and has been with Mariner since 2017, including time at Mariner Wealth Advisors and Mariner Wealth Advisors prior to the current firm structure. He also has a background working at the University of Delaware. Mariner serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, and private funds, providing services such as investment management, financial planning, retirement consulting, and tax coordination. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and financial wellness offerings uncommon among large advisory enterprises.

Michael Oberdorf is a financial advisor with Commonwealth Financial Network, holding the CFA® designation and Series 63 license. He has 15 years of industry experience, including roles at Regal Securities, Inc. and Commonwealth Financial Network since 2017. Outside his advisory work, he is a co-owner of 520 Real Estate Ventures, LLC, a company involved in managing commercial real estate. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients. The firm provides a range of managed-account programs, third-party asset manager access, and custody services, supporting advisors in portfolio implementation through both internal and external models.

Daniel Phillips is a financial advisor with GWN Securities Inc. in Jackson, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with GWN Securities since 2014. In addition to his advisory role, he is involved in selling life, health, and long-term care insurance products to clients. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Prescilla Ting Murphy is a financial advisor at Citizens Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citizens Securities, Citizens Bank, and Santander Securities, among other firms. She also serves as a Notary Public in New Jersey. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program using ETF-based portfolios and a managed account program, while also operating as a broker-dealer and insurance agency.

Charles Maratta is a financial advisor with Empower Advisory Group in Toms River, NJ, holding Series 63 and Series 65 licenses and a CRPC designation. He has 14 years of industry experience, including roles at GWFS Equities and PNC Investments. He is also a registered New Jersey notary, though he does not engage in notary activities professionally. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model tied to Empower’s administrative platforms. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates through a combination of point-in-time financial plans and optional managed account solutions.

Lisa Parisi is a financial advisor at PNC Wealth Management with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC since 2015, including roles at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online, discretionary model account available to select employees. The program uses algorithmic risk assessment and approved model strategies executed via mutual funds and ETFs, with portfolio management delegated to third parties.

Keith Bermeo is a financial advisor with GWN Securities Inc. holding the CFP® and ChFC® designations, along with Series 65 and Series 66 licenses. He has 28 years of industry experience, including prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources. Outside of his advisory work, he is involved in life insurance sales through a separate financial services business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through managed-account programs on the Fidelity-supported FMAX platform.

Collin Turner is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and just beginning his career in the industry. His prior work history includes roles at Mclean Advisory Group, Planning Alliance, and experience in education at various institutions. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth clients, and retirement plans, using model portfolios and an approach that combines fundamental, technical, and cyclical analysis.

Louis Esposito is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., Inc., Trans World Assurance, and Woodbury Financial Services. In addition to advisory work, he operates as an insurance agent specializing in non-variable insurance and serves as managing partner of Mendham Wealth Management, a marketing entity. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party money managers, primarily managing non-discretionary assets.

Jennifer Chapman is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. She has been with Mariner since 2014. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing discretionary portfolios supported by both in-house research and third-party managers.

Richard Poveromo is a financial advisor at SPC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2005. Outside of his advisory work, he is a fiction writer and self-publishes novels under his imprint, Blue Coral Books, and also assists with his wife's resale business. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered at the individual advisor level.

Daravy Son is a financial advisor at Allworth Financial, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for George McKelvey Co., Inc. for 21 years before joining Allworth Financial in 2024. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite and specialized approaches, and incorporates technology to manage held-away retirement accounts.

Andrew Despotakis is a CFP® professional with nine years of industry experience, currently serving as an advisor at Mariner Wealth Advisors. His prior experience includes roles at Msec, LLC, CETERA Advisor Networks, and Wealth Enhancement Advisory Services. Outside of his advisory work, he owns Monument Fingerboards, a business that manufactures miniature skateboard products, and he is also a piano composer who publishes original piano content. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized investment approach supported by an internal portfolio management team and integrates tax and accounting services alongside traditional portfolio management.

Evan Ha is a financial advisor at Bankers Life Advisory Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked within various divisions of Bankers Life since 2007. In addition to his advisory role, he is appointed as an insurance agent with Bankers Life and Casualty, writing business related to Medicare Supplement, annuities, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analyses to create customized asset allocations and portfolio management strategies tailored to clients’ goals and risk tolerances.

Erik Escobar is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Integrity Alliance since 2010. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. Integrity Alliance is a large advisory network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm serves a broad client base including individuals, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party managers through various platforms.