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.

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.

Kristen Donato is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley Smith Barney LLC and Ironview Capital Management LLC. Donato has been with Rockefeller since 2025. 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Caroline Bennett is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2018. Prior to her financial services career, she worked in the food service industry with roles at Jake's Seafood and The Pink Crab. TIAA-CREF Individual & Institutional Services, LLC specializes in financial planning and discretionary managed account programs for individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm operates within a vertically integrated model that includes advisory services, trust services, and donor-advised funds.

Robert Kelly is a CFP® with 10 years of industry experience. He has worked at Rockefeller Financial LLC since 2026 and previously spent 11 years at SEI Investments Management Corp. 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, and consulting, and operates as a registered broker-dealer with services that include securities transactions, variable insurance products, and placement and investment banking.

Frank Midili is a Series 66-licensed financial advisor with 13 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 a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Janet Riser is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. She has been with Janney Montgomery Scott since 2009 and holds Series 63 and Series 65 licenses. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Christopher Houchins is a financial advisor at Oppenheimer with 15 years of industry experience. He has held his current role since 2017 and previously worked at Stifel Nicolas from 2015 to 2017. He holds Series 63 and Series 66 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and investment services on both discretionary and non-discretionary bases, covering equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation and manager selection.

Marissa Wood is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. She holds the Series 65 designation and has worked concurrently at the Law Offices of John Dooley and Union Financial Services since 2017. In addition to her advisory role, Wood performs bookkeeping duties for the Law Offices of John Dooley. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers a range of investment strategies, including the RAISE 360® Model Series and options-enhanced strategies, serving clients through both direct advisory and sub-advisory arrangements.

Mark Ciarelli is a CFP® with over 40 years of experience in the financial services industry. He is currently with Ameritas Advisory Services, LLC and has held various roles within the Ameritas organization since 1982. He is also a founding member of Financial Capital Group LLC, where he has provided financial planning and investment-related services since 2001. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing multiple program platforms and a combination of proprietary and third-party investment models.

Michael Rothfuss is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Tucker-Haskins & Associates, Equity Services Inc, National Life Group, and Chartered Advisory Group, Inc. Rothfuss is also the owner of Bell Retirement Strategies, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, retirement plan consulting, and operational support, enabling advisors to deliver customized investment solutions under Commonwealth’s supervision.

Thomas Meyer is a financial advisor at Hightower Advisors with a Series 65 credential and nine years of industry experience. He previously founded and led Meyer Capital Group from 2015 to 2023 before joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Michael Hassell, Jr is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. His background includes multiple periods as a student prior to beginning his advisory role at Janney. 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 services, financial planning, and multiple advisory programs.

Oliver Evan is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Bank NA, and PNC Investments LLC. He is based in Philadelphia, PA. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Martin Franks is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2007. 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 services, financial planning, consulting, and multiple advisory programs.

Jason Weisz is a financial advisor at Hornor, Townsend & Kent, LLC with 14 years of industry experience. He holds a Series 66 credential and has practiced at Hornor, Townsend & Kent since 2014, including its predecessor entity, and at Penn Mutual Life Insurance Company since 2014. In addition to his advisory role, Weisz operates Weisz Accounting Services, providing CPA, accounting, and tax preparation services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm offers both discretionary and non-discretionary account options and operates as both an SEC-registered investment adviser and FINRA-member broker-dealer.

Jason Lawrence is a financial advisor at Wealth Enhancement Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Levy Wealth Management Group, PST Advisors, and Axa Advisors. He also serves as a vice president and financial advisor at Wealth Enhancement Group in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, charitable organizations, corporations, and retirement plans through a network of hundreds of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic allocation approach that combines passive and active management guided by an internal Investment Committee.

Leslie Thoms is a financial advisor with Empower Advisory Group in Philadelphia, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Empower Advisory Group in 2024, Thoms worked at Morgan Stanley and E*TRADE in various roles between 2015 and 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, operating through an integrated service model aligned with Empower’s recordkeeping and administrative platforms.