Jeffrey Lazarus is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with several firms including Raymond James Financial Services and Wells Fargo Advisors before joining Steward Partners. Outside of his advisory role, he is the founder of Bella LLC, where he holds a patent related to wallets. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary management options.

Robert Gregory is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at PNC Bank and Eddie Bauer. Outside of finance, he is the founder of Philly Plant Dads, LLC. Orion Portfolio Solutions primarily serves independent advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven investment solutions and technology-enabled services, managing approximately $64.8 billion in assets across nearly 198 advisors and over 185,000 client relationships.

David Robb is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he co-manages an apartment rental with his spouse. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary investment approaches.

Blake Szymanski is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hornor, Townsend & Kent since 2021. His prior experience includes roles with Penn Mutual Life Insurance Company and Golf Cars, Inc. He is also involved in life insurance brokerage activities through related entities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing clients with custody, execution, brokerage capabilities, and access to third-party asset managers.

Mark Clark is a financial advisor with VOYA Financial Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including multiple tenures at Voya Financial Advisors dating back to 2014. Outside of advisory work, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, third-party money manager access, and retirement-plan advisory services delivered through a large network of representatives and a diverse product offering.

Robert Gerraputa is a financial advisor at Hornor, Townsend & Kent, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at LPL Financial, Edward Jones, and Joseph Gunnar & Co., LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, overseeing both discretionary and non-discretionary accounts with a network of third-party asset managers.

Philip Patragnoni is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is the owner of Philip Marc Sons of Liberty, a non-investment-related business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available only to employees. The firm uses algorithm-driven risk assessments to guide investment in approved mutual funds and ETFs, with portfolio management delegated to third parties.

Christopher Dent is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2022, following six years at Key Investment Services LLC. Dent is also an owner and partner of Dent-Cylc Enterprises, Inc., a child care and child development business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and supervisory oversight, and manages client accounts with integrated inter-affiliate arrangements including affiliated broker-dealer and banking services.

Harry Hannigan is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Janney Montgomery Scott LLC since 2003. 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 and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Joseph Tortis Jr. is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Wealth and Income Solutions, having previously worked at MML Investors Services, Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he is the owner and captain of a fishing charter business in Marlton, NJ. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, wealth management services, and retirement plan consulting, supporting advisors with operations, trading, technology, investment management, and compliance.

Jessica England is a financial advisor at Citizens Securities, Inc. with Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at Fidelity Investments and Ring Bros Marketplace. Outside of her advisory work, she has experience with nonprofit and educational organizations such as the Jewish Community Center Camp Grossman and Boston College. Citizens Securities serves a diverse retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides ETF-based portfolio management through its digital advisory program and manages both discretionary and non-discretionary accounts.

Albert Angelos is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Janney Montgomery Scott and Wells Fargo Clearing. He works concurrently with LPL Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions including its proprietary WealthSuite. The firm’s fiduciary-based advisory model combines client goal assessment with access to various strategists and technology platforms to implement a range of investment strategies.

Adam Cohler is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and three years of industry experience. He has worked at multiple firms including Cohler Law Firm, Cohler Financial Associates, and the New Jersey Office of the Public Defender. Cohler serves as a board trustee member of the Camden County Bar Association outside of his financial advisory role. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and estates. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and supports its advisors through limited-partnership ownership and structured transition assistance.

Norah Evans is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2018, with prior roles at Santander Securities and HSBC Bank USA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized investment strategies.

Gerald Jevic is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services, including discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios, with a noted emphasis on custody of client assets and a significant portion of non-discretionary advisory assets.

Casey Shure is a CFP® with 19 years of industry experience, currently serving at Corient. His prior roles include positions at Radnor Financial Advisors, LLC, and CIPW Service Company, LLC. He also acts as an individual trustee for certain clients of Corient. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and utilizes advanced risk management and monitoring tools.

Mark Katelhon is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 28 years of industry experience. His work history includes roles at LPL Financial, Lincoln Financial Securities Corporation, and Securian Financial Services, among others. He is also the business owner of Nexus2Wealth LLC and involved with Frankford Insurance and Financial Services. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a mix of strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers, emphasizing percentage-of-AUM wrap fees and a cross-border advisory model.

Paul Marinis is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and previously worked at FS Investments for seven years and Bloomberg LP for seven years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Kevin Dillon is a CFP® professional with 20 years of industry experience, currently with Mercer Global Advisors Inc. He has been with Mercer in various capacities since 2014. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory, financial, tax, retirement, estate planning, and family office services. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing diversified, risk-appropriate portfolios implemented through a blend of ETFs, index funds, separate accounts, and private funds.

Paul Bracaglia is a financial advisor at Clearstead with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for MyCIO Wealth Partners, LLC for 19 years. He is also associated with Brill Ventures, a separate business activity ongoing for over three decades. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax services, and family office administration. The firm employs an institutional investment process across a variety of account types and offers specialized capabilities, including a proprietary Direct Indexing strategy and pooled access to private managers.