Matthew Golizio is a financial advisor with Valic Financial Advisors who holds a Series 66 credential and has 24 years of industry experience. His prior firms include Merrill and Ascensus. Outside of his advisory career, he operates Jersey Shore Photo Booths, providing photography and photo booth services for events such as weddings and sweet 16s. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes centralized technology and model solutions in its service delivery.

Stanley Alterman is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 20 years before joining Osaic in 2024. Outside of his advisory role, he is involved in nonprofit activities related to sailing education and serves as president of his condominium association. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms.

Heather Barone is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked at EPA Financial Services since 1991, where she is also president and part owner, and has held positions at Ameriprise Financial Advisors and Cambridge Investment Research. 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, technology, compliance, and practice-management support, enabling advisors to construct customized portfolios and access discretionary model portfolios managed by its Investment Management and Research team.

John Shibles is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining Commonwealth in 2017, he worked at Regal Securities for 11 years and Shibles Brothers LLC for 19 years. Outside of his advisory role, he is involved in commercial real estate management as a co-owner and executive of multiple entities in New Jersey. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm offers a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services, enabling advisors to implement portfolios through both internal models and external platforms.

Leroy Rachlin is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and over 40 years of industry experience. He has worked at 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 wide range of clients including individuals, families, trusts, corporations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Angelo Ciacco is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio execution to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Nicholas Gargiulo is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. with five years of industry experience. Prior to joining Mercer, he worked at KML Financial Services Group, LLC and Personal Financial Solutions LLC. Outside of finance, he serves as the Director of the Karate Program at Epic Gymnastics, a gymnastics and karate school. Mercer Global Advisors serves individuals, families, small business owners, and institutional clients by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach with diversified portfolios implemented through low-cost ETFs, index funds, separate account managers, and specialized programs.

Kevin Lynch is a financial advisor at Transamerica Retirement Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Nationwide Investment Services Corp, Massmutual Financial Group, and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. The firm uses proprietary portfolio construction technology from Morningstar Investment Management and manages a large client base focused on asset allocation and retirement guidance.

James Alban is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at New York Life Insurance Company, Principal Life Insurance, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. Mariner serves a wide range of clients, 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 services, utilizing discretionary, customized portfolios supported by both in-house and third-party management.

Todd Schaefer is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend investment risk bands and employs mutual funds and ETFs with annual rebalancing.

Corinne Brogan is a financial advisor at Mariner with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services, Inc., 1792 Wealth Advisors, and Tupler Financial. Brogan also supported 1792 Wealth Advisors in investment research and portfolio management. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm combines in-house research with third-party managers and provides services such as tax compliance, CFO support, and employer financial-wellness tools.

Paige Foley is a financial advisor at Allworth Financial, L.P. with three years of industry experience. She holds a Series 65 designation and previously worked at George McKelvey Co. for ten years before joining Allworth Financial. 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, index allocations, and options-based models, and is noted for its ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

Philip Demarco is a Series 66-registered advisor with PNC Wealth Management, where he has worked since 2008. He has 21 years of experience in the financial industry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering available by invitation to employees. This program uses algorithm-driven risk assessments to implement managed model strategies with mutual funds and ETFs, focusing on digital execution and discretionary portfolio management.

Michael Mazzeo is a financial advisor at Mariner with CFP® and ChFC® designations and six years of industry experience. He previously worked at CoreCap Investments, Dworetsky Financial, Equitable Advisors, and Axa Advisors. Mazzeo has contracted as an independent agent with insurance carriers prior to joining Mariner and has occasionally placed business for family members. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and offers integrated tax services and administrative CFO capabilities uncommon among large advisory firms.

Lawrence Larmer is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 20 years. Outside of advising, he is chairman of the trust committee for the Order of AHEPA, a fraternal organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight.

Kimberly Van Houtte is a financial advisor at Allworth Financial, L.P. with 19 years of industry experience and holds the Series 66 designation. She worked at George McKelvey Company for 20 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 offers customized portfolio strategies, including model allocations and options-based overlays, and provides both discretionary and non-discretionary asset management and financial planning services.

Evan Fleischman is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, DoorDash, and Equitable Financial Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and implements investment strategies with mutual funds and ETFs.

Kenneth Leblanc is a CFP® with 25 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Network 1 Financial Securities, Inc. and KML Financial Services Group, LLC, where he was a managing member. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including retirement plan consulting and family office services. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified portfolios using a mix of low-cost ETFs, index funds, and specialized fund platforms.

Mary O'hern is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with Bankers Life and its affiliates since 2015, including her current role at Bankers Life Advisory Services, Inc. since 2026. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on client goals, risk tolerances, and time horizons.

Richard Looney is a financial advisor with Allworth Financial, L.P., holding a Series 63 designation and 38 years of industry experience. He worked at George McKelvey Co., Inc. for 37 years before joining Allworth Financial in 2024. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away retirement accounts, with ownership including private investment vehicles and the Ontario Teachers’ Pension Plan.