Albert Robert Maccani

Nicholas Bernhardt is a financial advisor at Align Advisor Group, LLC with 10 years of industry experience. He previously worked at LPL Financial for 13 years and has been involved in real estate sales since 2009. Bernhardt holds Series 63 and Series 65 licenses. Align Advisor Group serves individual and high-net-worth clients, retirement plans, charities, and businesses by providing financial planning, consulting, and discretionary investment management. The firm’s investment approach combines passive and active strategies guided by fundamental analysis and modern portfolio theory, offering services through various platforms including its own wrap fee program and subscription-based financial planning.

Ryan Lomangino is a financial advisor with Align Advisor Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at LPL Financial, LLC, Tough Turf LLC, Stockton University, and Atlantic Christian School. Align Advisor Group serves individual and high-net-worth clients, retirement plans, charities, and businesses by providing financial planning, consulting, and discretionary investment management. The firm emphasizes asset allocation with a combination of passive and active strategies and offers services including wrap fee programs and subscription-based financial planning.

Jack Carini is a financial advisor at IAMS Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IAMS Wealth Management since 2017, following roles at Foresters Equity and his own firm, Carini Financial. Outside of advisory services, he is a licensed life insurance agent and operates Carini Financial, where he provides insurance and investment planning and education. IAMS Wealth Management serves a diverse client base including individual investors, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management with a range of investment instruments and uses proprietary models, AI tools, and tailored client strategies.

Benjamin Ott is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Kingsview since 2017 and previously spent seven years with Edward Jones. Outside of advising, he owns a rental property that is professionally managed. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of in-house strategies, third-party managers, and alternative investments across various portfolio types, including discretionary and non-discretionary advisory services.

Nicholas Carini is a financial advisor with IAMS Wealth Management, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at IAMS Wealth Management since 2018 and previously at Foresters Equity Services from 2014 to 2018. Outside of his advisory role, he owns a real estate firm, Hawk Realty, LLC. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management using proprietary and third-party model portfolios and a diversified asset-allocation approach.

Ronald Holmes is a financial advisor at Calton & Associates, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Calton & Associates since 2004. Holmes also has experience at BTS Asset Management, Holmes Financial Services, and REM Group. Outside of advisory roles, he is involved in tax planning and preparation, operates a financial services business, works as a sales representative in telecommunications and energy, and officiates soccer matches. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers various program structures, including firm-managed wrap programs and third-party money manager platforms, with investment recommendations tailored to client goals and risk tolerance.