Donald Daigle

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.

Ian Klinger is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial, Ameriprise, Guardian Life Insurance Company, Park Avenue Securities, and PwC. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm offers a range of services including asset management, financial planning, retirement plan consulting, and wealth coaching, utilizing model portfolios, third-party managers, and technology platforms to implement and rebalance client allocations.

Erin Mendez is a CFP® professional with 19 years of experience in the financial services industry. She is currently affiliated with Independent Advisor Alliance, LLC and LPL Financial, having previously worked at Ameriprise Financial Services, Inc. from 2006 to 2021. Outside of her advisory role, she also works as an assistant at T&F Camera Shop. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, sub-advisors, and technology platforms to manage client allocations.

Ronald Holmes is a financial advisor with Calton & Associates, Inc. in Vineland, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Calton & Associates since 2004 and has also been involved with BTS Asset Management, Holmes Financial Services, REM Group, and Amway Corporation throughout his career. Outside of advisory work, he is a soccer referee and participates in tax planning and mortgage consulting through a separate business. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both advisory and brokerage services, tailoring investment recommendations based on client goals and risk tolerance, and operates multiple program structures including firm-managed wrap programs and separate account platforms.

Jerry Everwine is a Series 66-licensed financial advisor with Calton & Associates, Inc. in Vineland, NJ, bringing 52 years of industry experience. He has been with Calton & Associates since 2004 and has operated as a self-employed advisor since 1989. Outside of his advisory role, he is involved in income tax preparation and owns a life insurance business. Calton & Associates serves individual investors, retirement plans, trusts, and estates with portfolio management, financial planning, and retirement consulting. The firm offers both fee-based and commissionable products through its dual registration, providing tailored investment strategies and multiple program structures, including firm-managed wrap programs and third-party money manager platforms.