John Oxley is a financial advisor with Oxley Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Prior to founding his current firm in 2018, he worked at USA Financial Securities Corporation and Freedom Financial Strategies. He is also a licensed insurance agent involved in life insurance and annuity sales. Oxley Capital Management provides financial planning and investment consulting primarily to individual and high-net-worth clients. The firm recommends unaffiliated third-party managers and focuses on planning and monitoring rather than discretionary asset management.

Bradley Kaplan is a CFP® with 28 years of industry experience, currently serving at Kaplan Wealth Management, Inc. since 1997 and associated with LPL Financial since 2013. He holds Series 63 and Series 65 licenses. Kaplan Wealth Management serves individuals, trusts, estates, and business entities, managing approximately $83.4 million on a discretionary basis for about 214 clients. The firm offers comprehensive financial planning and discretionary wealth management, tailoring portfolios primarily through mutual funds, ETFs, and a blend of fundamental and technical analysis across diversified investment strategies.

Matthew Eichert is a financial advisor with Market Street Wealth Management and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Market Street Wealth Management since 2011 and USA Financial Securities Corporation since 2005. Outside of advisory services, he is involved in tax planning and preparation for clients. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach based on fundamental analysis and manages approximately $715 million in client assets across a team of ten advisors.

Eric Sjolund is a financial advisor at Altitude Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Altitude Capital Management since 2015. He also operates Sjolund Financial Services, which he founded in 2003. In addition to advisory work, Sjolund is licensed as an insurance agent and dedicates up to 30% of his time to selling insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm’s approach is tailored to client goals and risk tolerance, offering discretionary portfolio management and consulting without account minimums.

Ralph Schellinger is a financial advisor with PTS Brokerage, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with PTS Brokerage since 2005. In addition to his advisory role, he works as an independent contractor selling life and health insurance products. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets and employs a multi-advisor team that utilizes both fundamental and technical analysis to tailor portfolios to client needs.

David Raymond is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Great Valley Advisor Group since 2015 and has also been associated with LPL Financial since 2014. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in assets and serving individual, high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management and comprehensive financial planning, utilizing both in-house and third-party strategies alongside ongoing portfolio monitoring and reviews.

Richard Callahan is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Great Valley Advisor Group, LLC. He has been with Great Valley since 2014 and has also worked at LPL Financial Corporation since 2008. In addition to his advisory work, he owns a CPA firm providing tax and accounting services. Great Valley Advisor Group manages approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management and financial planning, utilizing both in-house and third-party strategies with ongoing monitoring and annual reviews.

Drew Nemeth is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Great Valley Advisor Group since 2014 and has been affiliated with Linsco Private Ledger since 2007. Nemeth also serves as an office manager for Doylestown Wealth Management, Inc. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, comprehensive financial planning, and access to third-party advisory programs and alternative investments.

Gregory Mallison is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Great Valley Advisor Group since 2014 and also maintains an affiliation with LPL Financial since 2008. Outside his advisory role, he is involved in a family partnership, Consanguinity Associates, which serves as a holding company for family assets. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, financial planning, and access to third-party advisory programs and alternative investments.

Peter Augustine is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial, Wells Fargo Clearing, and WELLS FARGO Advisors, LLC. Augustine provides investment advisory services through Great Valley Advisor Group, an independent registered investment advisor. Great Valley Advisor Group manages approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management and financial planning, using a client-specific, multi-sourced investment approach that incorporates both in-house and third-party strategies.

Sean Buchanan is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2023 and previously spent seven years at Wells Fargo Clearing and three years at Wells Fargo Advisors, LLC. Buchanan provides investment advisory services through Great Valley Advisor Group, an independent registered investment advisor. Great Valley Advisor Group manages approximately $9.7 billion in client assets and serves individual and high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party advisory programs and alternative investments, employing a client-specific, multi-sourced investment approach.

Dennis Pelaez Robles is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Edward Jones and Wells Fargo Clearing. Outside of his advisory role, he has worked as a server at Tomatoe's and as a rideshare driver for Uber and Lyft. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, employing a mix of strategic and tactical asset allocation through both affiliated and third-party managers.

Joseph Di Marco Jr. is a ChFC® credentialed advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. His prior roles include positions at WCG Wealth Advisors, Treloar & Heisel, and Penn Mutual Life Insurance Company, where he has worked for ten years. He is also actively involved in insurance brokerage through his role as an agent with CFS Dental Division, focusing on insurance sales and service including Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

Matthew Rotella is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes nearly two decades at Ameriprise and over 25 years with Burklow & Rotella, LLC. Outside of advising, he is involved in managing real estate operations and rental properties in New Jersey and Connecticut. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets for a diverse client base, including individuals, charitable organizations, and institutions. The firm offers discretionary and non-discretionary portfolio management through proprietary strategies and third-party managers, with portfolios spanning equities, fixed income, mutual funds, ETFs, alternatives, and cash.

Walter Shoczolek Jr. is a financial advisor at SPC with 18 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Avantax Advisory Services and Avantax Investment Services, and he has been a partner at Pierce Guyon & Shoczolek since 1986. Outside of his advisory work, he is involved in tax preparation and accounting through Pierce Guyon & Shoczolek, PA, and other related business entities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors. The firm provides discretionary and nondiscretionary management options and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary services.

Eric Gartland is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 1992. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Robert Jones Jr. is a financial advisor with PNC Wealth Management holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and third-party managed model strategies implemented via mutual funds and ETFs.

John Crosby is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Ameritas Life Insurance and related entities since 2008, as well as prior positions at Price Raffel & Browne and Independent Financial Solutions. He is also a Certified Business Exit Consultant and has served as a professional witness in cases involving suitability and sales practices for retirement products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory through affiliated representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Byron Frey is a CFP® professional with 23 years of industry experience, currently serving at Creative Planning since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a property owner of multiple rental houses in New Jersey. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Tod Shoffler is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial in Wildwood, NJ. He has worked at both Crest Savings Bank and LPL Financial since 2007. Outside of advisory services, he holds a real estate sales license and is involved in managing personal real estate investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with additional product offerings such as insurance and lending services.