Edward Harrington Jr. is a CFP® with 39 years of industry experience. He has been with Financial Planning Professionals, Inc. since 1992 and previously worked at Securities Service Network, Inc. for 21 years. Outside of advising, he serves as a member of a condominium board and has ownership interests in a storage facility and related commercial properties. Financial Planning Professionals, Inc. provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs global asset allocation model portfolios with active market timing and primarily focuses on ETF-based strategies implemented on a discretionary basis.

Jared Gruccio is the principal of Advice to Thrive and holds Series 63 and Series 65 licenses with 14 years of industry experience. He previously worked at GWN Securities Inc. for 14 years before founding Gruccio Financial, LLC. He serves as a board member of the Greater Vineland Chamber of Commerce and is a partner in a tax planning and consulting firm. Advice to Thrive provides discretionary investment management and comprehensive financial services, including financial, tax, estate, and insurance planning, primarily for business owners, high-net-worth individuals, and multigenerational families. The firm uses fundamental analysis and strategic asset allocation to build primarily long-term portfolios and offers consulting and coordination with other professional advisors.

Michael Cherrey is a CFP® and Series 66-registered advisor with 23 years of industry experience. He has led MDC Financial Consulting, LLC since 2001 and has operated his own CPA and financial planning practice since 1997. MDC Financial Consulting provides financial planning, investment management, and consulting services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plan sponsors. The firm develops individualized investment policy statements and implements balanced, asset-allocation portfolios, offering discretionary portfolio management and educational workshops, including services for institutional accounts and employee education programs.

Alex Perricone is a financial advisor at A.M. Perricone LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Planning Alliance, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of his advisory role, he is also a licensed insurance agent. A.M. Perricone LLC is a registered investment adviser offering asset management, financial planning, and consulting services primarily to individuals, high-net-worth clients, and small business owners. The firm employs a combination of fundamental analysis, modern portfolio theory, factor-based investing, and passive strategies to tailor asset allocations, operating with discretionary trading authority and conducting periodic account reviews.

Peter Zeuli is a CFA® charterholder with 25 years of industry experience. He has been with Philadelphia Investment Partners, LLC since 2001, where he serves as Managing Partner. Outside of his advisory role, he is the Treasurer of Hillcrest Development Corp. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, retirement plans, and select institutional clients, including state and municipal entities. The firm employs a top-down, macroeconomic-driven investment approach combined with quantitative and fundamental analysis for security selection.

Mark Ghazal is a financial advisor at Orion Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Morgan Stanley. Outside of his advisory role, he holds a 16% ownership stake in a family-held S corporation that operates a travel agency. Orion Financial Advisors provides discretionary wealth and portfolio management primarily for individual clients and trusts with an emphasis on non–high-net-worth households. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, utilizing diversified portfolios of low-cost ETFs, mutual funds, and occasionally individual securities.

James Burkeitt is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Chesapeake Capital Management, LLC and has prior experience at ProEquities, Inc and Capital Financial Services Corp, where he also serves as Vice President and advisor. Chesapeake Capital Management, LLC is a team of seven advisors serving individual and high-net-worth clients with portfolio management and financial planning services. The firm offers both discretionary and non-discretionary advisory solutions, supplements investment work with client communications and education, and sponsors a wrap-fee program.

Donald Hill is a Series 65-licensed financial advisor with Hill and LaBarre Wealth Management in Williamstown, NJ. He has four years of industry experience, including roles at Premier Investment Services and prior careers with Piedmont Airlines and the United States Air Force. Outside of finance, his background includes aviation training at Crosswinds Flight School. Hill and LaBarre Wealth Management is a newly registered advisory firm serving individuals, high-net-worth clients, corporations, and other advisory clients. The firm offers both active and passive portfolio management, financial planning, and educational programs, employing a value-oriented investment approach with tactical and strategic asset allocation and option strategies.

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.

Kyle La Barre is a financial advisor at Hill and LaBarre Wealth Management with a Series 65 designation and four years of industry experience. He has worked at Premier Investment Services since 2021 and concurrently serves in the US Air Force. Outside of advisory work, he is a partner at Villa Texas Insurance Services, an insurance agency. Hill and LaBarre Wealth Management offers asset management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a value-oriented, primarily long-only investment approach supplemented by tactical and strategic asset allocation and option strategies, and provides both active and passive portfolio management alongside educational programs.

Donald Hill is a Series 65-licensed financial advisor with Hill and Labarre Wealth Management, where he has worked since 2021. He has three years of industry experience and previously spent over three decades with the Southeastern Pennsylvania Transportation Authority. Outside of his advisory role, Hill serves as the General Chairman of the Brotherhood of Locomotive Engineers and Trainmen Division 71, representing commuter Locomotive Engineers in contract negotiations and arbitration. Hill and Labarre Wealth Management provides asset management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a value-oriented, primarily long-only approach supplemented by tactical and strategic asset allocation and option strategies, offering both active and passive portfolio management programs along with educational offerings.

Shannon Mccue is a financial advisor at Philadelphia Investment Partners, LLC with 12 years of industry experience. She holds the Series 66 designation and has been with Philadelphia Investment Partners since 2017. Prior to that, she worked at MyCIO Wealth Partners, LLC and Fortiter Wealth Management. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, retirement plans, and select institutional clients, including state and municipal entities. The firm employs a top-down, macroeconomic-driven investment approach combined with quantitative analysis and fundamental company valuation techniques.

David Badecki is a financial advisor at Orion Financial Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Thrive Capital Management, LLC and Guardian Solutions LLC. In addition to advising, he is involved in life and health insurance sales as an independent advisor. Orion Financial Advisors provides discretionary wealth and portfolio management primarily for individual clients and trusts, focusing on non–high-net-worth households. The firm employs a long-term investment approach using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and also offers affiliated insurance and mortgage services alongside educational seminars.

Andrew Ghazal is a financial advisor at Orion Financial Advisors with 14 years of industry experience. He holds a Series 66 designation and has held roles at Orion Financial Advisors, Guardian Mortgage Group, Gazelle, Inc., and Guardian Solutions LLC. Outside of his advisory work, he is involved in residential home loans as a mortgage loan officer and has a minority interest in a travel agency. Orion Financial Advisors provides discretionary wealth and portfolio management primarily for individual clients and trusts, focusing on non–high-net-worth households. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, utilizing diversified portfolios of low-cost ETFs and mutual funds, and offers additional services including insurance sales and mortgage loan assistance.

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.

William Lafferty is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with TA Capital Management, LLC and has previously worked at Total Alignment Wealth Advisors, The Warwick Tavern, and Rowan University. TA Capital Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and certain businesses. The firm combines ongoing asset management with personalized financial planning, employing various analysis methods and tailoring portfolios to clients’ objectives and risk tolerances.

Magan Zavislak is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Best Life Infinity, LLC, where she has worked since 2023, following roles at Investment Advisor Group, Investment Advisor Alliance, American Tax and Financial Planners, and PNC Investments. In addition to her advisory work, she provides tax planning and bookkeeping services through PinCrest Tax Advisory. Best Life Infinity serves individual investors and families, including high-net-worth clients and a focused practice for military survivors and combat veterans. The firm offers investment management and financial planning with an emphasis on asset allocation and diversification, using both passive and active strategies tailored to client needs.

Collin Bill is a CFP® and Series 65-licensed advisor with seven years of industry experience. He is currently with TA Capital Management, LLC and has previously worked at Total Alignment Wealth Advisors, LLC and ABS Electrical Contractors. TA Capital Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and certain businesses. The firm combines ongoing asset management with personalized financial planning, using various analysis methods and tailoring portfolios to client objectives and risk tolerances.

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.

Frank Mazzuca is a financial advisor at United Capital Financial Advisors with a Series 65 credential and one year of experience. His prior roles include positions at Apexium Financial LP and WealthFD, as well as teaching experience at Saint Joseph’s University, St. Augustine Prep, and at the middle school level. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models, offers customization for ESG and faith-based preferences, and supports client engagement through proprietary technology and research.