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.

Lee Molotsky is the principal of Molotsky Tax Advisory Group, LLC, an independent advisory firm based in Voorhees, NJ. He holds Series 63 and Series 66 credentials and has 19 years of experience in financial advisory services. Molotsky also works as an independent insurance agent, spending approximately half of his professional time in this capacity. His work history includes roles at Greentree Mortgage Company and SHM Financial Group. Molotsky Tax Advisory Group primarily serves individual clients, as well as trusts, estates, small businesses, and retirement plans. The firm offers discretionary asset management and comprehensive financial planning, customizing portfolios based on clients’ objectives and risk tolerances using fundamental, technical, and cyclical analysis.

Eric Nelson is a CFP® and Series 66 credentialed advisor with 13 years of industry experience. He is the principal of Independence Wealth, where he has worked since 2018. His prior experience includes roles at Summit Brokerage and Woloshin Investment Management. Nelson is also licensed as a life and health insurance agent, dedicating part of his time to sales and service in that capacity. Independence Wealth serves individuals, high-net-worth clients, and businesses, providing discretionary portfolio management and comprehensive financial planning. The firm focuses on passively oriented portfolios using index mutual funds and ETFs, supplemented by fundamental and technical analysis, and offers business- and exit-planning advice for corporate clients.

Scott Champion is a financial advisor at Champion Financial & Tax Services, LLC in Sewell, NJ, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Linsco Private Ledger since 2006 while operating his own firm since 2001. His practice includes both investment advisory and tax preparation services, with licensure as an insurance agent. Champion Financial & Tax Services manages approximately $30 million in discretionary portfolios primarily for individual clients, focusing on growth-oriented equity selection based on fundamental and technical analysis. The firm combines investment management with tax planning and insurance services, offering integrated updates during tax season without accepting commissions or custodial research payments.

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.

Kenneth Darby is a financial advisor at Darby Investment Services LLC with four years of industry experience and a Series 65 designation. He has a background in tax preparation, operating Darby Tax Service since 2016, and previously worked at PHI Service Company for 11 years. Darby Investment Services LLC is a fee-only financial planning firm serving individuals and families, providing advice on taxes, cash flow, retirement planning, and investment allocation. The firm offers fiduciary, non-discretionary recommendations tailored to clients’ tax situations and risk tolerance, typically focusing on no-load mutual funds, ETFs, dividend-paying large-cap stocks, and cash-equivalent instruments.

Joshua Duvall is a CFP® professional with 12 years of industry experience. He is the principal of Joshua Duvall Financial Planning & Accounting, LLC, where he has worked since 2017. Prior to founding his firm, he held roles at Andrew Garrett Inc and Cordasco Financial Network, LLC. In addition to financial advising, he manages digital marketing for Kennedy Health. His firm serves individuals, couples, families, and small business owners through a subscription-style financial planning model that includes investment management, tax planning, and charitable giving. The firm emphasizes long-term, passive investment strategies using low-cost index ETFs and integrates tax and accounting services alongside advisory offerings.

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.

Kathleen Schroeder is a financial advisor with RMAS, Inc. who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with J Alden Associates, Alden Capital Management, Capitol Securities Management, and has been involved with Risk Management Advisory Services, Inc. since 2001. Schroeder is also vice president of Kings Management Company, where she is involved in insurance sales and tax preparation. RMAS, Inc. provides discretionary investment supervisory services and individualized portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $81.7 million across about 98 client accounts, using fundamental analysis and a mix of long- and short-term strategies tailored to client objectives and risk tolerance.

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.

Louis Fevrin is a financial advisor at Legacy Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sturdivant & Co., Inc. and Allstate Insurance Co. Outside of advisory work, he owns and operates an insurance agency, coaches CrossFit, and runs a streaming business. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including state and municipal government entities. The firm employs a long-term, global macro asset-allocation strategy using quantitative and fundamental analysis across a wide range of investment instruments.

Robert Stahler is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with Anchored Financial Planning LLC and has previously worked at Edward Jones, Raymond James Financial Services, and Kennedy Investment Group. Outside of advisory work, he is also engaged in independent insurance sales. Anchored Financial Planning LLC provides investment advisory and financial planning services to individual and high net worth clients. The firm offers managed accounts and written financial plans, tailoring portfolios to client objectives, time horizon, and risk tolerance through a variety of strategies and conducts regular account reviews.

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.

Edward Levene is a financial advisor at TA Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has prior business roles including managing member of Levco Power, LLC and leadership positions at Clean Peak Energy Group, LLC and Levco Tech, Inc. Outside of advising, he has been involved in energy-related business activities through various leadership roles in companies such as Levco Power, LLC and Energy Advantage. 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 a range of analytical strategies tailored to client objectives and risk tolerances.

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.

Michael Pallozzi is an investment advisor representative with HFM Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with HFM and its predecessor entities since 2004. Outside of advisory services, he is also licensed as an insurance agent and engages in insurance product sales. HFM Investment Advisors serves individuals, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a tiered service model and partners with third-party subadvisors and technology platforms to manage client portfolios.

Daniel Gordon is a financial advisor at Shaker Financial Services with 19 years of industry experience. He holds a Series 65 designation and has been with Shaker Financial Services since 2006. Shaker Financial Services provides discretionary portfolio management for individuals, families, trusts, IRAs, small-business retirement accounts, and various institutional clients. The firm specializes in globally diversified portfolios primarily composed of closed-end funds, using a quantitative “discount capture” approach to manage risk and optimize timing of trades.