Holly Vassaras is a financial advisor at SPC with a Series 66 designation and three years of industry experience. She has worked at Parkland Securities LLC since 2017 and serves as a Trust Officer at Pennsville National Bank, where she has been employed since 2015. Vassaras is also a commissioned Notary Public in New Jersey. SPC serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

William Masten is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC since 2017. Prior to SPC, he was with Investment Center of America and has a longstanding role at Pennsville National Bank, where he serves as Chairman and President of Penn Bancshares, Inc. He is also a member of the Pennsville Sewerage Authority. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a service model that includes discretionary and nondiscretionary management options and a corporate structure integrating affiliated broker-dealers and insurance agencies.