James Vogt is a financial advisor at Pine Valley Investments with 15 years of industry experience. He holds the Series 66 designation and previously worked at Tower Bridge Advisors, Inc. for seven years. Vogt owns shares of Tower Bridge Advisors but does not devote time or duties to that entity. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor client portfolios and offers access to private funds and subadvisory arrangements.

Christopher Beringer is a financial advisor at BC Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been associated with MAFG RIA Services, Inc. since 2002. He serves as a co-trustee for several irrevocable trusts established by William M. Cafaro. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to individuals, trusts, pension and profit-sharing plans, corporations, estates, and other entities. The firm primarily uses fundamental analysis supplemented by charting and cyclical analysis, offering a range of strategies including equities, fixed income, options, and alternative investments, with a focus on non-discretionary client arrangements.

Stephanie Wade is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 designations and 32 years of industry experience. She has held positions at Cambridge Investment Research, OSAIC, SagePoint Financial, Principal Life Insurance, and other firms. Wade is also an owner of SCS Management Group, LLC, a business based in Haddon Heights, NJ. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model allocations, manager relationships, and various wrap programs.

Keval Patel is a financial advisor at Pine Valley Investments with four years of industry experience. He holds a Series 65 registration and has been with Pine Valley Investments since 2021. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm utilizes a variety of analytical methods and strategies, including both long- and short-term trading and model portfolios, under discretionary authority.

Jake Markoe is a Series 65 licensed advisor at Pine Valley Investments with eight years at the firm and a total of five years in the industry. Prior to joining Pine Valley Investments, he worked at Merrill Lynch for one year. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and offers services such as model portfolios and third-party manager allocation.

Carl Price Jr. is a financial advisor at Integrity Advisory Solutions with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Integrity Advisory Solutions, he operated Price Wealth Coaching, LLC and has been an attorney specializing in estate planning and elder law through Price & Price, LLC since 2000. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in client assets and offers services including portfolio management, financial planning, retirement plan consulting, and sub-advisory programs.

John Miller Jr. is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2016. He is also a member of Apex Tax Advisors, LLC, where he prepares tax returns during the tax season, and has worked as an independent insurance agent since 2011. Advisory Services Network is a multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on client objectives and risk tolerances.

Matthew Sheridan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at TFO Wealth Partners. His prior roles include positions at The Vanguard Group and Morgan Stanley, where he worked in both the private bank and wealth management divisions. TFO Wealth Partners manages approximately $4.85 billion in client assets for individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes long-term, asset-allocation strategies using model portfolios comprised mainly of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, financial and estate planning, and family office support.

Susan Minnier is a financial advisor with Main Street Financial Solutions, LLC, holding Series 63 and Series 65 licenses, and has eight years of industry experience. She previously worked at Merrill for four years and held roles at Primerica Advisors and Primerica Financial Services. Prior to her financial career, she spent 27 years at Superior Lamp. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan consulting, employing an academic-based, multi-asset class investment approach that incorporates both passive and active strategies tailored to client objectives.

Abdul Khaliq is a financial advisor with BCG Securities, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at BCG Securities since 2018 and previously held positions at Bank of America and Merrill. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements and tailored recommendations, often implementing advice on a non-discretionary basis, and uses independent third-party managers as part of its investment approach.

Alyssa Zentner is a CFP® and holds a Series 66 license with six years of industry experience. She is currently with Choreo, LLC in Cherry Hill, NJ, where she has worked since 2026. Prior to that, she spent ten years at PNC. Choreo serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients, offering a range of advisory services from portfolio management to outsourced CIO services. The firm employs a strategic, quantitative investment process and provides specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust™ consulting.

Michael Kostiuk is a Series 66-licensed financial advisor with over 10 years of industry experience. He has been with BCG Securities, Inc. since 2013 and has worked concurrently with Horace Mann Investors, Inc. and Horace Mann Companies since 2019. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements, tailored recommendations, and often implements advice on a non-discretionary basis while utilizing independent third-party managers and a variety of analytical approaches.

Jack Carini is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at IAMS Wealth Management since 2017 and previously at Foresters Equity. Carini also owns Carini Financial, where he provides insurance and investment planning services and conducts educational meetings for investment adviser representatives. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing both proprietary and third-party model portfolios with an asset-allocation approach.

Andre Harrielal is a financial advisor at Altitude Capital Management LLC with 10 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Brookstone Wealth Advisors, Whitney & Associates/Total Advisors, Snap Finance, Lyft, Heartland Payment Systems, and Merchant Lynx. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm employs an individualized investment approach based on client goals, risk tolerance, and time horizon, managing accounts primarily on a discretionary basis and recommending custodial relationships with independent custodians.

Brett Straub is a financial advisor with The AmeriFlex Group in Haddon Heights, NJ, holding CFP® and ChFC® designations with 35 years of industry experience. His prior roles include positions at Cambridge Investment Research, Principal Securities, and PRINCIpAL LIFE INSURANCE. Straub is also the owner of The Straub Group Advantage, a business focused on insurance, benefits, and human resources. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and discretionary manager relationships across multiple custodians.

Logan Cruet is a financial advisor at Gladstone Wealth Partners with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and Florida Financial Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a variety of investment strategies including individual equities, bonds, mutual funds, ETFs, and alternative investments.

Jeffrey Garlatti is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC. He has been with BCG Securities and affiliated entities since 2018. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements and tailored, non-discretionary advice, regularly utilizing independent third-party managers and multiple analytical approaches.

Alec Price is an investment advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at Bank of America, Merrill Lynch, and Wells Fargo Clearing. Alec is also involved in managing Price Financial Management Holdings and owns 73 Holdings LLC, which rents office space. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of roughly 286 advisors.

Christopher Cohen is a CFP® professional with 14 years of industry experience, currently advising at BCG Securities, Inc. His prior roles include positions at Citizens Securities, Inc., PFS Investments Inc., and Primerica Financial Services. Cohen is based in Cherry Hill, NJ. BCG Securities, Inc. serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and often provides advice on a non-discretionary basis while utilizing independent third-party managers and a variety of analytical approaches.

Conor Mc Kenna is a financial advisor at BCG Securities, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining BCG Securities, he worked at ADP for six years and at Lehigh Valley Health Network for two years. BCG Securities serves institutional retirement plans and individual clients, generally those with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm employs a non-discretionary approach, uses independent third-party managers, and integrates multiple investment analyses across various strategies.