Majid Kureshi is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with BFC Planning and Berthel Fisher & Company Financial Services since 2015. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm provides financial planning, portfolio management, and access to various investment platforms through a network of approximately 200 advisers.

Scott Higgins is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with Mutual of Omaha since 2015, including roles in insurance and wealth management. Outside of advisory services, he is also licensed as an insurance agent specializing in life and fixed annuities, accident and health, Medicare Advantage, and prescription drug coverage. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs. The firm utilizes platform relationships with Envestnet and Pershing, delivering solutions that include third-party money manager relationships and retirement plan consulting.

Louis Petrillo is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Boenning & Scattergood and Regulus Financial Group. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios across various asset classes with discretionary implementation and rebalancing.

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.

Thomas Watkins Jr. is a financial advisor at Capital Analysts with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lincoln Investment Planning, Inc. since 1982. In addition to his advisory role, he serves on the Board of Trustees and the 403b Investment and audit committees at Springside Chestnut Hill Academy and is a member of the John McKee Scholarship Committee. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of advisors and an in-house investment management team that uses a proprietary mutual fund screening process.

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.

John Natale is a financial advisor at Capital Analysts with 45 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes 29 years at Lincoln Investment Planning, Inc. Outside of his advisory role, he is involved in life and disability insurance sales and fixed annuity sales. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and employs a proprietary mutual-fund screening process to construct model portfolios.

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.

Gregory Taglienti is a financial advisor at Capital Analysts with 19 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment Planning, Inc. since 2007, following a brief tenure at Ameriprise. Outside of advising, he operates the Law Office of Gregory J. Taglienti, LLC, providing legal services to the public and other legal professionals. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering portfolio management and retirement-plan advice. The firm utilizes both discretionary and non-discretionary investment approaches, supported by an in-house research team and proprietary fund-screening methods.

Michael Harriett is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with Lincoln Investment and Lincoln Investment Planning. Outside of his advisory role, Harriett serves as a board member and officer for the Parks & Recreation department in Lambertville, New Jersey. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

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.