Anthony Aulffo is a CFP® with 16 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. His prior experience includes roles at Private Advisor Group, LPL Financial, Taylor Capital Management, Retirement Wealth Advisors, Mass Mutual Investors Services, and MSI Financial Services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that combines patented Wealthcare software with behavioral economics, using a mix of quantitative metrics, fundamental and technical analysis, passive and active investments, and dynamic rebalancing.

Andrew Wilt is a financial advisor with Capital Analysts in Marlton, NJ, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Lincoln Investment since 2015 and has served in a role at Villanova University since 2001. Outside of his primary positions, Wilt is involved in financial planning activities through Heritage Advisory Group. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by proprietary research and institutional relationships.

Christopher Bryan is a financial advisor at Pine Valley Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equity Services Inc. and Creative Planning Institutional Advisors, LLC. Outside of his advisory role, Bryan is involved in community activities such as volunteering with youth programs at Ridley Park Presbyterian Church and serving in leadership and coaching roles with Ridley United Soccer Club. He is also a managing member of Knockerball Philadelphia, LLC. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual, high-net-worth, and institutional clients. The firm employs a range of investment strategies, including use of model portfolios and various trading techniques, and also manages affiliated private funds while serving as a sub-advisor to other advisers.

Jeffery Ahrens is a CFP® with 25 years of industry experience, currently serving with Gladstone Wealth Partners. His prior roles include positions at LPL Financial, Exceptional Risk Advisors, and Raymond James Financial Services. Outside of his advisory work, he is involved in a sports data aggregation venture named Metrix Matter. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment advisers. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, and is notable for its integration of retirement-plan service delivery with institutional manager relationships.

Anthony Vasile is a financial advisor at Pine Valley Investments with eight years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Girard Advisory Services. He is based in Marlton, NJ. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, pension plans, charitable organizations, and corporations. The firm uses a range of analytical approaches and strategies, including long- and short-term trading, options, and structured notes, and serves as adviser to pooled investment vehicles and affiliated private funds.

James Conner is a financial advisor at Capital Analysts with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Command Advisory Services and Lincoln Investment. Outside of his advisory role, he is the founder and president of the Marlton Volleyball Club, where he organizes and coaches youth teams. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and uses a proprietary mutual-fund screening process to construct model portfolios.

Gerald Nowakowski is a financial advisor at Earned Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Source One Business Services, UBS Financial Services, and Hartford Funds Management Company. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm uses independent investment managers and model portfolios informed by a third-party consultant and an internal committee, emphasizing diversification and a buy-and-hold strategy alongside comprehensive financial planning.

Kathleen Fay is a CFP®-credentialed financial advisor with 24 years of industry experience. She has worked at Pine Valley Investments since 2020 and was previously with Girard Partners Ltd for 16 years. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals—including high-net-worth clients—as well as 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 also serves other advisers and their clients through subadvisory arrangements.

Jamie Baraldi is a financial advisor with Gladstone Wealth Partners in Mount Laurel, NJ, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career includes ten years at UBS and seven years at LPL Financial, alongside his current role at Gladstone Wealth Partners since 2019. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers a range of investment options and financial planning services, with a focus on integrating retirement-plan service delivery and institutional manager relationships.

Amy Leis is a CFP® with 18 years of industry experience, currently serving as an advisor at Main Street Financial Solutions, LLC. She has worked at Main Street Financial Solutions since 2019 and previously spent 11 years at Janney Montgomery Scott LLC. Outside of her advisory role, she assists with social media consulting for a family-owned furniture design business. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, actively managed funds, and alternative investments, while also providing ERISA fiduciary consulting and managing both discretionary and non-discretionary portfolios.

Alberto Gaglianese is a CFP® with 40 years of industry experience, currently with Capital Analysts. He has been with Lincoln Investment Planning, Inc. since 1986. Outside of financial advising, he is involved in real estate through several property-related ventures, including flipping and managing rental properties. Capital Analysts serves a diverse clientele that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches.

Robert Ebling is a CFP® professional with 16 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2022. He previously worked at Merrill from 2014 to 2022. Ebling is a committee member of The ESOP Association, a nonprofit organization focused on the promotion of employee stock ownership plans. Main Street Financial Solutions serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, active funds, individual securities, and alternative platforms while providing financial planning, wealth management, and fiduciary consulting services.

Farrukh Kazmi is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with his current firms since 2010 and 2022, respectively. His other business activities include serving as a financial advisor at A&S Asset Management and managing various real estate office buildings. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who tailor portfolios using multiple investment structures and strategies.

Ismail Baram is a financial advisor at Saxony Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Saxony Securities, Inc and Workplace Financial Advisors. Outside of his advisory roles, he was employed by Amazon Flex for three years. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and employs various investment methods, including fundamental and technical analysis, while offering discretionary asset management and fee-based financial planning.

Stephen Schmitt Jr. is a financial advisor at Saxony Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Florida Financial Advisors, Inc., Trinity Wealth Securities L.L.C., and Mutual of Omaha. Outside of his advisory role, he controls Workplace Financial Advisors, LLC, a pass-through entity for business revenue and expenses. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model and employs a variety of investment approaches including discretionary asset management and third-party manager due diligence.

Michael Applebaum is a Series 63 licensed advisor with 39 years of industry experience. He currently works at Vanderbilt Advisory Services and has prior experience at Janney Montgomery Scott. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and it offers a range of portfolio management and financial planning services alongside a unique integration with retirement-plan and benefits firms.

Susan Marino is a financial advisor at Capital Analysts with 26 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Van Eck Associates Corporation and Lincoln Investment. Capital Analysts serves retail and institutional clients, providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its own programs.

Scott Tanker is a financial advisor with Blackridge Asset Management, LLC, holding the ChFC® designation and Series 63 license. He has 33 years of experience in the industry, including roles at Next Financial Group Inc and Walnut Street Securities, Inc. Outside of advising, he owns Tanker Consulting Services, where he consults on merchant services, and he is involved in insurance sales and pension plan consulting with a focus on 401(k) plans. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a multi-advisor network and utilizes an affiliated asset management platform alongside third-party providers.

Stephen Mc Entee is a financial advisor with Capital Analysts, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Lincoln Investment, Milestone Wealth Management, QPSI, and Immaculata University. Capital Analysts serves a mix of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm offers investment management both on a discretionary basis via an in-house team and non-discretionary basis through advisors and third-party managers.

Gregory Mikolajczak is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1999 and is also involved with Flyer's Skate Zone and Camden County College. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and offers both discretionary and non-discretionary investment options using proprietary screening tools and third-party managers.