Sean Cooney is a CFP® with 12 years of industry experience and is a principal at Cooney Financial Advisors Inc, where he has worked since 2008. He also has a concurrent role at Rosenberg, Smith, Cooney & Migliore Pc since 2006. Cooney Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with financial planning, investment management, and pension consulting. The firm employs a fee-only model, emphasizing tactical asset allocation through globally diversified, index-based ETFs and model portfolios, with a focus on non-discretionary management and pension administration services.

Francis Mccullough is a financial advisor with Mc2 Financial Advisers, Inc., holding CFP® and Series 63 credentials and bringing 28 years of industry experience. He has been president of McCullough & Company P.C., an accounting and consulting firm specializing in business and individual tax preparation, since 1969. Mc2 Financial Advisers, Inc. provides fee-only investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm emphasizes asset allocation and diversification through no-load mutual funds and ETFs, managing client accounts primarily on a non-discretionary basis.

Andrew Leithe is a CFP® with 14 years of experience in the financial services industry, currently serving as CEO and President of Strategic Financial Advisors Corporation. He has held roles at OSAIC since 2023 and Strategic Financial since 2016. Outside of his advisory work, Leithe is co-treasurer of the Rumson PTO. Strategic Financial provides comprehensive and modular financial planning for individuals, trusts, estates, plans, corporations, and business owners. The firm emphasizes planning and advice without managing client portfolios or charging AUM-based fees, using a fixed-price and hourly billing model and offering a business-owner and specialty planning focus.

Mary Mcnutt is a financial advisor at 1015 Capital Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for nine years. 1015 Capital Partners serves high-net-worth individuals, business entities, trusts, estates, and charitable organizations, typically requiring multi-million dollar account minimums. The firm offers discretionary, fee-only portfolio management and financial planning, using a range of analytical approaches and allowing borrowing against client assets for specific short-term purposes.

Levi Donohue is a financial advisor at Sound Wealth LLC in Marlton, NJ. He holds a Series 65 designation and joined the firm in 2025. His prior work experience includes roles outside the financial industry, such as positions at Cava and Chipotle. Sound Wealth LLC is a fee-only registered investment adviser serving individuals, employer plan sponsors, and business clients. The firm uses a modern portfolio theory-based investment approach, combining passive and active strategies with factor-based tilts, and integrates planning with portfolio oversight.

Megan Kiesel is a CFP® professional with six years of industry experience, currently serving as an advisor at Livelhood LLC since 2018. Prior to this, she worked for five years at Consumer Credit Counseling Service of the Delaware Valley (Clarifi). She is based in Philadelphia, PA. Livelhood LLC provides fee-only, advice-only financial planning and educational services to individuals, business owners, and families, focusing on long-term, globally diversified investment recommendations and comprehensive planning including retirement, debt, and student loan strategies. The firm offers public and employer-sponsored seminars and operates without managing or taking custody of client assets.

Kiersten Montenero is a financial advisor at MK3 Wealth LLC with a Series 65 designation and one year of industry experience. Prior to joining MK3 Wealth, she was involved with Gilded Raven Games, LLC for three years and has work experience dating back to 2013 in educational roles at Rutgers University and Cherokee High School. MK3 Wealth LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, non-profits, and small businesses. The firm customizes asset allocation using in-house model portfolios and independent managers, utilizing both fundamental and technical analysis for investment decisions.

Ella Gillespie is a Series 65-licensed advisor at Pegasus Management Services L.L.C. in King of Prussia, PA, with one year of industry experience. Prior to joining Pegasus, she worked briefly at Wells Fargo Advisors and has been a student since 2016. Pegasus Management Services offers discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA retirement plan services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm provides individualized investment programs based on client goals and risk tolerance and also conducts public seminars and workshops on investment topics.

Owen Brown is a CFP® with three years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC. His prior roles include positions at Equitable Advisors and Brooklyn Plans. Additionally, he provides notary services to clients of Foundation Wealth Management. Foundation Wealth Management offers integrated wealth management and comprehensive financial planning for individual and high-net-worth clients, emphasizing tailored investment advice and combining expertise in tax and accounting through its team credentials and affiliated practices.

Barbara Drebing is a financial advisor at Kauffman & Drebing with 34 years of industry experience. She has been with the firm since 1984, which she co-founded and continues to operate. Kauffman & Drebing provides fee-only financial planning to individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm delivers written advisory reports tailored to clients' goals and risk tolerance without managing or custodian client assets, focusing exclusively on fee-only planning without product sales or discretionary management.

Thomas Cooney is a CFP® with 35 years of industry experience and has been with Cooney Financial Advisors, Inc. since 1987. He was a partner at the CPA firm Rosenberg, Smith, Cooney & Migliore PC, where he retired in 2016 but continues to provide limited accounting services. Cooney Financial Advisors is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $43.7 million in client assets using a tactical asset allocation strategy focused on globally diversified, index-based ETFs and mutual funds, with a notable integration of accounting and pension consulting services.

Anthony Petsis is the president of Anthony Petsis & Associates Inc. and holds the ChFC® designation with 42 years of industry experience. He has been with Anthony Petsis & Associates since 1991 and previously worked at Signator Investors, Inc. and OSAIC. He serves as chairman for a charity golf tournament organized by the Rotary Club of Newtown, PA. Anthony Petsis & Associates Inc. offers personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides written plans and single-subject advice on a fee-for-service basis and does not manage client assets on a continuous basis.

Jason Walker is a financial advisor with Cross Border Financial Planning USA LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining his current firm in 2022. Cross Border Financial Planning USA LLC serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial and estate planning, and indirect digital-asset exposure. The firm employs a multi-method investment approach and coordinates with a UK-regulated affiliate to serve a notable non-U.S. client base.

Susan Gress is a financial advisor with Bancroft Capital, LLC, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. She has worked at Bancroft Capital since 2018 and previously held positions at CM Advisory, LLC, CFG Capital Markets, LLC, Boenning & Scattergood, Inc., and Ferris, Baker Watts, LLC. Bancroft Capital provides investment advisory and retirement plan services primarily to institutional clients and high-net-worth individuals, focusing on ERISA retirement consulting, financial planning, and long-term investment strategies.

Brailyn Robertson is a financial advisor at The Aranda Group Advisors, LLC with a Series 65 designation and six years of experience at the firm. Prior to joining The Aranda Group, Robertson worked in roles outside the financial industry, including positions at TerraVida Holistic Center and Bright MLS. The Aranda Group Advisors, LLC serves individuals, high-net-worth families, trusts, non-profit organizations, pensions, and businesses with asset management and in-house financial planning. The firm emphasizes client-specific financial plans with diversified asset allocation, tax efficiency, and periodic rebalancing, offering both discretionary and non-discretionary portfolio management along with access to third-party sub-managers and securities-based lending.

Steven Toto is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Ethos Capital Management, Inc., where he has worked since 2021. His prior roles include positions at Madison Avenue Securities, LLC, AE Wealth Management, LLC, The Retirement Group, LLC, and FSC Securities Corporation. In addition to his advisory work, he is licensed as an insurance agent through Ethos Capital Advisors, LLC. Ethos Capital Management, Inc. serves individuals, high-net-worth clients, trusts, estates, and business entities by providing portfolio management, financial planning, and consulting services. The firm implements investment strategies based on fundamental, technical, and cyclical analysis, uses model portfolios and sub-advisers, and offers ongoing financial planning and portfolio review.

Michael Natale is a ChFC® credentialed financial advisor with 40 years of industry experience. He has worked at Foundation Capital Management, Inc. since 1993 and has held roles at Securities Service Network, Inc., Securities America, Inc., and Osaic Wealth, Inc. He is also involved as a partner and independent contractor with Foundation Capital Management, LLC, where he engages in financial planning and fixed insurance sales. Foundation Capital Management serves individual investors, including many high-net-worth and accredited clients, as well as trusts, corporations, and charitable organizations. The firm offers financial planning and portfolio management using an active, model-driven investment approach across traditional and specialist sectors, delivering both discretionary and buy-and-hold strategies.

Jarrod Barton is a CFP® with 16 years of industry experience, serving as an advisor at Wealthwise Advisors since 2011. He has worked at Strategic Tax and Advisory Services since 2013 and was previously with Zeiders Enterprises. Barton is also the owner of a tax preparation business and is a licensed insurance agent for life and health insurance. Wealthwise Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages investment programs on a non-discretionary basis, combining fundamental, technical, and cyclical analysis with regular account reviews and delivers financial plans within stated timelines.

Hi, I'm Matt Reakus, the founder of Sound Wealth in Marlton, New Jersey. I'm a Christian, husband to an amazing wife and father of four, and I focus on business owners, families with a lot of moving parts, and people getting close to retirement. I started Sound Wealth in 2021 after rebuilding my practice around biblical stewardship. We handle financial planning and investment management at Sound Wealth, and tax preparation and year-round tax planning through our affiliated firm, Sound Tax, so the person who knows your plan is also looking at your tax return. I hold the CFP®, CKA®, CEPA and EA designations, which cover comprehensive financial planning, biblical stewardship and business exit planning at Sound Wealth. As an Enrolled Agent, I handle tax preparation and IRS representation through Sound Tax. I earned my Bachelor of Science at Stockton University, and I also teach biblical financial courses. I work with clients nationwide, meeting virtually or in person at our Marlton office. Outside the office you'll find me coaching my kids' sports and spending time with my family. Sound Wealth LLC is a state-registered investment adviser. Advisory services are offered only where Sound Wealth LLC is registered or exempt from registration. Registration does not imply a certain level of skill or training. Tax services are provided by Sound Tax LLC, an affiliate under common ownership that does not provide investment advice.

Daniel Glod is a CFP® and ChFC® with 23 years of industry experience. He is currently with Stone Fortress Wealth Strategies and has previously worked at firms including TIAA-CREF, Coventry First, LLC, and High Speed Alliance LLC. In addition to his financial advisory roles, he owns and manages an auto repair business. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans, using a long-term investment approach that incorporates fundamental analysis, low-cost funds, and selective use of derivatives in customized portfolios.