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.

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.

Gregory Taglienti is a financial advisor with Capital Analysts in Marlton, NJ, holding a Series 66 designation and 19 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2007 and briefly at Ameriprise in 2007. Outside of his advisory role, 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 investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm employs both discretionary and non-discretionary investment management, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support its services.

Michael Harriett is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Lincoln Investment Planning and Lincoln Investment. Harriett serves as a board member for the Lambertville, New Jersey Parks & Recreation department. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and manages discretionary investment portfolios using a proprietary mutual fund screening process.

Andre Harrielal is a financial advisor with Altitude Capital Management LLC, holding Series 65 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Whitney & Associates/Total Advisors, and Morgan Stanley. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, managing discretionary assets with tailored strategies based on client objectives, time horizon, and risk tolerance. The firm employs a multi-team approach and operates managed account programs with regular portfolio reviews.

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.

Pamela Lepore is a Certified Financial Planner™ at Capital Analysts with 26 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999. Capital Analysts serves retail and institutional clients such as individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and its in-house investment management team.

Christopher O’Neill is a CFA® charterholder with seven years at Pine Valley Investments and a total of four years in the financial industry. His prior experience includes roles at Archer Investment Management Solutions and S&P Dow Jones Indices. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes fundamental, technical, and quantitative analysis to tailor portfolios and offers access to private funds and third-party managers through various client arrangements.

Gregory Pizzano is a financial advisor at Pine Valley Investments with 22 years of industry experience. He holds a Series 65 designation and previously worked at Corrado Financial Group and Hallmark Capital Management, Inc. 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 analytical methods and trading strategies, including the use of derivatives, margin, and short sales, and also serves other advisers through subadvisory arrangements.

Michael Einhorn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding CFP® and ChFC® designations and over 16 years of industry experience. His career includes roles at Mutual of Omaha Insurance Company, Divorce Financial Solutions, and Financial Advisors of Delaware Valley. In addition to advisory work, he is involved in family wealth management and provides mentorship and joint case work. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, delivering managed solutions primarily through a platform relationship with Envestnet. The firm combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Kenneth Cappelli is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior roles include positions at OSAIC, Securities America Advisors, Equitable Advisors, Mutual of Omaha Investor Services, LPL Financial, and Wells Fargo Clearing. Cappelli also holds an insurance agent role alongside his advisory work. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services, utilizing a structured risk framework and diversified manager exposures through a network of independent adviser representatives.

William Voliva is a financial advisor with Capital Analysts, holding the CFP® and Series 63 designations and bringing 33 years of industry experience. He has worked at Lincoln Investment for over two decades, from 2002 to the present. In addition to his advisory role, he is involved in the sales and service of disability and fixed insurance products. 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 an in-house team to deliver discretionary investment management alongside third-party offerings.

Daniel Morse is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with firms including LPL Financial, Private Advisor Group, and Securities America Advisors. Morse has involvement in insurance-related activities, including life, disability, and long-term care insurance. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm utilizes a combination of customized and model portfolios alongside third-party solutions and offers access to alternative investments and digital platforms.

Victoria Cocciolone is a financial advisor at Pine Valley Investments in Marlton, NJ, holding a Series 65 designation with five years of industry experience. She has been with Pine Valley Investments since 2016. 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, employing a range of investment strategies and serving both direct and referred clients.

Harold Hill is a financial advisor at Capital Analysts with 39 years of industry experience. He holds a Series 63 credential and has been affiliated with Lincoln Investment Planning, Inc. since 1992. Hill has also served at Rutgers University since 1985 and in the New Jersey Army National Guard since 1979. Outside of advising, he is chairman of the Community Friendship Foundation, a community service organization. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

David Leone is a CFP® with 11 years of experience in financial services. He is currently affiliated with Forefront and Calton & Associates, having held prior roles at Halpern Financial, Pacific Life Insurance Company, and Jackson National Life Distributors. He also owns Leone & Company Wealth Management, providing comprehensive financial planning. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive planning services and utilizes customized portfolios with third-party managers and turnkey platforms.

James Burr is a Series 66-licensed financial advisor with Capital Analysts, based in Marlton, NJ, and has 15 years of industry experience. Alongside his advisory role, he operates several tutoring businesses as an independent tutor. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines in-house discretionary investment management with third-party advisor offerings and emphasizes fiduciary responsibility for retirement and tax-advantaged accounts.

Eric Rodriguez is a financial advisor with Core Planning, holding Series 65 and Series 63 licenses and based in Cherry Hill, NJ. He has been with Core Planning and Magellan Federal since 2025 and has a background that includes work with Tapfin/EY and experience as a licensed insurance agent with WFG Insurance Agency since 2020. Outside of his advisory role, he provides insurance services on a part-time basis. Core Planning offers fee-only financial planning, wealth management, and portfolio management primarily to individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services. The firm tailors investment strategies to client objectives and uses model portfolios and automated rebalancing tools to manage accounts.

Mario Dilisciandro is a financial advisor at Capital Analysts with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with CTC, L.L.C. and Lincoln Investment Planning, Inc. since 2010 and 2012 respectively. He serves as Board Chair for both the Mantua Township Municipal Utilities Authority and the Gloucester County Library System. Capital Analysts provides portfolio management and retirement-plan advice to a range of clients including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm operates through a nationwide network of independent advisors and uses both discretionary in-house management and non-discretionary third-party managers to deliver investment solutions.