Brian Biehl is a CFP® professional with 34 years of experience in the financial industry. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Questar Asset Management, Meeder Advisory Services, Merrill, Wells Fargo Clearing, and Icon Advisers. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

James Silvagni is a financial advisor at Advisor Share Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at GWN Securities, Inc., Equity Services Inc, and National Life Group. Outside of his primary role, he is involved with several ventures including an informational website on retirement topics and a federal retirement education initiative. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and institutional plans. The firm employs third-party sub-advisers and model portfolios, provides alternative and private investment options, and supports clients on both discretionary and non-discretionary bases.

Connor Womack is a financial advisor at Capital Analysts with nine years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Lincoln Investment since 2017. He is the sole owner of NEXTGEN WEALTH PLANNING LLC, which provides administrative, marketing, and operational support services for his practice. 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 through both discretionary and non-discretionary approaches, utilizing an in-house Investment Management & Research team and a proprietary mutual fund screening process.

Matteo Petrillo is a financial advisor at Regal Investment Advisors LLC with 20 years of industry experience. He has worked at Regal since 2018 and previously spent 10 years at Boenning & Scattergood. His credentials include the Series 66 designation. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a network of unaffiliated advisers, serving individual, high-net-worth, and corporate clients with a range of proprietary and third-party investment strategies.

Mark Dougherty is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC and has prior experience at Mutual of Omaha and LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework and offers access to alternative investments and proprietary planning tools.

Carl Price is a financial advisor with Integrity Advisory Solutions, holding a Series 65 credential and two years of industry experience. He is also the owner of Price & Price, LLC, a law practice specializing in estate planning and elder law, which he has managed since 2000. Prior to joining Integrity Advisory Solutions, he operated Price Wealth Coaching LLC for two years. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a range of investment strategies and third-party platforms to tailor client portfolios.

John Crowther is a financial advisor at Calton & Associates, Inc. with 40 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Calton & Associates in 2004, he has been involved with Spartan Planning Agency since 1980, where he serves as an officer engaged in insurance sales. Crowther also serves as a board member of the Paulsboro Chamber of Commerce. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options and offers multiple program structures, including firm-managed wrap programs and third-party money manager platforms.

Candida Weinrick is a financial advisor at Choreo, LLC with 20 years of industry experience and holds a Series 66 designation. Her career includes roles at Morgan Stanley Smith Barney, UBS Financial Services, Hightower Advisors, and Merrill. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Linda Pyles is a CFP® with 18 years of industry experience and has been with Main Street Financial Solutions, LLC since 2012. She holds a Series 66 license and is based in Medford, NJ. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses an academic-based, multi-asset class investment approach with a focus on low-cost passive ETFs alongside active funds and individual securities, providing tailored portfolios and ERISA fiduciary consulting.

Lawrence Hubert Jr. is a financial advisor at Trustmont Advisory Group, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, Hubert serves as president of a swimming pool service company and holds leadership positions in local nonprofit and fraternal organizations. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Frank Galzarano is a CFP® and ChFC® with 24 years of experience in the financial industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial and Good Life Advisors, LLC. Outside of his advisory work, Galzarano is also a musician. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based financial planning supported by patented software with an evidence-based investment approach that integrates behavioral economics and proprietary quantitative measures.

James Lombardo Jr. is a financial advisor at Belpointe Asset Management LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, BCG Securities, and Chaslyn Financial Group. Outside of advising, he is involved in insurance sales and manages multiple employer 401(k) plans. Belpointe serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses a variety of investment strategies tailored to client objectives and supports affiliated businesses such as proprietary funds and back-office services for other advisers.

Jonathan Wilt is a CFP® with 41 years of experience in the financial industry, currently serving at Capital Analysts. He has been affiliated with Lincoln Investment Planning, Inc. since 1985. Outside of his advisory work, Wilt is president of the board of directors for the Hiway Theater, a nonprofit organization, where he oversees operations and strategic planning. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and retirement plans. The firm offers portfolio management and advisory services through a combination of in-house discretionary management and third-party advisors, supported by proprietary mutual fund screening and tax-aware portfolio options.

Ronald Sala is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Meeder Investment Management. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning process with an evidence-based investment approach, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct long-term portfolios.

Rian Steinbiss is a financial advisor at Capital Analysts with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Analysts since 2015 and at Lincoln Investment since 2002. 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, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Richard Gaglianese is a financial advisor at Capital Analysts with Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1992 and has been self-employed since 1989. Outside of his advisory work, he serves as board president for the Abington Police Athletic League and the Abington Township Police Foundation, organizations focused on community safety and support. Capital Analysts serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, offering portfolio management, customized and model portfolios, and retirement-plan advice. The firm delivers investment management through both discretionary and non-discretionary approaches supported by an in-house Investment Management & Research team and a proprietary mutual fund screening process.

Jeffrey Heppard is a financial advisor at Belpointe Asset Management LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney and Citigroup Global Markets. Heppard is also involved with Chaslyn Financial Group, providing investment advisory and insurance solutions. Belpointe serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a range of investment strategies tailored to client objectives, supported by affiliated businesses and product sponsorships.

Mark Mcgaurn is a CFP® professional with 19 years of industry experience. He has been with CreativeOne Securities, LLC since 2016. Outside of his advisory work, Mcgaurn is involved in coaching wrestling. CreativeOne Securities, LLC is a multi-advisor RIA serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm provides financial planning, portfolio management, fiduciary services, and access to third-party managers through its proprietary CreativeOne Wealth platform.

Philip Comer is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Encompass More Asset Management LLC. His prior roles include positions at Global View Capital Management, Lincoln Investment Planning, Holman Insurance, and Merrill Lynch. In addition to his advisory work, he is a full-time employee of Insurance Technologies dba Hexure, where he manages insurance application software accounts. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies combining proprietary and third-party models, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset exposures.

Juliet Mcglaughlin is a financial advisor at McAdam LLC with Series 63 and Series 65 licenses. She has been with McAdam since 2019 and also serves as an assistant swim coach at Saint Joseph's Preparatory School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and offering a range of investment strategies tailored to client objectives.