Louis Laselva is a financial advisor at Laurel Oak Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of his advisory role, he oversees day-to-day operations of a pass-through business entity. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and ERISA plan advisory services for individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and the use of independent managers, serving clients through a wrap fee program.

Frank Mannino is a CFP® with seven years of industry experience, currently serving as a financial advisor at One Wealth Advisors, LLC since 2018. Prior to joining the firm, he spent ten years at Multicultural Academy Charter School. In addition to his advisory role, Mannino is an insurance agent involved with OWA Insurance Services, LLC. One Wealth Advisors is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, and various organizations. The firm offers comprehensive investment management and financial planning through a holistic “financial life plan” approach, utilizing diversified portfolios and third-party implementation channels.

Matthew Oconnor is a financial advisor with Capitol Private Wealth Group LLC in Philadelphia, PA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Financial Resources Group, LPL Financial LLC, and Webster Bank. He serves as a board member of Partners in Housing Inc., a nonprofit focused on underserved communities in Dartmouth, MA. Capitol Private Wealth Group advises individual and high-net-worth clients, providing discretionary portfolio management alongside financial planning and retirement-plan consulting. The firm employs a range of analytical approaches and offers tax preparation and advanced trading strategies to coordinate investment and tax services for clients.

Joseph Osherow is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wealth Management Associates since 2005 and was previously with Securities America, Inc. until 2024. Wealth Management Associates, Inc. serves a diverse client base including individuals, pension plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, and is notable for its integrated accounting and tax capabilities alongside advisory services.

Molly Baker is a CFP® professional with three years of experience at RTD Financial Advisors Inc in Philadelphia, PA. Her career has been entirely with RTD Financial since 2018, following seven years as a student. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Timothy Collins is a financial advisor at PTS Brokerage, LLC with 19 years of industry experience. He holds a Series 66 designation and has held roles at Continuity Operations Group, CohnReznick LLP, and Investigative Alternatives. Outside of advisory work, he operates a tax and accounting services business and conducts private investigations. PTS Brokerage provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach using fundamental and technical analysis, with portfolio reviews at least monthly.

Austin Kennedy is an investment advisor representative at MFG Investments, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. and OSAIC Wealth, Inc. in addition to his current role. Kennedy is also licensed in insurance activities. MFG Investments, LLC serves individual investors across a range of net worth levels, providing discretionary portfolio management and financial planning services. The firm employs a combination of in-house model portfolios, third-party money managers, and multiple investment strategies, with ongoing account monitoring and periodic reviews.

Matthew Fitzgerald is a financial advisor at Laurel Oak Wealth Management, LLC in Marlton, NJ, with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise Financial Services from 2005 to 2025 before joining Laurel Oak and Purshe Kaplan Sterling Investments in 2025. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, institutions, trusts, and businesses. The firm employs both active and passive strategies, including tactical asset allocation and alternative investments, and serves clients through a wrap fee program managing approximately $1.34 billion across more than 4,500 accounts.

James Workman is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Concourse Financial Group Securities (formerly ProEquities, Inc.) from 2008 to 2022 and operates Workman Financial Services as an investment-related side business. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1.1 billion for more than 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily delivering non-discretionary advice and employing a mix of fundamental, technical, and qualitative analysis in portfolio management.

Richard Durso is a CFP® with 17 years of experience at RTD Financial Advisors Inc in Philadelphia, PA, where he has worked since 2009. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he has served as the head coach of the Drexel University women's ice hockey team since 2001. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, emphasizing individualized investment policies and asset allocation with ongoing monitoring and tax-aware management.

Erin Fago is a ChFC® credentialed financial advisor at Eagle Wealth Strategies with five years of industry experience. Prior to joining Eagle Wealth Strategies in 2023, she held advisory roles at Raymond James and Merrill. Eagle Wealth Strategies serves individuals, trusts, estates, businesses, and charitable organizations with wealth management, investment management, and financial planning. The firm follows a fiduciary standard and primarily uses a fundamental, long-term investment approach with diversified portfolios consisting of mutual funds, ETFs, and individual equities.

Jeremy Schank is a financial advisor at PTS Brokerage, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Noto and Coda. In addition to his advisory role, Mr. Schank is involved in tax preparation through PTS Tax Advisors, owns an insurance sales business, operates a crypto mining venture, and serves as a Jiu-Jitsu instructor. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach utilizing both fundamental and technical analysis, with a focus on options strategies and regular portfolio reviews.

Jon Greer is a financial advisor with GSG Advisors LLC in Mt. Laurel, NJ, holding a Series 66 designation and 23 years of industry experience. He has been with Greer, Scocca & Lau LLC since 2003 and GSG Advisors LLC since 2002. Outside of his advisory role, he is a 33% owner of a law firm and holds a New Jersey real estate license, engaging in licensed real estate activities. GSG Advisors LLC provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, customizing strategies based on clients’ time horizons, tax considerations, and risk tolerance, and manages approximately $715 million in assets under management.

Paul Tully is a CFP® with 43 years of industry experience and currently serves at Eagle Wealth Strategies, a firm he has been associated with since 1989 in various capacities. His prior experience includes over three decades at Raymond James Financial Services. He is also president of EWS2, a corporation involved in life insurance and annuity sales. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamentally driven investment process with diversified model portfolios and offers wealth management, financial planning, and consulting services.

Charles Scogna is a financial advisor at Eagle Wealth Strategies with a Series 65 designation. He joined the firm in 2024 and has prior experience with Association Headquarters, Deptford Township Schools, and Major League Baseball. Eagle Wealth Strategies provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm follows a fiduciary standard and employs a fundamental, long-term investment approach using diversified mutual funds, ETFs, and individual equities.

Heath Goldstein is a financial advisor at 1st Financial Investment, Inc. in Philadelphia, PA, with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with 1st Financial Investment, Inc. since 2016. Outside of his advisory role, he serves as a volunteer fireman and emergency medical technician with several fire companies and holds leadership positions in local amateur radio and pilot clubs. 1st Financial Investment, Inc. provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, and small businesses. The firm employs a core-and-satellite asset allocation strategy using passive index funds and ETFs combined with active managers, delivering advice on a non-discretionary basis while monitoring outside managers to ensure adherence to stated strategies.

Gavin Maurer is a CFP® affiliated with RTD Financial Advisors Inc in Philadelphia, PA, with experience beginning in 2022 at various RTD entities. Prior to his financial advisory roles, he worked at Bent Creek Country Club from 2018 to 2022. RTD Financial Advisors serves individuals, families, and institutional clients, offering life-centered financial planning, personalized investment management, and fiduciary consulting for retirement plans and trusts. The firm employs an asset-allocation driven approach with ongoing monitoring and emphasizes fiduciary services for pooled employer plans and institutional retirement plans.

Rachel Moran is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 13 years of industry experience. She holds a Series 65 designation and has been with RTD Financial Advisors since 2013. RTD Financial Advisors serves individuals, families, and a variety of institutional clients, including pension and ERISA-covered retirement plans, pooled employer plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Joseph Scocca is a financial advisor at GSG Advisors LLC with 22 years of industry experience and holds a Series 66 designation. He has been associated with Greer, Scocca & Lau LLC since 2003 and GSG Advisors LLC since 2002. Outside of his advisory role, he is a 33% owner of a law firm specializing in estate and real estate matters. GSG Advisors LLC provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, employing a variety of investment vehicles and regularly reviewing client portfolios to tailor strategies based on time horizons, tax considerations, and risk tolerance.

Ashley Rosser is a financial advisor at Victory Wealth Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC since 2023. Rosser is also co-owner of Victory Asset Management Co., a non-investment business entity. Outside of her advisory role, she is involved with Penguin Cold Caps in Williamstown, NJ. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a combination of momentum and fundamental analysis alongside quantitative screening and fiduciary scoring, managing accounts on both discretionary and non-discretionary bases.