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.

Logan Cruet is a financial advisor at Gladstone Wealth Partners with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and Florida Financial Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a variety of investment strategies including individual equities, bonds, mutual funds, ETFs, and alternative investments.

Jeffrey Garlatti is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC. He has been with BCG Securities and affiliated entities since 2018. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements and tailored, non-discretionary advice, regularly utilizing independent third-party managers and multiple analytical approaches.

Alec Price is an investment advisor representative with Concurrent Investment Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc., holding Series 63 and Series 65 credentials. He has 36 years of industry experience, including roles at Bank of America and Merrill Lynch. Outside of his advisory roles, Alec Price is involved in managing Price Financial Management Holdings and owns 73 Holdings LLC, which rents office space in West Berlin, NJ. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to a diverse client base including individuals, families, trusts, and businesses. The firm employs a long-term investment approach using a combination of ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Christopher Cohen is a CFP® professional with 14 years of industry experience, currently advising at BCG Securities, Inc. His prior roles include positions at Citizens Securities, Inc., PFS Investments Inc., and Primerica Financial Services. Cohen is based in Cherry Hill, NJ. BCG Securities, Inc. serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and often provides advice on a non-discretionary basis while utilizing independent third-party managers and a variety of analytical approaches.

Conor Mc Kenna is a financial advisor at BCG Securities, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining BCG Securities, he worked at ADP for six years and at Lehigh Valley Health Network for two years. BCG Securities serves institutional retirement plans and individual clients, generally those with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm employs a non-discretionary approach, uses independent third-party managers, and integrates multiple investment analyses across various strategies.

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. He holds the CFP® and ChFC® designations and has 15 years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company and Financial Advisors of Delaware Valley. He is also involved in Divorce Financial Solutions and engages in joint case work and mentorship at Family Wealth Management. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and uses Pershing as a qualified custodian and introducing broker-dealer.

Zachary Rhoda is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment, Clearpath Wealth Partners, and Rev.com. Outside of finance, his background includes roles in education and in the food service industry. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house Investment Management & Research team that manages discretionary portfolios using proprietary screening processes and offers a variety of advisory services tailored to client needs.

Kenneth Cappelli is a financial advisor at Sequent Planning, LLC with 29 years of experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Equitable Advisors, Mutual of Omaha, and Securities America Advisors. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations, offering asset management, financial planning, access to third-party model managers, and a range of retirement-plan services. The firm employs a structured risk framework emphasizing diversified exposures and uses platforms such as AdvisorEngine and Charles Schwab for custody and administration.

William Voliva is a CFP® with 33 years of industry experience and is affiliated with Capital Analysts. He has worked at Lincoln Investment for the past 10 years. In addition to his advisory role, he is an insurance producer specializing in disability and fixed insurance products. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house investment management team that employs proprietary screening tools and model portfolios.

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 with Capital Analysts, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992 and has also served at Rutgers University for over four decades. Outside of his advisory role, he serves as Chairman of the Community Friendship Foundation, focusing on community service projects. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to custom strategies, third-party managers, and retirement plan advisory services, supported by an in-house Investment Management & Research team.

Nicholas Daniels is a financial advisor with Advisory Services Network, holding a Series 65 designation and one year of industry experience. He has worked at several firms, including Gold Gerstein Group CPA LLC and Richard Hatch CPA. Outside of advisory work, he is an enrolled agent providing tax preparation services through Apex Tax Advisors LLC. Advisory Services Network serves individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies across various asset classes using both discretionary and non-discretionary approaches.

James Burr is a financial advisor with Capital Analysts in Marlton, NJ, holding a Series 66 designation and 15 years of industry experience. He has worked concurrently at Huntington Learning and Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, Burr operates several tutoring businesses as an independent tutor and sole proprietor. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, custom portfolios, and access to third-party managers, supported by an in-house investment management and research team and proprietary mutual fund screening.

Eric Rodriguez is a financial advisor with Core Planning in Cherry Hill, NJ. He holds Series 65 and Series 63 licenses and has been with Core Planning since 2025. Prior to joining Core Planning, he worked at Magellan Federal, Tapfin/EY, WFG Insurance Agency, and Xpress Recon LLC. He is also a licensed insurance agent with WFG Insurance Agency, assisting individuals with insurance purchases on a part-time basis. Core Planning provides fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm tailors investment strategies based on client objectives and risk tolerance, utilizing third-party model portfolios and automated rebalancing tools.

Alan Cohen is an investment advisor representative with Concurrent Investment Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and RBC Capital Markets, LLC. Outside of advisory work, he provides fixed insurance advice through a sole proprietorship related to fixed insurance production. Concurrent Investment Advisors, LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with wealth management, financial planning, and investment management services. The firm manages approximately $9.9 billion in assets across discretionary and non-discretionary mandates, employing a long-term, customized investment approach using a range of securities and external managers.

Mario Dilisciandro is a financial advisor with Capital Analysts who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has worked at CTC, L.L.C. since 2012 and Lincoln Investment Planning, Inc. since 2010. Outside of his advisory work, he serves as Board Chair for both the Mantua Township Municipal Utilities Authority and the Gloucester County Library System. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through a variety of programs supported by an in-house investment management and research team.

Akhil Giri is a financial advisor at BFC PLANNING, Inc. with a Series 66 credential and one year of industry experience. He has previously worked at True Capital Partners and Berthel, Fisher & Company Financial Services, Inc. from 2021 to the present. 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 under management through a network of independent adviser representatives.