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 at BCG Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Horace Mann Investors, Inc. and Pruco Securities LLC. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and frequently implements advice on a non-discretionary basis, utilizing independent third-party managers and a range of analytical approaches.

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 the Series 66 designation and has previously worked at Lincoln Investment, Clearpath Wealth Partners, and Rev.com. His background also includes roles outside finance, such as positions in education and the public library system. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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®-certified financial advisor with Capital Analysts, based in Marlton, NJ, and has 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 range of clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm provides investment management through both discretionary and non-discretionary approaches, supported by an in-house research team and proprietary mutual fund screening processes.

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 with Capital Analysts, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1992 and has been affiliated with Rutgers University and the New Jersey Army National Guard for over four decades. In addition to his advisory work, he serves as Chairman of the Community Friendship Foundation, focusing on community service projects. Capital Analysts serves a diverse client base including retail and institutional investors, trusts, and charitable organizations, offering 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. The firm provides both discretionary and non-discretionary investment management, supported by an in-house research team that utilizes a proprietary mutual fund screening process.

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, holding a Series 66 designation and 15 years of industry experience. He has worked with Huntington Learning and Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, Burr is engaged in tutoring services as a sole proprietor and independent tutor. 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, access to third-party managers, and retirement plan advice through a nationwide network of advisors and an in-house investment management team using a proprietary screening process to build model portfolios.

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.

Mario Dilisciandro is a financial advisor with Capital Analysts in Marlton, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with CTC, L.L.C. since 2012 and Lincoln Investment Planning, Inc. since 2010. Outside of his advisory roles, Dilisciandro 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 individual investors, trusts, foundations, and institutions. The firm offers discretionary and non-discretionary investment management through an in-house team and supports its services with a proprietary mutual-fund screening process and partnerships with third-party managers.

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.

Daniel Hernandez is a CFP® professional with 39 years of industry experience. He is affiliated with Capital Analysts and has been associated with Lincoln Investment Planning, Inc. since 1987. Outside of his advisory work, Hernandez serves as president of the Favorite Harbor Condo Association, where he oversees projects and maintenance. 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 research team and proprietary mutual fund screening process.