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®-credentialed financial advisor with eight years of industry experience, currently practicing at One Wealth Advisors, LLC in Philadelphia. Prior to joining One Wealth Advisors in 2018, he spent ten years at Multicultural Academy Charter School. He also serves as an insurance agent with OWA Insurance Services, LLC, where he oversees and places sales of commissionable insurance products. One Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach with tactical flexibility, utilizing diversified portfolios and various third-party platforms to implement strategies such as automated allocations and tax-loss harvesting.

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 with PTS Brokerage, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Citigroup Global Markets and concurrently operates Timothy D Collins Tax and Accounting Services as well as Investigative Alternatives, a private investigation business. Additionally, he serves as a senior consultant with CohnReznick LLP and is involved in government services through Continuity Operations Group, LLC. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm tailors portfolios using fundamental and technical analysis, employs options strategies primarily for larger accounts, and operates as both an SEC-registered investment adviser and a registered broker-dealer.

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.

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.

Jeremy Schank is a financial advisor with PTS Brokerage, LLC, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Noto and Coda, and he has been involved with PTS Brokerage since 2009. Outside of advisory work, he is a jiu-jitsu instructor and engaged in cryptocurrency mining. PTS Brokerage, LLC serves individuals, estates, trusts, and retirement plans by providing investment supervisory and money management services. The firm employs tailored portfolios based on fundamental and technical analysis and utilizes derivatives strategies typically for larger accounts, operating as both an SEC-registered investment adviser and a registered broker-dealer.

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.

Heath Goldstein is a financial advisor with 1st Financial Investment, Inc. in Philadelphia, PA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His background includes roles at Vestech Securities Inc. and engagement with multiple financial and insurance businesses. Outside of advising, he is active in volunteer emergency services and serves in leadership roles with the Chinchilla Hose Company, amateur radio and pilot clubs, and holds elected office as a judge of elections. 1st Financial Investment, Inc. provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach using passive index funds and ETFs complemented by active management where appropriate, with advisory services delivered on a non-discretionary basis.

Gavin Maurer is a CFP® at RTD Financial Advisors Inc with one year of industry experience. He previously worked at Bent Creek Country Club from 2018 to 2022 before joining RTD Financial Advisors. RTD Financial Advisors is a SEC-registered, multi-team firm serving individuals, families, and institutional clients including pension plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, utilizing individualized investment programs and a structured retirement-plan practice with fiduciary investment management and pooled employer plan services.

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.

Fred Snitzer is a Series 65 credentialed advisor with 24 years of experience, currently serving at Prudent Management Associates since 2002. Based in Philadelphia, PA, he is part of a five-advisor team. Prudent Management Associates provides discretionary portfolio management and limited consulting services to high-net-worth individuals, charitable institutions, foundations, endowments, and corporate plans. The firm manages approximately $1.23 billion for about 210 clients and employs a disciplined investment approach focused on primarily low-cost, no-load mutual funds, with risk-based model portfolios tailored by asset allocation and regularly reviewed by an investment committee.

James Mcconnel is a financial advisor at Mitchell Sinkler & Starr with seven years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining Mitchell Sinkler & Starr in 2018, he worked at Goldman Sachs & Co from 2015 to 2018 and spent three years at Montgomery School. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals, families, estates, trusts, endowments, and foundations. The firm follows a long-term, goal-based investment approach combining macro analysis with fundamental research to build portfolios of equities, bonds, and ETFs.

Zachary Merring is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with RTD Financial Advisors Inc in Philadelphia, PA, where he has worked since 2023. His prior experience includes roles at Lincoln Financial Advisors, OmniGrowth Wealth Professionals, and William Paterson University. RTD Financial Advisors is a multi-team, SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and comprehensive retirement-plan support.

Christopher Vassallo is a CFP® professional with 14 years of industry experience. He has been with RTD Financial Advisors Inc in Philadelphia since 2010. RTD Financial Advisors is a multi-team, SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, with a focus on individualized investment programs and comprehensive retirement-plan support.

Richard Malesich is a financial advisor at PTS Brokerage, LLC with 29 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. He has been involved with R.C. Malesich & Associates, LLC since 1998, and has worked with PTS Brokerage and RCM Capital Management since 2007. Outside of investment advisory, he manages his own practice and engages in life, health, and disability insurance sales. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and advice to individuals, estates, trusts, and retirement plans. The firm customizes portfolios using fundamental and technical analysis, employs derivatives and options strategies for larger accounts, and operates as both a registered investment adviser and broker-dealer.