Daniel Hernandez is a financial advisor with Capital Analysts, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1987 and serves as President of the Favorite Harbor Condo Association, overseeing projects and maintenance. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs, model portfolios, and third-party managers. The firm employs an in-house Investment Management & Research team that supports its investment decisions and provides a range of advisory services with differentiated authority levels.

Thomas Mcelgunn is a financial advisor at Pine Valley Investments with 8 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at The Prudential Insurance Company of America. He is also involved with Pine Valley Planning, an insurance-related activity outside of his advisory role. Pine Valley Investments offers discretionary portfolio management, financial planning, and pension consulting services to individual, high-net-worth, and institutional clients. The firm employs a variety of analytical strategies and manages both directly advised accounts and pooled investment vehicles, including affiliated private funds.

Matthew Voliva is a financial advisor with Capital Analysts, holding a Series 66 designation and 15 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2011. Capital Analysts serves a wide range of clients including 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 & Research team to guide investment decisions.

Nicholas Lampone is a financial advisor at Pine Valley Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Dalzell Trading and Boenning & Scattergood. Outside of his advisory role, he is the founder and president of Sabio Industrial, LLC, a general contracting business. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and quantitative analysis to tailor portfolios and also manages private funds and subadvisory relationships.

Michelle Square is a financial advisor with Avantax Planning Partners, Inc. in Southampton, NJ, holding Series 63 and Series 65 credentials and 29 years of industry experience. Her prior work includes roles at Equitable Advisors and Axa Advisors, LLC. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers these services primarily through a network of CPA firms and registered advisor representatives, managing approximately $7.57 billion in assets for about 7,500 clients as of December 2025.

Jay Falini is a financial advisor with Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2008, he has worked concurrently at Zacks Investment Management and LBMZ Securities, Inc. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary models across a range of strategies and serves both as a direct manager and a provider of indices, model portfolios, and private alternative funds through multiple distribution channels.

Gary D'alessio Jr. is a financial advisor at Verity Asset Management with five years of industry experience. He holds a Series 65 credential and has a background in law enforcement, including roles with the Burlington County Prosecutor's Office and the Cherry Hill Police Department. Outside of his advisory role, he is involved in several business activities, including partnerships in insurance agencies and ownership of a merchant services company. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Bryan Faller is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 12 years of industry experience, including roles at The Faller Company and Lincoln Investment Planning. Outside of advisory work, he is involved in the arts as the founder of Faller Arts LLC and serves as editor for an academic art book publisher based in London. He also holds teaching and board roles related to art and nonprofit organizations. Capital Analysts serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and corporations. The firm’s investment approach is supported by an in-house research team utilizing proprietary screening and a range of portfolio management options, with advisors offering customized solutions and access to third-party managers.

William Madara is a CFP® and ChFC® with 32 years of experience in the financial services industry. He has been with Advisory Services Network since 2016. In addition to his advisory role, he is a partner at Apex Tax Advisors, where he is involved in tax preparation, and he also works as an independent insurance agent specializing in life, long-term care, and disability insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a variety of portfolio management and financial planning services, using diverse investment strategies and flexible engagement models.

Anthony Aulffo is a CFP® with 16 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. His prior experience includes roles at Private Advisor Group, LPL Financial, Taylor Capital Management, Retirement Wealth Advisors, Mass Mutual Investors Services, and MSI Financial Services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that combines patented Wealthcare software with behavioral economics, using a mix of quantitative metrics, fundamental and technical analysis, passive and active investments, and dynamic rebalancing.

Andrew Wilt is a financial advisor with Capital Analysts in Marlton, NJ. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Wilt has worked at Lincoln Investment since 2015 and has taught at Villanova University since 2001. He is also engaged in financial planning activities through Heritage Advisory Group. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and employs an in-house investment management and research team that uses proprietary screening tools to guide investment decisions.

Christopher Bryan is a financial advisor with Pine Valley Investments, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Pine Valley Investments since 2018 and has concurrent roles with Union Benefits Group, LLC and National Life Group dating back to 2010. Outside of his advisory work, Bryan is involved in community activities including youth leadership and coaching roles with Ridley Park Presbyterian Church and Ridley United Soccer Club, as well as managing Knockerball Philadelphia, LLC. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm customizes portfolios using fundamental, technical, and quantitative analysis, offering both long-term and short-term strategies, and serves other advisers through tri-party and subadvisory arrangements.

Jeffery Ahrens is a CFP® with 25 years of industry experience, currently serving with Gladstone Wealth Partners. His prior roles include positions at LPL Financial, Exceptional Risk Advisors, and Raymond James Financial Services. Outside of his advisory work, he is involved in a sports data aggregation venture named Metrix Matter. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment advisers. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, and is notable for its integration of retirement-plan service delivery with institutional manager relationships.

Anthony Vasile is a financial advisor at Pine Valley Investments with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Delaware Back Pain and Rehabilitation Associates. 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 uses fundamental, technical, and quantitative analysis to tailor portfolios and also serves other advisers through tri-party agreements and subadvisory arrangements.

Charles Gorenberg is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently affiliated with Belpointe Asset Management LLC and Fortune Financial Services, Inc., and serves as CEO and COO of Davidken Corporation, an insurance sales firm he has led since 1985. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that incorporate passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

David Enos is a financial advisor at Capital Analysts with three years of industry experience. He holds the Series 66 designation and has worked at both Capital Analysts and Lincoln Investment since 2023. Outside of his advisory roles, Enos has experience in the brewing industry, having been involved with Yards Brewing Company since 2017 and previously with Schulson Collective. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs an in-house investment management team that oversees discretionary model portfolios and offers customized advisory solutions through a variety of programs.

James Ward is a financial advisor at BCG Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and LPL Financial LLC. Outside of his advisory role, he works as a delivery driver for Uber and Amazon Flex. BCG Securities 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 focuses on developing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis.

James Conner is a financial advisor at Capital Analysts with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at First Command Advisory Services and First Command Financial Services. Outside of his advisory role, Conner is the founder and president of the Marlton Volleyball Club, where he organizes and coaches youth teams for regional tournaments. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management and employs an in-house investment team that manages proprietary model portfolios and utilizes a mutual fund screening process.

Gerald Nowakowski is a financial advisor at Earned Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Source One Business Services, UBS Financial Services, and Hartford Funds Management Company. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm uses independent investment managers and model portfolios informed by a third-party consultant and an internal committee, emphasizing diversification and a buy-and-hold strategy alongside comprehensive financial planning.

Steven Paolini is an associate at The Ascent Group, LLC with 27 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has previously worked with Osaic Wealth, Inc. and Triad Advisors. Paolini is also a founding board member and current Student Life Chairperson at Holy Cross Preparatory Academy. The Ascent Group is a registered investment adviser managing approximately $4.93 billion and serves over 3,500 clients through a team of four advisors. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and subadvisory services, utilizing a range of investment vehicles and specialized solutions.