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.

Shawn Seilback is a financial advisor with Csenge Advisory Group, LLC and holds a Series 63 designation. He has 42 years of industry experience and has worked at firms including FSC Securities Corporation and Travelers. Outside of his advisory role, he serves as Treasurer for the Longport Citizens Alliance, a volunteer board focused on community improvement. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, asset-allocation advice, financial planning, and corporate retirement plan consulting through a network of independent advisors, using a top-down investment approach that combines fundamental, technical, and relative-strength analysis.

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.

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.

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.

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.

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.

Steven Tumminello is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding Series 65 and Series 63 licenses with eight years of industry experience. His career includes roles at BCG Securities since 2019 and Horace Mann Companies since 2019, along with prior experience at McMahon Financial Advisors and Legend Financial Advisors. 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 emphasizes tailored recommendations based on written investment policy statements and regularly uses independent third-party managers to support both long- and short-term strategies.

Kathleen Fay is a CFP®-credentialed financial advisor with 24 years of industry experience. She has worked at Pine Valley Investments since 2020 and was previously with Girard Partners Ltd for 16 years. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor client portfolios and also serves other advisers and their clients through subadvisory arrangements.

Jamie Baraldi is a financial advisor with Gladstone Wealth Partners in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining Gladstone in 2019, he spent ten years at UBS. Baraldi also provides investment advisory services through Gladstone Institutional Advisory, an independent registered investment advisor. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes a network of independent advisers who tailor strategies and resources to clients, employing discretionary portfolio management and access to third-party managers and model portfolios.

Amy Leis is a CFP® with 18 years of industry experience, currently serving as an advisor at Main Street Financial Solutions, LLC. She has worked at Main Street Financial Solutions since 2019 and previously spent 11 years at Janney Montgomery Scott LLC. Outside of her advisory role, she assists with social media consulting for a family-owned furniture design business. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, actively managed funds, and alternative investments, while also providing ERISA fiduciary consulting and managing both discretionary and non-discretionary portfolios.

Robert Ebling is a CFP® professional with 16 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2022. He previously worked at Merrill from 2014 to 2022. Ebling is a committee member of The ESOP Association, a nonprofit organization focused on the promotion of employee stock ownership plans. Main Street Financial Solutions serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, active funds, individual securities, and alternative platforms while providing financial planning, wealth management, and fiduciary consulting services.

Farrukh Kazmi is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with his current firms since 2010 and 2022, respectively. His other business activities include serving as a financial advisor at A&S Asset Management and managing various real estate office buildings. 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 through a network of independent adviser representatives who tailor portfolios using multiple investment structures and strategies.

Ismail Baram is a financial advisor at Saxony Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Saxony Securities, Inc and Workplace Financial Advisors. Outside of his advisory roles, he was employed by Amazon Flex for three years. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and employs various investment methods, including fundamental and technical analysis, while offering discretionary asset management and fee-based financial planning.

Stephen Schmitt Jr. is a financial advisor at Saxony Capital Management, LLC with 14 years of industry experience. He has held positions at several firms including Saxony Securities, Florida Financial Advisors, and Trinity Wealth Securities. Schmitt holds Series 63 and Series 65 designations. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers discretionary asset management alongside hourly or flat-fee planning and consulting.

Michael Applebaum is a Series 63 licensed advisor with 39 years of industry experience. He currently works at Vanderbilt Advisory Services and has prior experience at Janney Montgomery Scott. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and it offers a range of portfolio management and financial planning services alongside a unique integration with retirement-plan and benefits firms.