Nicholas Ferguson is a financial advisor at Gladstone Wealth Partners with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. 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, with investment approaches tailored at the representative level and supported by platform-level due diligence from its Investment Committee.

Joseph Myers is a financial advisor with Calton & Associates, Inc. in Mount Laurel, NJ, holding a Series 63 registration and 44 years of industry experience. He has worked at Calton & Associates since 2016 and owns Myers & Company, a financial advisory business. Myers serves as a board member of Exit Planning Exchange Philadelphia and is a committee member of the Union League of Philadelphia. He is also on the advisory council of the Mount America Foundation, which supports veterans and military families. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both commissionable brokerage and insurance products alongside advisory services, with investment recommendations tailored to client goals, risk tolerance, and liquidity needs.

Sherif Shaban is a Series 66-licensed financial advisor with 14 years of industry experience. He is affiliated with Mutual of Omaha Investor Services, Inc. and has worked with Guardian Solutions and Mutual of Omaha since 2013. Outside of his advisory role, he operates Shaban Solutions LLC, providing insurance services, and works with various companies offering Medicare plans and life insurance products. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans with financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Ronald Taraborrelli is a CFP® professional with 29 years of experience in the financial services industry. He joined Stratos Wealth Advisors LLC in 2024, following roles at The Vanguard Group and Fidelity Investments. Beyond his advisory work, he serves as Director of Finance for Filitalia International, an organization dedicated to preserving the history and heritage of the Italian-American community. Stratos Wealth Advisors provides financial planning and portfolio management services to individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients through customized and model portfolios. The firm is affiliated with SEI and offers integrated investment solutions utilizing third-party managers and a variety of platforms.

Scott Lermack is a financial advisor at Pine Valley Investments with 21 years of industry experience. He holds the Series 66 designation and has worked at Pine Valley Investments since 2020 and at TIAA since 2014. Outside of his advisory role, he is involved with Pine Valley Planning, an insurance-related 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 uses a combination of fundamental, technical, and quantitative analysis to tailor portfolios and manages assets through direct management and subadvisory arrangements.

Joseph Caterina Jr. is a CFP® with 27 years of industry experience, currently affiliated with Capital Analysts. He has worked with Lincoln Investment Planning, Inc. since 2007. In addition to his advisory role, he services a book of fixed annuity policies from Voya Reliastar. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs supported by an in-house Investment Management & Research team and offers a range of advisor-managed and third-party investment options.

Isaac Jones is a financial advisor with Pine Valley Investments in Marlton, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Odyssey Capital Advisors and Merrill. Outside of finance, he is involved in athletic training through Jones Sports Training LLC and serves on the board of Impact Services Corporation as well as on the facilities committee at Cardinal O'Hara High School. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and offers access to private funds and third-party managers, serving a diverse client base including other advisers.

Christopher Lukas is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Capital Analysts since 2022. He has previously worked at Lincoln Investment, Mariner Wealth Advisors, and Msec, LLC. Outside of finance, he is active in community organizations, including serving on the Caddie Scholarship committee at Spring Lake Golf Club and as Treasurer of the charity Manasquan Cares, Inc. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management using in-house model portfolios and proprietary screening tools, and operates with a fiduciary approach that includes options for automated rebalancing and tax-aware strategies.

Joseph Duncan is a financial advisor at Pine Valley Investments with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Pine Valley Investments since 2015. Outside of his advisory role, he owns Reaction Lacrosse, where he teaches lacrosse basics and runs camps and clinics for local youth teams. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charities, and corporations. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and serves both directly managed accounts and clients referred through Tri-Party Agreements.

William Walker is a financial advisor with United Capital Financial Advisors in Langhorne, PA. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 15 years of industry experience. His prior work includes positions at Mass Mutual Investors Services and METLIFE SECURITIES Inc. He is also involved in selling fixed insurance products including life, health, disability, annuities, and long-term care. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and research.

David Swiderski is a CFP® professional with 25 years of industry experience, currently serving at Sequent Planning, LLC. He has previously worked at Securities America Advisors, Equitable Advisors, and MSI Financial Services, among others. In addition to his advisory role, he acts as an insurance agent through Futurity First Insurance Group. Sequent Planning, LLC operates as Futurity First Wealth Management and provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers asset management, financial planning, and retirement plan services, supported by a network of independent investment adviser representatives.

Dara Federici is a Series 66 licensed financial advisor with Capital Analysts, based in Marlton, NJ, and has two years of industry experience. Prior to her advisory role, she has worked in various service positions including as a food server at Filomena's Cucina Rustica in Berlin. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment management and research team.

Jonathan Markoe is a financial advisor at Pine Valley Investments with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J Alden Associates, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. 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 combination of fundamental, technical, and quantitative analysis to tailor portfolios and offers services such as model portfolios, performance reporting, and third-party manager allocation.

Darek Koleda is a ChFC® credentialed advisor with eight years of industry experience, currently serving at Pine Valley Investments since 2022. He is the owner of Koleda Tax LLC d/b/a Fanty, Koleda & Associates, a tax and financial firm that occupies the majority of his time. Koleda has held positions at prior firms including Avantax Advisory Services and Lane Hipple - Wealth Management Group. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a variety of analytical approaches and trading strategies, manages pooled investment vehicles and affiliated private funds, and offers sub-advisory and referred client services under discretionary authority.

Gordon Hill is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and three years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment and Primerica Advisors. Outside of finance, he has experience running a photography business. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm employs an in-house investment management team that oversees discretionary model portfolios and offers custom portfolio solutions, with a range of services including advisor-managed models, access to third-party managers, and ERISA retirement plan advisory services.

Michael Modica is a financial advisor at Pine Valley Investments with 12 years of industry experience. He holds the Series 66 designation and has been with Pine Valley since 2015. Outside of his advisory work, he is a co-founder and part owner of a software development company and serves as a referral affiliate for DRB Bank, specializing in student loan refinancing. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities, employing a range of analytical strategies and serving both clients and other advisers through subadvisory arrangements.

John Lowry is a financial advisor at Advisor Share Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Redhawk Wealth Advisors, Inc. since 2011. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, a web-based asset management platform for independent advisers, and access to alternative and private investment options.

Anthony Panto is a financial advisor at Capital Analysts with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services, SagePoint Financial, and Lincoln Investment. Panto serves as a board member for Junior Achievement of New Jersey, where he helps organize financial literacy events. Capital Analysts provides portfolio management and advisory services to individual, high-net-worth, and institutional clients. The firm uses an in-house investment management team and proprietary screening tools, offering both discretionary and non-discretionary solutions across various client types.

Michael Mall is a CFP® professional with 15 years of industry experience, currently affiliated with Coppell Advisory Solutions LLC. He has held roles at Nexus Medicare Solutions, Fusion Capital Management, Virtue Capital Management, and Mall Retirement Group, which he owns. Mall serves as founder and CFO of Nexus Medicare Solutions, a Medicare-focused business. Coppell Advisory Solutions LLC serves individuals, pension plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning, employing an open-architecture investment platform and combining internally developed and independent asset allocation models.

Joshua Feldschneider is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds the Series 66 designation and has worked at Pine Valley since 2018. Prior to that, he was employed at Merrill Lynch from 2016 to 2018 and has also been associated with Bank of America since 2016. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of analytical approaches and trading strategies under discretionary authority and serves both directly managed accounts and referred clients through Tri-Party Agreements.