James Silvagni is a financial advisor at Advisor Share Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at GWN Securities, Inc., Equity Services Inc, and National Life Group. Outside of his primary role, he is involved with several ventures including an informational website on retirement topics and a federal retirement education initiative. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and institutional plans. The firm employs third-party sub-advisers and model portfolios, provides alternative and private investment options, and supports clients on both discretionary and non-discretionary bases.

Matteo Petrillo is a financial advisor at Regal Investment Advisors LLC with 20 years of industry experience. He has worked at Regal since 2018 and previously spent 10 years at Boenning & Scattergood. His credentials include the Series 66 designation. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a network of unaffiliated advisers, serving individual, high-net-worth, and corporate clients with a range of proprietary and third-party investment strategies.

Mark Dougherty is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC and has prior experience at Mutual of Omaha and LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework and offers access to alternative investments and proprietary planning tools.

Carl Price is a financial advisor with Integrity Advisory Solutions, holding a Series 65 credential and two years of industry experience. He is also the owner of Price & Price, LLC, a law practice specializing in estate planning and elder law, which he has managed since 2000. Prior to joining Integrity Advisory Solutions, he operated Price Wealth Coaching LLC for two years. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a range of investment strategies and third-party platforms to tailor client portfolios.

Francis Frederico is a financial advisor at Pine Valley Investments with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Shingle Oak Advisors, LLC and MML Investors Services, LLC. 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 tailors portfolios using fundamental, technical, and quantitative analysis and serves other advisers through tri-party agreements and subadvisory arrangements.

Candida Weinrick is a financial advisor at Choreo, LLC with 20 years of industry experience and holds a Series 66 designation. Her career includes roles at Morgan Stanley Smith Barney, UBS Financial Services, Hightower Advisors, and Merrill. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Robert Moore Jr. is a Series 66-licensed advisor with 25 years of industry experience. He has worked at Pine Valley Investments since 2016 and previously held positions at Purshe Kaplan Sterling Investments and J Alden Associates. In addition to his advisory role, he offers fixed insurance solutions to clients. 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. The firm uses a combination of fundamental, technical, and quantitative analysis across various strategies and serves both directly managed accounts and referred clients under Tri-Party Agreements.

John Mac Aulay is a CFP® professional with 10 years of industry experience, currently serving as an independent contractor at McAdam LLC. He previously worked at Purshe Kaplan Sterling Investments for eight years. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a fundamental analysis approach to portfolio management, offering a range of investment strategies including mutual funds, ETFs, independent managers, and specialized alternatives tailored to client risk tolerance and objectives.

Linda Pyles is a CFP® with 18 years of industry experience and has been with Main Street Financial Solutions, LLC since 2012. She holds a Series 66 license and is based in Medford, NJ. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses an academic-based, multi-asset class investment approach with a focus on low-cost passive ETFs alongside active funds and individual securities, providing tailored portfolios and ERISA fiduciary consulting.

Corey Fisher is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill Lynch, and Dunn Corporate Resources. 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. The firm uses fundamental, technical, and quantitative analysis in constructing client programs and manages both directly held accounts and pooled investment vehicles, including affiliated private funds.

Thomas Crossett is a financial advisor at Pine Valley Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Univest Bank and Trust Co. for 21 years. Outside of his advisory role, he coaches soccer at Council Rock High School North. 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. The firm uses fundamental, technical, and quantitative analysis to construct client portfolios and manages both directly held accounts and pooled investment vehicles, including affiliated private funds.

William St.Clair is a financial advisor at Prosperity - An EisnerAmper Company with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network and CPA Financial Group, LLC. Outside of advising, he serves as chairman of the board for Friends of Father Judge High School, a nonprofit organization. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets across a team of 63 advisors, emphasizing asset allocation and diversification through both discretionary and non-discretionary strategies.

Lawrence Hubert Jr. is a financial advisor at Trustmont Advisory Group, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, Hubert serves as president of a swimming pool service company and holds leadership positions in local nonprofit and fraternal organizations. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Christopher Baumann is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Royal Alliance, Horace Mann Companies, Tesla, and SolarCity. Outside of advisory activities, he works as a property and casualty insurance agent. BCG Securities serves institutional retirement plans and individual clients, typically those with accounts over $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements and tailors recommendations to client goals, often implementing advice on a non-discretionary basis while using independent third-party managers and applied analysis across various strategies.

Frank Galzarano is a CFP® and ChFC® with 24 years of experience in the financial industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial and Good Life Advisors, LLC. Outside of his advisory work, Galzarano is also a musician. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based financial planning supported by patented software with an evidence-based investment approach that integrates behavioral economics and proprietary quantitative measures.

James Lombardo Jr. is a financial advisor at Belpointe Asset Management LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, BCG Securities, and Chaslyn Financial Group. Outside of advising, he is involved in insurance sales and manages multiple employer 401(k) plans. Belpointe serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses a variety of investment strategies tailored to client objectives and supports affiliated businesses such as proprietary funds and back-office services for other advisers.

Delaney George is a financial advisor at BC Advisors, LLC with two years of industry experience. Prior to his current role, he worked at MAFG RIA Services, Inc. and spent nine years in education from middle school through college levels. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and institutional clients. The firm focuses on non-discretionary investment recommendations based on fundamental analysis supplemented by technical review, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Anthony Poblador is a ChFC® credentialed financial advisor with 27 years of industry experience, currently with Sequent Planning, LLC. His prior experience includes roles at Securities America Inc., AXA Advisors LLC, and Mutual of Omaha. In addition to his advisory work, he serves as a public adjuster, assisting homeowners with property damage claims, and is active as an insurance agent with Futurity First Insurance Group. Sequent Planning, LLC provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement plan services through a network of independent advisers. The firm employs a structured risk framework with diversified manager exposures and provides ongoing investment communications to clients.

Ronald Sala is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Meeder Investment Management. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning process with an evidence-based investment approach, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct long-term portfolios.

Michael Wojcik is a financial advisor at Pine Valley Investments with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. for six years before joining Pine Valley Investments in 2020. 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. The firm employs a range of strategies based on fundamental, technical, and quantitative analysis and serves both directly managed accounts and clients referred through Tri-Party Agreements.