Stephen Burley Jr. is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Facet. His previous roles include positions at The Vanguard Group, Inc. and TIAA-CREF. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, covering a wide range of planning areas primarily through phone, video, and a proprietary web platform. The firm uses model-based asset allocations focused on exchange-traded funds and employs technology-driven processes including machine learning for tax optimization and portfolio management.

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.

Enthony Silva is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify what matters most to them and their families to develop tailored strategies aimed at pursuing their financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Enthony earned his High School Diploma from NorthEast High School and completed an Accredited Certificate Program at the College for Financial Planning.

Dara Federici is a financial advisor with Capital Analysts, holding a Series 66 designation and two years of industry experience. Prior to her advisory role, she has worked in various customer service positions, including as a food server at Filomena's Cucina Rustica. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a combination of in-house discretionary teams and independent advisors, supported by proprietary mutual fund screening and institutional partnerships.

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® designated financial advisor with eight years of industry experience, currently at Pine Valley Investments. He previously worked at Avantax Insurance Agency and Avantax Advisory Services and owns Koleda Tax LLC d/b/a Fanty, Koleda & Associates, a tax and financial firm occupying approximately 75% of his time. He is also a licensed insurance agent. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual, high-net-worth, and institutional clients. The firm employs a range of analytical strategies and manages both directly held accounts and affiliated private funds, offering services under discretionary authority and through sub-advisory and referral arrangements.

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.

Anthony Panto is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes positions at Raymond James Financial Services, SagePoint Financial, and Equitable Advisors. He serves on the board of Junior Achievement of New Jersey, where he organizes financial literacy events. Capital Analysts serves retail and institutional clients such as individuals, high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and in-house investment management using a proprietary mutual-fund screening process.

Michael Mall is a CFP® with 16 years of industry experience, currently affiliated with Coppell Advisory Solutions LLC. He has held roles at Nexus Medicare Solutions, Fusion Capital Management, and Virtue Capital Management, and he is the owner of Mall Retirement Group, LLC. He also serves as founder and CFO of Nexus Medicare Solutions, LLC. Coppell Advisory Solutions LLC operates as a multi-team firm offering discretionary portfolio management and financial planning to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes an open-architecture platform with tailored investment strategies and a broad range of investment tools.

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.

Mark Weiner is a financial advisor at BC Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with MAFG RIA Services, Inc. and Tristar Insurance Group. BC Advisors, LLC provides ongoing investment advisory services, portfolio analysis, and consolidated performance reporting to individuals, trusts, pension and profit-sharing plans, corporations, estates, and other entities. The firm employs fundamental analysis supplemented by charting and cyclical analysis and offers a broad range of investment strategies, including equities, options, fixed income, ETFs, private funds, and alternative investments.

Billie Aponte is a financial advisor at Sound Income Strategies, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Sound Income Strategies since 2015, alongside operating Aponte Financial Services LLC, which sells fixed insurance and fixed annuity products. Sound Income Strategies serves a diverse client base including individuals, corporations, pension clients, and registered advisors, offering asset management, financial planning, ERISA plan services, and sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies that combine fundamental and technical analysis, actively managing portfolios to address duration, yield, and credit exposure.

Michael Kulinski is a financial advisor at Quartz Partners Investment Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera and First Protective. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, offering model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis with bottom-up stock selection across distinct model series and manages accounts on a discretionary basis.

Steven Brettler is a financial advisor at Gladstone Wealth Partners with 25 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank before joining Gladstone and LPL Financial in 2020. 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, retirement plan consulting, and access to various investment strategies and third-party solutions.

Thomas Scorcia is a financial advisor at Saxony Capital Management, LLC with seven years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Saxony since 2021, previously gaining experience at Brookstone Capital Management and Florida Financial Advisors. Outside of his advisory role, he is involved in insurance sales, including fixed index annuities and term life products. 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 employs a multi-team model and offers discretionary asset management, financial planning, and consulting, utilizing a range of investment methods and third-party managers.

David Spetgang is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2016. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Stephanie Davidson is a financial advisor with Lincoln Investment, holding a Series 66 designation and three years of industry experience. She has been with Lincoln Investment since 2023 and also serves as a varsity cheerleading coach at Audubon High School. Lincoln Investment Planning, LLC is a large enterprise advisory firm serving a wide range of clients, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, supported by an in-house investment team and third-party managers, with a focus on both advisor-led and model portfolio strategies.

Thomas Schulgen is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 designations and six years of industry experience. He has been associated with United Planners since 2026 and has longstanding ties to Haddon Agency LLC since 2009, where he also serves in an insurance producer capacity. Schulgen is a partner in Haddon Advisory Group, a non-investment-related partnership. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and serves a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm operates through independent Investment Adviser Representatives and employs a range of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Michael O'Kane is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining TD Private Client Wealth LLC and TD Bank N.A. in 2025, he worked at PRUCO Securities, LLC and Prudential Insurance Company of America from 2018 to 2025. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers to construct portfolios and provides financial planning support through a technology platform from Envestnet.

Dean Novin is a financial advisor with Centaurus Financial, Inc. in Marlton, NJ, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His career includes prior roles at Stifel Nicolaus & Co., Janney Montgomery Scott, and multiple firms affiliated with Cetera. He is also the owner of an LLC used solely for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary arrangements and employing various analytical approaches and specialized services.