Stephen Schmitt Jr. is a financial advisor at Saxony Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Florida Financial Advisors, Inc., Trinity Wealth Securities L.L.C., and Mutual of Omaha. Outside of his advisory role, he controls Workplace Financial Advisors, LLC, a pass-through entity for business revenue and expenses. 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 uses a multi-team model and employs a variety of investment approaches including discretionary asset management and third-party manager due diligence.

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.

Susan Marino is a financial advisor at Capital Analysts with 26 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Van Eck Associates Corporation and Lincoln Investment. Capital Analysts serves retail and institutional clients, providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its own programs.

Scott Tanker is a financial advisor with Blackridge Asset Management, LLC, holding the ChFC® designation and Series 63 license. He has 33 years of experience in the industry, including roles at Next Financial Group Inc and Walnut Street Securities, Inc. Outside of advising, he owns Tanker Consulting Services, where he consults on merchant services, and he is involved in insurance sales and pension plan consulting with a focus on 401(k) plans. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a multi-advisor network and utilizes an affiliated asset management platform alongside third-party providers.

Stephen Mc Entee is a financial advisor with Capital Analysts, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Lincoln Investment, Milestone Wealth Management, QPSI, and Immaculata University. Capital Analysts serves a mix of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm offers investment management both on a discretionary basis via an in-house team and non-discretionary basis through advisors and third-party managers.

Gregory Mikolajczak is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1999 and is also involved with Flyer's Skate Zone and Camden County College. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and offers both discretionary and non-discretionary investment options using proprietary screening tools and third-party managers.

Scott Walden is a financial advisor at Pine Valley Investments with 12 years of industry experience. He holds the Series 66 and Series 63 designations. Walden previously worked at Merrill from 2014 to 2023 before joining Pine Valley Investments in 2023. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients, pension plans, charitable organizations, and corporations. The firm uses a variety of analytical approaches and trading strategies under discretionary authority and also manages pooled investment vehicles and affiliated private funds.

Joseph Fishman Jr. is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently associated with Creativeone Wealth, LLC and has previously worked at firms including Changepath, LLC, Benefit Wealth Partners, and Retirement Wealth Advisors. Outside of his advisory roles, he is the owner and agent of Freedom Financial Associates, where he is involved in insurance sales. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a range of investment strategies, including proprietary ETF-based core models and boutique equity managers, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Matthew Dansker is a financial advisor at Capital Analysts with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Investment, Merrill, and A. G. Edwards & Sons, Inc. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs. The firm’s investment management combines discretionary oversight from an in-house team with non-discretionary services via advisors and third-party managers, supported by proprietary fund screening and tax-aware options.

Jerry Braatz is a financial advisor at Pine Valley Investments with two years of industry experience. Prior to joining Pine Valley, he worked for eight years at Holman Automotive Group. He holds Series 63 and Series 65 designations. 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 uses fundamental, technical, and quantitative analysis to tailor portfolios and also manages private funds and allocates assets to pooled and private equity vehicles.

Frances Nicoletti is a financial advisor at McAdam LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014, previously employed at Purshe Kaplan Sterling Investments from 2014 to 2020. Outside of her advisory role, she coaches soccer at Rutgers-Camden. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Thomas Monahan is a financial advisor at BCG Securities, Inc. with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with BCG Securities since 2007. Outside of finance, he owns and manages Max's Cafe in Gloucester City, New Jersey, and serves as president of the Hearth Community Fund, a nonprofit supporting low-income communities, as well as president of the Gloucester City Business Association. BCG Securities serves institutional retirement plans and individual clients with portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and uses a range of third-party managers and analyses to support non-discretionary advisory strategies.

Michael Carberry is a financial advisor at Integrity Advisory Solutions with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial, Gladstone Wealth Partners, Oppenheimer, Morgan Stanley, and Wells Fargo Clearing. Carberry has also provided investment advisory services through independent advisory firms associated with Gladstone Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing fundamental and technical analysis alongside various asset-allocation strategies.

Theodore Beringer is a financial advisor at BC Advisors, LLC with 52 years of industry experience. He has been associated with MAFG RIA Services, Inc. since 1992 and The Mid-Atlantic Companies, Ltd. since 1980. In addition to his advisory role, he is a partner in Strategic Business Advisors, focusing on investment banking and mergers and acquisitions, and serves on the board of directors for Sloan Valve Company. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to a diverse client base including individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a fundamental analysis approach complemented by charting and cyclical analysis, offering a broad range of investment strategies and conducting ongoing due diligence and quarterly reviews.

Lori Campbell is a financial advisor at Capital Analysts with 40 years of industry experience. She holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 2008 and at Thomas Seely Agency since 1983. Outside of her advisory role, she is the owner of TSA-TPA, LLC, a tax and accounting-related business that no longer generates income. Capital Analysts serves a diverse range of clients including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Diane Hartz is a financial advisor with Capital Analysts in Marlton, NJ, holding a Series 63 designation and bringing 36 years of industry experience. She previously worked at Lincoln Investment for nine years and at Legend Equities Corporation for 14 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm delivers investment management through an in-house team and independent advisors, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships that support its services nationwide.

James O'Donoghue is a financial advisor with BCG Securities, Inc. He holds the Series 66 designation and has 16 years of industry experience. He has worked at BCG Securities since 2015 and also with Horace Mann Companies since 2019. Outside of his advisory work, he occasionally drives for Lyft, providing rides to friends and commuters. 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 developing written investment policy statements and tailoring advice to client goals, often through non-discretionary management.

Brian Biehl is a CFP® with 34 years of experience in the financial services industry. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Questar Asset Management, Meeder Advisory Services, Merrill, Wells Fargo Clearing, and Icon Advisers. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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.

Connor Womack is a financial advisor at Capital Analysts with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Lincoln Investment since 2017. Womack is also the sole owner of NEXTGEN WEALTH PLANNING LLC, which provides administrative and operational support for his advisory business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary approaches, utilizing an in-house Investment Management & Research team and third-party managers.