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.

Marc Rosenblum is a financial advisor with Silver Oak Securities, Incorporated, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including ten years at Lincoln Financial Securities Corp before joining Silver Oak Securities in 2018. Outside of his advisory role, he serves as president of American Cornerstone Group and works as an insurance agent selling life, health, and long-term care insurance. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management, financial planning, and solutions for held-away retirement plan assets through a network of more than 100 financial professionals.

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., holding a Series 66 credential and six years of industry experience. He previously worked at Royal Alliance and has experience in property and casualty insurance sales. Baumann is also an insurance agent outside of his advisory role. 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 emphasizes customized investment policy statements and often implements advice on a non-discretionary basis while utilizing third-party managers and a range of investment analyses.

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 financial advisor with Sequent Planning, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has worked at multiple firms including Securities America Inc., AXA Advisors LLC, and Mutual of Omaha. Outside of advisory roles, he serves as a public adjuster assisting homeowners with property damage claims. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 advisers who implement a mix of firm-developed models, third-party managers, and customized allocations within a structured risk framework.

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.

Kerri Radimer is a financial advisor at Advisory Services Network with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Advisory Services Network since 2018. She also operates APEX Tax Advisors, a tax preparation business, where she works both during and outside of tax season. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisors. The firm employs a diversified investment approach that includes asset allocation and periodic rebalancing, serving clients through various flexible engagement options.

Kathryn Meidt is a financial advisor at BCG Securities, Inc. with three years of industry experience. She holds the Series 66 designation and has worked at BCG Securities and Horace Mann Companies since 2022. Prior to her financial career, she had roles at Tortilla Press Cantina and Double Nickel. BCG Securities serves institutional retirement plans and individual clients, generally those with accounts above $25,000, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy development and non-discretionary advice while utilizing independent third-party managers and a range of analytical approaches.

Jeffrey Heppard is a financial advisor at Belpointe Asset Management LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney and Citigroup Global Markets. Heppard is also involved with Chaslyn Financial Group, providing investment advisory and insurance solutions. Belpointe serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a range of investment strategies tailored to client objectives, supported by affiliated businesses and product sponsorships.

Matthew Little is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His previous roles include positions at Merrill and Bank of America, N.A. He serves as an advisory board member for the Lakeside Home Owners Association, a nonprofit cooperative in New Jersey. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and business entities. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside actively managed funds and individual securities, tailoring portfolios to client objectives and risk profiles.

Philip Comer is a CFP® with six years of industry experience currently serving at Encompass More Asset Management LLC. His prior roles include positions at Global View Capital Management, Lincoln Investment Planning, and Merrill Lynch. In addition to his advisory work, he is a full-time employee at Insurance Technologies dba Hexure, where he manages insurance application software for several carriers. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers across a range of investment options including equities, fixed income, mutual funds, ETFs, and digital asset exposures.

Nicholas Ferguson is a financial advisor at Gladstone Wealth Partners with eight years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Ferguson is also involved with Everest Wealth Partners in an investment-related role. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, corporations, pension plans, and charitable organizations. The firm operates through a network of independent adviser representatives and offers discretionary portfolio management, access to third-party managers, and ongoing financial planning and consulting services.

Juliet Mcglaughlin is a financial advisor at McAdam LLC with Series 63 and Series 65 licenses. She has been with McAdam since 2019 and also serves as an assistant swim coach at Saint Joseph's Preparatory School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and offering a range of investment strategies tailored to client objectives.

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 financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 license and 14 years of industry experience. He has worked with Guardian Solutions and Mutual of Omaha since 2013. Outside of his advisory role, Shaban operates Shaban Solutions LLC, focusing on insurance services and works with various companies selling Medicare and life insurance products. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using a range of approved models and platforms.