Joseph Caterina Jr. is a CFP®-certified financial advisor with 27 years of industry experience. He is affiliated with Capital Analysts and has been associated with Lincoln Investment Planning, Inc. since 2007. Caterina also services a book of fixed annuity policies originally held by a retiring Lincoln Investment representative. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, 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 in-house investment management using a proprietary mutual fund screening process.

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® professional with 27 years of experience in financial advising. He is currently with Capital Analysts and holds Series 65 and Series 63 registrations. His prior experience includes roles at Lincoln Investment, Mariner Wealth Advisors, and Cincinnati Analysts, Inc. Lukas serves on the Caddie Scholarship committee at Spring Lake Golf Club and is Treasurer of the nonprofit organization Manasquan Cares, Inc. Capital Analysts provides investment management and advisory services to a diverse client base, including individual investors, trusts, foundations, businesses, and charitable organizations. The firm combines discretionary portfolio management by its internal Investment Management & Research team with non-discretionary advisor-led services and emphasizes institutional relationships through its integration with Lincoln Investment.

Paul Pakstis is a financial advisor with Belpointe Asset Management LLC in Haddon Heights, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Pruco Securities, Thrivent Financial, and BCG Securities. Pakstis is also involved with Chaslyn Financial Group, Inc. and Fortune Financial Services, both investment-related businesses. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

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 worked previously at Merrill from 2006 to 2009. Outside of his advisory role, he owns Reaction Lacrosse, where he teaches lacrosse fundamentals 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, charitable organizations, and corporations. The firm employs a range of strategies using fundamental, technical, and quantitative analysis and manages both directly held accounts and pooled investment vehicles.

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.

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.

Nancy Nawn is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Facet. Her prior experience includes roles at Mitlin Financial, CWM, Origin, Watchdog Planning LLC, Mercer Global Advisors, and Merrill. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients, utilizing a model-based approach with ETFs and technology-driven processes to offer services across a broad array of planning areas.

Andrew Huppman is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Michael Page and The Vanguard Group. Outside of finance, he works as a dog walker in Prospect Park, PA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning through a managed-account platform, with a notable affiliation to Santander Bank and access to securities-based lending options.

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.

Jawan Mc Allister is a financial advisor at McAdam LLC with seven years of industry experience and holds a Series 65 designation. He has worked at McAdam LLC since 2019 and is involved in coaching as an assistant baseball coach at Anderson Monarchs and St. Joseph's Preparatory School. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis, utilizing a range of investment strategies including mutual funds, ETFs, direct indexing, and private investment funds, and offers distinctive products such as a tiered subscription planning service and AI-monitored advisory 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.

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.

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.