Drew Paunil is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam since 2014 and was previously with Purshe Kaplan Sterling Investments for a decade. Paunil also owns Paunil Enterprises, through which he manages business operations and compensation. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, independent managers, and specialized strategies such as direct indexing and private investment funds.

Ronald Taraborrelli is a CFP® with 29 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2024. His prior experience includes roles at The Vanguard Group and Fidelity Investments. He is also involved as Director of Finance at Filitalia International, a nonprofit focused on preserving the history and heritage of the Italian-American community. Stratos Wealth Advisors is a multi-team SEC-registered firm with approximately 71 advisors managing about $5.57 billion for individuals, trusts, retirement plans, and institutional accounts. The firm offers a range of services including financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting, leveraging strategic affiliations with SEI entities to provide access to proprietary products and platforms.

Scott Lermack is a financial advisor at Pine Valley Investments with 21 years of industry experience. He holds the Series 66 designation and has worked at Pine Valley Investments since 2020 and at TIAA since 2014. Outside of his advisory role, he is involved with Pine Valley Planning, an insurance-related business. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor portfolios and manages assets through direct management and subadvisory arrangements.

Joseph Caterina Jr. is a CFP®-certified financial advisor with 27 years of industry experience. He is currently affiliated with Capital Analysts and has worked with Lincoln Investment Planning, Inc. since 2007. He also services a book of fixed annuity policies related to 403(b) contributions. Capital Analysts serves both retail and institutional clients, including high-net-worth investors, 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 management utilizing proprietary mutual-fund screening and third-party managers.

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® with 26 years of industry experience, currently serving as a financial advisor at Capital Analysts. His prior experience includes roles at Lincoln Investment, Mariner Wealth Advisors, and Cincinnati Analysts, among others. Outside of his advisory work, he holds roles in nonprofit organizations, including serving as Treasurer for Manasquan Cares, Inc. and participating on the Caddie Scholarship committee at Spring Lake Golf Club. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm combines discretionary investment management through an in-house Investment Management & Research team with non-discretionary services delivered via advisors and third-party managers.

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 has been with Pine Valley Investments since 2015. Outside of his advisory role, he owns Reaction Lacrosse, where he teaches lacrosse basics 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, charities, and corporations. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and serves both directly managed accounts and clients referred through Tri-Party Agreements.

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 at Capital Analysts with 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, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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® credentialed advisor with eight years of industry experience, currently serving at Pine Valley Investments since 2022. He is the owner of Koleda Tax LLC d/b/a Fanty, Koleda & Associates, a tax and financial firm that occupies the majority of his time. Koleda has held positions at prior firms including Avantax Advisory Services and Lane Hipple - Wealth Management Group. 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 variety of analytical approaches and trading strategies, manages pooled investment vehicles and affiliated private funds, and offers sub-advisory and referred client services under discretionary authority.

Gordon Hill is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and three years of industry experience. His background includes roles at Lincoln Investment and Primerica Financial Services. Outside of finance, he has worked as a self-employed photographer. 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, custom and model portfolios, and retirement-plan advice, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

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.

Ho Tae Chang is a CFP® professional with 34 years of experience and has been with BCG Securities, Inc. since 2003. In addition to his advisory role, he teaches martial arts classes and serves as treasurer for Messiah United Methodist Church. He also engages in tax consulting and preparation seasonally. BCG Securities is a team-based firm serving institutional retirement plans and individual clients, focusing on portfolio management, financial planning, and pension consulting. The firm emphasizes tailored recommendations often on a non-discretionary basis and regularly utilizes independent third-party managers in its investment approach.

Anthony Panto is a financial advisor at Capital Analysts with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and SagePoint Financial. Outside of advising, he serves as a board member for Junior Achievement of New Jersey, organizing financial literacy events. Capital Analysts serves retail and institutional clients with portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm delivers investment management through both discretionary and non-discretionary approaches, supported by an in-house Investment Management & Research team and partnerships with third-party managers.

Nancy Nawn is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Facet and has previously worked at firms including CWM, Mitlin Financial, Origin, Watchdog Planning LLC, Mercer Global Advisors, and Merrill. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, using a technology-driven approach that includes model-based asset allocations and proprietary machine-learning algorithms. The firm serves a broad range of households through phone, video, and a web platform, offering comprehensive planning and investment services without percentage-of-assets fees.

Michael Mall is a CFP® professional with 15 years of industry experience, currently affiliated with Coppell Advisory Solutions LLC. He has held roles at Nexus Medicare Solutions, Fusion Capital Management, Virtue Capital Management, and Mall Retirement Group, which he owns. Mall serves as founder and CFO of Nexus Medicare Solutions, a Medicare-focused business. Coppell Advisory Solutions LLC serves individuals, pension plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning, employing an open-architecture investment platform and combining internally developed and independent asset allocation models.