James Mc Monigle Jr. is a financial advisor with Wealth Management Associates, Inc., holding a Series 63 designation and over 45 years of industry experience. His prior roles include long tenures at Securities America, inc. and Securities America Advisors, Inc. He has also serviced variable annuity contracts written in previous years. Wealth Management Associates, Inc. serves individuals, pension plans, charities, and small businesses, managing approximately $646.8 million in assets across four offices. The firm offers portfolio management, financial planning, and pension consulting, with a multidisciplinary approach that includes accounting affiliations alongside investment advisory services.

Michael Collins is a CFP® professional with 28 years of industry experience. He has been with Comprehensive Investment Management, LLC since 2005 and is also co-owner of Collins CPAs, an accounting firm providing tax preparation and accounting services to individuals and businesses. His work with Comprehensive Investment Management primarily involves tax preparation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base including high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified, long-term investment strategies combined with integrated tax planning.

Garret Desjardins is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience. He has worked at RTD Financial Advisors, Inc. since 2019 and previously spent five years at Compass Financial Solutions. RTD Financial Advisors serves individuals, families, and institutional clients, offering life-centered financial planning, personalized investment management, and fiduciary consulting for retirement plans and trusts. The firm employs an asset-allocation driven approach with ongoing monitoring, tax-aware management, and provides both discretionary and non-discretionary services.

Timothy Feeney is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Lane and Associates, LLC. Feeney is also a licensed insurance agent and may recommend insurance or annuity products to clients. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities through a network of independent advisors. The firm offers customized investment strategies and employs a range of analytical methods and investment approaches, including allocations to third-party managers.

Isaac Martin is a financial advisor at Members Wealth LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Rockefeller Capital Management and Wilmington Trust. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm focuses on fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, and individual securities, regularly monitoring and rebalancing portfolios to align with client goals.

Erin Mcclain is a Certified Financial Planner (CFP®) with 13 years of industry experience. She currently works at Clark Asset Management, LLC, joining the firm in 2026. Her prior experience includes roles at The Vanguard Group, Inc., MyCIO Wealth Partners, LLC, and several other firms. Outside of financial advising, she works as a regional sales manager and independent contractor assisting local businesses with payment processing solutions. Clark Asset Management provides wealth management and financial planning services to individual and high-net-worth clients, focusing on retirement income, tax planning, risk management, and estate and college savings. The firm primarily uses a passive investment approach with index funds and ETFs and employs a fixed flat-fee compensation model not tied to assets under management.

Caroline Burke is a financial advisor at Laurel Oak Wealth Management, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 11 years. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm employs a combination of active and passive investment strategies with tactical asset allocation and ongoing portfolio monitoring.

Jacky Petit Homme is a CFP® professional with 13 years of experience in the financial industry. He is currently with Liberty One Wealth Advisors, where he has worked since 2021, and previously held roles at Bank of America and Merrill. Petit Homme serves on the advisory board of Big Brothers Big Sisters, contributing to volunteer recruitment and resource facilitation. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individual, high-net-worth, retirement, charitable, and institutional clients. The firm’s approach emphasizes goals-based asset allocation mainly using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.

Dane Czaplicki is a CFA® charterholder with 19 years of industry experience. He is currently with Members Wealth LLC and has held positions at firms including West Capital Management and Long Short Advisors. Outside of his advisory role, he manages a real estate rental business. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting, employing a fundamental, long-term investment approach with diversified portfolios tailored to client objectives and risk tolerance.

Thomas Greco is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Concentus Wealth Advisors since 2014. He holds Series 63 and Series 66 licenses and is based in Newtown Square, PA. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified investment approach with multiple analysis methods and offers customized planning modules across various financial areas.

Howard Verfaillie Jr. is a financial advisor at Victory Wealth Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2023, alongside his long-term role at Victory Asset Management Co. Inc. since 1995. Outside of his advisory work, he is involved in non-investment business activities including co-ownership in a separate business entity. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach integrates momentum and fundamental analysis with quantitative screening and fiduciary scoring, offering discretionary and non-discretionary management across mutual funds, ETFs, and model allocations.

Justin Hewins is a CFP® with 20 years of industry experience, currently serving as an advisor at Cora Capital Advisors. He previously worked at American Portfolios Financial Services Inc. and American Portfolios Advisors, Inc. Hewins is involved in the sale of fixed insurance products and group benefits through affiliated entities. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party managers, as well as financial planning and retirement plan advisory services.

Andrew Johnston is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth CMT and Hightower Advisors. Johnston is currently affiliated with Victory Wealth Partners, a DBA for LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Reagan Goolcharan is an investment advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Wealth Management Associates, Inc. since 2014 and previously with Securities America, Inc. from 2014 to 2024. Wealth Management Associates, Inc. serves a diverse client base including individuals, pension plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary model that integrates investment management, brokerage, insurance, and accounting services.

Julie Lesicki is a financial advisor at LUMINIST Capital, LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Horter Investment Management, LLC for 10 years. In addition to her advisory role, she is involved in business development and marketing initiatives through Safe Harbor Financial. LUMINIST Capital provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm offers model-driven, ETF-focused portfolios and tailored planning, serving both high-net-worth and non-HNW clients.

Salvatore Marcello Jr. is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His career includes roles at Charglotz USA and the New Jersey Department of Law & Public Safety, where he currently works as an Administration Analyst. Outside of advising, he is a partner in a tax preparation and bookkeeping business, 3MP Group LLC. PTS Brokerage, LLC provides investment supervisory services, money management, and financial planning to individuals, estates, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm uses an active, tactical investment approach that incorporates fundamental and technical analysis, with account reviews conducted at least monthly.

Joshua Woodford is a CFP® with 14 years of industry experience, currently serving as an advisor at Cora Capital Advisors. His prior roles include positions at OSAIC, American Portfolios Financial Services Inc., Purshe Kaplan Sterling Investments, and Bridgers Wealth Management. Outside of his advisory work, he is involved with Cora Capital Assurance as an insurance broker. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management and discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party independent managers, alongside financial planning and retirement plan advisory services tailored to clients’ goals and risk tolerance.

Kyle Pettigrove is a financial advisor at Tanager Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at Tanager since 2016, following two years at Wiley Group. Outside of finance, Pettigrove is a partner at Crowded Castle Brewing Company, where he assists with marketing and distribution. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, offering portfolio management, independent manager recommendations, and comprehensive financial planning. The firm’s investment approach is based on asset-allocation models and fundamental analysis, with portfolios tailored to clients’ objectives and reviewed regularly.

Jesse Kovacs is a financial advisor at PTS Brokerage, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, he is involved with Hoosier Daddy LLC, a business focused on the sale of race car tires. PTS Brokerage, LLC provides investment supervisory and financial planning services to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach using both fundamental and technical analysis, managing discretionary and non-discretionary portfolios with a focus on detailed client suitability and regular account reviews.

Richard Hamilton Jr. is a financial advisor at Hamilton-Bates Investment Research, Inc. with 25 years of industry experience. He has been with Hamilton-Bates since 1998 and has maintained a long-term involvement with Rolling Green Golf Club since 1978. Hamilton-Bates Investment Research, Inc. advises individuals, pension and profit-sharing plans, charitable organizations, and businesses through individualized portfolio management and model portfolio programs. The firm uses a combination of fundamental, technical, quantitative, and asset-allocation techniques, offering both long-term and shorter-term trading strategies.