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 CFP® with 13 years of industry experience, currently serving as an advisor at Clark Asset Management, LLC. Prior to joining Clark Asset Management, she held roles at firms including The Vanguard Group, Inc. and MyCIO Wealth Partners, LLC. Outside of her advisory work, she is a regional sales manager working part-time with local businesses on credit card payment solutions. Clark Asset Management provides wealth management services to individual and high-net-worth clients, focusing on financial planning and a primarily passive investment approach using index funds and ETFs. The firm employs a flat-fee compensation model and serves clients with varied planning complexities.

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 financial advisory roles. He currently works at Liberty One Wealth Advisors and has prior experience with Bank of America and Merrill. Outside of his advisory work, he serves on the advisory board for Big Brothers Big Sisters, assisting with volunteer recruitment and support. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and some institutions. The firm focuses on a goals-based planning process, using an asset-allocation framework centered on exchange-traded funds, systematic rebalancing, and alternative strategies for suitable clients.

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.

Samuel Markowitz is a financial advisor at Breakwater Capital Group with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at The Vanguard Group for eight years. Breakwater Capital Group provides investment advisory and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to build diversified portfolios tailored to client objectives, employing active tools such as margin transactions and options strategies.

Daniel Stuckey is a financial advisor with Geometric Wealth Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked in education for several years, including positions at Relay Graduate School of Education and Achievement First. Geometric Wealth Advisors provides personalized wealth management and financial planning to individuals, families, and trusts. The firm employs a long-term, broadly diversified investment approach, utilizing discretionary management, tax services, and estate-plan reviews, and manages approximately $1.33 billion for over 250 client households.

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 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Horter Investment Management, LLC and Directed Services LLC. Outside of her advisory role, she is involved with Safe Harbor Financial, where she manages marketing programs and business development initiatives. LUMINIST Capital provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis to manage client portfolios, typically on a discretionary basis, and offers tailored financial planning, portfolio management, and consulting services.

Salvatore Marcello Jr. is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has a background in government accounting with the State of New Jersey Department of Law & Public Safety and is also a partner at 3MP Group LLC, where he provides tax preparation and bookkeeping services. PTS Brokerage, LLC offers investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm uses both fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance and employs derivatives and options strategies primarily for larger accounts.

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.

Lamont Brown is a financial advisor at Odyssey Capital Advisors Inc. with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Saxony Securities and Kestra Advisory Services, among others. Outside of advising, he is involved with Lankenau Holdings, LLC, a real estate investment company. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment strategies based on clients’ goals and risk tolerances, employing various approaches including long-term holdings, trading, and option strategies.

Kyle Pettigrove is a financial advisor at Tanager Wealth Management with 10 years of industry experience. He holds the Series 65 designation and worked at Wiley Group from 2014 to 2016 before joining Tanager Wealth Management in 2016. Outside of advising, he is a partner at Crowded Castle Brewing Company, where he assists with marketing and distribution. Tanager Wealth Management serves individual and high-net-worth clients, trusts, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to independent investment managers. The firm uses an asset-allocation framework with fundamental analysis and actively manages accounts, including relationships with independent managers, with notable accommodations for a significant non-U.S. client base.

Jesse Kovacs is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Ohio National Financial Services and The O.N. Equity Sales Company. Outside of his advisory work, he is involved with Hoosier Daddy LLC, a business focused on the sale of race car tires. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, employing both fundamental and technical analysis, and uses derivatives and options strategies primarily for larger accounts.

Philip Ranalli is a financial advisor with Wealth Management Associates, Inc. in Haddonfield, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Securities America Advisors and OSAIC before joining Wealth Management Associates. Ranalli operates a DBA, Pinnacle Capital Advisors, for his LLC and accounting purposes. Wealth Management Associates, Inc. provides financial planning, asset management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and institutions. The firm employs fundamental analysis and strategic asset allocation with a long-term focus and integrates accounting services through licensed CPA owners to coordinate investment and tax advice.

Julia Hopson is an advisor at Odyssey Capital Advisors Inc. with a Series 65 designation and one year of industry experience. Prior to joining Odyssey, she held roles at Pitcairn Trust Company and has experience working in other sectors including fitness at CorePower Yoga and hospitality at Village Brewing Co. Additionally, she has been involved with Temple University over multiple years. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment programs using fundamental analysis and a range of strategies while offering ongoing portfolio monitoring and coordinating with third-party managers.