William Small is a financial advisor with RMAS, Inc. and holds Series 63 and Series 65 designations. He has 55 years of industry experience and has worked at firms including Alden Capital Management and Capitol Securities Management. Outside of his advisory role, he is president of Kings Management Company, where he is involved in insurance sales and estate work. RMAS, Inc. provides discretionary investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $81.7 million across about 98 client accounts, using fundamental analysis and a mix of long- and short-term strategies tailored to clients’ objectives, time horizons, and risk tolerance.

Donald Hill is a Series 65-licensed financial advisor with Hill and Labarre Wealth Management, where he has worked since 2021. He has three years of industry experience and previously spent over three decades with the Southeastern Pennsylvania Transportation Authority. Outside of his advisory role, Hill serves as the General Chairman of the Brotherhood of Locomotive Engineers and Trainmen Division 71, representing commuter Locomotive Engineers in contract negotiations and arbitration. Hill and Labarre Wealth Management provides asset management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a value-oriented, primarily long-only approach supplemented by tactical and strategic asset allocation and option strategies, offering both active and passive portfolio management programs along with educational offerings.

Shannon Mccue is a financial advisor at Philadelphia Investment Partners, LLC with 12 years of industry experience. She has held her current role since 2017 and previously worked at MyCIO WEALTH PARTNERS, LLC. Mccue holds a Series 66 designation. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, and institutional investors. The firm uses a top-down macroeconomic analysis combined with fundamental valuation and offers both diversified and customized investment strategies.

Mitchell Pinheiro is a CFA® charterholder with 41 years of industry experience. He is currently affiliated with Legacy Investment Advisors, LLC and Sturdivant & Co., Inc., where he has worked since 2019. His career includes roles at Costello Asset Management, Inc. and Wunderlich Securities, Inc. Legacy Investment Advisors provides discretionary portfolio management and financial planning to institutional and non-institutional clients, including pension plans. The firm employs a long-term, systematic investment approach centered on global macro quantitative analysis and fundamental research, with a focus on risk management and regular client reporting.

Collin Bill is a CFP® and Series 65-registered advisor with nine years at Total Alignment Wealth Advisors, LLC and seven years of industry experience. Prior to advisory work, he spent over a decade with ABS Electrical Contractors. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families, providing private family office services, comprehensive financial planning, and investment consulting. The firm coordinates with clients’ outside portfolio managers and emphasizes scenario-based planning supported by a web-based platform, without holding discretionary investment authority.

David Badecki is a financial advisor at Orion Financial Advisors with five years of industry experience. He holds the Series 65 designation and has previously worked at Thrive Capital Management, LLC and Guardian Solutions LLC. In addition to his advisory role, he sells life and health insurance as an independent advisor. Orion Financial Advisors provides discretionary wealth management services to individuals, trusts, and estates, primarily using low-cost ETFs and mutual funds alongside individual stocks, bonds, and options. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified portfolios tailored to clients’ goals and risk tolerance.

Andrew Ghazal is a financial advisor with Orion Financial Advisors in Voorhees, NJ, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Guardian Mortgage Group as a mortgage loan officer and as a shareholder in a travel agency, Gazelle, Inc. He is involved in insurance sales related to life and health insurance through Orion Financial Advisors. Orion Financial Advisors is a state-registered investment adviser providing discretionary wealth management primarily using low-cost ETFs and mutual funds, along with individual stocks, bonds, and options. The firm constructs diversified portfolios based on fundamental analysis and Modern Portfolio Theory, serving individuals, trusts, and estates with a long-term investment approach.

Paul Bechtelheimer is a financial advisor at Anchored Financial Planning LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he serves as a head youth soccer coach for Real JFC Soccer Club in Medford, NJ. Anchored Financial Planning LLC provides investment advisory and financial planning services to individual and high net worth clients, managing discretionary and non-discretionary accounts. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance, employing a range of strategies including asset allocation and technical analysis.

John Kennedy is a CFP® with 31 years of experience in financial services. He is currently with Kennedy Investment Group, where he has worked since 2022 and previously from 2004 to 2022. His background includes roles at Colombia Bank and Raymond James Financial Services Advisors, INC. Outside of advisory work, he is the owner and CEO of Kennedy Cellars Inc., a business unrelated to investments. Kennedy Investment Group provides wealth management and financial planning services to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis, using a fundamentally driven, generally long-term investment approach with diversified portfolios that include mutual funds, ETFs, individual securities, options, and alternative investments.

Brent Delabarre is a Series 65-licensed advisor with LUMINIST Capital, LLC in Grand Rapids, MI. He has one year of industry experience and previously worked in various roles at Pfizer Inc., Mallinckrodt Pharmaceuticals, Optofluidic Bioassay, and Hygieia Inc. LUMINIST Capital offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a mix of fundamental and technical analysis to manage client accounts, providing tailored portfolio management, consulting, and co‑advisory arrangements.

Keith Hering is a financial advisor at Kennedy Investment Group with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services Advisors and Hering Financial Services, Inc., where he was also the owner. Kennedy Investment Group provides wealth management and financial planning to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis, employing a fundamentally based investment approach with diversified portfolios that include mutual funds, ETFs, stocks, bonds, options, and alternative investments.

Brett Herron is a financial advisor at HFM Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has held positions including roles at Ohio State University and Northpoint Bank. HFM Investment Advisors is a seven-advisor team managing approximately $404 million for individual investors and employer plan sponsors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan services, frequently utilizing third-party subadvisors such as GeoWealth and Betterment.

Diane Taylor is a financial advisor with LPL Financial and holds a Series 65 designation. She has 21 years of industry experience and has worked at Victory Wealth Partners since 2002. In addition to her advisory role, she is involved with Kelly & Taylor, PC, a tax preparation and accounting firm where she has worked since 1983. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Steffanie Lerch is a CFP® with 20 years of experience in financial services. She is currently with Eagle Wealth Strategies, where she has worked since 2023, and previously spent over a decade at Raymond James Financial Services Advisors, Inc. Outside of her advisory role, she is involved in insurance sales and owns Aerie Tax & Advisory, LLC, a tax and accounting services firm. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamentally driven investment process using diversified model portfolios and offers comprehensive wealth management, financial planning, and consulting services.

Aaron Stine is a financial advisor with LUMINIST Capital, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Advisory Advocates LLC and LPL Financial, LLC. Outside of his financial advisory work, Stine is involved in residential construction through his ownership of Manly Work, LLC, and also engages in project management with TS Contracting. LUMINIST Capital offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm emphasizes tailored financial planning, portfolio management, and consulting, utilizing a data-driven discovery process and a combination of fundamental and technical analysis to manage client accounts.

Christopher Tully is a CFP® professional with 20 years of experience in financial advisory services. He is currently with Eagle Wealth Strategies, where he has worked since 2015, following prior roles at Raymond James Financial Services from 2007 to 2023. Outside of his advisory work, he serves on the board of the Boys & Girls Clubs of Gloucester County, NJ, and owns a tax and accounting services firm, Aerie Tax & Advisory, LLC. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamental analysis-driven investment process using diversified model portfolios with a long-term focus, supplemented by an independent third-party consultant, and offers comprehensive wealth management and financial planning services.

Catherine Allen Carlozo is a Certified Financial Planner® with over 31 years of industry experience. She is currently with HFM Investment Advisors, LLC, where she has worked since 2018. Her prior experience includes roles at M Financial Planning Services, Inc and LPL Financial LLC. HFM Investment Advisors serves individual clients, business owners, and employer-sponsored retirement plans by providing discretionary portfolio management, comprehensive financial planning, and fiduciary services. The firm employs multiple service models tailored to client needs and utilizes third-party subadvisors and technology platforms for investment implementation and account management.

Henry Schroeder is a CFP® with 20 years of industry experience, currently serving as an advisor at Kennedy Investment Group. He previously worked at Raymond James Financial Services and TIAA-CREF Individual & Institutional Services. Schroeder is also a board member advising on customer experience for Seton Hall University’s Business School certification programs. Kennedy Investment Group provides wealth management and financial planning to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis, employing a fundamentally driven, generally long-term investment approach with diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments.

David Leone is a CFP® certificant with 11 years of industry experience. He is currently with Forefront and previously worked with firms including Halpern Financial, Inc. and Pacific Life Insurance Company. Leone is also the owner of Leone & Company Wealth Management, a comprehensive financial planning business operating through Forefront Advisor Network. Forefront Wealth Partners is a registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm provides discretionary investment management, comprehensive financial and estate planning, and offers cash-management solutions along with access to third-party managers and turnkey asset management platforms.

Jessica Ortega is a CFP® with 15 years of industry experience, currently serving as an advisor at Eagle Wealth Strategies. She previously worked at Raymond James Financial Services Advisors Inc. for over a decade. Outside of her advisory role, Ortega owns and operates Aerie Tax & Advisory, LLC, a tax and accounting services firm. Eagle Wealth Strategies is a SEC-registered advisory firm that serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with a focus on fundamental analysis and diversified model portfolios, supplemented by independent third-party investment consulting and tax services through its affiliated firm.