Michael Bonfrisco is the sole advisor at Bonfrisco Wealth Management LLC in Cherry Hill, NJ, holding a Series 65 credential with 13 years of industry experience. He also owns and operates Bonfrisco Law Firm, where he has practiced law for over 25 years. Bonfrisco Wealth Management LLC provides ongoing portfolio management and fixed-fee financial planning primarily to individual and high-net-worth clients. The firm employs a combination of technical analysis and modern portfolio theory within a long-term trading approach, investing in mutual funds, equities, bonds, and fixed-income instruments, with all account reviews conducted by the sole managing member.

Janel Manella is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience. She has worked at Merrill and Wells Fargo Clearing before founding Co-Missions Financial Planning, where she has been advising clients since 2017. In addition to her advisory work, she has involvement with HomeMaker since 2012. Co-Missions Financial Planning serves individuals, high-net-worth clients, institutions, trusts, and estates, providing comprehensive financial plans, ongoing planning subscriptions, and discretionary portfolio management. The firm uses a combination of quantitative and qualitative investment analysis to build IPS-driven portfolios tailored to client preferences, including ESG and client-imposed restrictions.

James Juliano is a financial advisor at Kairos Capital Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Kairos Inc. since 2004 and UBS Paine Webber since 2002. Kairos Capital Advisors, LLC provides investment management services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plan sponsors. The firm employs a top-down, government-policy driven investment approach using dynamic asset allocation primarily with low-cost, passively managed ETFs across six broad asset classes.

Lee Molotsky is the principal of Molotsky Tax Advisory Group, LLC, an independent advisory firm based in Voorhees, NJ. He holds Series 63 and Series 66 credentials and has 19 years of experience in financial advisory services. Molotsky also works as an independent insurance agent, spending approximately half of his professional time in this capacity. His work history includes roles at Greentree Mortgage Company and SHM Financial Group. Molotsky Tax Advisory Group primarily serves individual clients, as well as trusts, estates, small businesses, and retirement plans. The firm offers discretionary asset management and comprehensive financial planning, customizing portfolios based on clients’ objectives and risk tolerances using fundamental, technical, and cyclical analysis.

Tara Stewart is a financial advisor at TGF Assets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, TIAA, and New York Life. Outside of her advisory work, she serves as an independent property and casualty insurance agent and operates a medical billing consulting business. TGF Assets is an independent advisory firm serving individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm offers individualized asset management and financial planning, utilizing diversified portfolios and a range of investment strategies, including access to private securities and a firm-sponsored wrap fee program.

Meet Sean Lovison, the founder of Purpose Built Financial Services, LLC, your trusted advisor for achieving financial independence. Based in Moorestown, NJ, but serving clients virtually across the U.S., Sean specializes in guiding professionals with equity compensation and solo entrepreneurs. With a transparent, fee-only, flat-rate structure and a fiduciary commitment to unbiased advice, Sean prioritizes your financial well-being. His comprehensive services, including tax preparation and wealth management, are designed to organize, grow, and protect your assets, all with the goal of helping you live a more purposeful life. Take the first step toward financial freedom by contacting Sean today.

Jordan Moore is a financial advisor at Champion Investments LLC with six years of industry experience. He holds a Series 65 designation and has worked at Champion Investments since 2019. In addition to his advisory role, Moore is an assistant professor of finance at Rowan University, a position he has held since 2017. Champion Investments LLC provides discretionary portfolio management services to individual investors, high-net-worth individuals, and small businesses. The firm employs an active, signals-driven investment approach that combines fundamental and technical analysis to select U.S. equities and ETFs, typically reviewing portfolios weekly and trading on a discretionary basis.

Eric Nelson is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Independence Wealth Advisory Services LLC since 2018 and previously spent six years at Woloshin Investment Management. Outside of advisory work, he is also a licensed life and health insurance agent. Independence Wealth is an independent firm providing discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business owners. The firm focuses on passive, asset-allocation portfolios using index funds and ETFs while incorporating fundamental and technical analysis for portfolio decisions.

Patrick Clark is a financial advisor with Neshaminy Creek Advisors in Bensalem, PA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Kestra Financial Services, Inc., and Attleboro Wealth Management. Neshaminy Creek Advisors provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, corporations, and public entities. The firm typically uses primarily passive, low-cost portfolios with index funds and ETFs while incorporating active strategies and multiple analysis methods when appropriate, and offers ongoing retirement-plan consulting and fiduciary services to nonprofit organizations and endowments.

Rafik Ghazal is a financial advisor at Guardian Solutions with 13 years of industry experience. He holds the Series 66 designation and has been with Guardian Solutions LLC since 2012. In addition to his advisory role, he is involved in the independent sale of life and health insurance policies. Guardian Solutions provides portfolio management and financial planning services to individuals, small businesses, and non-profits. The firm employs a combination of fundamental and technical analysis and offers discretionary and non-discretionary management across various asset classes, including stocks, mutual funds, ETFs, options, and bonds.

Kenneth Ginsburg is a CFP® and CFA® affiliated with TrueStar Financial Partners, an independent advisory firm. He has prior experience at T. Rowe Price Group and The Vanguard Group, with additional roles in the financial and manufacturing sectors. He is also involved with TrueStar Tax LLC, an affiliated tax preparation business. TrueStar Financial Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm follows a Modern Portfolio Theory-based investment approach and offers tax-aware financial planning, emphasizing documented investment policies and quarterly portfolio reviews.

Lamonte Williams is the CEO and Investment Advisor Representative of Jhanti Financial, with nine years of industry experience. He has managed Jhanti Financial since 2009 and concurrently holds a part-time position with Piedmont Airlines. In addition to his financial advisory role, he is involved in Jhanti International, an export/import company registered as a Veteran Owned Small Business. Jhanti Financial provides portfolio management, investment advisory, and financial planning services to corporations, business development companies, charitable organizations, small businesses, and individuals. The firm employs a combination of fundamental and technical analysis along with sector and political analysis, managing accounts primarily on a discretionary basis while also offering education seminars and subscription-based newsletters.

Donald Webb Jr. is the sole advisor at Webb Financial Planning LLC in Haddon Heights, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has operated Webb Financial Planning LLC since 2003. Webb Financial Planning LLC serves individual and some high-net-worth clients, providing fee-only financial planning and portfolio management without accepting commissions. The firm focuses on fundamental analysis and longer-term strategies, offering advisory services on a fixed-fee and hourly basis with a non-discretionary approach, distinguishing itself by not charging percentage-of-assets-under-management fees.

Dean Spear is a financial advisor with The Benchmark Group RIA Services, LLC, holding a Series 63 license and more than 24 years of industry experience. He has been affiliated with The Benchmark Group since 1998 and has worked with various firms including Union Central Life Insurance and Ameritas Life Insurance. Outside his advisory role, Spear is involved in entrepreneurial ventures such as owning and managing commercial real estate properties and holding an ownership interest in a solar investment company. The Benchmark Group RIA Services, LLC provides comprehensive financial planning primarily to high-net-worth individuals and closely held, family-owned businesses, as well as pension and employee benefit plan consulting. The firm focuses on planning without managing client investment portfolios, serving instead as a pension consultant and referrer to unaffiliated investment advisers.

Joshua Duvall is the principal of Joshua Duvall Financial Planning & Accounting, LLC, with 13 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Outside of financial advising, he works as a digital marketing manager for Kennedy Health. Duvall Wealth & Tax Planning offers financial planning, investment management, tax planning, and charitable giving services to individuals, families, and small business owners through a subscription-based model. The firm emphasizes diversified portfolios with low-cost index ETFs, non-discretionary account management, and a focus on accounting and tax-related services.

Gregory Hart is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has been the sole advisor at Haddon Wealth Management, LLC since 2015. Haddon Wealth Management, LLC is a fee-only, independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, business entities, and charitable institutions. The firm offers financial planning and discretionary investment management, incorporating tax-aware portfolio construction and a focus on charitable giving strategies.

Stephen Giordano is a financial advisor with Woodmont Wealth Management, LLC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Avantax Advisory Services, Cetera Wealth Services, and Charles Schwab. Outside of his advisory work, he owns American Ink, a small business specializing in printing and artwork coordination. Woodmont Wealth Management provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a range of investment analysis methods, including fundamental and technical approaches, and offers customized strategies aligned with client objectives.

Nathan Martin is a financial advisor with Atlantic Financial Management LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Atlantic Financial, he worked at LPL Financial and Private Advisor Group, LLC. Outside of his advisory role, Martin owns Harbour Closing Company, a mobile notary and real estate wholesaling business. Atlantic Financial Management serves individual and high-net-worth clients with discretionary investment management, wealth management, and financial planning. The firm employs a primarily long-term investment approach using low-cost mutual funds, ETFs, and other instruments, and manages client assets on a discretionary basis.

Matthew Kulpa is a financial advisor at CWM, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2021. Prior to that, he has been involved with Main Street Investment Advisors and is a principal at Roman & Kulpa, an accounting firm where he prepares individual, corporate, and fiduciary tax returns. Kulpa also serves as Treasurer on the Board of Trustees for the Roman Catholic High School Alumni Association. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Michael Parise is a financial advisor at Copper Beech Family Office with 16 years of industry experience. He holds a Series 66 designation and has worked previously at American Portfolios, Family Office Partners, and OSAIC. Parise is also a licensed attorney and a life and health insurance agent. Copper Beech Family Office provides discretionary portfolio management, financial planning, and family office services to individuals, high-net-worth families, and institutional clients. The firm uses customized portfolios based on client goals and risk tolerance, integrates third-party sub-advisers, and offers coordinated estate planning and insurance audits.