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.

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.

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.

Scott Champion is a financial advisor at Champion Financial & Tax Services, LLC in Sewell, NJ, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Linsco Private Ledger since 2006 while operating his own firm since 2001. His practice includes both investment advisory and tax preparation services, with licensure as an insurance agent. Champion Financial & Tax Services manages approximately $30 million in discretionary portfolios primarily for individual clients, focusing on growth-oriented equity selection based on fundamental and technical analysis. The firm combines investment management with tax planning and insurance services, offering integrated updates during tax season without accepting commissions or custodial research payments.

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.

William Heidig is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Fiscalwise, Inc. since 2000, serving as the firm's sole advisor. Fiscalwise, Inc. offers financial and investment advice to individuals, families, businesses, trusts, and estates through comprehensive financial planning, portfolio analysis, and limited-scope engagements. The firm operates primarily on a non-discretionary basis, emphasizes minimizing expenses, and provides educational outreach alongside regular client communications.

Kenneth Darby is a financial advisor at Darby Investment Services LLC with four years of industry experience and a Series 65 designation. He has a background in tax preparation, operating Darby Tax Service since 2016, and previously worked at PHI Service Company for 11 years. Darby Investment Services LLC is a fee-only financial planning firm serving individuals and families, providing advice on taxes, cash flow, retirement planning, and investment allocation. The firm offers fiduciary, non-discretionary recommendations tailored to clients’ tax situations and risk tolerance, typically focusing on no-load mutual funds, ETFs, dividend-paying large-cap stocks, and cash-equivalent instruments.

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.

Randolph Winton is the sole advisor at Lynch, Winton & Associates, LLC, an independent firm based in Swarthmore, PA. He holds Series 63 and Series 65 credentials and has 27 years of industry experience, all with his current firm since 1999. Lynch, Winton & Associates provides fee-only investment advisory services to individuals, families, and high-net-worth clients, focusing on nondiscretionary portfolio management and personalized written investment plans. The firm primarily uses no-load mutual funds, with an emphasis on actively managed funds, and clients retain final approval of all trades.

Peter Zeuli is a CFA® charterholder with 25 years of industry experience. He has been with Philadelphia Investment Partners, LLC since 2001, where he serves as Managing Partner. Outside of his advisory role, he is the Treasurer of Hillcrest Development Corp. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, retirement plans, and select institutional clients, including state and municipal entities. The firm employs a top-down, macroeconomic-driven investment approach combined with quantitative and fundamental analysis for security selection.

Charles Gubler is a financial advisor at Flagship Capital Management Inc with two years of industry experience. He holds the Series 65 designation and previously worked at SEI Investment Company. His background includes four years in education at James Madison University and Luray High School. Flagship Capital Management provides investment management and advisory services to individual and institutional clients, including corporations, pension plans, foundations, and trusts. The firm employs a team-based approach to constructing diversified portfolios using fundamental and technical analysis, managing roughly $200 million in discretionary assets.

Kathleen Schroeder is a financial advisor with RMAS, Inc. who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with J Alden Associates, Alden Capital Management, Capitol Securities Management, and has been involved with Risk Management Advisory Services, Inc. since 2001. Schroeder is also vice president of Kings Management Company, where she is involved in insurance sales and tax preparation. RMAS, Inc. provides discretionary investment supervisory services and individualized 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 client objectives and risk tolerance.

Sally Sulcove is a CFP® and CFA® with 22 years of experience in financial advising. She has been with O’Brien Greene & Co. Inc. since 2002. O’Brien Greene & Co. Inc. serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and occasional 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with modest use of ETFs and a dedicated fixed-income component for income and liquidity.

Soumyadeep Sinha is a financial advisor at Friedenthal Financial, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Independence Equity, LLC before joining his current firm. Friedenthal Financial serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and corporations, providing portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm uses strategic or tactical asset allocation based on clients’ Investment Policy Statements and manages all client assets internally with a discretionary approach.

Frederic Wheeler is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Friedenthal Financial, LLC. He has been with Friedenthal Financial since 2010 and also operates Wheeler Enterprises, LLC, where he works as a consultant outside of trading hours. Friedenthal Financial, a team-based firm, manages approximately $174 million in discretionary assets and serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and retirement-plan advisory services, employing both strategic and tactical asset allocation approaches tailored to each client’s Investment Policy Statement.

Kyle Birmingham is a CFA® charterholder with nine years of industry experience. He currently works at Quorus Inc. and has held prior roles at Composer Technologies, The University of Chicago Booth School of Business, and The Vanguard Group, Inc. He volunteers as a board member and investment committee member for The Association for Frontotemporal Degeneration, a nonprofit supporting patients and caregivers. Quorus Inc. provides portfolio implementation and separately managed account services primarily to registered investment advisors and wealth managers, as well as direct clients such as family offices and small endowments. The firm leverages technology to deliver personalized portfolios and licenses models from various providers, offering features such as automated rebalancing, tax-loss harvesting, and a range of investment strategies.

Mark Ghazal is a financial advisor at Orion Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and Morgan Stanley in various capacities. Outside of his advisory role, he holds a minority ownership interest in a family-operated travel agency. Orion Financial Advisors is a state-registered investment adviser providing discretionary wealth management to individuals, trusts, and estates. The firm primarily manages portfolios with low-cost ETFs and mutual funds, applying fundamental analysis and Modern Portfolio Theory to build diversified, goal-oriented portfolios.

Claudia Saia is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Friedenthal Financial, LLC. She has been with the firm since 2018, with a brief period of unemployment in 2021. Friedenthal Financial serves individual and high-net-worth investors, as well as pension plans, charitable organizations, and corporations, providing portfolio management, financial planning, and retirement-plan advisory services. The firm manages all client assets internally using tailored strategic or tactical asset allocation approaches and oversees approximately $174 million in discretionary assets.