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.

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.

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.

Tylor Love is a financial advisor at Family Wealth Partners LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of his advisory role, he is a co-owner of a family rental property. Family Wealth Partners, founded in 2019, provides discretionary wealth management to individuals, trusts, estates, and small businesses. The firm manages approximately $131 million in client assets using proprietary model portfolios and a combination of fundamental and technical analysis.

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.

Mark Finelli is a financial advisor at Family Wealth Partners LLC with 25 years of experience. He holds a Series 66 designation and has worked at institutions including Bank of America and Merrill. Outside of financial services, he is the owner of Laura Sportfishing, a charter fishing business, and volunteers as a coach in Medford, NJ. Family Wealth Partners provides discretionary wealth management to individuals, trusts, estates, and small businesses, managing approximately $131 million across about 222 client relationships. The firm employs proprietary model portfolios alongside independent managers, utilizing both fundamental and technical analysis in its investment 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.

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.

Linda Massey is a financial advisor with Massey Morgan Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. She is also the owner of Massey Morgan Financial Solutions, LLC, an insurance sales and services business in Medford, NJ, where she spends approximately half of her professional time. Massey has been affiliated with Massey Morgan Wealth Management since 2012 and TZM Management, LLC since 2011. Massey Morgan Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing financial planning and advisory services focused on financial objectives, cash-flow management, tax, retirement, and education planning. The firm acts primarily as an advisor and facilitator, referring clients to third-party money managers rather than managing portfolios in-house.

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.

Louis Fevrin is a financial advisor at Legacy Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sturdivant & Co., Inc. and Allstate Insurance Co. Outside of advisory work, he owns and operates an insurance agency, coaches CrossFit, and runs a streaming business. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including state and municipal government entities. The firm employs a long-term, global macro asset-allocation strategy using quantitative and fundamental analysis across a wide range of investment instruments.

Robert Stahler is a CFP® with 17 years of industry experience. He is currently with Anchored Financial Planning LLC and previously worked at Edward Jones for nine years. In addition to his advisory role, he is an independent insurance agent. Anchored Financial Planning LLC provides investment advisory and financial planning services to individual and high net worth clients, tailoring portfolios based on client objectives, time horizon, and risk tolerance through various strategies and regular account reviews.

Joseph Mcbride is a CFP®-certified financial advisor with 42 years of industry experience. He is currently affiliated with OSAIC and has prior experience at FSC Securities Corporation and Strategic Financial Advisors Corporation, where he has held various financial advisory roles since 1990. In addition to his advisory work, Mcbride operates a sole proprietorship as an insurance producer specializing in life insurance, long-term care, and fixed annuities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Sean Cooney is a CFP® with 12 years of industry experience and is a principal at Cooney Financial Advisors Inc, where he has worked since 2008. He also has a concurrent role at Rosenberg, Smith, Cooney & Migliore Pc since 2006. Cooney Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with financial planning, investment management, and pension consulting. The firm employs a fee-only model, emphasizing tactical asset allocation through globally diversified, index-based ETFs and model portfolios, with a focus on non-discretionary management and pension administration services.

William Lafferty is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Total Alignment Wealth Advisors, LLC since 2018. Prior to that, he worked at The Warwick Tavern and was affiliated with Rowan University. 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 employs scenario-based planning backed by both fundamental and technical analysis.

Levi Donohue is a financial advisor at Sound Wealth LLC in Marlton, NJ. He holds a Series 65 designation and joined the firm in 2025. His prior work experience includes roles outside the financial industry, such as positions at Cava and Chipotle. Sound Wealth LLC is a fee-only registered investment adviser serving individuals, employer plan sponsors, and business clients. The firm uses a modern portfolio theory-based investment approach, combining passive and active strategies with factor-based tilts, and integrates planning with portfolio oversight.

James Burkeitt is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Chesapeake Capital Management, LLC and has prior experience at ProEquities, Inc and Capital Financial Services Corp, where he also serves as Vice President and advisor. Chesapeake Capital Management, LLC is a team of seven advisors serving individual and high-net-worth clients with portfolio management and financial planning services. The firm offers both discretionary and non-discretionary advisory solutions, supplements investment work with client communications and education, and sponsors a wrap-fee program.

Donald Hill Jr. is a financial advisor at Hill and Labarre Wealth Management with five years of industry experience. He holds the Series 65 designation and has worked at Premier Investment Services since 2021. Prior to his advisory career, he was employed by Piedmont Airlines and served in the United States Air Force from 2016 to 2021. Hill and Labarre Wealth Management provides investment advisory and related services to individuals, small businesses, and retirement plans, offering portfolio management, financial planning, and business retirement plan consulting. The firm utilizes model-based and strategic management approaches, including options-based strategies, and offers a subscription Wealth Advisory Program alongside a structured educational curriculum.

Thomas Cooney is a CFP® with 35 years of industry experience and has been with Cooney Financial Advisors, Inc. since 1987. He was a partner at the CPA firm Rosenberg, Smith, Cooney & Migliore PC, where he retired in 2016 but continues to provide limited accounting services. Cooney Financial Advisors is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $43.7 million in client assets using a tactical asset allocation strategy focused on globally diversified, index-based ETFs and mutual funds, with a notable integration of accounting and pension consulting services.

Edward Levene is a financial advisor at TA Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has prior business roles including managing member of Levco Power, LLC and leadership positions at Clean Peak Energy Group, LLC and Levco Tech, Inc. Outside of advising, he has been involved in energy-related business activities through various leadership roles in companies such as Levco Power, LLC and Energy Advantage. TA Capital Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and certain businesses. The firm combines ongoing asset management with personalized financial planning, employing a range of analytical strategies tailored to client objectives and risk tolerances.