Jennifer Colon is a financial advisor with CRA Financial Services, L.L.C. in Northfield, NJ. She holds a Series 66 designation and has 20 years of industry experience, all with CRA Financial Services since 2002. CRA Financial Services is an SEC-registered wealth management firm serving individual clients, retirement plans, and institutional clients. The firm’s investment approach is based on Modern Portfolio Theory and is tailored to client risk tolerance and objectives, managing approximately $1.69 billion in assets across a variety of account types and investment strategies.

Donna Savastani is a financial advisor with CRA Financial Services, L.L.C. She holds the Series 66 designation and has 17 years of industry experience, all with CRA Financial Services since 2009. The firm provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients. CRA employs an investment approach based on Modern Portfolio Theory, tailoring portfolios to clients’ risk tolerance and goals while utilizing a range of asset classes and strategies.

Robert Martin is a CFP® and Series 66 licensed advisor with 19 years of industry experience. He has been with CRA Financial Services, L.L.C. since 2012. Outside of his advisory role, he is the sole owner of a rental property in Sewell, NJ. CRA Financial Services is an SEC-registered wealth management firm serving individual and institutional clients. The firm applies a Modern Portfolio Theory-based approach, tailoring portfolios to client risk tolerance and objectives, and manages approximately $1.69 billion in client assets across various account types.

Samantha Swiderski is a financial advisor at CRA Financial Services, L.L.C. with a Series 65 credential and three years of industry experience. Prior to joining CRA Financial Services in 2021, she held positions at Ocean Casino Resort, Simply Nail & Spa, Woodmere Senior Housing, and Spotswood High School. CRA Financial Services, L.L.C. provides comprehensive wealth management and financial planning to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm’s investment approach is based on Modern Portfolio Theory and tailored to clients’ risk tolerance, time horizon, and goals, with diversified allocations across multiple asset classes.

Gordon Shearer Jr. is a CFP® with 20 years of experience in financial advising. He is currently with CRA Financial Services, L.L.C. and is also affiliated with Capaldi, Reynolds & Pelosi, P.A. His prior experience includes roles at Comprehensive Advisors, LLC, Integrity Investment Advisors, LLC, National Planning Cooperation, Comprehensive Financial Professionals, LLC, and Shearer Josuweit & Company. CRA Financial Services, L.L.C. provides comprehensive wealth management and financial planning to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm’s investment approach is based on Modern Portfolio Theory and tailored to client risk tolerance and goals, utilizing a diversified allocation across asset classes with discretionary and non-discretionary management options.

Jarman Reilly is an advisor with CRA Financial Services, L.L.C., holding a Series 65 designation and beginning his industry career in 2025. His prior experience includes roles at Morgan Stanley and various seasonal and educational positions. CRA Financial Services is an SEC-registered wealth management firm serving individual and institutional clients with financial planning, consulting, and portfolio management services. The firm manages approximately $1.69 billion in assets and bases its investment approach on Modern Portfolio Theory, tailoring portfolios to client-specific risk tolerance and objectives.

Gail Mackler Carlino is a financial advisor at Prospera Financial Services, Inc. with 41 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes twelve years at Wells Fargo Advisors and seven years at Janney Montgomery Scott. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Kurt Lawn is a financial advisor with IP Financial Advisory Services LLC, holding the PFS™ and Series 63 credentials and bringing 27 years of industry experience. He previously worked at Avantax Investment Services, Inc. for eight years and has operated Lawn Financial Services since 1996. In addition to advising, he provides individual and business income tax preparation and accounting services during the tax season. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, employing a range of analytical approaches and offering specialized advisory services including actuarial and insurance consulting.

Carol Schmidlin is a financial advisor with Prosperity Capital Advisors and holds Series 63 and Series 65 licenses. She has 30 years of industry experience, including roles at J.W. Cole Advisors, GF Investment Services, and Franklin Planning, where she is also co-owner. Outside of advising, she is a licensed insurance agent and author of the book "FED SAVVY," which she markets through various channels. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative strategies.

Jack Carini is a financial advisor at IAMS Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IAMS Wealth Management since 2017, following roles at Foresters Equity and his own firm, Carini Financial. Outside of advisory services, he is a licensed life insurance agent and operates Carini Financial, where he provides insurance and investment planning and education. IAMS Wealth Management serves a diverse client base including individual investors, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management with a range of investment instruments and uses proprietary models, AI tools, and tailored client strategies.

Benjamin Ott is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Kingsview since 2017 and previously spent seven years with Edward Jones. Outside of advising, he owns a rental property that is professionally managed. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of in-house strategies, third-party managers, and alternative investments across various portfolio types, including discretionary and non-discretionary advisory services.

Nicholas Carini is a financial advisor at IAMS Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked with IAMS Wealth Management since 2018. Prior to this, he was with Foresters Equity Services from 2014 to 2018 and operates Carini Financial, a separate advisory business. Outside of advisory work, he owns a real estate firm, Hawk Realty, LLC. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and business entities. The firm offers discretionary portfolio management using proprietary and third-party models, ERISA 3(21) plan services, and standalone financial planning, employing a range of investment instruments including equities, ETFs, fixed income, and structured products.

Kevin Rutledge is a financial advisor at IAMS Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including FOUNDATIONS INVESTMENT ADVISORS, LLC and Impact Partnership Wealth, LLC. Rutledge is also involved in annuity and life insurance advisory services through his related businesses, My Retirement Peace of Mind and Calm Seas Retirement Strategies. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm manages accounts primarily on a discretionary basis, utilizing a range of investment instruments and proprietary model portfolios while maintaining features that distinguish its adviser network and compensation structure.

Troy Hines is a financial advisor at Virtue Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Simplicity Wealth and Aon. Outside of advising, he is involved in tax preparation, real estate sales, life and health insurance, and operates a mobile notary business. Virtue Capital Management serves individuals, trusts, estates, and various organizations with customized portfolio management and financial planning. The firm employs a multi-team model and uses tactical, strategic, and dynamic investment approaches, supported by an investment committee that conducts due diligence on third-party managers and model strategies.

Ronald Holmes is a financial advisor with Calton & Associates, Inc. in Vineland, NJ, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Calton & Associates since 2004 and has prior experience with BTS Asset Management, Holmes Financial Services, REM Group, and Amway Corporation. Outside of his advisory role, he is involved in tax planning and preparation through Strategic Tax Planning, acts as an independent sales representative in telecommunications and energy sectors, and serves as a soccer referee. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, combining direct account management with third-party money manager recommendations, using varied analytical approaches and providing access to alternative investment strategies when appropriate.

Jerry Everwine is a financial advisor at Calton & Associates, Inc. with 53 years of industry experience. He holds a Series 66 credential and has been with Calton & Associates since 2004. He also operates as a self-employed advisor and is involved in tax preparation and the sale of life, health, and long-term care insurance. Calton & Associates serves individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a range of analytical approaches and a platform that includes direct management and third-party money managers.

John Hanlon IV is a CFP® professional with over 42 years of experience in the financial industry. He is currently with VestGen Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investments and VestGen Investment Management. Hanlon serves as Chairman of the Advisory Board to the Financial Systems Center at Stevens Institute of Technology and is a trustee of the Sean and Cathy Hanlon Foundation, Inc. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationship management with centralized portfolio construction and utilizes third-party managers and affiliated funds in its investment approach.

Michael Jennetta Sr. is a financial advisor at Aegis Capital Corp. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Aegis since 2014. Outside of his advisory role, he is involved with the USA Pole Vault Bureau Association, where he participates as a clinician and competitor and contributes time to nonprofit clinics. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and manages substantial client assets across multiple program types.

Edward Enstice is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Realta Investment Advisors and its affiliated entities since 2020, following a prior role at L.O. Thomas & Co, Inc. In addition to his advisory duties, he owns Coastal Financial Group. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm emphasizes tailored advice through comprehensive client interviews and utilizes a range of investment strategies, including asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Joseph Barrett Jr. is a CFP® and Series 66–registered financial advisor with six years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2020 and previously worked at Ford Scott & Associates, LLC for eight years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory services.