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 40 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for 12 years before joining Prospera in 2024. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers investment advisory and financial planning services through various platforms, combining firm models, third-party sub-advisers, and customizable allocations.

Kurt Lawn is a financial advisor with IP Financial Advisory Services LLC, holding the PFS™ designation and Series 63 license, with 27 years of industry experience. He previously worked at Avantax Investment Services, Inc. for eight years and Royal Alliance Associates for ten years. In addition to his advisory role, he provides individual and business income tax preparation and accounting services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolio construction and a range of analytic approaches, with a focus on non-high-net-worth individuals.

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.

Gregory Gottlieb is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. He has previously worked with firms including UBS Financial Services Inc and Cornerstone Private Wealth Partners. His background also includes roles in the hospitality sector at Equinox Hotels, Wynn Las Vegas, and Highgate Hotels. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with over $15 billion in assets under management across multiple offices.

Brett Hina is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services from 2005 to 2025 and has taught a college course at Stockton University since 2021. He serves on the board of The Starting Point, a nonprofit focused on addiction recovery and mental wellness. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and offers customized portfolios with a long-term investment approach.

Kenneth Durfee is a CFP® with 35 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for 27 years. In addition to his advisory role, he manages KDD15 LLC, providing investment advisory and financial planning services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a blend of discretionary and consultative investment management programs, financial planning, retirement plan advisory, and access to alternative investments.

Kevin Rutledge is a financial advisor at IAMS Wealth Management, LLC with eight years of industry experience. He holds the Series 65 and Series 63 designations and has worked with firms including Foundations Investment Advisors, Impact Partnership Wealth, and Calm Seas Retirement Strategies. Rutledge also advises clients on annuity and life insurance products through his independent activity with My Retirement Peace of Mind and Calm Seas Retirement Strategies. IAMS Wealth Management provides investment advisory and financial planning services to individuals, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management using model portfolios, ERISA 3(21) plan services, and supports a variety of investment instruments including equities, ETFs, fixed income, direct indexing, and cryptocurrency.

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 prior experience at Simplicity Wealth, Aon, Keller Williams Realty, and H&R Block. Outside of advising, he is involved in real estate sales, tax preparation, life insurance and annuity sales, and operates a mobile notary service. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering portfolio management, financial planning, and consulting. The firm employs a combination of tactical, strategic, and quantitative approaches to tailor portfolios to client objectives and risk tolerances.

Lisa Ruela is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at UBS Financial Services from 2004 to 2025 before joining Concurrent Investment Advisors in 2025. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios that incorporate ETFs, mutual funds, individual securities, and alternative investments with a generally long-term investment approach.

John Hanlon IV is a CFP® with 41 years of industry experience, currently serving at VestGen Advisors, LLC since 2024. He previously spent over two decades at Purshe Kaplan Sterling Investments and has been involved with VestGen Investment Management since 2000. Hanlon is chairman of the Advisory Board to the Financial Systems Center at Stevens Institute of Technology and serves as a trustee of the Sean and Cathy Hanlon Foundation, Inc. VestGen Advisors, LLC manages approximately $6.66 billion for nearly 22,790 clients through 53 advisors. The firm offers a range of investment management and financial planning services, employing client-specific strategies that incorporate fundamental, technical, and quantitative analysis as well as modern portfolio theory.

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.

Daniel Lesneski is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. He previously worked at UBS Financial Services for 13 years. Lesneski is also a founder of Cornerstone Private Wealth Partners, an affiliated enterprise within Concurrent Investment Advisors. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, businesses, and trusts. The firm employs a long-term investment approach using diversified portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Brandon Hina is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Concurrent, he worked at Cornerstone Private Wealth and Affiliated Distributors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with a multi-office platform serving over 13,000 clients.

Joseph Barrett Jr. is a CFP® professional affiliated with Benjamin F. Edwards & Company, Inc., with six years of industry experience. He has been with Benjamin F. Edwards since 2020 and previously worked at Ford Scott & Associates, LLC from 2012 to 2020. Benjamin F. Edwards & Company, Inc. offers investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm provides a range of investment strategies, from model-based to customized portfolios, supported by in-house trading and third-party manager oversight.

Anthony Libero is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. He holds a Series 66 designation and has worked previously at This Cigna Group and The Deauville Inn, among other roles. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies, including model-based and customized portfolios, and combines financial planning with ongoing portfolio management and due diligence.

Michael Lynch Jr. is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and over 21 years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked for GWN Securities Inc. for 15 years and had a brief period with Timeshare Legal, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts.

Christopher Clayton is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend And Kent, Inc. since 2000 and owns Clayton/Montgomery Group, LLC, a life insurance brokerage. Outside of his advisory work, he oversees operations for Margate Dairy Bar, a service industry business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset managers and financial planning. The firm emphasizes client-directed implementation and oversight with a significant portion of assets managed on a non-discretionary basis.