Jessica Ortega is a CFP® with 15 years of industry experience, currently serving as an advisor at Eagle Wealth Strategies. She previously worked at Raymond James Financial Services Advisors Inc. for over a decade. Outside of her advisory role, Ortega owns and operates Aerie Tax & Advisory, LLC, a tax and accounting services firm. Eagle Wealth Strategies is a SEC-registered advisory firm that serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with a focus on fundamental analysis and diversified model portfolios, supplemented by independent third-party investment consulting and tax services through its affiliated firm.

Jacob Riloff is a financial advisor at Victory Wealth Partners with 32 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, Victory Asset Management Co., Inc., TFS Securities, Inc., and Valens Group, LLC. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach combines momentum and fundamental analysis with quantitative screening and fiduciary scoring, managing portfolios through mutual funds, ETFs, and model allocations on both discretionary and non-discretionary bases.

Magan Zavislak is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Best Life Infinity, LLC, where she has worked since 2023, following roles at Investment Advisor Group, Investment Advisor Alliance, American Tax and Financial Planners, and PNC Investments. In addition to her advisory work, she provides tax planning and bookkeeping services through PinCrest Tax Advisory. Best Life Infinity serves individual investors and families, including high-net-worth clients and a focused practice for military survivors and combat veterans. The firm offers investment management and financial planning with an emphasis on asset allocation and diversification, using both passive and active strategies tailored to client needs.

Jason Gabrieli is a CFP® and Series 66-licensed financial advisor with HFM Investment Advisors, LLC, where he has worked since 2014. He has 14 years of industry experience and is also the owner of Events By GM, LLC, a DJ services business. HFM Investment Advisors serves individuals, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement consulting. The firm employs a range of service models and utilizes third-party platforms and subadvisors to implement and manage client portfolios.

Waris Rahemtulla is a CFP® and ChFC® with 11 years of industry experience. He is currently an advisor at Fruitful, having joined in 2024. His prior roles include positions at Citizens Securities, Inc. and Fidelity Investments. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm employs a subscription-based model and focuses on diversified, low-cost portfolios primarily using passive ETFs and index funds, with an emphasis on client-tailored allocation and dynamic financial planning.

Joseph Gaspari is a financial advisor with HFM Investment Advisors, LLC, holding a Series 65 designation and three years of industry experience. He has been with HFM since 2021 and previously worked as self-employed and at JetSki AC. HFM Investment Advisors serves individuals, business owners, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes multiple service models to tailor client engagement and leverages third-party platforms and subadvisors for investment implementation and account management.

Andrew Barnhardt is a CFP® professional with four years of industry experience, currently serving as an advisor at HFM Investment Advisors, LLC. Prior to joining HFM, he held roles at Morgan Stanley and LPL Financial and worked at Chick-fil-A. HFM Investment Advisors serves individuals, business owners, and retirement plans with discretionary portfolio management, financial planning, and retirement consulting, utilizing a range of service models that scale from modular planning to integrated wealth management. The firm incorporates third-party subadvisors and technology platforms to manage portfolios and employer-sponsored accounts.

Ryan Miller is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with Eagle Wealth Strategies, where he has worked since 2023. His prior experience includes roles at Raymond James Financial Services, Bank of America, Merrill, and Ameriprise Financial Services. Eagle Wealth Strategies provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm follows a fundamental, long-term investment approach and offers discretionary and non-discretionary portfolio management, retirement advice, and credit management solutions.

Melissa Phillips is a financial advisor at Eagle Wealth Strategies with eight years of industry experience and a Series 66 designation. Her prior roles include positions at Raymond James Financial Services and work related to the Estate of David B. Tapp Sr. Outside of her advisory work, she serves as an executor on a private estate. Eagle Wealth Strategies is a team-based firm serving individuals, trusts, estates, businesses, and charitable organizations with wealth management, investment management, and financial planning. The firm employs a fiduciary, fundamental, and long-term investment approach, utilizing diversified portfolios of mutual funds, ETFs, and selected individual equities.

Erin Fago is a ChFC® credentialed financial advisor at Eagle Wealth Strategies with five years of industry experience. Prior to joining Eagle Wealth Strategies in 2023, she held advisory roles at Raymond James and Merrill. Eagle Wealth Strategies serves individuals, trusts, estates, businesses, and charitable organizations with wealth management, investment management, and financial planning. The firm follows a fiduciary standard and primarily uses a fundamental, long-term investment approach with diversified portfolios consisting of mutual funds, ETFs, and individual equities.

Paul Tully is a CFP® with 43 years of industry experience and currently serves at Eagle Wealth Strategies, a firm he has been associated with since 1989 in various capacities. His prior experience includes over three decades at Raymond James Financial Services. He is also president of EWS2, a corporation involved in life insurance and annuity sales. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamentally driven investment process with diversified model portfolios and offers wealth management, financial planning, and consulting services.

Charles Scogna is a financial advisor at Eagle Wealth Strategies with a Series 65 designation and one year of industry experience. Prior to joining Eagle Wealth Strategies, he worked at Association Headquarters for three years, Deptford Township Schools for three years, and Major League Baseball for two years. Eagle Wealth Strategies is a team firm providing wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm follows a fundamental, long-term investment approach and offers both discretionary and non-discretionary portfolio management, utilizing low-cost mutual funds, ETFs, and individual equities.

Ashley Rosser is a financial advisor at Victory Wealth Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC since 2023. Rosser is also co-owner of Victory Asset Management Co., a non-investment business entity. Outside of her advisory role, she is involved with Penguin Cold Caps in Williamstown, NJ. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a combination of momentum and fundamental analysis alongside quantitative screening and fiduciary scoring, managing accounts on both discretionary and non-discretionary bases.

Tyler Reedman is a financial advisor at HFM Investment Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked at HFM Investment Advisors since 2019, as well as at BNP Paribas and PGIM Investments in prior roles. HFM Investment Advisors is a seven-advisor team managing approximately $404 million for around 532 clients, serving individual investors and employer plan sponsors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan services, frequently utilizing third-party subadvisors such as GeoWealth and Betterment to assist clients with portfolio allocation and account management.

David Koehler is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Eagle Wealth Strategies. His previous experience includes roles at Janney Montgomery Scott and Raymond James Financial Services. He is a board member of the South Jersey Young Professionals Associates, a nonprofit organization supporting local South Jersey nonprofits. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamental analysis-driven investment process with diversified model portfolios and offers comprehensive wealth management, financial planning, and consulting services.

Erin Mcclain is a CFP® with 12 years of industry experience, currently serving at Clark Asset Management, LLC. Prior to joining Clark Asset Management, Erin worked at several firms including The Vanguard Group and MyCIO Wealth Partners. Outside of financial advising, Erin works as a regional sales manager and independent contractor, assisting local businesses with payment processing and related services. Clark Asset Management provides wealth management and financial planning services to individual and high-net-worth clients, focusing on passive investment strategies using index funds and ETFs, with comprehensive planning that includes retirement, tax, risk management, and estate considerations.

Howard Verfaillie Jr. is a financial advisor at Victory Wealth Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2023, alongside his long-term role at Victory Asset Management Co. Inc. since 1995. Outside of his advisory work, he is involved in non-investment business activities including co-ownership in a separate business entity. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach integrates momentum and fundamental analysis with quantitative screening and fiduciary scoring, offering discretionary and non-discretionary management across mutual funds, ETFs, and model allocations.

Andrew Johnston is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth CMT and Hightower Advisors. Johnston is currently affiliated with Victory Wealth Partners, a DBA for LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Frank Mazzuca is a financial advisor at United Capital Financial Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Apexium Financial LP and WealthFD, as well as academic appointments at Saint Joseph's University and St. Augustine Prep. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates an affiliated network of legal, trust, lending, and advisory entities.

Jack Carini is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at IAMS Wealth Management since 2017 and previously at Foresters Equity. Carini also owns Carini Financial, where he provides insurance and investment planning services and conducts educational meetings for investment adviser representatives. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing both proprietary and third-party model portfolios with an asset-allocation approach.