Richard Gaglianese is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1992 and has also been self-employed since 1989. Outside of his advisory work, Gaglianese is involved in several business ventures including ownership in a convenience store, partnership in tax preparation and rental property management firms, investment in a water ice franchise, and leadership roles in local charitable organizations including serving as board president for the Abington Police Athletic League and the Abington Township Police Foundation. Capital Analysts serves individual and institutional clients with discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary screening processes. The firm supports a network of independent advisors who may engage in various outside business activities alongside client advisory services.

Jeffrey Heppard is a financial advisor at Belpointe Asset Management LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney and Citigroup Global Markets. Heppard is also involved with Chaslyn Financial Group, providing investment advisory and insurance solutions. Belpointe serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a range of investment strategies tailored to client objectives, supported by affiliated businesses and product sponsorships.

Matthew Little is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His previous roles include positions at Merrill and Bank of America, N.A. He serves as an advisory board member for the Lakeside Home Owners Association, a nonprofit cooperative in New Jersey. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and business entities. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside actively managed funds and individual securities, tailoring portfolios to client objectives and risk profiles.

Mark Mcgaurn is a CFP® professional with 19 years of industry experience. He has been with CreativeOne Securities, LLC since 2016. Outside of his advisory work, Mcgaurn is involved in coaching wrestling. CreativeOne Securities, LLC is a multi-advisor RIA serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm provides financial planning, portfolio management, fiduciary services, and access to third-party managers through its proprietary CreativeOne Wealth platform.

Philip Comer is a CFP® with six years of industry experience currently serving at Encompass More Asset Management LLC. His prior roles include positions at Global View Capital Management, Lincoln Investment Planning, and Merrill Lynch. In addition to his advisory work, he is a full-time employee at Insurance Technologies dba Hexure, where he manages insurance application software for several carriers. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers across a range of investment options including equities, fixed income, mutual funds, ETFs, and digital asset exposures.

Nicholas Ferguson is a financial advisor at Gladstone Wealth Partners with eight years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Ferguson is also involved with Everest Wealth Partners in an investment-related role. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, corporations, pension plans, and charitable organizations. The firm operates through a network of independent adviser representatives and offers discretionary portfolio management, access to third-party managers, and ongoing financial planning and consulting services.

Juliet Mcglaughlin is a financial advisor at McAdam LLC with Series 63 and Series 65 licenses. She has been with McAdam since 2019 and also serves as an assistant swim coach at Saint Joseph's Preparatory School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and offering a range of investment strategies tailored to client objectives.

Susan Green is a CFP® professional with 10 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2013. She is based in Cinnaminson, NJ. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process, supported by an in-house research team and individualized Investment Policy Statements.

Joseph Myers is a financial advisor with Calton & Associates, Inc. in Mount Laurel, NJ, holding a Series 63 registration and 44 years of industry experience. He has worked at Calton & Associates since 2016 and owns Myers & Company, a financial advisory business. Myers serves as a board member of Exit Planning Exchange Philadelphia and is a committee member of the Union League of Philadelphia. He is also on the advisory council of the Mount America Foundation, which supports veterans and military families. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both commissionable brokerage and insurance products alongside advisory services, with investment recommendations tailored to client goals, risk tolerance, and liquidity needs.

Scott Michalek is a CFP® with 27 years of experience in the financial industry. He has been with Wescott Financial Advisory Group LLC since 1994. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies through a tax-sensitive, disciplined process.

Sherif Shaban is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 license and 14 years of industry experience. He has worked with Guardian Solutions and Mutual of Omaha since 2013. Outside of his advisory role, Shaban operates Shaban Solutions LLC, focusing on insurance services and works with various companies selling Medicare and life insurance products. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using a range of approved models and platforms.

Drew Paunil is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam since 2014 and was previously with Purshe Kaplan Sterling Investments for a decade. Paunil also owns Paunil Enterprises, through which he manages business operations and compensation. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, independent managers, and specialized strategies such as direct indexing and private investment funds.

Ronald Taraborrelli is a CFP® professional with 29 years of experience in the financial services industry. He joined Stratos Wealth Advisors LLC in 2024, following roles at The Vanguard Group and Fidelity Investments. Beyond his advisory work, he serves as Director of Finance for Filitalia International, an organization dedicated to preserving the history and heritage of the Italian-American community. Stratos Wealth Advisors provides financial planning and portfolio management services to individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients through customized and model portfolios. The firm is affiliated with SEI and offers integrated investment solutions utilizing third-party managers and a variety of platforms.

Scott Lermack is a financial advisor at Pine Valley Investments with 21 years of industry experience. He holds the Series 66 designation and has worked at Pine Valley Investments since 2020 and at TIAA since 2014. Outside of his advisory role, he is involved with Pine Valley Planning, an insurance-related business. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor portfolios and manages assets through direct management and subadvisory arrangements.

Joseph Caterina Jr. is a CFP® with 27 years of industry experience, currently serving at Capital Analysts. He has worked at Lincoln Investment Planning, Inc. since 2007. Caterina also manages a book of fixed annuity policies inherited from a retired colleague. Capital Analysts serves individual and institutional clients with a range of portfolio management and advisory services, supported by an in-house investment management team that uses proprietary screening tools and offers both discretionary and non-discretionary strategies.

Isaac Jones is a financial advisor with Pine Valley Investments in Marlton, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Odyssey Capital Advisors and Merrill. Outside of finance, he is involved in athletic training through Jones Sports Training LLC and serves on the board of Impact Services Corporation as well as on the facilities committee at Cardinal O'Hara High School. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and offers access to private funds and third-party managers, serving a diverse client base including other advisers.

Christopher Lukas is a CFP® professional with 26 years of industry experience, currently affiliated with Capital Analysts. His prior experience includes roles at Lincoln Investment, Mariner Wealth Advisors, and Msec, LLC. Outside of his advisory work, Lukas serves as Treasurer of the nonprofit Manasquan Cares, Inc. and is involved with the Caddie Scholarship committee at Spring Lake Golf Club. Capital Analysts serves a wide client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm uses an in-house investment management team that oversees discretionary model portfolios and offers various advisory solutions, combining proprietary research with access to third-party managers.

Paul Pakstis is a financial advisor with Belpointe Asset Management LLC in Haddon Heights, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Pruco Securities, Thrivent Financial, and BCG Securities. Pakstis is also involved with Chaslyn Financial Group, Inc. and Fortune Financial Services, both investment-related businesses. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Joseph Duncan is a financial advisor at Pine Valley Investments with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Pine Valley Investments since 2015. Outside of his advisory role, he owns Reaction Lacrosse, where he teaches lacrosse basics and runs camps and clinics for local youth teams. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charities, and corporations. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and serves both directly managed accounts and clients referred through Tri-Party Agreements.

Stephen Burley Jr. is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Facet and has previously held roles at The Vanguard Group, Inc. and TIAA-CREF. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm employs a holistic financial planning approach and discretionary asset-allocation programs focused primarily on ETFs, utilizing fixed subscription fees rather than percentage-of-AUM charges.