Stephen Schmitt Jr. is a financial advisor at Saxony Capital Management, LLC with 14 years of industry experience. He has held positions at several firms including Saxony Securities, Florida Financial Advisors, and Trinity Wealth Securities. Schmitt holds Series 63 and Series 65 designations. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers discretionary asset management alongside hourly or flat-fee planning and consulting.

Michael Applebaum is a Series 63 licensed advisor with 39 years of industry experience. He currently works at Vanderbilt Advisory Services and has prior experience at Janney Montgomery Scott. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and it offers a range of portfolio management and financial planning services alongside a unique integration with retirement-plan and benefits firms.

Susan Marino is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her prior roles include positions at Van Eck Associates Corporation and Lincoln Investment. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering both discretionary and non-discretionary portfolio management through various program types. The firm’s investment decisions are supported by an in-house research team and proprietary screening processes, with a business model that accommodates independent advisors providing outside business activities alongside advisory services.

Scott Tanker is a ChFC® with 32 years of industry experience, currently serving at Blackridge Asset Management, LLC since 2017. He has prior experience with Next Financial Group Inc and holds roles in consulting and insurance through his own entities, including merchant services consulting and pension plan consulting focused on 401(k) plans. Blackridge Asset Management provides personalized financial planning and asset management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses, utilizing a client-driven investment process with multiple custodial platforms and a multiphase due diligence approach for sub-managers.

Ryan Crooks is a financial advisor at Roffman Miller Associates Inc with 17 years of industry experience. He has been with Roffman Miller since 2007 and holds the Series 63 and Series 65 designations. Roffman Miller provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based process focused on long-term objectives, diversification, and fundamental research.

Stephen Mc Entee is a financial advisor at Capital Analysts with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Milestone Wealth Management and Lincoln Investment. Outside of his advisory role, he has experience working with Immaculata University and Pine Valley Golf Club. Capital Analysts serves a diverse client base, including individual investors, high-net-worth clients, retirement plans, trusts, and corporate entities. The firm employs an in-house Investment Management & Research team to manage discretionary and non-discretionary portfolios and offers a range of advisory services through a network of several hundred advisors.

Gregory Mikolajczak is a financial advisor with Capital Analysts in Marlton, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has longstanding roles outside his advisory work, including at Flyer's Skate Zone and Camden County College, both since the late 1990s. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, advisor-managed and custom portfolios, and retirement plan advisory services, supported by an in-house investment management and research team.

Alan Mandeloff is a CFP® professional based in Philadelphia, PA, with 31 years of industry experience. He currently works at United Capital Financial Advisors and has held prior roles at Apexium Financial LP and Citrin Cooperman & Co., where he also serves as a consultant providing tax and consulting services. United Capital Financial Advisors offers 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 approaches and operates an affiliate network that includes legal and trust services, as well as technology and sub-advisory platforms.

Scott Walden is a financial advisor at Pine Valley Investments with 11 years of industry experience. He holds Series 66 and Series 63 registrations and previously worked for Merrill from 2014 to 2023. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of analytical strategies and manages both directly held accounts and pooled investment vehicles, including affiliated private funds.

Damien Hanly is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Brite Advisors USA, Inc. and DeVere USA INC. Beacon Global Advisor Network, LLC serves individual clients across a network of about 60 independent advisors, offering discretionary portfolio management, modular financial planning, and retirement consulting. The firm specializes in tailored investment strategies using mutual funds, ETFs, equities, and fixed income, with a distinct focus on U.K. expatriates and excludes corporate or charitable organization clients.

Joseph Fishman Jr. is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently associated with Creativeone Wealth, LLC and has previously worked at firms including Changepath, LLC, Benefit Wealth Partners, and Retirement Wealth Advisors. Outside of his advisory roles, he is the owner and agent of Freedom Financial Associates, where he is involved in insurance sales. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a range of investment strategies, including proprietary ETF-based core models and boutique equity managers, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Benjamin Janssen is a CFP® professional with two years of industry experience. He currently works at Wescott Financial Advisory Group LLC and has previously held roles at BNY Mellon Wealth Management, Southern New Hampshire, Universal Health Services, Inc., and PDA. 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 that combines passive and active strategies with a tax-sensitive, disciplined process and individualized Investment Policy Statements.

Matthew Dansker is a financial advisor with Capital Analysts in Moorestown, NJ, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Lincoln Investment since 2014. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and relies on an in-house Investment Management & Research team that uses proprietary screening for investment decisions.

Jerry Braatz is a financial advisor at Pine Valley Investments with two years of industry experience. Prior to joining Pine Valley, he worked for eight years at Holman Automotive Group. He holds Series 63 and Series 65 designations. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses fundamental, technical, and quantitative analysis to tailor portfolios and also manages private funds and allocates assets to pooled and private equity vehicles.

Frances Nicoletti is a financial advisor at McAdam LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014, previously employed at Purshe Kaplan Sterling Investments from 2014 to 2020. Outside of her advisory role, she coaches soccer at Rutgers-Camden. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Thomas Monahan is a financial advisor at BCG Securities, Inc. with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with BCG Securities since 2007. Outside of finance, he owns and manages Max's Cafe in Gloucester City, New Jersey, and serves as president of the Hearth Community Fund, a nonprofit supporting low-income communities, as well as president of the Gloucester City Business Association. BCG Securities serves institutional retirement plans and individual clients with portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and uses a range of third-party managers and analyses to support non-discretionary advisory strategies.

Michael Carberry is a financial advisor with Integrity Advisory Solutions, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior work includes roles at LPL Financial, Gladstone Wealth Partners, and Oppenheimer. Carberry’s other business activities involve providing investment advisory services through independent firms affiliated with LPL Financial. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing fundamental and technical analysis, asset allocation strategies, model portfolios, and third-party platforms.

Mark Frombach is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been with Roffman Miller Associates Inc. since 2006. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a committee-based investment approach focused on long-term objectives, diversification, and fundamental research, managing approximately $2.9 billion across about 1,560 client relationships.

Marc Leven is a CFP® with 15 years of industry experience, currently serving at Aprio Wealth Management, LLC. He previously worked at UBS Financial Services for seven years before joining Aprio in 2019. Outside of his advisory role, he is a partner at Griffen Avenue Ventures, a venture capital and banking partnership. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, employing asset allocation along with various trading techniques and offering access to sub-advised strategies and private investments. The firm is noted for its affiliation with a third-party administrator/pension consulting business and serves as a 3(21) adviser with approximately $1.57 billion in assets under advisement.

Theodore Beringer is a financial advisor at BC Advisors, LLC with 52 years of industry experience. He has been associated with MAFG RIA Services, Inc. since 1992 and The Mid-Atlantic Companies, Ltd. since 1980. In addition to his advisory role, he is a partner in Strategic Business Advisors, focusing on investment banking and mergers and acquisitions, and serves on the board of directors for Sloan Valve Company. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to a diverse client base including individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a fundamental analysis approach complemented by charting and cyclical analysis, offering a broad range of investment strategies and conducting ongoing due diligence and quarterly reviews.