Richard Weidner is a financial advisor at Financial Planning Services with 14 years of industry experience and has been with the firm since 1981. He holds a management role in a home repair company called Capstone Property Management, dedicating a few hours weekly to its operations. Financial Planning Services provides portfolio management and financial planning primarily to individual clients, focusing on non-discretionary investment strategies tailored to income needs, tax considerations, and risk tolerance. The firm manages approximately $48.5 million for a small client base and operates with a two-advisor team.

Mark Finelli is a financial advisor at Family Wealth Partners LLC with 25 years of experience. He holds a Series 66 designation and has worked at institutions including Bank of America and Merrill. Outside of financial services, he is the owner of Laura Sportfishing, a charter fishing business, and volunteers as a coach in Medford, NJ. Family Wealth Partners provides discretionary wealth management to individuals, trusts, estates, and small businesses, managing approximately $131 million across about 222 client relationships. The firm employs proprietary model portfolios alongside independent managers, utilizing both fundamental and technical analysis in its investment approach.

Frederic Wheeler is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Friedenthal Financial, LLC. He has been with Friedenthal Financial since 2010 and also operates Wheeler Enterprises, LLC, where he works as a consultant outside of trading hours. Friedenthal Financial, a team-based firm, manages approximately $174 million in discretionary assets and serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and retirement-plan advisory services, employing both strategic and tactical asset allocation approaches tailored to each client’s Investment Policy Statement.

Cody Baldwin is a financial advisor at Copper Beech Family Office with a Series 66 designation and three years of industry experience. He has held roles at OSAIC, American Portfolios Financial Services, Inc., and Copper Beech Financial Group. Outside of his advisory work, Baldwin serves as an ice hockey game official with Atlantic District Officials. Copper Beech Family Office provides discretionary portfolio management, financial planning, and family office services to individuals, high-net-worth families, pension and profit-sharing plans, corporations, and insurance-related clients. The firm uses customized investment strategies and offers comprehensive family office services including succession planning and insurance audits.

Linda Massey is a financial advisor with Massey Morgan Wealth Management, LLC in Medford, NJ. She holds a Series 65 designation and has four years of industry experience. In addition to her advisory role, she owns and operates Massey Morgan Financial Solutions, LLC, where she spends approximately half of her time on insurance sales and services. Massey Morgan Wealth Management refers individuals, retirement plans, trusts, estates, and charitable organizations to third-party money managers while providing financial planning and consulting services. The firm acts as a liaison to outside managers, assists with paperwork, and reviews statements, offering financial consulting on a limited engagement basis without directly managing assets.

Claudia Saia is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Friedenthal Financial, LLC. She has been with the firm since 2018, with a brief period of unemployment in 2021. Friedenthal Financial serves individual and high-net-worth investors, as well as pension plans, charitable organizations, and corporations, providing portfolio management, financial planning, and retirement-plan advisory services. The firm manages all client assets internally using tailored strategic or tactical asset allocation approaches and oversees approximately $174 million in discretionary assets.

Louis Fevrin is a financial advisor at Legacy Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sturdivant & Co., Inc. and Allstate Insurance Co. Outside of advisory work, he owns and operates an insurance agency, coaches CrossFit, and runs a streaming business. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including state and municipal government entities. The firm employs a long-term, global macro asset-allocation strategy using quantitative and fundamental analysis across a wide range of investment instruments.

Joseph Mcbride is a CFP®-certified financial advisor with 42 years of industry experience. He is currently affiliated with OSAIC and has prior experience at FSC Securities Corporation and Strategic Financial Advisors Corporation, where he has held various financial advisory roles since 1990. In addition to his advisory work, Mcbride operates a sole proprietorship as an insurance producer specializing in life insurance, long-term care, and fixed annuities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Nicholas D’auria is a financial advisor with Tandem Investment Partners, LLC, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Tandem, he worked at Walgreens for nine years. Tandem Investment Partners is a registered investment adviser managing approximately $200 million across individual, institutional, and retirement plan clients. The firm employs a combination of fundamental and quantitative analysis alongside modern portfolio theory and utilizes derivatives strategies, such as option writing, for select high net worth clients.

Sean Cooney is a CFP® with 12 years of industry experience and is a principal at Cooney Financial Advisors Inc, where he has worked since 2008. He also has a concurrent role at Rosenberg, Smith, Cooney & Migliore Pc since 2006. Cooney Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with financial planning, investment management, and pension consulting. The firm employs a fee-only model, emphasizing tactical asset allocation through globally diversified, index-based ETFs and model portfolios, with a focus on non-discretionary management and pension administration services.

Andrew Leithe is a CFP® with 14 years of experience in the financial services industry, currently serving as CEO and President of Strategic Financial Advisors Corporation. He has held roles at OSAIC since 2023 and Strategic Financial since 2016. Outside of his advisory work, Leithe is co-treasurer of the Rumson PTO. Strategic Financial provides comprehensive and modular financial planning for individuals, trusts, estates, plans, corporations, and business owners. The firm emphasizes planning and advice without managing client portfolios or charging AUM-based fees, using a fixed-price and hourly billing model and offering a business-owner and specialty planning focus.

Levi Donohue is a financial advisor at Sound Wealth LLC in Marlton, NJ. He holds a Series 65 designation and joined the firm in 2025. His prior work experience includes roles outside the financial industry, such as positions at Cava and Chipotle. Sound Wealth LLC is a fee-only registered investment adviser serving individuals, employer plan sponsors, and business clients. The firm uses a modern portfolio theory-based investment approach, combining passive and active strategies with factor-based tilts, and integrates planning with portfolio oversight.

Kiersten Montenero is a financial advisor at MK3 Wealth LLC with a Series 65 designation and one year of industry experience. Prior to joining MK3 Wealth, she was involved with Gilded Raven Games, LLC for three years and has work experience dating back to 2013 in educational roles at Rutgers University and Cherokee High School. MK3 Wealth LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, non-profits, and small businesses. The firm customizes asset allocation using in-house model portfolios and independent managers, utilizing both fundamental and technical analysis for investment decisions.

Thomas Cooney is a CFP® with 35 years of industry experience and has been with Cooney Financial Advisors, Inc. since 1987. He was a partner at the CPA firm Rosenberg, Smith, Cooney & Migliore PC, where he retired in 2016 but continues to provide limited accounting services. Cooney Financial Advisors is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $43.7 million in client assets using a tactical asset allocation strategy focused on globally diversified, index-based ETFs and mutual funds, with a notable integration of accounting and pension consulting services.

Theodore Massaro is a ChFC® with 48 years of experience in the financial services industry. He has been with M Financial Planning Services, Inc. since 2004 and also maintains longstanding roles with Asset Management Assoc. of Medford Inc, LPL Financial LLC, Security Mutual Life, and Phoenix Mutual Life Insurance. M Financial Planning Services focuses on standalone financial planning and consulting for individual and high-net-worth clients, offering tiered subscription-based and fixed-fee engagements without providing investment management services directly.

Hi, I'm Matt Reakus, the founder of Sound Wealth in Marlton, New Jersey. I'm a Christian, husband to an amazing wife and father of four, and I focus on business owners, families with a lot of moving parts, and people getting close to retirement. I started Sound Wealth in 2021 after rebuilding my practice around biblical stewardship. We handle financial planning and investment management at Sound Wealth, and tax preparation and year-round tax planning through our affiliated firm, Sound Tax, so the person who knows your plan is also looking at your tax return. I hold the CFP®, CKA®, CEPA and EA designations, which cover comprehensive financial planning, biblical stewardship and business exit planning at Sound Wealth. As an Enrolled Agent, I handle tax preparation and IRS representation through Sound Tax. I earned my Bachelor of Science at Stockton University, and I also teach biblical financial courses. I work with clients nationwide, meeting virtually or in person at our Marlton office. Outside the office you'll find me coaching my kids' sports and spending time with my family. Sound Wealth LLC is a state-registered investment adviser. Advisory services are offered only where Sound Wealth LLC is registered or exempt from registration. Registration does not imply a certain level of skill or training. Tax services are provided by Sound Tax LLC, an affiliate under common ownership that does not provide investment advice.

Francesco Spezzano is a financial advisor at Integrity Alliance, LLC with 51 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Lion Street Financial and The Leaders Group Inc, and he has owned and operated Irus Advisory Corporation since 1992. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various investment approaches and custodial platforms.

Thomas D'auria is a CFA® charterholder with 14 years of industry experience. He has been with Tandem Investment Partners, LLC since 2014. Tandem Investment Partners is a registered investment adviser managing approximately $200 million for individuals, small institutions, and retirement plans. The firm offers personalized discretionary portfolio management and non-discretionary retirement plan advisory services, utilizing a combination of fundamental and cyclical analysis alongside a proprietary quantitative model and modern portfolio theory.

Susan Egan is a financial advisor with Woloshin Investment Management, LLC, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Woloshin Investment Management since 2006. Outside of her advisory role, she manages Eagle Manor Farm, a business focused on nursery products. Woloshin Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, foundations, retirement plans, and corporations. The firm employs strategic asset allocation through four model portfolios and combines fundamental, cyclical, and technical analysis in security selection, managing approximately $180 million in client assets across about 361 relationships.

Edward Garruto is a CFP® and Series 66 licensed advisor with M Financial Planning Services, Inc. in Marlton, NJ. He has 14 years of industry experience and has been with M Financial Planning Services and LPL Financial LLC since 2011. M Financial Planning Services offers standalone financial planning and consulting for individual and high-net-worth clients, focusing on estate, retirement, college, and insurance planning. The firm operates on a planning-only model with fixed, hourly, and subscription fees rather than managing assets directly.