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.

I’m Matthew Reakus, a Christian, father of three, husband to an amazing wife, and a dedicated financial planner passionate about helping families thrive financially. As the owner of Sound Wealth, I work with individuals, families, and business owners to simplify their financial lives, all through the lens of biblical stewardship. I teach biblical financial courses, guiding others on how to manage their resources wisely while honoring their faith. I also find joy in coaching my kids’ sports and staying active in my community. At Sound Wealth, we focus on providing comprehensive financial planning, investment management, and tax preparation services. Our financial planning goes beyond the basics, incorporating long-term strategies that align with personal and Kingdom goals. Through biblically responsible investing, we help clients grow their wealth while ensuring their investments reflect their values. Our tax services are proactive, offering year-round planning to minimize liabilities while maximizing the potential for giving and legacy-building. In all our services, from business consulting to retirement planning, we aim to deliver clarity, confidence, and financial freedom, allowing our clients to invest in what truly matters. Whether you're seeking to plan for the future, grow your investments, or simplify your finances, we’re here to guide you every step of the way. Let's make your financial journey not just successful, but purposeful.

Susan Egan is a financial advisor at Woloshin Investment Management, LLC with 19 years of industry experience. She has been with Woloshin Investment Management since 2006 and also manages business operations for Eagle Manor Farm, a nursery products farm. Woloshin Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, foundations, retirement plans, and corporations. The firm utilizes strategic asset allocation through four model portfolios and combines fundamental, cyclical, and technical analysis in its security selection.

Kyle La Barre is a financial advisor at Hill and Labarre Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Premier Investment Services since 2021. In addition to his advisory role, Mr. La Barre is a partner in an insurance agency, Villa Texas Insurance Services, where he spends less than 10% of his time. He is also a member of the US Air Force. Hill and Labarre Wealth Management provides investment advisory services to individuals, small businesses, and retirement plans, offering portfolio management, financial planning, and business retirement plan consulting. The firm utilizes a model-based and discretionary strategic management approach, including options-based strategies, and delivers a subscription Wealth Advisory Program alongside a structured educational curriculum.

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.

Debra Gaglioti is a financial advisor at Capital Planning Associates, Incorporated with 24 years of industry experience. She holds a Series 66 designation and has worked at Capital Planning Associates since 2011, following eight years at FSC Securities Corporation. Outside of her advisory role, she is involved in managing captive insurance companies through related business entities. Capital Planning Associates serves business owners, high-net-worth individuals, and employer retirement plans by providing personalized investment counseling, portfolio monitoring, and comprehensive financial planning. The firm emphasizes pension consulting and ERISA-related services, operating primarily on a non-discretionary basis while integrating insurance and accounting expertise through affiliated activities.

Michael Pallozzi is an investment advisor representative at HFM Investment Advisors, Inc. with 24 years of industry experience. He has been associated with various entities within the HFM group since 2004. Pallozzi is also licensed as an insurance agent and is involved in insurance product sales. HFM Investment Advisors serves individual and institutional clients, providing discretionary investment management and comprehensive financial planning. The firm employs a fundamental, diversified asset-allocation approach and manages approximately $493 million with a small advisory team.

Mark Friedenthal is a financial advisor at Friedenthal Financial, LLC, holding a Series 65 designation and with 17 years of industry experience. He has been with Friedenthal Financial since 2009. Friedenthal Financial provides investment supervisory services and financial planning to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm manages client portfolios internally using both strategic and tactical asset-allocation approaches and maintains a client-specific Investment Policy Statement for each engagement.

Daniel Gordon is a financial advisor at Shaker Financial Services with 19 years of industry experience. He holds a Series 65 designation and has been with Shaker Financial Services since 2006. Shaker Financial Services provides discretionary portfolio management for individuals, families, trusts, IRAs, small-business retirement accounts, and various institutional clients. The firm specializes in globally diversified portfolios primarily composed of closed-end funds, using a quantitative “discount capture” approach to manage risk and optimize timing of trades.

Michael Woloshin is a financial advisor at Woloshin Investment Management, LLC with 45 years of industry experience. He has been with Woloshin Investment Management since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director for Advanced Educational Services and is involved in life insurance sales and trustee services for Deferred Sales Trusts. Woloshin Investment Management provides discretionary investment management and financial planning to individuals, trusts, estates, foundations, retirement plans, and corporations. The firm manages approximately $180 million in client assets through a strategic asset allocation approach using four model portfolios and combines fundamental, cyclical, and technical analysis in security selection.

Harvey Dekrafft is a financial advisor at Legacy Investment Advisors, LLC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Atlantic Equity Research, LLC and Sturdivant & Co., Inc. He has been with Legacy Investment Advisors since 2008 in various capacities. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including defined contribution plans and state and municipal government clients. The firm employs a long-term, global macro asset-allocation strategy using top-down quantitative analysis and fundamental research, managing accounts primarily on a discretionary basis.

William Small is a financial advisor with RMAS, Inc. and holds Series 63 and Series 65 designations. He has 55 years of industry experience and has worked at firms including Alden Capital Management and Capitol Securities Management. Outside of his advisory role, he is president of Kings Management Company, where he is involved in insurance sales and estate work. RMAS, Inc. provides discretionary investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $81.7 million across about 98 client accounts, using fundamental analysis and a mix of long- and short-term strategies tailored to clients’ objectives, time horizons, and risk tolerance.

Thomas Morgan is a financial advisor at Massey Morgan Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Massey Morgan Wealth Management since 2012. In addition to his advisory role, he is owner and partner of Massey Morgan Financial Solutions, LLC, where he is involved on a limited basis. Massey Morgan Wealth Management provides financial planning and advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm primarily acts as a liaison between clients and third-party money managers, focusing on planning and coordination rather than direct portfolio management.

Donald Hill is a Series 65-licensed financial advisor with Hill and Labarre Wealth Management, where he has worked since 2021. He has three years of industry experience and previously spent over three decades with the Southeastern Pennsylvania Transportation Authority. Outside of his advisory role, Hill serves as the General Chairman of the Brotherhood of Locomotive Engineers and Trainmen Division 71, representing commuter Locomotive Engineers in contract negotiations and arbitration. Hill and Labarre Wealth Management provides asset management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a value-oriented, primarily long-only approach supplemented by tactical and strategic asset allocation and option strategies, offering both active and passive portfolio management programs along with educational offerings.

Rachel Allison is a financial advisor at Haddonfield Financial Planning LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bank of America. Allison serves as Treasurer for the Friends of the Indian King Tavern Museum. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, trust and estate beneficiaries, retirement plans, and institutional clients, using a diversified, long-term investment approach with strategic asset allocation and discretionary management.

Shannon Mccue is a financial advisor at Philadelphia Investment Partners, LLC with 12 years of industry experience. She has held her current role since 2017 and previously worked at MyCIO WEALTH PARTNERS, LLC. Mccue holds a Series 66 designation. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, and institutional investors. The firm uses a top-down macroeconomic analysis combined with fundamental valuation and offers both diversified and customized investment strategies.

Mitchell Pinheiro is a CFA® charterholder with 41 years of industry experience. He is currently affiliated with Legacy Investment Advisors, LLC and Sturdivant & Co., Inc., where he has worked since 2019. His career includes roles at Costello Asset Management, Inc. and Wunderlich Securities, Inc. Legacy Investment Advisors provides discretionary portfolio management and financial planning to institutional and non-institutional clients, including pension plans. The firm employs a long-term, systematic investment approach centered on global macro quantitative analysis and fundamental research, with a focus on risk management and regular client reporting.

John Capasso is a financial advisor with Capital Planning Associates, Incorporated, holding a Series 63 designation and 38 years of industry experience. He has worked with FSC Securities Corp and has been associated with Capital Planning Associates since 1991, also serving as president and CEO of Captive Planning Associates LLC since 2007. Capital Planning Associates serves business owners, high-net-worth individuals, and employer retirement plans with personalized investment counseling, portfolio monitoring, comprehensive financial planning, and pension consulting. The firm operates primarily on a non-discretionary basis and incorporates insurance and accounting services alongside its investment advisory offerings.

Katie Corsetto is a financial advisor at Woloshin Investment Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has been with Woloshin Investment Management since 2015. In addition to her advisory role, she is licensed to sell life and health insurance policies. Woloshin Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, foundations, retirement plans, and corporations, managing approximately $180 million in client assets. The firm employs strategic asset allocation through four model portfolios and combines fundamental, cyclical, and technical analysis in security selection, typically managing accounts on a discretionary, wrap-fee basis.

Darin Brockman is a financial advisor at Haddonfield Financial Planning LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Campbell's Company and Puff Wealth Management LLC. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trust and estate beneficiaries, retirement plans, and other institutional clients. The firm employs a diversified, long-term, buy-and-hold investment strategy and integrates both fundamental and technical analysis in its asset management.