Theodore Lauzen is a financial advisor at Grey Fox Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs and Nimbly, LLC. Lauzen served in the United States Marine Corps for ten years before transitioning to the financial sector. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension advisory services. The firm uses a model-based, customized investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Wayne Wagner Jr. is a ChFC®-designated financial advisor with 30 years of industry experience, currently with WealthPlan Investment Management LLC. His prior experience includes long tenures at LPL Financial and Securities America Inc. Wagner serves on the advisory board of the Sovereign Grace Church Marlton nonprofit and hosts the Envizion More Podcast, which covers topics ranging from investing to life. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing over $2 billion in assets. The firm provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, and institutional clients, employing model-based strategies and offering both discretionary and non-discretionary solutions.

Diane Taylor is a financial advisor with LPL Financial and holds a Series 65 designation. She has 21 years of industry experience and has worked at Victory Wealth Partners since 2002. In addition to her advisory role, she is involved with Kelly & Taylor, PC, a tax preparation and accounting firm where she has worked since 1983. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Steffanie Lerch is a CFP® with 20 years of experience in financial services. She is currently with Eagle Wealth Strategies, where she has worked since 2023, and previously spent over a decade at Raymond James Financial Services Advisors, Inc. Outside of her advisory role, she is involved in insurance sales and owns Aerie Tax & Advisory, LLC, a tax and accounting services firm. 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 using diversified model portfolios and offers comprehensive wealth management, financial planning, and consulting services.

Lauren Mance is a CFA® charterholder with one year of industry experience, currently serving as an advisor at RiversEdge Advisors. Her prior roles include positions at Great Gray Trust Company and Wilmington Trust. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory and primarily implements strategic asset allocations with ETFs, supported by technology and platform integrations to monitor client strategies.

Christopher Tully is a CFP® professional with 20 years of experience in financial advisory services. He is currently with Eagle Wealth Strategies, where he has worked since 2015, following prior roles at Raymond James Financial Services from 2007 to 2023. Outside of his advisory work, he serves on the board of the Boys & Girls Clubs of Gloucester County, NJ, and owns a tax and accounting services firm, Aerie Tax & Advisory, LLC. 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 using diversified model portfolios with a long-term focus, supplemented by an independent third-party consultant, and offers comprehensive wealth management and financial planning services.

Catherine Allen Carlozo is a Certified Financial Planner® with over 31 years of industry experience. She is currently with HFM Investment Advisors, LLC, where she has worked since 2018. Her prior experience includes roles at M Financial Planning Services, Inc and LPL Financial LLC. HFM Investment Advisors serves individual clients, business owners, and employer-sponsored retirement plans by providing discretionary portfolio management, comprehensive financial planning, and fiduciary services. The firm employs multiple service models tailored to client needs and utilizes third-party subadvisors and technology platforms for investment implementation and account management.

Andrew Rosen is a CFP® with 22 years of industry experience, currently serving at Diversified, LLC. He has held roles at Purshe Kaplan Sterling Financial and Securities Service Network prior to his current position. Outside of his advisory work, Rosen is involved in several related business ventures including partnerships in insurance and tax services firms, as well as a leadership role in an accounting entity. Diversified, LLC provides comprehensive investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and leverages third-party managers and platforms to tailor asset allocation and diversification strategies according to client goals and risk tolerance.

Jarrett Morris is a financial advisor at RiversEdge Advisors with 20 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Purshe Kaplan Sterling Investments and Blue Rock Financial Group. He is a co-founder and Chief Compliance Officer of RiversEdge Advisors and a partner at RiversEdge Business Solutions dba RiversEdge Tax & Advisory. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a modern portfolio theory approach, primarily implementing ETF-based strategic asset allocations with rebalancing and may recommend independent managers for client portfolios.

Michael Fisher is a CFP® professional with 22 years of experience in financial advising. He is currently with Diversified, LLC and has previously worked at Lincoln Investment Planning, Inc. and Securities Service Network, LLC. Outside of advising, he serves on the board of directors and oversees operations at Diversified Insurance, LLC. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm offers a multi-tiered planning process, discretionary and non-discretionary portfolio management, and utilizes third-party managers and platforms to tailor strategies to clients’ objectives and risk tolerances.

Monique Holloway is a CFP® and holds a Series 65 license with 11 years of industry experience. She currently works at AMC Wealth Management, LLC and was previously with Third Sigma Investment Advisors LLC for nine years. AMC Wealth Management, LLC is a team-based, state-registered advisory firm serving individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets and employs a strategic asset-allocation approach using exchange-traded funds and mutual funds, offering financial planning both as a complement to managed accounts and on an hourly basis.

Kevin Dombrowski is a Series 65-licensed advisor at Grey Fox Wealth Advisors, LLC with eight years of industry experience. He previously worked at Morningstar, Inc. and MainLine Private Wealth, LLC before joining Grey Fox Wealth Advisors in 2020. Outside of advisory services, he is a Partner at Grey Fox Capital, LLC, a private equity firm focused on Opportunity Zone investments. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension consulting. The firm employs a model-based, academic investment approach using low-cost mutual funds and ETFs, with flexibility for customized allocations and alternative investments.

David Leone is a CFP® certificant with 11 years of industry experience. He is currently with Forefront and previously worked with firms including Halpern Financial, Inc. and Pacific Life Insurance Company. Leone is also the owner of Leone & Company Wealth Management, a comprehensive financial planning business operating through Forefront Advisor Network. Forefront Wealth Partners is a registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm provides discretionary investment management, comprehensive financial and estate planning, and offers cash-management solutions along with access to third-party managers and turnkey asset management platforms.

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.

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.

John Buoni is a financial advisor at Sovereign Financial Group, Inc. in Wilmington, Delaware, holding the ChFC® designation and Series 66 license with 28 years of industry experience. He previously worked at Janney Montgomery Scott LLC for 17 years before joining Sovereign Financial Group in 2023. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm employs a long-term investment approach using diversified mutual funds and ETFs, complemented by tactical reallocations and independent managers, and operates the Align Alternative Access Fund for alternative strategies.