Nicholas Carini is a financial advisor at IAMS Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked with IAMS Wealth Management since 2018. Prior to this, he was with Foresters Equity Services from 2014 to 2018 and operates Carini Financial, a separate advisory business. Outside of advisory work, he owns a real estate firm, Hawk Realty, LLC. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and business entities. The firm offers discretionary portfolio management using proprietary and third-party models, ERISA 3(21) plan services, and standalone financial planning, employing a range of investment instruments including equities, ETFs, fixed income, and structured products.

Gary D'alessio Jr. is a financial advisor at Verity Asset Management with five years of industry experience. He holds a Series 65 credential and has a background in law enforcement, including roles with the Burlington County Prosecutor's Office and the Cherry Hill Police Department. Outside of his advisory role, he is involved in several business activities, including partnerships in insurance agencies and ownership of a merchant services company. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Bryan Faller is a financial advisor at Capital Analysts with 12 years of industry experience. He holds a Series 66 designation and has worked at Capital Analysts, The Faller Company, and Lincoln Investment Planning since 2014. Outside of his advisory role, he is involved in fine art sales through Faller Arts LLC, serves on the board of the True Women's Center, and holds trustee and management roles with art and nonprofit organizations. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house discretionary management and advisor-led non-discretionary strategies, supported by a proprietary mutual-fund screening process and institutional relationships.

Ronald Holmes is a financial advisor with Calton & Associates, Inc. in Vineland, NJ, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Calton & Associates since 2004 and has prior experience with BTS Asset Management, Holmes Financial Services, REM Group, and Amway Corporation. Outside of his advisory role, he is involved in tax planning and preparation through Strategic Tax Planning, acts as an independent sales representative in telecommunications and energy sectors, and serves as a soccer referee. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, combining direct account management with third-party money manager recommendations, using varied analytical approaches and providing access to alternative investment strategies when appropriate.

Jerry Everwine is a financial advisor at Calton & Associates, Inc. with 53 years of industry experience. He holds a Series 66 credential and has been with Calton & Associates since 2004. He also operates as a self-employed advisor and is involved in tax preparation and the sale of life, health, and long-term care insurance. Calton & Associates serves individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a range of analytical approaches and a platform that includes direct management and third-party money managers.

Nicholas Greco is a CFP® and Series 66-registered advisor with four years of industry experience. He is currently with Facet and previously worked at The Vanguard Group, Inc., Morgan Stanley, and The Wolk Law Firm. Outside of finance, he operated Greco Pressure Washing & Property Services for six years. Facet Wealth offers subscription-based financial planning and discretionary investment management to a broad range of individual clients. The firm emphasizes technology-driven, model-based asset allocation primarily using ETFs and provides comprehensive planning services through remote channels.

Daniel Peretti Jr. is a financial advisor with Capital Analysts, holding a Series 66 designation and eight years of industry experience. He has worked with Allen & Associates, Lincoln Investment, and CRF Advisors, Inc. In addition to his advisory work, he serves as a member of the Board of Commissioners for the Vineland Housing Authority, a nonprofit organization. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, customized advisor-managed portfolios, access to third-party managers, and retirement plan advice, utilizing both discretionary and non-discretionary investment management approaches.

Daniel Anderson is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. He has worked at Park Avenue Securities since 2020 and has held positions at Guardian Life Insurance Company and TNGC Philadelphia. Anderson is also involved in selling insurance products outside of Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client services through a combination of advisor-led discretionary management, model-based strategies, and a digital advisory solution.

Ian Klinger is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and eight years of industry experience. His career includes roles at LPL Financial, Ameriprise, Guardian Life Insurance Company, Park Avenue Securities, and PwC. Outside of his advisory work, he is involved with tax preparation and accounting services through IPP Tax & Accounting Services, LLC and Liberty Point Accounting & Tax Services. Independent Advisor Alliance serves a diverse client base, including high-net-worth individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a combination of discretionary and non-discretionary portfolio management strategies and leveraging technology platforms to support comprehensive wealth management.

Matthew Purzycki is a CFP®-designated financial advisor with 32 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2002. In addition to his advisory role, he provides tax preparation services and serves as a trustee of Liberti Church. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides tailored client relationships through various proprietary and third-party platforms.

Daniel Kiefer is a financial advisor with TD Private Client Wealth LLC, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. His work history includes roles at TD Bank N.A., Cetera Advisor Networks LLC, UPS, Summit Financial Group, Inc., and Summit Brokerage Services. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm utilizes a blend of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering portfolio management, financial planning, and custody services through established technology and custodian platforms.

Jason Reeves is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, W.L. Gore & Associates, Siemens Healthineers, and Kuraray America Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select retail clients. The firm delivers services through an integrated model linked with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Erin Mendez is a CFP® professional affiliated with Independent Advisor Alliance, LLC and LPL Financial, with 20 years of experience in the financial services industry. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, she serves as an assistant at T&F Camera Shop. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm utilizes both discretionary and non-discretionary management, employs various investment strategies, and integrates technology platforms for asset aggregation and estate planning.

Charles Morlock is a financial advisor at Citizens Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade Investment Management, Charles Schwab, and Ameriprise. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates both discretionary and non-discretionary investment programs and is wholly owned by Citizens Bank, N.A.

Marc Turzo is a financial advisor at Empower Advisory Group with 28 years of industry experience. He previously worked at Lincoln National Life and Lincoln Financial Advisors Corporation from 2010 to 2024. Outside of his advisory role, he is the owner of a property management business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Christopher Stief is a financial advisor at Steward Partners Investment Advisory, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Lincoln Financial Advisors, Capital One Advisors, and Wilmington Trust Company. Outside of advising, he is a silent owner of a retail tanning business in Sewell, NJ. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, institutions, and charitable organizations with a range of investment advisory and financial planning services. The firm offers both discretionary and non-discretionary portfolio management through proprietary solutions and third-party manager selections.

Bryan Minerva is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2019. Prior to his finance career, he was employed at Wine Warehouse and Shoprite. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Marc Eisen is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 17 years of industry experience. His previous roles include positions at Merrill Lynch, Bank of America, and Axcel Capital Group. Outside of his advisory work, he serves as an assistant in therapy staffing at National Charter School Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and discretionary management with mutual funds and ETFs.

Glenn Wiener is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes over a decade with Prudential Investment Management Services and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

James Workman is a financial advisor with SPC in Mantua, NJ, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Concourse Financial Group Securities (fka ProEquities, Inc.) for over a decade and operates Workman Financial Services as an investment-related business. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs with custody and execution services primarily through Fidelity/NFS.