Benjamin Ott is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2010 to 2017. Outside of his advisory role, he owns a rental property that is professionally managed. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including internally sponsored ETFs.

Nicholas Carini is a financial advisor with IAMS Wealth Management, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at IAMS Wealth Management since 2018 and previously at Foresters Equity Services from 2014 to 2018. Outside of his advisory role, he owns a real estate firm, Hawk Realty, LLC. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management using proprietary and third-party model portfolios and a diversified asset-allocation approach.

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.

Ronald Holmes is a financial advisor with Calton & Associates, Inc. in Vineland, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Calton & Associates since 2004 and has also been involved with BTS Asset Management, Holmes Financial Services, REM Group, and Amway Corporation throughout his career. Outside of advisory work, he is a soccer referee and participates in tax planning and mortgage consulting through a separate business. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both advisory and brokerage services, tailoring investment recommendations based on client goals and risk tolerance, and operates multiple program structures including firm-managed wrap programs and separate account platforms.

Jerry Everwine is a financial advisor with Calton & Associates, Inc. in Vineland, NJ, holding a Series 66 designation and 53 years of industry experience. He has been with Calton & Associates since 2004 and has worked as a self-employed advisor since 1989. Outside of advisory activities, he is involved in income tax preparation and owns an insurance services business specializing in life, health, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm offers tailored investment recommendations through multiple program structures, including firm-managed wrap programs and separate accounts, using various analytic strategies.

Nicholas Greco is a CFP®-credentialed financial advisor at Facet with four years of industry experience. He previously worked at The Vanguard Group, Inc. and Morgan Stanley. Outside of advisory roles, he operated a pressure washing and property services business for six years. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services without charging percentage-of-AUM fees. The firm uses a holistic financial planning framework and discretionary asset allocation programs primarily involving ETFs, serving approximately 14,700 members with $7.6 billion in discretionary assets under management.

James Workman is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Concourse Financial Group Securities (formerly ProEquities, Inc.) from 2008 to 2022 and operates Workman Financial Services as an investment-related side business. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1.1 billion for more than 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily delivering non-discretionary advice and employing a mix of fundamental, technical, and qualitative analysis in portfolio management.

Daniel Anderson is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Primerica Advisors and has prior experience at Park Avenue Securities, Guardian Life Insurance Company, and TNGC Philadelphia. He is also involved in offering insurance products outside of Guardian Life. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, providing both brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms.

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® with 32 years of experience in the financial industry. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2002. Outside of his advisory role, he provides tax preparation services and serves as a trustee of Liberti Church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and wholly owned by The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory services, utilizing both proprietary and third-party strategies.

Douglas Kramer is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Vanguard Advisers and MassMutual Life Insurance Company. Kramer previously worked in diverse fields, including education at West Chester University and managing a family business, Blueberry Bill Farms LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a wide client base, managing over $200 billion in assets. The firm provides a comprehensive adviser-support platform with a variety of managed-account programs and access to third-party asset managers.

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 one year 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 Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, featuring 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 22 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and managed account 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 with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 credentials and 11 years of industry experience. His prior roles include seven years at Lincoln Financial Advisors and positions at Capital One Advisors, Capital One Investing, and Wilmington Trust Company. He is also a silent owner of a retail tanning business in Sewell, NJ. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations with a range of advisory and portfolio management services.

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 in Vineland, NJ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at PNC Investments, Bank of America, Merrill, Axcel Capital Group, and Philadelphia Investors. Outside of finance, he has been involved in assistant therapy staffing with National Charter School Services. PNC Wealth Management provides retail brokerage and advisory services, including a model‑based digital investment program available by invitation to employees with online banking credentials. The firm employs algorithm-driven portfolio strategies managed or approved by PNC and third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

Glenn Wiener is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 designations and bringing 27 years of industry experience. He previously worked at Prudential Investment Management Services LLC and Prudential Insurance Company of America from 2011 to 2022. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.