John Parise is a financial advisor at Copper Beech Financial Group, LLC in Moorestown, NJ, with 40 years of industry experience. He holds a Series 63 designation and has previously worked at American Portfolios Financial Services, Inc., Family Office Partners, Inc., and OSAIC. Outside of his advisory role, he manages a commercial real estate company and is involved in fixed life insurance businesses. Copper Beech Financial Group provides discretionary portfolio management, financial planning, family office services, and financial audits for individuals, pension plans, insurance companies, and businesses. The firm customizes investment programs based on client goals and uses quantitative optimization and third-party research, offering a range of investment vehicles and integrated family office and legal services.

Soumyadeep Sinha is a financial advisor at Friedenthal Financial, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Independence Equity, LLC before joining his current firm. Friedenthal Financial serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and corporations, providing portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm uses strategic or tactical asset allocation based on clients’ Investment Policy Statements and manages all client assets internally with a discretionary approach.

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 Financial Group, LLC with a Series 66 designation and two years of industry experience. He has worked at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of financial advising, Baldwin serves as an ice hockey official with Atlantic District Officials. Copper Beech Financial Group provides discretionary portfolio management, financial planning, and family office services to individuals, pension and profit-sharing plans, insurance companies, and business entities. The firm uses tailored portfolios based on documented client objectives and risk tolerance, implementing strategies through in-house management and third-party sub-advisers.

Robert Costello is a financial advisor at Costello Asset Management, Inc. in Huntingdon Valley, PA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Costello Asset Management since 1999. Costello Asset Management provides investment advisory services to individuals, non-profits, trusts, estates, and other business entities, offering asset management along with retirement, tax, and estate planning on a fee-only basis. The firm emphasizes asset allocation tailored to client risk tolerance through globally diversified portfolios and employs discretionary management with regular client reviews and reporting.

Mark Ghazal is a financial advisor at Orion Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and Morgan Stanley in various capacities. Outside of his advisory role, he holds a minority ownership interest in a family-operated travel agency. Orion Financial Advisors is a state-registered investment adviser providing discretionary wealth management to individuals, trusts, and estates. The firm primarily manages portfolios with low-cost ETFs and mutual funds, applying fundamental analysis and Modern Portfolio Theory to build diversified, goal-oriented portfolios.

Linda Massey is a financial advisor with Massey Morgan Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. She is also the owner of Massey Morgan Financial Solutions, LLC, an insurance sales and services business in Medford, NJ, where she spends approximately half of her professional time. Massey has been affiliated with Massey Morgan Wealth Management since 2012 and TZM Management, LLC since 2011. Massey Morgan Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing financial planning and advisory services focused on financial objectives, cash-flow management, tax, retirement, and education planning. The firm acts primarily as an advisor and facilitator, referring clients to third-party money managers rather than managing portfolios in-house.

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.

Sean Cooney is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. He has been a principal at Cooney Financial Advisors, Inc. since 2008 and is also a partner in the Certified Public Accounting firm Rosenberg, Smith, Cooney & Migliore PC. Cooney Financial Advisors is a fee-only firm that provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset allocation strategy focused on globally diversified, index-based ETFs and primarily invests through no-load or low-load mutual funds and ETFs, with a significant portion of assets managed on a non-discretionary basis.

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.

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.

Daniel Glod is a CFP® and ChFC® with 23 years of industry experience. He is currently with Stone Fortress Wealth Strategies and has previously worked at firms including TIAA-CREF, Coventry First, LLC, and High Speed Alliance LLC. In addition to his financial advisory roles, he owns and manages an auto repair business. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans, using a long-term investment approach that incorporates fundamental analysis, low-cost funds, and selective use of derivatives in customized portfolios.