Jerry Glasser is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Lincoln Investment prior to his current roles. Glasser is also the owner of Guardian Path Wealth Management LLC, a marketing business related to his Lincoln Investment activities. 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, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and an in-house investment management and research team.

Matthew Dansker is a financial advisor with Capital Analysts in Moorestown, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Lincoln Investment, Merrill, and A. G. Edwards & Sons, Inc. over the course of his career. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jerry Braatz is a financial advisor at Pine Valley Investments with two years of industry experience. Prior to joining Pine Valley, he worked for eight years at Holman Automotive Group. He holds Series 63 and Series 65 designations. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses fundamental, technical, and quantitative analysis to tailor portfolios and also manages private funds and allocates assets to pooled and private equity vehicles.

Leonard Rizzotti is a CFP® with 42 years of industry experience, currently serving at Capital Analysts in Horsham, PA. He has been with Lincoln Investment Planning, Inc. since 2004. Rizzotti is also a board member of the PSADA Foundation, a nonprofit organization where he provides investment recommendations for the foundation's scholarship mutual fund portfolio without compensation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and in-house investment management using a proprietary mutual fund screening process.

Frances Nicoletti is a financial advisor at McAdam LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014, previously employed at Purshe Kaplan Sterling Investments from 2014 to 2020. Outside of her advisory role, she coaches soccer at Rutgers-Camden. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Thomas Monahan is a financial advisor at BCG Securities, Inc. with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with BCG Securities since 2007. Outside of finance, he owns and manages Max's Cafe in Gloucester City, New Jersey, and serves as president of the Hearth Community Fund, a nonprofit supporting low-income communities, as well as president of the Gloucester City Business Association. BCG Securities serves institutional retirement plans and individual clients with portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and uses a range of third-party managers and analyses to support non-discretionary advisory strategies.

Chad Polin is a financial advisor with Kingswood Wealth Advisors, LLC, and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has previously worked at firms including Truist Advisory Services, LPL Financial, and Cetera Investment Services. Outside of his advisory role, he serves as an assistant football coach for a high school freshman team and is involved in volunteer recordkeeping. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized investment advice on both discretionary and non-discretionary bases through an open-architecture platform and integrates insurance-linked account management alongside traditional portfolio management and financial planning services.

Michael Carberry is a financial advisor at Integrity Advisory Solutions with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial, Gladstone Wealth Partners, Oppenheimer, Morgan Stanley, and Wells Fargo Clearing. Carberry has also provided investment advisory services through independent advisory firms associated with Gladstone Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing fundamental and technical analysis alongside various asset-allocation strategies.

Mark Frombach is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been with Roffman Miller Associates Inc. since 2006. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a committee-based investment approach focused on long-term objectives, diversification, and fundamental research, managing approximately $2.9 billion across about 1,560 client relationships.

Marc Leven is a CFP® with 15 years of industry experience, currently serving at Aprio Wealth Management, LLC. He previously worked at UBS Financial Services for seven years before joining Aprio in 2019. Outside of his advisory role, he is a partner at Griffen Avenue Ventures, a venture capital and banking partnership. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, employing asset allocation along with various trading techniques and offering access to sub-advised strategies and private investments. The firm is noted for its affiliation with a third-party administrator/pension consulting business and serves as a 3(21) adviser with approximately $1.57 billion in assets under advisement.

Theodore Beringer is a financial advisor at BC Advisors, LLC with 52 years of industry experience. He has been associated with MAFG RIA Services, Inc. since 1992 and The Mid-Atlantic Companies, Ltd. since 1980. In addition to his advisory role, he is a partner in Strategic Business Advisors, focusing on investment banking and mergers and acquisitions, and serves on the board of directors for Sloan Valve Company. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to a diverse client base including individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a fundamental analysis approach complemented by charting and cyclical analysis, offering a broad range of investment strategies and conducting ongoing due diligence and quarterly reviews.

Alani Sewell is a financial advisor at Capital Analysts with 17 years of industry experience. She holds the Series 66 designation and has worked with Lincoln Investment Planning, Inc. since 2009, following a year at Ameriprise. 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 and retirement-plan advice through a nationwide network of independent advisors and employs both discretionary and non-discretionary investment management approaches.

Lori Campbell is a financial advisor at Capital Analysts with 40 years of industry experience. She holds a Series 63 designation and has worked with Lincoln Investment Planning, Inc. since 2008, as well as the Thomas Seely Agency since 1983. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Diane Hartz is a financial advisor with Capital Analysts in Marlton, NJ, holding a Series 63 designation and 36 years of industry experience. She previously worked at Lincoln Investment for nine years and Legend Equities Corporation for fourteen years. 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 through both discretionary and non-discretionary approaches, utilizing a proprietary mutual-fund screening process and a nationwide network of independent advisors.

James O'Donoghue is a financial advisor with BCG Securities, Inc. He holds the Series 66 designation and has 16 years of industry experience. He has worked at BCG Securities since 2015 and also with Horace Mann Companies since 2019. Outside of his advisory work, he occasionally drives for Lyft, providing rides to friends and commuters. BCG Securities serves institutional retirement plans and individual clients, typically those with accounts over $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes developing written investment policy statements and tailoring advice to client goals, often through non-discretionary management.

Brian Biehl is a CFP® professional with 34 years of industry experience, currently serving at Capital Analysts. His prior roles include positions at Lincoln Investment, Questar Asset Management, Meeder Advisory Services, Merrill, Wells Fargo Clearing, and Icon Advisers. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.

Jeffrey Peng is a CFA® charterholder based in Philadelphia, PA, with 18 years of industry experience. He has been with 1919 Investment Counsel, LLC since 2007. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and integration with its parent company, Stifel Financial Corp.

James Silvagni is a financial advisor at Advisor Share Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at GWN Securities, Inc., Equity Services Inc, and National Life Group. Outside of his primary role, he is involved with several ventures including an informational website on retirement topics and a federal retirement education initiative. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and institutional plans. The firm employs third-party sub-advisers and model portfolios, provides alternative and private investment options, and supports clients on both discretionary and non-discretionary bases.

Kyle Webster is a CFP® with 13 years of industry experience, currently serving at Capital Analysts since 2020. His prior roles include positions at Lincoln Investment, Ascensus LLC, and THE Vanguard Group, Inc. Capital Analysts provides investment advisory services to a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary approaches, leveraging an in-house Investment Management & Research team and proprietary screening processes.

Martin Moyers is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Roffman Miller Associates Inc since 2020 and previously held roles at PNC Wealth Management and Charles Schwab Bank. Based in Philadelphia, PA, Moyers holds the Series 63 and Series 65 licenses. Roffman Miller Associates serves individual and high-net-worth clients along with retirement plans, trusts, estates, charitable organizations, and corporations, generally focusing on accounts at or above $1,000,000. The firm employs a team-oriented investment approach with an active Investment Committee, emphasizing long-term objectives, diversification, and fundamental security selection.