Leonard Rizzotti is a CFP® professional with 42 years of industry experience, currently serving at Capital Analysts. He has worked at Lincoln Investment Planning, Inc. since 2004. He is also a board member of the PSADA Foundation, a nonprofit organization that provides scholarships, where he offers investment recommendations for their mutual fund portfolio on a volunteer basis. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through a range of programs and emphasizes an in-house investment management team utilizing proprietary screening processes and various advisory options.

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.

Aziza El Harre Bey is a financial advisor at Capital Analysts with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Lincoln Investment, Santander Securities, Santander Bank, and Fidelity Brokerage Services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, blending in-house investment research with access to third-party managers, and offers various advisory services through a network of several hundred advisors.

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 in Fort Washington, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Truist Advisory Services and BB&T Securities. Outside of his advisory work, he serves as an assistant football coach for a high school freshman team and is involved in volunteer organization recordkeeping. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment platform with both affiliated and unaffiliated managers and supports insurance-linked account management alongside consulting services.

Michael Carberry is a financial advisor with Integrity Advisory Solutions, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, Gladstone Wealth Partners, and Oppenheimer. 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 consulting, sub-advisory programs, and client referral services, utilizing a range of asset-allocation strategies and third-party platforms.

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 with Capital Analysts, holding a Series 66 designation and 17 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2009. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team.

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 affiliated with Capital Analysts. He has been with Lincoln Investment since 2016. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and employs a proprietary mutual fund screening process called CAPSL.

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®-certified financial advisor with 13 years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2020 and previously held roles at Ascensus LLC and The Vanguard Group, Inc. in prior years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment research team and uses proprietary screening processes to inform investment decisions.

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.

Matthew Ioannides is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Jersey Shore Portfolio Management, Olde Silver Tavern, and B2 Bistro, among others. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, focusing mainly on non-discretionary asset allocation and advising multiple affiliated private pooled investment vehicles.

Connor Womack is an advisor at Capital Analysts with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lincoln Investment since 2017. Outside of his advisory role, he is the sole owner of NEXTGEN WEALTH PLANNING LLC, which provides administrative, marketing, and operational support services exclusively for his own business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to third-party managers and utilizes an in-house Investment Management & Research team to guide investment decisions.

Richard Pearson Jr. is a Series 66 credentialed advisor with Simplicity Wealth and Simplicity Investments since 2026. He has 16 years of experience in the financial services industry, including 12 years at Integrated Financial Services and ongoing work with Newcleus since 2018. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and offers model portfolios along with a range of advisory and technology services designed for both investors and third-party advisers.

Ethan Kohanik is a financial advisor at MyCIO Wealth Partners, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Equitable Advisors. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers a range of investment options including private pooled vehicles and alternative investments.