Scott Tanker is a financial advisor with Blackridge Asset Management, LLC, holding the ChFC® designation and Series 63 license. He has 33 years of experience in the industry, including roles at Next Financial Group Inc and Walnut Street Securities, Inc. Outside of advising, he owns Tanker Consulting Services, where he consults on merchant services, and he is involved in insurance sales and pension plan consulting with a focus on 401(k) plans. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a multi-advisor network and utilizes an affiliated asset management platform alongside third-party providers.

Gerald Burhop is a CFA® charterholder with 29 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1999. In addition to his advisory role, he serves on the boards of two charitable organizations, Women in Transition as Treasurer and Methodist Services/Methodist Home for Children, providing oversight and direction. 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, delivering services through a nationwide network of independent advisors and in-house investment management.

Ryan Crooks is a financial advisor at Roffman Miller Associates Inc with 17 years of industry experience. He has been with Roffman Miller since 2007 and holds the Series 63 and Series 65 designations. Roffman Miller provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based process focused on long-term objectives, diversification, and fundamental research.

Stephen Mc Entee is a financial advisor with Capital Analysts, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Lincoln Investment, Milestone Wealth Management, QPSI, and Immaculata University. Capital Analysts serves a mix of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm offers investment management both on a discretionary basis via an in-house team and non-discretionary basis through advisors and third-party managers.

Gregory Mikolajczak is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1999 and is also involved with Flyer's Skate Zone and Camden County College. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and offers both discretionary and non-discretionary investment options using proprietary screening tools and third-party managers.

Alan Mandeloff is a CFP® professional based in Philadelphia, PA, with 31 years of industry experience. He currently works at United Capital Financial Advisors and has held prior roles at Apexium Financial LP and Citrin Cooperman & Co., where he also serves as a consultant providing tax and consulting services. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment approaches and operates an affiliate network that includes legal and trust services, as well as technology and sub-advisory platforms.

Michael Cianci is a CFP® with 21 years of industry experience, currently affiliated with StoneX Advisors Inc. since 2018. His prior roles include positions at Stonex Securities Inc. and IM Wealth Partners. Outside of financial advising, he serves as an online adjunct professor and works as a basketball official. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a range of investment strategies through independent advisors, proprietary models, and third-party money managers, supported by integrated clearing and custody services within the StoneX Group.

Scott Walden is a financial advisor at Pine Valley Investments with 12 years of industry experience. He holds the Series 66 and Series 63 designations. Walden previously worked at Merrill from 2014 to 2023 before joining Pine Valley Investments in 2023. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients, pension plans, charitable organizations, and corporations. The firm uses a variety of analytical approaches and trading strategies under discretionary authority and also manages pooled investment vehicles and affiliated private funds.

Damien Hanly is a financial advisor at Beacon Global Advisor Network, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brite Advisors USA, Inc. and DeVere USA INC. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized portfolios that combine third-party managed models, mutual funds, ETFs, individual equities, and fixed income, with a specialized pension-transfer service for U.K. expatriates.

Thomas Damasco is a CFA® charterholder with 15 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2022. His prior roles include positions at TD Private Client Wealth LLC, TD Bank, N.A., TD Ameritrade, Merrill, and Ameriprise. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominantly non-discretionary asset mix.

Joseph Fishman Jr. is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently associated with Creativeone Wealth, LLC and has previously worked at firms including Changepath, LLC, Benefit Wealth Partners, and Retirement Wealth Advisors. Outside of his advisory roles, he is the owner and agent of Freedom Financial Associates, where he is involved in insurance sales. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a range of investment strategies, including proprietary ETF-based core models and boutique equity managers, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Benjamin Janssen is a CFP® professional with two years of industry experience. He currently works at Wescott Financial Advisory Group LLC and has previously held roles at BNY Mellon Wealth Management, Southern New Hampshire, Universal Health Services, Inc., and PDA. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies with a tax-sensitive, disciplined process and individualized Investment Policy Statements.

Jerry Glasser is a financial advisor with Capital Analysts based in Horsham, PA. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at Edward Jones and Lincoln Investment. Glasser also owns Guardian Path Wealth Management LLC, a marketing business related to his Lincoln Investment activities. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, 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.

Matthew Dansker is a financial advisor at Capital Analysts with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Investment, Merrill, and A. G. Edwards & Sons, Inc. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering 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. The firm’s investment management combines discretionary oversight from an in-house team with non-discretionary services via advisors and third-party managers, supported by proprietary fund screening and tax-aware options.

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®-designated financial advisor with Capital Analysts, based in Horsham, PA, and has 42 years of industry experience. He has been with Lincoln Investment Planning, Inc. for 22 years. Rizzotti serves as a board member for the PSADA Foundation, a nonprofit organization, where he provides investment recommendations for their scholarship mutual fund portfolio without compensation. Capital Analysts serves both retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors, combining discretionary and non-discretionary investment management supported by proprietary research and screening processes.

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 with Capital Analysts in Fort Washington, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her career includes roles at Lincoln Investment, Santander Securities, Santander Bank, and Fidelity Brokerage Services. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

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.