Susan Green is a CFP® professional with 10 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2013. She is based in Cinnaminson, NJ. 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 combining passive and active strategies within a tax-sensitive, disciplined process, supported by an in-house research team and individualized Investment Policy Statements.

Cole Hofmann is a financial advisor at Roffman Miller Associates Inc in Philadelphia, PA. He holds a Series 65 designation and has been with Roffman Miller since 2022. Prior to joining the firm, he worked in academic roles at the University of Iowa and Monmouth University. 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, utilizing a committee-based process to tailor asset allocation with an emphasis on long-term objectives, diversification, and fundamental research.

Joseph Myers is a financial advisor with Calton & Associates, Inc. in Mount Laurel, NJ, holding a Series 63 registration and 44 years of industry experience. He has worked at Calton & Associates since 2016 and owns Myers & Company, a financial advisory business. Myers serves as a board member of Exit Planning Exchange Philadelphia and is a committee member of the Union League of Philadelphia. He is also on the advisory council of the Mount America Foundation, which supports veterans and military families. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both commissionable brokerage and insurance products alongside advisory services, with investment recommendations tailored to client goals, risk tolerance, and liquidity needs.

Joseph Gallagher is a CFA® charterholder with nine years of industry experience. He has been with Sage Financial Group Inc. since 2017 and previously worked at J.P. Morgan in various capacities from 2010 to 2017. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by providing discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, implementing client strategies through mutual funds, ETFs, exchange-traded notes, and independent managers where suitable.

Scott Michalek is a CFP® with 27 years of experience in the financial industry. He has been with Wescott Financial Advisory Group LLC since 1994. 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 plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies through a tax-sensitive, disciplined process.

Sherif Shaban is a Series 66-licensed financial advisor with 14 years of industry experience. He is affiliated with Mutual of Omaha Investor Services, Inc. and has worked with Guardian Solutions and Mutual of Omaha since 2013. Outside of his advisory role, he operates Shaban Solutions LLC, providing insurance services, and works with various companies offering Medicare plans and life insurance products. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans with financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Drew Paunil is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam since 2014 and was previously with Purshe Kaplan Sterling Investments for a decade. Paunil also owns Paunil Enterprises, through which he manages business operations and compensation. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, independent managers, and specialized strategies such as direct indexing and private investment funds.

Ronald Taraborrelli is a CFP® professional with 29 years of experience in the financial services industry. He joined Stratos Wealth Advisors LLC in 2024, following roles at The Vanguard Group and Fidelity Investments. Beyond his advisory work, he serves as Director of Finance for Filitalia International, an organization dedicated to preserving the history and heritage of the Italian-American community. Stratos Wealth Advisors provides financial planning and portfolio management services to individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients through customized and model portfolios. The firm is affiliated with SEI and offers integrated investment solutions utilizing third-party managers and a variety of platforms.

Robin Lane is a CFA® charterholder with 24 years of industry experience. He has worked at Copeland Capital Management, LLC since 2014 and also has experience with Vigilant Distributors, LLC and Northern Lights Distributors, LLC. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base including individuals, pension plans, trusts, and institutional entities. The firm employs a conservative, dividend-growth investment approach using fundamental, quantitative, macro, and technical analysis across various market-cap strategies, managing over $4 billion in discretionary assets and providing model portfolios for an additional $3.7 billion.

Scott Lermack is a financial advisor at Pine Valley Investments with 21 years of industry experience. He holds the Series 66 designation and has worked at Pine Valley Investments since 2020 and at TIAA since 2014. Outside of his advisory role, he is involved with Pine Valley Planning, an insurance-related business. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor portfolios and manages assets through direct management and subadvisory arrangements.

Joseph Caterina Jr. is a CFP® with 27 years of industry experience, currently affiliated with Capital Analysts. He has worked with Lincoln Investment Planning, Inc. since 2007. In addition to his advisory role, he services a book of fixed annuity policies from Voya Reliastar. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs supported by an in-house Investment Management & Research team and offers a range of advisor-managed and third-party investment options.

Robert Hofmann is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Roffman Miller Associates Inc since 2004. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. Roffman Miller Associates 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, employing a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

Isaac Jones is a financial advisor with Pine Valley Investments in Marlton, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Odyssey Capital Advisors and Merrill. Outside of finance, he is involved in athletic training through Jones Sports Training LLC and serves on the board of Impact Services Corporation as well as on the facilities committee at Cardinal O'Hara High School. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and offers access to private funds and third-party managers, serving a diverse client base including other advisers.

Zachary Tierno is a Series 65-licensed financial advisor with six years of industry experience, currently with MyCIO Wealth Partners, LLC since 2019. His prior work includes roles at Resource America and Rutgers University. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, pension plans, and charitable organizations, focusing primarily on non-discretionary portfolio management across a range of investment vehicles including mutual funds, private funds, and alternative investments.

Christopher Lukas is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Capital Analysts since 2022. He has previously worked at Lincoln Investment, Mariner Wealth Advisors, and Msec, LLC. Outside of finance, he is active in community organizations, including serving on the Caddie Scholarship committee at Spring Lake Golf Club and as Treasurer of the charity Manasquan Cares, Inc. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management using in-house model portfolios and proprietary screening tools, and operates with a fiduciary approach that includes options for automated rebalancing and tax-aware strategies.

Paul Pakstis is a financial advisor with Belpointe Asset Management LLC in Haddon Heights, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Pruco Securities, Thrivent Financial, and BCG Securities. Pakstis is also involved with Chaslyn Financial Group, Inc. and Fortune Financial Services, both investment-related businesses. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Joseph Duncan is a financial advisor at Pine Valley Investments with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Pine Valley Investments since 2015. Outside of his advisory role, he owns Reaction Lacrosse, where he teaches lacrosse basics and runs camps and clinics for local youth teams. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charities, and corporations. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and serves both directly managed accounts and clients referred through Tri-Party Agreements.

Stephen Burley Jr. is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Facet and has previously held roles at The Vanguard Group, Inc. and TIAA-CREF. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm employs a holistic financial planning approach and discretionary asset-allocation programs focused primarily on ETFs, utilizing fixed subscription fees rather than percentage-of-AUM charges.

David Swiderski is a CFP® professional with 25 years of industry experience, currently serving at Sequent Planning, LLC. He has previously worked at Securities America Advisors, Equitable Advisors, and MSI Financial Services, among others. In addition to his advisory role, he acts as an insurance agent through Futurity First Insurance Group. Sequent Planning, LLC operates as Futurity First Wealth Management and provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers asset management, financial planning, and retirement plan services, supported by a network of independent investment adviser representatives.

Enthony Silva is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify what matters most to them and their families to develop tailored strategies aimed at pursuing their financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Enthony earned his High School Diploma from NorthEast High School and completed an Accredited Certificate Program at the College for Financial Planning.