Harvey Dekrafft is a financial advisor at Legacy Investment Advisors, LLC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Atlantic Equity Research, LLC and Sturdivant & Co., Inc. He has been with Legacy Investment Advisors since 2008 in various capacities. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including defined contribution plans and state and municipal government clients. The firm employs a long-term, global macro asset-allocation strategy using top-down quantitative analysis and fundamental research, managing accounts primarily on a discretionary basis.

William Small is a financial advisor with RMAS, Inc., holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been president of multiple related businesses, including Kings Management Company, which focuses on insurance sales and estate work, and SKS Plan Administration, Inc., a third-party pension and retirement plan administrator. Small is also the sole owner of TAAP LLC, a management company. Risk Management Advisory Services, Inc. offers discretionary investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm’s approach combines fundamental analysis with tailored strategies aligned to each client’s investment policy and risk profile.

Thomas Morgan is a financial advisor at Massey Morgan Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Massey Morgan firms since 2002. Outside of his advisory work, he is an owner and partner of Massey Morgan Financial Solutions, LLC, where he dedicates a small portion of his time. Massey Morgan Wealth Management refers individuals, retirement plans, trusts, estates, and charitable organizations to third-party money managers and provides financial planning and consulting services. The firm acts as a liaison to outside managers rather than directly managing client assets and offers topic-specific financial consulting engagements.

Matthew Montenero is a CFP® professional with 26 years of experience in the financial industry. He is currently affiliated with MK3 Wealth LLC, where he has worked since 2019. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Montenero serves as a committee member on the District Ethics Committee, District IIIB of Burlington County. 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 uses proprietary model portfolios and a combination of fundamental and technical analysis to customize asset allocation and manage client accounts.

Donald Hill is a Series 65-licensed financial advisor with Hill and Labarre Wealth Management, where he has worked since 2021. He has three years of industry experience and previously spent over three decades with the Southeastern Pennsylvania Transportation Authority. Outside of his advisory role, Hill serves as the General Chairman of the Brotherhood of Locomotive Engineers and Trainmen Division 71, representing commuter Locomotive Engineers in contract negotiations and arbitration. Hill and Labarre Wealth Management provides asset management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a value-oriented, primarily long-only approach supplemented by tactical and strategic asset allocation and option strategies, offering both active and passive portfolio management programs along with educational offerings.

Rachel Allison is a financial advisor at Haddonfield Financial Planning LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bank of America. Allison serves as Treasurer for the Friends of the Indian King Tavern Museum. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, trust and estate beneficiaries, retirement plans, and institutional clients, using a diversified, long-term investment approach with strategic asset allocation and discretionary management.

Shannon Mccue is a financial advisor at Philadelphia Investment Partners, LLC with 12 years of industry experience. She has held her current role since 2017 and previously worked at MyCIO WEALTH PARTNERS, LLC. Mccue holds a Series 66 designation. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, and institutional investors. The firm uses a top-down macroeconomic analysis combined with fundamental valuation and offers both diversified and customized investment strategies.

Mitchell Pinheiro is a CFA® charterholder with 41 years of industry experience. He is currently affiliated with Legacy Investment Advisors, LLC and Sturdivant & Co., Inc., where he has worked since 2019. His career includes roles at Costello Asset Management, Inc. and Wunderlich Securities, Inc. Legacy Investment Advisors provides discretionary portfolio management and financial planning to institutional and non-institutional clients, including pension plans. The firm employs a long-term, systematic investment approach centered on global macro quantitative analysis and fundamental research, with a focus on risk management and regular client reporting.

Victor Tedesco is a ChFC® credentialed advisor with 44 years of industry experience, currently serving at Strategic Financial. He has been affiliated with Strategic Financial Advisors Corporation since 1987 and FSC Securities Corporation from 1987 to 2023. He also maintains ownership of a sole proprietorship focused on the sale of life insurance, long-term care, disability, and fixed annuity products. Strategic Financial serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and business owners, providing modular financial planning services that emphasize advice and planning rather than discretionary management. The firm uses a fixed-price and hourly billing model and offers a breadth of planning services including tax, retirement, estate, and business continuity planning.

Christian Maisch is the principal advisor at Maisch Financial Partners, LLC, holding a Series 65 designation with two years of industry experience. He has been involved in financial services since 2015 through roles at Synergixx, LLC and The Maisch Financial Group LLC, where he also serves as Client Services Manager. Maisch Financial Partners provides financial planning, consulting, and discretionary wealth management primarily to individual clients and offers institutional consulting and education to non-profit organizations. The firm typically allocates assets among independent third-party managers and oversees ongoing due diligence and account reviews.

John Capasso is a financial advisor with Capital Planning Associates, Incorporated, holding a Series 63 designation and 38 years of industry experience. He has worked with FSC Securities Corp and has been associated with Capital Planning Associates since 1991, also serving as president and CEO of Captive Planning Associates LLC since 2007. Capital Planning Associates serves business owners, high-net-worth individuals, and employer retirement plans with personalized investment counseling, portfolio monitoring, comprehensive financial planning, and pension consulting. The firm operates primarily on a non-discretionary basis and incorporates insurance and accounting services alongside its investment advisory offerings.

John Vassos is a financial advisor at Vassos Investments, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Vassos Investments since 2019. Prior to that, he was self-employed beginning in 2018. Vassos Investments, LLC is a small registered investment adviser managing approximately $20.1 million in discretionary assets for individual and high-net-worth clients. The firm employs fundamental analysis alongside a combination of long-term, short-term, and options trading strategies, with monthly reviews and detailed reporting.

Katie Corsetto is a financial advisor at Woloshin Investment Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has been with Woloshin Investment Management since 2015. In addition to her advisory role, she is licensed to sell life and health insurance policies. Woloshin Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, foundations, retirement plans, and corporations, managing approximately $180 million in client assets. The firm employs strategic asset allocation through four model portfolios and combines fundamental, cyclical, and technical analysis in security selection, typically managing accounts on a discretionary, wrap-fee basis.

Darin Brockman is a financial advisor at Haddonfield Financial Planning LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Campbell's Company and Puff Wealth Management LLC. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trust and estate beneficiaries, retirement plans, and other institutional clients. The firm employs a diversified, long-term, buy-and-hold investment strategy and integrates both fundamental and technical analysis in its asset management.

Collin Bill is a CFP® professional with seven years of industry experience, currently serving at Total Alignment Wealth Advisors, LLC since 2017. Prior to his advisory role, he worked at ABS Electrical Contractors from 2005 to 2018. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families by providing private family office services, comprehensive financial planning, and investment consulting. The firm focuses on scenario-based planning and coordination with clients’ outside portfolio managers while not acting as a primary discretionary investment manager.

Marion Tambone is a financial advisor at S & A Financial Strategies & Services, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Conner Strong & Buckelew from 2016 to 2025 in various roles, most recently serving as an auditor focusing on medical plan audits. S & A Financial Strategies & Services LLC is a fee-only registered investment adviser that serves individuals and small businesses with life-goals financial planning, ongoing tracking, and investment management. The firm uses primarily low-expense mutual funds and ETFs, operates a non-discretionary investment approach, and manages approximately $16.2 million across 39 client accounts.

Amanda Carpenter is a financial advisor at Massey Morgan Wealth Management, LLC with a Series 65 credential and three years of industry experience. Her background includes roles at Massey Morgan Financial Solutions, LLC and prior involvement with St. Mary of the Lakes Church. Massey Morgan Wealth Management refers individuals, retirement plans, trusts, estates, and charitable organizations to third-party money managers and provides financial planning and consulting services. The firm acts as a liaison to outside managers, assisting clients with paperwork and reviewing statements, while offering topic-specific financial consulting without discretionary portfolio management.

David Badecki is a financial advisor at Orion Financial Advisors with five years of industry experience. He holds the Series 65 designation and has previously worked at Thrive Capital Management, LLC and Guardian Solutions LLC. In addition to his advisory role, he sells life and health insurance as an independent advisor. Orion Financial Advisors provides discretionary wealth management services to individuals, trusts, and estates, primarily using low-cost ETFs and mutual funds alongside individual stocks, bonds, and options. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified portfolios tailored to clients’ goals and risk tolerance.

Adam Puff is a financial advisor at Haddonfield Financial Planning LLC with 21 years of industry experience. He has worked previously at Wealth Management Associates and Securities America, Inc. He serves as 3rd Vice President on the board of the Haddonfield Lions Club and is the head of the investment committee for the Haddonfield Educational Trust. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, retirement plans, and other institutional clients. The firm employs a diversified, long-term, buy-and-hold investment approach and includes insurance products as part of its offerings.

Anthony Massaro is a CFP® professional with 10 years of industry experience. He has worked at M Financial Planning Services, Inc and LPL Financial since 2019, and previously spent four years at The Vanguard Group, Inc. Massaro provides administrative and active support to M Financial Planning Services, an independent advisory firm. M Financial Planning Services serves individual and high-net-worth clients with standalone financial planning and consulting in areas such as estate, retirement, college, and insurance planning. The firm’s planning-only approach uses tiered subscription, fixed-fee, and hourly engagements, and does not provide investment management or custody services.