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.

Jonathan Liebl is a CFP® professional with four years of industry experience. He has worked at GenRise Wealth Advisors LLC since 2021 and previously held roles at Summit Place Financial Advisors, LLC and Bank of America Private Bank. GenRise Wealth Advisors serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm emphasizes fundamental analysis and strategic asset allocation, managing diversified portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

James Roman Jr. is a financial advisor at Main Street Financial Life Advisors, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. In addition to his advisory role, he is a principal at Roman & Kulpa, LLC, a certified public accounting firm, and serves as a part-time adjunct instructor at the Fox School of Business, Temple University, co-teaching a capstone seminar for seniors. Main Street Financial Life Advisors, LLC provides discretionary and non-discretionary investment management and reporting to individuals, business entities, trusts, estates, and charitable organizations. The firm integrates tax preparation and accounting services through its affiliated CPA firm and may coordinate insurance solutions via an affiliated insurance agency. Its investment approach involves customized asset allocation using a variety of funds and securities supported by third-party technology platforms.

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.

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.

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.

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.

Andrew Ghazal is a financial advisor with Orion Financial Advisors in Voorhees, NJ, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Guardian Mortgage Group as a mortgage loan officer and as a shareholder in a travel agency, Gazelle, Inc. He is involved in insurance sales related to life and health insurance through Orion Financial Advisors. Orion Financial Advisors is a state-registered investment adviser providing discretionary wealth management primarily using low-cost ETFs and mutual funds, along with individual stocks, bonds, and options. The firm constructs diversified portfolios based on fundamental analysis and Modern Portfolio Theory, serving individuals, trusts, and estates with a long-term investment approach.

Laurent Metzler is a financial advisor at Apogee Financial Services Group, Inc. with 22 years of industry experience. He holds the Series 63 designation and has been with Apogee since 1989. Outside of his advisory role, Metzler is a partner in Metzler & DeSantis, LLP, a general law practice. Apogee Financial Services Group provides fee-only financial planning and investment management to individuals, trusts, small businesses, and charitable organizations, using a strategic asset-allocation approach with global diversification and primarily non-discretionary management.

Richard Vassos is a financial advisor at Vassos Investments, LLC with seven years of industry experience. He holds a Series 65 designation and has been self-employed since 1997. Vassos Investments, LLC is a small registered investment adviser managing about $20.1 million in discretionary assets for individual and high-net-worth clients. The firm employs fundamental analysis combined with long-term, short-term, and options trading strategies, providing individualized Investment Policy Statements and regular reporting.

Joseph Zielinski Jr. is a CFP® with 28 years of industry experience, currently serving as an advisor at Bluefin Financial. He has worked at Money Management Financial Services LLC dba Bluefin Financial since 2017 and has been affiliated with Securities America Advisors, Inc. and related entities since 2003. Outside of his advisory role, he serves as a volunteer board member and operates a CPA tax preparation practice. Bluefin Financial serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $259 million across about 321 client relationships, employing a range of investment strategies including discretionary and non-discretionary portfolio management, with an emphasis on documented client goals and risk tolerances.

Peter News is a CFP® with 23 years of industry experience, currently serving at Quaker Wealth Management LLC since 2018. Prior to that, he worked at Summit Financial Group and Summit Brokerage Services from 2010 to 2018. Outside of his advisory role, he officiates college football games as a referee in the Coastal, Ivy, and Patriot leagues. Quaker Wealth Management advises individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million for a mix of retail and high-net-worth clients. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation through ETFs and mutual funds, and offers a range of tax-aware investment tools along with a specialized “Family CFO” service.

Greg Rosen is a financial advisor at Laurel Oak Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services and Morgan Stanley. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection for individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, tactical asset allocation, and independent manager oversight, managing approximately $1.34 billion across more than 4,500 accounts.

James Johnston is a financial advisor at Wealth Management Associates, Inc. in Cherry Hill, NJ, with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Everbank, and Securities America, Inc. Johnston is also involved in occasional fixed insurance sales. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses with portfolio management, financial planning, and pension consulting. The firm manages approximately $647 million in assets and is noted for its integrated accounting relationships and a multi-disciplinary approach combining investment management, brokerage, and insurance services.

Salvatore Cocivera is a CFP® with 34 years of industry experience, currently serving at Cora Capital Advisors, where he has worked since 2022. His prior experience includes roles at American Portfolios Financial Services, Inc. and Saxony Securities, Inc. Outside of his advisory work, he is involved in retail operations as a bookkeeper for a surf shop in Brigantine, NJ. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management and discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party managers, alongside financial planning and retirement plan advisory services.

John Kelly is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has been with PTS Brokerage since 2005. Outside of advising, he works as an independent contractor involved in fixed life and health insurance sales and acts as a referral agent. PTS Brokerage, LLC provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm employs an active and tactical investment approach that combines fundamental and technical analysis, managing both discretionary and non-discretionary portfolios.

Nicholas De Santis is a CFP®, CFA®, and Series 65 credentialed advisor with six years of industry experience. He has worked at Quaker Wealth Management since 2017 and previously held roles at Rutgers University, Rowan College of Burlington County, and Wawa Inc. Quaker Wealth Management serves individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation and utilizing a proprietary Qmap platform to implement portfolios primarily with ETFs and mutual funds.

Raymond Giunta is a financial advisor at Cora Capital Advisors with 19 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Cora Capital Advisors, he worked at American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. Giunta is also a partner in Baratz & Associates, P.A., a CPA firm providing tax and accounting services. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a long-term, fundamental analysis process tailored to client goals and risk tolerance.

Kenneth Gertie is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at firms including Woodbury Financial Services and Questor Capital Corporation. Outside of advising, he owns an accounting and tax preparation business and is an officer at Gustgertricity Inc, a company involved in alternative energy development. PTS Brokerage, LLC provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm uses an active and tactical investment approach combining fundamental and technical analysis, managing both discretionary and non-discretionary portfolios.

Matthew Heiser is a financial advisor at Laurel Oak Wealth Management, LLC with one year of industry experience. He holds a Series 66 credential and previously worked at Ameriprise as well as in the restaurant industry. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm manages approximately $1.4 billion in assets using a combination of active and passive strategies, tactical asset allocation, and alternative investments.