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 over 23 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questor Capital Corporation. Outside of advising, he is the owner of an accounting and tax preparation firm and is involved in alternative energy development through Gustgertricity Inc. PTS Brokerage, LLC provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans, employing an active and tactical investment approach that incorporates both fundamental and technical analysis. The firm manages discretionary and non-discretionary portfolios and offers a range of investment strategies including option-based hedging.

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.

Samuel Bridgers III is a financial advisor with Almanack Investment Partners and holds Series 63 and Series 66 licenses. He has 42 years of industry experience, including prior roles at Redwood Wealth Management Group, Bridgers Wealth Management, LLC, and Purshe Kaplan Sterling Investments. In addition to his advisory work, he is also an insurance agent placing term life policies. Almanack Investment Partners offers discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, charitable organizations, and municipal entities. The firm utilizes model asset allocation portfolios that focus on diversified, risk-conscious strategies and is notable for its adviser-managed pooled vehicles and affiliated private fund platform.

Mark Wander is a financial advisor at Cora Capital Advisors with 20 years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at American Portfolios Financial Services, Inc. He is also an officer and director of Baratz & Associates P.A. CPA Corporation, an accounting practice established in 1982. Cora Capital Advisors provides discretionary portfolio management, financial planning, and retirement advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm’s investment approach is primarily long-term and fundamentals-driven, utilizing diversified, low-cost mutual funds and ETFs alongside bonds and select positions, with ongoing monitoring and annual reviews to align portfolios with client objectives.

Daniel Roccato is a financial advisor with Quaker Wealth Management LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Quaker Wealth Management since 2006 and is also involved in broadcast television news as a financial expert and analyst since 2009. Roccato serves in roles at the University of San Diego and with Fox affiliates. Quaker Wealth Management advises individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, and specialized Family CFO services for households with at least $5 million in investable assets. The firm employs a collaborative investment process focused on asset allocation and integrates tax and estate professionals to support clients’ financial needs.

Robert Andreacchio is a CFP® professional with 28 years of industry experience. He is currently with Laurel Oak Wealth Management, LLC and Purshe Kaplan Sterling Investments, having previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. He is also involved as an owner of CHBA, LLC, a business management services entity. Laurel Oak Wealth Management offers discretionary investment management, financial planning, ERISA plan advisory and consulting, and third-party manager selection for individuals, institutions, trusts, and businesses. The firm employs a combination of strategic and tactical investment approaches, including active and passive strategies, and manages approximately $1.34 billion across more than 4,500 accounts.

Paul Snyder is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Securities America, Inc. and Osaic Wealth, Inc., spanning over two decades in the advisory field. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $647 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multidisciplinary approach that integrates accounting, brokerage, and insurance services.

Joann Morgano is a financial advisor at Laurel Oak Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 18 years. Outside of her advisory role, she co-hosts a financial TV show, "It's Your Money with Jo Ann and Martin," where she discusses financial topics with industry experts. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and the use of independent managers, serving clients through a wrap fee program.

Patrick Magnuszewski is a CFP® with five years of industry experience, currently at Q3 Advisors, LLC. His prior roles include positions at Fidelity Investments and The Vanguard Group. Outside of his financial career, he works as an independent contractor providing pet care services. Q3 Advisors offers financial planning and tax-focused consulting services to individual clients, emphasizing fixed-fee engagements without managing investment portfolios or recommending specific securities.

Gary Johnston is a financial advisor at Laurel Oak Wealth Management, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 20 years. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services for individuals, institutions, trusts, and businesses. The firm employs a mix of active and passive strategies, including tactical asset allocation and the use of independent managers, to serve a broad client base through its wrap fee program.

Arthur Troccoli Jr. is a financial advisor at PTS Brokerage, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at PTS Brokerage since 2018. He also serves as a fractional CFO at ProCFO Partners, providing strategic CFO leadership. PTS Brokerage, LLC offers investment supervisory services, money management, and financial planning to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach using fundamental and technical analysis, with portfolios reviewed monthly.

Peter Marcello is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at JCC Financial Network LP and the New Jersey State Police. Outside of advisory work, he is involved in life insurance, long-term care, and fixed annuity sales, and he also provides seasonal tax preparation services through The 3MP Group. PTS Brokerage, LLC offers investment supervisory and financial planning services to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach using both fundamental and technical analysis, managing discretionary and non-discretionary portfolios with a focus on regular account reviews.