Louis Petrillo is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Boenning & Scattergood and Regulus Financial Group. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios across various asset classes with discretionary implementation and rebalancing.

Stephanie Wade is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 designations and 32 years of industry experience. She has held positions at Cambridge Investment Research, OSAIC, SagePoint Financial, Principal Life Insurance, and other firms. Wade is also an owner of SCS Management Group, LLC, a business based in Haddon Heights, NJ. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model allocations, manager relationships, and various wrap programs.

Thomas Watkins Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1982. Outside of his advisory work, Watkins serves on the Board of Trustees and the 403b Investment and audit committees at Spring Side Chestnut Hill Academy and is a member of the John McKee Scholarship Committee. Capital Analysts provides portfolio management and advisory services to a diverse client base including individuals, retirement plans, trusts, foundations, and corporate clients. The firm utilizes an in-house Investment Management & Research team to manage discretionary model portfolios while offering custom and third-party investment options.

Milan Winters is a financial advisor with AssuredPartners Investment Advisors, holding Series 63 and 65 licenses and bringing 14 years of industry experience. Prior to joining AssuredPartners Investment Advisors in 2024, he worked at Lighthouse Financial Wealth Management, LLC for 13 years. In addition to his advisory role, he has worked as an independent insurance agent since 2011. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management with model and custom portfolios.

Jack Carini is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at IAMS Wealth Management since 2017 and previously at Foresters Equity. Carini also owns Carini Financial, where he provides insurance and investment planning services and conducts educational meetings for investment adviser representatives. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing both proprietary and third-party model portfolios with an asset-allocation approach.

Brett Straub is a financial advisor with The AmeriFlex Group in Haddon Heights, NJ, holding CFP® and ChFC® designations with 35 years of industry experience. His prior roles include positions at Cambridge Investment Research, Principal Securities, and PRINCIpAL LIFE INSURANCE. Straub is also the owner of The Straub Group Advantage, a business focused on insurance, benefits, and human resources. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and discretionary manager relationships across multiple custodians.

Pamela Lepore is a CFP® with 26 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999. Pamela is currently affiliated with Capital Analysts in Mt. Royal, NJ. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, and offers options such as automated rebalancing and tax-aware strategies.

Daniel Hernandez is a financial advisor with Capital Analysts, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1987 and serves as President of the Favorite Harbor Condo Association, overseeing projects and maintenance. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs, model portfolios, and third-party managers. The firm employs an in-house Investment Management & Research team that supports its investment decisions and provides a range of advisory services with differentiated authority levels.

Bryan Faller is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 12 years of industry experience, including roles at The Faller Company and Lincoln Investment Planning. Outside of advisory work, he is involved in the arts as the founder of Faller Arts LLC and serves as editor for an academic art book publisher based in London. He also holds teaching and board roles related to art and nonprofit organizations. Capital Analysts serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and corporations. The firm’s investment approach is supported by an in-house research team utilizing proprietary screening and a range of portfolio management options, with advisors offering customized solutions and access to third-party managers.

Achilleas Vargiamis is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at TD Bank and its affiliated entities. Vargiamis is also involved as an independent life insurance agent through The Impact Partnership, LLC. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management while utilizing a combination of third-party strategists, adviser-managed models, and direct indexing in its investment approach.

Charles Gorenberg is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently affiliated with Belpointe Asset Management LLC and Fortune Financial Services, Inc., and serves as CEO and COO of Davidken Corporation, an insurance sales firm he has led since 1985. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that incorporate passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Nicholas Greco is a CFP®-credentialed financial advisor at Facet with four years of industry experience. He previously worked at The Vanguard Group, Inc. and Morgan Stanley. Outside of advisory roles, he operated a pressure washing and property services business for six years. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services without charging percentage-of-AUM fees. The firm uses a holistic financial planning framework and discretionary asset allocation programs primarily involving ETFs, serving approximately 14,700 members with $7.6 billion in discretionary assets under management.

Stephen Bach is a CFP® professional with 25 years of industry experience, currently affiliated with Capital Analysts. He has worked at Lincoln Investment Planning, Inc. since 2001. Outside of his advisory role, he serves as a board member and treasurer of Grace Bible Fellowship Church, where he participates in financial oversight and budgeting. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, utilizing in-house model portfolios and third-party managers, and offers services through a network of several hundred advisors managing approximately $8.8 billion in assets.

Matteo Petrillo is a financial advisor at Regal Investment Advisors LLC with 20 years of industry experience. He has worked at Regal since 2018 and previously spent 10 years at Boenning & Scattergood. His credentials include the Series 66 designation. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a network of unaffiliated advisers, serving individual, high-net-worth, and corporate clients with a range of proprietary and third-party investment strategies.

John Crowther is a financial advisor at Calton & Associates, Inc. with 40 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Calton & Associates in 2004, he has been involved with Spartan Planning Agency since 1980, where he serves as an officer engaged in insurance sales. Crowther also serves as a board member of the Paulsboro Chamber of Commerce. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options and offers multiple program structures, including firm-managed wrap programs and third-party money manager platforms.

Francis Lojewski Jr. is a ChFC® credentialed financial advisor with over 33 years of industry experience. He is currently affiliated with M HOLDINGS SECURITIES, Inc. and has held roles at Madison & Main Advisors LLC and Atlas Advisory Group, LLC. Additionally, he is a partner and financial planner at Madison & Main Advisors, focusing on fixed income annuities and single premium whole life insurance. M HOLDINGS SECURITIES, Inc. serves a diverse client base that includes individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, combining investment management, retirement plan consulting, financial planning, and insurance advisory with ongoing client monitoring and third-party sub-advisory support.

Ryan Baumbach is a financial advisor at AssuredPartners Investment Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Lighthouse Financial Advisory Group, where he continues to be involved as an insurance agent. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities through a team of advisors across multiple offices. The firm offers both discretionary and non-discretionary management, including ERISA plan services and participant education.

James Lombardo Jr. is a financial advisor at Belpointe Asset Management LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, BCG Securities, and Chaslyn Financial Group. Outside of advising, he is involved in insurance sales and manages multiple employer 401(k) plans. Belpointe serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses a variety of investment strategies tailored to client objectives and supports affiliated businesses such as proprietary funds and back-office services for other advisers.

Jeffrey Heppard is a financial advisor at Belpointe Asset Management LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney and Citigroup Global Markets. Heppard is also involved with Chaslyn Financial Group, providing investment advisory and insurance solutions. Belpointe serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a range of investment strategies tailored to client objectives, supported by affiliated businesses and product sponsorships.

Mark Mcgaurn is a CFP® professional with 19 years of industry experience. He has been with CreativeOne Securities, LLC since 2016. Outside of his advisory work, Mcgaurn is involved in coaching wrestling. CreativeOne Securities, LLC is a multi-advisor RIA serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm provides financial planning, portfolio management, fiduciary services, and access to third-party managers through its proprietary CreativeOne Wealth platform.