Robert Stahler is a CFP® with 17 years of industry experience. He is currently with Anchored Financial Planning LLC and previously worked at Edward Jones for nine years. In addition to his advisory role, he is an independent insurance agent. Anchored Financial Planning LLC provides investment advisory and financial planning services to individual and high net worth clients, tailoring portfolios based on client objectives, time horizon, and risk tolerance through various strategies and regular account reviews.

Joseph Mcbride is a CFP®-certified financial advisor with 42 years of industry experience. He is currently affiliated with OSAIC and has prior experience at FSC Securities Corporation and Strategic Financial Advisors Corporation, where he has held various financial advisory roles since 1990. In addition to his advisory work, Mcbride operates a sole proprietorship as an insurance producer specializing in life insurance, long-term care, and fixed annuities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Sean Cooney is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. He has been a principal at Cooney Financial Advisors, Inc. since 2008 and is also a partner in the Certified Public Accounting firm Rosenberg, Smith, Cooney & Migliore PC. Cooney Financial Advisors is a fee-only firm that provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset allocation strategy focused on globally diversified, index-based ETFs and primarily invests through no-load or low-load mutual funds and ETFs, with a significant portion of assets managed on a non-discretionary basis.

Andrew Leithe is a CFP® with 14 years of experience in the financial services industry, currently serving as CEO and President of Strategic Financial Advisors Corporation. He has held roles at OSAIC since 2023 and Strategic Financial since 2016. Outside of his advisory work, Leithe is co-treasurer of the Rumson PTO. Strategic Financial provides comprehensive and modular financial planning for individuals, trusts, estates, plans, corporations, and business owners. The firm emphasizes planning and advice without managing client portfolios or charging AUM-based fees, using a fixed-price and hourly billing model and offering a business-owner and specialty planning focus.

William Lafferty is a CFP® professional with six years of industry experience, currently serving at Total Alignment Wealth Advisors, LLC since 2018. Prior to joining Total Alignment, he worked at The Warwick Tavern and Rowan University. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families, providing private family office services, comprehensive financial planning, and investment consulting. The firm emphasizes scenario-based planning and coordinates with clients’ outside portfolio managers, employing fundamental and technical analysis without holding discretionary authority over client assets.

Levi Donohue is a financial advisor at Sound Wealth LLC in Marlton, NJ. He holds a Series 65 designation and joined the firm in 2025. His prior work experience includes roles outside the financial industry, such as positions at Cava and Chipotle. Sound Wealth LLC is a fee-only registered investment adviser serving individuals, employer plan sponsors, and business clients. The firm uses a modern portfolio theory-based investment approach, combining passive and active strategies with factor-based tilts, and integrates planning with portfolio oversight.

Megan Kiesel is a CFP® professional with six years of industry experience, currently serving as an advisor at Livelhood LLC since 2018. Prior to this, she worked for five years at Consumer Credit Counseling Service of the Delaware Valley (Clarifi). She is based in Philadelphia, PA. Livelhood LLC provides fee-only, advice-only financial planning and educational services to individuals, business owners, and families, focusing on long-term, globally diversified investment recommendations and comprehensive planning including retirement, debt, and student loan strategies. The firm offers public and employer-sponsored seminars and operates without managing or taking custody of client assets.

Kiersten Montenero is a financial advisor at MK3 Wealth LLC with a Series 65 designation and one year of industry experience. Prior to joining MK3 Wealth, she was involved with Gilded Raven Games, LLC for three years and has work experience dating back to 2013 in educational roles at Rutgers University and Cherokee High School. 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 customizes asset allocation using in-house model portfolios and independent managers, utilizing both fundamental and technical analysis for investment decisions.

James Burkeitt is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Chesapeake Capital Management, LLC and has prior experience at ProEquities, Inc and Capital Financial Services Corp, where he also serves as Vice President and advisor. Chesapeake Capital Management, LLC is a team of seven advisors serving individual and high-net-worth clients with portfolio management and financial planning services. The firm offers both discretionary and non-discretionary advisory solutions, supplements investment work with client communications and education, and sponsors a wrap-fee program.

Owen Brown is a CFP® professional with three years of industry experience, currently advising at Foundation Wealth Management, LLC since 2024. Prior to joining Foundation, he worked at Equitable Advisors and Brooklyn Plans. He also serves as a notary public, providing in-house notary services to clients of Foundation Wealth Management. Foundation Wealth Management serves individual and high-net-worth clients with integrated wealth management, including financial planning and discretionary investment management. The firm tailors investment advice to client objectives and risk tolerance, employing fundamental analysis to build diversified portfolios and offering coordination with third‑party managers when appropriate.

Barbara Drebing is a financial advisor at Kauffman & Drebing with 34 years of industry experience. She has been with the firm since 1984, which she co-founded and continues to operate. Kauffman & Drebing provides fee-only financial planning to individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm delivers written advisory reports tailored to clients' goals and risk tolerance without managing or custodian client assets, focusing exclusively on fee-only planning without product sales or discretionary management.

Donald Hill Jr. is a financial advisor at Hill and Labarre Wealth Management with five years of industry experience. He holds the Series 65 designation and has worked at Premier Investment Services since 2021. Prior to his advisory career, he was employed by Piedmont Airlines and served in the United States Air Force from 2016 to 2021. Hill and Labarre Wealth Management provides investment advisory and related services to individuals, small businesses, and retirement plans, offering portfolio management, financial planning, and business retirement plan consulting. The firm utilizes model-based and strategic management approaches, including options-based strategies, and offers a subscription Wealth Advisory Program alongside a structured educational curriculum.

Thomas Cooney is a CFP® with 35 years of industry experience and has been with Cooney Financial Advisors, Inc. since 1987. He was a partner at the CPA firm Rosenberg, Smith, Cooney & Migliore PC, where he retired in 2016 but continues to provide limited accounting services. Cooney Financial Advisors is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $43.7 million in client assets using a tactical asset allocation strategy focused on globally diversified, index-based ETFs and mutual funds, with a notable integration of accounting and pension consulting services.

Jason Walker is a financial advisor at Cross Border Financial Planning USA LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for seven years. Cross Border Financial Planning USA LLC manages approximately $114.7 million for around 134 individual clients, including high net worth individuals. The firm specializes in discretionary and non-discretionary portfolio management, financial planning, and estate-planning support, with a focus on cross-border clients and affiliations with a U.K.-based counterpart.

Edward Levene is a financial advisor at TA Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has prior business roles including managing member of Levco Power, LLC and leadership positions at Clean Peak Energy Group, LLC and Levco Tech, Inc. Outside of advising, he has been involved in energy-related business activities through various leadership roles in companies such as Levco Power, LLC and Energy Advantage. TA Capital Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and certain businesses. The firm combines ongoing asset management with personalized financial planning, employing a range of analytical strategies tailored to client objectives and risk tolerances.

Theodore Massaro is a ChFC® with 48 years of experience in the financial services industry. He has been with M Financial Planning Services, Inc. since 2004 and also maintains longstanding roles with Asset Management Assoc. of Medford Inc, LPL Financial LLC, Security Mutual Life, and Phoenix Mutual Life Insurance. M Financial Planning Services focuses on standalone financial planning and consulting for individual and high-net-worth clients, offering tiered subscription-based and fixed-fee engagements without providing investment management services directly.

Jarrod Barton is a CFP® with 16 years of industry experience, serving as an advisor at Wealthwise Advisors since 2011. He has worked at Strategic Tax and Advisory Services since 2013 and was previously with Zeiders Enterprises. Barton is also the owner of a tax preparation business and is a licensed insurance agent for life and health insurance. Wealthwise Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages investment programs on a non-discretionary basis, combining fundamental, technical, and cyclical analysis with regular account reviews and delivers financial plans within stated timelines.

I’m Matthew Reakus, a Christian, father of three, husband to an amazing wife, and a dedicated financial planner passionate about helping families thrive financially. As the owner of Sound Wealth, I work with individuals, families, and business owners to simplify their financial lives, all through the lens of biblical stewardship. I teach biblical financial courses, guiding others on how to manage their resources wisely while honoring their faith. I also find joy in coaching my kids’ sports and staying active in my community. At Sound Wealth, we focus on providing comprehensive financial planning, investment management, and tax preparation services. Our financial planning goes beyond the basics, incorporating long-term strategies that align with personal and Kingdom goals. Through biblically responsible investing, we help clients grow their wealth while ensuring their investments reflect their values. Our tax services are proactive, offering year-round planning to minimize liabilities while maximizing the potential for giving and legacy-building. In all our services, from business consulting to retirement planning, we aim to deliver clarity, confidence, and financial freedom, allowing our clients to invest in what truly matters. Whether you're seeking to plan for the future, grow your investments, or simplify your finances, we’re here to guide you every step of the way. Let's make your financial journey not just successful, but purposeful.

Steven Blum is the principal of Steven G. Blum and Associates, LLC and has 21 years of experience as a financial advisor. He has maintained a solo law practice since 1990 focused on tax advice and has lectured at the Wharton School of the University of Pennsylvania since 1994, teaching undergraduate, MBA, and professional students. His firm serves approximately 70 clients including individuals, families, pension plans, estates, charitable organizations, and businesses, providing integrated investment consulting and financial planning with an emphasis on financial economics, broad diversification, tax efficiency, and low costs. The firm manages about $180 million in assets, predominantly in non-discretionary accounts, and combines advisory services with the principals’ complementary expertise in law and accounting.

Kyle La Barre is a financial advisor at Hill and Labarre Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Premier Investment Services since 2021. In addition to his advisory role, Mr. La Barre is a partner in an insurance agency, Villa Texas Insurance Services, where he spends less than 10% of his time. He is also a member of the US Air Force. Hill and Labarre Wealth Management provides investment advisory services to individuals, small businesses, and retirement plans, offering portfolio management, financial planning, and business retirement plan consulting. The firm utilizes a model-based and discretionary strategic management approach, including options-based strategies, and delivers a subscription Wealth Advisory Program alongside a structured educational curriculum.