Thomas Marrollo Sr. is a financial advisor with Apogee Financial Services Group, Inc., holding a Series 63 designation and over 43 years of industry experience. He has been with Apogee since 2008 and is also a registered representative at PTS Brokerage, LLC, where he has worked since 2005. Apogee Financial Services Group, Inc. provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with global diversification, primarily managing non-discretionary portfolios using mutual funds, ETFs, and individual securities.

Christian Maisch is a financial advisor at Maisch Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked in financial services since 2015, including roles at Synergixx, LLC and as Client Services Manager at The Maisch Financial Group LLC. Maisch Financial Partners primarily serves individual and select institutional clients, offering financial planning, consulting, wealth management, and discretionary investment management. The firm emphasizes diversified, long-term, fundamentals-based portfolios and uses independent investment managers alongside third-party custody and technology providers.

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.

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.

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.

Jacob Salzmann is a financial advisor at Costello Asset Management, Inc. with six years of industry experience. He has been operating a business under the name The Wire Fun since 1997. Costello Asset Management provides investment advisory services to individuals, non-profits, trusts, estates, and other business entities on a fee-only basis. The firm emphasizes asset allocation tailored to each client’s risk tolerance through globally diversified portfolios and employs discretionary management with regular client reviews and reporting.

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.

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.

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.

Daniel Weidner is a CFP® professional with 9 years of experience at Financial Planning Services, operating under Weidner Associates LLC since 2007. He is also a 25% owner and treasurer of Capstone Property Services LLC, a property maintenance business in Merchantville, NJ. Financial Planning Services manages approximately $48.5 million for a small roster of primarily individual clients, focusing on non-discretionary portfolio management and financial planning. The firm emphasizes personalized investment plans considering income, taxes, and risk tolerance, with quarterly reviews and client-approved recommendations.

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.