Cody Baldwin is a financial advisor at Copper Beech Financial Group, LLC with a Series 66 designation and two years of industry experience. He has worked at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of financial advising, Baldwin serves as an ice hockey official with Atlantic District Officials. Copper Beech Financial Group provides discretionary portfolio management, financial planning, and family office services to individuals, pension and profit-sharing plans, insurance companies, and business entities. The firm uses tailored portfolios based on documented client objectives and risk tolerance, implementing strategies through in-house management and third-party sub-advisers.

Gregory Johnson is a CFP® and CFA® with six years of industry experience, currently serving as a financial advisor at MOR Wealth Management, LLC in Philadelphia, PA. His prior roles include positions at Commonwealth Financial Network, RiversEdge Advisors, Tiedemann Advisors, and JPMorgan Securities. Outside of finance, he has experience working in the restaurant industry. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, managing accounts on a discretionary basis tailored to clients’ goals and risk tolerance.

Mark Ghazal is a financial advisor at Orion Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and Morgan Stanley in various capacities. Outside of his advisory role, he holds a minority ownership interest in a family-operated travel agency. Orion Financial Advisors is a state-registered investment adviser providing discretionary wealth management to individuals, trusts, and estates. The firm primarily manages portfolios with low-cost ETFs and mutual funds, applying fundamental analysis and Modern Portfolio Theory to build diversified, goal-oriented portfolios.

Linda Massey is a financial advisor with Massey Morgan Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. She is also the owner of Massey Morgan Financial Solutions, LLC, an insurance sales and services business in Medford, NJ, where she spends approximately half of her professional time. Massey has been affiliated with Massey Morgan Wealth Management since 2012 and TZM Management, LLC since 2011. Massey Morgan Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing financial planning and advisory services focused on financial objectives, cash-flow management, tax, retirement, and education planning. The firm acts primarily as an advisor and facilitator, referring clients to third-party money managers rather than managing portfolios in-house.

Claudia Saia is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Friedenthal Financial, LLC. She has been with the firm since 2018, with a brief period of unemployment in 2021. Friedenthal Financial serves individual and high-net-worth investors, as well as pension plans, charitable organizations, and corporations, providing portfolio management, financial planning, and retirement-plan advisory services. The firm manages all client assets internally using tailored strategic or tactical asset allocation approaches and oversees approximately $174 million in discretionary assets.

Louis Fevrin is a financial advisor at Legacy Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sturdivant & Co., Inc. and Allstate Insurance Co. Outside of advisory work, he owns and operates an insurance agency, coaches CrossFit, and runs a streaming business. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including state and municipal government entities. The firm employs a long-term, global macro asset-allocation strategy using quantitative and fundamental analysis across a wide range of investment instruments.

Vincent Barbera is a CFP® with 18 years of industry experience and has been with Newbridge Wealth Management since 2013. He holds a Series 63 license and is based in Bryn Mawr, PA. Newbridge Wealth Management is an independent, fee-only registered investment adviser offering wealth consulting and portfolio management to individuals and various institutional clients. The firm employs a macro-tactical investment approach focused on asset-class allocation, incorporating index-tracking funds, selective active managers, and non-traditional asset classes, while serving a diverse client base that includes pension plans, corporations, and government entities.

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.

Benjamin Smith is a CFP® and holds a Series 65 license with 19 years of industry experience. He has been with Wealthcare Solutions, LLC since 2014. Wealthcare Solutions provides comprehensive financial planning and personal wealth management primarily to individual clients, including business owners and professionals. The firm uses a proprietary blend of fundamental, technical, and cyclical analysis applied to model portfolios and offers both discretionary and non-discretionary portfolio management, along with services related to insurance and annuity products.

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® with 12 years of industry experience and is a principal at Cooney Financial Advisors Inc, where he has worked since 2008. He also has a concurrent role at Rosenberg, Smith, Cooney & Migliore Pc since 2006. Cooney Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with financial planning, investment management, and pension consulting. The firm employs a fee-only model, emphasizing tactical asset allocation through globally diversified, index-based ETFs and model portfolios, with a focus on non-discretionary management and pension administration services.

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 as an advisor at Total Alignment Wealth Advisors, LLC since 2018. Prior to joining the firm, 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 by providing private family office services, comprehensive financial planning, and investment consulting. The firm focuses on scenario-based planning, coordinates with clients’ outside portfolio managers, and employs both fundamental and technical analysis to support its recommendations.

Mary Mcnutt is a financial advisor at 1015 Capital Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for nine years. 1015 Capital Partners serves high-net-worth individuals, business entities, trusts, estates, and charitable organizations, typically requiring multi-million dollar account minimums. The firm offers discretionary, fee-only portfolio management and financial planning, using a range of analytical approaches and allowing borrowing against client assets for specific short-term purposes.

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.

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.

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.