Paul Pakstis is a financial advisor with Belpointe Asset Management LLC in Haddon Heights, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Pruco Securities, Thrivent Financial, and BCG Securities. Pakstis is also involved with Chaslyn Financial Group, Inc. and Fortune Financial Services, both investment-related businesses. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Nancy Nawn is a CFP® professional with 16 years of industry experience, currently advising at Facet since 2026. Her prior experience includes roles at CWM, LLC, Mitlin Financial, Origin, Watchdog Planning LLC, Mercer Global Advisors Inc., and others. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm uses a holistic Total Financial Life Resources framework and emphasizes technology-driven investment strategies without charging percentage‑of‑AUM fees.

Andrew Huppman is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Michael Page and The Vanguard Group. Outside of finance, he works as a dog walker in Prospect Park, PA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning through a managed-account platform, with a notable affiliation to Santander Bank and access to securities-based lending options.

Jawan Mc Allister is a financial advisor with McAdam LLC, holding a Series 65 designation and six years of industry experience. He has been with McAdam LLC since 2019 and also serves as an assistant baseball coach for both St. Joseph's Preparatory School and the Anderson Monarchs. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting services. The firm manages client accounts primarily on a discretionary basis, utilizing a range of investment strategies including mutual funds, ETFs, direct indexing, private funds, and cryptocurrency exposure.

Thomas Schulgen is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 designations and six years of industry experience. He has been associated with United Planners since 2026 and has longstanding ties to Haddon Agency LLC since 2009, where he also serves in an insurance producer capacity. Schulgen is a partner in Haddon Advisory Group, a non-investment-related partnership. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and serves a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm operates through independent Investment Adviser Representatives and employs a range of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Daniel Anderson is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Primerica Advisors and has prior experience at Park Avenue Securities, Guardian Life Insurance Company, and TNGC Philadelphia. He is also involved in offering insurance products outside of Guardian Life. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, providing both brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms.

Christy Barilotti is a CFP® with 25 years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has operated her own firms, Barilotti Wealth Strategies LLC and Barilotti Wealth Strategies & Insurance Solutions, LLC, since 2008 and 2014 respectively, and has longstanding ties to New York Life Insurance Company and NYLIFE Securities LLC. Outside of her advisory work, she serves on the Campaign Executive Committee for Ursinus College, volunteers with a mentorship program at Liguori Academy, participates on the U-Imagine Center Advisory Council, and owns Freedom and Clarity, LLC, which holds a patent and license for a cell phone device. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides a range of financial planning and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of its assets on a non-discretionary basis within the integrated New York Life structure.

Jean Barberio is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 designations and has worked at firms including GWFS Equities Inc., Advised Assets Group, Park Avenue Securities, Guardian Life Insurance Company, and Hanlon Investment Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and client savings rates.

Dina Hartnett is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. She holds the ChFC® designation and Series 63 license. Hartnett has also been involved with Barilotti Wealth Strategies & Insurance Solutions, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Dante Gazzola is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and two years of industry experience. He has worked at TD Bank N.A. and Equitable Advisors, and has held roles outside finance including positions at Woodcrest Country Club and Sunlight Care, LLC. Dante also spent four years at Wilkes University and Cherry Hill East High School. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios combining strategic and tactical asset allocation, utilizing both affiliated and third-party managers, and offers financial planning support along with custody and reporting services.

Matthew Purzycki is a CFP® with 32 years of experience in the financial industry. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2002. Outside of his advisory role, he provides tax preparation services and serves as a trustee of Liberti Church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and wholly owned by The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory services, utilizing both proprietary and third-party strategies.

Michael Swallow is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 24 years of industry experience. His prior roles include positions at BB&T Securities and LPL Financial. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and AI-enabled research tools.

Jessica Squadroni is a financial advisor with Eagle Strategies (NY Life) based in Philadelphia, PA, holding a Series 66 license and three years of industry experience. She has worked with Eagle Strategies since 2023 and has prior experience at NYLIFE Securities LLC and Barilotti Wealth Strategies. Before entering the financial services industry, she spent five years with IBEW Local Union 98. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides a range of advisory services through multiple program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Adam Cohler is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and three years of industry experience. He has worked at multiple firms including Cohler Law Firm, Cohler Financial Associates, and the New Jersey Office of the Public Defender. Cohler serves as a board trustee member of the Camden County Bar Association outside of his financial advisory role. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and estates. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and supports its advisors through limited-partnership ownership and structured transition assistance.

Peter Colicchia is a financial advisor with United Planners Financial Services of America and holds Series 65 and Series 66 credentials. He has nine years of industry experience, having previously worked at firms including Allianz Global Investors and Baron Capital. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based solutions through a network of independent advisors.

Michael Cohler is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with United Planners Financial Services of America for over 30 years and also manages Cohler Financial Associates, a marketing entity. Since 2019, he has served as a FINRA arbitrator. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and atypical institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through its network of 477 independent advisors.

Daniel Kiefer is a financial advisor with TD Private Client Wealth LLC, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. His work history includes roles at TD Bank N.A., Cetera Advisor Networks LLC, UPS, Summit Financial Group, Inc., and Summit Brokerage Services. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm utilizes a blend of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering portfolio management, financial planning, and custody services through established technology and custodian platforms.

Jason Reeves is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, W.L. Gore & Associates, Siemens Healthineers, and Kuraray America Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, featuring point-in-time financial plans and optional managed account solutions.

Charles Morlock is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade Investment Management, Charles Schwab, and Charles Schwab Bank. Outside of his advisory role, he owns rental property in Ventnor, New Jersey. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers a mix of investment advisory programs, brokerage, and insurance services, including a digital advisory program managed in partnership with SigFig and a Managed Account program.

Timothy Hague is a financial advisor with Centaurus Financial, Inc., holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience, including roles at Centaurus Financial, Spivak Financial Group, and U.S. Allianz Securities Inc. Outside of his advisory work, Hague is involved in charitable fundraising for Phoenix Children's Hospital and owns several business entities related to insurance sales and real estate development. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, and institutions. The firm offers financial planning, portfolio management, and specialized retirement-plan consulting, employing a range of investment analysis techniques and both discretionary and non-discretionary management approaches.