Mitchell Pinheiro is a CFA® charterholder with 41 years of industry experience. He is currently affiliated with Legacy Investment Advisors, LLC and Sturdivant & Co., Inc., where he has worked since 2019. His career includes roles at Costello Asset Management, Inc. and Wunderlich Securities, Inc. Legacy Investment Advisors provides discretionary portfolio management and financial planning to institutional and non-institutional clients, including pension plans. The firm employs a long-term, systematic investment approach centered on global macro quantitative analysis and fundamental research, with a focus on risk management and regular client reporting.

Deep Patel is a financial advisor at GenRise Wealth Advisors LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at GenRise since 2014 and Advisors Asset Management, Inc. prior to that. GenRise Wealth Advisors LLC serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and standalone financial consulting. The firm focuses on fundamental analysis and strategic asset allocation, managing portfolios on a discretionary basis while incorporating client-imposed investment restrictions and offering features such as cryptocurrency ETF investments and hourly consulting.

Victor Tedesco is a ChFC® credentialed advisor with 44 years of industry experience, currently serving at Strategic Financial. He has been affiliated with Strategic Financial Advisors Corporation since 1987 and FSC Securities Corporation from 1987 to 2023. He also maintains ownership of a sole proprietorship focused on the sale of life insurance, long-term care, disability, and fixed annuity products. Strategic Financial serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and business owners, providing modular financial planning services that emphasize advice and planning rather than discretionary management. The firm uses a fixed-price and hourly billing model and offers a breadth of planning services including tax, retirement, estate, and business continuity planning.

Larry Peery II is a financial advisor at Magnolia Private Wealth, LLC in Philadelphia, PA, holding a Series 65 designation with nine years of industry experience. Prior to joining Magnolia, he worked for seven years at Cavria Advisors, LLC. Outside of his advisory role, he is a partner at FA Digital, LLC, a non-investment-related business. Magnolia Private Wealth serves individual clients, trusts, pension plans, and charitable organizations, offering financial planning, discretionary portfolio management, and employee benefit plan services. The firm employs a customized investment approach blending fundamental and technical analysis and collaborates with affiliated tax and insurance providers.

Christian Maisch is the principal advisor at Maisch Financial Partners, LLC, holding a Series 65 designation with two years of industry experience. He has been involved in financial services since 2015 through roles at Synergixx, LLC and The Maisch Financial Group LLC, where he also serves as Client Services Manager. Maisch Financial Partners provides financial planning, consulting, and discretionary wealth management primarily to individual clients and offers institutional consulting and education to non-profit organizations. The firm typically allocates assets among independent third-party managers and oversees ongoing due diligence and account reviews.

Stephen Way is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. He has been with Setarcos Wealth Advisors LLC since 2014. Setarcos Wealth Advisors LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management alongside financial planning and consulting. The firm uses a customized, fundamental-analysis approach with a generally long-term orientation and offers planning services without separate charges to investment management clients.

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.

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.

Mark Rioboli is a CFP® and Series 65 accredited financial advisor with 22 years of industry experience. He has worked at Webster Street Investment Advisors LLC since 2025 and previously held roles at Modera Wealth Management, LLC and Independence Advisors, LLC. Webster Street Investment Advisors provides discretionary investment management to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm focuses on low-cost, diversified mutual funds and ETFs, applying fundamental analysis and a long-term orientation while customizing asset allocation and portfolio monitoring to each client’s goals and risk tolerance.

Collin Bill is a CFP® with seven years of industry experience, currently serving as the sole advisor at TA Capital Management, LLC. He has worked at Total Alignment Wealth Advisors, LLC for nine years and has a background spanning 13 years at ABS Electrical Contractors. TA Capital Management provides wealth management services combining asset management and financial planning for individuals, trusts, estates, and business clients. The firm emphasizes tailored portfolio construction and financial plans, with a significant portion of assets managed on a non-discretionary basis and a formal relationship with Total Alignment Wealth Advisors that supports operational resources and client services.

Matthew Ramer is a Series 66-registered advisor with MOR Wealth Management, LLC, based in Philadelphia, PA. He has 27 years of industry experience, including over a decade at MOR Wealth Management and nine years previously with Commonwealth Financial Network. Outside of finance, he is the sole owner and audio mastering engineer of Digilog Sound and serves on the boards of Spring Garden Pictures and Weathervane Music. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting primarily for high-net-worth individuals, trusts, estates, and businesses. The firm employs a long-term investment approach that utilizes low-cost diversified mutual funds and ETFs, alongside individual stocks and bonds, managing accounts on a discretionary basis tailored to clients’ goals, risk tolerance, and time horizon.

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.

Amanda Carpenter is a financial advisor with Massey Morgan Wealth Management, LLC in Medford, NJ. She holds a Series 65 designation and has been with the firm since 2023. Prior to joining the firm, she was a full-time student and has had involvement with St. Mary of the Lakes Church. Massey Morgan Wealth Management provides financial planning and advisory services primarily to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates on a referral basis, connecting clients with third-party money managers, and focuses on advisory and planning services without discretionary portfolio management.

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.