Theodore Suleski is a financial advisor at Bluefin Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Money Management Financial Services LLC dba Bluefin Financial since 2017, as well as Securities America Advisors, Inc. since 2005. Outside of advisory work, he is involved as an owner in horse racing and is a partner in a real estate venture. 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, offering portfolio management, pension and 401(k) consulting, and financial planning with investment strategies that include fundamental and technical analysis, as well as options trading.

Walter Mccormac is a financial advisor at Bluefin Financial with over 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Money Management Financial Services LLC, Securities America Advisors, Inc., and related entities since 2003. Outside of his advisory role, he serves as Chairperson on the Municipal Court of Audubon, New Jersey, Community Dispute Resolution Committee, where he volunteers on a mediation panel. Bluefin Financial serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, managing approximately $259 million across 321 client relationships. The firm offers portfolio management, pension/401(k) consulting, and financial planning, employing a variety of investment strategies and analytical approaches tailored to client goals and risk tolerances.

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 is a financial advisor at Magnolia Private Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Cavria Advisors, LLC since 2016. Outside of his advisory role, Peery is a partner at FA Digital, LLC, a non-investment-related business. Magnolia Private Wealth is an SEC-registered advisory firm that manages approximately $225.7 million for around 159 clients. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and other entities, using a combination of fundamental and technical analysis to tailor portfolios to clients’ objectives and needs.

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.

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® and Series 65-registered advisor with nine years at Total Alignment Wealth Advisors, LLC and seven years of industry experience. Prior to advisory work, he spent over a decade with ABS Electrical Contractors. 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 coordinates with clients’ outside portfolio managers and emphasizes scenario-based planning supported by a web-based platform, without holding discretionary investment authority.

Henry Kwiecinski is a financial advisor with Bishop & Associates Inc in Philadelphia, PA, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Bishop Capital Advisers LLC, PHL Futures LLC, and Bishop Capital Management LLC. Bishop & Associates is a small registered investment adviser managing approximately $32 million for individuals and various institutional clients. The firm offers discretionary portfolio management with an emphasis on risk management through a multi-strategy approach, combining large-cap core equity, fixed income, options overlays, and access to private investments for qualified investors.

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.

Matthew West is a financial advisor with NexWealth LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He serves as CEO of Long Short Advisors, LLC, an investment advisory firm linked to a mutual fund. NexWealth provides continuous investment advice and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment process that includes asset allocation, mutual funds and ETFs, individual security selection, and the use of third-party sub-advisors, with a formal due-diligence program and discretionary authority over most accounts.

Anthony Philips is a financial advisor at Percent Advisors LLC with a Series 66 designation and four years of industry experience. His career includes roles at Macquarie Investment Management and Deloitte. Percent Advisors LLC provides discretionary and non-discretionary investment advisory services to institutional clients and high-net-worth investors, specializing in private credit and structured credit investments through separately managed accounts and privately offered pooled vehicles. The firm’s investment process emphasizes private credit underwriting, collateral and structural analysis, counterparty due diligence, and data-driven modeling across direct lending, asset-backed finance, and specialty finance strategies.

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.