Craig Jordan is a financial advisor at Apogee Financial Services Group, Inc. with 22 years of industry experience. He has been with Apogee since 1989 and holds the Series 63 designation. Apogee Financial Services Group, Inc. provides personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation, core-and-satellite approach with global diversification and primarily manages assets on a non-discretionary basis.

Debra Gaglioti is a financial advisor at Capital Planning Associates, Incorporated with 24 years of industry experience. She holds a Series 66 designation and has worked at Capital Planning Associates since 2011, following eight years at FSC Securities Corporation. Outside of her advisory role, she is involved in managing captive insurance companies through related business entities. Capital Planning Associates serves business owners, high-net-worth individuals, and employer retirement plans by providing personalized investment counseling, portfolio monitoring, and comprehensive financial planning. The firm emphasizes pension consulting and ERISA-related services, operating primarily on a non-discretionary basis while integrating insurance and accounting expertise through affiliated activities.

Steven Tambone is a CFP® and ChFC® with 23 years of industry experience. He has been the sole advisor at S & A Financial Strategies & Services, LLC since 2012. S & A Financial Strategies & Services, LLC is a fee-only registered investment adviser serving primarily individual clients and a smaller number of small businesses and corporations. The firm focuses on life-goals financial planning and ongoing tracking combined with investment management, typically using low-expense, no-load mutual funds and ETFs, with accounts monitored weekly and managed in a primarily non-discretionary manner.

Mark Friedenthal is a financial advisor at Friedenthal Financial, LLC, holding a Series 65 designation and with 17 years of industry experience. He has been with Friedenthal Financial since 2009. Friedenthal Financial provides investment supervisory services and financial planning to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm manages client portfolios internally using both strategic and tactical asset-allocation approaches and maintains a client-specific Investment Policy Statement for each engagement.

Daniel Gordon is a Series 65-licensed advisor at Shaker Financial Services in Sewell, NJ, with 20 years of industry experience. He has been with Shaker Financial Services since 2006. Shaker Financial Services is a discretionary investment adviser managing approximately $280 million for around 330 clients, including individuals, families, trusts, IRAs, small-business retirement accounts, and some institutional entities. The firm’s investment approach focuses on closed-end funds and a quantitative “discount capture” strategy, employing daily monitoring and statistical analysis to build diversified portfolios across equity CEFs, bond CEFs, and fixed-income positions.

Gary Votto is a financial advisor with Bishop & Associates Inc in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. His work history includes roles at PHL Futures LLC, Bishop Capital Advisers LLC, Systra LLC, and Kingsview Asset Management. He is a managing member involved in commodity pool operations and managing trading activities through affiliated entities. Bishop & Associates is a small registered investment adviser managing approximately $32 million across individuals, retirement accounts, charitable organizations, foundations, pension plans, and trusts. The firm offers discretionary portfolio management featuring a large-cap core equity strategy, fixed-income management, and an options overlay, with an emphasis on risk management and diversification through its Panoramic Portfolio Management approach.

Michael Woloshin is a financial advisor at Woloshin Investment Management, LLC with 45 years of industry experience. He has been with Woloshin Investment Management since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director for Advanced Educational Services and is involved in life insurance sales and trustee services for Deferred Sales Trusts. Woloshin Investment Management provides discretionary investment management and financial planning to individuals, trusts, estates, foundations, retirement plans, and corporations. The firm manages approximately $180 million in client assets through a strategic asset allocation approach using four model portfolios and combines fundamental, cyclical, and technical analysis in security selection.

Devin Rainone is a CFP® and CFA® with four years of industry experience. He currently works at MOR Wealth Management, LLC and has prior experience with Commonwealth Financial Network, SK Wealth Management, and Massachusetts Mutual Life Insurance Company. 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 emphasizes a long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual stocks and bonds as appropriate, and manages accounts on a discretionary basis aligned with each client’s goals and risk tolerance.

Harvey Dekrafft is a financial advisor at Legacy Investment Advisors, LLC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Atlantic Equity Research, LLC and Sturdivant & Co., Inc. He has been with Legacy Investment Advisors since 2008 in various capacities. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including defined contribution plans and state and municipal government clients. The firm employs a long-term, global macro asset-allocation strategy using top-down quantitative analysis and fundamental research, managing accounts primarily on a discretionary basis.

William Small is a financial advisor with RMAS, Inc., holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been president of multiple related businesses, including Kings Management Company, which focuses on insurance sales and estate work, and SKS Plan Administration, Inc., a third-party pension and retirement plan administrator. Small is also the sole owner of TAAP LLC, a management company. Risk Management Advisory Services, Inc. offers discretionary investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm’s approach combines fundamental analysis with tailored strategies aligned to each client’s investment policy and risk profile.

Thomas Morgan is a financial advisor at Massey Morgan Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Massey Morgan Wealth Management since 2012. In addition to his advisory role, he is owner and partner of Massey Morgan Financial Solutions, LLC, where he is involved on a limited basis. Massey Morgan Wealth Management provides financial planning and advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm primarily acts as a liaison between clients and third-party money managers, focusing on planning and coordination rather than direct portfolio management.

Matthew Montenero is a CFP® professional with 26 years of experience in the financial industry. He is currently affiliated with MK3 Wealth LLC, where he has worked since 2019. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Montenero serves as a committee member on the District Ethics Committee, District IIIB of Burlington County. 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 uses proprietary model portfolios and a combination of fundamental and technical analysis to customize asset allocation and manage client accounts.

Donald Hill is a Series 65-licensed financial advisor with Hill and Labarre Wealth Management, where he has worked since 2021. He has three years of industry experience and previously spent over three decades with the Southeastern Pennsylvania Transportation Authority. Outside of his advisory role, Hill serves as the General Chairman of the Brotherhood of Locomotive Engineers and Trainmen Division 71, representing commuter Locomotive Engineers in contract negotiations and arbitration. Hill and Labarre Wealth Management provides asset management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a value-oriented, primarily long-only approach supplemented by tactical and strategic asset allocation and option strategies, offering both active and passive portfolio management programs along with educational offerings.

Rachel Allison is a financial advisor at Haddonfield Financial Planning LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bank of America. Allison serves as Treasurer for the Friends of the Indian King Tavern Museum. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, trust and estate beneficiaries, retirement plans, and institutional clients, using a diversified, long-term investment approach with strategic asset allocation and discretionary management.

Joseph Purcell is a CFP® credentialed financial advisor with 16 years of industry experience. He has worked at Wissahickon Wealth Management LLC since 2017 and previously held positions at Bank of America, Merrill Lynch, and Morgan Stanley. Wissahickon Wealth Management LLC provides wealth planning and investment management services to individuals, trusts, charitable organizations, and businesses. The firm focuses on tailored asset allocation and life-transition planning, managing portfolios with a fundamental security-selection approach and sponsoring its own wrap fee program.

Carey Morgan is a CFP® and ChFC® with seven years of experience in financial advising. He is a partner at Livelhood LLC in Philadelphia, where he has worked since 2016, and previously spent three years at New Century Trust. Morgan serves as Treasurer and Board Member of The Merchant Fund, a nonprofit that makes grants to small businesses, where he advises on financial matters and develops long-term financial strategy. Livelhood LLC provides fee-only, advice-only financial planning and educational services to individuals, business owners, and families. The firm emphasizes long-term, globally diversified investment recommendations without managing client assets and offers public and employer-sponsored educational seminars.

Elizabeth Gaasbeck is a financial advisor with Main Street Financial Life Advisors, LLC and holds a Series 65 designation. She has six years of industry experience, including roles at Armanino LLP and Gross, Mendelsohn & Associates, P.A. In addition to her advisory work, she serves as Director of Tax at Roman & Kulpa, LLC, a CPA firm. Main Street Financial Life Advisors, LLC provides investment management and reporting services to individuals, business entities, trusts, estates, and charitable organizations. The firm integrates tax preparation, accounting consulting, and insurance advisory services through affiliated entities and employs a client-focused investment process that includes ongoing monitoring and use of various portfolio management tools.

Shannon Mccue is a financial advisor at Philadelphia Investment Partners, LLC with 12 years of industry experience. She has held her current role since 2017 and previously worked at MyCIO WEALTH PARTNERS, LLC. Mccue holds a Series 66 designation. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, and institutional investors. The firm uses a top-down macroeconomic analysis combined with fundamental valuation and offers both diversified and customized investment strategies.

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.