Brandon Zahal is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Crossgate Wealth Advisors, LLC with two years of industry experience. His prior roles include positions at Rockwood Wealth Management, Presilium Private Wealth, and Cornerstone Capital Planning Group. Crossgate Wealth Advisors is a fee-only, SEC-registered investment adviser managing approximately $236 million in client assets for individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to build diversified portfolios, offering discretionary and non-discretionary management alongside financial planning services.

Andrew Stephens is a financial advisor at Proper Financial, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC, J.P. Morgan Chase Bank, AXA Advisors, LLC, and multiple entities within the Thrive group. Proper Financial, LLC is a registered investment adviser managing approximately $65 million for around 122 individual and high-net-worth clients. The firm provides wealth management, discretionary portfolio management, and standalone financial planning, using fundamental analysis to build primarily long-term, diversified portfolios with low-cost mutual funds and ETFs.

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 Conner is a CFP® with 18 years of experience in the financial industry. He currently works at Ethos Capital Management, Inc. and previously spent 15 years at Macquarie Investment Management (Delaware Funds). Conner is also involved in insurance-related activities through ETHOS CAPITAL ADVISORS, LLC. Ethos Capital Management, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides portfolio management, financial planning, and consulting services, utilizing fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisory relationships.

Kathleen Baltra is a financial advisor at Bancroft Capital, LLC with 19 years of industry experience. She holds the Series 66 designation and has worked at Bancroft Capital since 2018. Her prior experience includes roles at CM Advisory, LLC and CFG Capital Markets, LLC. Bancroft Capital provides investment advisory and retirement plan services mainly to institutional and plan clients such as pension and profit-sharing plans, banks, corporations, and high-net-worth individuals. The firm focuses on ERISA-related retirement consulting and financial planning, emphasizing long-term strategies and portfolio diversification.

Sean Cooney is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. He has been a principal at Cooney Financial Advisors, Inc. since 2008 and is also a partner in the Certified Public Accounting firm Rosenberg, Smith, Cooney & Migliore PC. Cooney Financial Advisors is a fee-only firm that provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset allocation strategy focused on globally diversified, index-based ETFs and primarily invests through no-load or low-load mutual funds and ETFs, with a significant portion of assets managed on a non-discretionary basis.

Andrew Leithe is a CFP® with 13 years of experience in financial advising, currently serving at Strategic Financial. He has held roles at OSAIC and Fsc Securities Corp, and is CEO and President of Strategic Financial Advisors Corporation. Outside of his advisory work, he is co-treasurer of the Rumson PTO. Strategic Financial offers comprehensive and modular financial planning and consulting services to individuals, including high-net-worth clients, as well as various business and nonprofit entities. The firm focuses on fixed-price planning and hourly consulting arrangements, providing written financial plans and periodic reviews without ongoing portfolio management.

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.

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.

Anthony Petsis is the president of Anthony Petsis & Associates Inc. and holds the ChFC® designation with 42 years of industry experience. He has been with Anthony Petsis & Associates since 1991 and previously worked at Signator Investors, Inc. and OSAIC. He serves as chairman for a charity golf tournament organized by the Rotary Club of Newtown, PA. Anthony Petsis & Associates Inc. offers personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides written plans and single-subject advice on a fee-for-service basis and does not manage client assets on a continuous basis.

Jason Walker is a financial advisor at Cross Border Financial Planning USA LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for seven years. Cross Border Financial Planning USA LLC manages approximately $114.7 million for around 134 individual clients, including high net worth individuals. The firm specializes in discretionary and non-discretionary portfolio management, financial planning, and estate-planning support, with a focus on cross-border clients and affiliations with a U.K.-based counterpart.

Maureen Donahue is a CFP® with 12 years of industry experience. She is currently with Yardley Wealth Management LLC and previously worked at Rockwood Wealth Management and Wells Fargo Advisors. Yardley Wealth Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides primarily discretionary portfolio management focused on mutual funds and ETFs, using customized investment advice based on client objectives and employing diversification and modern portfolio theory.

Susan Gress is a financial advisor with Bancroft Capital, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Bancroft Capital since 2018 and has also been associated with CM Advisory, LLC since 2016 and CFG Capital Markets, LLC from 2014 to 2018. Bancroft Capital provides investment advisory and retirement plan services primarily to institutional and plan clients, including pension and profit-sharing plans, banks, corporations, and high-net-worth individuals. The firm offers ERISA-focused retirement consulting and financial planning, emphasizing investment policy development, plan monitoring, and long-term portfolio diversification.

Theodore Massaro is a ChFC® with 48 years of experience in the financial services industry. He has been with M Financial Planning Services, Inc. since 2004 and also maintains longstanding roles with Asset Management Assoc. of Medford Inc, LPL Financial LLC, Security Mutual Life, and Phoenix Mutual Life Insurance. M Financial Planning Services focuses on standalone financial planning and consulting for individual and high-net-worth clients, offering tiered subscription-based and fixed-fee engagements without providing investment management services directly.

Brailyn Robertson is a financial advisor at The Aranda Group Advisors, LLC with a Series 65 designation and six years of experience at the firm. Prior to joining The Aranda Group, Robertson worked in roles outside the financial industry, including positions at TerraVida Holistic Center and Bright MLS. The Aranda Group Advisors, LLC serves individuals, high-net-worth families, trusts, non-profit organizations, pensions, and businesses with asset management and in-house financial planning. The firm emphasizes client-specific financial plans with diversified asset allocation, tax efficiency, and periodic rebalancing, offering both discretionary and non-discretionary portfolio management along with access to third-party sub-managers and securities-based lending.

Steven Toto is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Ethos Capital Management, Inc., where he has worked since 2021. His prior roles include positions at Madison Avenue Securities, LLC, AE Wealth Management, LLC, The Retirement Group, LLC, and FSC Securities Corporation. In addition to his advisory work, he is licensed as an insurance agent through Ethos Capital Advisors, LLC. Ethos Capital Management, Inc. serves individuals, high-net-worth clients, trusts, estates, and business entities by providing portfolio management, financial planning, and consulting services. The firm implements investment strategies based on fundamental, technical, and cyclical analysis, uses model portfolios and sub-advisers, and offers ongoing financial planning and portfolio review.

I’m Matthew Reakus, a Christian, father of three, husband to an amazing wife, and a dedicated financial planner passionate about helping families thrive financially. As the owner of Sound Wealth, I work with individuals, families, and business owners to simplify their financial lives, all through the lens of biblical stewardship. I teach biblical financial courses, guiding others on how to manage their resources wisely while honoring their faith. I also find joy in coaching my kids’ sports and staying active in my community. At Sound Wealth, we focus on providing comprehensive financial planning, investment management, and tax preparation services. Our financial planning goes beyond the basics, incorporating long-term strategies that align with personal and Kingdom goals. Through biblically responsible investing, we help clients grow their wealth while ensuring their investments reflect their values. Our tax services are proactive, offering year-round planning to minimize liabilities while maximizing the potential for giving and legacy-building. In all our services, from business consulting to retirement planning, we aim to deliver clarity, confidence, and financial freedom, allowing our clients to invest in what truly matters. Whether you're seeking to plan for the future, grow your investments, or simplify your finances, we’re here to guide you every step of the way. Let's make your financial journey not just successful, but purposeful.

Daniel Glod is a CFP® and ChFC® with 23 years of industry experience. He is currently with Stone Fortress Wealth Strategies and has previously worked at firms including TIAA-CREF, Coventry First, LLC, and High Speed Alliance LLC. In addition to his financial advisory roles, he owns and manages an auto repair business. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans, using a long-term investment approach that incorporates fundamental analysis, low-cost funds, and selective use of derivatives in customized portfolios.