Evan Powers is a CFP® with 12 years of industry experience, currently serving as an advisor at Cypress Financial Planning since 2013. He previously worked at Myfinancialanswers, LLC from 2015 to 2019. Powers serves as an advisory board member of Farmington Country Club, a private social and sports club, where he provides oversight of finances. Cypress Financial Planning is a fee-only, SEC-registered firm offering comprehensive financial planning, investment management, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a variety of investment strategies, including the use of derivatives, and manages both discretionary and non-discretionary client relationships.

Paul Snyder is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Securities America, Inc. and Osaic Wealth, Inc., spanning over two decades in the advisory field. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $647 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multidisciplinary approach that integrates accounting, brokerage, and insurance services.

Kurt Ruoff is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cypress Financial Planning since 2020. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, with a combined tenure of nearly a decade. Outside of his advisory role, Ruoff is involved as a board member and treasurer for a youth sports tournament organization. Cypress Financial Planning is a fee-only, SEC-registered advisory firm that offers comprehensive financial planning and investment management to individuals, families, businesses, and institutions. The firm employs a range of portfolio strategies, including derivatives and options, and manages both discretionary and non-discretionary client relationships.

Daniel Smyth is a Managing Director at HCR Wealth Advisors in Philadelphia, holding Series 65 and Series 63 licenses with five years of industry experience. He has worked at several firms including UBS Financial Services, Lincoln Financial Group, and American Brokerage Services. Smyth also serves as Director of the Life, Long Term Care, and Disability Insurance Division at Relation Insurance Services. HCR Wealth Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis in its investment approach and manages nearly $2 billion in client assets across a team of advisors.

David Armbruster is a CFP® professional with seven years of experience in financial advising. He has been with Cypress Financial Planning since 2018 and previously worked at William Paterson University of New Jersey. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutional clients. The firm uses a variety of investment strategies, including options and derivatives, to construct portfolios and provides both discretionary and non-discretionary wealth management and financial planning services.

Joann Morgano is a financial advisor at Laurel Oak Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 18 years. Outside of her advisory role, she co-hosts a financial TV show, "It's Your Money with Jo Ann and Martin," where she discusses financial topics with industry experts. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and the use of independent managers, serving clients through a wrap fee program.

Eric Rohtla is a CFP®-certified financial advisor with four years of industry experience, currently with Passive Capital Management, LLC. Prior to joining Passive Capital Management, he held positions at the Academy of the New Church and The Vanguard Group, Inc. He has also been involved with the Glencairn Museum during his career. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors and serves individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm follows a passive, asset-allocation investment approach using index mutual funds and ETFs, offering discretionary and non-discretionary management along with ERISA 3(21) retirement plan advisory services.

Robert Shaara is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with GreenLeaf Financial Network since 2020 and also owns and operates Verona Insurance Agency, where he has been involved in insurance sales since 1985. Outside of his advisory role, he manages the sales of non-securities insurance products through his insurance business. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities by providing portfolio management, financial planning, and investment consulting. The firm utilizes a range of investment strategies and emphasizes customized client solutions through its network of independent advisors.

Gary Johnston is a financial advisor at Laurel Oak Wealth Management, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 20 years. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services for individuals, institutions, trusts, and businesses. The firm employs a mix of active and passive strategies, including tactical asset allocation and the use of independent managers, to serve a broad client base through its wrap fee program.

Arthur Troccoli Jr. is a financial advisor at PTS Brokerage, LLC with nine years of industry experience and holds a Series 66 designation. He has worked at ProCFO Partners since 2024 in a fractional CFO role and has been with PTS Brokerage since 2018. Prior to this, he was affiliated with Lehigh Valley Public Telecommunications (PBS39) and Questar Asset Management, Inc. PTS Brokerage, LLC provides investment supervisory and money management, investment advice, and financial planning to individuals, estates, trusts, and retirement plans. The firm offers tailored portfolios using fundamental and technical analysis and employs derivatives and options strategies primarily for larger accounts.

Peter Marcello is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at JCC Financial Network LP and 3 Mp Group, alongside a long tenure with the New Jersey State Police. In addition to his advisory work, he writes life insurance, long-term care, and fixed annuities and prepares tax returns seasonally through 3 Mp Group. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm uses both fundamental and technical analysis to tailor portfolios to client objectives and employs derivatives and options strategies primarily for larger accounts.

Jacob Hanzel is a financial advisor at Laurel Oak Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise for four years. Before his financial career, he was employed at Pine Valley Golf Club and Washington Township High School. Laurel Oak Wealth Management offers discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm combines active and passive investment strategies with tactical asset allocation and uses a wrap fee program alongside independent managers and sub-advisors.

Jeffrey Jones is a CFP® and Series 66 credentialed financial advisor with 17 years of experience, all at Cypress Financial Planning. He is a principal at Cypress Properties, managing commercial real estate property operations. Additionally, he volunteers as a financial mentor with 3rd Decade, providing coaching to underserved individuals. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutions with comprehensive financial planning and investment management. The firm employs a combination of modern portfolio theory, fundamental and technical analysis, and uses derivatives strategies in client accounts while operating as a fiduciary.

Donna Mcgill is a financial advisor with AtCap Partners, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at AtCap Partners since 2017 and has additional experience with Ceros Financial Services, Forker and Associates Tax Solvers, and Jackson Hewitt Tax Service. Outside of advisory work, she is involved in life insurance sales and seasonal tax preparation. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental analysis and technical tools, including market cycle timing, and offers access to third-party asset managers as part of its tailored portfolio solutions.

Crescenzo Galli is a financial advisor at Wealth Management Associates, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Osaic Wealth, Inc. and Securities America, Inc. In addition to his advisory role, he owns and manages a real estate business. Wealth Management Associates, Inc. serves individuals, pension plans, charities, and small businesses, managing over $646 million in assets. The firm offers portfolio management, financial planning, and pension consulting, combining investment management with accounting and insurance services.

Christopher Mallon is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has been with Pennsylvania Capital Management Inc. since 2018 and previously worked at Hobbs Group Advisors, LLC. The firm provides individualized investment management, consulting, financial planning, and private fund advice to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. Pennsylvania Capital Management manages approximately $848.6 million in assets and employs a mix of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services across multiple offices.

Jeffrey Hahn is a financial advisor at PTS Brokerage, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. He is also active as a life insurance agent for multiple carriers, including Penn Mutual. PTS Brokerage, LLC provides investment supervisory and money management, financial planning, and investment advice primarily to individuals, estates, trusts, and retirement plans. The firm employs a tailored approach using fundamental and technical analysis, offers derivatives and options strategies for larger accounts, and operates as both an SEC-registered investment adviser and registered broker-dealer.

Brian Hoguet is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with MFG Investments, LLC since 2005 and has prior experience at Securities America, Inc. and Securities Service Network, Inc. He also holds a registered representative license with Osaic Wealth, Inc. and is an insurance agent providing coverage solutions for clients. MFG Investments serves individual clients, including both non-high-net-worth and high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm employs fundamental analysis and modern portfolio theory, providing tailored strategies with regular account reviews and educational seminars.

David Hess is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding a Series 63 designation and bringing 42 years of industry experience. He has worked with firms including Osaic Wealth, Inc. and Securities America, Inc., and has served in roles such as managing director at Wealth Management Associates, Inc. Outside of his advisory work, he volunteers as a sub-committee member overseeing financial aspects of a local yacht club. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $647 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary approach that includes integrated accounting services, brokerage, and insurance offerings.

Sean Balliet is a CFP® professional with four years of industry experience, currently serving at Cora Capital Advisors. He is also a partner at Baratz & Associates, P.A., a certified public accounting firm where he focuses on tax planning, preparation, and compliance. Cora Capital Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm emphasizes a long-term, fundamentals-driven investment approach using diversified, low-cost mutual funds and ETFs, bonds, and selective trading, supported by internal due diligence and ongoing portfolio monitoring.