Alec Price is an investment advisor representative with Concurrent Investment Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc., holding Series 63 and Series 65 credentials. He has 36 years of industry experience, including roles at Bank of America and Merrill Lynch. Outside of his advisory roles, Alec Price is involved in managing Price Financial Management Holdings and owns 73 Holdings LLC, which rents office space in West Berlin, NJ. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to a diverse client base including individuals, families, trusts, and businesses. The firm employs a long-term investment approach using a combination of ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Zachary Rhoda is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment, Clearpath Wealth Partners, and Rev.com. Outside of finance, his background includes roles in education and in the food service industry. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house Investment Management & Research team that manages discretionary portfolios using proprietary screening processes and offers a variety of advisory services tailored to client needs.

William Voliva is a CFP® with 33 years of industry experience and is affiliated with Capital Analysts. He has worked at Lincoln Investment for the past 10 years. In addition to his advisory role, he is an insurance producer specializing in disability and fixed insurance products. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house investment management team that employs proprietary screening tools and model portfolios.

Harold Hill is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992 and has also served at Rutgers University for over four decades. Outside of his advisory role, he serves as Chairman of the Community Friendship Foundation, focusing on community service projects. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to custom strategies, third-party managers, and retirement plan advisory services, supported by an in-house Investment Management & Research team.

James Burr is a financial advisor with Capital Analysts in Marlton, NJ, holding a Series 66 designation and 15 years of industry experience. He has worked concurrently at Huntington Learning and Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, Burr operates several tutoring businesses as an independent tutor and sole proprietor. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, custom portfolios, and access to third-party managers, supported by an in-house investment management and research team and proprietary mutual fund screening.

Nicholas Carini is a financial advisor with IAMS Wealth Management, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at IAMS Wealth Management since 2018 and previously at Foresters Equity Services from 2014 to 2018. Outside of his advisory role, he owns a real estate firm, Hawk Realty, LLC. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management using proprietary and third-party model portfolios and a diversified asset-allocation approach.

Mario Dilisciandro is a financial advisor with Capital Analysts who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has worked at CTC, L.L.C. since 2012 and Lincoln Investment Planning, Inc. since 2010. Outside of his advisory work, he serves as Board Chair for both the Mantua Township Municipal Utilities Authority and the Gloucester County Library System. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through a variety of programs supported by an in-house investment management and research team.

Daniel Hernandez is a financial advisor with Capital Analysts, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1987 and serves as President of the Favorite Harbor Condo Association, overseeing projects and maintenance. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs, model portfolios, and third-party managers. The firm employs an in-house Investment Management & Research team that supports its investment decisions and provides a range of advisory services with differentiated authority levels.

Matthew Voliva is a financial advisor with Capital Analysts, holding a Series 66 designation and 15 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2011. Capital Analysts serves a wide range of clients including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Gary D'alessio Jr. is a financial advisor at Verity Asset Management with five years of industry experience. He holds a Series 65 credential and has a background in law enforcement, including roles with the Burlington County Prosecutor's Office and the Cherry Hill Police Department. Outside of his advisory role, he is involved in several business activities, including partnerships in insurance agencies and ownership of a merchant services company. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Bryan Faller is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 12 years of industry experience, including roles at The Faller Company and Lincoln Investment Planning. Outside of advisory work, he is involved in the arts as the founder of Faller Arts LLC and serves as editor for an academic art book publisher based in London. He also holds teaching and board roles related to art and nonprofit organizations. Capital Analysts serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and corporations. The firm’s investment approach is supported by an in-house research team utilizing proprietary screening and a range of portfolio management options, with advisors offering customized solutions and access to third-party managers.

Andrew Wilt is a financial advisor with Capital Analysts in Marlton, NJ. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Wilt has worked at Lincoln Investment since 2015 and has taught at Villanova University since 2001. He is also engaged in financial planning activities through Heritage Advisory Group. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and employs an in-house investment management and research team that uses proprietary screening tools to guide investment decisions.

Jeffery Ahrens is a CFP® with 25 years of industry experience, currently serving with Gladstone Wealth Partners. His prior roles include positions at LPL Financial, Exceptional Risk Advisors, and Raymond James Financial Services. Outside of his advisory work, he is involved in a sports data aggregation venture named Metrix Matter. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment advisers. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, and is notable for its integration of retirement-plan service delivery with institutional manager relationships.

Charles Gorenberg is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently affiliated with Belpointe Asset Management LLC and Fortune Financial Services, Inc., and serves as CEO and COO of Davidken Corporation, an insurance sales firm he has led since 1985. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that incorporate passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

James Conner is a financial advisor at Capital Analysts with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at First Command Advisory Services and First Command Financial Services. Outside of his advisory role, Conner is the founder and president of the Marlton Volleyball Club, where he organizes and coaches youth teams for regional tournaments. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management and employs an in-house investment team that manages proprietary model portfolios and utilizes a mutual fund screening process.

Gerald Nowakowski is a financial advisor at Earned Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Source One Business Services, UBS Financial Services, and Hartford Funds Management Company. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm uses independent investment managers and model portfolios informed by a third-party consultant and an internal committee, emphasizing diversification and a buy-and-hold strategy alongside comprehensive financial planning.

Steven Paolini is an associate at The Ascent Group, LLC with 27 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has previously worked with Osaic Wealth, Inc. and Triad Advisors. Paolini is also a founding board member and current Student Life Chairperson at Holy Cross Preparatory Academy. The Ascent Group is a registered investment adviser managing approximately $4.93 billion and serves over 3,500 clients through a team of four advisors. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and subadvisory services, utilizing a range of investment vehicles and specialized solutions.

Alberto Gaglianese is a CFP® with 40 years of experience in the financial industry, currently affiliated with Capital Analysts. He has been with Lincoln Investment Planning, Inc. since 1986. Outside of his advisory role, he is involved in real estate activities, including property flipping and rental management through several LLCs. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, custom portfolios, and ERISA retirement plan advisory services, supported by an in-house investment management and research team.

Michael Applebaum is a Series 63 licensed advisor with 39 years of industry experience. He currently works at Vanderbilt Advisory Services and has prior experience at Janney Montgomery Scott. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and it offers a range of portfolio management and financial planning services alongside a unique integration with retirement-plan and benefits firms.

Susan Marino is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior experience includes 11 years at Van Eck Associates Corporation and Van Eck Securities Corporation, followed by roles at Lincoln Investment since 2018. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to proprietary model portfolios and third-party managers, supported by an in-house investment management and research team.