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.

Jeffrey Hahn is a financial advisor with PTS Brokerage, LLC, holding the ChFC® and Series 63 credentials and bringing 39 years of industry experience. He has worked at PTS Brokerage since 2017 and has also been associated with Penn Mutual Life Insurance Company since 2014. Hahn is actively engaged in life insurance sales for multiple carriers, including Penn Mutual Life. PTS Brokerage, LLC provides investment supervisory services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach utilizing fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.

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 at Cora Capital Advisors with three years of industry experience. He is also a partner at Baratz & Associates, P.A., a certified public accounting firm where he provides tax planning, preparation, and compliance services. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, using a long-term, fundamental analysis approach tailored to client goals and risk tolerance.

Gary Brotz is a financial advisor with PTS Brokerage, LLC, holding a Series 66 credential and over 22 years of industry experience. He has been with PTS Brokerage since 2006 and is also a partner in a CPA firm, Sharer Petree Brotz & Snyder, where he has worked since 1993. Additionally, he operates a sole proprietorship providing accounting and tax services and consults on health benefit planning. PTS Brokerage, LLC offers investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm uses an active, tactical investment approach incorporating fundamental and technical analysis, with a range of portfolio strategies and regular account reviews.

Keith Radimer is a financial advisor with Laurel Oak Wealth Management, LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory work, he owns and manages Rad Equestrian LLC, an equestrian business. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm employs a blend of active and passive investment strategies, including tactical asset allocation and alternative investments, within a predominantly discretionary investment process.

John Norman is a financial advisor at Laurel Oak Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC. His background includes experience in both financial services and various other business ventures. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm employs a combination of active and passive investment strategies, including tactical asset allocation and alternative investments, supported by a team of 15 advisors and managing approximately $1.4 billion in assets.

Thomas Devine is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Cypress Financial Planning since 2024 and previously held roles at Ally Bank and GNR Group. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutional clients. The firm employs a tailored, holistic process and incorporates sophisticated trading strategies, including derivatives and options, within a team of seven advisors managing approximately $490 million in assets.

William Merriken Jr. is a financial advisor at Almanack Investment Partners with 35 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Merriken has been involved with Merriken Financial Group, Inc. since 1982, where he provides planning and insurance services, and he is also affiliated with Redwood Wealth Management Group. Almanack Investment Partners offers discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs diversified, risk-conscious model portfolios and manages adviser-led pooled vehicles and private funds alongside managed accounts.

Justin Yakubowski is a financial advisor at Laurel Oak Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Bank of America, PNC Bank, and Wells Fargo Bank spanning from 2016 to 2025. 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 employs a predominantly discretionary investment process that combines active and passive strategies, tactical asset allocation, and alternative investments.

Louis Laselva is a financial advisor at Laurel Oak Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of his advisory role, he oversees day-to-day operations of a pass-through business entity. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and ERISA plan advisory services for 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.

Joseph Osherow is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wealth Management Associates since 2005 and was previously with Securities America, Inc. until 2024. Wealth Management Associates, Inc. serves a diverse client base including individuals, pension plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, and is notable for its integrated accounting and tax capabilities alongside advisory services.

Timothy Collins is a financial advisor at PTS Brokerage, LLC with 19 years of industry experience. He holds a Series 66 designation and has held roles at Continuity Operations Group, CohnReznick LLP, and Investigative Alternatives. Outside of advisory work, he operates a tax and accounting services business and conducts private investigations. PTS Brokerage provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach using fundamental and technical analysis, with portfolio reviews at least monthly.

Austin Kennedy is an investment advisor representative at MFG Investments, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. and OSAIC Wealth, Inc. in addition to his current role. Kennedy is also licensed in insurance activities. MFG Investments, LLC serves individual investors across a range of net worth levels, providing discretionary portfolio management and financial planning services. The firm employs a combination of in-house model portfolios, third-party money managers, and multiple investment strategies, with ongoing account monitoring and periodic reviews.

Matthew Fitzgerald is a financial advisor at Laurel Oak Wealth Management, LLC in Marlton, NJ, with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise Financial Services from 2005 to 2025 before joining Laurel Oak and Purshe Kaplan Sterling Investments in 2025. 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 both active and passive strategies, including tactical asset allocation and alternative investments, and serves clients through a wrap fee program managing approximately $1.34 billion across more than 4,500 accounts.

Jeremy Schank is a financial advisor at PTS Brokerage, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Noto and Coda. In addition to his advisory role, Mr. Schank is involved in tax preparation through PTS Tax Advisors, owns an insurance sales business, operates a crypto mining venture, and serves as a Jiu-Jitsu instructor. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach utilizing both fundamental and technical analysis, with a focus on options strategies and regular portfolio reviews.

Jon Greer is a financial advisor with GSG Advisors LLC in Mt. Laurel, NJ, holding a Series 66 designation and 23 years of industry experience. He has been with Greer, Scocca & Lau LLC since 2003 and GSG Advisors LLC since 2002. Outside of his advisory role, he is a 33% owner of a law firm and holds a New Jersey real estate license, engaging in licensed real estate activities. GSG Advisors LLC provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, customizing strategies based on clients’ time horizons, tax considerations, and risk tolerance, and manages approximately $715 million in assets under management.

Joseph Scocca is a financial advisor at GSG Advisors LLC with 22 years of industry experience and holds a Series 66 designation. He has been associated with Greer, Scocca & Lau LLC since 2003 and GSG Advisors LLC since 2002. Outside of his advisory role, he is a 33% owner of a law firm specializing in estate and real estate matters. GSG Advisors LLC provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, employing a variety of investment vehicles and regularly reviewing client portfolios to tailor strategies based on time horizons, tax considerations, and risk tolerance.

Richard Malesich is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has managed his own practice, R.C. Malesich & Associates, LLC, since 1998 and has been affiliated with PTS Brokerage and RCM Capital Management for over 19 years. Outside of investment advisory, he is involved in managing his practice and also conducts life, health, and disability insurance sales. PTS Brokerage, LLC provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach using both fundamental and technical analysis, managing discretionary and non-discretionary portfolios while offering a range of strategies including options and trailing stop losses.