Daniel Weidner is a CFP® professional with 9 years of experience at Financial Planning Services, operating under Weidner Associates LLC since 2007. He is also a 25% owner and treasurer of Capstone Property Services LLC, a property maintenance business in Merchantville, NJ. Financial Planning Services manages approximately $48.5 million for a small roster of primarily individual clients, focusing on non-discretionary portfolio management and financial planning. The firm emphasizes personalized investment plans considering income, taxes, and risk tolerance, with quarterly reviews and client-approved recommendations.

Laurent Metzler is a financial advisor at Apogee Financial Services Group, Inc. with 22 years of industry experience. He holds the Series 63 designation and has been with Apogee since 1989. Outside of his advisory role, Metzler is a partner in Metzler & DeSantis, LLP, a general law practice. Apogee Financial Services Group provides fee-only financial planning and investment management to individuals, trusts, small businesses, and charitable organizations, using a strategic asset-allocation approach with global diversification and primarily non-discretionary management.

Richard Vassos is a financial advisor at Vassos Investments, LLC with seven years of industry experience. He holds a Series 65 designation and has been self-employed since 1997. Vassos Investments, LLC is a small registered investment adviser managing about $20.1 million in discretionary assets for individual and high-net-worth clients. The firm employs fundamental analysis combined with long-term, short-term, and options trading strategies, providing individualized Investment Policy Statements and regular reporting.

Paul Bechtelheimer is a financial advisor at Anchored Financial Planning LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he serves as a head youth soccer coach for Real JFC Soccer Club in Medford, NJ. Anchored Financial Planning LLC provides investment advisory and financial planning services to individual and high net worth clients, managing discretionary and non-discretionary accounts. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance, employing a range of strategies including asset allocation and technical analysis.

Joseph Zielinski Jr. is a CFP® with 28 years of industry experience, currently serving as an advisor at Bluefin Financial. He has worked at Money Management Financial Services LLC dba Bluefin Financial since 2017 and has been affiliated with Securities America Advisors, Inc. and related entities since 2003. Outside of his advisory role, he serves as a volunteer board member and operates a CPA tax preparation practice. Bluefin Financial serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $259 million across about 321 client relationships, employing a range of investment strategies including discretionary and non-discretionary portfolio management, with an emphasis on documented client goals and risk tolerances.

Peter News is a CFP® with 23 years of industry experience, currently serving at Quaker Wealth Management LLC since 2018. Prior to that, he worked at Summit Financial Group and Summit Brokerage Services from 2010 to 2018. Outside of his advisory role, he officiates college football games as a referee in the Coastal, Ivy, and Patriot leagues. Quaker Wealth Management advises individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million for a mix of retail and high-net-worth clients. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation through ETFs and mutual funds, and offers a range of tax-aware investment tools along with a specialized “Family CFO” service.

Greg Rosen is a financial advisor at Laurel Oak Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services and Morgan Stanley. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection for individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, tactical asset allocation, and independent manager oversight, managing approximately $1.34 billion across more than 4,500 accounts.

James Johnston is a financial advisor at Wealth Management Associates, Inc. in Cherry Hill, NJ, with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Everbank, and Securities America, Inc. Johnston is also involved in occasional fixed insurance sales. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses with portfolio management, financial planning, and pension consulting. The firm manages approximately $647 million in assets and is noted for its integrated accounting relationships and a multi-disciplinary approach combining investment management, brokerage, and insurance services.

Man Hyung Hahn is a CFP® professional with five years of experience in the financial industry. He has been with RTD Financial Advisors Inc. since 2013 and previously worked at Intuit from 2018 to 2019. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning and personalized investment management through an asset-allocation driven approach, offering both discretionary and non-discretionary services along with specialized fiduciary consulting for employer retirement plans.

Salvatore Cocivera is a CFP® with 34 years of industry experience, currently serving at Cora Capital Advisors, where he has worked since 2022. His prior experience includes roles at American Portfolios Financial Services, Inc. and Saxony Securities, Inc. Outside of his advisory work, he is involved in retail operations as a bookkeeper for a surf shop in Brigantine, NJ. 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 and discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party managers, alongside financial planning and retirement plan advisory services.

Conor Jonasson is a CFP® and Series 65-registered financial advisor with five years of industry experience. He is currently with Crusonia Wealth Advisors LLC and has held roles at several firms, including Safeguard Financial, Thrivent Advisor Network, and Interactive Financial Advisors. Outside of this, he operates Jonasson Retirement Solutions, LLC as a senior wealth advisor. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, offering wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach incorporating equities, fixed income, alternative investments, and uses both quantitative and fundamental analysis, managing approximately $1.18 billion across 540 clients.

Jeffrey Weiand is a CFP® credentialed financial advisor with 35 years of industry experience. He has been with RTD Financial Advisors, Inc. in Philadelphia, PA since 1985. RTD Financial Advisors is a multi-team advisory firm serving individuals, families, and institutional clients including pension plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, with a focus on individualized investment programs, tax-aware portfolio management, and retirement-plan support.

Edward Snitzer is a financial advisor at Prudent Management Associates with 34 years of industry experience. He holds the Series 63 designation and has been with Prudent Management Associates and affiliated firms since the early 1980s. Prudent Management Associates serves high-net-worth individuals and a variety of institutional clients, providing discretionary portfolio management and limited consulting services. The firm manages approximately $1.14 billion across about 216 client relationships, employing a structured investment approach centered on low-cost mutual funds and model-based portfolio construction overseen by an Investment Committee.

John Kelly is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has been with PTS Brokerage since 2005. Outside of advising, he works as an independent contractor involved in fixed life and health insurance sales and acts as a referral agent. PTS Brokerage, LLC provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm employs an active and tactical investment approach that combines fundamental and technical analysis, managing both discretionary and non-discretionary portfolios.

Maxine Shevlin is a CFP® and Series 65 credentialed advisor with one year of experience at RTD Financial Advisors Inc. She has prior experience at WMS Partners and its affiliate from 2018 to 2022. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services with an emphasis on written Investment Policy Statements, tax-aware management, and structured retirement-plan solutions including 3(38) fiduciary management and Pooled Employer Plans.

Eduard Zolotarev is a CFP® certificant with five years of industry experience, currently advising at Brooklyn FI, LLC since 2022. His background includes roles at Marcum LLP, Gryphon Financial Wealth Advisors, and 1st Global Advisors. Zolotarev is also the owner of EVZ Tax and Accounting Services, providing tax preparation for family, friends, and a few small clients. Brooklyn FI serves individual and high-net-worth clients with household-level investment management and financial planning, incorporating both passive strategies and specialized external managers. The firm is known for aggregating held-away assets into client portfolios and offering educational seminars along with affiliated tax and fintech services.

Francisco Garcia is a Series 65 licensed advisor at Just Futures with one year of industry experience. His prior work includes roles at City Innovate, Inc., the City of Philadelphia, and political campaigns such as Biden for President 2020 and Mike Bloomberg 2020. He also founded Strivers' Row Distillery Ltd., a small distillery in Philadelphia. Just Futures serves nonprofits, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing about $46.7 million in assets. The firm employs a values-aligned investment approach incorporating ESG factors, community-focused solutions, and risk-based models, focusing on mission-aligned and institutional clients rather than high-net-worth individuals.

Nicholas De Santis is a CFP®, CFA®, and Series 65 credentialed advisor with six years of industry experience. He has worked at Quaker Wealth Management since 2017 and previously held roles at Rutgers University, Rowan College of Burlington County, and Wawa Inc. Quaker Wealth Management serves individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation and utilizing a proprietary Qmap platform to implement portfolios primarily with ETFs and mutual funds.

Carol Lin is a CFP® professional with one year of experience in financial advising, currently with Aptus Financial, LLC. Her prior roles include positions at Compass Working Capital and Clarifi. Aptus Financial offers flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning over discretionary portfolio management, emphasizing passive, long-term indexing, simple asset allocation, cash-flow management, and periodic rebalancing, while supporting clients through regular reviews, educational programming, and subscription-based ongoing support.

Jacob Carroll is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, holding a Series 65 designation. He has been with RTD Financial Advisors since 2023 and has prior work experience in the hospitality industry. RTD Financial Advisors serves individuals, families, and institutional clients including pension and retirement plans, trusts, and non-profits. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting with an asset-allocation driven approach and ongoing portfolio monitoring.