Robert Ricci is a financial advisor at IAMS Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been an owner and independent insurance agent at Solid Rock Financial since 1995, specializing in life insurance, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives, utilizing a range of investment strategies including proprietary and third-party model portfolios.

Patricia Jansen is a financial advisor at Capital Analysts with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Lincoln Investment, Legend Equities Corporation, and MetLife Investment Fund Services LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, combining discretionary and non-discretionary investment management supported by an in-house research team.

Virginia Harriett is a CFP® professional with 44 years of industry experience, currently serving at Capital Analysts. She has spent over four decades with Lincoln Investment Planning, Inc. Harriett is involved in community and professional activities, including serving on a local professional group's board and chairing the Administrative Council of her church. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes both discretionary and non-discretionary investment approaches supported by an in-house research team and proprietary fund screening methods.

John Murray is a financial advisor with MissionSquare Retirement, holding Series 65 and Series 63 designations and 11 years of industry experience. His previous roles include positions at Voya Financial Advisors, GWN Securities, and experience in healthcare-related businesses. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans with a range of advisory and recordkeeping services, including the Guided Pathways Advisory Services developed in partnership with Morningstar Investment Management.

James Varley Jr. is a financial advisor at Pine Valley Investments with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Edward Jones, and Morgan Stanley. Prior to his advisory career, he was employed at the Masonic Home of New Jersey for six years. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual, high-net-worth, and institutional clients. The firm employs a range of investment strategies including long- and short-term trading, options, and structured notes, and manages both directly managed accounts and pooled investment vehicles.

Jack Cassidy is a financial advisor at SAX Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked primarily with SAX Wealth Advisors since 2019, with a brief tenure at JP Morgan Chase in 2022. Outside of his financial advisory career, he worked for the Borough of Lincoln Park from 2016 to 2020. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and specialized advisory services including alternative investments and employee benefit plan consulting.

Anita Sopenoff is a financial advisor with Silver Oak Securities, Inc. in Voorhees, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior experience includes roles at Securities America Advisors, Sagepoint Financial, and American General Securities, as well as operating her own insurance business since 2004. She is also a member of the Philadelphia Securities Association, a professional development group for investment professionals. Silver Oak Securities, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, and trusts through a network of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives, emphasizing a primarily discretionary investment approach supported by ongoing model monitoring and automated investment processes.

Frank Violante is a financial advisor with Capital Analysts based in Marlton, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Lincoln Investment, Wells Fargo Clearing, TD Wealth Management Services, Banc of America Investment Services, Quick & Reilly, and Prudential Equity Group. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Majid Kureshi is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with BFC Planning and Berthel Fisher & Company Financial Services since 2015. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm provides financial planning, portfolio management, and access to various investment platforms through a network of approximately 200 advisers.

Scott Higgins is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. His background includes roles at Mutual of Omaha Insurance Company and Family Wealth Management. Higgins is also active as a licensed insurance agent specializing in life and fixed annuities, accident and health, and Medicare-related products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing, delivering managed solutions through approved model portfolios and third-party managers.

James Vogt is a financial advisor at Pine Valley Investments with 15 years of industry experience. He holds the Series 66 designation and previously worked at Tower Bridge Advisors, Inc. for seven years. Vogt owns shares of Tower Bridge Advisors but does not devote time or duties to that entity. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor client portfolios and offers access to private funds and subadvisory arrangements.

Christopher Beringer is a financial advisor at BC Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been associated with MAFG RIA Services, Inc. since 2002. He serves as a co-trustee for several irrevocable trusts established by William M. Cafaro. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to individuals, trusts, pension and profit-sharing plans, corporations, estates, and other entities. The firm primarily uses fundamental analysis supplemented by charting and cyclical analysis, offering a range of strategies including equities, fixed income, options, and alternative investments, with a focus on non-discretionary client arrangements.

John Natale is a financial advisor with Capital Analysts in Marlton, NJ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including 29 years with Lincoln Investment Planning, Inc. In addition to his advisory role, he is involved in life and disability insurance as an insurance agent and owner. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team and a proprietary fund screening process.

Jake Markoe is a Series 65 licensed advisor at Pine Valley Investments with eight years at the firm and a total of five years in the industry. Prior to joining Pine Valley Investments, he worked at Merrill Lynch for one year. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and offers services such as model portfolios and third-party manager allocation.

John Miller Jr. is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2016. He is also a member of Apex Tax Advisors, LLC, where he prepares tax returns during the tax season, and has worked as an independent insurance agent since 2011. Advisory Services Network is a multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on client objectives and risk tolerances.

Matthew Sheridan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at TFO Wealth Partners. His prior roles include positions at The Vanguard Group and Morgan Stanley, where he worked in both the private bank and wealth management divisions. TFO Wealth Partners manages approximately $4.85 billion in client assets for individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes long-term, asset-allocation strategies using model portfolios comprised mainly of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, financial and estate planning, and family office support.

Susan Minnier is a financial advisor with Main Street Financial Solutions, LLC, holding Series 63 and Series 65 licenses, and has eight years of industry experience. She previously worked at Merrill for four years and held roles at Primerica Advisors and Primerica Financial Services. Prior to her financial career, she spent 27 years at Superior Lamp. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan consulting, employing an academic-based, multi-asset class investment approach that incorporates both passive and active strategies tailored to client objectives.

Alyssa Zentner is a CFP® and holds a Series 66 license with six years of industry experience. She is currently with Choreo, LLC in Cherry Hill, NJ, where she has worked since 2026. Prior to that, she spent ten years at PNC. Choreo serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients, offering a range of advisory services from portfolio management to outsourced CIO services. The firm employs a strategic, quantitative investment process and provides specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust™ consulting.

Gregory Taglienti is a financial advisor with Capital Analysts in Marlton, NJ, holding a Series 66 designation and 19 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2007 and briefly at Ameriprise in 2007. Outside of his advisory role, he operates the Law Office of Gregory J. Taglienti, LLC, providing legal services to the public and other legal professionals. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm employs both discretionary and non-discretionary investment management, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support its services.

Michael Harriett is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Lincoln Investment Planning and Lincoln Investment. Harriett serves as a board member for the Lambertville, New Jersey Parks & Recreation department. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and manages discretionary investment portfolios using a proprietary mutual fund screening process.