Anita Sopenoff is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Securities America Advisors, Sagepoint Financial, and American General Securities. Outside of her advisory work, she sells life and long-term care insurance through her own business, AMS Financial Group, and participates in the Philadelphia Securities Association. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers personalized portfolio management, unified managed account programs, and financial planning, delivering investment advice primarily on a discretionary basis through a network of over 100 financial professionals.

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., holding Series 65 and Series 63 credentials and 10 years of industry experience. He has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2015, and previously operated Family Wealth Management. In addition to advisory services, he is an insurance agent specializing in life, fixed annuities, accident and health, Medicare Advantage, and prescription drug coverage. 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 primarily delivers managed solutions through a platform relationship with Envestnet and acts as a conduit to third-party money 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.

Keval Patel is a financial advisor at Pine Valley Investments with a Series 65 credential and three years of industry experience. He has been with Pine Valley Investments since 2021. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses fundamental, technical, and quantitative analysis to tailor portfolios and also serves other advisers through tri-party agreements and subadvisory arrangements.

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.

Logan Cruet is a financial advisor at Gladstone Wealth Partners with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and Florida Financial Advisors. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisors who tailor strategies for each client and utilize third-party managers and technology for comprehensive account management.

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.

Christopher O’Neill is a CFA® charterholder with seven years at Pine Valley Investments and a total of four years in the financial industry. His prior experience includes roles at Archer Investment Management Solutions and S&P Dow Jones Indices. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes fundamental, technical, and quantitative analysis to tailor portfolios and offers access to private funds and third-party managers through various client arrangements.

Gregory Pizzano is a financial advisor at Pine Valley Investments with 22 years of industry experience. He holds a Series 65 designation and previously worked at Corrado Financial Group and Hallmark Capital Management, Inc. 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 analytical methods and trading strategies, including the use of derivatives, margin, and short sales, and also serves other advisers through subadvisory arrangements.

Michael Einhorn is a financial advisor at Mutual of Omaha Investor Services, Inc. with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mutual of Omaha and related entities since 2017. Prior to that, he was involved with Divorce Financial Solutions and Financial Advisors of Delaware Valley. He is also active as an insurance agent and participates in joint case work and mentorship through Family Wealth Management. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives.

Kenneth Cappelli is a financial advisor at Sequent Planning, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Equitable Advisors, Mutual of Omaha, and Securities America Advisors. In addition to his advisory role, he maintains an insurance agent position. Sequent Planning, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm delivers asset management, financial planning, and retirement-plan services through a network of nearly 100 advisors using a structured risk framework and diversified investment approaches.

Victoria Cocciolone is a financial advisor at Pine Valley Investments in Marlton, NJ, holding a Series 65 designation with five years of industry experience. She has been with Pine Valley Investments since 2016. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations, employing a range of investment strategies and serving both direct and referred clients.

Nicholas Daniels is a financial advisor with Advisory Services Network, holding a Series 65 designation and one year of industry experience. He has worked at several firms, including Gold Gerstein Group CPA LLC and Richard Hatch CPA. Outside of advisory work, he is an enrolled agent providing tax preparation services through Apex Tax Advisors LLC. Advisory Services Network serves individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies across various asset classes using both discretionary and non-discretionary approaches.

Eric Rodriguez is a financial advisor with Core Planning in Cherry Hill, NJ. He holds Series 65 and Series 63 licenses and has been with Core Planning since 2025. Prior to joining Core Planning, he worked at Magellan Federal, Tapfin/EY, WFG Insurance Agency, and Xpress Recon LLC. He is also a licensed insurance agent with WFG Insurance Agency, assisting individuals with insurance purchases on a part-time basis. Core Planning provides fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm tailors investment strategies based on client objectives and risk tolerance, utilizing third-party model portfolios and automated rebalancing tools.