Timothy Collins is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding a Series 66 credential and 19 years of industry experience. His career background includes roles at Citigroup Global Markets and ongoing engagements in private investigations and tax and accounting services through his own sole proprietorships. Additionally, Collins is involved in government services and consulting through Continuity Operations Group, LLC and CohnReznick LLP. PTS Brokerage, LLC provides investment supervisory and money management services primarily to individuals, estates, trusts, and retirement plans. The firm uses a tailored approach combining fundamental and technical analysis, including derivatives strategies for larger accounts, and operates as both an SEC-registered investment adviser and a registered broker-dealer.

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 with PTS Brokerage, LLC, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Noto and Coda, and he has been involved with PTS Brokerage since 2009. Outside of advisory work, he is a jiu-jitsu instructor and engaged in cryptocurrency mining. PTS Brokerage, LLC serves individuals, estates, trusts, and retirement plans by providing investment supervisory and money management services. The firm employs tailored portfolios based on fundamental and technical analysis and utilizes derivatives strategies typically for larger accounts, operating as both an SEC-registered investment adviser and a registered broker-dealer.

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 designations and nearly 29 years of industry experience. He has worked at multiple related firms, including RCM Capital Management, L.L.C. and R.C. Malesich & Associates, LLC, where he serves as a director and manages client relationships. Outside of investment advisory roles, he is involved in managing a professional practice and engages in life, health, and disability insurance sales. PTS Brokerage provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm uses both fundamental and technical analysis to tailor portfolios according to client objectives and employs derivatives and options strategies primarily for larger accounts.

Patrick Mc Crindle is a financial advisor with Laurel Oak Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Ameriprise, Private Advisor Group, LPL Financial, SGI Wealth Management, as well as teaching appointments at Rutgers School of Business and Camden County College. 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 combines active and passive strategies with tactical asset allocation and alternative investments within a scaled, predominantly discretionary service model.

Branden Hess is a financial advisor at Wealth Management Associates, Inc. in Cherry Hill, NJ, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Securities America Inc and ARI Fleet. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and institutions by providing financial planning, asset management, retirement plan consulting, and educational seminars. The firm employs fundamental analysis and strategic asset allocation with a long-term focus, utilizing model portfolios, third-party sub-advisors, and in-house management.

Michael Young Jr. is a financial advisor at Almanack Investment Partners with seven years of industry experience. He holds the Series 66 designation and has worked previously at Redwood Wealth Management Group, Purshe Kaplan Sterling Investments, New York Life Insurance, and LPL Financial, among others. Almanack Investment Partners provides investment management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm utilizes model asset allocation portfolios focused on diversified, risk-conscious strategies and manages adviser-led pooled vehicles and private funds.

Timothy Miller is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at Quaker Wealth Management since 2020 and previously held roles at Bank of America and Merrill. He is also the founder of 24Eight Media, a company assisting athletic trainers and athletes with personal brand development. Quaker Wealth Management serves individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and a Family CFO service for households with at least $5 million in investable assets. The firm employs a collaborative, disciplined investment approach focused on asset allocation, frequently using ETFs and mutual funds, and integrates tax and estate professionals into its advisory process.

Christopher Heiser is a financial advisor with Laurel Oak Wealth Management, LLC, holding CFP® and ChFC® designations and a Series 63 license. He has 33 years of industry experience, including 20 years with Ameriprise and currently works at Laurel Oak and PKS Investments. He assists a family member with managing a rental real estate firm in Knoxville, TN. 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 manages approximately $1.399 billion in assets and combines active and passive strategies, tactical asset allocation, and alternative investments within a wrap fee program and independent manager platforms.

James Whalen is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cypress Financial Planning. He previously worked at Dravo Bay, LLC, Blue Rock Financial Group, Northwestern Mutual Investment Management, and BNY Mellon Advisors. Cypress Financial Planning is a fee-only, SEC-registered advisory firm providing comprehensive financial planning, investment management, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a range of strategies including derivatives for hedging and income generation, operates as a fiduciary, and manages approximately $490 million in client assets across discretionary and non-discretionary relationships.

Tricia Prehle is a CFP® and holds a Series 65 license, currently affiliated with Equita Financial Network, Inc. She has one year of experience in financial advisory roles, including prior positions at Kaleidoscope Financial Planning, LLC, Stevens Capital Partners, and Guiding Wealth Management, LLC. Before entering the advisory field, she worked at Computershare for over two decades. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, operating through a network model that supports independent advisers while providing paraplanning and a community membership program.

Donna Zanetti is a financial advisor at Pennsylvania Capital Management Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2014. Zanetti has been with Pennsylvania Capital Management Inc. since 2006. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering customized asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

James Mc Monigle Jr. is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding a Series 63 designation and over 46 years of industry experience. His career includes long-term tenures at Securities America, Inc. and Securities America Advisors, Inc. He also services variable annuities that he wrote in prior years, though he has not written any in the last five years. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and institutions, providing financial planning, asset management, retirement plan consulting, and educational seminars. The firm employs fundamental analysis and strategic asset allocation with a long-term focus and offers access to third-party money managers and model portfolios, with an emphasis on coordination between investment and tax advice through its affiliated CPA owners.

Timothy Feeney is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Lane and Associates, LLC. Feeney is also a licensed insurance agent and may recommend insurance or annuity products to clients. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities through a network of independent advisors. The firm offers customized investment strategies and employs a range of analytical methods and investment approaches, including allocations to third-party managers.

Caroline Burke is a financial advisor at Laurel Oak Wealth Management, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 11 years. 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 with tactical asset allocation and ongoing portfolio monitoring.

Justin Hewins is a CFP® with 20 years of industry experience, currently serving as an advisor at Cora Capital Advisors. He previously worked at American Portfolios Financial Services Inc. and American Portfolios Advisors, Inc. Hewins is involved in the sale of fixed insurance products and group benefits through affiliated entities. 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 using diversified mutual funds, ETFs, bonds, and third-party managers, as well as financial planning and retirement plan advisory services.

Reagan Goolcharan is an investment advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Wealth Management Associates, Inc. since 2014 and previously with Securities America, Inc. from 2014 to 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, with a multi-disciplinary model that integrates investment management, brokerage, insurance, and accounting services.