Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Steven Durdin is a financial advisor at Encompass More Asset Management LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lincoln Investment and Global View Capital Management. Outside of his advisory role, he is a managing member of Wesley Jordan Planning Partners, LLC, and provides limited consulting and financial assistance to a mobile detailing business owned by his son. Encompass More Asset Management LLC serves primarily individual and high-net-worth clients, offering discretionary portfolio management and financial planning through model-based strategies that incorporate proprietary and third-party sub-advisers. The firm manages approximately $985 million across 85 advisors and provides access to a variety of investment options, including traditional assets and digital-asset-related exposures.

Joseph Johnston is a financial advisor with Capital Analysts, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley before joining Lincoln Investment Planning, where he has spent 12 years. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Noah Modica is a financial advisor at Pine Valley Investments with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Pine Valley Investments in 2023, he held roles at several firms including Securian Financial Services, Allied Wealth Partners, Minnesota Life Insurance, and Chubb. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and quantitative analysis to tailor client portfolios and offers access to private equity vehicles and third-party managers.

Michael Maffei is a financial advisor at Capital Analysts with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment Planning, Inc. since 2009. Outside of his advisory role, he works part-time in wholesale linen sales for America Supply Inc., serving hotels and industrial laundries in the South Jersey and Philadelphia area. 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 through discretionary and non-discretionary strategies, employs a proprietary mutual-fund screening process, and provides retirement-plan advice via a nationwide network of independent advisors and in-house teams.

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.

Nicholas Adornetto is a CFP® with 20 years of industry experience, currently serving at BCG Securities, Inc. since 2013. He holds a Series 63 designation and is based in Phoenixville, PA. Outside of his advisory role, he dedicates time to fixed insurance products, including life, health, disability, and annuities. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a diverse investment process using fundamental, technical, and third-party manager analysis, managing accounts on both discretionary and non-discretionary bases.

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.

Mark Meseroll is a financial advisor at BCG Securities, Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 credentials and has a background that includes roles at Horace Mann Companies and self-employment since 2007. Outside of his advisory work, he is involved as an insurance broker specializing in life, annuities, long-term care, and disability insurance. BCG Securities serves institutional retirement plans and individual clients, generally those with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm uses a tailored, non-discretionary approach and regularly engages independent third-party managers while providing both retail and pension consulting through its affiliations with Horace Mann entities.

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.

Anthony Pena is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential. He has professional experience spanning roles in real estate and faith-based community outreach prior to his current advisory position. Pena has worked as a real estate agent with Better Homes & Gardens Real Estate and participates in voting on resource distributions for missionaries through the Baptist Resource Network. Belpointe Asset Management serves a wide range of clients, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

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.