Louis Petrillo is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Boenning & Scattergood and Regulus Financial Group. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios across various asset classes with discretionary implementation and rebalancing.

Stephanie Wade is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 designations and 32 years of industry experience. She has held positions at Cambridge Investment Research, OSAIC, SagePoint Financial, Principal Life Insurance, and other firms. Wade is also an owner of SCS Management Group, LLC, a business based in Haddon Heights, NJ. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model allocations, manager relationships, and various wrap programs.

Thomas Watkins Jr. is a financial advisor at Capital Analysts with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lincoln Investment Planning, Inc. since 1982. In addition to his advisory role, he serves on the Board of Trustees and the 403b Investment and audit committees at Springside Chestnut Hill Academy and is a member of the John McKee Scholarship Committee. 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 and retirement-plan advice through a nationwide network of advisors and an in-house investment management team that uses a proprietary mutual fund screening process.

John Natale is a financial advisor at Capital Analysts with 45 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes 29 years at Lincoln Investment Planning, Inc. Outside of his advisory role, he is involved in life and disability insurance sales and fixed annuity sales. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and employs a proprietary mutual-fund screening process to construct model portfolios.

Carl Price Jr. is a financial advisor at Integrity Advisory Solutions with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Integrity Advisory Solutions, he operated Price Wealth Coaching, LLC and has been an attorney specializing in estate planning and elder law through Price & Price, LLC since 2000. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in client assets and offers services including portfolio management, financial planning, retirement plan consulting, and sub-advisory programs.

Gregory Taglienti is a financial advisor at Capital Analysts with 19 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment Planning, Inc. since 2007, following a brief tenure at Ameriprise. Outside of advising, 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 individuals, trusts, and charitable organizations, offering portfolio management and retirement-plan advice. The firm utilizes both discretionary and non-discretionary investment approaches, supported by an in-house research team and proprietary fund-screening methods.

Michael Harriett is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with Lincoln Investment and Lincoln Investment Planning. Outside of his advisory role, Harriett serves as a board member and officer for the Parks & Recreation department in Lambertville, New Jersey. 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, advisor-managed custom and model portfolios, and retirement-plan advice, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Jack Carini is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with IAMS Wealth Management since 2017 and previously worked at Foresters Equity and Equity Services, Inc. Carini Financial, his independent business, has operated since 2008, where he is licensed as a life insurance agent and provides investment and insurance planning. IAMS Wealth Management serves individual investors, corporations, retirement plans, trusts, and other entities, offering discretionary portfolio management, financial planning, and consulting. The firm employs a model-based investment approach across a broad range of instruments and integrates technology tools such as AI in its operations.

Brett Straub is a financial advisor with The AmeriFlex Group in Haddon Heights, NJ, holding CFP® and ChFC® designations with 35 years of industry experience. His prior roles include positions at Cambridge Investment Research, Principal Securities, and PRINCIpAL LIFE INSURANCE. Straub is also the owner of The Straub Group Advantage, a business focused on insurance, benefits, and human resources. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and discretionary manager relationships across multiple custodians.

Pamela Lepore is a CFP®-certified financial advisor with 26 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999. 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 and retirement-plan advice through both discretionary in-house investment management and non-discretionary advisor-managed and third-party solutions, supported by proprietary research and institutional relationships.

Benjamin Ott is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2010 to 2017. Outside of his advisory role, he owns a rental property that is professionally managed. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including internally sponsored ETFs.

Michael Einhorn is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the CFP® and ChFC® designations and has 15 years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company and Financial Advisors of Delaware Valley. He is also involved in Divorce Financial Solutions and engages in joint case work and mentorship at Family Wealth Management. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and uses Pershing as a qualified custodian and introducing broker-dealer.

Zachary Rhoda is a financial advisor at Capital Analysts with two years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Investment, Clearpath Wealth Partners, and Rev.com. His background also includes roles outside finance, such as positions in education and the public library system. 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 through a nationwide network of independent advisors and firm-managed programs.

William Voliva is a CFP®-certified financial advisor with Capital Analysts, based in Marlton, NJ, and has 33 years of industry experience. He has worked at Lincoln Investment for over two decades, from 2002 to the present. In addition to his advisory role, he is involved in the sales and service of disability and fixed insurance products. Capital Analysts serves a range of clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm provides investment management through both discretionary and non-discretionary approaches, supported by an in-house research team and proprietary mutual fund screening processes.

Harold Hill is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1992 and has been affiliated with Rutgers University and the New Jersey Army National Guard for over four decades. In addition to his advisory work, he serves as Chairman of the Community Friendship Foundation, focusing on community service projects. Capital Analysts serves a diverse client base including retail and institutional investors, trusts, and charitable organizations, offering 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. The firm provides both discretionary and non-discretionary investment management, supported by an in-house research team that utilizes a proprietary mutual fund screening process.

James Burr is a financial advisor with Capital Analysts, holding a Series 66 designation and 15 years of industry experience. He has worked with Huntington Learning and Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, Burr is engaged in tutoring services as a sole proprietor and independent tutor. 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 advisors and an in-house investment management team using a proprietary screening process to build model portfolios.

Nicholas Carini is a financial advisor with IAMS Wealth Management, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at IAMS Wealth Management since 2018 and previously at Foresters Equity Services from 2014 to 2018. Outside of his advisory role, he owns a real estate firm, Hawk Realty, LLC. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management using proprietary and third-party model portfolios and a diversified asset-allocation approach.

Mario Dilisciandro is a financial advisor with Capital Analysts in Marlton, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with CTC, L.L.C. since 2012 and Lincoln Investment Planning, Inc. since 2010. Outside of his advisory roles, Dilisciandro serves as Board Chair for both the Mantua Township Municipal Utilities Authority and the Gloucester County Library System. Capital Analysts provides portfolio management and retirement-plan advice to a range of clients, including individual investors, trusts, foundations, and institutions. The firm offers discretionary and non-discretionary investment management through an in-house team and supports its services with a proprietary mutual-fund screening process and partnerships with third-party managers.

Daniel Hernandez is a CFP® professional with 39 years of industry experience. He is affiliated with Capital Analysts and has been associated with Lincoln Investment Planning, Inc. since 1987. Outside of his advisory work, Hernandez serves as president of the Favorite Harbor Condo Association, where he oversees projects and maintenance. 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 both discretionary and non-discretionary approaches, utilizing an in-house research team and proprietary mutual fund screening process.

Matthew Voliva is a financial advisor with Capital Analysts and holds the Series 66 designation. He has 15 years of industry experience, having worked with Lincoln Investment Planning, Inc. since 2011. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.