Andrew Johnston is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth CMT and Hightower Advisors. Johnston is currently affiliated with Victory Wealth Partners, a DBA for LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

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.

Julie Lesicki is a financial advisor at LUMINIST Capital, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Horter Investment Management, LLC and Directed Services LLC. Outside of her advisory role, she is involved with Safe Harbor Financial, where she manages marketing programs and business development initiatives. LUMINIST Capital provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis to manage client portfolios, typically on a discretionary basis, and offers tailored financial planning, portfolio management, and consulting services.

Salvatore Marcello Jr. is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has a background in government accounting with the State of New Jersey Department of Law & Public Safety and is also a partner at 3MP Group LLC, where he provides tax preparation and bookkeeping services. PTS Brokerage, LLC offers 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 to client objectives and risk tolerance and employs derivatives and options strategies primarily for larger accounts.

Joshua Woodford is a CFP® with 14 years of industry experience, currently serving as an advisor at Cora Capital Advisors. His prior roles include positions at OSAIC, American Portfolios Financial Services Inc., Purshe Kaplan Sterling Investments, and Bridgers Wealth Management. Outside of his advisory work, he is involved with Cora Capital Assurance as an insurance broker. 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 and discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party independent managers, alongside financial planning and retirement plan advisory services tailored to clients’ goals and risk tolerance.

Bradley Denn is a financial advisor with MFG Investments, LLC, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has worked at MFG Investments since 2004 and has prior experience at Securities America, Inc., Securities Service Network, Inc., and Padden & Company LLC, where he is a partner at a CPA firm. Denn serves as a board member of the Medford Memorial Community Center and the Medford Township Police Foundation, and he holds the position of treasurer for the Sheffield Court Homeowners Association. MFG Investments serves individual clients across a range of net worth levels, offering discretionary portfolio management and financial planning. The firm employs tailored investment strategies based on fundamental analysis and modern portfolio theory, providing regular account reviews and educational seminars.

Jesse Kovacs is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Ohio National Financial Services and The O.N. Equity Sales Company. Outside of his advisory work, he is involved with Hoosier Daddy LLC, a business focused on the sale of race car tires. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, employing both fundamental and technical analysis, and uses derivatives and options strategies primarily for larger accounts.

Philip Ranalli is a financial advisor with Wealth Management Associates, Inc. in Haddonfield, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Securities America Advisors and OSAIC before joining Wealth Management Associates. Ranalli operates a DBA, Pinnacle Capital Advisors, for his LLC and accounting purposes. Wealth Management Associates, Inc. provides financial planning, asset management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and institutions. The firm employs fundamental analysis and strategic asset allocation with a long-term focus and integrates accounting services through licensed CPA owners to coordinate investment and tax advice.

Brad Schank is a financial advisor with PTS Brokerage, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with PTS Brokerage since 2009 and is also involved with PTS Tax Advisors, where he provides tax preparation services. Additionally, he owns a business selling life and health insurance. PTS Brokerage, LLC is a team-based firm that provides investment supervisory and money management, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm uses tailored portfolios based on client objectives and risk tolerance, employing both fundamental and technical analysis, and offers derivatives and options strategies primarily for larger accounts.

Michael Corley is a financial advisor at Cora Capital Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Corley is also involved with Cora Capital Assurance, a non-investment related business. Cora Capital Advisors serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses by providing discretionary portfolio management and financial planning services. The firm emphasizes a long-term, fundamentals-driven investment approach using diversified, low-cost mutual funds and ETFs, and integrates accounting expertise through its affiliation with an accounting firm.

Kevin Kennedy is an investment advisor representative at MFG Investments, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc. and Triton Pacific Securities, LLC. In addition to his advisory role, he hosts a podcast called Money Moves under MFG Investments. MFG Investments serves individual clients across a range of wealth levels, providing discretionary portfolio management and financial planning. The firm employs strategies such as fundamental analysis and modern portfolio theory, offering tailored investment solutions and educational seminars.

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.

James Crowther is a financial advisor with Calton & Associates, Inc., holding the ChFC® and Series 63 designations and bringing 58 years of industry experience. He has been with Calton & Associates since 2004 and operates Spartan Planning as a self-employed business since 1975. Outside of advisory roles, he is the owner and president of Spartan Planning Agency Inc., a property and casualty, life, and health insurance agency. Calton & Associates is a multi-team registered investment adviser and broker-dealer that serves individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, offers firm-sponsored and third-party money management programs, and employs a range of analytical approaches in its investment strategies.

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.

Emily Hagarty is a Series 66-licensed financial advisor with Capital Analysts, bringing nine years of industry experience. She has worked at Lincoln Investment since 2017 and previously at Michael Enos from 2015 to 2017. Capital Analysts serves a diverse client base including individuals, 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 in-house investment management.

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.

Frank Mazzuca is a financial advisor at United Capital Financial Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Apexium Financial LP and WealthFD, as well as academic appointments at Saint Joseph's University and St. Augustine Prep. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates an affiliated network of legal, trust, lending, and advisory entities.

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.