John Oxley is a financial advisor with Oxley Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Prior to founding his current firm in 2018, he worked at USA Financial Securities Corporation and Freedom Financial Strategies. He is also a licensed insurance agent involved in life insurance and annuity sales. Oxley Capital Management provides financial planning and investment consulting primarily to individual and high-net-worth clients. The firm recommends unaffiliated third-party managers and focuses on planning and monitoring rather than discretionary asset management.

Richard Bertsch is a CFP® and Series 63 licensed financial advisor with 22 years of industry experience. He has been with Focus Wealth Advisors LLC since 2005. The firm offers financial planning, portfolio management, and consultative services to individuals, including high-net-worth clients, as well as institutional sponsors. Their investment approach is based on Modern Portfolio Theory and formal investment policy statements, utilizing asset-allocation driven portfolios with mutual funds and ETFs, regular rebalancing, and discretionary trading.

Matthew Eichert is a financial advisor with Market Street Wealth Management and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Market Street Wealth Management since 2011 and USA Financial Securities Corporation since 2005. Outside of advisory services, he is involved in tax planning and preparation for clients. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach based on fundamental analysis and manages approximately $715 million in client assets across a team of ten advisors.

Robert Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory, customizing portfolios according to client risk tolerances and goals, and offers a range of services including financial planning, consulting, portfolio management, and financial coaching.

Ralph Schellinger is a financial advisor with PTS Brokerage, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience and has been with PTS Brokerage since 2005. In addition to his advisory work, Schellinger independently sells life and health insurance products. PTS Brokerage, LLC offers investment supervisory services, financial planning, and money management to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach combining fundamental and technical analysis, and manages both discretionary and non-discretionary portfolios.

Timothy Pashley is a CFA® charterholder with 37 years of industry experience. He is currently affiliated with Madison Avenue Securities, LLC and Oxford Retirement Advisors. His prior roles include positions at Triad Hybrid Solutions, Summit Financial Group, and Cetera Investment Advisers. He is also the owner and president of PFS Capital Management, LLC. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Nichol Hoff is a wealth manager at Madison Avenue Securities, LLC with 23 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Hoff’s career includes roles at Oxford Retirement Advisors, Sturdy Financial Services, Raymond James Financial Services Advisors, and Cetera Investment Services. Outside of financial advising, she is an author and speaker on investment education, serves as a board member and president of the Dennis Township Board of Education, and works as a group fitness instructor at two fitness centers. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Robert Green Jr. is a Series 66 licensed financial advisor with 11 years of industry experience. He has worked at Capitol Securities Management, Inc. since 2020 and previously spent six years at Boenning & Scattergood. Capitol Securities Management serves individual, corporate, and charitable clients, including high-net-worth individuals, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm utilizes a variety of investment vehicles and programs, managing assets through separately managed accounts and third-party money managers.

Thomas Fitzpatrick is a CFP® and PFS™ with 18 years of experience in the financial services industry. He is currently affiliated with Madison Avenue Securities, LLC and Oxford Retirement Advisors. Fitzpatrick also serves as a CPA at Fitzpatrick, Bongiovanni & Kelly, P.C., where he performs tax preparation and financial planning. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, pension consulting, and college-savings services through multiple account platforms and programs.

Joseph Fumo is a CFP® with 13 years of industry experience, currently serving at Capitol Securities Management, Inc. since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2011 to 2020. Outside of his advisory role, he owns a condominium rental business in Islamorada, Florida. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning and pension consulting. The firm manages assets through various programs and third-party managers, providing tailored investment approaches via discretionary and non-discretionary account management.

Diane Beamer is a financial advisor at Madison Avenue Securities, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including PFS Capital Management and Oxford Retirement Advisors. Madison Avenue Securities provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Eric Sjolund is a financial advisor at Altitude Capital Management LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Altitude Capital Management since 2015. In addition to his advisory role, Sjolund operates Sjolund Financial Services and is also licensed as an insurance agent, selling various insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a multi-team approach to tailor strategies based on client objectives and risk tolerance, managing $103.6 million in discretionary assets.

Richard Cioffi is a financial advisor with Capitol Securities Management, Inc. in Marmora, NJ, holding Series 63, 65, and 66 licenses and having 29 years of industry experience. He previously worked at RBC Capital Markets and has served as a baseball coach for a middle school team. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, offering advisory services through IAR-managed programs, separately managed accounts, and third-party Money Managers.

Dennis Pelaez Robles is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Edward Jones and Wells Fargo Clearing. Outside of his advisory role, he has worked as a server at Tomatoe's and as a rideshare driver for Uber and Lyft. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, employing a mix of strategic and tactical asset allocation through both affiliated and third-party managers.

Chiara Renninger is a CFP® with 22 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Herbein Wealth Management, L.L.C. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial and tax planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Joseph Di Marco Jr. is a ChFC® credentialed financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He has held previous roles at WCG Wealth Advisors, LLC and Treloar & Heisel, Inc., and has been associated with Penn Mutual Life Insurance Company for ten years. Outside of his advisory work, he is involved in insurance brokerage, focusing on sales and service of Penn Mutual life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisor network. The firm offers financial planning, advisory programs, and retirement plan consulting, combining broker-dealer services with investment advice and employing third-party asset managers within its advisory platform.

Jodie Booth is a financial advisor with Kestra Advisory who holds a Series 66 credential and has 23 years of industry experience. Her career includes roles at MML Investors Services Inc and MassMutual from 2003 to 2021, followed by positions at LPL Financial, LLC and Private Advisor Group, LLC before joining Kestra in 2023. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and serves large institutional investors such as sovereign wealth funds.

Garrett Hynson is a Series 66-credentialed financial advisor with 11 years of industry experience. He has worked at Commonwealth Financial Network since 2020 and previously spent five years with Axa Advisors, LLC. Hynson is also a member and part-owner of True North Financial Planning, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Matthew Rotella is a CFP® with 32 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held positions at Steward Partners entities since 2024. Prior to this, he worked at Ameriprise for 19 years and co-managed Burklow & Rotella, LLC for 25 years. Outside of advisory work, he manages several real estate management and rental businesses, serving as owner and managing member. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA overseeing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs through a variety of portfolio management solutions and third-party managers.

Walter Shoczolek Jr. is a financial advisor at SPC with 18 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Avantax Advisory Services and Avantax Investment Services, and he has been a partner at Pierce Guyon & Shoczolek since 1986. Outside of his advisory work, he is involved in tax preparation and accounting through Pierce Guyon & Shoczolek, PA, and other related business entities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors. The firm provides discretionary and nondiscretionary management options and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary services.