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.

Bradley Kaplan is a CFP® professional with 29 years of industry experience, currently serving at Kaplan Wealth Management, Inc. He has also worked with LPL Financial for over a decade. Kaplan is based in Cape May, NJ. Kaplan Wealth Management provides financial planning and discretionary wealth management services to individuals, trusts, estates, and business entities. The firm manages roughly 287 client accounts with about $89 million in discretionary assets, employing a mix of mutual funds, ETFs, independent managers, and algorithm-based models to tailor portfolios to client needs.

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.

Ralph Schellinger is a ChFC® credentialed financial advisor with 29 years of industry experience, currently serving at PTS Brokerage, LLC. He has been with PTS Brokerage since 2005 and has worked as an independent contractor selling life and health insurance products since 2013. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice primarily to individuals, estates, trusts, and retirement plans. The firm tailors portfolios using both fundamental and technical analysis, employs derivatives and options strategies for larger accounts, and operates as both an SEC-registered investment adviser and a registered broker-dealer.

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.

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.

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 with Altitude Capital Management LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including 11 years with Altitude Capital Management and 17 years running Sjolund Financial Services. In addition to his advisory work, he is also licensed to sell insurance products, dedicating up to 30% of his professional time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services primarily to individuals and high net worth clients. The firm employs a multi-team structure and uses a variety of investment approaches tailored to client goals, managing over $100 million in discretionary assets.

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.

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.

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 Series 63 and Series 65 licenses and 19 years of industry experience. He has held roles at Avantax Advisory Services and Avantax Investment Services, and he has been involved with Pierce Guyon & Shoczolek since 1986. Outside of advising, he is active in accounting and tax preparation through several partnerships in Wildwood Crest, NJ. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors and institutional clients. The firm supports a large advisory network delivering tailored, discretionary advice through various managed account programs and partnerships with third-party advisers.

Eric Gartland is a financial advisor at Oppenheimer with 35 years of industry experience. He has been with Oppenheimer since 1992 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Jessica Hartman is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Janney Montgomery Scott since 2009. Hartman serves as a Leadership Council Member at the Wistar Institute, a nonprofit organization. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Robert Jones Jr. is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital offering that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

John Crosby is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked with several firms, including Individual Financial Services, LLC and Ameritas Life Insurance Corp of New York. Outside of advisory roles, he serves as a certified business exit consultant and has acted as a professional witness in cases involving financial product suitability. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and program platforms, offering asset management, financial planning, and retirement plan advisory services.

Byron Frey is a CFP® professional with 23 years of industry experience, currently serving at Creative Planning since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a property owner of multiple rental houses in New Jersey. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Martha Busser is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Wells Fargo Advisors for 15 years before joining Janney in 2024. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients with a range of brokerage, financial planning, and advisory services.