Raul Berina is a financial advisor at Magellan Financial Solutions LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Berina provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC offers discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, emphasizing capital preservation and behavioral economics while employing strategies such as margin and options trading tailored to client goals.

Jonathan Durant is a CFP® professional with 26 years of industry experience. He is the sole advisor at Durant Financial Planning LLC, an independent firm he has led since 2019. Prior to founding his firm, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisers. Durant Financial Planning LLC serves individual clients, including both non-high-net-worth and high-net-worth households, managing approximately $22.2 million across about 54 accounts. The firm provides discretionary and non-discretionary portfolio management along with comprehensive financial planning, primarily focusing on mutual funds and exchange-traded funds through firm-developed model portfolios and a range of investment strategies.

Scott Goginsky is a CFA® charterholder with 14 years of industry experience. He has been with Biondo Investment Advisors LLC since 2010. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis across market capitalizations and includes management of its proprietary Biondo Focus Fund.

Ariel Kosco is a financial advisor at Biondo Investment Advisors LLC with 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. He holds Series 63, Series 65, and Series 66 registrations. Biondo Investment Advisors provides investment supervisory services and financial planning to both individual and institutional clients, including high-net-worth individuals. The firm emphasizes fundamental and technical analysis in its discretionary portfolio management and offers multiple levels of financial planning tailored to client assets and needs.

Nicole Dutkus is a financial advisor at Biondo Investment Advisors LLC with nine years of industry experience. She holds the Series 65 and Series 63 designations and has been with Biondo Investment Advisors and its affiliated entity, Biondo Asset Management, since 2013. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm’s investment process focuses on growth-oriented stock selection across capitalizations using fundamental and technical analysis, managing portfolios primarily on a discretionary basis through a variety of equity and ETF strategies.

Justin Bolmgren is a CFP® with 19 years of experience in financial advisory roles. He is currently with William Joseph Capital Management, Inc. and has previously worked at Origin Financial and operated his own firm, Bolmgren Retireplan, Inc., for a decade. Outside of advising, he serves as an advisor to the fintech software firm Budget Simple and is a part owner of Wealth Preservation Specialist, LLC and William Joseph Tax Strategies, Inc. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines customized portfolio construction with third-party sub-advisors on the AssetMark platform and integrates a range of quantitative and qualitative investment analysis methods.

Luke Barbalich is a financial advisor with Biondo Investment Advisors LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Biondo Investment Advisors in 2021, he spent over two decades at Newton Medical Center, Atlantic Health System. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services for individual, high-net-worth, and institutional clients. The firm’s investment approach combines fundamental stock analysis with technical methods and includes management of proprietary funds and government accounts.

Karl Wagner is a financial advisor at Biondo Investment Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Biondo Asset Management, LLC from 2013 to 2017. Outside of advising, he is a part-owner of a restaurant and is involved in coordinating construction for a new office building. Biondo Investment Advisors LLC offers portfolio management and financial planning services to individual, high-net-worth, and institutional clients. The firm employs fundamental and technical analysis across market capitalizations and manages multi-strategy portfolios, including proprietary fund management and specialized services for government and investment company clients.

Alexandra Tallman Vigilante is a financial advisor at Biondo Investment Advisors LLC with 19 years of industry experience. She has been with Biondo Investment Advisors since 2005 and holds Series 63 and Series 65 licenses. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm emphasizes fundamental stock selection supplemented by technical analysis and offers co-managed multi-strategy portfolios, including options and modest leverage, distinguishing itself through its advisory role to the proprietary Biondo Focus Fund and management of investment companies and government accounts.

Joseph Daly is a financial advisor at Biondo Investment Advisors LLC in Milford, PA, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Atlas Certified, Best Western Hotels, and Wyndham Hotels. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, a wrap-fee managed account program, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis with multi-strategy portfolio management and is notable for advising its proprietary Biondo Focus Fund and serving a diverse client base, including investment companies and government entities.

Casey Pisano is a CFP® professional with 14 years of industry experience, currently serving at Biondo Investment Advisors LLC since 2019. Prior to this, Casey worked at Royal Alliance Associates, Inc. and Jhfn Sii. In addition to advisory work, Casey engages in insurance brokerage specializing in health, group benefits, life, annuities, long-term care, and disability insurance. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes fundamental stock selection complemented by technical analysis and risk profiling, managing portfolios primarily on a discretionary basis across diverse equity and ETF strategies.

Joseph Biondo is a financial advisor with Biondo Investment Advisors LLC in Milford, PA, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has led his current firm since 2004 and previously worked with Biondo Asset Management, LLC from 2003 to 2017. Biondo Investment Advisors provides advisory and investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients. The firm focuses on fundamental and technical analysis for discretionary portfolio management and offers tailored financial planning services across multiple strategies, including management of a proprietary mutual fund.

Jennifer Jarvis is a financial advisor at Biondo Investment Advisors LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Biondo-affiliated firms since 2007. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and a range of institutional clients. The firm’s investment approach emphasizes fundamental and technical analysis to manage discretionary equity and ETF portfolios across multiple strategies.

Genevieve Sullivan Cornell is a financial advisor with Biondo Investment Advisors LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Biondo Investment Advisors since 2017 and previously worked at Biondo Asset Management LLC from 2004 to 2017. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, and institutional clients, including investment companies and government entities. The firm’s investment approach emphasizes fundamental stock selection across market capitalizations, supplemented by technical analysis and selective ETF use, and it manages multi-strategy portfolios with tools to assess suitability and execute strategies.

Joseph Biondo is a financial advisor with Biondo Investment Advisors LLC in Milford, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Biondo Investment Advisors LLC since 2004 and previously worked at Biondo Asset Management LLC. Outside of his advisory role, he is a member of BWB Holdings, LLC, where he coordinates and plans construction projects. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services for individual, high-net-worth, and institutional clients. The firm emphasizes stock selection using fundamental and technical analysis and manages multi-strategy portfolios, including options and leverage, while serving proprietary funds and government entities.

Juan Lewis is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He is the founder and owner of JJL Financial, an insurance-related business, and serves as a FINRA arbitrator. Lewis has worked at several firms including MML Investors Services, Cambridge Investment Research Advisors, and Equitable Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment solutions and access to third-party advisors, emphasizing non-high-net-worth individuals rather than corporate or charitable clients.

Theresa Markham is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lexington Avenue Capital Management LLC and operated Markham Asset Management LLC. Outside of her advisory work, she serves as Treasurer for the Vernon Chamber of Commerce, a nonprofit organization. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a mix of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing through a large enterprise platform.

Blane Tierney is a financial advisor with Realta Investment Advisors, Inc., holding a Series 63 designation and 37 years of industry experience. He has worked with Realta since 2018 and previously spent nine years at Wells Fargo Advisors Financial Network LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension plans, and institutional clients. The firm emphasizes individualized advice based on client goals and risk tolerance and offers portfolio management through various strategies and third-party managers.

Mark Charnet is a financial advisor with CoreCap Advisors who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with CoreCap Advisors since 2018 and also serves as president of American Prosperity Group, Inc., an insurance and annuity sales business operating under a franchising model. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an emphasis on long-term, relationship-oriented investment strategies.

Michael Kruger is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Equitable Advisors LLC and Selective Insurance. Outside of advisory services, he is also an insurance agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.