Richard Vera II is a financial advisor at VERA-CPA, Inc. with two years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at Avantax Advisory Services and held various roles with the US Small Business Administration, Intuit Inc., and the US Department of Defense. Outside of advising, he serves as a finance committee member for the Hemlock Farms Community Association and is a trustee for the National Foundation for Animal Rescue. VERA-CPA, Inc. is a fee-only CPA firm providing financial planning and accounting services, including tax preparation and forensic accounting, to individuals, trusts, estates, charitable organizations, and businesses. The firm focuses on written financial plans and strategic asset allocation using a core-and-satellite approach, primarily recommending passive index funds and ETFs, and does not accept discretionary trading authority or performance-based fees.

Patrick Graver is a CFP® professional with one year of experience in financial advising. He is the principal of Center Stage Planning LLC, an independent firm, and has prior experience working at Bishoff Financial Group, Cambridge Investment Research Inc., and Creative Financial Planning. Before entering the financial industry, he worked in the performing arts, including roles with The Book of Mormon and Fireside Theatre. Center Stage Planning LLC provides fee-only investment advisory services and comprehensive financial planning to individuals and high-net-worth clients. The firm uses a combination of passive and active strategies guided by asset-allocation principles and integrates educational seminars and speaking engagements as part of its client outreach.

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. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Biondo in 2024, he worked at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. 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 manages multi-strategy portfolios, including options and leverage, while serving as adviser to its proprietary Biondo Focus Fund.

Nicole Dutkus is a financial advisor at Biondo Investment Advisors LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Biondo Investment Advisors and Biondo Asset Management since 2013. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, and institutional clients. The firm’s investment approach combines fundamental and technical analysis across market capitalizations and manages proprietary funds as well as portfolios for government and investment company clients.

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® with 13 years of industry experience, currently serving as a financial advisor at Biondo Investment Advisors LLC since 2019. Prior to this, Pisano worked at Royal Alliance Associates, Inc. and Jhfn Sii. Outside of investment advisory, Pisano is also active as an insurance broker specializing in health, group benefits, life, annuities, long-term care, and disability insurance. 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. The firm emphasizes fundamental stock selection supplemented by technical analysis and offers portfolio management for investment companies and government entities, distinguishing it within its multi-team peer group.

Joseph Biondo is a financial advisor at Biondo Investment Advisors LLC with 55 years of industry experience. He has been with Biondo Investment Advisors since 2004 and previously worked at Biondo Asset Management, LLC from 2003 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. The firm’s investment approach combines fundamental and technical analysis across market capitalizations and manages multi-strategy portfolios, including options and leverage, while serving a range of clients including investment companies and government entities.

Jennifer Jarvis is a financial advisor at Biondo Investment Advisors LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Biondo Asset Management LLC and Biondo Investment Advisors since 2007. 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 process emphasizes fundamental stock selection across market capitalizations, supplemented by technical analysis and selective ETF use, and it serves as adviser to its proprietary Biondo Focus Fund.

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.

Michael La Rosa Jr. is a financial advisor at MissionSquare Retirement with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Wolf and Company, Freedom Mortgage, Citibank, J.P. Morgan Chase, and TD Bank. Outside of advising, he serves as an adjunct instructor for undergraduate business courses at Southern New Hampshire University and volunteers as a community manager for Mania Club Champions of Hope, a nonprofit focused on cancer and mental health causes. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered through multiple channels within MissionSquare-administered accounts.

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.

Cody Albrecht is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017 and previously at National Planning Corporation from 2015 to 2017. Outside of finance, he is involved with ARKKC Entertainment as an actor and serves as Vice President of the Red Hook Chamber of Commerce. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary and non-discretionary approaches.

Scott Fonner is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and over a decade of experience in the financial services industry. His prior roles include positions at USAA FSB and Guild Mortgage. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Bonnie Addison is a financial advisor with key Investment Services LLC in Matamoras, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with key Investment Services LLC since 2007. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based programs and collaborates with third-party managers, with oversight supported by dedicated due diligence and advisory committees.

George Siracuse is a financial advisor with Centaurus Financial, Inc., holding a Series 66 designation and 12 years of industry experience. He has been with Centaurus Financial since 2014. Outside of his advisory role, he serves as president of Guiding Light Financial, LLC, which is involved in fixed insurance sales, and acts as an advisory board member for SliceSpace, providing strategic advice and business introductions. Centaurus Financial, Inc. provides advisory services to individuals, families, small businesses, corporations, retirement plans, foundations, trusts, and estates through a network of independent Investment Adviser Representatives. The firm offers financial planning, asset allocation, investment management, and access to third-party money managers, with a range of discretionary and non-discretionary advisory relationships.

George Leppert III is a financial advisor with Commonwealth Financial Network holding a Series 65 credential. He has experience running The Leppert CPA Group since 2025 and managing Leppert Holdings LLC since 2015. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using various securities and insurance products.

Mitchell Harris is a financial advisor at Raymond James Financial Services Advisors Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. Outside of his advisory role, he is a musician and serves as a subcommittee member for a local business networking organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, often functioning in an advisory and implementation-support capacity.

Matthew Newman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Robert Doran is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. His career includes long-term roles at Cadaret, Grant & Co., Inc. and Infinity Wealth Management, LLC. Outside of his advisory work, he is involved with Infinity Wealth Group and maintains a small real estate rental activity in Wantage, NJ. 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 combines advisory services with non-advisory product offerings such as insurance and credit options.

Joseph Kopec is a financial advisor with LPL Financial in Sussex, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2009. LPL Financial provides advisory and brokerage services to a broad client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households, offering a range of financial planning and investment management options supported by an in-house research team.

Timothy Smith is a financial advisor with LPL Financial in Milford, PA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with LPL Financial since 2008 and has operated his own tax preparation and accounting services since 2004. Outside of advisory work, he is involved in tax preparation through T & K Tax Service LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and integrates advisory and brokerage services tailored to client needs.

Ulana Emerson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds a Series 66 license and is based in Port Jervis, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

George Legakis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Cetera and its affiliated entities since 2015 and operates GAK Wealth Management LLC, a real estate management and leasing business. He also manages administrative functions for an LLC supporting his Summit practice and serves as a power of attorney for a retired family member. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Richard John is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His professional background includes roles at PFS Investments Inc. and Primerica Financial Services, alongside involvement in recreation management and music. He also engages in part-time sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Scott Onofry is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Cadaret Grant & Co., Inc. and operates Onofry Financial Services. 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 wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Peter Smith III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as power of attorney for his parents in matters related to their investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alexander Camacho is a financial advisor with Edward Jones in Milford, PA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Adams Ashby Group. Outside of his advisory role, he mentors students pursuing their Project Management Professional (PMP) designation through a consulting business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leslie Ann Fisher is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Wells Fargo and Axia Financial Advisors. Her career includes multiple roles within Raymond James entities since 2018. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and municipal clients. The firm offers tailored financial plans and institutional consulting, with notable expertise in public finance and municipal services.

Terry Lydecker is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His prior roles include positions at KeyBank, Resorts World Casino, and MassMutual among others. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Fisher is a CFP® with 18 years of industry experience, currently affiliated with Cetera. He has a background that includes ten years at Avantax Advisory Services and ongoing accounting and tax preparation work as the owner and president of his own CPA firms. Cetera Investment Advisers serves a diverse client base through a large network of independent advisors, offering portfolio management, financial planning, and retirement plan solutions. The firm combines advisor-managed accounts, model portfolios, and third-party managed solutions with unique retirement and fiduciary capabilities within a broad institutional structure.

Brianna Aslanian is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and two years of industry experience. She has worked at LPL since 2023 and has held roles at Cadaret Grant & Co., Inc. and Infinity Wealth Management. Outside of finance, she has been a self-employed clarinet instructor since 2015 and is involved as a performing musician with local educational institutions. LPL Financial serves a diverse client base including individual investors, retirement plans, banks, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and flexible investment solutions.

Jeffrey Gerson is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, as well as Citigroup Global Markets since 1993. Outside of his advisory role, he is involved in songwriting as a proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to model outcomes.

Joanne Secky is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. She has been with LPL Financial since 1995. Outside of her advisory work, she is an author of two books, including one titled *VAGENDA*, and is also involved in home caregiving. 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 accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Paiwei Lee is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Paiwei has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of advising, Paiwei works as a flight attendant for United Airlines. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Joao Arruda Neto is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab & Co, Wells Fargo, PNC Bank, and Aflac. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm incorporates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios drawn from mutual funds, ETFs, and ETPs.

George Stefanou is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2009, totaling 16 years of industry experience. He serves as a board member and treasurer for SoDo District in Orlando, FL, and recently authored a book on differing perspectives, strategies, and attitudes toward money. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.