Ryan Davies is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Insight Advisors since 2016 and also maintains a position with Purshe Kaplan Sterling Investments. Insight Advisors manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and businesses through a multi-advisor team. The firm offers tailored portfolio management and financial planning using a variety of investment strategies, including stocks, bonds, options, and cryptocurrency, with regular portfolio reviews and rebalancing.

John Mc Donald is a financial advisor with LRI Investments, holding a Series 66 designation and 24 years of industry experience. He has worked at several firms, including Merrill and Principal Life Insurance Company, and currently also serves as a retirement benefit consultant at SDM, Inc. DBA JKJ Financial Services. LRI Investments, LLC provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion through a team of 25 professionals, offering customized portfolios emphasizing long-term asset allocation with regular reviews.

Mogammad Petersen is a financial advisor at LRI Investments with Series 63 and Series 65 credentials and seven years of industry experience. He has worked at JKJ Financial Services and M Holdings Securities since 2017 and previously held roles at Urban Outfitters and International Trimmings and Label Solutions. Petersen also serves as a retirement consultant and client service support at JKJ Financial Services. LRI Investments is a team-based firm serving individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion with a focus on customized asset allocation and a long-term investment approach that includes mutual funds, ETFs, and equities.

Morgan Downs is a financial advisor with Ventura Wealth Management in Yardley, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at PNC Bank and American Portfolios Financial Services, Inc. Downs is actively involved with the Lower Bucks Chamber of Commerce, serving as Co-Chair of the Young Professional Committee. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs model-based investment strategies focused on asset allocation and risk control, using a combination of fundamental, quantitative, and technical analysis.

Michael Russo is a financial advisor with Millstone Financial Group in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Guardian Life from 2003 to 2018. Russo also dedicates approximately half of his time to his role as an insurance agent, offering life insurance products and fixed annuities. Millstone Financial Group serves individual investors, business owners, and retirement plans by providing asset management, financial planning, and ERISA plan services. The firm employs a client-focused investment approach that incorporates fundamental, technical, and cyclical analysis, alongside regular account reviews and may delegate portfolio management while maintaining oversight.

Carla Simon is a financial advisor at Insight Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Insight Advisors since 2013. Prior to that, she worked at Purshe Kaplan Sterling Investments, Inc. from 2013 to 2019. Insight Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities by providing comprehensive portfolio management, financial planning, and consulting services. The firm manages approximately $785.65 million in assets and employs a variety of investment strategies, including the use of ETFs, mutual funds, individual securities, options, and margin strategies, with ongoing portfolio reviews and rebalancing.

Christopher Mcnesby is a CFP® with 24 years of experience in financial advisory roles. He is currently with PW Nova Financial Services LLC and has previously worked at CMC Wealth Partners, Private Client Services, and Valley Financial Group among others. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm uses a combination of analytical methods to construct portfolios and offers both discretionary and non-discretionary management, including a sponsored wrap fee program.

Jerome Graham is a financial advisor with Syndicated Capital, Inc. in Doylestown, PA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Syndicated Capital since 2003. Graham also serves as president of Graham Financial Services. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages both discretionary and non-discretionary portfolios, offering customized investment programs constructed from equities, ETFs, fixed income, and mutual funds.

Kenneth Dysart is a financial advisor at Cordatus Wealth Management LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cordatus since its founding in 2016. Dysart also serves as a trustee for a friend and business partner. Cordatus Wealth Management LLC advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm offers financial planning and portfolio management services using discretionary account management and proprietary investment strategies.

Andrew Lieu is a CFP® with 13 years of industry experience, currently serving at Roundview Capital, LLC since 2010. He holds Series 63 and Series 65 licenses and works in Princeton, NJ as part of a five-advisor team. Roundview Capital provides investment advice and portfolio management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to pursue long-term, risk-adjusted after-tax returns across a variety of asset classes and strategies, managing approximately $1.88 billion in regulatory assets.

Cheryl Harris is a financial advisor at Carnegie Lake Advisors LLC with 41 years of industry experience. She holds a Series 63 designation and previously worked for Highlander Capital Management LLC and Highlander Capital Group, Inc. for over three decades combined. Carnegie Lake Advisors LLC provides individualized investment advisory and portfolio management services to individual and high-net-worth clients, as well as trusts, pension plans, and business entities. The firm uses a tailored asset management approach with continuous monitoring and periodic rebalancing, employing fundamental, qualitative, and cyclical analysis methods within a strategic asset-allocation framework.

Jacob Asplundh is a CFP® professional with 11 years of industry experience. He has been with Passive Capital Management, LLC since 2017 and previously worked at Greenspring Wealth Management, Inc. from 2015 to 2017. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach, primarily using index mutual funds and ETFs to manage portfolios on a discretionary basis with regular rebalancing and performance measurement.

Karamjeet Mangat is a CFP® professional with 42 years of experience in the financial services industry. He has worked at White Knight Strategic Wealth Advisors, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. White Knight Strategic Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, businesses, and non-profits, offering financial planning and discretionary asset management. The firm emphasizes broadly diversified, tax-efficient, long-term investment strategies and manages most client accounts on a discretionary basis within a seven-advisor team.

Bruce Brolle is a financial advisor with Insight Advisors, LLC, where he has worked since 2016. He holds Series 63 and Series 65 licenses and has 35 years of experience in the industry, including roles at Morgan Stanley, Purshe Kaplan Sterling Investments, Citigroup Global Markets, and PNC Wealth Management. Insight Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, pension consulting, and portfolio monitoring. The firm manages approximately $785.65 million in client assets and offers customized investment strategies utilizing a range of securities and both fundamental and technical analysis.

Brian Arena is a financial advisor at Byrne Asset Management, LLC with six years of industry experience. He holds a Series 65 credential and previously worked for the State of New Jersey - Division of Investment for 33 years before joining Byrne Asset Management in 2019. Byrne Asset Management provides discretionary investment advisory services and basic financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model combined with fundamental research and quantitative analysis, offering customized portfolios and publicly disclosing performance for certain strategies.

Betty Brick is an investment advisor with Brick & Kyle Associates Inc in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Coastal Equities, Inc. since 2014 and with Brick & Kyle Associates since 2013. Brick & Kyle serves individual and high-net-worth clients as well as institutional entities including pensions, trusts, corporations, estates, and charitable organizations. The firm provides discretionary portfolio management and written financial planning, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework across a range of investment vehicles.

Linda Farinola is a financial advisor at OMNI 360 Wealth, Inc. with 22 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. She has been with OMNI 360 Wealth since 1996 and also works at Princeton Financial Group, LLC, where she provides accounting, tax preparation, and business consulting services. OMNI 360 Wealth, Inc. offers financial planning and investment management to individuals, families, trusts, charitable organizations, businesses, and employee benefit plans. The firm employs a multi-advisor approach, utilizing fundamental, technical, and cyclical analysis to manage portfolios and provides a range of coordinated tax, legal, and insurance services through affiliated entities.

Timothy Padva is a financial advisor at Aurora Private Wealth, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at APW Capital, Inc. since 2003 and Wilshire Group, LLC from 2001 to 2018. Outside of his advisory role, Padva serves as CEO of Lively Employer Services, a payroll and employee benefits administration company, and is the managing member of Hearthstone Advisors LLC, a 401(k) advisory firm. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of 18 advisors managing approximately $374 million in assets.

Andrew Brick is a CFP® with 31 years of industry experience. He is a principal at Brick & Kyle Associates Inc and has been with the firm since 2013. Prior to that, he worked at Coastal Equities, Inc. for 12 years. Brick & Kyle Associates serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and financial planning. The firm incorporates fundamental, technical, and cyclical analysis in its investment process and manages approximately $492 million across a diverse range of asset classes.

Matthew Carpenter is a Series 65-licensed financial advisor with six years of industry experience. He is affiliated with The Estate Planners Group and previously worked at Marwood Rest Home Inc. for 26 years. Outside of advisory work, Carpenter is involved with MSC Wealth, LLC, a personal investment business focused on rental properties. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and third-party manager recommendations, employing fundamental analysis and diversified allocations across multiple asset classes.