David Gotwals is a financial advisor at IVC Wealth Advisors LLC with 25 years of industry experience. He holds the ChFC® designation and has worked at Kestra Advisory Services LLC and Kestra Investment Services LLC before joining IVC Wealth Advisors in 2014. Outside of advising, he is involved with Clear Employer Services, a professional employer organization providing HR services to small businesses. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $455 million using a tailored investment approach that incorporates fundamental, quantitative, and modern portfolio theory analyses alongside automated asset allocation and tax management strategies.

Carla Simon is a financial advisor at Insight Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Insight Advisors since 2013. Prior to her current role, she worked at Purshe Kaplan Sterling Investments, Inc for six years. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting through a multi-advisor team, employing a range of investment strategies including stocks, bonds, mutual funds, ETFs, options, and cryptocurrency.

Elizabeth Shamir is a CFA® charterholder with 20 years of industry experience. She is a financial advisor at Certior Financial Group, LLC, where she has worked since 2017. Prior to joining Certior, she held roles at Mutual Securities, Inc., VOYA Financial Advisors, and Financial Independence Planning, LLC. Shamir serves on the investment committee of Congregation Beth Or and is a board member of Tikvah AJMI, a charity focused on improving the quality of life for adults with mental illness. Certior Financial Group provides personalized financial planning and asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a multi-disciplined, client-tailored investment approach that combines active and passive strategies and emphasizes downside risk mitigation.

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 at Syndicated Capital, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Syndicated Capital since 2003. Outside of his advisory role, he serves as president of Graham Financial Services. Syndicated Capital, Inc. provides portfolio, wealth, and money management services to individuals, high-net-worth clients, trusts, corporations, and 401(k) plans. The firm offers customized advisory solutions using publicly traded equities, ETFs, fixed income, and mutual funds, managing approximately $123 million in client assets.

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.

David Lorditch is a CFP® professional with one year of experience, currently serving at Blue Bell Private Wealth Management, LLC. Prior to joining Blue Bell, he worked for nine years at Bryn Mawr Trust. Blue Bell Private Wealth Management offers discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, and estates. The firm’s investment approach includes exchange-traded funds, closed-end funds, structured investments, and options strategies, with ongoing portfolio management tailored to client objectives.

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.

David Bezar is a financial advisor with Thrive Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Thrive Capital Management since 2015 and is also involved with Thrive Insurance Group and Thrive Financial Services. Outside of his advisory roles, Bezar serves on the board of the nonprofit BEATCANCER.ORG and is a 50% owner of Quantum Leap Services, a digital marketing agency. Thrive Capital Management provides discretionary investment management and financial planning to individuals, businesses, and charitable organizations. The firm employs a custom asset allocation strategy using diversified model portfolios, fundamental security analysis, and sub-advisor platforms, managing approximately $398 million for nearly 600 clients.

Maria Kelly is a CFP® and holds a Series 66 license with eight years of experience in the financial industry. She has worked at Amplius Wealth Advisors since 2025 and previously spent eight years at The Vanguard Group and one year at Merrill Lynch. Kelly also has teaching experience from Temple University. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm uses model portfolios and outside sub-advisers to tailor solutions, leveraging technology platforms to implement and monitor strategies.

Henry Fox is a CFP® and ChFC® with 15 years of industry experience, currently serving at Blue Bell Private Wealth Management, LLC since 2012. He also owns and consults through Fox Consulting, a non-investment-related business. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, and estates. The firm’s investment approach uses exchange-traded funds, closed-end funds, and structured investments, incorporating options strategies and fundamental and cyclical analysis.

Joseph Zaccardi is a CFA® charterholder with four years of industry experience. He is currently with Atlas Private Wealth Advisors in Lansdale, PA, having previously worked at firms including LPL Financial, Osaic Wealth, Inc., Lincoln Financial Advisors, Cresset Asset Management, and Drexel Morgan Capital Advisers. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Bruce Brolle is a financial advisor at Insight Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Purshe Kaplan Sterling Investments. He also serves as president of Brolle Wealth Management, an investment advisory business. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team. The firm offers portfolio management, financial planning, and pension consulting, employing a range of investment strategies including stocks, bonds, mutual funds, ETFs, options, and cryptocurrency products.

Michael Weber is a CFP® with 20 years of industry experience and currently serves as an advisor at Blue Bell Private Wealth Management, LLC. His prior roles include positions at BlueSphere Advisors LLC and Your Planning Partners LLC. He is also involved with the Colonial Community Organization. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, employing fundamental and cyclical analysis along with options strategies and structured notes.

Betty Brick is an investment advisor with Brick & Kyle Associates Inc in Newtown, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Coastal Equities, Inc since 2014 and with Brick & Kyle Associates since 2013. Brick & Kyle Associates provides discretionary portfolio management and written financial planning to individual and institutional clients, employing a combination of fundamental, technical, and cyclical analysis alongside asset-allocation techniques to tailor portfolios. The firm has operated since 1984 and manages a significant asset base with a small team, offering regular portfolio reviews and client-directed implementation of financial plans.

Timothy Padva is a financial advisor at Aurora Private Wealth, Inc. with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has been with APW Capital, Inc. since 2003. Prior to that, he worked at Wilshire Group, LLC from 2001 to 2018. Outside of his advisory role, he is the CEO of Lively Employer Services, a payroll and employee benefits administration company, and 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, utilizing a range of strategies including individualized portfolios, model portfolios, and independent managers.

Andrew Brick is a CFP® with 30 years of industry experience, currently serving as an advisor at Brick & Kyle Associates Inc in Newtown, PA. He has been with Brick & Kyle Associates since 2013 and also worked at Coastal Equities, Inc. since 2014. Brick & Kyle Associates provides discretionary portfolio management and written financial planning for individual clients, including high-net-worth individuals, as well as institutional and organizational clients such as pensions, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis alongside asset-allocation techniques to manage accounts on a discretionary basis, with regular portfolio reviews.

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.

Jon Sobotkin is a financial advisor at Blue Bell Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Blue Bell Private Wealth Management since 2006. Blue Bell Private Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, utilizing fundamental and cyclical analysis along with options strategies and structured notes as part of portfolio management.

Lucas Morreale is a financial advisor at Ventura Wealth Management with five years of industry experience. He holds a Series 66 designation. His work history includes roles at Ameriprise, American Portfolios Financial Services Inc., and experience in public service with the United States Senate and House of Representatives. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a model-based investment approach combining fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.