Philip Matalucci IV is a CFP® and Series 66-registered advisor at Amplius Wealth Advisors with six years of industry experience. He previously worked at Merrill and Merrill Lynch before joining Amplius Wealth Advisors in 2022. He is also an independent licensed insurance agent for life and health insurance. 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 offers customized discretionary advice and leverages affiliations with Amplius Asset Management and Dynasty Financial Partners to support its investment management and operational capabilities.

Eric Rohtla is a CFP®-certified financial advisor with four years of industry experience, currently with Passive Capital Management, LLC. Prior to joining Passive Capital Management, he held positions at the Academy of the New Church and The Vanguard Group, Inc. He has also been involved with the Glencairn Museum during his career. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors and serves individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm follows a passive, asset-allocation investment approach using index mutual funds and ETFs, offering discretionary and non-discretionary management along with ERISA 3(21) retirement plan advisory services.

Timothy Vickrey Jr. is a financial advisor at Bucks Capital Advisers with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and was previously with Andrew Garrett, Inc. for 19 years before joining Bucks Capital Advisers. Bucks Capital Advisers offers asset management, comprehensive portfolio management, and retirement plan consulting to individuals, trusts, non-profits, pension and profit-sharing plans, private funds, and businesses. The firm manages approximately $670.7 million in assets, utilizing a multi-method investment process and tailored asset allocation strategies across a range of investment vehicles.

Ronald Joyce Jr. is a financial advisor at IVC Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kestra Advisory Services and Kestra Investment Services prior to joining IVC Wealth Advisors. Joyce serves on the board of the Griffin Gives Foundation, a charitable organization assisting veterans and children in need, and holds leadership roles at local veterans and fraternal organizations. 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 specializes in discretionary portfolio management, pension consulting, and retirement-account planning, employing tailored investment strategies that integrate fundamental, quantitative, and modern portfolio theory analyses.

Aaron Dessen is a CFP® and Series 65 licensed advisor at Payne Capital Management, LLC with eight years of industry experience. He has worked at Payne Capital Management since 2017 and previously was employed at Bridget's Steakhouse for six years. Payne Capital Management provides financial planning, consulting, and portfolio management services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes goal-oriented planning, risk limitation, and personalized service, utilizing a variety of investment vehicles and strategies including options and borrowing within separately managed accounts.

Ian Brick is a financial advisor at Brick & Kyle Associates Inc with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Owowcow Creamery for three years and spent ten years in the education sector. Brick & Kyle serves individual and high-net-worth clients as well as institutional entities, providing discretionary portfolio management and written financial planning. The firm employs a combined fundamental, technical, and cyclical investment approach across multiple asset classes and manages roughly $492 million for a client base that includes pensions, trusts, corporations, estates, and charitable organizations.

Patrick Hehir is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Andrew Garrett, Inc. since 2007. He is also involved in selling health insurance through Princeton Financial. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, employing a multi-platform investment approach with discretionary and non-discretionary management across various asset classes and advisory programs.

Andrew De Stefano is a financial advisor at LRI Investments with a Series 66 designation and one year of industry experience. He has previously worked at Fis and EY, and holds a degree from Franklin & Marshall College. LRI Investments 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, emphasizing customized asset allocation and long-term investment strategies.

Michele Hewitt is a CFP® professional with three years of industry experience, currently affiliated with Wellfull. She previously worked at Bernardo Wealth Planning, Wescott Financial Advisory Group, and Asset Planning Services. Outside of her advisory role, she owns rental properties. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes financial planning as the basis for its investment approach and manages portfolios using model-based asset allocation across multiple analysis methods.

Mark Byelich is a Certified Financial Planner® with 25 years of industry experience. He is currently with Attleboro Wealth Management LLC and has previously worked at Purshe Kaplan Sterling Investments, Inc. and Kestra Financial Services, Inc. Outside of his advisory role, he serves on the board of The Newtown Theatre, a nonprofit community theater, and is a licensed insurance agent. Attleboro Wealth Management advises individual and high-net-worth clients, trusts, estates, broker/dealers, and business entities, providing discretionary asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm employs a centralized investment process using fundamental, quantitative, qualitative, and sector analysis to guide asset allocation, and offers tax-related services alongside its investment offerings.

Anthony Carrino is a CFP® and ChFC® with 23 years of experience in financial advising. He is affiliated with Roble, Belko and Company, Inc. and has worked with Roble Asset Management, Emmet & Company, First Institutional Securities LLC, and CPA Investment Solutions, LLC. Outside of his advisory role, he operates Sycamore Consulting, a part-time investment consulting business. Roble, Belko and Company provides wealth management services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations, focusing on larger households. The firm employs a strategic asset allocation and core/satellite approach, offering services that include retirement and philanthropic planning, and uses derivatives and sub-advisory relationships to address complex client needs.

Julie Macdade is a financial advisor at IVC Wealth Advisors LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo Advisors, Kestra Financial, and Private Client Services. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, pension consulting, and access to insurance products. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses to develop tailored investment programs and generally manages accounts on a discretionary basis.

Mark Zinman is a financial advisor with Integrity Investment Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Comprehensive Advisors LLC since 2006 and has been involved with Zinman & Company P.C. since 1986. Outside of financial advising, he serves as president of a cellular telephone business and participates in several other ventures, including retail clothing sales and tax and accounting services. Integrity Investment Advisors, LLC serves individuals, families, trusts, non-profits, pension plans, and businesses, managing approximately $67 million across about 170 client relationships. The firm offers financial planning and portfolio management using a fiduciary approach focused on diversified, low-cost, tax-aware investments and incorporates accounting, tax, and retirement administration services into its client solutions.

John Jim is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience, including 17 years at Ameriprise Financial Services, Inc., before joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm tailors portfolios to clients’ financial conditions and goals, generally favoring a long-term investment approach while incorporating a range of investment vehicles and third-party platforms for portfolio management.

Andrew Albano is a financial advisor at LRI Investments with a Series 65 credential and one year of industry experience. His prior roles include positions at JKJ Financial Services, Link Logistics, First Citizens Bank, BGC Group, and Prudential Financial. 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 across client accounts with a focus on customized asset-allocation strategies and both discretionary and non-discretionary services.

Christian Abraham is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at United Capital, Facet Wealth, and SEI Investments. Thrive Capital Management provides discretionary investment management and one-time financial planning services to individuals, businesses, and charitable organizations. The firm manages approximately $397.7 million for about 589 clients using diversified model portfolios, fundamental security analysis, and a sub-advisor platform.

Jeffrey Cholish is a financial advisor with Insight Advisors, LLC, holding a Series 65 license and bringing 10 years of industry experience. He has worked at Insight Advisors since 2015 and previously was employed at Arin Risk Advisors, LLC and Westlake Chemical Corp. Outside of his advisory role, he serves as a senior manager at Baystar, a chemical sales company. Insight Advisors, LLC manages over $700 million for a diverse client base including individuals, high-net-worth clients, and pension plans. The firm employs a multi-advisor team and offers tailored portfolio management and financial planning services using a range of investment strategies and products.

Lidia Amodei is a CFP® and CFA® with 30 years of industry experience. She is currently with Attleboro Wealth Management LLC and has previously worked at Allspring Funds Management, LLC and Wells Fargo Funds Management, LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by providing asset management, portfolio management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer and utilizes various asset-allocation strategies across a broad range of securities.

Michael Topley is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Lansing Street Advisors and has held roles at Edge Financial Wellness, Purshe Kaplan Sterling Investments, Inc., and several other firms. Outside of traditional advisory duties, he is the founder and CEO of Moneyclip Inc, a company that provides a platform for advisors to record and share client presentations. Lansing Street Advisors is a team-based firm serving individuals, high-net-worth clients, trusts, and estates with discretionary and non-discretionary wealth management, portfolio management, and financial planning. The firm primarily uses exchange-traded funds and integrates financial planning and third-party services into its long-term, fundamentally based investment approach.

Kimberly Thomas is a financial advisor with Muntz Financial, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Muntz Financial in 2025, she worked at Thrive Capital Management, LLC and Creative Wealth Management, LLC, among other roles. Muntz Financial provides fee-only investment advisory services to individuals, trusts, estates, plans, corporations, and private funds. The firm employs a core-satellite investment approach and offers portfolio management and tailored advice across a broad range of securities and vehicles.