David Lorine is a financial advisor at Conservest Capital Advisors Inc with 26 years of industry experience. He has been with Conservest Capital Advisors since 1999. He holds a Series 65 designation. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies based on in-depth client interviews and manages nearly $1.925 billion in discretionary assets across a compact team.

Keith Hering is a financial advisor at Kennedy Investment Group with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services Advisors and Hering Financial Services, Inc., where he was also the owner. Kennedy Investment Group provides wealth management and financial planning to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis, employing a fundamentally based investment approach with diversified portfolios that include mutual funds, ETFs, stocks, bonds, options, and alternative investments.

James Johnston is a financial advisor at Wealth Management Associates, Inc. in Cherry Hill, NJ, with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Everbank, and Securities America, Inc. Johnston is also involved in occasional fixed insurance sales. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses with portfolio management, financial planning, and pension consulting. The firm manages approximately $647 million in assets and is noted for its integrated accounting relationships and a multi-disciplinary approach combining investment management, brokerage, and insurance services.

Man Hyung Hahn is a CFP® professional with five years of experience in the financial industry. He has been with RTD Financial Advisors Inc. since 2013 and previously worked at Intuit from 2018 to 2019. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning and personalized investment management through an asset-allocation driven approach, offering both discretionary and non-discretionary services along with specialized fiduciary consulting for employer retirement plans.

Salvatore Cocivera is a CFP® with 34 years of industry experience, currently serving at Cora Capital Advisors, where he has worked since 2022. His prior experience includes roles at American Portfolios Financial Services, Inc. and Saxony Securities, Inc. Outside of his advisory work, he is involved in retail operations as a bookkeeper for a surf shop in Brigantine, NJ. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management and discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party managers, alongside financial planning and retirement plan advisory services.

Daniel Dougherty is a ChFC® credentialed financial advisor with 14 years of industry experience. He is a managing partner at Absolute Wealth Management, LLC, where he divides his focus between investment planning and insurance solutions. Dougherty also serves on the advisory board of Fusematic Corporation, a startup developing a friction bonding tool, and is a managing partner at Prestige Strategies, LLC, which offers premium financed life insurance. Horter Investment Management, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a multi-manager and model portfolio approach, offering both discretionary and non-discretionary investment options with oversight from an Investment Committee.

Conor Jonasson is a CFP® and Series 65-registered financial advisor with five years of industry experience. He is currently with Crusonia Wealth Advisors LLC and has held roles at several firms, including Safeguard Financial, Thrivent Advisor Network, and Interactive Financial Advisors. Outside of this, he operates Jonasson Retirement Solutions, LLC as a senior wealth advisor. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, offering wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach incorporating equities, fixed income, alternative investments, and uses both quantitative and fundamental analysis, managing approximately $1.18 billion across 540 clients.

Andrew Sachais is a CFA® charterholder with nine years of industry experience. He is currently with Wick Capital Partners, LLC, where he has worked since 2020, except for a brief period at Brandywine Oak Private Wealth LLC. Wick Capital Partners provides personalized asset management and financial planning to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, managing approximately $930 million in discretionary assets. The firm develops portfolios based on comprehensive financial plans and employs a mix of active and passive strategies, including fundamental analysis.

Brooke Bees is a CFP®-credentialed financial advisor with 19 years of industry experience. She is affiliated with Wick Capital Partners, LLC and has previously worked at Mission Wealth Management, West Capital Management, Mercer Global Advisors, Guardian Life, and New England Securities. Wick Capital Partners provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets using a blend of active and passive strategies informed by fundamental analysis and integrates portfolio management with comprehensive financial planning.

Jeffrey Weiand is a CFP® credentialed financial advisor with 35 years of industry experience. He has been with RTD Financial Advisors, Inc. in Philadelphia, PA since 1985. RTD Financial Advisors is a multi-team advisory firm serving individuals, families, and institutional clients including pension plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, with a focus on individualized investment programs, tax-aware portfolio management, and retirement-plan support.

Brian McGowan is a financial advisor at McGowan & Co LLP with 24 years of industry experience. He has been with McGowan & Co., LLP since 1998 and McGowan & Co., LLC since 2000. Outside of his advisory role, he is a member of a related CPA firm where he prepares income taxes and handles estate, retirement, and educational planning. McGowan & Co., LLP provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm primarily operates on a non-discretionary basis, emphasizing client-directed decisions, and manages a diverse range of assets including individual stocks, bonds, mutual funds, ETFs, and options.

Edward Snitzer is a financial advisor at Prudent Management Associates with 35 years of industry experience. He has been with Prudent Management Associates since 1982 and has also been associated with Els Counselors Inc and Keystone Development Services Inc since 1981. He holds the Series 63 designation. Prudent Management Associates provides discretionary portfolio management and limited consulting services to high-net-worth individuals, charitable institutions, foundations, endowments, and corporate plans. The firm manages approximately $1.23 billion for about 210 clients through a small team of advisors, using primarily low-cost, no-load mutual funds and offering four risk-based model portfolios tailored by asset allocation and regularly rebalanced.

Diane Taylor is a financial advisor with LPL Financial and holds a Series 65 designation. She has 21 years of industry experience and has worked at Victory Wealth Partners since 2002. In addition to her advisory role, she is involved with Kelly & Taylor, PC, a tax preparation and accounting firm where she has worked since 1983. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Steffanie Lerch is a CFP® professional affiliated with Eagle Wealth Strategies, with 21 years of experience in the financial services industry. Her work history includes roles at Raymond James Financial Services Advisors, Inc. and Eagle Wealth Strategies, where she has been associated since 2002. She is also owner of Aerie Tax & Advisory, LLC, a tax and accounting services firm. Eagle Wealth Strategies is a fee-based, SEC-registered investment adviser serving individuals, trusts, estates, businesses, and charitable organizations. The firm employs fundamental analysis and a long-term investment approach, using model portfolios with mutual funds, ETFs, equities, bonds, and alternative investments, and engages an independent consultant for portfolio research and due diligence.

Stephen Hudson is an advisor with Peak American Investment Advisors, Inc., where he has worked since 2008. He is based in Ardmore, PA, and is part of an 11-advisor team. Hudson has 18 years of industry experience. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, retirement income solutions, and estate and legacy services. The firm’s investment approach combines technical and fundamental analysis, with portfolios constructed from a range of securities and integrated tax and insurance strategies.

John Kelly is a financial advisor at PTS Brokerage, LLC with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes a long tenure at UPS, spanning 37 years. Outside of advising, he is involved in fixed life and health insurance sales as an independent contractor. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm customizes portfolios based on client objectives using fundamental and technical analysis and employs derivatives and options strategies primarily for larger accounts.

Maxine Shevlin is a CFP® and Series 65 credentialed advisor with one year of experience at RTD Financial Advisors Inc. She has prior experience at WMS Partners and its affiliate from 2018 to 2022. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services with an emphasis on written Investment Policy Statements, tax-aware management, and structured retirement-plan solutions including 3(38) fiduciary management and Pooled Employer Plans.

Eduard Zolotarev is a CFP® certificant with five years of industry experience, currently advising at Brooklyn FI, LLC since 2022. His background includes roles at Marcum LLP, Gryphon Financial Wealth Advisors, and 1st Global Advisors. Zolotarev is also the owner of EVZ Tax and Accounting Services, providing tax preparation for family, friends, and a few small clients. Brooklyn FI serves individual and high-net-worth clients with household-level investment management and financial planning, incorporating both passive strategies and specialized external managers. The firm is known for aggregating held-away assets into client portfolios and offering educational seminars along with affiliated tax and fintech services.

David Clark is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Wick Capital Partners, LLC and has previously worked at firms including Purshe Kaplan Sterling Investments, Brandywine Oak Private Wealth, and Merrill. Wick Capital Partners provides personalized asset management and financial planning to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets using fundamental analysis, a mix of active and passive strategies, and integrated financial planning services.

Francisco Garcia is a Series 65-licensed advisor at Just Futures with two years of industry experience. His career background includes roles at City Innovate, Inc., and involvement with political campaigns such as Biden for President 2020 and Mike Bloomberg 2020. He also founded a small distillery, Strivers' Row Distillery Ltd. Just Futures serves nonprofit organizations, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing assets with a values-aligned investment approach that integrates ESG considerations and a range of public and private market solutions focused on social justice.