L Macaulay is a financial advisor at JMAC Enterprises LLC with five years of industry experience. They hold a Series 65 designation and previously worked at Wells Fargo Advisors and its affiliates from 2017 to 2021. JMAC Enterprises LLC offers wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in assets and employs a primarily long-term investment approach while allowing tactical adjustments and portfolio rebalancing.

Roman Chiokadze is a financial advisor with Ventura Wealth Management, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model portfolio and asset-allocation approach that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic evaluation.

Matthew Topley is a financial advisor at Lansing Street Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortis Advisors LLC. Topley serves as a board member and advisor for Moneyclip Inc., a company that enables advisors to record and share client-friendly financial plan explanations. Lansing Street Advisors provides discretionary and non-discretionary wealth and portfolio management, as well as financial planning, primarily serving individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach focused on fundamental analysis and offers diversified portfolios using ETFs, mutual funds, equities, fixed income, and independent managers.

William Bromley is a financial advisor with Innova Wealth Partners, LLC in Newtown, PA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Innova Wealth Partners since 2013. In addition to his advisory role, Mr. Bromley is a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers insurance products to clients. Innova Wealth Partners provides discretionary portfolio management and financial planning for individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment strategies across multiple asset classes and frequently utilizes specialized sub-advisors, maintaining discretionary trading authority and ongoing oversight.

Charles Scavone IV is a financial advisor with Nest Egg in Conshohocken, PA, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Nest Investments BD LLC since 2018, Nest Investments LLC since 2017, and Fidelity Brokerage Services LLC from 2016 to 2017. Nest Egg provides discretionary investment management services to individuals, corporations, trusts, non-profit organizations, and retirement plans using a proprietary algorithm-driven platform that manages ETFs, mutual funds, and annuities. The firm serves a large client base through kiosk placements and solicitor agreements, combining automated portfolio management with technical and fundamental analysis.

Paul Mccolgan is a financial advisor with IVC Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Private Client Services and Kestra Advisory Services LLC. He serves as vice chairman of Perkasie Industrial Development, a nonprofit-focused organization that facilitates lower interest rate loans for community-benefiting projects. 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 and uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment portfolios tailored to client needs.

Gary Hess is a CFA® charterholder with 27 years of industry experience. He has been with Baldwin Investment Management, LLC since 2017 and previously worked at Rkm Advisors, Inc. from 2012 to 2016. Baldwin Investment Management, LLC provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a combination of quantitative stock-selection models, qualitative research by sector-focused portfolio managers, and technical chart analysis in its investment process.

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.

Timothy Mickey is a CFP®-certified financial advisor with 44 years of industry experience, currently serving at Aviso Wealth Management. His career includes roles at OSAIC, Cetera Advisors LLC, and First Allied Securities. Outside of his advisory work, he is involved with Aviso Tax Services, an affiliated tax preparation company to which he may refer clients without compensation. Aviso Wealth Management is a nine-advisor team managing approximately $495 million across 772 client relationships. The firm provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations, employing a range of analytical approaches and offering both discretionary and non-discretionary portfolio management.

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.

Irvin Schorsch is a CFP® with 29 years of industry experience and has been with Pennsylvania Capital Management Inc. since 1995. He holds Series 63 and Series 65 licenses and is based in Huntingdon Valley, PA. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering tailored asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

James Meyer is a CFA® charterholder with 24 years of industry experience. He has been with Tower Bridge Advisors since 2001. The firm provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Tower Bridge Advisors employs a fundamental research-driven, strategic asset allocation approach across equities and fixed income, and actively manages private investment funds with sector-focused strategies.

Matthew Liebman is a CFA® charterholder with 22 years of experience in the financial industry. He is currently with Amplius Wealth Advisors and Amplius Asset Management, having previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. In addition to his advisory role, Liebman is licensed as an independent insurance agent, focusing on fixed and traditional insurance products. 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 tailors investment strategies using model portfolios, third-party managers, and sub-advisers, leveraging operational platforms and maintaining relationships with affiliated entities to support its services.

David Campbell is a financial advisor at Meridian Wealth Partners, LLC with one year of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Meridian Wealth Partners, he worked for Meridian Bank and Fulton Financial Corporation. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for around 707 clients through a ten-advisor team. The firm employs a long-term, evidence-based investment approach that incorporates Modern Portfolio Theory and the Efficient Market Hypothesis, offering comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, and other entities.

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 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.

Elizabeth Shamir is a CFA® charterholder with 21 years of experience in the financial services industry. She has worked with several firms, including Certior Financial Group, Mutual Securities, Voya Financial Advisors, Financial Independence Planning, and Mass Mutual Investors Services. In addition to her advisory role, she serves on the investment committee of Congregation Beth Or and is a board member of Tikvah AJMI, a charity focused on improving quality of life for adults with mental illness. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse client base, including individuals, trusts, and business entities. The firm combines a multi-disciplined planning approach with discretionary portfolio management, utilizing flexible asset allocation and both active and passive investment strategies.

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.