William Miller is a financial advisor at Gibraltar Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at KRPG Advisors, LLC and H. Beck, Inc. He has provided ERISA 3(21) and 3(38) investment advisory services through KRPG Advisors. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private investment funds. The firm offers tailored financial counseling, investment management, and a retirement-plan Relative Strength advisory service, employing a multi-asset class framework and both discretionary and non-discretionary portfolio options.

James Dodderidge is a financial advisor at Gibraltar Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gibraltar since 2021. His prior experience includes roles at L.L. Bean and Cresap Inc. outside the financial sector. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm combines proprietary and model-driven approaches with independent manager allocations, managing a substantial portion of assets non-discretionarily and offering specialized advisory programs.

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 financial advisor at Amplius Wealth Advisors with nine years of industry experience. She holds the CFP® designation and the Series 66 license. Prior to joining Amplius Wealth Advisors in 2025, she worked at The Vanguard Group for eight years and Merrill Lynch for one year. She also held a position at Temple University for three years. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by offering discretionary portfolio management, comprehensive financial planning, and retirement plan advisory services. The firm customizes advice using model portfolios, third-party managers, and sub-advisers, leveraging advanced operational and trading platforms to implement and monitor client strategies.

Nicholas De Santis is a CFP®, CFA®, and Series 65 credentialed advisor with six years of industry experience. He has worked at Quaker Wealth Management since 2017 and previously held roles at Rutgers University, Rowan College of Burlington County, and Wawa Inc. Quaker Wealth Management serves individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation and utilizing a proprietary Qmap platform to implement portfolios primarily with ETFs and mutual funds.

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.

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.

Kathleen Burke is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Equita Financial Network, Inc. and has previously worked at Method Financial Planning, Inc. and The Investment Center, Inc. She holds Series 63 and Series 66 licenses. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Ira Feldman is a financial advisor with Integrity Investment Advisors, LLC, holding eight years of industry experience. He is also a partner in the accounting practice Bush Tecosky Goodman Feldman, LLC, where he has been involved since 1990. 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 uses a fiduciary approach focusing on diversified, low-cost, tax-aware, long-term investment strategies and integrates financial planning with portfolio management.

Caitlin Escoffery is a financial advisor at Beacon Bridge Wealth Partners, LLC with a Series 65 designation and five years of industry experience. Prior to joining Beacon Bridge in 2021, she worked at Kaplan International from 2012 to 2020. Beacon Bridge Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, and institutional clients, tailoring portfolios to client-specific financial conditions and goals with a generally long-term investment approach. The firm utilizes a range of investment vehicles and incorporates third-party platforms for portfolio management and rebalancing.

David Loesser is a CFP® with 22 years of industry experience and has been with The Estate Planners Group since 2006. He holds Series 63 and Series 66 licenses and serves as managing member and manager for multiple pooled investment vehicles through affiliated entities. 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 consulting, often managing client accounts on a discretionary basis with diversified allocations and fundamental analysis.

Mercedes Petrellis is a financial advisor at Comprehensive Investment Management, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at iPipeline and Advanced Technology Services. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm employs a long-term, low-turnover investment strategy using primarily no-load, actively managed equity mutual funds with significant foreign exposure and index bond funds, and integrates tax preparation and planning through its affiliation with accounting services and a team with diverse professional credentials.