Christopher Crooks is a CFP® and CFA® with nine years of industry experience. He has worked at Tower Bridge Advisors since 2020 and previously held positions at Bank of America, Merrill Lynch, and Alphaone Capital Partners. Tower Bridge Advisors provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with fundamental research, managing core equity holdings on a growth-at-a-reasonable-price basis and fixed income in laddered maturities, while also actively managing private investment funds that utilize more concentrated, sector-focused strategies.

Carlos Prince is a financial advisor at Legacy Edge Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill Lynch, and TIAA-CREF. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm employs a diverse investment approach combining fundamental, modern portfolio theory, quantitative, and technical analysis, with strategies ranging from long-term buy-and-hold to short-term trading.

Eric Landes is a financial advisor at IVC Wealth Advisors LLC with 26 years of industry experience. He holds a Series 63 designation and has been with IVC Wealth Advisors since 2014. His prior experience includes roles at Kestra Investment Services LLC and Private Client Services. Outside of his advisory role, Landes is involved as president of IVC Insurance Agency and participates in professional employer organization activities. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and retirement-account planning, utilizing fundamental, quantitative, and modern portfolio theory analyses to create tailored model allocations.

William Nunley II is a Series 66-registered advisor with Nest Egg in Conshohocken, PA. He has been with Nest Investments since 2025 and has prior experience in various business roles, including ownership of Nunley Enterprises LLC from 2020 to 2025. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non‑profit organizations, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary models and algorithm-driven portfolio management focused on ETFs, mutual funds, and annuities, serving a large client base primarily via intermediated distribution.

Jason Bass is a financial advisor with Cordatus Wealth Management LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Cordatus since 2016. In addition to his advisory role, Bass serves on the boards of the Business 2 Business Association and the YMCA in Pennsylvania. Cordatus Wealth Management LLC provides wealth planning, asset management, and corporate retirement-plan consulting to individuals, trusts, charitable organizations, and businesses. The firm offers executive services for managing stock options and restricted stock, financial planning, and ongoing portfolio management, utilizing a variety of proprietary strategies and third-party managers.

James Wong is a ChFC® credentialed financial advisor with 38 years of industry experience, currently with Insight Advisors, LLC since 2018. His prior roles include positions at PNC Bank, PNC Investment LLC, and TD Ameritrade. Outside of his advisory work, he also provides private and group tennis lessons as a part-time instructor at The Atlantic Club in New Jersey. Insight Advisors serves individuals, including high net worth clients, trusts, pension and profit-sharing plans, and business entities by offering comprehensive portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies and conducts regular portfolio reviews, managing approximately $785.65 million in client assets.

Michael Adams is a financial advisor at Tower Bridge Advisors with 28 years of industry experience. He has worked at Tower Bridge Advisors since 2020 and was previously with BB&T Securities from 2016 to 2020. Outside of his advisory role, he serves as Chairman of Northeast Homecare Services, a non-medical in-home care franchise focused on elder assistance, which he owns. Tower Bridge Advisors provides investment advice and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach across equities and fixed income and manages two private funds with a focus on concentrated, research-driven opportunities.

Kenneth Dawson is a Series 66 registered advisor with 13 years of industry experience. He is currently affiliated with LRI Investments and has prior experience at M Holdings Securities and JKJ Financial Services. Outside of his advisory roles, he serves as Director of Investment and Retirement Services at JKJ Financial Services. LRI Investments is a team of 25 investment professionals managing approximately $2.78 billion for individuals, high-net-worth clients, businesses, financial institutions, and government entities. The firm offers customized asset-allocation portfolios with a long-term focus and provides retirement-plan consulting and ongoing fiduciary services.

Christopher Payne is a financial advisor at Payne Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Payne Capital Management since 2011. Payne Capital Management offers comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach uses quantitative methods based on Modern Portfolio Theory and tailors portfolios to client risk tolerances and goals, employing a mix of mutual funds, ETFs, individual securities, options, and independent managers.

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 at Nest Egg with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Nest Investments BD LLC, Nest Investments LLC, and Fidelity Brokerage Services LLC. Nest Egg provides discretionary investment management primarily through an internet and kiosk-based advisory program, serving individuals, corporations, trusts, non-profits, and retirement plans. The firm employs proprietary models and an algorithm to create and rebalance portfolios, offering a highly automated service with limited face-to-face contact.

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.