Liam Mc Intyre is a financial advisor at Creative Capital Wealth Management Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Arkadios Capital. Outside of finance, he is the owner and personal trainer of DefySize Fitness and Coaching LLC, providing fitness and self-defense coaching. Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management, offering a mix of fundamental and technical analysis with a long-term investment approach. The firm manages accounts primarily on a non-discretionary basis and includes alternative investments and privately placed securities among its options.

Thomas Tuskey is a financial advisor with Northstar Financial Companies, Inc. He holds a Series 65 designation and has five years of industry experience. His prior work includes roles at Cambridge Investment Research, Northwestern Mutual, and a teaching position at Rutgers University Business School. Northstar Financial Companies serves individual and high-net-worth clients, as well as trusts and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Charles Wilensky is a CFP® professional with 25 years of experience in financial advising. He is associated with CPC Financial Planning, Inc. and has worked previously with LPL Financial and Royal Alliance Associates, INC. In addition to his advisory work, he is a certified public accountant involved with Clairmont Paciello & Co., P.C., where he manages tax preparation and accounting services. CPC Financial Planning, Inc. provides written financial planning, annual plan monitoring, and hourly advice to individuals, corporations, and business entities. The firm emphasizes non-discretionary, fee-for-service planning integrated with a certified public accounting practice, supporting coordinated recommendations on investments, tax, retirement, insurance, and estate matters.

Matthew Kane is a financial advisor with Compass Ion Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Compass Ion Advisors since 2008 and currently also serves at Keel Point Capital LLC. Outside of his advisory work, Kane serves as a trustee and chaplain for Eastern University and is a board member of the Timothy Foundation. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations with integrated financial planning, investment advisory, and retirement plan consulting. The firm manages about $1.59 billion using a team-driven approach that emphasizes strategic asset allocation and long-term holding periods.

Ryan Donovan is a financial advisor at Compass Ion Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Vanguard, Philadelphia Union, and KPMG. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities, providing integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven model. The firm manages approximately $1.59 billion and emphasizes strategic asset allocation and long-term holdings using a variety of investment vehicles, including ETFs, mutual funds, and third-party sub-advisors.

Christian Dekker is a CFP® professional with two years of industry experience, currently serving at Thrive Wealth Management, LLC since 2021. He previously worked at MassMutual Greater Philadelphia and has experience in other roles including at Yards Brewing Company and Temple University. Dekker is also a licensed life and health insurance agent involved in commission-based insurance sales. Thrive Wealth Management serves individuals—including high-net-worth clients—retirement plan sponsors, charities, businesses, trusts, and estates, providing discretionary and non-discretionary investment management, retirement plan consulting, and financial planning. The firm employs a multi-advisor team to implement portfolios utilizing model strategies with mutual funds, ETFs, securities, and independent managers, and it manages approximately $1.58 billion in client assets.

Alex La Rosa is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with eight years of industry experience. He has worked at Blue Bell Private Wealth Management since 2017 and previously spent a year at ACC Consumer Finance. Blue Bell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm employs a portfolio management approach focused on ETFs, closed-end funds, and structured investments, incorporating options strategies and AI tools within its investment process.

Patrick Swift is a CFP® professional at Amplius Wealth Advisors with 11 years of industry experience. Prior to joining Amplius in 2021, he worked at Bank of America, Merrill, and Equitable Advisors. He is also a licensed independent insurance agent in life insurance. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans, providing discretionary portfolio management, financial planning, and access to fee-based insurance and third-party managers. The firm customizes advice to client objectives and leverages corporate and platform relationships to support investment management and operational needs.

Monica Lanzilotta is a financial advisor with Amplius Wealth Advisors, holding a Series 66 designation and having 10 years of industry experience. She previously worked at Merrill from 2015 to 2021 and at Purshe Kaplan Sterling Investments from 2021 to 2022 before joining Amplius Wealth Advisors. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm customizes advice to client objectives and utilizes third-party operational platforms and sub-advisers to implement and monitor investment strategies.

Scott Cendali is a financial advisor with IVC Wealth Advisors LLC, holding a Series 66 designation and over 11 years of industry experience. His prior work includes roles at Girard Advisory Services, Univest Bank & Trust Co, and Private Client Services. Outside of his advisory role, he is employed by Clear Employer Services, a professional employment organization. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, pension consulting, and third-party money manager selection. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses to create tailored investment programs and generally manages accounts on a discretionary basis.

Allison Kade is a CFP® and holds a Series 65 license, currently serving at WealthFD with one year of industry experience. Her background includes a year at Morgan Stanley and entrepreneurial roles, such as operating Contented Content LLC since 2018. WealthFD provides advisory services to individuals, high-net-worth clients, and retirement plans, offering portfolio management, comprehensive financial planning, and pension consulting with a focus on tax-efficient and ESG portfolios, options, and margin trading strategies. The firm integrates accounting and advisory services through formal affiliations, delivering tax preparation, bookkeeping, and tax-planning alongside investment management.

Carol Gangewer is a financial advisor with Compass Ion Advisors, LLC in Conshohocken, PA, holding Series 63 and Series 65 designations and with 33 years of industry experience. She has worked at Compass Ion Advisors since 2008 and has prior experience with APW CAPITAL, INC. and EGE Advisors, Ltd. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, educational institutions, and charitable organizations. The firm offers integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven model focused on strategic asset allocation and long-term holding periods.

James Tatlow is a financial advisor with Barton Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Stifel Nicolaus for 12 years before joining Barton in 2020. Barton Investment Management offers discretionary portfolio management and retirement-plan advisory services to individuals, high net worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a concentrated, fundamentals-driven equity approach with a long-term orientation and reports approximately $1.0 billion in discretionary assets across about 96 client relationships managed by a four-advisor team.

Mckenzie Frankel is a CFP® with 21 years of industry experience and has been with Entrust Financial LLC since 2015. She serves as treasurer on the board of Adoptions From The Heart and is the secretary of the local chapter board for the National Association of Women Business Owners (NAWBO). Entrust Financial is a registered investment adviser that provides financial planning, consulting, and investment management to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm manages approximately $350.9 million in client assets through a team of five advisors, using fundamental analysis and a multi-step process to tailor portfolio management primarily on a discretionary basis.

Andrew Gilinsky is a financial advisor with CPC Financial Planning, Inc. in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2019 and previously at Royal Alliance Associates, Inc. for 22 years. Gilinsky is also involved with Clairmont, Paciello & Co., P.C., a tax preparation and accounting firm. CPC Financial Planning, Inc. provides written financial planning, annual plan monitoring, and hourly advice for individuals, corporations, and other business entities, focusing on coordinated recommendations covering investments, tax planning, retirement, insurance, and estate matters. The firm operates on a non-discretionary, fee-for-service basis and is closely integrated with a certified public accounting practice, supporting tax and accounting coordination within its planning services.

Glenn Williams is a financial advisor at Northstar Financial Companies, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 credentials. He previously managed an investment adviser specializing in municipal bonds at A.H. Williams for 24 years. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and investment management across taxable and retirement accounts. The firm uses a goals-based, fundamental investment approach and offers specialized strategies including municipal bond advisory and equity-focused model portfolios.

Morgan Frees is a Series 66 licensed advisor at Addison Capital with five years of industry experience. Prior to joining Addison Capital in 2023, he held roles at JPMorgan Chase Bank NA and JPMorgan SECURITIES LLC. He also serves as Director and Wealth Advisor at Addison Capital. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios across a broad range of instruments, managing accounts on both discretionary and non-discretionary bases.

Joseph Hogan is a CFP® professional with seven years of industry experience, currently serving as an advisor at WealthFD. His prior roles include positions at Mariaca Wealth Management, LLC and RTD Financial Advisors, Inc. Outside of advising, he is a partner in MortgageFD LLC, an independent mortgage brokerage, and is involved in affiliated accounting and dental consulting businesses. WealthFD provides advisory services to individuals, high-net-worth clients, and retirement plans, offering portfolio management, financial planning, and pension consulting, including ERISA 3(21) and 3(38) services. The firm’s investment approach integrates fundamental, quantitative, and technical analysis, with a distinctive blend of accounting and mortgage brokerage services that enhance its wealth management offerings.

Frederick Hubler Jr. is a financial advisor with Creative Capital Wealth Management Group, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Arkadios Capital since 2020 and has been involved with Creative Capital Wealth Management Group and independent insurance agency work since 2003. Outside of advisory roles, he coaches other financial advisors on transitioning to retainer-based practices and contributes articles on alternative investments to Forbes.com. He also serves on the advisory council for Renault Winery. Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management, offering services including tax mitigation programs, alternative investments, and third-party money manager recommendations. The firm generally manages accounts on a non-discretionary basis, with discretionary authority primarily within its Household Endowment Model.

Earl Clairmont Jr. is a CFP® with 38 years of industry experience, currently serving at CPC Financial Planning, Inc. He has previously worked at LPL Financial and Royal Alliance Associates, INC. since 1997. In addition to his financial advisory roles, he is involved with Clairmont, Pacielo & Co., P.C., a firm providing tax preparation and accounting services. CPC Financial Planning, Inc. offers written financial planning, annual plan monitoring, and hourly advice to individuals, corporations, and business entities. The firm emphasizes non-discretionary, fee-for-service planning combined with affiliated brokerage and insurance services, supported by a team with multiple professional credentials and close integration with a certified public accounting practice.