Julie Macdade is a financial advisor at IVC Wealth Advisors LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo Advisors, Kestra Financial, and Private Client Services. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, pension consulting, and access to insurance products. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses to develop tailored investment programs and generally manages accounts on a discretionary basis.

Mark Zinman is a financial advisor with Integrity Investment Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Comprehensive Advisors LLC since 2006 and has been involved with Zinman & Company P.C. since 1986. Outside of his advisory roles, Zinman is president of a cellular telephone business and participates in retail clothing sales and rentals, as well as tax and accounting ventures. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets and serving around 184 clients. The firm offers financial planning and portfolio management for individuals, families, trusts, non-profits, pensions, and businesses, employing a process that integrates written financial plans with discretionary or non-discretionary management focused on diversification, cost control, and tax efficiency.

John Jim is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience, including 17 years at Ameriprise Financial Services, Inc., before joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm tailors portfolios to clients’ financial conditions and goals, generally favoring a long-term investment approach while incorporating a range of investment vehicles and third-party platforms for portfolio management.

Andrew Albano is a financial advisor with LRI Investments and holds a Series 65 designation. He has one year of industry experience, including roles at JKJ Financial Services, Link Logistics, First Citizens Bank, BGC Group, and Prudential Financial. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers customized investment management and retirement plan consulting, with a focus on ongoing portfolio supervision and tailored strategies aligned to client objectives.

Christian Abraham is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at United Capital, Facet Wealth, and SEI Investments. Thrive Capital Management provides discretionary investment management and one-time financial planning services to individuals, businesses, and charitable organizations. The firm manages approximately $397.7 million for about 589 clients using diversified model portfolios, fundamental security analysis, and a sub-advisor platform.

Jeffrey Cholish is a financial advisor with Insight Advisors, LLC, holding a Series 65 license and bringing 10 years of industry experience. He has worked at Insight Advisors since 2015 and previously was employed at Arin Risk Advisors, LLC and Westlake Chemical Corp. Outside of his advisory role, he serves as a senior manager at Baystar, a chemical sales company. Insight Advisors, LLC manages over $700 million for a diverse client base including individuals, high-net-worth clients, and pension plans. The firm employs a multi-advisor team and offers tailored portfolio management and financial planning services using a range of investment strategies and products.

Lidia Amodei is a CFP® and CFA® with 30 years of industry experience. She is currently with Attleboro Wealth Management LLC and has previously worked at Allspring Funds Management, LLC and Wells Fargo Funds Management, LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by providing asset management, portfolio management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer and utilizes various asset-allocation strategies across a broad range of securities.

Michael Topley is a CFP® professional with 13 years of industry experience, currently serving at Lansing Street Advisors since 2020. He has also been involved with Edge Financial Wellness and Purshe Kaplan Sterling Investments, Inc. since 2018. Outside of his advisory roles, he is the founder and CEO of Moneyclip Inc., a platform that allows advisors to record and share client-friendly financial plan explanations. Lansing Street Advisors provides discretionary and non-discretionary wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm primarily uses exchange-traded funds in constructing portfolios and integrates financial planning with a long-term investment approach based on fundamental analysis.

Kimberly Thomas is a financial advisor with Muntz Financial, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Muntz Financial in 2025, she worked at Thrive Capital Management, LLC and Creative Wealth Management, LLC, among other roles. Muntz Financial provides fee-only investment advisory services to individuals, trusts, estates, plans, corporations, and private funds. The firm employs a core-satellite investment approach and offers portfolio management and tailored advice across a broad range of securities and vehicles.

Adam Burg is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding a Series 66 designation and 22 years of industry experience. Prior to joining Thrive in 2024, he worked for Bank of America and Merrill Lynch from 2011 to 2024. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations. The firm employs a fundamental-analysis approach with diversified model portfolios and manages approximately $397.7 million for nearly 589 clients.

Patrick Swift is a CFP® professional at Amplius Wealth Advisors with 10 years of industry experience. He has worked at Amplius since 2021 and previously at Bank of America and Merrill from 2016 to 2021. In addition to his advisory role, he is an independent licensed insurance agent specializing in life insurance. 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 customizes advice through model portfolios and independent sub-advisers, leveraging platform relationships and operational tools to manage and monitor client holdings.

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.

Roger Klein is a financial advisor at Ventura Wealth Management with 13 years of industry experience. He has been with Ventura Wealth Management since 2021 and has concurrently worked at Timing Strategies Corporation since 1982. Ventura Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs model portfolios and an asset-allocation framework that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic evaluation.

Megan Keenan is a financial advisor at Lansing Street Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets and Janney Montgomery Scott. Lansing Street Advisors is a team of six advisors providing discretionary and non-discretionary wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis, utilizing exchange-traded funds alongside mutual funds, individual equities, fixed income, and independent manager allocations.

Michael Smith is a CFP® professional at PW Nova Financial Services LLC with 20 years of experience in the financial industry. His prior roles include positions at JW Nova Wealth Partners and Wells Fargo Advisors. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm employs a multi-advisor team approach and uses a variety of analytical methods to construct diversified portfolios that may include complex investment strategies.

David Muntz is a financial advisor at Muntz Financial, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Muntz Financial since 2007. Outside of his advisory work, he serves as a board member and treasurer of The McKeown Foundation, a nonprofit supporting families dealing with Alzheimer's and dementia, and volunteers as a little league softball coach in Warrington, PA. Muntz Financial provides fee-only investment advisory services to individuals, trusts, estates, plans, corporations, and private funds. The firm employs a core-satellite investment approach using fundamental, technical, cyclical, and charting analysis and offers management of private equity, limited partnerships, and pooled investment vehicles.

Kyle Bruner is a financial advisor at Innova Wealth Partners, LLC with one year of industry experience. Prior to joining Innova, he worked at Mary Beaver White Building and On The Level Construction, LLC. He also has a background in education, having worked at Dallastown Area High School. Innova Wealth Partners provides discretionary portfolio management, financial planning, pension consulting, and educational retirement courses to individuals, trusts, pension plan participants, and businesses. The firm manages approximately $284 million in discretionary assets, constructing portfolios with ETFs, mutual funds, and other securities across various asset classes while employing fundamental, technical, and cyclical analysis.

Chad White is a financial advisor with LRI Investments, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Equitable Advisors, AXA Advisors, and Milford Enterprises Inc. He is currently affiliated with JKJ Financial Services and M Holdings Securities in addition to his position at LRI Investments. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm constructs tailored portfolios using mutual funds, ETFs, and individual securities, with an emphasis on ongoing supervision and adjustments for tax planning, market conditions, and client objectives.

Thomas Cahill is a financial advisor at Ventura Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ventura Wealth Management since 2010, as well as at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Cahill is affiliated with professional organizations such as the CFA Institute and the New York Society of Securities Analysts, though he holds no active responsibilities with them. 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 framework that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic assessment.