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.

Andrew Randisi is a CFP® professional with six years of industry experience, currently serving at Pennsylvania Capital Management Inc. since 2016. He previously worked at Drexel University for five years. Pennsylvania Capital Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $848.6 million in assets using a combination of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services.

Brian Henrysen Jr. is a CFP® with seven years of industry experience, currently serving as an advisor at PW Nova Financial Services LLC. His prior roles include positions at Presilium Private Wealth LLC and Raymond James Financial Services Advisors, Inc. Outside of his advisory work, he manages a real estate rehab business, 215 Rehab Enterprises, where he oversees relationships with contractors and vendors. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm employs a multi-advisor team and uses a combination of analytical methods to construct diversified portfolios, offering both discretionary and non-discretionary management along with a sponsored wrap fee program.

Jesse D'Elia is a CFP® with 12 years of industry experience, currently serving as an advisor at Attleboro Wealth Management LLC since 2025. He previously worked at The Vanguard Group, Inc. for 11 years. Outside of his advisory role, he is involved in residential home improvement and renovation for resale through his ownership of B. E. 2A Properties LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by offering asset management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer, utilizing various asset-allocation strategies and managing portfolios across a broad range of securities.

Richard Parrett is a CFP® with 35 years of industry experience. He is currently with Thrive Capital Management, LLC, where he has worked since 2024. His prior experience includes roles at Prudential Insurance Company of America and Global Portfolio Strategies, Inc., among others. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, providing discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm employs diversified model portfolios and fundamental analysis, conducting regular reviews and rebalancing to manage client accounts.

Sean Miller is a financial advisor with Blue Bell Private Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked multiple terms at Aberdeen Asset Management Inc. and its affiliate, Aberdeen Fund Distributors, LLC, before joining Blue Bell in 2026. Blue Bell Private Wealth Management serves high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, and other advisors. The firm employs a portfolio management approach focused on ETFs, closed-end funds, and structured investments, incorporating options strategies and AI tools, with a noted emphasis on structured notes and documented options-trading practices.

Daniel Smyth is a managing director at HCR Wealth Advisors in Philadelphia, PA, with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including UBS Financial Services and Lincoln Financial Group. Smyth also serves as director of the Life, LTC, and Disability Insurance division at Relation Insurance Services. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and businesses. The firm employs a mix of fundamental and technical analysis across multiple investment strategies and manages nearly $2 billion in client assets with a team of ten advisors.

James Lewers is a CFP® and ChFC® with 27 years of industry experience. He is currently affiliated with Brick & Kyle Associates Inc and Coastal Equities, Inc, having worked at Brick & Kyle since 2013 and Coastal Equities since 2014. Brick & Kyle Associates provides discretionary portfolio management and written financial planning services to individual and institutional clients, including high-net-worth individuals, pensions, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis along with asset allocation techniques to manage accounts on a discretionary basis with regular reviews.

Robert Held is a financial advisor at Integrity Financial Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prosperity Wealth Management, Gwynedd Wealth Partners, and Penn Mutual Life Insurance Company. Outside of his advisory role, he is president and partner of an insurance brokerage, Advanced Financial Partners, LLC, where he is involved in life insurance sales and services. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing portfolio management through third-party managers along with financial consulting and retirement planning. The firm primarily recommends active, discretionary management using affiliated investment advisers and model portfolios, monitoring accounts monthly and providing quarterly performance reports.

Mary Beth Fanelli is a financial advisor at Faithward Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Osaic Wealth Inc., Ambassador Advisors, and Wells Fargo Advisors. Outside of her advisory role, she is an author of devotional and faith-based works and manages an educational initiative focused on financial mindset and investing. Faithward Advisors provides personalized investment advisory services to individuals, non-profits, pension plans, trusts, estates, and business entities. The firm uses a combination of Modern Portfolio Theory and fundamental, quantitative, and qualitative analysis, with a focus on long-term investments and offers a Biblically Responsible Investing policy aligned with Christian values.

Michael Sullivan is a financial advisor at The Estate Planners Group with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with the firm since 2006. 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, using fundamental analysis and diversified allocations across various asset classes.

Philip Matalucci IV is a CFP® and Series 66-registered advisor at Amplius Wealth Advisors with six years of industry experience. He previously worked at Merrill and Merrill Lynch before joining Amplius Wealth Advisors in 2022. He is also an independent licensed insurance agent for life and health 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 offers customized discretionary advice and leverages affiliations with Amplius Asset Management and Dynasty Financial Partners to support its investment management and operational capabilities.

Eric Rohtla is a CFP®-certified financial advisor with four years of industry experience, currently with Passive Capital Management, LLC. Prior to joining Passive Capital Management, he held positions at the Academy of the New Church and The Vanguard Group, Inc. He has also been involved with the Glencairn Museum during his career. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors and serves individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm follows a passive, asset-allocation investment approach using index mutual funds and ETFs, offering discretionary and non-discretionary management along with ERISA 3(21) retirement plan advisory services.

Patrick Magnuszewski is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He is currently with Q3 Advisors, LLC and has previously worked at Fidelity Investments, The Vanguard Group, and Glenmede Trust Co. Outside of his financial career, he works as an independent contractor providing dog-walking and pet care services. Q3 Advisors offers financial planning and tax-focused consulting services primarily to individual clients through fixed-fee packaged programs. The firm emphasizes planning-level recommendations across retirement, tax, estate, insurance, and employee-benefit topics without managing investment portfolios or recommending specific securities.