Christian Williams is a financial advisor at Medallion Wealth Advisors, LLC in Philadelphia, PA. He holds a Series 65 credential and has worked in the financial industry since 2019, including roles at The Michaels Organization and Berkadia. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, estates, retirement accounts, charitable organizations, and plan sponsors. The firm provides portfolio management, financial planning, pension consulting, and utilizes client-specific investment policies with a range of strategies including mutual funds, ETFs, and third-party managers.

Kate Poole is a financial advisor at Natural Investments with seven years of industry experience. She holds a Series 65 designation and has worked at Natural Investments since 2018, following prior roles at RSF Social Finance and Regenerative Finance. Natural Investments is a values-focused firm serving individual clients—including high-net-worth households—institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes asset-class diversification and long-term investment strategies primarily utilizing socially responsible funds and community investment instruments.

Joann Morgano is a financial advisor at Laurel Oak Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 18 years. Outside of her advisory role, she co-hosts a financial TV show, "It's Your Money with Jo Ann and Martin," where she discusses financial topics with industry experts. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and the use of independent managers, serving clients through a wrap fee program.

Harry Mccullough is a CFP® with 28 years of industry experience and has been with Comprehensive Investment Management, LLC since 2005. He is based in Philadelphia, PA, and holds the Series 63 designation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified allocations using primarily actively managed equity mutual funds with significant foreign exposure and index bond funds, following a long-term, low-turnover strategy integrated with tax planning through its team credentials.

William Love Jr. is a CFP® professional at RTD Financial Advisors Inc with 21 years of industry experience. He has been with RTD Financial Advisors since 2018 and previously worked at The Marshall Financial Group, Inc. from 2006 to 2018. He serves as president of the Financial Planning Association Philadelphia Tri-State chapter and is also involved in professional coaching. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and specialized retirement-plan support.

Heather Mcmeekin is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Mitchell Sinkler & Starr since 2015. Mitchell Sinkler & Starr advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. The firm emphasizes a long-term, goal-based investment approach with a combination of macro analysis and fundamental research, serving a concentrated client base with mostly advisory, non-discretionary accounts.

Robert Shaara is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with GreenLeaf Financial Network since 2020 and also owns and operates Verona Insurance Agency, where he has been involved in insurance sales since 1985. Outside of his advisory role, he manages the sales of non-securities insurance products through his insurance business. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities by providing portfolio management, financial planning, and investment consulting. The firm utilizes a range of investment strategies and emphasizes customized client solutions through its network of independent advisors.

Jacob Riloff is a financial advisor with Victory Wealth Partners in Mullica Hill, NJ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, with prior roles at Valens Group, TFS Securities, and Victory Asset Management. Victory Wealth Partners serves individual clients, businesses, and retirement plan sponsors with financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm’s investment approach blends momentum and fundamental analysis, using math-based models and a collaborative committee to manage mutual funds and ETFs, while also offering third-party manager referrals and various investment vehicles.

Marc Labadie is a CFP® professional with 19 years of industry experience. He has been with RTD Financial Advisors Inc in Philadelphia, PA since 2006. RTD Financial Advisors serves individuals, families—including high-net-worth clients—and a variety of institutional clients such as pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, with an investment approach focused on individualized policy statements, asset allocation, and ongoing portfolio oversight.

Alexander Sobkowiak is a financial advisor at Odyssey Capital Advisors Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at PGIM, Inc. and Temple University. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm tailors investment programs to clients’ goals and risk tolerances, employing a variety of strategies including fundamental analysis, long-term holdings, trading, and options.

Gary Johnston is a financial advisor at Laurel Oak Wealth Management, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 20 years. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services for individuals, institutions, trusts, and businesses. The firm employs a mix of active and passive strategies, including tactical asset allocation and the use of independent managers, to serve a broad client base through its wrap fee program.

Daniel Berkowitz is a CFA® charterholder with seven years of industry experience. He has worked at Prudent Management Associates since 2019 and was previously employed at Vanguard from 2015 to 2019. Based in Philadelphia, PA, he is part of a five-advisor team at Prudent Management Associates. Prudent Management Associates provides discretionary portfolio management and limited consulting services to high-net-worth individuals, charitable institutions, foundations, endowments, and corporate plans. The firm manages approximately $1.23 billion for around 210 clients, employing primarily low-cost, no-load mutual funds and offering four risk-based model portfolios tailored by asset allocation and regularly rebalanced.

Arthur Troccoli Jr. is a financial advisor at PTS Brokerage, LLC with nine years of industry experience and holds a Series 66 designation. He has worked at ProCFO Partners since 2024 in a fractional CFO role and has been with PTS Brokerage since 2018. Prior to this, he was affiliated with Lehigh Valley Public Telecommunications (PBS39) and Questar Asset Management, Inc. PTS Brokerage, LLC provides investment supervisory and money management, investment advice, and financial planning to individuals, estates, trusts, and retirement plans. The firm offers tailored portfolios using fundamental and technical analysis and employs derivatives and options strategies primarily for larger accounts.

Timothy Kriegel is a financial advisor with Thayer Partners LLC, holding a Series 65 designation and six years of industry experience. He has been affiliated with SELEE Corporation since 1997. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans by providing customized wealth management, financial planning, retirement plan advisory, and business advisory services. The firm employs a long-term, fundamental analysis-based investment approach overseen by a Chief Investment Officer and offers a range of consulting and fiduciary services beyond typical investment management.

Peter Marcello is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at JCC Financial Network LP and 3 Mp Group, alongside a long tenure with the New Jersey State Police. In addition to his advisory work, he writes life insurance, long-term care, and fixed annuities and prepares tax returns seasonally through 3 Mp Group. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm uses both fundamental and technical analysis to tailor portfolios to client objectives and employs derivatives and options strategies primarily for larger accounts.

Lacy Redwine is a financial advisor at Conservest Capital Advisors Inc with one year of industry experience. She holds a Series 65 designation and has prior work experience at Tradezero America, Inc. and Artisan Smiles. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, and various institutional clients. The firm uses a customized investment strategy process focused on macroeconomic analysis and long-term, low-turnover portfolios, managing approximately $1.7 billion in discretionary assets across six advisors.

Jacob Hanzel is a financial advisor at Laurel Oak Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise for four years. Before his financial career, he was employed at Pine Valley Golf Club and Washington Township High School. Laurel Oak Wealth Management offers discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm combines active and passive investment strategies with tactical asset allocation and uses a wrap fee program alongside independent managers and sub-advisors.

Richard Lerch is a financial advisor with Prudent Management Associates in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at Prudent Management Associates since 2008 and at Prudent Brokerage Associates since 2010. Prudent Management Associates serves high-net-worth individuals and institutional clients, including corporate pension plans and charitable organizations, providing discretionary portfolio management and limited consulting services. The firm utilizes low-cost mutual funds and model risk-based portfolios, combining quantitative models with Investment Committee oversight.

Jeffrey Jones is a CFP® and Series 66 credentialed financial advisor with 17 years of experience, all at Cypress Financial Planning. He is a principal at Cypress Properties, managing commercial real estate property operations. Additionally, he volunteers as a financial mentor with 3rd Decade, providing coaching to underserved individuals. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutions with comprehensive financial planning and investment management. The firm employs a combination of modern portfolio theory, fundamental and technical analysis, and uses derivatives strategies in client accounts while operating as a fiduciary.

Waris Rahemtulla is a CFP® and ChFC® with 12 years of industry experience. He currently serves at Fruitful Inc, having joined in 2024, and previously worked at Citizens Securities, Inc. and Fidelity Investments. Fruitful Advisory, LLC delivers web-based financial planning and discretionary investment management to individual clients through a subscription membership model, focusing on low-cost, passive investment strategies and personalized planning tied to clients’ life goals.