David Lorine is a financial advisor at Conservest Capital Advisors Inc with 26 years of industry experience. He has been with Conservest Capital Advisors since 1999. He holds a Series 65 designation. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies based on in-depth client interviews and manages nearly $1.925 billion in discretionary assets across a compact team.

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. His career includes roles at M Holdings Securities, SDM, Inc. DBA JKJ Financial Services, Bank of America, Merrill, and Principal Life Insurance Company. He is involved in retirement benefit consulting through SDM, Inc. DBA JKJ Financial Services. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers tailored investment management, financial planning, and retirement plan consulting, emphasizing ongoing supervision and portfolio adjustments aligned to client objectives.

Mogammad Petersen is a financial advisor with LRI Investments holding Series 63 and Series 65 credentials and has seven years of industry experience. He has worked at JKJ Financial Services and M Holdings Securities since 2017 and joined LRI Investments in 2024. Prior to his financial career, he held roles at Urban Outfitters and International Trimmings and Label Solutions. LRI Investments provides financial planning and fee-based investment advisory services to individuals, high-net-worth clients, businesses, financial institutions, retirement plans, and government entities. The firm offers customized investment management and retirement plan consulting with a focus on ongoing supervision, tailored portfolios, and specialized services for state and municipal government clients.

Morgan Downs is a financial advisor at Ventura Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory role, he serves as Co-Chair of the Young Professional Committee for the Lower Bucks Chamber of Commerce. 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 model portfolios and an asset-allocation framework that integrates fundamental, quantitative, and technical analysis with risk control and macroeconomic assessment.

Irvin Schorsch is a CFP® with 29 years of industry experience and has been with Pennsylvania Capital Management Inc. since 1995. He holds Series 63 and Series 65 licenses and is based in Huntingdon Valley, PA. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering tailored asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

James Meyer is a CFA® charterholder with 24 years of industry experience. He has been with Tower Bridge Advisors since 2001. The firm provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Tower Bridge Advisors employs a fundamental research-driven, strategic asset allocation approach across equities and fixed income, and actively manages private investment funds with sector-focused strategies.

Matthew Liebman is a CFA® charterholder with 21 years of industry experience. He is currently with Amplius Wealth Advisors and Amplius Asset Management, having previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. In addition to his advisory role, Liebman is an independent insurance agent focusing on fixed and traditional insurance products. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by offering discretionary portfolio management, financial planning, and access to fee-based insurance and third-party money managers. The firm customizes its advice to client objectives and leverages platform relationships and external managers to implement model portfolios and tailored solutions.

David Campbell is a financial advisor at Meridian Wealth Partners, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fulton Financial Corporation for ten years. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for around 707 clients through a team of ten advisors. The firm uses a long-term, evidence-based investment approach rooted in Modern Portfolio Theory and the Efficient Market Hypothesis, offering customized portfolio management and comprehensive financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and corporations.

David Gotwals is a financial advisor at IVC Wealth Advisors LLC with 25 years of industry experience. He holds the ChFC® designation and has worked at Kestra Advisory Services LLC and Kestra Investment Services LLC before joining IVC Wealth Advisors in 2014. Outside of advising, he is involved with Clear Employer Services, a professional employer organization providing HR services to small businesses. 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 using a tailored investment approach that incorporates fundamental, quantitative, and modern portfolio theory analyses alongside automated asset allocation and tax management strategies.

Carla Simon is a financial advisor at Insight Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Insight Advisors since 2013. Prior to her current role, she worked at Purshe Kaplan Sterling Investments, Inc for six years. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting through a multi-advisor team, employing a range of investment strategies including stocks, bonds, mutual funds, ETFs, options, and cryptocurrency.

Christopher Mcnesby is a CFP® with 24 years of experience in financial advisory roles. He is currently with PW Nova Financial Services LLC and has previously worked at CMC Wealth Partners, Private Client Services, and Valley Financial Group among others. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm uses a combination of analytical methods to construct portfolios and offers both discretionary and non-discretionary management, including a sponsored wrap fee program.

Jerome Graham is a financial advisor at Syndicated Capital, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Syndicated Capital since 2003. Outside of his advisory role, he serves as president of Graham Financial Services. Syndicated Capital, Inc. provides portfolio, wealth, and money management services to individuals, high-net-worth clients, trusts, corporations, and 401(k) plans. The firm offers customized advisory solutions using publicly traded equities, ETFs, fixed income, and mutual funds, managing approximately $123 million in client assets.

Rose De Frank is a CFP® professional with six years at WealthFD and two years of industry experience. Prior to joining WealthFD, she held roles at Target and Saint Joseph’s University. WealthFD provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plan sponsors, using a combination of fundamental, quantitative, and modern portfolio theory approaches. The firm integrates tax and accounting capabilities alongside portfolio management, offering a coordinated service model that includes personal and business tax planning.

James Bickley is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with the State of Pennsylvania since 2013 and has been involved with Cresap, Inc., NASD, and his own firm, Bickley & Associates, Inc., for over two decades. In addition to his advisory role, he serves as an auctioneer for the State of Pennsylvania. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm utilizes a blend of proprietary and model-driven approaches, manages a substantial portion of assets non-discretionarily, and provides specialized programs including Relative Strength advisory and sub-advisory services to a private fund.

Kenneth Dysart is a financial advisor at Cordatus Wealth Management LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cordatus since its founding in 2016. Dysart also serves as a trustee for a friend and business partner. Cordatus Wealth Management LLC advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm offers financial planning and portfolio management services using discretionary account management and proprietary investment strategies.

David Lorditch is a CFP® professional with one year of experience, currently serving at Blue Bell Private Wealth Management, LLC. Prior to joining Blue Bell, he worked for nine years at Bryn Mawr Trust. Blue Bell Private Wealth Management offers discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, and estates. The firm’s investment approach includes exchange-traded funds, closed-end funds, structured investments, and options strategies, with ongoing portfolio management tailored to client objectives.

William Miller is a financial advisor at Gibraltar Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at KRPG Advisors, LLC and H. Beck, Inc. He has provided ERISA 3(21) and 3(38) investment advisory services through KRPG Advisors. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private investment funds. The firm offers tailored financial counseling, investment management, and a retirement-plan Relative Strength advisory service, employing a multi-asset class framework and both discretionary and non-discretionary portfolio options.

David Peppard is a financial advisor at Baldwin Investment Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Baldwin Investment Management in 2026, he worked at Haverford Financial Services, Inc., Haverford Trust Securities, Inc., and The Haverford Trust Company from 2013 to 2026. Baldwin Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and access to private funds for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary quantitative stock-selection model to manage client portfolios and offers specialized strategies including separately managed accounts with features less common among peer teams.

James Dodderidge is a financial advisor at Gibraltar Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gibraltar since 2021. His prior experience includes roles at L.L. Bean and Cresap Inc. outside the financial sector. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm combines proprietary and model-driven approaches with independent manager allocations, managing a substantial portion of assets non-discretionarily and offering specialized advisory programs.