Lisa Leatherman is a financial advisor at Wellfull with 25 years of industry experience and holds a Series 66 designation. She has worked at Bernardo Wealth Planning since 2021, and previously spent 16 years at Cetera Financial Specialists LLC and 21 years at Seitz & Leatherman LLC. In addition to her advisory role, Leatherman serves as president of DUNLAPSLK, an accounting practice. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages approximately $866 million in discretionary assets and emphasizes financial planning as the basis for its model-based asset allocation approach.

Kenneth Ambrogi is a financial advisor with Meridian Wealth Partners, LLC, holding a Series 65 designation and eight years of industry experience. He has been with Meridian Wealth Partners since 2017 and previously worked at Meridian Bank for one year. Meridian Wealth Partners is a registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $1.26 billion for about 697 clients through a team of nine advisors, using a long-term, diversified investment approach based on modern portfolio theory and efficient-market hypothesis.

Michael Ptaszenski is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Thrive Wealth Management, LLC since 2013. He holds Series 63 and Series 65 licenses. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting services. The firm employs client-specific strategies using a mix of model portfolios, mutual funds, ETFs, individual securities, and, in select cases, private and interval funds, emphasizing tax-aware management and regular portfolio review.

Frank Imperial Jr. is a CFP® with eight years of industry experience and holds the Series 66 designation. He is affiliated with CPC Financial Planning, Inc. and has worked at LPL Financial and Royal Alliance. In addition to his financial advisory role, he is involved with Clairmont Paciello & Co., P.C., a CPA firm. CPC Financial Planning, Inc. provides written financial planning, annual plan monitoring, and hourly advice to individuals and businesses with an emphasis on non-discretionary, fee-for-service engagements. The firm integrates tax and accounting services through a team of CPAs and credentialed advisors, offering coordinated recommendations across investments, tax, retirement, insurance, and estate planning.

Avi Kantor is a financial advisor at Certior Financial Group, LLC with 29 years of industry experience. He has held roles at Certior Financial Group (formerly Kantor Financial Group) since 2009 and previously worked at VOYA Financial Advisors from 2004 to 2016. Outside of his advisory work, Kantor serves as a board member and treasurer of the National Museum of Wildlife Art in Jackson, WY, and is also a board member of Mental Health and Recovery Services of Jackson Hole. Since 2022, he has worked as a part-time adaptive ski instructor at Jackson Hole Mountain Resort. Certior Financial Group provides personalized financial planning and asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a multi-disciplined, client-tailored investment process that incorporates both active and passive vehicles, emphasizes downside risk mitigation, and manages held-away assets and third-party sub-adviser relationships.

Joseph Fitzpatrick IV is a financial advisor at Thrive Capital Management, LLC with a Series 65 designation. He has worked in the financial services industry since 2018, previously with JFS Wealth Advisors and Thrive Financial Services. Prior to his advisory career, he was involved in the restaurant and wine bar business. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations by providing discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm employs a mix of exchange-traded funds, individual securities, and third-party money managers, and constructs diversified model portfolios with regular reviews and rebalancing.

William Tatlonghari is a financial advisor with Meridian Wealth Partners, LLC and holds a Series 65 credential. He has one year of industry experience, including prior roles at SEI Investments Company and Meridian Bank. Meridian Wealth Partners, LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, managing approximately $1.26 billion for nearly 700 clients through a team of nine advisors. The firm uses modern portfolio theory and the efficient-market hypothesis to build diversified, long-term portfolios tailored to client goals and risk tolerances.

Jonathan Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Blue Bell Private Wealth Management since 2005. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for 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, employing fundamental and cyclical analysis along with options strategies and structured notes.

Calvin Rose is a Series 65-licensed advisor with Clear Capital Management LP, where he has worked since 2020. He has five years of industry experience and previously spent ten years at Dechert LLP. Rose is a non-paid member of the Philadelphia Bond Club. Clear Capital Management LP provides discretionary portfolio management and financial planning primarily for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, supported by geographically diverse operations and ongoing process improvements.

John Gambone is a CFP® and ChFC® with 11 years of experience in the financial services industry. He is currently with EntreWealth, where he has worked since 2023, following prior roles at Vital Capital LLC, The Ascent Group, and Ameritas Investment Company. Gambone is also licensed as an insurance agent. EntreWealth is a nine-advisor firm managing approximately $222 million in assets, serving individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm employs a long-term investment approach combining multiple analytical methods and offers both discretionary and non-discretionary portfolio management tailored to each client’s investment policy statement.

Michael Horwath Jr. is a CFA® charterholder with 14 years of experience in financial advisory roles. He has worked at Lansing Street Advisors since 2026 and previously held positions at Diversified Enterprises, LLC and Securities Service Network, LLC. He is based in Ambler, PA and holds Series 63 and Series 65 licenses. Lansing Street Advisors is a team-based firm that provides discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis and constructs portfolios primarily using exchange-traded funds, with additional allocations to mutual funds, equities, fixed income, and independent managers as appropriate.

Allyson Mangine is a CFP® and holds a Series 66 license, currently serving with Amplius Wealth Advisors. She has five years of industry experience, including prior roles at Fidelity Investments and RBC Capital Markets. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and access to third-party managers. The firm combines customized advice with model portfolios and leverages platform relationships to implement and monitor client strategies.

Lance Rosina is a financial advisor at Wellfull with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bernardo Wealth Planning LLC and Stifel Financial Corp. Rosina serves as a board member for the Fellowship of Christian Athletes, providing oversight for Bucks County FCA groups. Wellfull serves individuals, families, trusts, retirement plans, and other organizations with financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes financial planning as the foundation for its investment approach and manages portfolios using model-based asset allocation alongside multiple analysis methods.

John Hickey III is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Integrity Investment Advisors, LLC and has worked at Comprehensive Advisors LLC since 2006. Outside of his advisory role, he serves as a constable for the state of Pennsylvania and is treasurer of the Pennsylvania Fraternal Order of Constables. He also leads a tax preparation and bookkeeping firm and provides employee assistance program training on financial topics. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers financial planning and portfolio management with an investment approach that emphasizes diversification, cost control, tax efficiency, and a combination of fundamental and technical analysis.

James Mcgowan is a CFP® with 11 years of industry experience and is currently with Apollon Financial, LLC. He previously spent ten years at The Marshall Financial Group, Inc. Outside of his advisory role, Mcgowan serves as chapter president for Business Networking International, leading weekly meetings for a professional referral group. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team-based model offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments.

Melissa Devlin is a CFP® professional at Thrive Wealth Management, LLC with seven years of industry experience. She has worked at Thrive Wealth Management since 2018 and previously spent six years at Sei. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies including model portfolios, tax-aware management, and the use of independent managers, and it manages approximately $1.28 billion in discretionary assets.

Samuel Liebman is a financial advisor at Amplius Wealth Advisors with 56 years of industry experience. He holds a Series 63 designation and has previously worked at Merrill Lynch, Bank of America, and Amplius Asset Management. Liebman is also a licensed insurance agent. 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 managers. The firm offers customized advice, incorporating model portfolios and independent sub-advisers, and utilizes third-party platforms to implement and monitor client strategies.

Nicholas Bernardo is a CFP® with 19 years of industry experience, currently serving at Wellfull. He has worked with Bernardo Wealth Planning LLC since 2017 and Purshe Kaplan Sterling Investments since 2016. Outside of advisory roles, he is involved in real estate development and technology product development. Wellfull serves individuals, families, trusts, retirement plans, and other organizations, providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages roughly $866 million in discretionary assets and employs a model-based asset allocation approach combined with multiple analysis methods, also offering private investment vehicles through its affiliated B Capital funds.

John Carson is a financial advisor with Northstar Asset Management Company, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. His prior roles include five years at Glenmede Trust Company and six years at Northstar Asset Management, LLC. Since 2024, he has served as an Independent Director for the Federated Hermes Premier Municipal Income Board, a diversified closed-end management investment company. NorthStar Asset Management Company provides investment management services to individuals, high-net-worth clients, businesses, charitable organizations, and retirement plans. The firm employs a growth-biased investment approach based on fundamental analysis and asset allocation, managing approximately $660 million with a compact advisory team.

Michael Sharp is a financial advisor with Sharp Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ba Securities, Purshe Kaplan Sterling Investments, and H.D. Vest Investment Services. Outside of advisory work, he is involved as an officer in a local AAU basketball team. Sharp Financial provides investment advisory and financial planning services to a diverse clientele, including individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that combines proprietary strategies with third-party quantitative analysis and daily market data, offering discretionary management, comprehensive wealth planning, and retirement plan advisory services.