Kenneth Gertie is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and over 23 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questor Capital Corporation. Outside of advising, he is the owner of an accounting and tax preparation firm and is involved in alternative energy development through Gustgertricity Inc. PTS Brokerage, LLC provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans, employing an active and tactical investment approach that incorporates both fundamental and technical analysis. The firm manages discretionary and non-discretionary portfolios and offers a range of investment strategies including option-based hedging.

Matthew Heiser is a financial advisor at Laurel Oak Wealth Management, LLC with one year of industry experience. He holds a Series 66 credential and previously worked at Ameriprise as well as in the restaurant industry. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm manages approximately $1.4 billion in assets using a combination of active and passive strategies, tactical asset allocation, and alternative investments.

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.

Paul Zablotney is a financial advisor at Liberty One Wealth Advisors in Philadelphia, PA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Fette Sav. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, retirement accounts, and select charitable and institutional clients. The firm’s investment approach is goals-driven, focusing on asset allocation with exchange-traded funds, periodic rebalancing, and customized portfolio oversight tailored to client risk tolerance and cash-flow needs.

Samuel Bridgers III is a financial advisor with Almanack Investment Partners and holds Series 63 and Series 66 licenses. He has 42 years of industry experience, including prior roles at Redwood Wealth Management Group, Bridgers Wealth Management, LLC, and Purshe Kaplan Sterling Investments. In addition to his advisory work, he is also an insurance agent placing term life policies. Almanack Investment Partners offers discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, charitable organizations, and municipal entities. The firm utilizes model asset allocation portfolios that focus on diversified, risk-conscious strategies and is notable for its adviser-managed pooled vehicles and affiliated private fund platform.

Mark Wander is a financial advisor at Cora Capital Advisors with 20 years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at American Portfolios Financial Services, Inc. He is also an officer and director of Baratz & Associates P.A. CPA Corporation, an accounting practice established in 1982. Cora Capital Advisors provides discretionary portfolio management, financial planning, and retirement advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm’s investment approach is primarily long-term and fundamentals-driven, utilizing diversified, low-cost mutual funds and ETFs alongside bonds and select positions, with ongoing monitoring and annual reviews to align portfolios with client objectives.

Maxwell Camp is a financial advisor at tru Independence Asset Management, LLC with 12 years of industry experience. He previously worked at Brinker Capital and Orion Portfolio Solutions before joining his current firm in 2023. Maxwell holds Series 63 and Series 65 licenses. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and other institutional and business clients. The firm manages approximately $336.9 million in client assets and uses both active and passive strategies across multiple asset classes, incorporating digital platforms and third-party managers to create diversified portfolios.

Allison Hershey is a CFP® professional with six years of experience in financial advising. She currently works at Fruitful and has held prior roles at Ellevest, ChroniFI, Zenith Solutions, and The Marshall Financial Group. Outside of advising, she provides financial coaching and consulting through her business, Money Conscious, focusing on the emotional aspects of financial decision making and helping companies develop service models for younger generations. Fruitful Advisory delivers financial planning and discretionary investment management to individual members through a subscription-based model. The firm emphasizes diversified, low-cost portfolios primarily using passive ETFs and index funds, with planning grounded in CFP® principles and ongoing client collaboration.

Gregory Young is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 15 years of industry experience. He has been with RTD Financial Advisors for 10 years and holds the Series 63 and Series 65 designations. RTD Financial Advisors is a SEC-registered, multi-team advisory firm serving individuals, families, and institutional clients such as pension plans, trusts, 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 a structured retirement-plan practice including fiduciary investment management and pooled employer plans.

Daniel Roccato is a financial advisor with Quaker Wealth Management LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Quaker Wealth Management since 2006 and is also involved in broadcast television news as a financial expert and analyst since 2009. Roccato serves in roles at the University of San Diego and with Fox affiliates. Quaker Wealth Management advises individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, and specialized Family CFO services for households with at least $5 million in investable assets. The firm employs a collaborative investment process focused on asset allocation and integrates tax and estate professionals to support clients’ financial needs.

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.

William Richardson is a CFA® charterholder with 20 years of industry experience. He has been with Mitchell Sinkler & Starr since 2005. The firm advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. Mitchell Sinkler & Starr manages most assets on an advisory (non-discretionary) basis, employing a long-term, goal-based investment approach that combines macro analysis with fundamental research and tailored portfolios.

Robert Andreacchio is a CFP® professional with 28 years of industry experience. He is currently with Laurel Oak Wealth Management, LLC and Purshe Kaplan Sterling Investments, having previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. He is also involved as an owner of CHBA, LLC, a business management services entity. Laurel Oak Wealth Management offers discretionary investment management, financial planning, ERISA plan advisory and consulting, and third-party manager selection for individuals, institutions, trusts, and businesses. The firm employs a combination of strategic and tactical investment approaches, including active and passive strategies, and manages approximately $1.34 billion across more than 4,500 accounts.

Evan Powers is a CFP® and Series 65-registered financial advisor with 12 years of industry experience. He has worked at Cypress Financial Planning since 2013 and was previously with Myfinancialanswers, LLC from 2015 to 2019. Powers serves as an advisory board member for the Farmington Country Club, a private social and sports club, where he provides oversight of the club’s finances. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth households, families, businesses, and charitable or institutional clients. The firm employs a range of investment strategies, including derivatives and options within separately managed accounts, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan advisory services.

Brent Zacok is a CFP® professional with four years of experience, currently serving at RTD Financial Advisors Inc in Philadelphia, PA. He has been with RTD Financial Advisors since 2015. RTD Financial Advisors serves individuals, families, and a variety of institutional clients including 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 a focus on individualized investment policy statements and an asset-allocation driven approach.

Henry Schroeder is a CFP® with 20 years of industry experience, currently serving as an advisor at Kennedy Investment Group. He previously worked at Raymond James Financial Services and TIAA-CREF Individual & Institutional Services. Schroeder is also a board member advising on customer experience for Seton Hall University’s Business School certification programs. Kennedy Investment Group provides wealth management and financial planning to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis, employing a fundamentally driven, generally long-term investment approach with diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments.

Paul Snyder is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Securities America, Inc. and Osaic Wealth, Inc., spanning over two decades in the advisory field. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $647 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multidisciplinary approach that integrates accounting, brokerage, and insurance services.

Phillip Beckner Jr. is a CFA® charterholder with seven years of industry experience. He has been with Mitchell Sinkler & Starr since 2021 and previously worked at West Financial Services, Inc. from 2016 to 2021. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals, families, estates, trusts, endowments, and foundations. The firm employs a long-term, goal-based investment approach that combines top-down macro analysis with bottom-up fundamental research to construct diversified portfolios, focusing on consultative client relationships.

Christopher Klein is a CFP® and Series 66 license holder with seven years of experience in the financial services industry. He has worked at Liberty One Wealth Advisors since 2022 and previously held roles at Merrill and JPMorgan Chase. Christopher is based in Philadelphia, PA, and is part of a five-advisor team at Liberty One Wealth Advisors. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, as well as retirement accounts and some charitable and institutional clients. The firm’s investment approach focuses on goals-driven asset allocation using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.

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.