Caitlin Escoffery is a financial advisor at Beacon Bridge Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation. Prior to joining Beacon Bridge Wealth Partners, she worked at Kaplan International from 2012 to 2020. Beacon Bridge Wealth Partners provides personalized financial planning and investment management services to individuals, families, and entities such as family offices and qualified retirement plans. The firm employs a primarily long-term, ETF-based investment approach tailored to client objectives and risk profiles, managing approximately $426.6 million in assets across six advisors.

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.

David Ritrovato is a CFP® professional with 35 years of industry experience. He has been with Bluesphere Advisors LLC since 2016 and previously worked at Ameriprise from 2003 to 2016. Bluesphere Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions. The firm provides discretionary and non-discretionary investment management, financial planning, and business-transition consulting, using a primarily long-term, portfolio-driven approach that incorporates institutional mutual funds, ETFs, individual equities, fixed income, and derivatives for portfolio construction and risk management.

Richard Capasso is a CFP® professional with 33 years of experience in financial advisory services. He has been associated with CPC Financial Planning, Inc. since 1988 and previously worked at Royal Alliance Associates and LPL Financial. In addition to his advisory role, he is involved with Clairmont, Paciello & Co., a tax preparation and accounting firm where he has worked since 1984. CPC Financial Planning, Inc. offers written financial planning, annual plan monitoring, and hourly advice to individuals and business clients, focusing on coordinated recommendations across investments, tax, retirement, insurance, and estate matters. The firm emphasizes a non-discretionary, fee-for-service approach integrated with a certified public accounting practice and affiliated brokerage and insurance channels.

Peter Derby is a financial advisor at Meridian Wealth Partners, LLC, holding a Series 65 designation with six years of industry experience. He has been with Meridian Wealth Partners since 2018 and previously worked at Drucker & Scaccetti, PC from 2015 to 2018. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients through a team of ten advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and corporations, using a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Andrew Randisi is a CFP® professional at Pennsylvania Capital Management Inc. with 7 years of industry experience. He has worked at Pennsylvania Capital Management since 2016 and previously spent five years at Drexel University. Pennsylvania Capital Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $848.6 million in assets and offers customized investment management, financial planning, and private fund advice using a blend of mutual funds, ETFs, individual equities, fixed income, third-party managers, and tactical asset strategies.

Brian Henrysen Jr. is a CFP® professional with seven years of industry experience currently serving at PW Nova Financial Services LLC. His prior roles include positions at Presilium Private Wealth LLC, Raymond James Financial Services, and Merrill Lynch. Outside of financial advising, he is a managing member of 215 Rehab Enterprises, a real estate rehabilitation business. PW Nova Financial Services LLC provides comprehensive wealth management, pension consulting, and financial planning services to individuals, high-net-worth clients, and institutional pension and municipal entities. The firm employs a variety of analytical methods to construct diversified portfolios and operates a wrap fee program that integrates management and transaction services.

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.

Anthony Perhacs is a financial advisor with Meridian Wealth Partners, LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Altice USA, Hardy Construction, and Private Advisor Group. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Randall Schaible is a CFP®, CFA®, and Series 65-licensed financial advisor with nine years of industry experience. He has been with Montis Financial, LLC since 2016. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary portfolio management and the use of unaffiliated managers, with a focus on a broad range of strategies such as mutual funds, private funds, options, and selective use of alternative ETFs.

Richard Parrett is a CFP® with 35 years of industry experience, currently serving at Thrive Capital Management, LLC. His career 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 with discretionary portfolio management, financial planning, and access to private placement opportunities. The firm employs diversified model portfolios and fundamental analysis, supplementing its strategies with third-party sub-advisors to tailor investment solutions.

Michelle Giegerich is a financial advisor with Paradigm Wealth Advisory LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Paradigm Wealth Advisory since 2020 and previously at S2K Financial LLC. Paradigm Wealth Advisory LLC provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm focuses on a long-term, fundamental investment approach using institutional mutual funds, ETFs, and, when appropriate, individual equities, bonds, and options.

Timothy Vickrey III is a financial advisor at Bucks Capital Advisers with Series 65 credentials and one year of industry experience. His prior work includes roles at Andersen Tax, LLC and Michigan State University. Bucks Capital Advisers provides asset management, comprehensive portfolio management, and retirement plan consulting for individuals, trusts, non-profits, pension and profit-sharing plans, private funds, and businesses. The firm manages approximately $670.7 million in client assets and employs a diversified investment approach combining fundamental, quantitative, technical, sector, and cyclical analysis.

Sean Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked multiple terms at Aberdeen Asset Management Inc. Blue Bell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach emphasizes allocations to exchange-traded funds, closed-end funds, and structured investments, with notable use of structured notes and documented options-trading practices.

Daniel Smyth is a Managing Director at HCR Wealth Advisors in Philadelphia, holding Series 65 and Series 63 licenses with five years of industry experience. He has worked at several firms including UBS Financial Services, Lincoln Financial Group, and American Brokerage Services. Smyth also serves as Director of the Life, Long Term Care, and Disability Insurance Division at Relation Insurance Services. HCR Wealth Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis in its investment approach and manages nearly $2 billion in client assets across a team of advisors.

Christian Bockrath IV is a financial advisor at Integrity Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation. His work history includes roles at Advanced Financial Partners, Eagle Fence Company, Prudential, Ithica College, and Malvern Preparatory. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations by providing financial planning and risk-protection advice. The firm’s investment approach incorporates ETF-based, model-driven asset allocation strategies managed through its affiliated investment manager, Auour Investments, to align client risk tolerance and planning goals.

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.

Mary Beth Fanelli is a financial advisor at Faithward Advisors, LLC with 19 years of industry experience and holds the Series 66 designation. She has worked at several firms, including Wells Fargo Advisors LLC and American Portfolios Financial Service. Outside of her advisory role, she is an author of devotionals and a book titled *Leaving a Legacy of Love*, and she is involved in educating future clients on financial mindset and investing. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, providing portfolio management, financial planning, estate management, and pension consulting. The firm uses a combination of Modern Portfolio Theory, long- and short-term strategies, and quantitative and fundamental analysis, offering Biblically Responsible Investing options to clients.

Rose Bernardo is a financial advisor with Wellfull who holds a Series 66 credential and has 21 years of industry experience. She has worked at Bernardo Wealth Planning LLC since 2017 and Purshe Kaplan Sterling Investments since 2016. In addition to her advisory role, Bernardo serves as COO for a startup technology company, OnBord, Inc., where she manages sales and marketing operations. 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 roughly $866 million in discretionary assets and emphasizes financial planning as the foundation for its investment approach, utilizing model-based asset allocation and multiple analysis methods.

Matthew Haraburda is a CFA® charterholder with seven years of industry experience. He is currently with Wellfull and has previously worked at Bernardo Wealth Planning, Fortress Investment Group, Radcliffe Group, and Morgan Stanley. 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 roughly $866 million in discretionary assets and employs a model-based asset allocation approach combined with multiple analysis methods to guide client portfolios.