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 the New Jersey State Police. Outside of advisory work, he is involved in life insurance, long-term care, and fixed annuity sales, and he also provides seasonal tax preparation services through The 3MP Group. PTS Brokerage, LLC offers investment supervisory and financial planning services to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach using both fundamental and technical analysis, managing discretionary and non-discretionary portfolios with a focus on regular account reviews.

Matthew Kane is a financial advisor with Compass Ion Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Compass Ion Advisors since 2008 and currently also serves at Keel Point Capital LLC. Outside of his advisory work, Kane serves as a trustee and chaplain for Eastern University and is a board member of the Timothy Foundation. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations with integrated financial planning, investment advisory, and retirement plan consulting. The firm manages about $1.59 billion using a team-driven approach that emphasizes strategic asset allocation and long-term holding periods.

Nuhnebi Karatas is a financial advisor at Laurel Oak Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Raymond James & Associates, JPMorgan Securities LLC, JPMorgan Chase Bank, and TD Bank. 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 employs a predominantly discretionary investment approach that combines active and passive strategies, tactical asset allocation, and alternative investments.

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.

Ryan Donovan is a financial advisor at Compass Ion Advisors, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Vanguard, Philadelphia Union, and KPMG. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities. The firm provides integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven advisory model.

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 has worked previously at Ameriprise Financial Services, LLC and Pine Valley Golf Club. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection for individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and selective use of alternatives, and manages approximately $1.34 billion across more than 4,500 accounts.

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 holds a Series 66 license, with 16 years of industry experience. He has been with Cypress Financial Planning since 2009. Outside of his advisory role, he volunteers as a financial coach for underserved individuals through the nonprofit 3rd Decade. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, families, businesses, and institutional clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, employing modern portfolio theory alongside fundamental and technical analysis, and utilizes a range of trading strategies including options and derivatives within separately managed accounts.

Waris Rahemtulla is a CFP® and ChFC® with 11 years of industry experience. He is currently an advisor at Fruitful, having joined in 2024. His prior roles include positions at Citizens Securities, Inc. and Fidelity Investments. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm employs a subscription-based model and focuses on diversified, low-cost portfolios primarily using passive ETFs and index funds, with an emphasis on client-tailored allocation and dynamic financial planning.

Donna Mcgill is a financial advisor with AtCap Partners, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at AtCap Partners since 2017 and has additional experience with Ceros Financial Services, Forker and Associates Tax Solvers, and Jackson Hewitt Tax Service. Outside of advisory work, she is involved in life insurance sales and seasonal tax preparation. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental analysis and technical tools, including market cycle timing, and offers access to third-party asset managers as part of its tailored portfolio solutions.

Crescenzo Galli is a financial advisor at Wealth Management Associates, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Osaic Wealth, Inc. and Securities America, Inc. In addition to his advisory role, he owns and manages a real estate business. Wealth Management Associates, Inc. serves individuals, pension plans, charities, and small businesses, managing over $646 million in assets. The firm offers portfolio management, financial planning, and pension consulting, combining investment management with accounting and insurance services.

Carol Gangewer is an advisor at Compass Ion Advisors, LLC with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Keel Point and APW Capital, Inc. prior to her current role. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities by providing integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven model managing approximately $1.59 billion in assets. The firm emphasizes strategic asset allocation, long-term holding periods, and employs a variety of investment vehicles including ETFs, mutual funds, and separately managed accounts.

Keith Hardman is a CFP® professional with seven years of industry experience. He has worked at Prudent Management Associates since 2018 and previously spent four years at Bryn Mawr Trust. He is based in Philadelphia, PA. Prudent Management Associates serves high-net-worth individuals and institutional clients, including corporate pension plans and charitable organizations, offering discretionary portfolio management and limited consulting services. The firm uses low-cost, low-turnover mutual funds structured through proprietary quantitative models and discretionary oversight, managing approximately $1.14 billion across about 216 client relationships.

James Tatlow is a financial advisor with Barton Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Stifel Nicolaus for 12 years before joining Barton in 2020. Barton Investment Management offers discretionary portfolio management and retirement-plan advisory services to individuals, high net worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a concentrated, fundamentals-driven equity approach with a long-term orientation and reports approximately $1.0 billion in discretionary assets across about 96 client relationships managed by a four-advisor team.

Gabriel Toribio is a financial advisor with Odyssey Capital Advisors Inc. He holds a Series 65 designation and has been with Odyssey since 2026. Prior to joining the firm, he worked at PepsiCo from 2022 to 2026 and has experience at several other employers including Penn State University and Ollies Bargain Outlet. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm uses fundamental analysis and a variety of investment strategies tailored to client goals and risk tolerances, and also offers educational seminars and fixed insurance products.

Frederick Bruenner is a CFA® charterholder with 14 years of industry experience. He is a partner and portfolio manager at Fort Point Capital Partners LLC, where he has worked since 2018. His prior roles include positions at Gordian Investments, LLC and Cypress Point Solutions. Outside of his advisory work, he manages a family and friends LLC holding a passive investment in Restore Hyper Wellness. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and systematic tax-loss harvesting, and it operates a pooled-vehicle platform with segregated side-pockets and performance-based fee structures.

Morgan Frees is a Series 66-licensed advisor at Addison Capital with five years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Ernst & Young. Frees serves as Director and Wealth Advisor at Addison Capital. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm combines fundamental, technical, and cyclical analysis to build tailored portfolios and manages a diverse range of instruments across discretionary and non-discretionary accounts.

John Timmermans is a financial advisor at LUMINIST Capital, LLC in Grand Rapids, MI, holding a Series 65 license with 11 years of industry experience. His previous roles include positions at Advisory Advocates LLC and RM Investment Strategies, LLC. He is also involved with the Grand Rapids Yacht Club in a non-investment capacity. LUMINIST Capital provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a mix of fundamental and technical analysis to manage client portfolios, typically on a discretionary basis, and offers tailored financial planning, portfolio management, and consulting.

Jessica Han is a financial advisor at Nest Egg with eight years of industry experience and holds a Series 66 designation. She previously worked at Cetera and Flushing Bank. Outside of her advisory role, she serves as First Vice President of the Flushing Central Lions Club International, contributing to community service. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet- and kiosk-based advisory program. The firm employs proprietary quantitative and qualitative models to manage diversified portfolios on a discretionary basis, serving a large client base primarily via intermediated distribution.

Jeffrey Hahn is a financial advisor with PTS Brokerage, LLC, holding the ChFC® and Series 63 credentials and bringing 39 years of industry experience. He has worked at PTS Brokerage since 2017 and has also been associated with Penn Mutual Life Insurance Company since 2014. Hahn is actively engaged in life insurance sales for multiple carriers, including Penn Mutual Life. PTS Brokerage, LLC provides investment supervisory services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach utilizing fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.