Kyle Pettigrove is a financial advisor at Tanager Wealth Management with 10 years of industry experience. He holds the Series 65 designation and worked at Wiley Group from 2014 to 2016 before joining Tanager Wealth Management in 2016. Outside of advising, he is a partner at Crowded Castle Brewing Company, where he assists with marketing and distribution. Tanager Wealth Management serves individual and high-net-worth clients, trusts, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to independent investment managers. The firm uses an asset-allocation framework with fundamental analysis and actively manages accounts, including relationships with independent managers, with notable accommodations for a significant non-U.S. client base.

Bradley Denn is a financial advisor with MFG Investments, LLC, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has worked at MFG Investments since 2004 and has prior experience at Securities America, Inc., Securities Service Network, Inc., and Padden & Company LLC, where he is a partner at a CPA firm. Denn serves as a board member of the Medford Memorial Community Center and the Medford Township Police Foundation, and he holds the position of treasurer for the Sheffield Court Homeowners Association. MFG Investments serves individual clients across a range of net worth levels, offering discretionary portfolio management and financial planning. The firm employs tailored investment strategies based on fundamental analysis and modern portfolio theory, providing regular account reviews and educational seminars.

Jesse Kovacs is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Ohio National Financial Services and The O.N. Equity Sales Company. Outside of his advisory work, he is involved with Hoosier Daddy LLC, a business focused on the sale of race car tires. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, employing both fundamental and technical analysis, and uses derivatives and options strategies primarily for larger accounts.

Philip Ranalli is a financial advisor with Wealth Management Associates, Inc. in Haddonfield, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Securities America Advisors and OSAIC before joining Wealth Management Associates. Ranalli operates a DBA, Pinnacle Capital Advisors, for his LLC and accounting purposes. Wealth Management Associates, Inc. provides financial planning, asset management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and institutions. The firm employs fundamental analysis and strategic asset allocation with a long-term focus and integrates accounting services through licensed CPA owners to coordinate investment and tax advice.

John Heisler III is a financial advisor at Quaker Wealth Management LLC in Moorestown, NJ, holding the CFP® and Series 66 credentials with 24 years of industry experience. He has worked at Quaker Wealth Management since 2018 and previously spent seven years at Summit Financial Group and Summit Brokerage Services, as well as two years at Ameriprise. Quaker Wealth Management serves individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and a Family CFO service for households with at least $5 million in investable assets. The firm employs a collaborative investment approach combining economic analysis with security selection and emphasizes tax and estate planning integration.

Brad Schank is a financial advisor with PTS Brokerage, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with PTS Brokerage since 2009 and is also involved with PTS Tax Advisors, where he provides tax preparation services. Additionally, he owns a business selling life and health insurance. PTS Brokerage, LLC is a team-based firm that provides investment supervisory and money management, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm uses tailored portfolios based on client objectives and risk tolerance, employing both fundamental and technical analysis, and offers derivatives and options strategies primarily for larger accounts.

Michael Corley is a financial advisor at Cora Capital Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Corley is also involved with Cora Capital Assurance, a non-investment related business. Cora Capital Advisors serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses by providing discretionary portfolio management and financial planning services. The firm emphasizes a long-term, fundamentals-driven investment approach using diversified, low-cost mutual funds and ETFs, and integrates accounting expertise through its affiliation with an accounting firm.

Kevin Kennedy is an investment advisor representative at MFG Investments, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc. and Triton Pacific Securities, LLC. In addition to his advisory role, he hosts a podcast called Money Moves under MFG Investments. MFG Investments serves individual clients across a range of wealth levels, providing discretionary portfolio management and financial planning. The firm employs strategies such as fundamental analysis and modern portfolio theory, offering tailored investment solutions and educational seminars.

William Wylie Jr. is a financial advisor at Mitchell Sinkler & Starr with 35 years of industry experience. He has been with the firm since 1980. Mitchell Sinkler & Starr serves high-net-worth individuals and families, as well as estates, trusts, endowments, and foundations, providing separately managed portfolio services and financial advice. The firm emphasizes long-term, goal-based investing with a combination of top-down macro analysis and bottom-up fundamental research.

Christopher Greer is a financial advisor with GSG Advisors, LLC in Mt. Laurel, NJ, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with GSG Advisors since 2002. Outside of his advisory role, the firm owns an independent insurance agency. GSG Advisors provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, using a range of investment vehicles and conducting regular portfolio reviews tailored to clients’ time horizons, tax considerations, and risk tolerance.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Steven Durdin is a financial advisor at Encompass More Asset Management LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lincoln Investment and Global View Capital Management. Outside of his advisory role, he is a managing member of Wesley Jordan Planning Partners, LLC, and provides limited consulting and financial assistance to a mobile detailing business owned by his son. Encompass More Asset Management LLC serves primarily individual and high-net-worth clients, offering discretionary portfolio management and financial planning through model-based strategies that incorporate proprietary and third-party sub-advisers. The firm manages approximately $985 million across 85 advisors and provides access to a variety of investment options, including traditional assets and digital-asset-related exposures.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.

Grant Rawdin is a CFP® professional with 34 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 1987. He holds a Series 63 license and is based in Philadelphia, PA. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process supported by individualized Investment Policy Statements.

John Reilly is a CFA® charterholder with 14 years of industry experience. He has been with 1919 Investment Counsel, LLC since 2005. The firm provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. 1919 Investment Counsel constructs customized portfolios focused on mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, and operates as a subsidiary of Stifel Financial Corp.

Joseph Johnston is a financial advisor with Capital Analysts, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley before joining Lincoln Investment Planning, where he has spent 12 years. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Timothy Ferko is a CFP® and ChFC® with 27 years of experience in the financial industry. He has worked at Wescott Financial Advisory Group LLC since 2021 and previously spent 16 years at Allstate Insurance Company. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, and corporations. The firm employs an open-architecture, multi-manager investment approach blending passive and active strategies, and offers services such as portfolio management, pension consulting, family office solutions, and trustee services.

Vincent Tassone is a financial advisor with Realta Investment Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Causeway Securities LLC, Raymond James & Associates, INC, and First Trust Portfolios L.P. He was also involved with Vinni's Pizza West Deptford, LLC, indicating experience outside the financial sector. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services through a network of advisors, serving individuals, pension plans, and institutional clients. The firm employs individualized strategies that utilize diverse asset allocations and offers multiple portfolio management and consulting options, including third-party manager programs and held-away account management.

Reiner Westby is a CFA® charterholder with Dakota Wealth, LLC in Philadelphia, where he has worked since 2020. Prior to joining Dakota Wealth, he spent four years at Drexel University. He has six years of industry experience. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to individuals, trusts, foundations, and other entities. The firm employs a long-term, customized investment approach utilizing diversified portfolios across various asset classes and maintains active roles in managing pooled and private fund structures.

Robert Riegen is a CFP® with seven years of industry experience, currently serving as an advisor at Roffman Miller Associates Inc. He previously worked at Fidelity Brokerage Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of financial services, he has a long history with Unos Chicago Grill. Roffman Miller Associates provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, employing a committee-based investment process focused on long-term objectives, diversification, and fundamental research.