Waris Rahemtulla is a CFP® and ChFC® with 12 years of industry experience. He currently serves at Fruitful Inc, having joined in 2024, and previously worked at Citizens Securities, Inc. and Fidelity Investments. Fruitful Advisory, LLC delivers web-based financial planning and discretionary investment management to individual clients through a subscription membership model, focusing on low-cost, passive investment strategies and personalized planning tied to clients’ life goals.

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.

Allison Kade is a CFP® and holds a Series 65 license, currently serving at WealthFD with one year of industry experience. Her background includes a year at Morgan Stanley and entrepreneurial roles, such as operating Contented Content LLC since 2018. WealthFD provides advisory services to individuals, high-net-worth clients, and retirement plans, offering portfolio management, comprehensive financial planning, and pension consulting with a focus on tax-efficient and ESG portfolios, options, and margin trading strategies. The firm integrates accounting and advisory services through formal affiliations, delivering tax preparation, bookkeeping, and tax-planning alongside investment management.

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 a financial advisor with Compass Ion Advisors, LLC in Conshohocken, PA, holding Series 63 and Series 65 designations and with 33 years of industry experience. She has worked at Compass Ion Advisors since 2008 and has prior experience with APW CAPITAL, INC. and EGE Advisors, Ltd. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, educational institutions, and charitable organizations. The firm offers integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven model focused on strategic asset allocation and long-term holding periods.

Keith Hardman III is a CFP® professional with eight 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, charitable institutions, foundations, endowments, and corporate plans. The firm manages approximately $1.23 billion through a small team of five advisors, focusing on discretionary portfolio management and limited consulting using primarily low-cost, no-load mutual funds and risk-based model portfolios.

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, currently serving as a partner and portfolio manager at Fort Point Capital Partners LLC, where he has worked since 2018. His prior experience includes roles at Gordian Investments and Cypress Point Solutions. He is also the managing member of a family and friends LLC holding a passive investment in Restore Hyper Wellness. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices through discretionary separately managed accounts and private pooled vehicles. The firm emphasizes risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles while employing derivative and leverage techniques in certain accounts.

Glenn Williams is a financial advisor at Northstar Financial Companies, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 credentials. He previously managed an investment adviser specializing in municipal bonds at A.H. Williams for 24 years. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and investment management across taxable and retirement accounts. The firm uses a goals-based, fundamental investment approach and offers specialized strategies including municipal bond advisory and equity-focused model portfolios.

Morgan Frees is a Series 66 licensed advisor at Addison Capital with five years of industry experience. Prior to joining Addison Capital in 2023, he held roles at JPMorgan Chase Bank NA and JPMorgan SECURITIES LLC. He also 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 employs a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios across a broad range of instruments, managing accounts on both discretionary and non-discretionary bases.

John Timmermans is a Series 65 registered financial advisor with LUMINIST Capital, LLC, bringing 11 years of industry experience. He has held roles at firms including Advisory Advocates LLC and RM Investment Strategies, LLC, and currently serves as a managing member at LUMINIST Capital. Outside of his advisory duties, he is involved with the Grand Rapids Yacht Club. LUMINIST Capital provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a process beginning with data gathering to determine client goals and risk tolerances, managing accounts through model portfolios and a blend of fundamental and technical analysis, typically on a discretionary basis.

Joseph Hogan is a CFP® professional with seven years of industry experience, currently serving as an advisor at WealthFD. His prior roles include positions at Mariaca Wealth Management, LLC and RTD Financial Advisors, Inc. Outside of advising, he is a partner in MortgageFD LLC, an independent mortgage brokerage, and is involved in affiliated accounting and dental consulting businesses. WealthFD provides advisory services to individuals, high-net-worth clients, and retirement plans, offering portfolio management, financial planning, and pension consulting, including ERISA 3(21) and 3(38) services. The firm’s investment approach integrates fundamental, quantitative, and technical analysis, with a distinctive blend of accounting and mortgage brokerage services that enhance its wealth management offerings.

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.

Nicholas Neilio is a financial advisor at Kitching Partners, LLC with two years of industry experience. He previously worked at Forefront Analytics, LLC for twelve years and GKFO, LLC for fifteen years. Kitching Partners advises individuals, high-net-worth families, trusts, charitable organizations, and corporations through fee-only investment management and family enterprise services, including family governance, estate planning, philanthropic advising, and strategic business consulting. The firm uses asset-allocation frameworks combining fundamental research and quantitative methods with both active and passive strategies, and offers multi-generational planning with consideration of tax, fee, and cross-border factors.

Jeffrey Hahn is a financial advisor at PTS Brokerage, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. He is also active as a life insurance agent for multiple carriers, including Penn Mutual. PTS Brokerage, LLC provides investment supervisory and money management, financial planning, and investment advice primarily to individuals, estates, trusts, and retirement plans. The firm employs a tailored approach using fundamental and technical analysis, offers derivatives and options strategies for larger accounts, and operates as both an SEC-registered investment adviser and registered broker-dealer.

Mitchell Metz is a CFP® professional at RTD Financial Advisors Inc with 24 years of industry experience. He has been with RTD Financial Advisors since 2016. RTD Financial Advisors is a SEC-registered, multi-team firm serving individuals, families, and institutional clients including pension plans, trusts, and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services with an emphasis on individualized investment programs, tax-aware management, and retirement-plan support.

Ryan Di Fabrizio is a CFP® professional with two years of industry experience, currently serving as an advisor at WealthFD since 2021. Prior to joining WealthFD, he worked at Citadel Credit Union in 2019 and was a student from 2013 to 2021. WealthFD provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plan sponsors. The firm integrates tax and accounting capabilities with its advisory services, offering portfolio management, financial planning, and pension consulting with an approach that includes fundamental, quantitative, and modern portfolio theory methods.

Alexa Comey is a financial advisor with Kennedy Investment Group holding a Series 66 designation and five years of industry experience. She has worked at several firms including Raymond James Financial Services and Ameriprise Financial Services. In addition to her advisory role, she is involved in insurance sales, dedicating approximately 10% of her monthly time to this activity. Kennedy Investment Group is an SEC-registered advisory team managing approximately $633 million for individuals, high-net-worth clients, and select corporate clients. The firm offers wealth management, financial planning, retirement advice, and discretionary portfolio management, employing a fundamental, long-term investment approach while incorporating options and derivatives as part of its risk management strategies.

John Hadley Jr. is a financial advisor at Samalin Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Samalin Investment Counsel since 2019, following 14 years at Quantum Technalysis Asset Management. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a mixed investment approach combining fundamental and cyclical analysis with various asset classes and manages approximately $490 million in client assets across eight advisors.

Brian Hoguet is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with MFG Investments, LLC since 2005 and has prior experience at Securities America, Inc. and Securities Service Network, Inc. He also holds a registered representative license with Osaic Wealth, Inc. and is an insurance agent providing coverage solutions for clients. MFG Investments serves individual clients, including both non-high-net-worth and high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm employs fundamental analysis and modern portfolio theory, providing tailored strategies with regular account reviews and educational seminars.