Michelle Czarnecki is a financial advisor at Amplius Wealth Advisors with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Wells Fargo Clearing, and Purshe Kaplan Sterling Investments. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to fee-based insurance and third-party money managers. The firm utilizes model portfolios, independent managers, and sub-advisers to deliver customized discretionary advice and leverages third-party platforms and operational tools to implement and monitor client strategies.

Christopher Dougherty is a financial advisor with Muntz Financial, LLC, holding a Series 65 designation. He has a professional background that includes roles at Pride Technologies, Valuation Research Corporation, and KPMG, with a total of four years in related fields. Dougherty is based in Doylestown, PA. Muntz Financial serves individual clients, trusts, estates, retirement plans, corporations, and private funds, offering fee-based portfolio management and financial planning across a broad range of investment vehicles. The firm typically employs a core-satellite investment approach and incorporates multiple forms of analysis to tailor portfolios to client objectives, including private equity and limited partnership investments.

Matthew Rittenhouse is a CFP® with 23 years of industry experience, currently affiliated with Wellfull. He previously worked at MML Investors Services, Inc. and Whipple & Associates / MassMutual Life Insurance Company for 13 years before joining Bernardo Wealth Planning LLC. Outside of his advisory role, he provides technical and compliance support as an independent contractor. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by offering financial planning, discretionary portfolio management, retirement plan consulting, and tax and accounting services through an affiliated entity. The firm emphasizes financial planning as the basis for its investment approach and manages portfolios using model-based asset allocation informed by multiple analysis methods.

Daniel Mccusker Jr. is a CFP® with 26 years of industry experience, currently serving as an advisor at Meridian Wealth Partners, LLC since 2017. His prior roles include positions at Hj Wealth Management, Elko Financial Advisors, Commonwealth Financial Network, and Cincinnati Analysts, Inc. He also works as an insurance consultant outside of his advisory practice. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients through a ten-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Sean Gallagher is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Thrive Wealth Management since 2023 and previously held roles at Mass Mutual Greater Philadelphia and Temple University. Prior to entering the financial industry, he spent over a decade in primary and secondary education. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors by providing investment management, financial planning, and retirement consulting services. The firm employs client-specific strategies using a variety of model portfolios and investment vehicles, with an emphasis on tax-aware management and regular portfolio reviews.

Lin Fei is a financial advisor with Sun Global LLC and holds a Series 65 designation. Lin has extensive work history including 24 years at Colgate and has been involved with Stillwell Investment LLC and Fax Realty LLC for over a decade. Lin is currently retired. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individuals, using a risk questionnaire and Investment Policy Statements to guide investment decisions. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis with long-term investing, short-term trading, and options strategies.

Bret Elam is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been associated with Thrive Insurance Group, Thrive Capital Management, and Thrive Financial Services since 2011. Outside of his advisory work, Mr. Elam serves as Vice President of Colony Pools Service of PA, a swimming pool maintenance and servicing company. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations. The firm employs a fundamental-analysis approach with diversified model portfolios and offers access to third-party managers, managing approximately $398 million for nearly 600 clients.

Gary Gallagher is a financial advisor with Certior Financial Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked with Mutual Securities, Inc. and Voya Financial Advisors, Inc. before joining Certior Financial Group, where he has been since 2016. Outside of financial advising, Gallagher is involved with Trinity Christian UCC as a member of its finance, property, and community committees, and he is a partner in an organic composting business. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a broad client base, including individuals, trusts, and business entities. The firm combines hands-on financial planning with discretionary portfolio management, using both active and passive investment vehicles, third-party sub-advisers, and conducts regular client reviews to adjust strategies based on market conditions and client needs.

Donald Jones is a CFP® and CPA with 27 years of experience in the financial industry. He has worked at firms including Verus Capital Partners, LPL Financial, and Avantax Advisory Services. In addition to his advisory role, he owns a tax preparation firm serving individuals and businesses. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base including high-net-worth individuals, trusts, corporations, and retirement plans. The firm employs a long-term, low-turnover investment strategy using primarily actively managed equity mutual funds and index bond funds, integrating tax preparation and planning services alongside portfolio management.

Jacob Siani is a financial advisor at Amplius Wealth Advisors with Series 66 registration and one year of industry experience. He previously worked at Franklin Group Financial Services/Equitable Advisors and has academic experience at Johns Hopkins University. Outside of his advisory role, he acts as power of attorney for his parents. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to third-party money managers. The firm utilizes model portfolios, outside managers, and technology platforms to customize and manage client strategies.

Jeffrey Walker is a financial advisor at Thrive Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Thrive Capital Management, Thrive Insurance Group, and Thrive Financial Services since 2019. Prior to that, he was employed at Bryn Mawr Trust and Citizens Securities, Inc. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm employs diversified model portfolios and fundamental analysis, working with third-party sub-advisors and unaffiliated managers to tailor investment strategies.

Christopher Chaves is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Beacon Bridge since 2022 and previously spent six years at Ameriprise Financial Services, Inc. Beacon Bridge Wealth Partners provides personalized financial planning and investment management to individuals, families, and entities such as family offices and trusts. The firm tailors portfolios to client objectives and risk profiles, generally using an ETF-based core complemented by other asset classes, and follows a fundamental, long-term investment approach with regular portfolio reviews.

James Harrington is a CFA® charterholder with 16 years of industry experience. He has been with Bluesphere Advisors LLC since 2018 and previously worked at Stone Toro Investment Advisors and Bluestone Capital Management. Bluesphere Advisors serves individuals, trusts, pension and profit-sharing plans, and other institutions, providing discretionary and non-discretionary investment management, financial planning, and business-transition consulting. The firm emphasizes a long-term, portfolio-driven investment approach using mutual funds, ETFs, individual equities, fixed income, and derivatives for hedging and risk management.

Stephen Topley is a financial advisor at Lansing Street Advisors with a Series 65 designation and two years of industry experience. He is also the owner of ST Accounting LLC, where he provides bookkeeping and accounting services as an independent contractor. Prior to joining Lansing Street Advisors, he worked at Centri Business Consulting, AmerisourceBergen, and Ernst & Young. Lansing Street Advisors is a team of six advisors that offers discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm primarily uses exchange-traded funds in portfolio construction and employs a long-term investment approach based on fundamental analysis, integrating financial planning and occasionally recommending third-party managers and pooled investment vehicles.

Christopher Bak is a financial advisor at Thrive Capital Management, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles within the Thrive group of companies since 2020, as well as prior experience with Liberty Partners Financial Services, Efficient Advisors, and Boenning & Scattergood. Outside the financial sector, he was affiliated with Nicks Roast Beef from 2014 to 2018. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations by providing discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm utilizes diversified model portfolios, fundamental analysis, and third-party sub-advisors to tailor client strategies and conducts formal quarterly reviews and rebalancing.

Tasha Miles is a financial advisor at Sharp Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and J Alden Associates. Outside of her advisory role, she is an independent real estate agent assisting buyers and sellers in residential and commercial transactions. Sharp Financial provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that integrates proprietary strategies with third-party quantitative analysis and daily market data.

Thomas Aichele is a CFP® certified financial advisor with over three years of industry experience, currently serving at Clear Capital Management LP. His prior work includes roles at Ginkgo Bioworks Holdings, Inc, The Swarthmore Group, and PNC Bank. He is a non-paid member of the Bond Club of Philadelphia, a nonprofit organization focused on fixed income education and networking among investment professionals. Clear Capital Management LP provides discretionary portfolio management and financial planning services primarily for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, tailored to different account types and utilizing selective investment tools.

Yongsheng Xu is a financial advisor at Sun Global LLC with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Citi Bank, Globalink Securities, Inc., and Transpacific Financial, Inc. Outside of securities work, he is also involved in selling fixed insurance products as an agent. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individual clients. The firm uses a combination of fundamental, technical, cyclical, and quantitative analysis to guide investment decisions and offers both long-term and short-term strategies, along with options trading.

Sean Green is a financial advisor at Amplius Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has a background that includes roles in therapy services and higher education. Outside of his advisory work, he is a personal trainer with Main Line Boxing LLC. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to fee-based insurance and third-party money managers. The firm uses third-party platforms and maintains affiliations that support tailored investment solutions and operational resources.

Kristen Voigtsberger is a financial advisor with Certior Financial Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at MyWallSt Advisory LLC and Hoey Investments, Inc. She is based in King of Prussia, PA. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a multi-disciplined financial planning approach combined with discretionary portfolio management, utilizing both active and passive strategies and third-party sub-advisers.