Ian Foster is a financial advisor at Innova Wealth Partners, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Innova Wealth Partners since 2013. In addition to his advisory role, Foster is a licensed insurance agent with Innova Settlement Services, LLC and occasionally offers related products to clients. Innova Wealth Partners provides discretionary portfolio management and pension consulting to individuals, trusts, pension plan participants, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and incorporates third-party sub-advisory and held-away account services as part of its investment approach.

Glen Coral is a ChFC® with 43 years of industry experience, currently serving as an investment advisory representative at LRI Investments since 2024. He has held roles at JKJ Financial Services, M Holdings Securities, and Turning Point Wealth Strategies, where he is president and sole managing member. LRI Investments is a multi-advisor firm managing over $1 billion in discretionary assets and serving approximately 377 clients. The firm offers financial planning, portfolio management, and retirement plan consulting, with a focus on diversified, goal-based portfolios and a notable practice serving institutional clients including government entities.

Joshua Pearson is a CFP® and Series 66-licensed advisor with nine years of industry experience. He currently serves at Blue Bell Private Wealth Management, LLC and has prior experience at Vanguard, WSFS Investments, and Merrill Lynch. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach emphasizes exchange-traded funds, closed-end funds, and structured investments, incorporating fundamental and cyclical analysis along with options strategies and structured notes.

Keith Becker is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and previously held positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team across four offices. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies that include stocks, bonds, mutual funds, ETFs, options, and cryptocurrency products.

Eric Cassel is a financial advisor at Thrive Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Exos, Vanguard, Wells Fargo Clearing Services, West Chester University, and Citizens Bank. Outside of financial advising, he is the owner of Lifted Brands, LLC, an e-commerce business. 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 applies fundamental analysis, manages diversified model portfolios, and engages third-party sub-advisors to tailor investment strategies.

Gerard O'Neill is a financial advisor at Elevated Capital Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Elevated Capital Advisors since 2023, alongside roles at Capital Asset Advisory Service and ownership of GJO Financial, LLC, an insurance business specializing in life insurance and annuities. O'Neill also teaches accounting and finance to MBA students at LaSalle University and volunteers in his local community. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by providing investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, offering discretionary and non-discretionary portfolio management through a network of independent advisors.

Anna Stratton is a Certified Financial Planner® (CFP®) with nine years of industry experience. She is currently with Three Sixty Wealth Management, LLC, where she has worked since 2026. Prior to that, she was with Empower Financial Services, Inc. and has been involved with Cultural Care Au Pair since 2013. Three Sixty Wealth Management is a small team RIA managing approximately $190 million for individuals, trusts, estates, businesses, and retirement plans. The firm offers comprehensive wealth management services with a client-customized, long-term investment approach that includes discretionary management and periodic reviews.

William Kaeli Jr. is a financial advisor at Northstar Asset Management Company, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at PNC Bank and PNC Investments. Kaeli has been with the Northstar team since 2021. NorthStar Asset Management Company provides investment management and ERISA fiduciary services to individuals, high-net-worth clients, businesses, charitable organizations, and retirement plans. The firm employs a growth-biased investment strategy based on fundamental analysis and asset allocation, managing approximately $660 million with a compact advisory team.

Steven Krzywicki Jr. is a CFP® professional with 26 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC, where he has worked since 2022, following a 17-year tenure at Ameriprise Financial Services, Inc. He is an investor in a private invitation-only golf access platform and assists with related marketing initiatives. 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 emphasizes a fundamental, long-term investment approach with tailored portfolios that include ETFs, mutual funds, equities, and alternative investments.

Sean De Barberie is a CFP® and ChFC® with six years of industry experience, currently serving at Thrive Capital Management, LLC. His prior roles include positions at RiversEdge Advisors and KeyBank. Outside of finance, he has experience managing a hauling business, DeBar's Hauling. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, and educational services. The firm uses diversified model portfolios supported by fundamental analysis and collaborates with third-party sub-advisors to tailor investment strategies.

Brian Kohute is a CFA® charterholder and holds a Series 66 license with 26 years of industry experience. He has been with Meridian Wealth Partners, LLC since 2017 and previously worked at HJ Wealth Management LLC for 12 years. Outside of advising, he operates as an independent insurance agent and is involved with pension plan consulting and loan origination on a limited basis. 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 for individuals, trusts, estates, retirement plans, charitable organizations, and corporations, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Randi Leese is a financial advisor at Thrive Capital Management, LLC with 17 years of industry experience. She holds the Series 63 and Series 65 designations. Outside of her advisory role, she is the sole owner of RL Cake Designs, LLC, a custom cake design business she has operated since 2011. 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, with regular reviews and the use of third-party sub-advisors to tailor strategies.

Kevin Horgan is a financial advisor at Muntz Financial, LLC with four years of industry experience. He has worked at Horgan Brothers, Inc. for ten years. Outside of his advisory role, he provides tax preparation and consulting services through Horgan Tax Consulting. Muntz Financial serves individual clients, trusts, estates, retirement plans, corporations, and private funds with fee-based portfolio management and financial planning, employing a core-satellite investment approach that incorporates fundamental, technical, cyclical, and charting analyses.

Daniel Carney is a financial advisor at Integrity Investment Advisors, LLC with a Series 65 credential and four years of industry experience. He has worked at Integrity Investment Advisors since 2021 and has owned a business since 2018. Prior to his advisory career, he was involved in the restaurant industry. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for around 184 clients. The firm offers financial planning and portfolio management services to individuals, families, trusts, non-profits, pensions, and businesses, utilizing a process that combines fundamental and technical analysis with an emphasis on diversification, cost control, and tax efficiency.

Sean Gogola is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Cordatus Wealth Management LLC since 2016 and also works with Prospera Financial Services. Outside of advisory work, he is a passive investor and lender to Grasshopper Simplicity. Cordatus Wealth Management LLC advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm provides financial planning, portfolio management, and executive services for stock option management, utilizing proprietary investment strategies and independent managers.

Peter Keenan is a CFP® with 17 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC, where he has worked since 2025. Prior to this, he spent 20 years at The Vanguard Group, Inc. and also had a brief tenure at APEX Financial Advisors, Inc. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm customizes portfolios based on clients’ financial conditions, risk profiles, tax situations, and goals, typically favoring a long-term investment approach while utilizing a range of investment vehicles including ETFs, mutual funds, and private funds.

Richard Tattory is a CFP® with three years of experience at RMR Wealth Management and prior roles at Fountainhead Capital Management and Tattory Financial Group, which he has owned since 1994. He is also a licensed insurance producer involved in the sale of life and health insurance products. Additionally, he works in real estate sales as a listing agent. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm utilizes third-party platforms and sub-advisers for manager selection and offers a range of managed account programs alongside project-based consulting services.

Dylan Smith is a financial advisor at Muntz Financial, LLC with a Series 65 designation and no prior industry experience. He has a background in real estate, currently working as a licensed real estate salesperson with J. Carroll Molloy Realtor, LLC. Outside of finance, he has several years of experience in roles related to golf clubs and landscaping. Muntz Financial provides fee-only investment advisory services to individuals, trusts, plans, corporations, and private funds, using a core-satellite investment approach that incorporates fundamental, technical, cyclical, and charting analysis for a range of strategies. The firm also manages private equity and pooled investment vehicles, serving both retail and non-retail clients.

Stephen Schmidt is a financial advisor with Innova Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Innova Wealth Partners since 2013. In addition to his advisory role, Mr. Schmidt is a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management and pension consulting services to individuals, trusts, pension plan participants, and businesses. The firm employs a diversified investment approach using ETFs, mutual funds, and other securities across multiple asset classes, alongside fee-based educational retirement courses and workshops.

Aaron Marks is a financial advisor at Amplius Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill for ten years. Marks is also an independent licensed insurance agent. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by offering discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm utilizes model portfolios, independent sub-advisers, and operational platforms to deliver customized investment advice and coordinate tailored solutions for its clients.