Richard Tattory is a CFP® professional with four years of experience at RMR Wealth Management. He previously worked at Fountainhead Capital Management and has owned Tattory Financial Group since 1994. Outside of his advisory role, he is a licensed insurance producer and is involved in the sale of life and health insurance products, as well as real estate sales in New Jersey. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and managed account programs, utilizing third-party platforms and managers to tailor investment strategies to client objectives and risk tolerance.

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 at Innova Wealth Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Innova Wealth Partners since 2013. Schmidt is also 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 financial planning to individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment strategies, including the use of specialized sub-advisors and derivatives, and offers educational courses and retirement workshops as part of its client services.

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.

Morgan Zafonte is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at JMAC Enterprises LLC since 2021 and previously held roles at Wells Fargo Advisors Financial Network, LLC and Johnson & Johnson. JMAC Enterprises LLC, operating as Brick House Strategic Wealth, provides comprehensive wealth management, discretionary investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis and manages approximately $919 million with a small team, offering services that include retirement-plan advisory and fiduciary roles.

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.

Thomas Mcinerney is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Inc. and Insight Advisors since 2013. Outside of advising, he is the president and majority owner of Meridian Alarm Co., Inc., a security alarm company, and serves as a board member and minority owner of Liberty Coating, a pipe coating business. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team. The firm provides portfolio management, financial planning, and pension consulting, employing varied investment strategies including individual securities, mutual funds, options, and cryptocurrency.

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.

William Wolf is a financial advisor at Insight Advisors, LLC in Newtown, PA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Insight Advisors since 2013. Prior to that, he was with Purshe Kaplan Sterling Investments for five years. Wolf is also a licensed insurance agent. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and various business entities. The firm provides portfolio management, financial planning, and pension consulting through a team of 15 advisors, employing a range of investment strategies tailored to client goals.

Paul Orihel is a financial advisor with Insight Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Insight Advisors since 2016. In addition to his advisory work, he evaluates disability and creditable compensation requests for the New Jersey Teachers Pension and Annuity Fund. Insight Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, pension consulting, and portfolio monitoring. The firm manages approximately $785 million in client assets and employs a range of investment strategies including ETFs, mutual funds, stocks, bonds, options, and private securities.

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.

Kurt Folcher is a financial advisor at Andrew Garrett, Inc. with 36 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. Andrew Garrett, Inc. serves a diverse client base including retail individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover guidance, utilizing a variety of investment strategies and platforms tailored to client suitability, risk tolerance, and time horizon.

Jonathan Inzero is a CFP® professional with 13 years of industry experience, currently serving at Innova Wealth Partners, LLC since 2015. He holds a Series 66 license and is also 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 financial planning services to individuals, trusts, pension plan participants, and businesses. The firm employs fundamental, technical, and cyclical analysis to implement investment strategies and frequently utilizes specialized sub-advisors while maintaining discretionary trading authority and ongoing oversight.

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.

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.

John Orobono Jr. is a financial advisor at Innova Wealth Partners, LLC with one year of industry experience. His prior work includes roles at Ten Holdings Inc, G2 Startup Advisors LLC, and Danis Auto (Gettacar). Innova Wealth Partners provides discretionary portfolio management and financial planning to individuals, trusts, pension plan participants, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis and frequently employs specialized sub-advisors while maintaining discretionary trading authority and ongoing oversight.

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.

Joseph Betti is a financial advisor with Andrew Garrett, Inc. in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sw Bach & Company since 2005. Betti is also involved with Princeton Financial as a separate business activity. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients through discretionary and non-discretionary management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model with various program sponsors and offers customized portfolio strategies including ESG-focused options.

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.