Jacob Hanzel is a financial advisor at Laurel Oak Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, LLC and Pine Valley Golf Club. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection for individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and selective use of alternatives, and manages approximately $1.34 billion across more than 4,500 accounts.

Richard Lerch is a financial advisor with Prudent Management Associates in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at Prudent Management Associates since 2008 and at Prudent Brokerage Associates since 2010. Prudent Management Associates serves high-net-worth individuals and institutional clients, including corporate pension plans and charitable organizations, providing discretionary portfolio management and limited consulting services. The firm utilizes low-cost mutual funds and model risk-based portfolios, combining quantitative models with Investment Committee oversight.

Jeffrey Jones is a CFP® and holds a Series 66 license, with 16 years of industry experience. He has been with Cypress Financial Planning since 2009. Outside of his advisory role, he volunteers as a financial coach for underserved individuals through the nonprofit 3rd Decade. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, families, businesses, and institutional clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, employing modern portfolio theory alongside fundamental and technical analysis, and utilizes a range of trading strategies including options and derivatives within separately managed accounts.

Adam Burg is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding a Series 66 designation and 22 years of industry experience. Prior to joining Thrive in 2024, he worked for Bank of America and Merrill Lynch from 2011 to 2024. 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 manages approximately $397.7 million for nearly 589 clients.

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.

Roger Klein is a financial advisor at Ventura Wealth Management with 13 years of industry experience. He has been with Ventura Wealth Management since 2021 and has concurrently worked at Timing Strategies Corporation since 1982. Ventura Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs model portfolios and an asset-allocation framework that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic evaluation.

Megan Keenan is a financial advisor at Lansing Street Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets and Janney Montgomery Scott. Lansing Street Advisors is a team of six advisors providing discretionary and non-discretionary wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis, utilizing exchange-traded funds alongside mutual funds, individual equities, fixed income, and independent manager allocations.

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.

Michael Smith is a CFP® professional at PW Nova Financial Services LLC with 20 years of experience in the financial industry. His prior roles include positions at JW Nova Wealth Partners and Wells Fargo Advisors. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm employs a multi-advisor team approach and uses a variety of analytical methods to construct diversified portfolios that may include complex investment strategies.

Keith Hardman is a CFP® professional with seven 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 and institutional clients, including corporate pension plans and charitable organizations, offering discretionary portfolio management and limited consulting services. The firm uses low-cost, low-turnover mutual funds structured through proprietary quantitative models and discretionary oversight, managing approximately $1.14 billion across about 216 client relationships.

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.

Kyle Bruner is a financial advisor with Innova Wealth Partners, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Innova Wealth Partners, he worked at Mary Beaver White Building and On The Level Construction, LLC. Innova Wealth Partners provides discretionary portfolio management and financial planning services to individuals, trusts, pension plan participants, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis in managing portfolios that include ETFs, mutual funds, and other securities, frequently engaging specialized sub-advisors for personalized indexing and alternative option strategies.

Chad White is a financial advisor with LRI Investments, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Equitable Advisors, AXA Advisors, and Milford Enterprises Inc. He is currently affiliated with JKJ Financial Services and M Holdings Securities in addition to his position at LRI Investments. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm constructs tailored portfolios using mutual funds, ETFs, and individual securities, with an emphasis on ongoing supervision and adjustments for tax planning, market conditions, and client objectives.

Thomas Cahill is a financial advisor at Ventura Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ventura Wealth Management since 2010, as well as at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Cahill is affiliated with professional organizations such as the CFA Institute and the New York Society of Securities Analysts, though he holds no active responsibilities with them. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model portfolio and asset-allocation framework that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic assessment.

Christopher Mallon is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has been with Pennsylvania Capital Management Inc. since 2018 and previously worked at Hobbs Group Advisors, LLC. The firm provides individualized investment management, consulting, financial planning, and private fund advice to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. Pennsylvania Capital Management manages approximately $848.6 million in assets and employs a mix of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services across multiple offices.

Matthew Mcinerney is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding a Series 65 designation and five years of industry experience. He previously worked at Navigant Consulting from 2014 to 2018 before joining Insight Advisors. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting through a multi-advisor team, employing a range of investment strategies including stocks, bonds, options, and cryptocurrency products.

Matthew Harrison is a financial advisor at Thrive Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at LPL Financial, M&T Securities, Allied Wealth Partners, Minnesota Life Insurance Company, Securian Financial Services, and Forerunner Capital Management. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, seminars, and access to private placements. The firm uses diversified model portfolios with fundamental analysis and engages third-party sub-advisors to tailor investment strategies.

Ian Foster is a Series 65-licensed advisor with Innova Wealth Partners, LLC, based in Newtown, PA, where he has worked since 2013. He has 13 years of industry experience. Foster is also a licensed insurance agent with Innova Settlement Services, LLC and occasionally offers related products to clients. Innova Wealth Partners provides discretionary portfolio management and financial planning to individuals, trusts, pension plan participants, and businesses. The firm employs a variety of strategies including fundamental, technical, and cyclical analysis, often using specialized sub-advisors and advanced techniques such as derivatives and box-spread option strategies.

John Wilmerding is a financial advisor at Thayer Partners LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network and Thayer Partners. Outside of his advisory role, Wilmerding serves on the advisory board of AmigoData, a company focused on energy efficiency for data centers, and hosts an informational podcast featuring business owners discussing their legacy. Thayer Partners LLC provides customized wealth management, financial planning, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term investment approach emphasizing fundamental analysis and diversified portfolios, serving clients through a multi-office network.

Glen Coral is a financial advisor at LRI Investments with 43 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LRI Investments, he was involved with JKJ Financial Services, M Holdings Securities, Inc., and Turning Point Wealth Strategies, where he serves as president and sole managing member. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as to businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers customized investment management and retirement plan consulting with an emphasis on ongoing portfolio supervision and rebalancing tailored to client objectives.