Alexander Sobkowiak is a financial advisor at Odyssey Capital Advisors Inc. with a Series 65 designation and one year of industry experience. His prior roles include positions at PGIM, Inc. and teaching at Temple University. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and business entities. The firm offers tailored investment programs and conducts public educational seminars and workshops as part of its service mix.

Christian Abraham is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at United Capital, Facet Wealth, and SEI Investments. Thrive Capital Management provides discretionary investment management and one-time financial planning services to individuals, businesses, and charitable organizations. The firm manages approximately $397.7 million for about 589 clients using diversified model portfolios, fundamental security analysis, and a sub-advisor platform.

Jeffrey Cholish is a financial advisor with Insight Advisors, LLC, holding a Series 65 license and bringing 10 years of industry experience. He has worked at Insight Advisors since 2015 and previously was employed at Arin Risk Advisors, LLC and Westlake Chemical Corp. Outside of his advisory role, he serves as a senior manager at Baystar, a chemical sales company. Insight Advisors, LLC manages over $700 million for a diverse client base including individuals, high-net-worth clients, and pension plans. The firm employs a multi-advisor team and offers tailored portfolio management and financial planning services using a range of investment strategies and products.

Timothy Kriegel is a financial advisor at Thayer Partners LLC with five years of industry experience. He holds the Series 65 designation and has worked at SELEE Corporation since 1997. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans with customized wealth management, financial planning, retirement-plan advisory, and business advisory services. The firm emphasizes a long-term investment approach grounded in fundamental analysis and offers a range of non-investment consulting services including fiduciary ERISA plan engagement and business advisory tied to Profit First methodology.

Thomas Tuskey is a financial advisor with Northstar Financial Companies, Inc. He holds a Series 65 designation and has five years of industry experience. His prior work includes roles at Cambridge Investment Research, Northwestern Mutual, and a teaching position at Rutgers University Business School. Northstar Financial Companies serves individual and high-net-worth clients, as well as trusts and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Lidia Amodei is a CFP® and CFA® with 30 years of industry experience. She is currently with Attleboro Wealth Management LLC and has previously worked at Allspring Funds Management, LLC and Wells Fargo Funds Management, LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by providing asset management, portfolio management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer and utilizes various asset-allocation strategies across a broad range of securities.

Michael Topley is a CFP® professional with 13 years of industry experience, currently serving at Lansing Street Advisors since 2020. He has also been involved with Edge Financial Wellness and Purshe Kaplan Sterling Investments, Inc. since 2018. Outside of his advisory roles, he is the founder and CEO of Moneyclip Inc., a platform that allows advisors to record and share client-friendly financial plan explanations. Lansing Street Advisors provides discretionary and non-discretionary wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm primarily uses exchange-traded funds in constructing portfolios and integrates financial planning with a long-term investment approach based on fundamental analysis.

Matthew Kane is a financial advisor with Compass Ion Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Compass Ion Advisors since 2008 and currently also serves at Keel Point Capital LLC. Outside of his advisory work, Kane serves as a trustee and chaplain for Eastern University and is a board member of the Timothy Foundation. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations with integrated financial planning, investment advisory, and retirement plan consulting. The firm manages about $1.59 billion using a team-driven approach that emphasizes strategic asset allocation and long-term holding periods.

Kimberly Thomas is a financial advisor with Muntz Financial, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Muntz Financial in 2025, she worked at Thrive Capital Management, LLC and Creative Wealth Management, LLC, among other roles. Muntz Financial provides fee-only investment advisory services to individuals, trusts, estates, plans, corporations, and private funds. The firm employs a core-satellite investment approach and offers portfolio management and tailored advice across a broad range of securities and vehicles.

Lacy Redwine is a financial advisor at Conservest Capital Advisors Inc with one year of industry experience. She holds a Series 65 designation and has prior work experience at Tradezero America, Inc. and Artisan Smiles. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, and various institutional clients. The firm uses a customized investment strategy process focused on macroeconomic analysis and long-term, low-turnover portfolios, managing approximately $1.7 billion in discretionary assets across six advisors.

Ryan Donovan is a financial advisor at Compass Ion Advisors, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Vanguard, Philadelphia Union, and KPMG. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities. The firm provides integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven advisory model.

Alex La Rosa is a CFP® with seven years of industry experience, currently serving as an advisor at Blue Bell Private Wealth Management, LLC since 2017. Prior to joining Blue Bell, he worked at ACC Consumer Finance and has experience at Temple University. Blue Bell Private Wealth Management serves individual and high-net-worth clients as well as pension plans, corporations, trusts, and estates, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan participant account management. The firm’s investment approach uses exchange-traded funds, closed-end funds, and structured investments, incorporating fundamental and cyclical analysis and options strategies 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.

Christopher Loesser is a financial advisor at The Estate Planners Group with a Series 65 credential and one year of industry experience. He has been involved with Hundredfold Consulting LLC since 2022 and serves as principal and owner of Northgreen Consulting LLC, a nonprofit consulting firm. Additionally, he has been affiliated with Intervarsity Christian Fellowship / USA from 2011 to 2025. The Estate Planners Group is a six-advisor team managing approximately $421–422 million across several hundred client accounts. The firm provides discretionary portfolio management and financial planning primarily to individuals, including high-net-worth clients, and offers fee-based public classes on financial and retirement planning. Its investment approach emphasizes fundamental analysis, diversification, and the use of both internally managed portfolios and recommended third-party managers, supplemented by affiliated private-fund sponsorship and related activities.

Patrick Swift is a CFP® professional at Amplius Wealth Advisors with 10 years of industry experience. He has worked at Amplius since 2021 and previously at Bank of America and Merrill from 2016 to 2021. In addition to his advisory role, he is an independent licensed insurance agent specializing in life insurance. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm customizes advice through model portfolios and independent sub-advisers, leveraging platform relationships and operational tools to manage and monitor client holdings.

Avery Dysart is a financial advisor at Cordatus Wealth Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Cordatus, Dysart worked at Prospera Financial Services and held various roles including student and part-time positions. Cordatus Wealth Management LLC serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes discretionary account management and financial planning, offering proprietary investment programs that incorporate fundamental and trend analysis alongside risk management.

Monica Lanzilotta is a financial advisor with Amplius Wealth Advisors, holding a Series 66 designation and having 10 years of industry experience. She previously worked at Merrill from 2015 to 2021 and at Purshe Kaplan Sterling Investments from 2021 to 2022 before joining Amplius Wealth Advisors. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm customizes advice to client objectives and utilizes third-party operational platforms and sub-advisers to implement and monitor investment strategies.

Scott Cendali is a financial advisor with IVC Wealth Advisors LLC, holding a Series 66 designation and over 11 years of industry experience. His prior work includes roles at Girard Advisory Services, Univest Bank & Trust Co, and Private Client Services. Outside of his advisory role, he is employed by Clear Employer Services, a professional employment organization. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, pension consulting, and third-party money manager selection. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses to create tailored investment programs and generally manages accounts on a discretionary basis.

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.

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.