Jeffrey Hahn is a financial advisor with PTS Brokerage, LLC, holding the ChFC® and Series 63 credentials and bringing 39 years of industry experience. He has worked at PTS Brokerage since 2017 and has also been associated with Penn Mutual Life Insurance Company since 2014. Hahn is actively engaged in life insurance sales for multiple carriers, including Penn Mutual Life. PTS Brokerage, LLC provides investment supervisory services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach utilizing fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.

Mitchell Metz is a CFP® professional at RTD Financial Advisors Inc with 24 years of industry experience. He has been with RTD Financial Advisors since 2016. RTD Financial Advisors is a SEC-registered, multi-team firm serving individuals, families, and institutional clients including pension plans, trusts, and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services with an emphasis on individualized investment programs, tax-aware management, and retirement-plan support.

John Hadley Jr. is a financial advisor with Samalin Wealth in Philadelphia, PA, holding Series 63 and Series 65 designations and over 20 years of industry experience. He previously worked for Quantum Technalysis Asset Management, LLC for 14 years before joining Samalin Investment Counsel, LLC in 2019. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $490 million in client assets through a combination of fundamental and cyclical analysis, diversified investment strategies, and specialized services including retirement-plan consulting and post-divorce wealth management.

Brian Hoguet is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with MFG Investments, LLC since 2005 and has prior experience at Securities America, Inc. and Securities Service Network, Inc. He also holds a registered representative license with Osaic Wealth, Inc. and is an insurance agent providing coverage solutions for clients. MFG Investments serves individual clients, including both non-high-net-worth and high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm employs fundamental analysis and modern portfolio theory, providing tailored strategies with regular account reviews and educational seminars.

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.

David Hess is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding a Series 63 designation and bringing 42 years of industry experience. He has worked with firms including Osaic Wealth, Inc. and Securities America, Inc., and has served in roles such as managing director at Wealth Management Associates, Inc. Outside of his advisory work, he volunteers as a sub-committee member overseeing financial aspects of a local yacht club. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $647 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary approach that includes integrated accounting services, brokerage, and insurance offerings.

Sean Balliet is a CFP® professional at Cora Capital Advisors with three years of industry experience. He is also a partner at Baratz & Associates, P.A., a certified public accounting firm where he provides tax planning, preparation, and compliance services. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, using a long-term, fundamental analysis approach tailored to client goals and risk tolerance.

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.

Gary Brotz is a financial advisor with PTS Brokerage, LLC, holding a Series 66 credential and over 22 years of industry experience. He has been with PTS Brokerage since 2006 and is also a partner in a CPA firm, Sharer Petree Brotz & Snyder, where he has worked since 1993. Additionally, he operates a sole proprietorship providing accounting and tax services and consults on health benefit planning. PTS Brokerage, LLC offers investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm uses an active, tactical investment approach incorporating fundamental and technical analysis, with a range of portfolio strategies and regular account reviews.

Keith Radimer is a financial advisor with Laurel Oak Wealth Management, LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory work, he owns and manages Rad Equestrian LLC, an equestrian business. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm employs a blend of active and passive investment strategies, including tactical asset allocation and alternative investments, within a predominantly discretionary investment process.

John Norman 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 Wells Fargo Clearing Services LLC. His background includes experience in both financial services and various other business ventures. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm employs a combination of active and passive investment strategies, including tactical asset allocation and alternative investments, supported by a team of 15 advisors and managing approximately $1.4 billion in assets.

Thomas Devine is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Cypress Financial Planning since 2024 and previously held roles at Ally Bank and GNR Group. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutional clients. The firm employs a tailored, holistic process and incorporates sophisticated trading strategies, including derivatives and options, within a team of seven advisors managing approximately $490 million in assets.

William Merriken Jr. is a financial advisor at Almanack Investment Partners with 35 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Merriken has been involved with Merriken Financial Group, Inc. since 1982, where he provides planning and insurance services, and he is also affiliated with Redwood Wealth Management Group. Almanack Investment Partners offers discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs diversified, risk-conscious model portfolios and manages adviser-led pooled vehicles and private funds alongside managed accounts.

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.

Justin Yakubowski is a financial advisor at Laurel Oak Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Bank of America, PNC Bank, and Wells Fargo Bank spanning from 2016 to 2025. Laurel Oak Wealth Management offers discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm employs a predominantly discretionary investment process that combines active and passive strategies, tactical asset allocation, and alternative investments.

Stephen Palmer is a financial advisor at Pennsylvania Capital Management Inc. in Naples, FL, with 19 years of industry experience. He holds a Series 65 designation and has been with Pennsylvania Capital Management since 2005. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering customized asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

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.

Adrienne Stark is a CFP® professional with 21 years of industry experience. She currently works at Boldin Advisors and has held roles at firms including MISSIONSQUARE RETIREMENT, Fidelity Investments, TIAA CREF, and Facet Wealth. Outside of her advisory practice, she serves as Treasurer on the Young Friends Advisory Board for the Philadelphia Animal Welfare Society, an animal rescue organization. Boldin Advisors offers financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm uses Modern Portfolio Theory to recommend diversified, low-cost index fund portfolios and emphasizes a long-term, buy-and-hold investment approach without discretionary account management.

Nicole Offerman is a financial advisor at RTD Financial Advisors Inc with 18 years of industry experience. She holds the Series 66 designation and has worked at RTD Financial Advisors since 2018. Prior to that, she was associated with Innovative Investment Fiduciaries, LLC and Innovative Benefit Planning, LLC, where she also serves as an account executive in employee benefit and financial services. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, and non-profits. The firm employs a life-centered financial planning approach with personalized investment management and fiduciary consulting, emphasizing asset allocation, tax-aware management, and comprehensive reporting.

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.