Sean Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked multiple terms at Aberdeen Asset Management Inc. Blue Bell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach emphasizes allocations to exchange-traded funds, closed-end funds, and structured investments, with notable use of structured notes and documented options-trading practices.

Daniel Smyth is a Managing Director at HCR Wealth Advisors in Philadelphia, holding Series 65 and Series 63 licenses with five years of industry experience. He has worked at several firms including UBS Financial Services, Lincoln Financial Group, and American Brokerage Services. Smyth also serves as Director of the Life, Long Term Care, and Disability Insurance Division at Relation Insurance Services. HCR Wealth Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis in its investment approach and manages nearly $2 billion in client assets across a team of advisors.

Christian Bockrath IV is a financial advisor at Integrity Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation. His work history includes roles at Advanced Financial Partners, Eagle Fence Company, Prudential, Ithica College, and Malvern Preparatory. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations by providing financial planning and risk-protection advice. The firm’s investment approach incorporates ETF-based, model-driven asset allocation strategies managed through its affiliated investment manager, Auour Investments, to align client risk tolerance and planning goals.

James Lewers is a CFP® and ChFC® with 27 years of industry experience. He is currently affiliated with Brick & Kyle Associates Inc and Coastal Equities, Inc, having worked at Brick & Kyle since 2013 and Coastal Equities since 2014. Brick & Kyle Associates provides discretionary portfolio management and written financial planning services to individual and institutional clients, including high-net-worth individuals, pensions, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis along with asset allocation techniques to manage accounts on a discretionary basis with regular reviews.

Ethan Prince is a financial advisor at Nest Egg with Series 63 and Series 66 licenses and three years of industry experience. He has worked at The Vanguard Group, Inc. and Sei, and began his career following his education at West Chester University of Pennsylvania. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to manage diversified portfolios with limited face-to-face contact, serving a large client base primarily through intermediated distribution.

Robert Fish is a financial advisor at Alden Capital with 38 years of industry experience. He holds a Series 63 designation and has worked previously at firms including J Alden Associates, Mcg Securities, Kestra Investment Services, and New England Securities. Outside of financial advising, he is involved in life insurance sales. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and non-profit entities, offering customized asset allocation through a combination of internally managed strategies, third-party managers, and model portfolios. The firm is also notable for its role as a private fund adviser and its use of performance-based fee arrangements.

Tyler Burns is a CFP® professional affiliated with Compass Ion Advisors, LLC, with three years of industry experience. He has previously worked at Ballentine Capital Advisors, Efficient Advisors LLC, and Captrust Financial Advisors. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various organizations, offering integrated financial planning, investment advisory, and retirement plan consulting. The firm employs a team-driven approach, managing approximately $1.59 billion across accounts using strategic asset allocation and a range of investment vehicles, with regular portfolio reviews.

Rose Bernardo is a financial advisor with Wellfull who holds a Series 66 credential and has 21 years of industry experience. She has worked at Bernardo Wealth Planning LLC since 2017 and Purshe Kaplan Sterling Investments since 2016. In addition to her advisory role, Bernardo serves as COO for a startup technology company, OnBord, Inc., where she manages sales and marketing operations. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages roughly $866 million in discretionary assets and emphasizes financial planning as the foundation for its investment approach, utilizing model-based asset allocation and multiple analysis methods.

Matthew Haraburda is a CFA® charterholder with seven years of industry experience. He is currently with Wellfull and has previously worked at Bernardo Wealth Planning, Fortress Investment Group, Radcliffe Group, and Morgan Stanley. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages roughly $866 million in discretionary assets and employs a model-based asset allocation approach combined with multiple analysis methods to guide client portfolios.

Philip Matalucci IV is a CFP® and Series 66-registered advisor at Amplius Wealth Advisors with six years of industry experience. He previously worked at Merrill and Merrill Lynch before joining Amplius Wealth Advisors in 2022. He is also an independent licensed insurance agent for life and health 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 offers customized discretionary advice and leverages affiliations with Amplius Asset Management and Dynasty Financial Partners to support its investment management and operational capabilities.

Eric Rohtla is a CFP®-certified financial advisor with four years of industry experience, currently with Passive Capital Management, LLC. Prior to joining Passive Capital Management, he held positions at the Academy of the New Church and The Vanguard Group, Inc. He has also been involved with the Glencairn Museum during his career. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors and serves individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm follows a passive, asset-allocation investment approach using index mutual funds and ETFs, offering discretionary and non-discretionary management along with ERISA 3(21) retirement plan advisory services.

David Fitzgerald is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 63 license and bringing 37 years of industry experience. He has worked at Clearview Financial Partners since 2017 and concurrently with LPL Financial since 2010, also having been associated with The Wharton Advisory Group from 2002 to 2018. In addition to his advisory role, he sells fixed and term insurance to clients. Clearview Financial Partners provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting primarily for individuals, high-net-worth clients, and small businesses. The firm manages over $1 billion across more than 600 client relationships, using an open-architecture investment approach that includes sub-advisers, tactical and quantitative methods, and allocations to private markets.

Rahul Kothari is a financial advisor at Ironview Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Ironview, formerly Bergin Roberts & Co. LLC, since 2015. Outside of his advisory role, he serves on the board of directors for Elysium Robotics LLC. Ironview Capital Management is an SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of analytical approaches and investment strategies, including access to alternative investments and affiliated private equity funds.

Timothy Vickrey Jr. is a financial advisor at Bucks Capital Advisers with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and was previously with Andrew Garrett, Inc. for 19 years before joining Bucks Capital Advisers. Bucks Capital Advisers offers asset management, comprehensive portfolio management, and retirement plan consulting to individuals, trusts, non-profits, pension and profit-sharing plans, private funds, and businesses. The firm manages approximately $670.7 million in assets, utilizing a multi-method investment process and tailored asset allocation strategies across a range of investment vehicles.

Daniel Levinson is a CFP® with 11 years of industry experience. He is currently with Blue Bell Private Wealth Management, LLC, where he has worked since 2024. Prior to that, he spent nine years at MOR Wealth Management. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, and other advisers. The firm’s investment approach includes exchange-traded funds, closed-end funds, and structured investments, with portfolio management tailored to client objectives and notable use of derivatives and structured notes.

Ronald Joyce Jr. is a financial advisor at IVC Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kestra Advisory Services and Kestra Investment Services prior to joining IVC Wealth Advisors. Joyce serves on the board of the Griffin Gives Foundation, a charitable organization assisting veterans and children in need, and holds leadership roles at local veterans and fraternal organizations. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm specializes in discretionary portfolio management, pension consulting, and retirement-account planning, employing tailored investment strategies that integrate fundamental, quantitative, and modern portfolio theory analyses.

Aaron Dessen is a CFP® and Series 65 licensed advisor at Payne Capital Management, LLC with eight years of industry experience. He has worked at Payne Capital Management since 2017 and previously was employed at Bridget's Steakhouse for six years. Payne Capital Management provides financial planning, consulting, and portfolio management services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes goal-oriented planning, risk limitation, and personalized service, utilizing a variety of investment vehicles and strategies including options and borrowing within separately managed accounts.

Ian Brick is a financial advisor at Brick & Kyle Associates Inc with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Owowcow Creamery for three years and spent ten years in the education sector. Brick & Kyle serves individual and high-net-worth clients as well as institutional entities, providing discretionary portfolio management and written financial planning. The firm employs a combined fundamental, technical, and cyclical investment approach across multiple asset classes and manages roughly $492 million for a client base that includes pensions, trusts, corporations, estates, and charitable organizations.

Patrick Hehir is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Andrew Garrett, Inc. since 2007. He is also involved in selling health insurance through Princeton Financial. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, employing a multi-platform investment approach with discretionary and non-discretionary management across various asset classes and advisory programs.

Andrew De Stefano is a financial advisor at LRI Investments with a Series 66 designation and one year of industry experience. He has previously worked at Fis and EY, and holds a degree from Franklin & Marshall College. LRI Investments provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion through a team of 25 professionals, emphasizing customized asset allocation and long-term investment strategies.