Colton Growney is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Gibraltar Wealth Management, LLC. He has previously worked at firms including The Colony Group, LLC and Brinker Capital. Gibraltar Wealth Management advises individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private investment funds through financial counseling, investment management, and wealth management services. The firm focuses on tailored strategies that emphasize clients’ accumulation and preservation goals using a multi-asset class framework and offers both discretionary and non-discretionary portfolio services.

John Heisler III is a CFP® with 23 years of industry experience, currently serving as an advisor at Quaker Wealth Management LLC since 2018. He previously worked at Summit Financial Group and Summit Brokerage Services from 2011 to 2018. Quaker Wealth Management advises individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million across retail and high-net-worth clients. The firm employs a combined top-down macro analysis and bottom-up security selection approach, emphasizing strategic asset allocation and tax-aware implementation tools, including personalized indexing and options-based strategies.

Brad Schank is a financial advisor at PTS Brokerage, LLC with 16 years of industry experience. He holds a Series 66 designation and has been associated with PTS Brokerage since 2009. He is also a member of PTS Tax Advisors, where he is involved in tax preparation services, and owns a life and health insurance business. PTS Brokerage, LLC offers investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm employs an active and tactical investment approach using fundamental and technical analysis, managing both discretionary and non-discretionary portfolios.

Michael Corley is a financial advisor at Cora Capital Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Corley is also involved with Cora Capital Assurance, a non-investment related business. Cora Capital Advisors serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses by providing discretionary portfolio management and financial planning services. The firm emphasizes a long-term, fundamentals-driven investment approach using diversified, low-cost mutual funds and ETFs, and integrates accounting expertise through its affiliation with an accounting firm.

Jordan Cohen is a financial advisor at Thrive Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrive Capital Management since 2018. In addition to his advisory role, Cohen is involved with Thrive Insurance Group, LLC and Thrive Financial Services, LLC. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, providing discretionary portfolio management, financial planning, and educational services. The firm utilizes diversified model portfolios with fundamental analysis and incorporates third-party sub-advisors to tailor investment strategies.

Kevin Kennedy is an investment advisor representative at MFG Investments, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc. and Triton Pacific Securities, LLC. In addition to his advisory role, he hosts a podcast called Money Moves under MFG Investments. MFG Investments serves individual clients across a range of wealth levels, providing discretionary portfolio management and financial planning. The firm employs strategies such as fundamental analysis and modern portfolio theory, offering tailored investment solutions and educational seminars.

Michael Kulinski is a financial advisor at Quartz Partners Investment Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera and First Protective. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, offering model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis with bottom-up stock selection across distinct model series and manages accounts on a discretionary basis.

Jason Ray is a financial advisor at Zenith Wealth Partners in Philadelphia, PA, holding Series 63 and 66 designations with 11 years of industry experience. His prior roles include positions at Zenith Solutions, LLC, Carnegie Wealth Management, LLC, Strategic Financial Alliance, FS Investment Solutions LLC, and Fs2 Capital Partners, LLC. He is involved with several nonprofit organizations, serving on the boards of Vetri Community Partnerships, Students Run Philly Style, Cobbs Creek Foundation, and the Leon H. Sullivan Charitable Trust. Zenith Wealth Partners provides wealth planning and investment management services to individuals, small businesses, and charitable organizations. The firm employs both active and passive investment strategies using multiple methods of analysis and offers services including financial planning, discretionary portfolio management, retirement plan consulting, and business advisory support.

William Wylie Jr. is a financial advisor at Mitchell Sinkler & Starr with 35 years of industry experience. He has been with the firm since 1980. Mitchell Sinkler & Starr serves high-net-worth individuals and families, as well as estates, trusts, endowments, and foundations, providing separately managed portfolio services and financial advice. The firm emphasizes long-term, goal-based investing with a combination of top-down macro analysis and bottom-up fundamental research.

Christopher Greer is a financial advisor with GSG Advisors, LLC in Mt. Laurel, NJ, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with GSG Advisors since 2002. Outside of his advisory role, the firm owns an independent insurance agency. GSG Advisors provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, using a range of investment vehicles and conducting regular portfolio reviews tailored to clients’ time horizons, tax considerations, and risk tolerance.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Steven Durdin is a financial advisor with Encompass More Asset Management LLC and holds Series 65 and Series 63 licenses. He has six years of industry experience, including prior roles at Lincoln Investment and Global View Capital firms. Outside of his advisory work, he is a managing member of a flow-through entity that handles revenue and consulting fees related to his firm and provides limited consulting and financial assistance to his son's auto detailing business. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies with a mix of proprietary and third-party sub-advisers, offering a range of investment options that include traditional assets and digital-asset exposures.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.

Grant Rawdin is a CFP® professional with 34 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 1987. He holds a Series 63 license and is based in Philadelphia, PA. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process supported by individualized Investment Policy Statements.

John Reilly is a CFA® charterholder with 14 years of industry experience. He has been with 1919 Investment Counsel, LLC since 2005. The firm provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. 1919 Investment Counsel constructs customized portfolios focused on mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, and operates as a subsidiary of Stifel Financial Corp.

Timothy Ferko is a CFP® and ChFC® with 27 years of experience in the financial industry. He has worked at Wescott Financial Advisory Group LLC since 2021 and previously spent 16 years at Allstate Insurance Company. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, and corporations. The firm employs an open-architecture, multi-manager investment approach blending passive and active strategies, and offers services such as portfolio management, pension consulting, family office solutions, and trustee services.

Vincent Tassone is a financial advisor with Realta Investment Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Causeway Securities LLC, Raymond James & Associates, INC, and First Trust Portfolios L.P. He was also involved with Vinni's Pizza West Deptford, LLC, indicating experience outside the financial sector. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services through a network of advisors, serving individuals, pension plans, and institutional clients. The firm employs individualized strategies that utilize diverse asset allocations and offers multiple portfolio management and consulting options, including third-party manager programs and held-away account management.

Reiner Westby is a CFA® charterholder with Dakota Wealth, LLC in Philadelphia, PA. He has been with Dakota Wealth since 2020 and previously worked at Drexel University from 2017 to 2021. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, and other entities. The firm offers customized portfolios with diversified allocations and employs a combination of fundamental, technical, cyclical, and charting analysis in its research process.

Robert Riegen is a CFP® with seven years of industry experience, currently serving as an advisor at Roffman Miller Associates Inc. He previously worked at Fidelity Brokerage Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of financial services, he has a long history with Unos Chicago Grill. Roffman Miller Associates provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, employing a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

Noah Modica is a financial advisor at Pine Valley Investments with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Pine Valley Investments in 2023, he held roles at several firms including Securian Financial Services, Allied Wealth Partners, Minnesota Life Insurance, and Chubb. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and quantitative analysis to tailor client portfolios and offers access to private equity vehicles and third-party managers.