Jeffrey Walker is a financial advisor at Thrive Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Thrive Capital Management, Thrive Insurance Group, and Thrive Financial Services since 2019. Prior to that, he was employed at Bryn Mawr Trust and Citizens Securities, Inc. 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, working with third-party sub-advisors and unaffiliated managers to tailor investment strategies.

Richard Malesich is a financial advisor at PTS Brokerage, LLC with 29 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. He has been involved with R.C. Malesich & Associates, LLC since 1998, and has worked with PTS Brokerage and RCM Capital Management since 2007. Outside of investment advisory, he manages his own practice and engages in life, health, and disability insurance sales. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and advice to individuals, estates, trusts, and retirement plans. The firm customizes portfolios using fundamental and technical analysis, employs derivatives and options strategies for larger accounts, and operates as both a registered investment adviser and broker-dealer.

Jordan Goldstein is a financial advisor with 10 years of industry experience, currently associated with 1st Financial Investment, Inc. He holds credentials as a CPA and IT Auditor Manager and serves as a board member of 1st Financial Investments, Inc. Goldstein's prior work includes roles at Endo Pharmaceuticals, Inc., Delaware River Port Authority, and Clarivate, Inc., among others. He also operates JGold Consulting, LLC. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset-allocation approach combining passive index funds and ETFs with active managers, offering advice on a non-discretionary basis while monitoring outside money managers.

Patrick Mc Crindle is a financial advisor with Laurel Oak Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Ameriprise, Private Advisor Group, LPL Financial, SGI Wealth Management, as well as teaching appointments at Rutgers School of Business and Camden County College. 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 combines active and passive strategies with tactical asset allocation and alternative investments within a scaled, predominantly discretionary service model.

Guilian Dileonardo is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Liberty One Wealth Advisors since 2021 and previously at Bank of America and Merrill from 2017 to 2021. He is also the Managing Director of Liberty One Private Risk, an insurance agency serving clients in Philadelphia. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and some institutions. The firm employs a goals-based planning process and utilizes an asset-allocation framework focused on exchange-traded funds with systematic rebalancing and offers unique strategies such as long-short direct indexing and alternative assets for suitable clients.

Stephen Topley is a financial advisor at Lansing Street Advisors with a Series 65 designation and two years of industry experience. He is also the owner of ST Accounting LLC, where he provides bookkeeping and accounting services as an independent contractor. Prior to joining Lansing Street Advisors, he worked at Centri Business Consulting, AmerisourceBergen, and Ernst & Young. Lansing Street Advisors is a team of six advisors that offers discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm primarily uses exchange-traded funds in portfolio construction and employs a long-term investment approach based on fundamental analysis, integrating financial planning and occasionally recommending third-party managers and pooled investment vehicles.

Christopher Bak is a financial advisor with Thrive Capital Management, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at Liberty Partners Financial Services, Efficient Advisors, and Boenning & Scattergood prior to joining Thrive. He is also associated with Thrive Insurance Group and Thrive Financial Services. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, providing discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm uses diversified model portfolios and fundamental analysis, incorporating third-party sub-advisors to tailor strategies and enhance diversification.

Branden Hess is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 65 and Series 63 licenses and bringing 8 years of industry experience. His prior work includes roles at OSAIC and Securities America Inc, with additional experience at ARI Fleet. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and institutions by providing financial planning, asset management, and qualified retirement plan consulting. The firm employs fundamental analysis and strategic asset allocation with a long-term orientation, using a combination of model portfolios, third-party sub-advisors, and in-house management.

Fan Feng is a CFP® with eight years of industry experience, currently serving at Liberty One Wealth Advisors since 2021. Prior to this, Fan worked at Bank of America, Merrill, Citizens Securities, Citizens Bank, Chubb Insurance, Gilbane Building Company, and Drexel University. Fan is a member of the Drexel University Alumni Board of Governance and is a co-trustee of a family irrevocable trust. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and some institutions. The firm follows a goals-based planning approach using an asset-allocation framework focused on exchange-traded funds, with systematic rebalancing and additional strategies including long-short direct indexing and alternative assets for suitable clients.

Michael Young Jr. is a financial advisor at Almanack Investment Partners with seven years of industry experience. He holds the Series 66 designation and has worked previously at Redwood Wealth Management Group, Purshe Kaplan Sterling Investments, New York Life Insurance, and LPL Financial, among others. Almanack Investment Partners provides investment management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm utilizes model asset allocation portfolios focused on diversified, risk-conscious strategies and manages adviser-led pooled vehicles and private funds.

Peter Toscani is a CFP® and CFA® with seven years of experience in the financial advisory industry. He has worked at Mitchell Sinkler & Starr since 2019 and previously spent three years at Chartwell Investment Partners. Mitchell Sinkler & Starr serves high-net-worth individuals, families, estates, trusts, endowments, and foundations, employing a long-term, goal-based investment approach that integrates top-down macro analysis with bottom-up fundamental research to build portfolios focused on high-quality equities, bonds, and ETFs. The firm primarily offers consultative, non-discretionary advisory services with a minimum $2 million account size.

Timothy Miller is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at Quaker Wealth Management since 2020 and previously held roles at Bank of America and Merrill. He is also the founder of 24Eight Media, a company assisting athletic trainers and athletes with personal brand development. Quaker Wealth Management serves individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and a Family CFO service for households with at least $5 million in investable assets. The firm employs a collaborative, disciplined investment approach focused on asset allocation, frequently using ETFs and mutual funds, and integrates tax and estate professionals into its advisory process.

John Cole is a financial advisor at Accelerate Retirement with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Sapers & Wallack, Lion Street Financial, Lion Street Advisors, and John Hancock. Outside of finance, he spent ten years working at Oakley Country Club. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation strategy with customized portfolios composed of mutual funds, ETFs, individual securities, and occasional covered options.

Christopher Heiser is a financial advisor with Laurel Oak Wealth Management, LLC, holding CFP® and ChFC® designations and a Series 63 license. He has 33 years of industry experience, including 20 years with Ameriprise and currently works at Laurel Oak and PKS Investments. He assists a family member with managing a rental real estate firm in Knoxville, TN. 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 manages approximately $1.399 billion in assets and combines active and passive strategies, tactical asset allocation, and alternative investments within a wrap fee program and independent manager platforms.

Lillia Smith is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with RTD Financial Advisors Inc and previously worked at Corient and Radnor Financial Advisors, among other firms. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. The firm focuses on life-centered financial planning, personalized investment management, and fiduciary consulting, utilizing an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Jason Snipe is a financial advisor with Odyssey Capital Advisors Inc. in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Saxony Securities, Kestra Financial Services, and First Genesis Financial Group. Outside of his advisory work, he serves as Co-Vice Chairman of La Salle Academy, a college-preparatory high school. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment strategies based on client goals and risk tolerance, employs fundamental analysis alongside various strategies, and offers ongoing portfolio monitoring, including oversight of third-party managers.

Tricia Prehle is a CFP® and holds a Series 65 license, currently affiliated with Equita Financial Network, Inc. She has one year of experience in financial advisory roles, including prior positions at Kaleidoscope Financial Planning, LLC, Stevens Capital Partners, and Guiding Wealth Management, LLC. Before entering the advisory field, she worked at Computershare for over two decades. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, operating through a network model that supports independent advisers while providing paraplanning and a community membership program.

Donna Zanetti is a financial advisor with Pennsylvania Capital Management Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with Pennsylvania Capital Management since 2006. Pennsylvania Capital Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $848.6 million in assets and offers customized investment management, consulting, financial planning, and private fund advice through a combination of in-house strategies, third-party managers, and automated portfolio services.

Joseph Pelusi is a financial advisor at First Affirmative Financial Network LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Green Investment Strategies, Pelusi Estate Planning, and Vaughn Management Services. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions nationwide, offering fiduciary investment management, financial planning, and retirement-plan consulting. The firm focuses on values-aligned and faith-based investing, incorporating environmental, social, and governance factors into diversified, long-term portfolio strategies.

Douglas Hopkins is a financial advisor at Gibraltar Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 66 designations. Hopkins previously worked at Coordinated Capital Securities, Inc. for 31 years and has been associated with VGI for over four decades. Gibraltar Wealth Management provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages approximately $313.2 million in assets and offers specialized services including Relative Strength advisory for retirement plan menus and ERISA fiduciary support, with a notable focus on non-discretionary management and performance-based fee arrangements.