Richard Capasso is a CFP® professional with 33 years of experience in financial advisory services. He has been associated with CPC Financial Planning, Inc. since 1988 and previously worked at Royal Alliance Associates and LPL Financial. In addition to his advisory role, he is involved with Clairmont, Paciello & Co., a tax preparation and accounting firm where he has worked since 1984. CPC Financial Planning, Inc. offers written financial planning, annual plan monitoring, and hourly advice to individuals and business clients, focusing on coordinated recommendations across investments, tax, retirement, insurance, and estate matters. The firm emphasizes a non-discretionary, fee-for-service approach integrated with a certified public accounting practice and affiliated brokerage and insurance channels.

Peter Derby is a financial advisor at Meridian Wealth Partners, LLC, holding a Series 65 designation with six years of industry experience. He has been with Meridian Wealth Partners since 2018 and previously worked at Drucker & Scaccetti, PC from 2015 to 2018. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients through a team of ten advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and corporations, using a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Andrew Randisi is a CFP® professional with six years of industry experience, currently serving at Pennsylvania Capital Management Inc. since 2016. He previously worked at Drexel University for five years. Pennsylvania Capital Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $848.6 million in assets using a combination of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services.

Thomas Huber is a CFA® charterholder with six years of industry experience. He has been with Wick Capital Partners, LLC since 2019 and previously worked at Glenmede Trust from 1998 to 2018. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, offering personalized asset management, comprehensive financial planning, and retirement-plan consulting. The firm employs a combination of fundamental analysis and both active and passive investment strategies across various asset classes, managing most client assets on a discretionary basis.

Brian Henrysen Jr. is a CFP® professional with seven years of industry experience currently serving at PW Nova Financial Services LLC. His prior roles include positions at Presilium Private Wealth LLC, Raymond James Financial Services, and Merrill Lynch. Outside of financial advising, he is a managing member of 215 Rehab Enterprises, a real estate rehabilitation business. PW Nova Financial Services LLC provides comprehensive wealth management, pension consulting, and financial planning services to individuals, high-net-worth clients, and institutional pension and municipal entities. The firm employs a variety of analytical methods to construct diversified portfolios and operates a wrap fee program that integrates management and transaction services.

Jesse D'Elia is a CFP® with 12 years of industry experience, currently serving as an advisor at Attleboro Wealth Management LLC since 2025. He previously worked at The Vanguard Group, Inc. for 11 years. Outside of his advisory role, he is involved in residential home improvement and renovation for resale through his ownership of B. E. 2A Properties LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by offering asset management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer, utilizing various asset-allocation strategies and managing portfolios across a broad range of securities.

Anthony Perhacs is a financial advisor with Meridian Wealth Partners, LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Altice USA, Hardy Construction, and Private Advisor Group. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Ning Tang is a financial advisor at Sun Global LLC with a Series 65 designation and one year of industry experience. Prior to joining Sun Global, Tang held positions at New York University, Lehigh University, and Morgan Park Academy. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individuals, employing a combination of fundamental, technical, cyclical, and quantitative analysis across various investment strategies. The firm uses client risk questionnaires and Investment Policy Statements to guide portfolio implementation and offers educational resources including weekly market newsletters and webinars.

Anthony Barbosa is a financial advisor at Certior Financial Group, LLC with Series 65 registration and one year of industry experience. Prior to joining Certior, he worked at Diversified LLC and has four years of experience at Walgreens. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse client base, including individuals, trusts, estates, and business entities. The firm employs a flexible investment approach that combines active and passive strategies, regularly reviews client objectives, and incorporates third-party sub-advisers and platform providers.

Nathan Hayward is a CFP® and ChFC® with 19 years of experience in financial advisory. He has been with Concentus Wealth Advisors since 2014, where he serves as a client relationship manager. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified and multi-method investment approach, offering discretionary portfolio management and customized planning modules across tax, estate, insurance, debt, and retirement areas.

Randall Schaible is a CFP®, CFA®, and Series 65-licensed financial advisor with nine years of industry experience. He has been with Montis Financial, LLC since 2016. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary portfolio management and the use of unaffiliated managers, with a focus on a broad range of strategies such as mutual funds, private funds, options, and selective use of alternative ETFs.

Richard Parrett is a CFP® with 35 years of industry experience. He is currently with Thrive Capital Management, LLC and previously held roles at Prudential Insurance Company of America and Global Portfolio Strategies, Inc., among others. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, and access to private placements. The firm manages diversified portfolios using ETFs, individual securities, and third-party managers, conducting formal quarterly reviews and rebalancing as needed.

Timothy Vickrey III is a financial advisor with Bucks Capital Advisers and holds a Series 65 credential. He has one year of industry experience and has previously held positions at Michigan State University and Andersen Tax, LLC, among others. Bucks Capital Advisers provides asset management, retirement-plan consulting, and recommends firm-affiliated private funds to individuals, trusts, pension and profit-sharing plans, non-profits, corporations, and private fund investors. The firm uses a combination of fundamental, technical, and quantitative methods across a range of securities and alternative investments, regularly monitoring and rebalancing portfolios.

Robert Valleau is a financial advisor at Almanack Investment Partners with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mercap Securities, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. In addition to his advisory role, Valleau is involved in multiple life insurance brokerage activities. Almanack Investment Partners provides investment management and financial planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs model asset allocation portfolios and a range of strategies, and is known for its adviser-managed pooled vehicles and affiliated private fund platform.

Stephen Patterson Jr. is a financial advisor at Alden Investment Group with five years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services Inc. and KeyCities. Patterson is also involved in private equity client investments through KeyCity Capital. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and third-party managers, and offers specialized retirement program design and participant education services.

Sean Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aberdeen Asset Management Inc. and Aberdeen Fund Distributors, LLC. 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 ETFs, closed-end funds, and structured investments, incorporating strategies such as options trading and the use of AI tools within a disciplined framework.

Lee Grout is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at NewSquare Capital since 2019 and previously was employed at Chartwell Partners and Killen Group Inc. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and endowments. The firm emphasizes diversified, strategic asset allocation using ETFs, individual equities, and fixed income, supported by macro and relative-strength analysis and utilizes sub-advisors for specialized investment strategies.

Daniel Smyth is a managing director at HCR Wealth Advisors in Philadelphia, PA, with five years of industry experience. He holds Series 63 and Series 65 licenses and also serves as the director of the Life, LTC, and DI Division at Relation Insurance Services, where he sells insurance products and acts as a broker for licensed agents. Smyth’s prior experience includes roles at American Brokerage Services, UBS Financial Services, and Lincoln Financial Group. HCR Wealth Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a mix of fundamental and technical analysis for individual investment policies and manages nearly $2 billion in client assets across a team of ten 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.

Philip Rogers is a financial advisor with Beam Wealth Advisors, Inc. in Newtown Square, PA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Securities America Inc before joining Beam Wealth Advisors, where he has been since 2015. Rogers also engages in the sale of life insurance and annuities to clients. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing financial planning, investment management, and retirement plan consulting. The firm uses asset allocation and diversification strategies guided by Modern and Post-Modern Portfolio Theory, with a multi-adviser platform managing over $1.3 billion in client assets.