George Limbach is a financial advisor with Compass Ion Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Compass Ion Advisors since 2008 and at Keel Point since 2023. Outside of his advisory work, he serves as treasurer for St. Mary Magdalene Community, president and board chair of PAR-Recyle Works, a nonprofit providing employment to ex-offenders, and is involved with nonprofit music and missionary organizations in governance and investment oversight roles. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations, managing approximately $1.59 billion in assets. The firm employs a team-driven approach focused on strategic asset allocation and long-term holding periods, utilizing a range of investment products and providing integrated financial planning with ongoing portfolio management.

Lucas Morreale is a financial advisor at Ventura Wealth Management with five years of industry experience. He holds a Series 66 designation. His work history includes roles at Ameriprise, American Portfolios Financial Services Inc., and experience in public service with the United States Senate and House of Representatives. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a model-based investment approach combining fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.

Kathleen Burke is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Equita Financial Network, Inc. and has previously worked at Method Financial Planning, Inc. and The Investment Center, Inc. She holds Series 63 and Series 66 licenses. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

William Hall is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Conservest Capital Advisors Inc since 2019, following prior roles at Bank of America and Merrill Lynch. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes a customized investment strategy based on macroeconomic analysis and scenario planning, managing portfolios in-house with a focus on long-term, low-turnover investments using ETFs, no-load mutual funds, and selected bonds.

Paul Zablotney is a financial advisor at Liberty One Wealth Advisors in Philadelphia, PA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Fette Sav. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, retirement accounts, and select charitable and institutional clients. The firm’s investment approach is goals-driven, focusing on asset allocation with exchange-traded funds, periodic rebalancing, and customized portfolio oversight tailored to client risk tolerance and cash-flow needs.

Marvin Barron is a CFP® with 14 years of industry experience, currently serving as an advisor at TGS Financial Advisors since 2022. Prior to joining TGS, he was self-employed for eight years. Outside of his financial advisory role, he operates MLB Consulting, providing personal coaching focused on personal growth topics. TGS Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and participant-directed retirement plans with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm is notable for sponsoring wrap-fee programs and offering a specialized advisory track for new medical professionals.

Ira Feldman is a financial advisor with Integrity Investment Advisors, LLC, holding eight years of industry experience. He is also a partner in the accounting practice Bush Tecosky Goodman Feldman, LLC, where he has been involved since 1990. Integrity Investment Advisors, LLC serves individuals, families, trusts, non-profits, pension plans, and businesses, managing approximately $67 million across about 170 client relationships. The firm uses a fiduciary approach focusing on diversified, low-cost, tax-aware, long-term investment strategies and integrates financial planning with portfolio management.

Maxwell Camp is a financial advisor at tru Independence Asset Management, LLC with 12 years of industry experience. He previously worked at Brinker Capital and Orion Portfolio Solutions before joining his current firm in 2023. Maxwell holds Series 63 and Series 65 licenses. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and other institutional and business clients. The firm manages approximately $336.9 million in client assets and uses both active and passive strategies across multiple asset classes, incorporating digital platforms and third-party managers to create diversified portfolios.

Matthew Barr is a financial advisor at Wick Capital Partners, LLC, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at Wick Capital Partners since 2019 and previously spent four years at Axa Advisors, LLC. Wick Capital Partners provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, managing approximately $930 million in discretionary assets. The firm develops portfolios from comprehensive financial plans and manages accounts using fundamental analysis with a mix of active and passive strategies, also offering retirement-plan consulting under ERISA frameworks.

Caitlin Escoffery is a financial advisor at Beacon Bridge Wealth Partners, LLC with a Series 65 designation and five years of industry experience. Prior to joining Beacon Bridge in 2021, she worked at Kaplan International from 2012 to 2020. Beacon Bridge Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, and institutional clients, tailoring portfolios to client-specific financial conditions and goals with a generally long-term investment approach. The firm utilizes a range of investment vehicles and incorporates third-party platforms for portfolio management and rebalancing.

David Loesser is a CFP® with 22 years of industry experience and has been with The Estate Planners Group since 2006. He holds Series 63 and Series 66 licenses and serves as managing member and manager for multiple pooled investment vehicles through affiliated entities. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and consulting, often managing client accounts on a discretionary basis with diversified allocations and fundamental analysis.

Allison Hershey is a CFP® professional with six years of experience in financial advising. She currently works at Fruitful and has held prior roles at Ellevest, ChroniFI, Zenith Solutions, and The Marshall Financial Group. Outside of advising, she provides financial coaching and consulting through her business, Money Conscious, focusing on the emotional aspects of financial decision making and helping companies develop service models for younger generations. Fruitful Advisory delivers financial planning and discretionary investment management to individual members through a subscription-based model. The firm emphasizes diversified, low-cost portfolios primarily using passive ETFs and index funds, with planning grounded in CFP® principles and ongoing client collaboration.

Jason Walsh is a financial advisor at Cresap, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cresap since 2000. Walsh also acts as an agent on some insurance policy sales outside of the broker/dealer's books and records. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm provides both fee-based and transaction-based portfolio management and advisory services, with a focus on non-discretionary client relationships and an affiliated clearing relationship with Wells Fargo.

Gregory Young is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 15 years of industry experience. He has been with RTD Financial Advisors for 10 years and holds the Series 63 and Series 65 designations. RTD Financial Advisors is a SEC-registered, multi-team advisory firm serving individuals, families, and institutional clients such as pension plans, trusts, and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and a structured retirement-plan practice including fiduciary investment management and pooled employer plans.

Mercedes Petrellis is a financial advisor at Comprehensive Investment Management, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at iPipeline and Advanced Technology Services. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm employs a long-term, low-turnover investment strategy using primarily no-load, actively managed equity mutual funds with significant foreign exposure and index bond funds, and integrates tax preparation and planning through its affiliation with accounting services and a team with diverse professional credentials.

Daniel Roccato is a financial advisor with Quaker Wealth Management LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Quaker Wealth Management since 2006 and is also involved in broadcast television news as a financial expert and analyst since 2009. Roccato serves in roles at the University of San Diego and with Fox affiliates. Quaker Wealth Management advises individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, and specialized Family CFO services for households with at least $5 million in investable assets. The firm employs a collaborative investment process focused on asset allocation and integrates tax and estate professionals to support clients’ financial needs.

Adam Peltzman is a CFP® with 24 years of experience in financial advising. He has worked at Certior Financial Group, LLC since 2017 and previously held roles at Mutual Securities, Inc. and Voya Financial Advisors. Outside of financial advising, he serves on the board of a nonprofit organization focused on volunteering, support, and fundraising. Certior Financial Group provides personalized financial planning and asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a client-tailored investment process using a mix of active and passive vehicles and emphasizes downside risk mitigation as part of portfolio construction.

Brook Hart is a CFP® professional with nine years of industry experience. He is currently with Presilium Private Wealth, LLC, where he has worked since 2022. Prior to this, he held roles at Bank of America, N.A. and Merrill. Presilium Private Wealth is a discretionary investment adviser managing approximately $671.7 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing a fiduciary, client-centered approach that integrates fundamental analysis with a mix of passive and active strategies across a broad investable universe.

Winfield Young is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 66 designation and 26 years of industry experience. He has worked at Clearview since 2018 and previously was with The Wharton Advisory Group and LPL Financial. 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 in assets across 600+ client relationships, employing an open-architecture investment approach that includes specialized sub-advisers, tactical and quantitative methods, and private market allocations.

David Ritrovato is a CFP® with 35 years of industry experience, currently serving as an advisor at BlueSphere Advisors LLC since 2016. He holds a Series 63 license and is based in East Norriton, PA. BlueSphere Advisors LLC provides investment management and financial planning services to individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions. The firm uses a primarily long-term, portfolio-driven approach that incorporates institutional mutual funds, ETFs, individual equities, fixed income, and derivative strategies for risk management.