Matthew Rittenhouse is a CFP® with 23 years of industry experience, currently affiliated with Wellfull. He previously worked at MML Investors Services, Inc. and Whipple & Associates / MassMutual Life Insurance Company for 13 years before joining Bernardo Wealth Planning LLC. Outside of his advisory role, he provides technical and compliance support as an independent contractor. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by offering financial planning, discretionary portfolio management, retirement plan consulting, and tax and accounting services through an affiliated entity. The firm emphasizes financial planning as the basis for its investment approach and manages portfolios using model-based asset allocation informed by multiple analysis methods.

William Wolf is a financial advisor at Insight Advisors, LLC in Newtown, PA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Insight Advisors since 2013. Prior to that, he was with Purshe Kaplan Sterling Investments for five years. Wolf is also a licensed insurance agent. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and various business entities. The firm provides portfolio management, financial planning, and pension consulting through a team of 15 advisors, employing a range of investment strategies tailored to client goals.

Joshua Grimes Avery is a financial advisor at Northstar Financial Companies, Inc. with three years of industry experience. He holds Series 65 and Series 63 credentials and has worked at BlackRock and Blackrock Investments, LLC. Prior to his finance career, he was employed at Barnes & Noble for five years. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and both discretionary and non-discretionary investment management across taxable and retirement accounts. The firm employs a goals-based, fundamental investment approach using mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.

Paul Orihel is a financial advisor with Insight Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Insight Advisors since 2016. In addition to his advisory work, he evaluates disability and creditable compensation requests for the New Jersey Teachers Pension and Annuity Fund. Insight Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, pension consulting, and portfolio monitoring. The firm manages approximately $785 million in client assets and employs a range of investment strategies including ETFs, mutual funds, stocks, bonds, options, and private securities.

Daniel Mccusker Jr. is a CFP® professional with 25 years of industry experience. He has been with Meridian Wealth Partners, LLC since 2017 and previously worked at Hj Wealth Management, LLC from 2014 to 2017. In addition to his advisory role, he serves as an insurance consultant. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for around 707 clients through a team of ten advisors. The firm provides comprehensive financial planning and discretionary portfolio management using a long-term, evidence-based investment approach that incorporates Modern Portfolio Theory and the Efficient Market Hypothesis.

Kurt Folcher is a financial advisor at Andrew Garrett, Inc. with 36 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. Andrew Garrett, Inc. serves a diverse client base including retail individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover guidance, utilizing a variety of investment strategies and platforms tailored to client suitability, risk tolerance, and time horizon.

Jonathan Inzero is a CFP® with 13 years of industry experience, currently serving as an advisor at Innova Wealth Partners, LLC since 2015. He holds a Series 66 license and is also a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers commissionable insurance products. Innova Wealth Partners, LLC provides discretionary portfolio management and pension consulting to individuals, trusts, pension plan participants, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers fee-based educational retirement courses and workshops.

Gregory Dob is a CFP® professional with one year of industry experience, currently serving at Kitching Partners, LLC. Prior to joining Kitching Partners, he worked at GKFO, LLC from 2009 to 2023. Kitching Partners advises individuals, families, trusts, charitable organizations, foundations, and corporations, offering discretionary investment management along with family enterprise services such as governance structuring, estate planning coordination, philanthropic giving, and strategic business consulting. The firm employs client-specific asset allocation using optimization techniques and combines active and passive strategies with fundamental and quantitative research.

Bret Elam is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been associated with Thrive Insurance Group, Thrive Capital Management, and Thrive Financial Services since 2011. Outside of his advisory work, Mr. Elam serves as Vice President of Colony Pools Service of PA, a swimming pool maintenance and servicing company. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations. The firm employs a fundamental-analysis approach with diversified model portfolios and offers access to third-party managers, managing approximately $398 million for nearly 600 clients.

Donald Jones is a CFP® and CPA with 27 years of experience in the financial industry. He has worked at firms including Verus Capital Partners, LPL Financial, and Avantax Advisory Services. In addition to his advisory role, he owns a tax preparation firm serving individuals and businesses. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base including high-net-worth individuals, trusts, corporations, and retirement plans. The firm employs a long-term, low-turnover investment strategy using primarily actively managed equity mutual funds and index bond funds, integrating tax preparation and planning services alongside portfolio management.

Jacob Siani is a financial advisor at Amplius Wealth Advisors with Series 66 registration and one year of industry experience. He previously worked at Franklin Group Financial Services/Equitable Advisors and has academic experience at Johns Hopkins University. Outside of his advisory role, he acts as power of attorney for his parents. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to third-party money managers. The firm utilizes model portfolios, outside managers, and technology platforms to customize and manage client strategies.

John Orobono Jr. is a financial advisor at Innova Wealth Partners, LLC with one year of industry experience. His prior work includes roles at Ten Holdings Inc, G2 Startup Advisors LLC, and Danis Auto (Gettacar). Innova Wealth Partners provides discretionary portfolio management and pension consulting to individuals, trusts, pension plan participants, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis, managing portfolios across various asset classes and employing both long- and short-term trading strategies.

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.

Christopher Chaves is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Beacon Bridge since 2022 and previously spent six years at Ameriprise Financial Services, Inc. Beacon Bridge Wealth Partners provides personalized financial planning and investment management to individuals, families, and entities such as family offices and trusts. The firm tailors portfolios to client objectives and risk profiles, generally using an ETF-based core complemented by other asset classes, and follows a fundamental, long-term investment approach with regular portfolio reviews.

Joseph Betti is a financial advisor with Andrew Garrett, Inc. in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sw Bach & Company since 2005. Betti is also involved with Princeton Financial as a separate business activity. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients through discretionary and non-discretionary management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model with various program sponsors and offers customized portfolio strategies including ESG-focused options.

Steven Girard is a financial advisor with Northstar Financial Companies, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Longview Wealth Management and Cambridge Investment Research, Inc., and serves as president and sole owner of Northstar Financial Companies. Outside of advising, he is the CFO of his spouse’s interior design business. Northstar Financial Companies serves individual and high-net-worth clients, trusts, and closely held businesses with comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment approach using mutual funds, equities, fixed income, and options, and offers wrap-fee and separately managed account programs.

James Harrington is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has been with Bluesphere Advisors LLC since 2018 and previously worked at Stone Toro Investment Advisors and Stone Toro Wealth Management LLC. Bluesphere Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a long-term investment process combining fundamental and technical analysis, utilizing separately managed accounts with the ability to trade individual securities and use derivatives for hedging or additional exposure.

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 at Thrive Capital Management, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles within the Thrive group of companies since 2020, as well as prior experience with Liberty Partners Financial Services, Efficient Advisors, and Boenning & Scattergood. Outside the financial sector, he was affiliated with Nicks Roast Beef from 2014 to 2018. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations by providing discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm utilizes diversified model portfolios, fundamental analysis, and third-party sub-advisors to tailor client strategies and conducts formal quarterly reviews and rebalancing.

Tasha Miles is a financial advisor at Sharp Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and J Alden Associates. Outside of her advisory role, she is an independent real estate agent assisting buyers and sellers in residential and commercial transactions. Sharp Financial provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that integrates proprietary strategies with third-party quantitative analysis and daily market data.