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® with 26 years of industry experience, currently serving as an advisor at Meridian Wealth Partners, LLC since 2017. His prior roles include positions at Hj Wealth Management, Elko Financial Advisors, Commonwealth Financial Network, and Cincinnati Analysts, Inc. He also works as an insurance consultant outside of his advisory practice. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients through a ten-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, evidence-based investment approach grounded in 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® professional with 13 years of industry experience, currently serving 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 clients insurance products. Innova Wealth Partners provides discretionary portfolio management and financial planning services to individuals, trusts, pension plan participants, and businesses. The firm employs fundamental, technical, and cyclical analysis to implement investment strategies and frequently utilizes specialized sub-advisors while maintaining discretionary trading authority and ongoing oversight.

Gregory Dob is a CFP® professional with two years of industry experience, currently serving at Kitching Partners, LLC. Prior to this, he was with GKFO, LLC for 14 years. Kitching Partners advises individuals, high-net-worth families, trusts, charitable organizations, and corporations, offering fee-only investment management alongside family enterprise services such as family governance, estate planning, philanthropic advising, and strategic business consulting. The firm uses asset-allocation frameworks that combine fundamental research with quantitative methods, integrating both active and passive strategies, and considers cross-border and tax-related factors in its management approach.

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.

Richard Biele is a financial advisor at Bucks Capital Advisers with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Andrew Garrett, Inc. for 19 years. Outside of his advisory work, he is involved with Brack Advisors LLC. Bucks Capital Advisers provides asset management, comprehensive portfolio management, and retirement plan consulting for a diverse client base including individuals, trusts, non-profits, pension and profit-sharing plans, private funds, and businesses. The firm manages approximately $670.7 million in client assets, employing a range of investment strategies and regularly monitoring and rebalancing client portfolios.

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.

Luke Porter is a Certified Financial Planner™ (CFP®) with 14 years of experience in the financial services industry. He is currently with Compass Ion Advisors, LLC and previously worked at Keel Point, APW Capital, Inc. (formerly CAMAS), and Portfolio Strategy Team, LLC. Outside of his advisory role, Porter serves as interim board chair of The Divorce Recovery Center, a nonprofit assisting individuals through divorce. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and nonprofit institutions, offering comprehensive financial planning, investment advisory, and retirement plan consulting. The firm employs a team-driven model with a focus on strategic asset allocation, long-term holding periods, and a diversified use of investment vehicles including ETFs, mutual funds, and separately managed accounts.

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 financial planning to individuals, trusts, pension plan participants, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis and frequently employs specialized sub-advisors while maintaining discretionary trading authority and ongoing oversight.

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 at Beacon Bridge Wealth Partners, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, Inc. for six years prior to joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment management services to individuals, families, and entities such as family offices and trusts. The firm’s investment approach is fundamentally long-term, typically centered on ETF-based portfolios with allocations to various asset classes, and includes regular portfolio monitoring and formal 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.

John Riley is a CFA® credentialed financial advisor with six years of industry experience, currently practicing at Barton Investment Management, LLC. He has been with Barton since 2006 and holds Series 63 and Series 65 licenses. Barton Investment Management provides discretionary portfolio management and advisory services to individuals, high net worth clients, retirement plans, charitable organizations, trusts, estates, and business entities. The firm employs a fundamentally driven, concentrated investment approach focused on long-term holdings and tax-efficient outcomes.

Steven Girard is a financial advisor with Northstar Financial Companies, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior firms include Cambridge Investment Research, Commonwealth Financial Network, and Longview Wealth Management. Outside of his advisory role, Girard serves as CFO of his spouse’s interior design business. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and discretionary and non-discretionary investment management. The firm employs a goals-based, fundamental investment approach using mutual funds, ETFs, equities, and fixed income, and offers equity-only model portfolios and options strategies through separately managed accounts.

James Harrington is a CFA® charterholder with 16 years of industry experience. He has been with Bluesphere Advisors LLC since 2018 and previously worked at Stone Toro Investment Advisors and Bluestone Capital Management. Bluesphere Advisors serves individuals, trusts, pension and profit-sharing plans, and other institutions, providing discretionary and non-discretionary investment management, financial planning, and business-transition consulting. The firm emphasizes a long-term, portfolio-driven investment approach using mutual funds, ETFs, individual equities, fixed income, and derivatives for hedging and risk management.

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.

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.