David Muntz is a financial advisor at Muntz Financial, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Muntz Financial since 2007. Outside of his advisory work, he serves as a board member and treasurer of The McKeown Foundation, a nonprofit supporting families dealing with Alzheimer's and dementia, and volunteers as a little league softball coach in Warrington, PA. Muntz Financial provides fee-only investment advisory services to individuals, trusts, estates, plans, corporations, and private funds. The firm employs a core-satellite investment approach using fundamental, technical, cyclical, and charting analysis and offers management of private equity, limited partnerships, and pooled investment vehicles.

Andrew Gilinsky is a financial advisor with CPC Financial Planning, Inc. in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial LLC since 2019 and previously spent 22 years at Royal Alliance Associates, Inc. Gilinsky is also involved with Clairmont, Paciello & Co., P.C., a CPA firm specializing in tax preparation and accounting. CPC Financial Planning, Inc. provides fee-based financial planning services to individuals, corporations, and other business entities, focusing on comprehensive written plans without offering investment management or discretionary portfolio services. The firm integrates financial planning with affiliated tax and insurance services, serving a small active client base through a team of six advisors.

Kyle Bruner is a financial advisor at Innova Wealth Partners, LLC with one year of industry experience. Prior to joining Innova, he worked at Mary Beaver White Building and On The Level Construction, LLC. He also has a background in education, having worked at Dallastown Area High School. Innova Wealth Partners provides discretionary portfolio management, financial planning, pension consulting, and educational retirement courses to individuals, trusts, pension plan participants, and businesses. The firm manages approximately $284 million in discretionary assets, constructing portfolios with ETFs, mutual funds, and other securities across various asset classes while employing fundamental, technical, and cyclical analysis.

Chad White is a financial advisor with LRI Investments, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Equitable Advisors, AXA Advisors, and Milford Enterprises Inc. He is currently affiliated with JKJ Financial Services and M Holdings Securities in addition to his position at LRI Investments. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm constructs tailored portfolios using mutual funds, ETFs, and individual securities, with an emphasis on ongoing supervision and adjustments for tax planning, market conditions, and client objectives.

Thomas Cahill is a financial advisor at Ventura Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ventura Wealth Management since 2010, as well as at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Cahill is affiliated with professional organizations such as the CFA Institute and the New York Society of Securities Analysts, though he holds no active responsibilities with them. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model portfolio and asset-allocation framework that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic assessment.

Jeffrey Wesnofske is a financial advisor at Clear Capital Management LP in Doylestown, PA, holding Series 65 and Series 66 designations with 14 years of industry experience. He has been with Clear Capital Management for 12 years. Clear Capital Management LP provides discretionary portfolio management and financial planning to individuals, trusts, estates, and certain retirement and corporate plans. The firm uses proprietary quantitative models and a "Natural Selection" algorithm to manage client portfolios, which may include ETFs, covered-call strategies, and opportunistic IPO participation.

Glenn Williams is a financial advisor with Northstar Financial Companies, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has served as president of A.H. Williams, an investment adviser specializing in municipal bonds, since 2002. Northstar Financial Companies, Inc. provides comprehensive financial planning and investment management for individual and high-net-worth clients, utilizing a goals-based, fundamental investment approach across various asset types. The firm offers discretionary and non-discretionary services, including a wrap-fee program and specialized equity and fixed-income strategies.

Morgan Frees is a Wealth Advisor at Addison Capital with four years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Ernst & Young. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios across a broad range of instruments and manages over $1.1 billion in assets with a small advisory team.

Christopher Mallon is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has been with Pennsylvania Capital Management Inc. since 2018 and previously worked at Hobbs Group Advisors, LLC. The firm provides individualized investment management, consulting, financial planning, and private fund advice to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. Pennsylvania Capital Management manages approximately $848.6 million in assets and employs a mix of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services across multiple offices.

Joseph Hogan is a CFP® professional with seven years of industry experience, currently serving as an advisor at WealthFD. His prior roles include positions at Mariaca Wealth Management, LLC and RTD Financial Advisors, Inc. Outside of advising, he is a partner in MortgageFD LLC, an independent mortgage brokerage, and is involved in affiliated accounting and dental consulting businesses. WealthFD provides advisory services to individuals, high-net-worth clients, and retirement plans, offering portfolio management, financial planning, and pension consulting, including ERISA 3(21) and 3(38) services. The firm’s investment approach integrates fundamental, quantitative, and technical analysis, with a distinctive blend of accounting and mortgage brokerage services that enhance its wealth management offerings.

Earl Clairmont Jr. is a CFP® with 38 years of experience in financial planning. He is affiliated with CPC Financial Planning, Inc., where he has worked since 1988. Prior to and alongside this, he has been involved with Tanglewood Financial Services, Inc. and Clairmont, Paciello & Co., P.C., providing services related to tax preparation and accounting for over 50 years. CPC Financial Planning, Inc. offers written financial plans, annual monitoring, and hourly advice to individuals, corporations, and business entities, focusing on coordinated recommendations across investments, tax planning, retirement, insurance, and estate matters without discretionary portfolio management. The firm integrates planning with accounting and tax services through its team of CPAs and CFP® professionals, combining fee-for-service financial planning with affiliated brokerage and insurance activities.

Jessica Han is a financial advisor at Nest Egg with eight years of industry experience and holds a Series 66 designation. She previously worked at Cetera and Flushing Bank. Outside of her advisory role, she serves as First Vice President of the Flushing Central Lions Club International, contributing to community service. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet- and kiosk-based advisory program. The firm employs proprietary quantitative and qualitative models to manage diversified portfolios on a discretionary basis, serving a large client base primarily via intermediated distribution.

Matthew Mcinerney is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding a Series 65 designation and five years of industry experience. He previously worked at Navigant Consulting from 2014 to 2018 before joining Insight Advisors. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting through a multi-advisor team, employing a range of investment strategies including stocks, bonds, options, and cryptocurrency products.

Lauren O'Neill is a Series 65-licensed advisor at Elevated Capital Advisors, LLC with two years of industry experience. Her prior work includes roles at GJO Financial, Grandview Hospital, and Pondel Wilkinson. Outside of advising, she contributes as a freelance writer for the Bucks County Herald. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, and institutions by offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside third-party risk assessment tools to tailor strategic and tactical asset allocation.

Matthew Harrison is a financial advisor at Thrive Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at LPL Financial, M&T Securities, Allied Wealth Partners, Minnesota Life Insurance Company, Securian Financial Services, and Forerunner Capital Management. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, seminars, and access to private placements. The firm uses diversified model portfolios with fundamental analysis and engages third-party sub-advisors to tailor investment strategies.

Nicholas Neilio is a financial advisor at Kitching Partners, LLC with one year of industry experience. He previously worked at Forefront Analytics, LLC and GKFO, LLC, where he spent over a decade combined. Kitching Partners advises individuals, families, trusts, charitable organizations, foundations, and corporations, providing 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 integrates both active and passive strategies, fundamental and quantitative research, and alternative investments when appropriate.

Jaeden Cruz is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Presilium Private Wealth, LLC since 2026 and previously held roles at BNY Securities Corporation, United Capital Financial Advisors, LLC, and Equitable Advisors, LLC. Earlier in his career, he worked in various industries including hospitality and political campaigning. 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 and financial planning alongside business consulting services, utilizing a fiduciary approach that combines fundamental analysis with active and passive strategies across a broad investable universe.

Ian Foster is a financial advisor at Innova Wealth Partners, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Innova Wealth Partners since 2013. In addition to his advisory role, Foster is a licensed insurance agent with Innova Settlement Services, LLC and occasionally offers related products to clients. 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 across various asset classes and incorporates third-party sub-advisory and held-away account services as part of its investment approach.

John Wilmerding is a financial advisor at Thayer Partners LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network and Thayer Partners. Outside of his advisory role, Wilmerding serves on the advisory board of AmigoData, a company focused on energy efficiency for data centers, and hosts an informational podcast featuring business owners discussing their legacy. Thayer Partners LLC provides customized wealth management, financial planning, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term investment approach emphasizing fundamental analysis and diversified portfolios, serving clients through a multi-office network.

Glen Coral is a financial advisor at LRI Investments with 43 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LRI Investments, he was involved with JKJ Financial Services, M Holdings Securities, Inc., and Turning Point Wealth Strategies, where he serves as president and sole managing member. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as to businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers customized investment management and retirement plan consulting with an emphasis on ongoing portfolio supervision and rebalancing tailored to client objectives.