Bradley Garges is a CFP® and Series 66 license holder affiliated with Prepared Retirement Institute LLC. He has three years of industry experience, including prior roles at Cetera and Musselman Financial Solution. He is a member of the Philadelphia Estate Planning Council. Prepared Retirement Institute LLC serves individual and corporate clients by offering discretionary portfolio management and financial planning, managing approximately $307 million in assets. The firm uses tailored model portfolios, fundamental analysis, and a held-away management platform to oversee defined contribution and other externally held accounts.

Peter Miller is a financial advisor at Argyle Capital Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Argyle Capital Management since 2012. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts. The firm customizes asset allocation among equities, fixed income, and cash, emphasizing fundamental equity research, low turnover, and tax-efficient portfolio management.

Christopher Torzone is a financial advisor at Christine Messmer, P.C. with a Series 65 designation and one year of industry experience. His prior work includes positions at Pennsylvania State University and local schools in the Collegeville, PA area. Christine Messmer, P.C. provides financial planning and investment advisory services to individuals, high-net-worth clients, and small business owners. The firm offers tailored investment policies and primarily manages portfolios on a non-discretionary basis, using third-party research and proprietary planning software to support client interactions and reporting.

Mark Vandenburg is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Prepared Retirement Institute LLC and previously spent 11 years at The Vanguard Group, Inc. In addition to his advisory role, he develops and provides webinars to clients through The Goddard School in Collegeville, PA. Prepared Retirement Institute LLC provides discretionary portfolio management and financial planning primarily to individual and select corporate clients. The firm uses a tailored investment approach that includes fundamental analysis, long-term strategies, and third-party technology to manage held-away retirement accounts.

Shayn Horrocks is a financial advisor at Great Oak Wealth Management, Inc with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Long Financial Group. Outside of his advisory role, he is employed as a delivery driver for DoorDash. Great Oak Wealth Management serves individuals and families, including high-net-worth clients, as well as corporations, retirement plan sponsors, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary investment management, and retirement plan consulting, focusing on asset allocation, fundamental analysis, and mutual fund/ETF selection, with client relationships documented and reviewed regularly.

Dawn Marx is a financial advisor at Argyle Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has been with Argyle Capital Management since 1994. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts on a fee-only basis. The firm emphasizes fundamental equity research, a long-term buy-and-hold investment approach, and actively manages fixed income and cash positions while tailoring portfolios to individual client objectives.

Troy Moyer is a CFP®-certified financial advisor with 21 years of industry experience. He is the principal of Moyer Wealth Management in Lansdale, PA, where he has worked since 2017, following previous roles at First Capital Advisors Group and HJ Wealth Management LLC. Outside of financial advising, he serves on the board of a local youth soccer league. Moyer Wealth Management provides investment advisory services, portfolio management, and financial planning to individual and high-net-worth clients. The firm combines tax preparation and bookkeeping through its CPA ownership and employs a range of investment strategies tailored to clients’ objectives, risk tolerance, and time horizons.

John Shumski is a financial advisor with Networth Asset Management, Inc. He holds a Series 66 designation and has 20 years of industry experience. Mr. Shumski has worked at several firms including Ausdal Financial Partners, Transitional Broker LLC, and Intercarolina Financial Services. Outside of his advisory role, he serves as president of Shumski Financial Group, which sells insurance and provides consulting for debt and estate management, and he is a board member of the National Association Insurance and Financial Advisors state board. NetWorth Asset Management provides fee-based investment advisory and consulting services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm serves both individual and high-net-worth clients, primarily using model portfolio asset allocations based on stated objectives and conducting regular account monitoring and suitability reviews.

Ceida Branca is a financial advisor at Limerick Financial Group, LLC with a Series 65 designation and five years of industry experience. She has been with Limerick Financial Group since 2020 and previously worked at Merrill Lynch. Her work history also includes roles outside the financial sector at Temple University, Retro Fitness, and Norristown Area High School. Limerick Financial Group provides portfolio management, financial planning, and consulting services to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis and various trading approaches, offering proprietary asset-allocation and specialty models that include long/short and leveraged mutual-fund strategies alongside traditional investments.

Andrew Dziedzic is a financial advisor at Prepared Retirement Institute LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Strategies Advisory and Geneos Wealth Management. Outside of advising, he is involved in tax preparation services and acts as an independent representative for various fixed insurance carriers. Prepared Retirement Institute LLC provides discretionary portfolio management and financial planning primarily to individual and select corporate clients. The firm uses tailored portfolios, third-party model portfolios, and direct mutual fund platforms, emphasizing fundamental analysis, long-term strategies, and ongoing portfolio monitoring.

James White is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. He has been with Great Oak Wealth Management, Inc since 2021 and previously operated JH White Financial Services, LLC for 16 years. Outside of advisory work, he is employed as a Network Planner I at Verizon Communications, where he designs and plans outside plant facilities for telephone and high-speed services. Great Oak Wealth Management serves individuals, families, corporations, retirement plan sponsors, trusts, estates, and charitable organizations. The firm provides financial planning, discretionary investment management, retirement plan consulting, and participant account management, using an investment approach focused on asset allocation, fundamental analysis, and mutual fund/ETF selection.

Eric Landes is a financial advisor at IVC Wealth Advisors LLC with 26 years of industry experience. He holds a Series 63 designation and has been with IVC Wealth Advisors since 2014. His prior experience includes roles at Kestra Investment Services LLC and Private Client Services. Outside of his advisory role, Landes is involved as president of IVC Insurance Agency and participates in professional employer organization activities. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and retirement-account planning, utilizing fundamental, quantitative, and modern portfolio theory analyses to create tailored model allocations.

Paul Mccolgan is a financial advisor with IVC Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Private Client Services and Kestra Advisory Services LLC. He serves as vice chairman of Perkasie Industrial Development, a nonprofit-focused organization that facilitates lower interest rate loans for community-benefiting projects. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $455 million and uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment portfolios tailored to client needs.

Thomas Hanvey is a financial advisor at Quadrant Private Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Quadrant Capital and Saucon Valley Country Club. Outside of his advisory role, he is involved with DUBCMEDIA, LLC, a social media marketing company. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a diverse client base, employing a top-down investment approach focused on risk management and offering a proprietary enhanced equity strategy.

Louis Hershman is an investment advisor representative at Oaktree Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oaktree Advisors since 2013, following a 16-year tenure at PKS Investments and a recent position at Madison Avenue Securities. He is also a licensed insurance agent offering fixed annuities and life insurance products. Oaktree Advisors LLC provides personalized investment management and integrated financial planning to individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm serves a range of households, including high-net-worth and non-HNW individuals, and implements portfolios through written investment policy statements with diversified asset allocations.

David Gotwals is a financial advisor at IVC Wealth Advisors LLC with 25 years of industry experience. He holds the ChFC® designation and has worked at Kestra Advisory Services LLC and Kestra Investment Services LLC before joining IVC Wealth Advisors in 2014. Outside of advising, he is involved with Clear Employer Services, a professional employer organization providing HR services to small businesses. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $455 million using a tailored investment approach that incorporates fundamental, quantitative, and modern portfolio theory analyses alongside automated asset allocation and tax management strategies.

Brock Hewitt is a CFP® professional at Wellfull with three years of industry experience. He has worked at multiple firms, including Bernardo Wealth Planning, Cambridge Investment Research, Cetera, and Commonwealth Financial Network. His background also includes roles outside finance, such as positions at Liberty University and Plumstead Christian School. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm uses a client-centered financial planning approach to guide investment management and offers model-based asset allocation combined with multiple analysis methods and access to private investment vehicles.

Joseph Zaccardi is a CFA® charterholder with four years of industry experience. He is currently with Atlas Private Wealth Advisors in Lansdale, PA, having previously worked at firms including LPL Financial, Osaic Wealth, Inc., Lincoln Financial Advisors, Cresset Asset Management, and Drexel Morgan Capital Advisers. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Francis Lawler III is a financial advisor at Quadrant Private Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Quadrant since 2017. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a diverse client base including individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment process with an emphasis on risk management and offers a proprietary equity strategy that generates income primarily through writing options.

David Coult is a CFP® and ChFC® with 28 years of industry experience. He has been with Milestone Financial Associates, LLC since 2011, where he serves as co-owner and president. Prior to and alongside his current role, he was affiliated with CommonWealth Financial Network for 14 years. Outside of advisory work, he is involved in insurance businesses and holds several ownership interests in related entities. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes asset allocation based on fundamental analysis and manages portfolios primarily on a discretionary basis using mutual funds, ETFs, stocks, and bonds tailored to client objectives.