Colton Growney is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently with Gibraltar Wealth Management, LLC and has previously worked at firms including Costello Asset Management Inc, The Colony Group, LLC, and Hotaling Investment Management, LLC. Gibraltar Wealth Management, LLC provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages approximately $213 million in assets and advises on an additional $100 million, offering a focused service model that includes specialized programs such as Relative Strength advisory and ERISA fiduciary support.

John Heisler III is a financial advisor at Quaker Wealth Management LLC in Moorestown, NJ, holding the CFP® and Series 66 credentials with 24 years of industry experience. He has worked at Quaker Wealth Management since 2018 and previously spent seven years at Summit Financial Group and Summit Brokerage Services, as well as two years at Ameriprise. Quaker Wealth Management serves individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and a Family CFO service for households with at least $5 million in investable assets. The firm employs a collaborative investment approach combining economic analysis with security selection and emphasizes tax and estate planning integration.

Lawrence Hollin is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. He holds a Series 63 designation and has worked at Invicta Capital, SSG Capital Advisors, LLC, and CV Brokerage Inc. Outside of his advisory role, he is involved in business consulting through Arch Street Advisors. Invicta Advisors provides portfolio management, financial planning, and targeted consulting to individuals, pension plans, charitable organizations, and corporations. The firm combines fundamental, quantitative, and qualitative analysis in its investment approach and offers a range of advisory arrangements, including discretionary and non-discretionary services.

Brad Schank is a financial advisor with PTS Brokerage, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with PTS Brokerage since 2009 and is also involved with PTS Tax Advisors, where he provides tax preparation services. Additionally, he owns a business selling life and health insurance. PTS Brokerage, LLC is a team-based firm that provides investment supervisory and money management, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm uses tailored portfolios based on client objectives and risk tolerance, employing both fundamental and technical analysis, and offers derivatives and options strategies primarily for larger accounts.

Patrick Greenhalgh is a financial advisor at Lansing Street Advisors with nine years of industry experience. He holds the Series 66 designation. His prior work includes positions at RBC Capital Markets and Merrill, among others. Outside of finance, he worked for Deckpro Powerwash Company for a year. Lansing Street Advisors is a team-based firm serving individuals, high-net-worth clients, trusts, and estates with discretionary and non-discretionary wealth management, portfolio management, and financial planning. The firm focuses on long-term, fundamental analysis-driven investing primarily using exchange-traded funds, while also incorporating mutual funds, individual equities, fixed income, and external managers when appropriate.

Michael Corley is a financial advisor at Cora Capital Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Corley is also involved with Cora Capital Assurance, a non-investment related business. Cora Capital Advisors serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses by providing discretionary portfolio management and financial planning services. The firm emphasizes a long-term, fundamentals-driven investment approach using diversified, low-cost mutual funds and ETFs, and integrates accounting expertise through its affiliation with an accounting firm.

Jordan Cohen is a financial advisor at Thrive Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrive Capital Management since 2018. In addition to his advisory role, Cohen is involved with Thrive Insurance Group, LLC and Thrive Financial Services, LLC. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, providing discretionary portfolio management, financial planning, and educational services. The firm utilizes diversified model portfolios with fundamental analysis and incorporates third-party sub-advisors to tailor investment strategies.

Kevin Kennedy is an investment advisor representative at MFG Investments, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc. and Triton Pacific Securities, LLC. In addition to his advisory role, he hosts a podcast called Money Moves under MFG Investments. MFG Investments serves individual clients across a range of wealth levels, providing discretionary portfolio management and financial planning. The firm employs strategies such as fundamental analysis and modern portfolio theory, offering tailored investment solutions and educational seminars.

Jason Ray is a financial advisor at Zenith Wealth Partners in Philadelphia, PA, with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Carnegie Wealth Management and Strategic Financial Alliance. Outside of his advisory role, he serves on several nonprofit boards focused on community development and youth programs, including Vetri Community Partnerships, Students Run Philly Style, Cobbs Creek Foundation, and the Leon H. Sullivan Charitable Trust. Zenith Wealth Partners serves individuals, small businesses, retirement plan sponsors, and charitable organizations by providing financial planning, portfolio management, business planning, retirement plan consulting, and evaluation of direct private investments. The firm’s investment approach combines long-term capital-market assumptions with diversified index exposures and selective active management, monitored through documented policies and a multi-factor scoring framework.

William Wylie Jr. is a financial advisor at Mitchell Sinkler & Starr with 35 years of industry experience. He has been with the firm since 1980. Mitchell Sinkler & Starr serves high-net-worth individuals and families, as well as estates, trusts, endowments, and foundations, providing separately managed portfolio services and financial advice. The firm emphasizes long-term, goal-based investing with a combination of top-down macro analysis and bottom-up fundamental research.

Christopher Greer is a financial advisor with GSG Advisors, LLC in Mt. Laurel, NJ, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with GSG Advisors since 2002. Outside of his advisory role, the firm owns an independent insurance agency. GSG Advisors provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, using a range of investment vehicles and conducting regular portfolio reviews tailored to clients’ time horizons, tax considerations, and risk tolerance.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Steven Durdin is a financial advisor at Encompass More Asset Management LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lincoln Investment and Global View Capital Management. Outside of his advisory role, he is a managing member of Wesley Jordan Planning Partners, LLC, and provides limited consulting and financial assistance to a mobile detailing business owned by his son. Encompass More Asset Management LLC serves primarily individual and high-net-worth clients, offering discretionary portfolio management and financial planning through model-based strategies that incorporate proprietary and third-party sub-advisers. The firm manages approximately $985 million across 85 advisors and provides access to a variety of investment options, including traditional assets and digital-asset-related exposures.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.

Grant Rawdin is a CFP® professional with 34 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 1987. He holds a Series 63 license and is based in Philadelphia, PA. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process supported by individualized Investment Policy Statements.

John Reilly is a CFA® charterholder with 14 years of industry experience. He has been with 1919 Investment Counsel, LLC since 2005. The firm provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. 1919 Investment Counsel constructs customized portfolios focused on mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, and operates as a subsidiary of Stifel Financial Corp.

Scott Merkel is a financial advisor at Capital Analysts with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Lincoln Investment Planning, Inc. since 2004. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm provides investment management both on a discretionary and non-discretionary basis, supported by an in-house Investment Management & Research team that utilizes a proprietary mutual fund screening process.

Joseph Johnston is a financial advisor with Capital Analysts, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley before joining Lincoln Investment Planning, where he has spent 12 years. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Timothy Ferko is a CFP® and ChFC® with 27 years of experience in the financial industry. He has worked at Wescott Financial Advisory Group LLC since 2021 and previously spent 16 years at Allstate Insurance Company. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, and corporations. The firm employs an open-architecture, multi-manager investment approach blending passive and active strategies, and offers services such as portfolio management, pension consulting, family office solutions, and trustee services.

Vincent Tassone is a financial advisor with Realta Investment Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Causeway Securities LLC, Raymond James & Associates, INC, and First Trust Portfolios L.P. He was also involved with Vinni's Pizza West Deptford, LLC, indicating experience outside the financial sector. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services through a network of advisors, serving individuals, pension plans, and institutional clients. The firm employs individualized strategies that utilize diverse asset allocations and offers multiple portfolio management and consulting options, including third-party manager programs and held-away account management.