Charles Naddaff II is a financial advisor with Glen Eagle Advisors, LLC, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked at Glen Eagle Wealth, LLC, Naddaff Consulting, and Glen Eagle Advisors since 2016. In addition to his advisory role, he operates as an independent licensed insurance agent and provides business consulting services through Naddaff Consulting Services, Inc. Glen Eagle Advisors, LLC offers investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a client-specific approach to portfolio construction, using fundamental and technical analysis within a primarily buy-and-hold framework, and they provide access to third-party managers and alternative investments for qualifying clients.

Thomas Aichele is a CFP® certified financial advisor with over three years of industry experience, currently serving at Clear Capital Management LP. His prior work includes roles at Ginkgo Bioworks Holdings, Inc, The Swarthmore Group, and PNC Bank. He is a non-paid member of the Bond Club of Philadelphia, a nonprofit organization focused on fixed income education and networking among investment professionals. Clear Capital Management LP provides discretionary portfolio management and financial planning services primarily for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, tailored to different account types and utilizing selective investment tools.

Sean Green is a financial advisor at Amplius Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has a background that includes roles in therapy services and higher education. Outside of his advisory work, he is a personal trainer with Main Line Boxing LLC. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to fee-based insurance and third-party money managers. The firm uses third-party platforms and maintains affiliations that support tailored investment solutions and operational resources.

John Cole is a financial advisor at Accelerate Retirement with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Sapers & Wallack, Lion Street Financial, Lion Street Advisors, and John Hancock. Outside of finance, he spent ten years working at Oakley Country Club. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation strategy with customized portfolios composed of mutual funds, ETFs, individual securities, and occasional covered options.

Justin Capetola is a financial advisor with Blue Bell Private Wealth Management, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Blue Bell Private Wealth Management since 2005. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, employing fundamental and cyclical analysis along with options strategies and structured notes.

Jeffrey Loesser is a financial advisor at The Estate Planners Group with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Outside of his advisory role, he manages and advises two pooled investment vehicles through affiliated entities. The Estate Planners Group is a team-based investment adviser serving approximately 325 individual and high-net-worth clients with personalized portfolio management, financial planning, and third-party manager recommendations. The firm employs fundamental analysis and diversified allocations and offers educational programs and enhanced reporting tools.

Donna Zanetti is a financial advisor at Pennsylvania Capital Management Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2014. Zanetti has been with Pennsylvania Capital Management Inc. since 2006. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering customized asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

Michael Jones is a CFA® charterholder with three years of industry experience. He is currently with Barton Investment Management, LLC and has previously worked at WCM Global Wealth, LLC, BNY Mellon, and Chartwell Investment Partners. Outside of finance, he is the founder and owner of Moreland Cattle Company and serves as a director of EIC Solutions, a thermoelectric air conditioner design and manufacturing firm. Barton Investment Management provides discretionary portfolio management and retirement-plan advisory services to individuals, high net worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a concentrated, fundamentals-driven equity approach with a long-term orientation and reports approximately $1.0 billion in discretionary assets across about 96 client relationships.

Barry Randall is a financial advisor at Crabtree Asset Management L.L.C. in Saint Paul, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior roles include positions at Sparrow Capital Management Inc and Northstar Financial Companies, Inc. Crabtree Asset Management provides discretionary portfolio management primarily for individual clients and acts as a subadvisor to other registered investment advisers. The firm’s investment approach centers on fundamental analysis, focusing on companies with strong operating cash flow and market share growth, and engages in subadvisory activities that are uncommon among peers.

Douglas Hopkins is a financial advisor at Gibraltar Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 66 designations. Hopkins previously worked at Coordinated Capital Securities, Inc. for 31 years and has been associated with VGI for over four decades. Gibraltar Wealth Management provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages approximately $313.2 million in assets and offers specialized services including Relative Strength advisory for retirement plan menus and ERISA fiduciary support, with a notable focus on non-discretionary management and performance-based fee arrangements.

Sanjay Pawar is a CFP®, CFA®, and Series 66-licensed advisor with 21 years of industry experience. He has worked at Bluesphere Advisors LLC since 2016 and previously spent 11 years at Ameriprise. Outside of advising, he has commercial real estate ownership unrelated to his investment work. Bluesphere Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions by providing discretionary and non-discretionary investment management, financial planning, and business-transition consulting. The firm employs a long-term, portfolio-driven investment approach using institutional mutual funds, ETFs, individual equities, fixed income, and derivatives for risk management.

Evan Hewitt is a CFP® and Series 65 credentialed advisor with Compass Ion Advisors, LLC, where he has worked since 2018. He has six years of industry experience and previously worked at Eastern University for two years. Hewitt is the founder and director of the Heartwood Foundation, an education nonprofit based in King of Prussia, PA. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities. The firm provides integrated financial planning, investment advisory services, and retirement plan consulting, managing approximately $1.59 billion across discretionary and non-discretionary accounts through a team-driven advisory model.

Charles Naddaff is a financial advisor with Glen Eagle Advisors, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with Glen Eagle Wealth and Glen Eagle Advisors since 2012 and has operated Naddaff Consulting Service Inc. since 2002, providing operational consulting focused on expense reduction and efficiencies alongside managing fixed insurance products. Glen Eagle Advisors, LLC offers investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a client-specific asset allocation approach supported by fundamental and technical analysis, generally maintaining a buy-and-hold strategy with rebalancing and downside protection when appropriate.

Gavin King is a financial advisor at Northstar Financial Companies, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at A. H. Williams & Company Inc. and Mathnasium. Outside of finance, he has experience in private handyman work and the food service industry. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and investment management across taxable and retirement accounts. The firm uses a goals-based, fundamental investment approach with mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.

Brian Suprenant is a financial advisor at LRI Investments with Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at JKJ Financial, M Holdings Securities, Rose Glen, Hornor Townsend & Kent, Penn Mutual Life Insurance, and State Farm Insurance. LRI Investments, a team of 25 professionals, provides financial planning, fee-based investment management, and retirement-plan consulting services to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion across client accounts with customized asset-allocation portfolios and offers both discretionary and non-discretionary services.

Stephen Stulb is a financial advisor with Ironview Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Ironview since 2014 and has owned Colony Lane Capital, LLC since 2020, where he is involved in the evaluation and sale of fixed insurance products. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis with a range of investment strategies, including options and alternative investments, and manages approximately $1.39 billion with a team of eight advisors.

Kenneth Ambrogi is a financial advisor with Meridian Wealth Partners, LLC, holding a Series 65 designation and eight years of industry experience. He has been with Meridian Wealth Partners since 2017 and previously worked at Meridian Bank for one year. Meridian Wealth Partners is a registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $1.26 billion for about 697 clients through a team of nine advisors, using a long-term, diversified investment approach based on modern portfolio theory and efficient-market hypothesis.

Julia Randall is a financial advisor with Northstar Financial Companies, Inc. in Conshohocken, PA, holding a Series 66 designation and 20 years of industry experience. She has worked at Northstar since 2008 and previously at LongView Wealth Management and Cambridge Investment Research, Inc. Outside of her advisory role, Randall serves as the appointed guardian of her aunt's estate, managing her financial matters as per a family trust. Northstar Financial Companies serves individual and high-net-worth clients, as well as trusts and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment approach using mutual funds, equities, fixed income, and options, with portfolio management typically conducted on a discretionary basis.

Jason Berkson is a financial advisor at Nest Egg with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Nest Investments BD LLC and Nest Investments LLC since 2019. Prior to his advisory career, he was a self-employed poker player for four years. Nest Egg provides discretionary investment management primarily through a proprietary algorithm that creates and manages model portfolios across a spectrum of risk levels. The firm serves individuals, corporations, trusts, non-profit organizations, and retirement plans, emphasizing automated portfolio management and a high client load supported by kiosk placements and solicitor agreements.

Michael Briglia is a CFP® and PFS™ professional at Compass Ion Advisors, LLC with 14 years of industry experience. He previously worked at Pillar Wealth Advisors, LLC for 12 years and Hornor, Townsend & Kent, Inc for 5 years. Outside of advising, he serves as board chair of St. Mary’s Franciscan Shelter for Homeless Families and teaches financial literacy classes through the Osher Lifelong Learning Institute. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various organizations by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm employs a team-driven model with a focus on strategic asset allocation and long-term holding periods across diversified investment vehicles.