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.

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.

Branden Hess is a financial advisor at Wealth Management Associates, Inc. in Cherry Hill, NJ, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Securities America Inc and ARI Fleet. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and institutions by providing financial planning, asset management, retirement plan consulting, and educational seminars. The firm employs fundamental analysis and strategic asset allocation with a long-term focus, utilizing model portfolios, third-party sub-advisors, and in-house management.

Fan Feng is a CFP® with eight years of industry experience and currently serves at Liberty One Wealth Advisors in Philadelphia. Before joining Liberty One Wealth Advisors in 2021, Feng held roles at Bank of America, Merrill, Citizens Securities, Citizens Bank, Chubb Insurance, and Gilbane Building Company. Feng is also a board member of the Drexel University Alumni Board of Governance. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, retirement accounts, and some charitable and institutional clients. The firm employs a goals-driven asset allocation approach using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.

Michael Young Jr. is a financial advisor at Almanack Investment Partners with seven years of industry experience. He holds the Series 66 designation and has worked previously at Redwood Wealth Management Group, Purshe Kaplan Sterling Investments, New York Life Insurance, and LPL Financial, among others. Almanack Investment Partners provides investment management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm utilizes model asset allocation portfolios focused on diversified, risk-conscious strategies and manages adviser-led pooled vehicles and private funds.

Peter Toscani is a CFP® and CFA® with six years of industry experience. He has worked at Mitchell Sinkler & Starr since 2019 and previously at Chartwell Investment Partners from 2016 to 2019. He is based in Philadelphia, PA. Mitchell Sinkler & Starr serves high-net-worth individuals, families, estates, trusts, endowments, and foundations, employing a long-term, goal-based investment approach that combines top-down macro analysis with bottom-up fundamental research. The firm manages approximately $1.79 billion and focuses primarily on non-discretionary advisory relationships.

Timothy Miller is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at Quaker Wealth Management since 2020 and previously held roles at Bank of America and Merrill. He is also the founder of 24Eight Media, a company assisting athletic trainers and athletes with personal brand development. 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, disciplined investment approach focused on asset allocation, frequently using ETFs and mutual funds, and integrates tax and estate professionals into its advisory process.

Christopher Heiser is a financial advisor with Laurel Oak Wealth Management, LLC, holding CFP® and ChFC® designations and a Series 63 license. He has 33 years of industry experience, including 20 years with Ameriprise and currently works at Laurel Oak and PKS Investments. He assists a family member with managing a rental real estate firm in Knoxville, TN. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm manages approximately $1.399 billion in assets and combines active and passive strategies, tactical asset allocation, and alternative investments within a wrap fee program and independent manager platforms.

Lillia Smith is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with RTD Financial Advisors Inc and previously worked at Corient and Radnor Financial Advisors, among other firms. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. The firm focuses on life-centered financial planning, personalized investment management, and fiduciary consulting, utilizing an asset-allocation driven approach with ongoing monitoring and tax-aware management.

James Whalen is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Cypress Financial Planning, joining the firm in 2025 after seven years with Dravo Bay, LLC dba Blue Rock Dravo Bay and one year at Blue Rock Financial Group. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutional plan sponsors. The seven-advisor team manages approximately $490 million in assets, providing financial planning, investment management, and retirement-plan consulting through a tailored, holistic process that includes advanced trading strategies and a fiduciary fee-only model.

Jason Snipe is a financial advisor at Odyssey Capital Advisors Inc. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kestra Financial Services, Inc. and Saxony Securities, Inc. Outside of his advisory role, he serves as Co-Vice Chairman of La Salle Academy, a college-preparatory high school in New York City, and contributes to CNBC as an independent contractor discussing investment analysis. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm uses fundamental analysis and a variety of investment strategies, tailoring programs to client goals and risk tolerances while offering ongoing portfolio monitoring and coordination with third-party managers.

Tricia Prehle is a CFP® and holds a Series 65 license, currently affiliated with Equita Financial Network, Inc. She has one year of experience in financial advisory roles, including prior positions at Kaleidoscope Financial Planning, LLC, Stevens Capital Partners, and Guiding Wealth Management, LLC. Before entering the advisory field, she worked at Computershare for over two decades. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, operating through a network model that supports independent advisers while providing paraplanning and a community membership program.

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.

Joseph Pelusi is a financial advisor at First Affirmative Financial Network LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Green Investment Strategies, Pelusi Estate Planning, and Vaughn Management Services. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions nationwide, offering fiduciary investment management, financial planning, and retirement-plan consulting. The firm focuses on values-aligned and faith-based investing, incorporating environmental, social, and governance factors into diversified, long-term portfolio strategies.

Douglas Hopkins is a financial advisor at Gibraltar Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gibraltar Wealth Management since 2020, following a 31-year tenure at Coordinated Capital Securities, Inc. He has also been associated with VGI since 1982. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm utilizes a combination of proprietary and model-driven approaches, offers specialized advisory programs, and manages a significant portion of its assets on a non-discretionary basis.

James Mc Monigle Jr. is a financial advisor with Wealth Management Associates, Inc., holding a Series 63 designation and over 45 years of industry experience. His prior roles include long tenures at Securities America, inc. and Securities America Advisors, Inc. He has also serviced variable annuity contracts written in previous years. Wealth Management Associates, Inc. serves individuals, pension plans, charities, and small businesses, managing approximately $646.8 million in assets across four offices. The firm offers portfolio management, financial planning, and pension consulting, with a multidisciplinary approach that includes accounting affiliations alongside investment advisory services.

Garret Desjardins is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience. He has worked at RTD Financial Advisors, Inc. since 2019 and previously spent five years at Compass Financial Solutions. RTD Financial Advisors serves individuals, families, and institutional clients, offering life-centered financial planning, personalized investment management, and fiduciary consulting for retirement plans and trusts. The firm employs an asset-allocation driven approach with ongoing monitoring, tax-aware management, and provides both discretionary and non-discretionary services.

Anthony Privetera is a CFP® with 41 years of experience in financial advisory. He is currently with Caleo Capital N.A. LLC and also associated with Privetera Wealth Management Associates, where he has provided financial advisory services since 2017. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation process with mutual funds, ETFs, independent managers, and alternative investments, and integrates insurance and asset-protection considerations into its planning services.

Charles Naddaff is a financial advisor with Glen Eagle Advisors, LLC in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Glen Eagle Advisors and its affiliated entity Glen Eagle Wealth, LLC since 2012 and is also the owner and president of Naddaff Consulting Service Inc, a consulting firm focused on operational efficiencies and fixed insurance products since 2002. Glen Eagle Advisors, LLC provides investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models combined with fundamental and technical analysis. The firm offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting, often employing a buy-and-hold approach supplemented with rebalancing and stop-loss tools.

Timothy Feeney is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Lane and Associates, LLC. Feeney is also a licensed insurance agent and may recommend insurance or annuity products to clients. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities through a network of independent advisors. The firm offers customized investment strategies and employs a range of analytical methods and investment approaches, including allocations to third-party managers.