William Purdy is a CFP® professional with nine years of industry experience, currently serving at Ventura Wealth Management. He has worked at Ventura Wealth Management since 2015 and was previously with American Portfolios Financial Services, Inc. and OSAIC. Purdy is also a registered representative with American Portfolio, dedicating limited time to this role. 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 manages approximately $599 million using model portfolios and an asset-allocation framework that integrates fundamental, quantitative, and technical analysis with risk control and macroeconomic assessment.

Justin Hewins is a CFP® with 20 years of industry experience, currently serving as an advisor at Cora Capital Advisors. He previously worked at American Portfolios Financial Services Inc. and American Portfolios Advisors, Inc. Hewins is involved in the sale of fixed insurance products and group benefits through affiliated entities. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party managers, as well as financial planning and retirement plan advisory services.

Reagan Goolcharan is an investment advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Wealth Management Associates, Inc. since 2014 and previously with Securities America, Inc. from 2014 to 2024. Wealth Management Associates, Inc. serves a diverse client base including individuals, pension plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary model that integrates investment management, brokerage, insurance, and accounting services.

Emily Wheeler is a financial advisor at Attleboro Wealth Management LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Kestra Financial, Inc., Wealth & Advisory Associates, LLC, Bank of America, N.A., and Merrill. Outside of her advisory role, Ms. Wheeler is a licensed insurance agent. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by providing asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm employs a range of investment strategies overseen by a Chief Investment Officer, using fundamental, quantitative, and qualitative analysis to tailor portfolios across various asset classes.

Timothy Malarkey is a financial advisor at LRI Investments with over 31 years of industry experience. He holds the ChFC® and Series 63 designations and has held roles at JKJ Financial Services and M Holdings Securities. Malarkey serves on the board of Teach Plus - PA, contributing to education policy and fundraising efforts. 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 government entities. The firm offers customized portfolio management with an emphasis on ongoing supervision and a range of client objectives, including ERISA fiduciary retirement-plan services and specialized work with state and municipal governments.

Salvatore Marcello Jr. is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His career includes roles at Charglotz USA and the New Jersey Department of Law & Public Safety, where he currently works as an Administration Analyst. Outside of advising, he is a partner in a tax preparation and bookkeeping business, 3MP Group LLC. PTS Brokerage, LLC provides investment supervisory services, money management, and financial planning to individuals, estates, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm uses an active, tactical investment approach that incorporates fundamental and technical analysis, with account reviews conducted at least monthly.

Joshua Woodford is a CFP® with 14 years of industry experience, currently serving as an advisor at Cora Capital Advisors. His prior roles include positions at OSAIC, American Portfolios Financial Services Inc., Purshe Kaplan Sterling Investments, and Bridgers Wealth Management. Outside of his advisory work, he is involved with Cora Capital Assurance as an insurance broker. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management and discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party independent managers, alongside financial planning and retirement plan advisory services tailored to clients’ goals and risk tolerance.

Kenneth Coniglio is a financial advisor at JW Nova Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Pwa Financial, LLC for 12 years before joining PW Nova Financial Services. JW Nova Wealth Partners manages approximately $308 million for a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm offers wrap-fee wealth management, pension consulting, and financial planning, employing a range of analytical methods and investment strategies tailored to client goals documented in Investment Policy Statements.

Kyle Pettigrove is a financial advisor at Tanager Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at Tanager since 2016, following two years at Wiley Group. Outside of finance, Pettigrove is a partner at Crowded Castle Brewing Company, where he assists with marketing and distribution. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, offering portfolio management, independent manager recommendations, and comprehensive financial planning. The firm’s investment approach is based on asset-allocation models and fundamental analysis, with portfolios tailored to clients’ objectives and reviewed regularly.

Jesse Kovacs is a financial advisor at PTS Brokerage, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, he is involved with Hoosier Daddy LLC, a business focused on the sale of race car tires. PTS Brokerage, LLC provides investment supervisory and financial planning services to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach using both fundamental and technical analysis, managing discretionary and non-discretionary portfolios with a focus on detailed client suitability and regular account reviews.

Philip Ranalli is a financial advisor with Wealth Management Associates, Inc. in Haddonfield, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Securities America Advisors and OSAIC before joining Wealth Management Associates. Ranalli operates a DBA, Pinnacle Capital Advisors, for his LLC and accounting purposes. Wealth Management Associates, Inc. provides financial planning, asset management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and institutions. The firm employs fundamental analysis and strategic asset allocation with a long-term focus and integrates accounting services through licensed CPA owners to coordinate investment and tax advice.

Donna Woytek is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Gibraltar Wealth Management since 2002 and also has a long tenure with Cresap, Inc. 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 uses a combination of proprietary and model-driven approaches, including specialized programs such as Relative Strength advisory and an interactive service for active investors.

Colton Growney is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Gibraltar Wealth Management, LLC. He has previously worked at firms including The Colony Group, LLC and Brinker Capital. Gibraltar Wealth Management advises individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private investment funds through financial counseling, investment management, and wealth management services. The firm focuses on tailored strategies that emphasize clients’ accumulation and preservation goals using a multi-asset class framework and offers both discretionary and non-discretionary portfolio services.

John Heisler III is a CFP® with 23 years of industry experience, currently serving as an advisor at Quaker Wealth Management LLC since 2018. He previously worked at Summit Financial Group and Summit Brokerage Services from 2011 to 2018. Quaker Wealth Management advises individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million across retail and high-net-worth clients. The firm employs a combined top-down macro analysis and bottom-up security selection approach, emphasizing strategic asset allocation and tax-aware implementation tools, including personalized indexing and options-based strategies.

Robert Macaulay is a CFP®-designated financial advisor with 36 years of industry experience. He is currently with JMAC Enterprises LLC and has previously worked at Wells Fargo Advisors and its affiliated entities. Outside of advisory work, he is involved in insurance sales on a limited basis. JMAC Enterprises LLC, operating as Brick House Strategic Wealth, serves individuals, trusts, estates, businesses, and retirement plans with wealth management, discretionary investment management, and financial planning services. The firm employs a long-term investment strategy using both fundamental and technical analysis and manages approximately $919 million with a small team, also sponsoring a wrap-fee program for clients.

Michael Sharp is a financial advisor with Sharp Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ba Securities, Purshe Kaplan Sterling Investments, and H.D. Vest Investment Services. Outside of advisory work, he is involved as an officer in a local AAU basketball team. Sharp Financial provides investment advisory and financial planning services to a diverse clientele, including 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 combines proprietary strategies with third-party quantitative analysis and daily market data, offering discretionary management, comprehensive wealth planning, and retirement plan advisory services.

Brad Schank is a financial advisor at PTS Brokerage, LLC with 16 years of industry experience. He holds a Series 66 designation and has been associated with PTS Brokerage since 2009. He is also a member of PTS Tax Advisors, where he is involved in tax preparation services, and owns a life and health insurance business. PTS Brokerage, LLC offers investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm employs an active and tactical investment approach using fundamental and technical analysis, managing both discretionary and non-discretionary portfolios.

Matthew Charles is a financial advisor at Insight Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Insight Advisors since 2019. Prior to this, he spent eight years with The Philadelphia Foundation. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team. The firm provides portfolio management, financial planning, and pension consulting services, utilizing a range of investment strategies including stocks, bonds, options, and cryptocurrency.

Michael Carlucci is a financial advisor with PW Nova Financial Services LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Pwa Financial, LLC for 12 years before joining PW Nova Financial Services in 2026. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to individuals, high-net-worth clients, and institutional plans, including pension and profit-sharing plans as well as government entities. The firm employs a team approach, using a range of analytical methods to construct diversified portfolios that may include mutual funds, fixed income, alternative investments, and more complex strategies, while also serving as a wrap fee program sponsor.

Brian Kuhns is a financial advisor with Andrew Garrett, Inc. in Perkasie, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. Outside of his advisory role, Kuhns serves as a head wrestling coach at Penridge High School and as an assistant football coach and defensive coordinator at Penridge South Middle School. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model utilizing sub-advisers and program sponsors across major platforms, providing a range of strategies tailored to client suitability profiles.