Brian Suprenant is a financial advisor with LRI Investments, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at JKJ Financial, M Holdings Securities, Rose Glen, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance, and State Farm Insurance. 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 state and municipal government entities. The firm offers customized investment management and retirement plan consulting, emphasizing ongoing supervision and portfolio adjustments aligned with client objectives.

Caroline Burke is a financial advisor at Laurel Oak Wealth Management, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 11 years. 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 employs a combination of active and passive investment strategies with tactical asset allocation and ongoing portfolio monitoring.

Jacky Petit Homme is a CFP® professional with 13 years of experience in the financial industry. He is currently with Liberty One Wealth Advisors, where he has worked since 2021, and previously held roles at Bank of America and Merrill. Petit Homme serves on the advisory board of Big Brothers Big Sisters, contributing to volunteer recruitment and resource facilitation. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individual, high-net-worth, retirement, charitable, and institutional clients. The firm’s approach emphasizes goals-based asset allocation mainly using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.

Matthew Royer is a financial advisor at Platform Wealth Advisors with a Series 65 designation. He joined the firm in 2024 and has prior experience at Platform Accounting Group, Mercer Community College, Tomlin & Associates LLC, and ATR International/Abbott Laboratories. Outside of finance, he previously worked at Benjamin's Cows & Crabs and Oakwood Country Club. Platform Wealth Advisors is a registered investment adviser managing approximately $509 million in client assets. The firm serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, employing a passive, asset-class investment approach grounded in Modern Portfolio Theory with the use of model portfolios and delegated discretionary management.

Joseph Fitzpatrick IV is a financial advisor at Thrive Capital Management, LLC with a Series 65 designation. He has worked in the financial services industry since 2018, previously with JFS Wealth Advisors and Thrive Financial Services. Prior to his advisory career, he was involved in the restaurant and wine bar business. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations by providing discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm employs a mix of exchange-traded funds, individual securities, and third-party money managers, and constructs diversified model portfolios with regular reviews and rebalancing.

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.

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.

Lamont Brown is a financial advisor at Odyssey Capital Advisors Inc. with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Saxony Securities and Kestra Advisory Services, among others. Outside of advising, he is involved with Lankenau Holdings, LLC, a real estate investment company. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment strategies based on clients’ goals and risk tolerances, employing various approaches including long-term holdings, trading, and option strategies.

Michael Horwath Jr. is a CFA® charterholder with 14 years of experience in financial advisory roles. He has worked at Lansing Street Advisors since 2026 and previously held positions at Diversified Enterprises, LLC and Securities Service Network, LLC. He is based in Ambler, PA and holds Series 63 and Series 65 licenses. Lansing Street Advisors is a team-based firm that provides discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis and constructs portfolios primarily using exchange-traded funds, with additional allocations to mutual funds, equities, fixed income, and independent managers as appropriate.

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.

Bradley Denn is a financial advisor with MFG Investments, LLC, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has worked at MFG Investments since 2004 and has prior experience at Securities America, Inc., Securities Service Network, Inc., and Padden & Company LLC, where he is a partner at a CPA firm. Denn serves as a board member of the Medford Memorial Community Center and the Medford Township Police Foundation, and he holds the position of treasurer for the Sheffield Court Homeowners Association. MFG Investments serves individual clients across a range of net worth levels, offering discretionary portfolio management and financial planning. The firm employs tailored investment strategies based on fundamental analysis and modern portfolio theory, providing regular account reviews and educational seminars.

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.

Julia Hopson is an advisor at Odyssey Capital Advisors Inc. with a Series 65 designation and one year of industry experience. Prior to joining Odyssey, she held roles at Pitcairn Trust Company and has experience working in other sectors including fitness at CorePower Yoga and hospitality at Village Brewing Co. Additionally, she has been involved with Temple University over multiple years. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment programs using fundamental analysis and a range of strategies while offering ongoing portfolio monitoring and coordinating with third-party managers.

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.