Matthew Barr is a financial advisor at Wick Capital Partners, LLC, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at Wick Capital Partners since 2019 and previously spent four years at Axa Advisors, LLC. Wick Capital Partners provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, managing approximately $930 million in discretionary assets. The firm develops portfolios from comprehensive financial plans and manages accounts using fundamental analysis with a mix of active and passive strategies, also offering retirement-plan consulting under ERISA frameworks.

Caitlin Escoffery is a financial advisor at Beacon Bridge Wealth Partners, LLC with a Series 65 designation and five years of industry experience. Prior to joining Beacon Bridge in 2021, she worked at Kaplan International from 2012 to 2020. Beacon Bridge Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, and institutional clients, tailoring portfolios to client-specific financial conditions and goals with a generally long-term investment approach. The firm utilizes a range of investment vehicles and incorporates third-party platforms for portfolio management and rebalancing.

Nicole Sennett is a financial advisor at Alden Investment Group with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and Raymond James Financial Services. Outside of her advisory role, she owns All4AJ, a travel app business. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management along with fee-only financial planning. The firm uses a proprietary asset allocation approach combined with third-party managers, delivered primarily through its Alden COVE platform.

Allison Hershey is a CFP® professional with six years of experience in financial advising. She currently works at Fruitful and has held prior roles at Ellevest, ChroniFI, Zenith Solutions, and The Marshall Financial Group. Outside of advising, she provides financial coaching and consulting through her business, Money Conscious, focusing on the emotional aspects of financial decision making and helping companies develop service models for younger generations. Fruitful Advisory delivers financial planning and discretionary investment management to individual members through a subscription-based model. The firm emphasizes diversified, low-cost portfolios primarily using passive ETFs and index funds, with planning grounded in CFP® principles and ongoing client collaboration.

Jason Walsh is a financial advisor at Cresap, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cresap since 2000. Walsh also acts as an agent on some insurance policy sales outside of the broker/dealer's books and records. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm provides both fee-based and transaction-based portfolio management and advisory services, with a focus on non-discretionary client relationships and an affiliated clearing relationship with Wells Fargo.

Gregory Young is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 15 years of industry experience. He has been with RTD Financial Advisors for 10 years and holds the Series 63 and Series 65 designations. RTD Financial Advisors is a SEC-registered, multi-team advisory firm serving individuals, families, and institutional clients such as pension plans, trusts, and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and a structured retirement-plan practice including fiduciary investment management and pooled employer plans.

Mercedes Petrellis is a financial advisor at Comprehensive Investment Management, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at iPipeline and Advanced Technology Services. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm employs a long-term, low-turnover investment strategy using primarily no-load, actively managed equity mutual funds with significant foreign exposure and index bond funds, and integrates tax preparation and planning through its affiliation with accounting services and a team with diverse professional credentials.

Daniel Roccato is a financial advisor with Quaker Wealth Management LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Quaker Wealth Management since 2006 and is also involved in broadcast television news as a financial expert and analyst since 2009. Roccato serves in roles at the University of San Diego and with Fox affiliates. Quaker Wealth Management advises individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, and specialized Family CFO services for households with at least $5 million in investable assets. The firm employs a collaborative investment process focused on asset allocation and integrates tax and estate professionals to support clients’ financial needs.

Adam Peltzman is a CFP® with 24 years of experience in financial advising. He has worked at Certior Financial Group, LLC since 2017 and previously held roles at Mutual Securities, Inc. and Voya Financial Advisors. Outside of financial advising, he serves on the board of a nonprofit organization focused on volunteering, support, and fundraising. Certior Financial Group provides personalized financial planning and asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a client-tailored investment process using a mix of active and passive vehicles and emphasizes downside risk mitigation as part of portfolio construction.

Brook Hart is a CFP® professional with nine years of industry experience. He is currently with Presilium Private Wealth, LLC, where he has worked since 2022. Prior to this, he held roles at Bank of America, N.A. and Merrill. Presilium Private Wealth is a discretionary investment adviser managing approximately $671.7 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing a fiduciary, client-centered approach that integrates fundamental analysis with a mix of passive and active strategies across a broad investable universe.

Winfield Young is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 66 designation and 26 years of industry experience. He has worked at Clearview since 2018 and previously was with The Wharton Advisory Group and LPL Financial. Clearview Financial Partners provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting primarily for individuals, high-net-worth clients, and small businesses. The firm manages over $1 billion in assets across 600+ client relationships, employing an open-architecture investment approach that includes specialized sub-advisers, tactical and quantitative methods, and private market allocations.

David Ritrovato is a CFP® with 35 years of industry experience, currently serving as an advisor at BlueSphere Advisors LLC since 2016. He holds a Series 63 license and is based in East Norriton, PA. BlueSphere Advisors LLC provides investment management and financial planning services to individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions. The firm uses a primarily long-term, portfolio-driven approach that incorporates institutional mutual funds, ETFs, individual equities, fixed income, and derivative strategies for risk management.

Richard Capasso is a CFP® professional with 33 years of experience in financial advising. He is affiliated with CPC Financial Planning, Inc., where he has worked alongside other advisors in a team environment. His prior experience includes long tenures at LPL Financial and Royal Alliance Associates, Inc. Capasso is also involved in tax preparation and accounting through Clairmont, Paciello & Co., P.C., where he is engaged as a CPA. CPC Financial Planning, Inc. offers written financial planning, annual plan monitoring, and hourly advice to individuals, corporations, and business entities. The firm emphasizes non-discretionary, fee-for-service planning combined with affiliated brokerage and insurance services, and it is noted for its close integration with a CPA practice to coordinate tax and accounting considerations within its financial planning process.

Peter Derby is a financial advisor at Meridian Wealth Partners, LLC, holding a Series 65 designation with six years of industry experience. He has been with Meridian Wealth Partners since 2018 and previously worked at Drucker & Scaccetti, PC from 2015 to 2018. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients through a team of ten advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and corporations, using a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Andrew Randisi is a CFP® professional with six years of industry experience, currently serving at Pennsylvania Capital Management Inc. since 2016. He previously worked at Drexel University for five years. Pennsylvania Capital Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $848.6 million in assets using a combination of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services.

William Richardson is a CFA® charterholder with 20 years of industry experience. He has been with Mitchell Sinkler & Starr since 2005. The firm advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. Mitchell Sinkler & Starr manages most assets on an advisory (non-discretionary) basis, employing a long-term, goal-based investment approach that combines macro analysis with fundamental research and tailored portfolios.

Thomas Huber is a CFA® charterholder with six years of industry experience. He has been with Wick Capital Partners, LLC since 2019 and previously worked at Glenmede Trust from 1998 to 2018. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, offering personalized asset management, comprehensive financial planning, and retirement-plan consulting. The firm employs a combination of fundamental analysis and both active and passive investment strategies across various asset classes, managing most client assets on a discretionary basis.

Brian Henrysen Jr. is a CFP® with seven years of industry experience, currently serving as an advisor at PW Nova Financial Services LLC. His prior roles include positions at Presilium Private Wealth LLC and Raymond James Financial Services Advisors, Inc. Outside of his advisory work, he manages a real estate rehab business, 215 Rehab Enterprises, where he oversees relationships with contractors and vendors. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm employs a multi-advisor team and uses a combination of analytical methods to construct diversified portfolios, offering both discretionary and non-discretionary management along with a sponsored wrap fee program.

Jesse D'Elia is a CFP® with 12 years of industry experience, currently serving as an advisor at Attleboro Wealth Management LLC since 2025. He previously worked at The Vanguard Group, Inc. for 11 years. Outside of his advisory role, he is involved in residential home improvement and renovation for resale through his ownership of B. E. 2A Properties LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by offering asset management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer, utilizing various asset-allocation strategies and managing portfolios across a broad range of securities.

Anthony Perhacs is a financial advisor with Meridian Wealth Partners, LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Altice USA, Hardy Construction, and Private Advisor Group. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.