Joshua Manifold is a financial advisor at Compass Ion Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Compass Ion Advisors since 2012, with prior experience at Keel Point Capital and APW Capital, Inc. Compass Ion Advisors serves individuals and families, trusts, retirement plan sponsors, and various institutions by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm employs a team-driven advisory model focused on strategic asset allocation and long-term holding periods, managing approximately $1.59 billion across discretionary and non-discretionary accounts.

Zachary Hamm Phipps is a CFA® charterholder with 15 years of industry experience. He is currently with Aurdan Capital Management, LLC, where he has worked since 2026. Prior to this, he spent 16 years at SEI Investments Management Corporation. Aurdan Capital Management provides discretionary investment management and financial planning to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations, managing over $526 million in client assets with a focus on asset allocation models supported by fundamental analysis, charting, and mutual fund/ETF evaluation.

John Jim is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience, including 17 years at Ameriprise Financial Services, Inc., before joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm tailors portfolios to clients’ financial conditions and goals, generally favoring a long-term investment approach while incorporating a range of investment vehicles and third-party platforms for portfolio management.

Alexander Sobkowiak is a financial advisor at Odyssey Capital Advisors Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at PGIM, Inc. and Temple University. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm tailors investment programs to clients’ goals and risk tolerances, employing a variety of strategies including fundamental analysis, long-term holdings, trading, and options.

Christian Abraham is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at United Capital, Facet Wealth, and SEI Investments. Thrive Capital Management provides discretionary investment management and one-time financial planning services to individuals, businesses, and charitable organizations. The firm manages approximately $397.7 million for about 589 clients using diversified model portfolios, fundamental security analysis, and a sub-advisor platform.

Timothy Kriegel is a financial advisor at Thayer Partners LLC with five years of industry experience. He holds the Series 65 designation and has worked at SELEE Corporation since 1997. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans with customized wealth management, financial planning, retirement-plan advisory, and business advisory services. The firm emphasizes a long-term investment approach grounded in fundamental analysis and offers a range of non-investment consulting services including fiduciary ERISA plan engagement and business advisory tied to Profit First methodology.

Thomas Tuskey is a financial advisor with Northstar Financial Companies, Inc. He holds a Series 65 designation and has five years of industry experience. His prior work includes roles at Cambridge Investment Research, Northwestern Mutual, and a teaching position at Rutgers University Business School. 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 philosophy using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Michael Topley is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Lansing Street Advisors and has held roles at Edge Financial Wellness, Purshe Kaplan Sterling Investments, Inc., and several other firms. Outside of traditional advisory duties, he is the founder and CEO of Moneyclip Inc, a company that provides a platform for advisors to record and share client presentations. Lansing Street Advisors is a team-based firm serving individuals, high-net-worth clients, trusts, and estates with discretionary and non-discretionary wealth management, portfolio management, and financial planning. The firm primarily uses exchange-traded funds and integrates financial planning and third-party services into its long-term, fundamentally based investment approach.

Charles Wilensky is a CFP® professional with 25 years of experience in financial advising. He is associated with CPC Financial Planning, Inc. and has worked previously with LPL Financial and Royal Alliance Associates, INC. In addition to his advisory work, he is a certified public accountant involved with Clairmont Paciello & Co., P.C., where he manages tax preparation and accounting services. CPC Financial Planning, Inc. provides written financial planning, annual plan monitoring, and hourly advice to individuals, corporations, and business entities. The firm emphasizes non-discretionary, fee-for-service planning integrated with a certified public accounting practice, supporting coordinated recommendations on investments, tax, retirement, insurance, and estate matters.

Matthew Kane is a financial advisor with Compass Ion Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Compass Ion Advisors since 2008 and currently also serves at Keel Point Capital LLC. Outside of his advisory work, Kane serves as a trustee and chaplain for Eastern University and is a board member of the Timothy Foundation. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations with integrated financial planning, investment advisory, and retirement plan consulting. The firm manages about $1.59 billion using a team-driven approach that emphasizes strategic asset allocation and long-term holding periods.

Kimberly Thomas is a financial advisor with Muntz Financial, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Muntz Financial in 2025, she worked at Thrive Capital Management, LLC and Creative Wealth Management, LLC, among other roles. Muntz Financial provides fee-only investment advisory services to individuals, trusts, estates, plans, corporations, and private funds. The firm employs a core-satellite investment approach and offers portfolio management and tailored advice across a broad range of securities and vehicles.

Ryan Donovan is a financial advisor at Compass Ion Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Vanguard, Philadelphia Union, and KPMG. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities, providing integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven model. The firm manages approximately $1.59 billion and emphasizes strategic asset allocation and long-term holdings using a variety of investment vehicles, including ETFs, mutual funds, and third-party sub-advisors.

James Hemphill is a CFP® and ChFC® with 34 years of industry experience. He has been with Tgs Financial Advisors for a total of 32 years, initially from 1991 to 2004 and then from 2007 to the present. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants through discretionary investment management, financial planning, and consulting. TGS Financial Advisors offers services via wrap fee programs and employs a mix of investment strategies, including the use of mutual funds, ETFs, sub-advisors, and options, while integrating third-party technology and AI oversight in its processes.

Christian Dekker is a CFP® professional with two years of industry experience, currently serving at Thrive Wealth Management, LLC since 2021. He previously worked at MassMutual Greater Philadelphia and has experience in other roles including at Yards Brewing Company and Temple University. Dekker is also a licensed life and health insurance agent involved in commission-based insurance sales. Thrive Wealth Management serves individuals—including high-net-worth clients—retirement plan sponsors, charities, businesses, trusts, and estates, providing discretionary and non-discretionary investment management, retirement plan consulting, and financial planning. The firm employs a multi-advisor team to implement portfolios utilizing model strategies with mutual funds, ETFs, securities, and independent managers, and it manages approximately $1.58 billion in client assets.

Alex La Rosa is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with eight years of industry experience. He has worked at Blue Bell Private Wealth Management since 2017 and previously spent a year at ACC Consumer Finance. Blue Bell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm employs a portfolio management approach focused on ETFs, closed-end funds, and structured investments, incorporating options strategies and AI tools within its investment process.

Adam Burg is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding a Series 66 designation and 22 years of industry experience. Prior to joining Thrive in 2024, he worked for Bank of America and Merrill Lynch from 2011 to 2024. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations. The firm employs a fundamental-analysis approach with diversified model portfolios and manages approximately $397.7 million for nearly 589 clients.

Patrick Swift is a CFP® professional at Amplius Wealth Advisors with 10 years of industry experience. He has worked at Amplius since 2021 and previously at Bank of America and Merrill from 2016 to 2021. In addition to his advisory role, he is an independent licensed insurance agent specializing in life insurance. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm customizes advice through model portfolios and independent sub-advisers, leveraging platform relationships and operational tools to manage and monitor client holdings.

Jerry Davidse is a financial advisor at Presilium Private Wealth, LLC with 24 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on the advisory boards of several nonprofit organizations, including KIPP Philadelphia and the Cambodia Rural Student Foundation. Presilium Private Wealth is a team-based registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers comprehensive portfolio management and financial planning services, employing a mix of passive and active strategies across multiple asset classes and combining investment management with business consulting services.

Richard Chebookjian is a Series 66–licensed financial advisor at Alden Capital with 12 years of industry experience. He has worked at J Alden Associates, Inc. since 2020 and previously at Mcg Securities, LLC from 2014 to 2020. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion, providing discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, and other registered investment advisers. The firm offers customized asset allocations combining proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform, along with sub-advisory services and specialized retirement plan support.

Monica Lanzilotta is a financial advisor with Amplius Wealth Advisors, holding a Series 66 designation and having 10 years of industry experience. She previously worked at Merrill from 2015 to 2021 and at Purshe Kaplan Sterling Investments from 2021 to 2022 before joining Amplius Wealth Advisors. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm customizes advice to client objectives and utilizes third-party operational platforms and sub-advisers to implement and monitor investment strategies.