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.

Sanjay Pawar is a CFP®, CFA®, and Series 66-licensed advisor with 21 years of industry experience. He has worked at Bluesphere Advisors LLC since 2016 and previously spent 11 years at Ameriprise. Outside of advising, he has commercial real estate ownership unrelated to his investment work. Bluesphere Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions by providing discretionary and non-discretionary investment management, financial planning, and business-transition consulting. The firm employs a long-term, portfolio-driven investment approach using institutional mutual funds, ETFs, individual equities, fixed income, and derivatives for risk management.

Evan Hewitt is a CFP® and Series 65 credentialed advisor with Compass Ion Advisors, LLC, where he has worked since 2018. He has six years of industry experience and previously worked at Eastern University for two years. Hewitt is the founder and director of the Heartwood Foundation, an education nonprofit based in King of Prussia, PA. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities. The firm provides integrated financial planning, investment advisory services, and retirement plan consulting, managing approximately $1.59 billion across discretionary and non-discretionary accounts through a team-driven advisory model.

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.

Gavin King is a financial advisor at Northstar Financial Companies, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at A. H. Williams & Company Inc. and Mathnasium. Outside of finance, he has experience in private handyman work and the food service industry. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and investment management across taxable and retirement accounts. The firm uses a goals-based, fundamental investment approach with mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.

Brian Suprenant is a financial advisor at LRI Investments with Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at JKJ Financial, M Holdings Securities, Rose Glen, Hornor Townsend & Kent, Penn Mutual Life Insurance, and State Farm Insurance. LRI Investments, a team of 25 professionals, provides financial planning, fee-based investment management, and retirement-plan consulting services to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion across client accounts with customized asset-allocation portfolios and offers both discretionary and non-discretionary services.

Stephen Stulb is a financial advisor with Ironview Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Ironview since 2014 and has owned Colony Lane Capital, LLC since 2020, where he is involved in the evaluation and sale of fixed insurance products. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis with a range of investment strategies, including options and alternative investments, and manages approximately $1.39 billion with a team of eight advisors.

Kenneth Ambrogi is a financial advisor with Meridian Wealth Partners, LLC, holding a Series 65 designation and eight years of industry experience. He has been with Meridian Wealth Partners since 2017 and previously worked at Meridian Bank for one year. Meridian Wealth Partners is a registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $1.26 billion for about 697 clients through a team of nine advisors, using a long-term, diversified investment approach based on modern portfolio theory and efficient-market hypothesis.

Julia Randall is a financial advisor with Northstar Financial Companies, Inc. in Conshohocken, PA, holding a Series 66 designation and 20 years of industry experience. She has worked at Northstar since 2008 and previously at LongView Wealth Management and Cambridge Investment Research, Inc. Outside of her advisory role, Randall serves as the appointed guardian of her aunt's estate, managing her financial matters as per a family trust. 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 approach using mutual funds, equities, fixed income, and options, with portfolio management typically conducted on a discretionary basis.

Jason Berkson is a financial advisor with Nest Egg, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Nest Egg, he was a self-employed poker player from 2015 to 2019. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to manage diversified portfolios and serves a large client base primarily through intermediated distribution.

David White is a CFA® charterholder and holds the Series 65 license, with two years of experience in the financial industry. He currently works at Attleboro Wealth Management LLC, where he has been since 2026. Prior to this, he held roles at Fisher Investments and Watermark Retirement Communities. Attleboro Wealth Management serves individual and high-net-worth clients, trusts, estates, broker/dealers, and business entities, providing discretionary asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm employs a centralized investment process that incorporates fundamental, quantitative, qualitative, and sector analysis to guide asset allocation and portfolio monitoring.

Michael Briglia is a CFP® and PFS™ professional at Compass Ion Advisors, LLC with 14 years of industry experience. He previously worked at Pillar Wealth Advisors, LLC for 12 years and Hornor, Townsend & Kent, Inc for 5 years. Outside of advising, he serves as board chair of St. Mary’s Franciscan Shelter for Homeless Families and teaches financial literacy classes through the Osher Lifelong Learning Institute. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various organizations by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm employs a team-driven model with a focus on strategic asset allocation and long-term holding periods across diversified investment vehicles.

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 10 years of industry experience. He is currently with Ventura Wealth Management, where he has worked since 2015, and previously worked at American Portfolios Financial Services, Inc. and OSAIC. Purdy also serves as a registered representative with American Portfolios for 1-2 hours per week. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a range of model portfolios and combines fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.

Edgar Brick is a financial advisor with Brick & Kyle Associates Inc in Newtown, PA, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Brick & Kyle Associates since 2013 and also serves as president of the firm. Brick & Kyle Associates provides discretionary portfolio management and written financial planning to individual and institutional clients, employing a combination of fundamental, technical, and cyclical analysis alongside asset-allocation techniques to manage accounts on a discretionary basis.

William Tatlonghari is a financial advisor with Meridian Wealth Partners, LLC and holds a Series 65 credential. He has one year of industry experience, including prior roles at SEI Investments Company and Meridian Bank. Meridian Wealth Partners, LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, managing approximately $1.26 billion for nearly 700 clients through a team of nine advisors. The firm uses modern portfolio theory and the efficient-market hypothesis to build diversified, long-term portfolios tailored to client goals and risk tolerances.

Jonathan Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Blue Bell Private Wealth Management since 2005. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, employing fundamental and cyclical analysis along with options strategies and structured notes.

James Baird is a financial advisor with Compass Ion Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Compass Ion Advisors since 2008 and also spent time with Keel Point Capital LLC and APW Capital, Inc. In addition to his advisory work, he serves as an elder and trustee for New Life Presbyterian Church in Dresher, PA, where he manages the church's short-term treasury investments. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, educational institutions, and charitable organizations. The firm provides integrated financial planning, investment advisory, and retirement plan consulting through a team-driven model, managing approximately $1.59 billion across various account types.

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® designation and Series 63 license. His prior experience includes roles at JKJ Financial Services and M Holdings Securities, where he has worked for 15 and 25 years respectively. Outside of his advisory work, he serves on the board of Teach Plus – PA, an education-focused nonprofit. LRI Investments, LLC is a team-based firm managing approximately $2.78 billion for individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm offers customized asset-allocation portfolios with a long-term focus, regular reviews, and both discretionary and non-discretionary management, including specialized retirement-plan consulting services.