Nicholas Neilio is a financial advisor at Kitching Partners, LLC with two years of industry experience. He previously worked at Forefront Analytics, LLC for twelve years and GKFO, LLC for fifteen years. Kitching Partners advises individuals, high-net-worth families, trusts, charitable organizations, and corporations through fee-only investment management and family enterprise services, including family governance, estate planning, philanthropic advising, and strategic business consulting. The firm uses asset-allocation frameworks combining fundamental research and quantitative methods with both active and passive strategies, and offers multi-generational planning with consideration of tax, fee, and cross-border factors.

Ian Foster is a Series 65-licensed advisor with Innova Wealth Partners, LLC, based in Newtown, PA, where he has worked since 2013. He has 13 years of industry experience. Foster is also a licensed insurance agent with Innova Settlement Services, LLC and occasionally offers related products to clients. Innova Wealth Partners provides discretionary portfolio management and financial planning to individuals, trusts, pension plan participants, and businesses. The firm employs a variety of strategies including fundamental, technical, and cyclical analysis, often using specialized sub-advisors and advanced techniques such as derivatives and box-spread option strategies.

John Wilmerding is a financial advisor at Thayer Partners LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network and Thayer Partners. Outside of his advisory role, Wilmerding serves on the advisory board of AmigoData, a company focused on energy efficiency for data centers, and hosts an informational podcast featuring business owners discussing their legacy. Thayer Partners LLC provides customized wealth management, financial planning, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term investment approach emphasizing fundamental analysis and diversified portfolios, serving clients through a multi-office network.

Glen Coral is a financial advisor at LRI Investments with over 43 years of industry experience. He holds the ChFC® and Series 63 designations and has a background that includes roles at JKJ Financial Services, M Holdings Securities, and his own firm, Turning Point Wealth Strategies, where he serves as president and managing member. LRI Investments provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion and offers customized portfolios focused on long-term objectives using mutual funds, ETFs, and equities, along with retirement plan services and a proprietary wrap-fee program.

Jeffrey Hahn is a financial advisor at PTS Brokerage, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. He is also active as a life insurance agent for multiple carriers, including Penn Mutual. PTS Brokerage, LLC provides investment supervisory and money management, financial planning, and investment advice primarily to individuals, estates, trusts, and retirement plans. The firm employs a tailored approach using fundamental and technical analysis, offers derivatives and options strategies for larger accounts, and operates as both an SEC-registered investment adviser and registered broker-dealer.

Mitchell Metz is a CFP® professional at RTD Financial Advisors Inc with 24 years of industry experience. He has been with RTD Financial Advisors since 2016. RTD Financial Advisors is a SEC-registered, multi-team firm serving individuals, families, and institutional clients including pension plans, trusts, and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services with an emphasis on individualized investment programs, tax-aware management, and retirement-plan support.

Ryan Di Fabrizio is a CFP® professional with two years of industry experience, currently serving as an advisor at WealthFD since 2021. Prior to joining WealthFD, he worked at Citadel Credit Union in 2019 and was a student from 2013 to 2021. WealthFD provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plan sponsors. The firm integrates tax and accounting capabilities with its advisory services, offering portfolio management, financial planning, and pension consulting with an approach that includes fundamental, quantitative, and modern portfolio theory methods.

Thomas Blair is a financial advisor at Tower Bridge Advisors with 26 years of industry experience. He previously worked for Dow Capital Management for 15 years before joining Tower Bridge Advisors in 2026. He holds the Series 63 and Series 65 designations. Tower Bridge Advisors provides investment advice and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, and manages two private funds. The firm emphasizes strategic asset allocation across equities and fixed income, utilizing fundamental and cyclical analysis, selective ETFs, laddered investment-grade bonds, and derivative strategies as appropriate.

Joshua Pearson is a CFP® and Series 66-licensed advisor with nine years of industry experience. He currently serves at Blue Bell Private Wealth Management, LLC and has prior experience at Vanguard, WSFS Investments, and Merrill Lynch. 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 emphasizes exchange-traded funds, closed-end funds, and structured investments, incorporating fundamental and cyclical analysis along with options strategies and structured notes.

John Hadley Jr. is a financial advisor at Samalin Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Samalin Investment Counsel since 2019, following 14 years at Quantum Technalysis Asset Management. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a mixed investment approach combining fundamental and cyclical analysis with various asset classes and manages approximately $490 million in client assets across eight advisors.

Keith Becker is a financial advisor at Insight Advisors, LLC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves clients through Insight Advisors and its DBA Private Index Wealth Management. Insight Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities by providing comprehensive portfolio management, financial planning, and consulting services. The firm manages approximately $785.65 million in client assets using a variety of investment strategies and conducts regular portfolio reviews and rebalancing.

Sean Balliet is a CFP® professional with four years of industry experience, currently serving at Cora Capital Advisors. He is also a partner at Baratz & Associates, P.A., a certified public accounting firm where he focuses on tax planning, preparation, and compliance. Cora Capital Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm emphasizes a long-term, fundamentals-driven investment approach using diversified, low-cost mutual funds and ETFs, bonds, and selective trading, supported by internal due diligence and ongoing portfolio monitoring.

Eric Cassel is a financial advisor with Thrive Capital Management, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to joining Thrive, he worked at Exos and held multiple roles within Vanguard-affiliated firms. Outside of his advisory role, he is the owner of Lifted Brands, LLC, an e-commerce sales business. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, providing discretionary portfolio management, financial planning, and access to private placement opportunities. The firm uses diversified model portfolios, fundamental analysis, and third-party sub-advisors to tailor investment strategies and conducts regular portfolio reviews.

Gary Brotz is a financial advisor with PTS Brokerage, LLC, holding a Series 66 credential and over 22 years of industry experience. He has worked with PTS Brokerage since 2006 and maintains longstanding roles in related accounting and tax service businesses, including as a partner in a CPA firm since 1993. PTS Brokerage, LLC provides investment supervisory and money management, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm tailors portfolios to client objectives and risk tolerance, utilizes both fundamental and technical analysis, and employs derivatives and options strategies primarily for larger accounts.

Ari Cohen is a financial advisor at CogentBlue Wealth Advisors, LLC with a Series 65 designation and experience spanning roles at Pathstone Family Office and JP Morgan. He has been with CogentBlue since 2026. CogentBlue Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management and financial planning. The firm employs a modern portfolio theory approach tailored to each client’s investment policy and integrates third-party managers and technology solutions for account management.

Mark Manning is a financial advisor with Compass Ion Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at United Capital Financial Advisers, LLC and CT Financial Advisors, LLC. Manning serves on the boards of several nonprofits, including the Harry Cohen Foundation and the Delaware Lawyers' Fund for Client Protection, and he is an investment committee member for the United States Tennis Association. Compass Ion Advisors serves individuals, families, and institutional clients such as trusts, retirement plan sponsors, and charitable organizations. The firm provides integrated financial planning and investment advisory services, managing approximately $1.59 billion through a team-driven model with an emphasis on strategic asset allocation and long-term investment horizons.

William Kaeli Jr. is a financial advisor at Northstar Asset Management Company, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at PNC Bank and PNC Investments. Kaeli has been with the Northstar team since 2021. NorthStar Asset Management Company provides investment management and ERISA fiduciary services to individuals, high-net-worth clients, businesses, charitable organizations, and retirement plans. The firm employs a growth-biased investment strategy based on fundamental analysis and asset allocation, managing approximately $660 million with a compact advisory team.

Steven Krzywicki Jr. is a CFP® professional with 26 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC, where he has worked since 2022, following a 17-year tenure at Ameriprise Financial Services, Inc. He is an investor in a private invitation-only golf access platform and assists with related marketing initiatives. Beacon Bridge Wealth Partners provides personalized financial planning and investment management services to individuals, families, and entities such as family offices and qualified retirement plans. The firm emphasizes a fundamental, long-term investment approach with tailored portfolios that include ETFs, mutual funds, equities, and alternative investments.

Stephen Palmer is a financial advisor at Pennsylvania Capital Management Inc. in Naples, FL, with 19 years of industry experience. He holds a Series 65 designation and has been with Pennsylvania Capital Management since 2005. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering customized asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

Henry Riley is a CFA® charterholder with six years of industry experience. He has been with Barton Investment Management, LLC since 2006. Barton Investment Management provides discretionary portfolio management and advisory services to individuals, high net worth clients, retirement plans, charitable organizations, trusts, estates, and business entities. The firm focuses on fundamentally driven, concentrated portfolios and emphasizes long-term investing with attention to company-level economics and founder or management ownership.