Colton Growney is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Gibraltar Wealth Management, LLC. He has previously worked at firms including The Colony Group, LLC and Brinker Capital. Gibraltar Wealth Management advises individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private investment funds through financial counseling, investment management, and wealth management services. The firm focuses on tailored strategies that emphasize clients’ accumulation and preservation goals using a multi-asset class framework and offers both discretionary and non-discretionary portfolio services.

John Heisler III is a CFP® with 23 years of industry experience, currently serving as an advisor at Quaker Wealth Management LLC since 2018. He previously worked at Summit Financial Group and Summit Brokerage Services from 2011 to 2018. Quaker Wealth Management advises individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million across retail and high-net-worth clients. The firm employs a combined top-down macro analysis and bottom-up security selection approach, emphasizing strategic asset allocation and tax-aware implementation tools, including personalized indexing and options-based strategies.

Robert Macaulay is a CFP®-designated financial advisor with 36 years of industry experience. He is currently with JMAC Enterprises LLC and has previously worked at Wells Fargo Advisors and its affiliated entities. Outside of advisory work, he is involved in insurance sales on a limited basis. JMAC Enterprises LLC, operating as Brick House Strategic Wealth, serves individuals, trusts, estates, businesses, and retirement plans with wealth management, discretionary investment management, and financial planning services. The firm employs a long-term investment strategy using both fundamental and technical analysis and manages approximately $919 million with a small team, also sponsoring a wrap-fee program for clients.

James Mcgowan is a CFP® with 11 years of industry experience and is currently with Apollon Financial, LLC. He previously spent ten years at The Marshall Financial Group, Inc. Outside of his advisory role, Mcgowan serves as chapter president for Business Networking International, leading weekly meetings for a professional referral group. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team-based model offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments.

Michael Sharp is a financial advisor with Sharp Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ba Securities, Purshe Kaplan Sterling Investments, and H.D. Vest Investment Services. Outside of advisory work, he is involved as an officer in a local AAU basketball team. Sharp Financial provides investment advisory and financial planning services to a diverse clientele, including individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that combines proprietary strategies with third-party quantitative analysis and daily market data, offering discretionary management, comprehensive wealth planning, and retirement plan advisory services.

Brad Schank is a financial advisor at PTS Brokerage, LLC with 16 years of industry experience. He holds a Series 66 designation and has been associated with PTS Brokerage since 2009. He is also a member of PTS Tax Advisors, where he is involved in tax preparation services, and owns a life and health insurance business. PTS Brokerage, LLC offers investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm employs an active and tactical investment approach using fundamental and technical analysis, managing both discretionary and non-discretionary portfolios.

Matthew Charles is a financial advisor at Insight Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Insight Advisors since 2019. Prior to this, he spent eight years with The Philadelphia Foundation. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team. The firm provides portfolio management, financial planning, and pension consulting services, utilizing a range of investment strategies including stocks, bonds, options, and cryptocurrency.

Michael Carlucci is a financial advisor with PW Nova Financial Services LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Pwa Financial, LLC for 12 years before joining PW Nova Financial Services in 2026. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to individuals, high-net-worth clients, and institutional plans, including pension and profit-sharing plans as well as government entities. The firm employs a team approach, using a range of analytical methods to construct diversified portfolios that may include mutual funds, fixed income, alternative investments, and more complex strategies, while also serving as a wrap fee program sponsor.

James Schmidt is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, private foundations, and qualified retirement plans. The firm customizes portfolios based on clients’ financial conditions, risk profiles, tax situations, and goals, typically employing a long-term investment approach with a range of investment vehicles, including ETFs, mutual funds, and private funds.

Brian Kuhns is a financial advisor with Andrew Garrett, Inc. in Perkasie, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. Outside of his advisory role, Kuhns serves as a head wrestling coach at Penridge High School and as an assistant football coach and defensive coordinator at Penridge South Middle School. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model utilizing sub-advisers and program sponsors across major platforms, providing a range of strategies tailored to client suitability profiles.

Patrick Greenhalgh is a financial advisor at Lansing Street Advisors with nine years of industry experience. He holds the Series 66 designation. His prior work includes positions at RBC Capital Markets and Merrill, among others. Outside of finance, he worked for Deckpro Powerwash Company for a year. 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 focuses on long-term, fundamental analysis-driven investing primarily using exchange-traded funds, while also incorporating mutual funds, individual equities, fixed income, and external managers when appropriate.

Michael Corley is a financial advisor at Cora Capital Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Corley is also involved with Cora Capital Assurance, a non-investment related business. Cora Capital Advisors serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses by providing discretionary portfolio management and financial planning services. The firm emphasizes a long-term, fundamentals-driven investment approach using diversified, low-cost mutual funds and ETFs, and integrates accounting expertise through its affiliation with an accounting firm.

Jordan Cohen is a financial advisor at Thrive Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrive Capital Management since 2018. In addition to his advisory role, Cohen is involved with Thrive Insurance Group, LLC and Thrive Financial Services, LLC. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, providing discretionary portfolio management, financial planning, and educational services. The firm utilizes diversified model portfolios with fundamental analysis and incorporates third-party sub-advisors to tailor investment strategies.

Kevin Kennedy is an investment advisor representative at MFG Investments, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc. and Triton Pacific Securities, LLC. In addition to his advisory role, he hosts a podcast called Money Moves under MFG Investments. MFG Investments serves individual clients across a range of wealth levels, providing discretionary portfolio management and financial planning. The firm employs strategies such as fundamental analysis and modern portfolio theory, offering tailored investment solutions and educational seminars.

Michael Kulinski is a financial advisor at Quartz Partners Investment Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera and First Protective. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, offering model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis with bottom-up stock selection across distinct model series and manages accounts on a discretionary basis.

Edward Rimbenieks is a financial advisor at Sharp Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Inc. and J Alden Associates, Inc. alongside his current role at Sharp Wealth Advisory, where he has been involved in wealth planning and client relationship management since 2019. Sharp Financial serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, other registered investment advisers, and family offices. The firm manages approximately $502 million with a team of seven advisors across eight offices, utilizing a tactical, risk-based investment process that incorporates technical and cyclical indicators to guide dynamic asset allocation and portfolio management.

Daniel Mcelwee is a CFP® professional with 18 years of industry experience, currently serving as Executive Vice President at Ventura Wealth Management. He has been with Ventura since 2010 and previously worked at American Portfolios Financial Services, Inc. from 2010 to 2024. Outside of his advisory role, he is active in nonprofit organizations, including serving as President of the Point Pleasant Beach Public Education Foundation and Treasurer of the MorDance Ballet company, and he also works as a freelance writer on non-financial topics. Ventura Wealth Management provides financial planning and discretionary portfolio management to a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model-based investment approach combining fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.

Jason Ray is a financial advisor at Zenith Wealth Partners in Philadelphia, PA, holding Series 63 and 66 designations with 11 years of industry experience. His prior roles include positions at Zenith Solutions, LLC, Carnegie Wealth Management, LLC, Strategic Financial Alliance, FS Investment Solutions LLC, and Fs2 Capital Partners, LLC. He is involved with several nonprofit organizations, serving on the boards of Vetri Community Partnerships, Students Run Philly Style, Cobbs Creek Foundation, and the Leon H. Sullivan Charitable Trust. Zenith Wealth Partners provides wealth planning and investment management services to individuals, small businesses, and charitable organizations. The firm employs both active and passive investment strategies using multiple methods of analysis and offers services including financial planning, discretionary portfolio management, retirement plan consulting, and business advisory support.

William Wylie Jr. is a financial advisor at Mitchell Sinkler & Starr with 35 years of industry experience. He has been with the firm since 1980. Mitchell Sinkler & Starr serves high-net-worth individuals and families, as well as estates, trusts, endowments, and foundations, providing separately managed portfolio services and financial advice. The firm emphasizes long-term, goal-based investing with a combination of top-down macro analysis and bottom-up fundamental research.

Christopher Greer is a financial advisor with GSG Advisors, LLC in Mt. Laurel, NJ, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with GSG Advisors since 2002. Outside of his advisory role, the firm owns an independent insurance agency. GSG Advisors provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, using a range of investment vehicles and conducting regular portfolio reviews tailored to clients’ time horizons, tax considerations, and risk tolerance.