Stephen Kitching is a financial advisor at Kitching Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GKFO, LLC and Forefront Analytics, LLC. Kitching Partners advises individuals, families, trusts, charitable organizations, foundations, and corporations, providing discretionary investment management and family enterprise services such as family governance structuring and estate planning coordination. The firm employs client-specific asset allocation with a mix of active and passive strategies, fundamental and quantitative research, and alternative investments, managing approximately $538.6 million in client assets.

Calvin Rose is a financial advisor at Clear Capital Management LP with six years of industry experience. He previously worked at Dechert LLP for ten years. Rose holds a Series 65 credential and serves as a non-paid member of the Philadelphia Bond Club. Clear Capital Management LP provides discretionary portfolio management and financial planning to individuals, trusts, estates, and certain retirement and corporate plans. The firm uses proprietary quantitative models and a "Natural Selection" algorithm to manage client assets across a diverse set of investment strategies.

Nicholas Troia is a financial advisor with Nest Egg in Conshohocken, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Cetera and Flushing Bank. Nest Egg provides discretionary investment management services 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 generate investment recommendations and manages accounts on a discretionary basis with a highly automated process.

Victoria Abaev is a CFP® professional affiliated with WealthFD and has nine years of prior experience at Aspiriant and five years at Blue Summit Wealth Management. She has been with WealthFD for one year as part of a five-advisor team. WealthFD serves individuals, high-net-worth clients, and retirement plans with portfolio management, comprehensive financial planning, and pension consulting. The firm integrates accounting and advisory services, offering tax preparation, personal bookkeeping, and tax-planning alongside investment management.

Jason Dorfman is a financial advisor with Nest Egg in Conshohocken, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at The Vanguard Group for two years and at Hand and Stone Franchise Corp for four years. Dorfman is also a licensed representative of Nest Insurance LLC, a subsidiary of Nest Egg. Nest Egg provides discretionary investment management primarily using ETFs, mutual funds, and annuities for individuals, corporations, trusts, nonprofits, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models combined with technical, fundamental, and cyclical analysis to manage portfolios on a discretionary basis with limited face-to-face contact.

Kenneth Coniglio is a financial advisor at JW Nova Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Pwa Financial, LLC for 12 years before joining PW Nova Financial Services. JW Nova Wealth Partners manages approximately $308 million for a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm offers wrap-fee wealth management, pension consulting, and financial planning, employing a range of analytical methods and investment strategies tailored to client goals documented in Investment Policy Statements.

Michael Horwath Jr. is a CFA® charterholder with 14 years of experience in financial advisory roles. He has worked at Lansing Street Advisors since 2026 and previously held positions at Diversified Enterprises, LLC and Securities Service Network, LLC. He is based in Ambler, PA and holds Series 63 and Series 65 licenses. Lansing Street Advisors is a team-based firm that provides discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis and constructs portfolios primarily using exchange-traded funds, with additional allocations to mutual funds, equities, fixed income, and independent managers as appropriate.

Allyson Mangine is a CFP® and holds a Series 66 license, currently serving with Amplius Wealth Advisors. She has five years of industry experience, including prior roles at Fidelity Investments and RBC Capital Markets. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and access to third-party managers. The firm combines customized advice with model portfolios and leverages platform relationships to implement and monitor client strategies.

Donna Woytek is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Gibraltar Wealth Management since 2002 and also has a long tenure with Cresap, Inc. 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 uses a combination of proprietary and model-driven approaches, including specialized programs such as Relative Strength advisory and an interactive service for active investors.

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.

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Robert Macaulay is a CFP® with 37 years of industry experience, currently serving as an advisor at JMAC Enterprises LLC since 2021. He previously worked at Wells Fargo Advisors and related entities from 2009 to 2021. In addition to his advisory role, he is involved in insurance sales unrelated to investment activities. JMAC Enterprises LLC provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in assets and focuses on customized investment programs with a primarily long-term approach, acting as a fiduciary for ERISA and IRA accounts and offering ongoing client support.

John Hickey III is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Integrity Investment Advisors, LLC and has worked at Comprehensive Advisors LLC since 2006. Outside of his advisory role, he serves as a constable for the state of Pennsylvania and is treasurer of the Pennsylvania Fraternal Order of Constables. He also leads a tax preparation and bookkeeping firm and provides employee assistance program training on financial topics. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers financial planning and portfolio management with an investment approach that emphasizes diversification, cost control, tax efficiency, and a combination of fundamental and technical analysis.

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.

Samuel Liebman is a financial advisor at Amplius Wealth Advisors with 56 years of industry experience. He holds a Series 63 designation and has previously worked at Merrill Lynch, Bank of America, and Amplius Asset Management. Liebman is also a licensed insurance agent. 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 managers. The firm offers customized advice, incorporating model portfolios and independent sub-advisers, and utilizes third-party platforms to implement and monitor client strategies.

Gbarclai Mowenn is a CFP® professional at Compass Ion Advisors, LLC with one year of industry experience. Prior to joining Compass Ion Advisors in 2026, he worked at Logan Capital Management LLC and Tiedemann Advisors / ALTI Global. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, colleges, schools, and charitable organizations by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm employs a team-driven advisory model and emphasizes strategic asset allocation with long-term holding periods across a range of investment vehicles.

John Carson is a financial advisor at NorthStar Asset Management Company, LLC with 18 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at firms including Glenmede Trust Company, Oppenheimer, and Merrill. Since 2024, he has also served as an Independent Director for the Federated Hermes Premier Municipal Income Board, overseeing mutual fund activities. NorthStar Asset Management Company provides investment management and ERISA fiduciary services to individuals, high-net-worth clients, businesses, and charitable organizations. The firm follows a growth-biased investment approach focused on fundamental analysis and asset allocation, managing approximately $660 million with a compact advisory team.

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.

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.