Joshua Grimes Avery is a financial advisor at Northstar Financial Companies, Inc. with three years of industry experience. He holds Series 65 and Series 63 credentials and has worked at BlackRock and Blackrock Investments, LLC. Prior to his finance career, he was employed at Barnes & Noble for five years. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and both discretionary and non-discretionary investment management across taxable and retirement accounts. The firm employs a goals-based, fundamental investment approach using mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.

Ryan Babeuf is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has been with Edge Wealth Management, LLC since 2007. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s approach is based on fundamental analysis and tailored portfolio allocation across a range of securities, managing approximately $770.7 million in assets for about 261 clients with a five-adviser team.

Paul Orihel is a financial advisor with Insight Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Insight Advisors since 2016. In addition to his advisory work, he evaluates disability and creditable compensation requests for the New Jersey Teachers Pension and Annuity Fund. Insight Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, pension consulting, and portfolio monitoring. The firm manages approximately $785 million in client assets and employs a range of investment strategies including ETFs, mutual funds, stocks, bonds, options, and private securities.

Daniel Mccusker Jr. is a CFP® professional with 25 years of industry experience. He has been with Meridian Wealth Partners, LLC since 2017 and previously worked at Hj Wealth Management, LLC from 2014 to 2017. In addition to his advisory role, he serves as an insurance consultant. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for around 707 clients through a team of ten advisors. The firm provides comprehensive financial planning and discretionary portfolio management using a long-term, evidence-based investment approach that incorporates Modern Portfolio Theory and the Efficient Market Hypothesis.

Kurt Folcher is a financial advisor at Andrew Garrett, Inc. with 36 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. Andrew Garrett, Inc. serves a diverse client base including retail individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover guidance, utilizing a variety of investment strategies and platforms tailored to client suitability, risk tolerance, and time horizon.

Jonathan Inzero is a CFP® professional with 13 years of industry experience, currently serving at Innova Wealth Partners, LLC since 2015. He holds a Series 66 license and is also a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management and financial planning services to individuals, trusts, pension plan participants, and businesses. The firm employs fundamental, technical, and cyclical analysis to implement investment strategies and frequently utilizes specialized sub-advisors while maintaining discretionary trading authority and ongoing oversight.

Gregory Dob is a CFP® professional with one year of industry experience, currently serving at Kitching Partners, LLC. Prior to joining Kitching Partners, he worked at GKFO, LLC from 2009 to 2023. Kitching Partners advises individuals, families, trusts, charitable organizations, foundations, and corporations, offering discretionary investment management along with family enterprise services such as governance structuring, estate planning coordination, philanthropic giving, and strategic business consulting. The firm employs client-specific asset allocation using optimization techniques and combines active and passive strategies with fundamental and quantitative research.

Bret Elam is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been associated with Thrive Insurance Group, Thrive Capital Management, and Thrive Financial Services since 2011. Outside of his advisory work, Mr. Elam serves as Vice President of Colony Pools Service of PA, a swimming pool maintenance and servicing company. 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 offers access to third-party managers, managing approximately $398 million for nearly 600 clients.

Heath Goldstein is a financial advisor at 1st Financial Investment, Inc. in Philadelphia, PA, with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with 1st Financial Investment, Inc. since 2016. Outside of his advisory role, he serves as a volunteer fireman and emergency medical technician with several fire companies and holds leadership positions in local amateur radio and pilot clubs. 1st Financial Investment, Inc. provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, and small businesses. The firm employs a core-and-satellite asset allocation strategy using passive index funds and ETFs combined with active managers, delivering advice on a non-discretionary basis while monitoring outside managers to ensure adherence to stated strategies.

Gavin Maurer is a CFP® affiliated with RTD Financial Advisors Inc in Philadelphia, PA, with experience beginning in 2022 at various RTD entities. Prior to his financial advisory roles, he worked at Bent Creek Country Club from 2018 to 2022. RTD Financial Advisors serves individuals, families, and institutional clients, offering life-centered financial planning, personalized investment management, and fiduciary consulting for retirement plans and trusts. The firm employs an asset-allocation driven approach with ongoing monitoring and emphasizes fiduciary services for pooled employer plans and institutional retirement plans.

Rachel Moran is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 13 years of industry experience. She holds a Series 65 designation and has been with RTD Financial Advisors since 2013. RTD Financial Advisors serves individuals, families, and a variety of institutional clients, including pension and ERISA-covered retirement plans, pooled employer plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Donald Jones is a CFP® and CPA with 27 years of experience in the financial industry. He has worked at firms including Verus Capital Partners, LPL Financial, and Avantax Advisory Services. In addition to his advisory role, he owns a tax preparation firm serving individuals and businesses. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base including high-net-worth individuals, trusts, corporations, and retirement plans. The firm employs a long-term, low-turnover investment strategy using primarily actively managed equity mutual funds and index bond funds, integrating tax preparation and planning services alongside portfolio management.

Lisa Green is a financial advisor with Sunpointe Investments in Bryn Mawr, PA, holding Series 63, 65, and 66 licenses and 11 years of industry experience. She has worked at Sunpointe since 2019 and is involved in a family office, RDA Ventures, where she assists in managing and evaluating the family’s investment portfolio. Sunpointe Investments provides advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm’s investment approach combines active and passive strategies with fundamental and behavioral analysis, offering diversified portfolios and family-office services through an 11-advisor team managing approximately $791 million in assets.

Jacob Siani is a financial advisor at Amplius Wealth Advisors with Series 66 registration and one year of industry experience. He previously worked at Franklin Group Financial Services/Equitable Advisors and has academic experience at Johns Hopkins University. Outside of his advisory role, he acts as power of attorney for his parents. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to third-party money managers. The firm utilizes model portfolios, outside managers, and technology platforms to customize and manage client strategies.

Luke Porter is a Certified Financial Planner™ (CFP®) with 14 years of experience in the financial services industry. He is currently with Compass Ion Advisors, LLC and previously worked at Keel Point, APW Capital, Inc. (formerly CAMAS), and Portfolio Strategy Team, LLC. Outside of his advisory role, Porter serves as interim board chair of The Divorce Recovery Center, a nonprofit assisting individuals through divorce. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and nonprofit institutions, offering comprehensive financial planning, investment advisory, and retirement plan consulting. The firm employs a team-driven model with a focus on strategic asset allocation, long-term holding periods, and a diversified use of investment vehicles including ETFs, mutual funds, and separately managed accounts.

Fred Snitzer is a financial advisor with Prudent Management Associates in Philadelphia, PA, holding a Series 65 designation and 23 years of industry experience. He has been with Prudent Management Associates since 2002, where he is part of a six-advisor team. Prudent Management Associates serves high-net-worth individuals and institutional clients such as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm provides discretionary portfolio management and limited consulting services, managing approximately $1.14 billion across about 216 client relationships, and employs a portfolio construction approach based on low-cost mutual funds, proprietary quantitative models, and discretionary oversight by an Investment Committee.

James Mcconnel is a financial advisor at Mitchell Sinkler & Starr with seven years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. His prior work includes roles at Goldman Sachs & Co. and the Montgomery School. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals, families, estates, trusts, endowments, and foundations. The firm uses a long-term, goal-based investment approach that combines top-down macro analysis with bottom-up fundamental research to build portfolios of high-quality equities, bonds, and exchange-traded funds.

Zachary Merring is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with RTD Financial Advisors Inc in Philadelphia, PA, where he has worked since 2023. His prior experience includes roles at Lincoln Financial Advisors, OmniGrowth Wealth Professionals, and William Paterson University. RTD Financial Advisors is a multi-team, SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and comprehensive retirement-plan support.

John Orobono Jr. is an advisor at Innova Wealth Partners, LLC with one year of industry experience. His prior work includes roles at Ten Holdings Inc, G2 Startup Advisors LLC, and Danis Auto. Innova Wealth Partners provides discretionary portfolio management and financial planning for individuals, trusts, pension plan participants, and businesses. The firm uses a range of investment strategies including fundamental, technical, and cyclical analysis, employing both long- and short-term trading while frequently engaging specialized sub-advisors for portfolio implementation.

Christopher Vassallo is a CFP® professional with 13 years of experience in financial advising. He has been with RTD Financial Advisors Inc since 2010. RTD Financial Advisors serves individuals, families, and a variety of institutional clients including pension and ERISA-covered retirement plans, pooled employer plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning, personalized investment management, and fiduciary consulting, utilizing an asset-allocation driven approach with ongoing monitoring and tax-aware management.