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.

Martha Pope is a CFP® professional with three years of industry experience, currently serving at Wellfull (Bernardo Wealth Planning, LLC). She has been with Bernardo Wealth Planning since 2019 and previously worked with the Gift of Life Donor Program. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm emphasizes financial planning as the foundation for its investment approach and manages portfolios using model-based asset allocation combined with multiple analysis methods.

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.

Ian Higgins is a financial advisor at Clearview Financial Partners with 4 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SEI Investments and The Vanguard Group. Clearview Financial Partners serves individuals, high-net-worth clients, and small businesses by providing asset management, financial planning, and retirement-plan consulting. The firm manages approximately $1.06 billion across over 600 client relationships, employing an open-architecture investment approach with a mix of fundamental, tactical, and quantitative methods.

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.

Anthony Bernardo Jr Jr. is a financial advisor with Wellfull, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His work history includes time at Bernardo Wealth Partners LLC and Purshe Kaplan Sterling Investments, with a focus on wealth planning and investment management. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm emphasizes financial planning as the foundation of its investment approach and manages portfolios using model-based asset allocation supported by multiple analysis methods.

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.

Sean De Barberie is a CFP® and ChFC® with six years of industry experience, currently serving at Thrive Capital Management, LLC. His prior roles include positions at RiversEdge Advisors and KeyBank. Outside of finance, he has experience managing a hauling business, DeBar's Hauling. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, and educational services. The firm uses diversified model portfolios supported by fundamental analysis and collaborates with third-party sub-advisors to tailor investment strategies.

Adrienne Stark is a CFP® professional with 21 years of industry experience. She currently works at Boldin Advisors and has held roles at firms including MISSIONSQUARE RETIREMENT, Fidelity Investments, TIAA CREF, and Facet Wealth. Outside of her advisory practice, she serves as Treasurer on the Young Friends Advisory Board for the Philadelphia Animal Welfare Society, an animal rescue organization. Boldin Advisors offers financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm uses Modern Portfolio Theory to recommend diversified, low-cost index fund portfolios and emphasizes a long-term, buy-and-hold investment approach without discretionary account management.

Nicole Offerman is a financial advisor at RTD Financial Advisors Inc with 18 years of industry experience. She holds the Series 66 designation and has worked at RTD Financial Advisors since 2018. Prior to that, she was associated with Innovative Investment Fiduciaries, LLC and Innovative Benefit Planning, LLC, where she also serves as an account executive in employee benefit and financial services. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, and non-profits. The firm employs a life-centered financial planning approach with personalized investment management and fiduciary consulting, emphasizing asset allocation, tax-aware management, and comprehensive reporting.

Brian Kohute is a CFA® charterholder and holds a Series 66 license with 26 years of industry experience. He has been with Meridian Wealth Partners, LLC since 2017 and previously worked at HJ Wealth Management LLC for 12 years. Outside of advising, he operates as an independent insurance agent and is involved with pension plan consulting and loan origination on a limited basis. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients through a ten-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and corporations, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Randi Leese is a financial advisor at Thrive Capital Management, LLC with 17 years of industry experience. She holds the Series 63 and Series 65 designations. Outside of her advisory role, she is the sole owner of RL Cake Designs, LLC, a custom cake design business she has operated since 2011. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm employs diversified model portfolios and fundamental analysis, with regular reviews and the use of third-party sub-advisors to tailor strategies.

Adam Goldstein is a financial advisor with 6 years of industry experience, currently with 1st Financial Investment, Inc. He also operates AG Consulting, LLC, where he works as a Certified Public Accountant specializing in accounting, audits, and forensic audits. His prior experience includes roles at Golden Card Breaks and Valuation Research Corp. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, combining passive index funds and ETFs with active managers, and offers investment advice on a non-discretionary basis.

Frank Mannino is a CFP®-credentialed financial advisor with eight years of industry experience, currently practicing at One Wealth Advisors, LLC in Philadelphia. Prior to joining One Wealth Advisors in 2018, he spent ten years at Multicultural Academy Charter School. He also serves as an insurance agent with OWA Insurance Services, LLC, where he oversees and places sales of commissionable insurance products. One Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach with tactical flexibility, utilizing diversified portfolios and various third-party platforms to implement strategies such as automated allocations and tax-loss harvesting.

Charles Manning is a financial advisor at Compass Ion Advisors, LLC with 28 years of industry experience. He has previously worked at United Capital Financial Advisers, LLC and Ct Financial Advisors, LLC. He holds a Series 63 designation. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various institutions by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm manages approximately $1.59 billion using a team-driven advisory model and emphasizes strategic asset allocation and long-term holding periods.