Michael Jordan is a financial advisor at Traynor Capital Management with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Charles Schwab and Pacific Life Insurance Company. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations. The firm offers tailored portfolio management and financial planning, emphasizing direct stock ownership through a proprietary methodology, and manages over $2.4 billion with a seven-advisor team.

Dylan Smith is a financial advisor at Muntz Financial, LLC with a Series 65 designation and no prior industry experience. He has a background in real estate, currently working as a licensed real estate salesperson with J. Carroll Molloy Realtor, LLC. Outside of finance, he has several years of experience in roles related to golf clubs and landscaping. Muntz Financial provides fee-only investment advisory services to individuals, trusts, plans, corporations, and private funds, using a core-satellite investment approach that incorporates fundamental, technical, cyclical, and charting analysis for a range of strategies. The firm also manages private equity and pooled investment vehicles, serving both retail and non-retail clients.

Benjamin Roberts is a financial advisor at Ironview Capital Management, LLC with 14 years of industry experience. He has been with Ironview since 2010. Ironview Capital Management is a SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm employs a variety of strategies including fundamental, technical, and quantitative analysis, and offers discretionary portfolio management, financial planning, and pension consulting services.

Ryan Shane is a financial advisor at Nest Egg with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group for three years prior to joining Nest Egg. His background includes experience outside finance, having worked at Kildare's Irish Pub and West Chester University. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet- and kiosk-based advisory platform. The firm uses proprietary quantitative and qualitative models to generate investment recommendations and manages client accounts on a discretionary basis.

Cody Terrion is a financial advisor at Atlas with seven years of industry experience and holds the Series 66 designation. His prior work includes roles at Merrill, The McLean Group, Jefferies LLC, and U.S. Bank. Outside of finance, he was involved with Irazu Coffee for three years. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm employs a long-term, index-based investment framework supplemented by internally managed strategies and offers both discretionary and non-discretionary portfolio management.

Jennifer Garrett is a CFA® charterholder with 31 years of experience in the financial industry. She has been with Ellis Investment Partners, LLC since 2013. Outside of her advisory role, she serves as chair of the investment committee for the BARC Foundation, a nonprofit supporting people with disabilities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client objectives and risk tolerance, with an emphasis on diversification and tax-aware management.

Derek Lemke is a CFP® with 22 years of industry experience, currently serving at Ellis Investment Partners, LLC. He has worked at Ellis since 2015 and has also been a pilot for American Airlines and Piedmont Airlines. In addition to his advisory role, he is a licensed agent selling life, health, disability, long-term care, and annuity insurance products. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional clients with portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes dynamic asset allocation, diversification, and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Aaron Marks is a financial advisor at Amplius Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill for ten years. Marks is also an independent licensed insurance agent. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by offering discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm utilizes model portfolios, independent sub-advisers, and operational platforms to deliver customized investment advice and coordinate tailored solutions for its clients.

Richard Clairmont is a financial advisor with CPC Financial Planning, Inc. He holds a Series 66 designation and has 11 years of experience in the industry. His work history includes roles at LPL Financial and Royal Alliance Associates, as well as a long-standing association with Clairmont, Paciello & Co. P.C., a tax preparation and accounting firm. CPC Financial Planning, Inc. provides written financial planning, annual plan monitoring, and hourly advice to individuals and business entities, focusing on coordinated recommendations across investments, tax planning, retirement, insurance, and estate matters. The firm operates on a non-discretionary, fee-for-service model and is closely integrated with a CPA practice to support tax and accounting coordination within the planning process.

Michelle Czarnecki is a financial advisor at Amplius Wealth Advisors with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Wells Fargo Clearing, and Purshe Kaplan Sterling Investments. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to fee-based insurance and third-party money managers. The firm utilizes model portfolios, independent managers, and sub-advisers to deliver customized discretionary advice and leverages third-party platforms and operational tools to implement and monitor client strategies.

Christopher Dougherty is a financial advisor with Muntz Financial, LLC, holding a Series 65 designation. He has a professional background that includes roles at Pride Technologies, Valuation Research Corporation, and KPMG, with a total of four years in related fields. Dougherty is based in Doylestown, PA. Muntz Financial serves individual clients, trusts, estates, retirement plans, corporations, and private funds, offering fee-based portfolio management and financial planning across a broad range of investment vehicles. The firm typically employs a core-satellite investment approach and incorporates multiple forms of analysis to tailor portfolios to client objectives, including private equity and limited partnership investments.

Matthew Rittenhouse is a CFP® with 23 years of industry experience, currently affiliated with Wellfull. He previously worked at MML Investors Services, Inc. and Whipple & Associates / MassMutual Life Insurance Company for 13 years before joining Bernardo Wealth Planning LLC. Outside of his advisory role, he provides technical and compliance support as an independent contractor. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by offering financial planning, discretionary portfolio management, retirement plan consulting, and tax and accounting services through an affiliated entity. The firm emphasizes financial planning as the basis for its investment approach and manages portfolios using model-based asset allocation informed by multiple analysis methods.

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.

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.

George Connell is a financial advisor with Drexel Morgan & Co. in Radnor, PA, holding a Series 63 designation and bringing 58 years of industry experience. His career includes long-term roles at Drexel Morgan & Co., Derxel Morgan Capital Advisers, Inc., Haverford Financial Services, Inc., The Haverford Trust Company, and Haverford Trust Securities, Inc. Drexel Morgan & Co. provides discretionary and non-supervisory investment advisory services primarily to high-net-worth individuals, managing portfolios based on client objectives, risk tolerance, and restrictions. The firm’s investment approach centers on fundamental analysis and a core "Legacy Portfolio" of large-cap, dividend-paying U.S. stocks focused on dividend growth.

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.

Sean Gallagher is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Thrive Wealth Management since 2023 and previously held roles at Mass Mutual Greater Philadelphia and Temple University. Prior to entering the financial industry, he spent over a decade in primary and secondary education. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors by providing investment management, financial planning, and retirement consulting services. The firm employs client-specific strategies using a variety of model portfolios and investment vehicles, with an emphasis on tax-aware management and regular portfolio reviews.

Lin Fei is a financial advisor with Sun Global LLC and holds a Series 65 designation. Lin has extensive work history including 24 years at Colgate and has been involved with Stillwell Investment LLC and Fax Realty LLC for over a decade. Lin is currently retired. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individuals, using a risk questionnaire and Investment Policy Statements to guide investment decisions. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis with long-term investing, short-term trading, and options strategies.

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.