Timothy Collins is a financial advisor with PTS Brokerage, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Citigroup Global Markets and concurrently operates Timothy D Collins Tax and Accounting Services as well as Investigative Alternatives, a private investigation business. Additionally, he serves as a senior consultant with CohnReznick LLP and is involved in government services through Continuity Operations Group, LLC. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm tailors portfolios using fundamental and technical analysis, employs options strategies primarily for larger accounts, and operates as both an SEC-registered investment adviser and a registered broker-dealer.

Daniel Carney is a financial advisor at Integrity Investment Advisors, LLC with a Series 65 credential and four years of industry experience. He has worked at Integrity Investment Advisors since 2021 and has owned a business since 2018. Prior to his advisory career, he was involved in the restaurant industry. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for around 184 clients. The firm offers financial planning and portfolio management services to individuals, families, trusts, non-profits, pensions, and businesses, utilizing a process that combines fundamental and technical analysis with an emphasis on diversification, cost control, and tax efficiency.

Daniel Rodan is a financial advisor at Tower Bridge Advisors with 21 years of industry experience and holds a Series 66 designation. He has worked at Tower Bridge Advisors since 2018 and previously spent two years at BB&T Securities. Tower Bridge Advisors provides investment advice and asset management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, along with managing two private funds. The firm emphasizes strategic asset allocation using fundamental and cyclical analysis, selective ETFs, laddered investment-grade bonds, and derivative strategies.

Peter Keenan is a CFP® with 17 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC, where he has worked since 2025. Prior to this, he spent 20 years at The Vanguard Group, Inc. and also had a brief tenure at APEX Financial Advisors, Inc. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm customizes portfolios based on clients’ financial conditions, risk profiles, tax situations, and goals, typically favoring a long-term investment approach while utilizing a range of investment vehicles including ETFs, mutual funds, and private funds.

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.

Stephen Schmidt is a financial advisor at Innova Wealth Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Innova Wealth Partners since 2013. Schmidt 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 to individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment strategies, including the use of specialized sub-advisors and derivatives, and offers educational courses and retirement workshops as part of its client services.

Matthew Fitzgerald is a financial advisor at Laurel Oak Wealth Management, LLC in Marlton, NJ, with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise Financial Services from 2005 to 2025 before joining Laurel Oak and Purshe Kaplan Sterling Investments in 2025. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, institutions, trusts, and businesses. The firm employs both active and passive strategies, including tactical asset allocation and alternative investments, and serves clients through a wrap fee program managing approximately $1.34 billion across more than 4,500 accounts.

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.

Morgan Zafonte is a CFP® professional affiliated with JMAC Enterprises LLC, with eight years of industry experience. Prior to joining JMAC in 2021, he worked at Wells Fargo Advisors Financial Network and Wells Fargo Advisors, with a background that also includes three years at Johnson & Johnson. 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 client assets using customized investment programs that typically include ETFs, individual securities, bonds, mutual funds, and options, maintaining a primarily long-term investment focus with flexibility for tactical adjustments.

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.

Richard Durso is a CFP® with 17 years of experience at RTD Financial Advisors Inc in Philadelphia, PA, where he has worked since 2009. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he has served as the head coach of the Drexel University women's ice hockey team since 2001. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, emphasizing individualized investment policies and asset allocation with ongoing monitoring and tax-aware management.

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.

Thomas Mcinerney is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Inc. and Insight Advisors since 2013. Outside of advising, he is the president and majority owner of Meridian Alarm Co., Inc., a security alarm company, and serves as a board member and minority owner of Liberty Coating, a pipe coating business. 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, employing varied investment strategies including individual securities, mutual funds, options, and cryptocurrency.

William Wolf is a financial advisor at Insight Advisors, LLC in Newtown, PA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Insight Advisors since 2013. Prior to that, he was with Purshe Kaplan Sterling Investments for five years. Wolf is also a licensed insurance agent. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and various business entities. The firm provides portfolio management, financial planning, and pension consulting through a team of 15 advisors, employing a range of investment strategies tailored to client goals.

Joshua Grimes Avery is a financial advisor at Northstar Financial Companies, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BlackRock and Blackrock Investments, LLC from 2018 to the present. 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 discretionary and non-discretionary investment management across taxable and retirement accounts. The firm employs a goals-based, fundamentally driven investment process utilizing 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 six years of industry experience. He has been with Edge Wealth Management, LLC since 2007, where he is part of a team of six advisors based in Havertown, PA. Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing discretionary investment management alongside limited financial planning and consulting services. The firm employs a fundamental analysis approach to portfolio construction, incorporating various equity and fixed-income instruments tailored to client objectives.

Daniel Mccusker Jr. is a CFP® with 26 years of industry experience, currently serving as an advisor at Meridian Wealth Partners, LLC since 2017. His prior roles include positions at Hj Wealth Management, Elko Financial Advisors, Commonwealth Financial Network, and Cincinnati Analysts, Inc. He also works as an insurance consultant outside of his advisory practice. 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 using a long-term, evidence-based investment approach grounded in 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.