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 two years of industry experience, currently serving at Kitching Partners, LLC. Prior to this, he was with GKFO, LLC for 14 years. Kitching Partners advises individuals, high-net-worth families, trusts, charitable organizations, and corporations, offering fee-only investment management alongside family enterprise services such as family governance, estate planning, philanthropic advising, and strategic business consulting. The firm uses asset-allocation frameworks that combine fundamental research with quantitative methods, integrating both active and passive strategies, and considers cross-border and tax-related factors in its management approach.

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.

Gary Gallagher is a financial advisor with Certior Financial Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked with Mutual Securities, Inc. and Voya Financial Advisors, Inc. before joining Certior Financial Group, where he has been since 2016. Outside of financial advising, Gallagher is involved with Trinity Christian UCC as a member of its finance, property, and community committees, and he is a partner in an organic composting business. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a broad client base, including individuals, trusts, and business entities. The firm combines hands-on financial planning with discretionary portfolio management, using both active and passive investment vehicles, third-party sub-advisers, and conducts regular client reviews to adjust strategies based on market conditions and client needs.

Yousef Almbaid is a CFP® and Series 65-licensed financial advisor with three years of experience, currently with TGS Financial Advisors. Prior to joining TGS, he spent time at Haverford College and Ramallah Friends School. TGS Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants through discretionary investment management and financial planning, utilizing mutual funds, ETFs, sub-advisors, and various strategies while offering both discretionary and non-discretionary engagements.

Robert Young II is a financial advisor with Sentinel Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach combining fundamental, technical, and cyclical analysis, and provides ongoing portfolio monitoring with formal quarterly reviews.

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 and holds Series 63, 65, and 66 designations. She has 11 years of industry experience, including roles at Credit Suisse Securities and Pershing LLC. Outside of her advisory work, she is involved as a financial analyst for her family office, RDA Ventures, assisting with investment portfolio management and decision evaluation. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach combining active and passive strategies, fundamental and behavioral analysis, and offers family-office and direct private investment services.

John Anderson is a CFP® with 33 years of industry experience. He currently serves as an advisor at Diversified, LLC and has previously worked at SEI Investments and its related companies for 27 years. Diversified, LLC offers financial planning and portfolio management services to individuals, high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process, ongoing asset management, and uses a combination of third-party managers and technology platforms to tailor portfolios, including bespoke options like Elite bundled services and wrap programs.

Richard Biele is a financial advisor at Bucks Capital Advisers with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Andrew Garrett, Inc. for 19 years. Outside of his advisory work, he is involved with Brack Advisors LLC. Bucks Capital Advisers provides asset management, comprehensive portfolio management, and retirement plan consulting for a diverse client base including individuals, trusts, non-profits, pension and profit-sharing plans, private funds, and businesses. The firm manages approximately $670.7 million in client assets, employing a range of investment strategies and regularly monitoring and rebalancing client portfolios.

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.

Frank Campbell III is a financial advisor at Cresap, Inc. with 32 years of industry experience. He has held roles at Cresap since 2010 and previously worked at Bryn Mawr Asset Management and The Bryn Mawr Trust Co. He serves on the Pennsylvania Bankers Association Securities & Brokerage Advisory Committee and volunteers as a baseball and lacrosse coach, as well as a swimming official in Chester County. Cresap, Inc. is a five-advisor firm managing approximately $339 million, primarily serving individual retail investors. The firm offers portfolio management and advisory services through both fee-based and transaction-based formats, with a focus on non-discretionary accounts and a dual registration model that integrates broker-dealer activities and a clearing relationship with Wells Fargo.

John Orobono Jr. is a financial 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 (Gettacar). Innova Wealth Partners provides discretionary portfolio management and financial planning to individuals, trusts, pension plan participants, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis and frequently employs specialized sub-advisors while maintaining discretionary trading authority and ongoing oversight.

Robert Kuberski Jr. is an advisor at NewSquare Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services, Cohen & Steers, Eaton Vance Management, and Ridgeworth Capital Management. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a range of individual and institutional clients. The firm focuses on diversified, strategic asset allocation using ETFs, equities, and fixed income, and employs sub-advisors and tax-aware investment strategies within its client portfolios.

Donna Teets is a financial advisor at Almanack Investment Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including StoneBridge Advisors, Inc., Domani Wealth LLC, and United Capital Financial Advisers, LLC. In addition to her advisory work, she participates as an independent contractor in consumer product testing. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individual and institutional clients. The firm employs model asset allocation portfolios focused on diversified, risk-conscious strategies and offers a range of investment approaches including adviser-managed pooled funds and private fund platforms.

Jeffrey Walker is a financial advisor at Thrive Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Thrive Capital Management, Thrive Insurance Group, and Thrive Financial Services since 2019. Prior to that, he was employed at Bryn Mawr Trust and Citizens Securities, Inc. 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, working with third-party sub-advisors and unaffiliated managers to tailor investment strategies.

Christopher Chaves is a financial advisor at Beacon Bridge Wealth Partners, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, Inc. for six years prior to joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment management services to individuals, families, and entities such as family offices and trusts. The firm’s investment approach is fundamentally long-term, typically centered on ETF-based portfolios with allocations to various asset classes, and includes regular portfolio monitoring and formal reviews.

J Dever is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Alden Investment Group. His prior roles include positions at Patriot Financial Partners, Piper Jaffray & Co., and Morgan Stanley. He is also the founder of JDP Capital Management LLC, an investment management firm focused on small community banks. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management along with fiduciary and financial planning services. The firm utilizes a customized asset allocation approach combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform.

Joseph Betti is a financial advisor with Andrew Garrett, Inc. in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sw Bach & Company since 2005. Betti is also involved with Princeton Financial as a separate business activity. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients through discretionary and non-discretionary management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model with various program sponsors and offers customized portfolio strategies including ESG-focused options.