Heather Tracey is a financial advisor at Meridian Wealth Partners, LLC with 24 years of industry experience. She holds a Series 65 credential and has worked at Meridian since 2017, previously with American Portfolios Financial Services, Inc. and HJ Wealth Management LLC. Outside of advisory work, she is involved in jewelry sales with Origami Owl. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for around 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 that incorporates Modern Portfolio Theory and the Efficient Market Hypothesis.

Jordan Cohen is a financial advisor at Thrive Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrive Capital Management since 2018. In addition to his advisory role, Cohen is involved with Thrive Insurance Group, LLC and Thrive Financial Services, LLC. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, providing discretionary portfolio management, financial planning, and educational services. The firm utilizes diversified model portfolios with fundamental analysis and incorporates third-party sub-advisors to tailor investment strategies.

Michael Church is a financial advisor at Addison Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nest Investments BD LLC and Nest Investments LLC since 2016 and 2018, respectively. He is also the Managing Partner of Numismatic LLC, a role he dedicates approximately 16 hours per month to. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor portfolios across a broad range of asset classes, managing accounts on both discretionary and non-discretionary bases.

Edward Rimbenieks is a financial advisor at Sharp Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Inc. and J Alden Associates, Inc. alongside his current role at Sharp Wealth Advisory, where he has been involved in wealth planning and client relationship management since 2019. Sharp Financial serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, other registered investment advisers, and family offices. The firm manages approximately $502 million with a team of seven advisors across eight offices, utilizing a tactical, risk-based investment process that incorporates technical and cyclical indicators to guide dynamic asset allocation and portfolio management.

Catherine Delany is a financial advisor at Meridian Wealth Partners, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Aztec Group, Z21 Corporation, and KPMG. 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, and institutional clients, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Daniel Mcelwee is a CFP® professional with 18 years of industry experience, currently serving as Executive Vice President at Ventura Wealth Management. He has been with Ventura since 2010 and previously worked at American Portfolios Financial Services, Inc. from 2010 to 2024. Outside of his advisory role, he is active in nonprofit organizations, including serving as President of the Point Pleasant Beach Public Education Foundation and Treasurer of the MorDance Ballet company, and he also works as a freelance writer on non-financial topics. Ventura Wealth Management provides financial planning and discretionary portfolio management to a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model-based investment approach combining fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.

Jason Ray is a financial advisor at Zenith Wealth Partners in Philadelphia, PA, holding Series 63 and 66 designations with 11 years of industry experience. His prior roles include positions at Zenith Solutions, LLC, Carnegie Wealth Management, LLC, Strategic Financial Alliance, FS Investment Solutions LLC, and Fs2 Capital Partners, LLC. He is involved with several nonprofit organizations, serving on the boards of Vetri Community Partnerships, Students Run Philly Style, Cobbs Creek Foundation, and the Leon H. Sullivan Charitable Trust. Zenith Wealth Partners provides wealth planning and investment management services to individuals, small businesses, and charitable organizations. The firm employs both active and passive investment strategies using multiple methods of analysis and offers services including financial planning, discretionary portfolio management, retirement plan consulting, and business advisory support.

Mark Forktus is a financial advisor with Cordatus Wealth Management LLC and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Cordatus Wealth Management LLC serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes discretionary account management built on financial planning and offers proprietary investment programs that use fundamental and trend analysis alongside risk mitigation strategies.

William Wylie Jr. is a financial advisor at Mitchell Sinkler & Starr with 35 years of industry experience. He has been with the firm since 1980. Mitchell Sinkler & Starr serves high-net-worth individuals and families, as well as estates, trusts, endowments, and foundations, providing separately managed portfolio services and financial advice. The firm emphasizes long-term, goal-based investing with a combination of top-down macro analysis and bottom-up fundamental research.

Jared Quereau is a financial advisor at Baldwin Investment Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baldwin since 2020, previously employed at Bb&T Securities, LLC. Outside of his advisory role, he serves as a board member for the Joanna Furnace Historical Club, where he assists with maintaining the club’s grounds and farmhouse. Baldwin Investment Management provides portfolio management, financial planning, and access to private funds for individuals, high-net-worth clients, trusts, estates, and various institutional clients. The firm combines fundamental, technical, and cyclical analysis with a proprietary quantitative stock-selection model to manage customized investment portfolios.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.

Steven Mignogna is a financial advisor with Legacy Advisors, LLC in Plymouth Meeting, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Legacy Advisors and M Holdings Securities, Inc. since 2011. Outside of his advisory roles, he serves as a non-compensated search committee member for The Legacy Foundation. Legacy Advisors, LLC oversees approximately $4.18 billion in client assets and provides portfolio management, financial planning, and retirement plan consulting services to a diverse client base including pension plans, charitable organizations, and individual investors. The firm combines fund, fundamental, and technical analysis with manager monitoring and offers both discretionary and non-discretionary management.

Grant Rawdin is a CFP® professional with 34 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 1987. He holds a Series 63 license and is based in Philadelphia, PA. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process supported by individualized Investment Policy Statements.

Nicholas Bucci is a CFP® with 17 years of industry experience, currently serving as a financial advisor at BLBB Advisors. He has previously worked at Hirtle Callaghan & Co. and holds teaching positions at West Chester University and Jefferson University. He also serves as an adjunct instructor at Immaculata College. BLBB Advisors provides investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and nonprofits, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment strategies, personalized planning, and specialized services such as a Global Macro ETF strategy and an equity covered-call overlay.

John Reilly is a CFA® charterholder with 14 years of industry experience. He has been with 1919 Investment Counsel, LLC since 2005. The firm provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. 1919 Investment Counsel constructs customized portfolios focused on mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, and operates as a subsidiary of Stifel Financial Corp.

Scott Merkel is a financial advisor at Capital Analysts with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment Planning, Inc. since 2004. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, leveraging an in-house Investment Management & Research team that uses proprietary screening tools and manages model portfolios.

Vincent Capone is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley and IM Wealth Partners prior to his current roles. Capone assists with investment and insurance business activities in addition to his advisory responsibilities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Timothy Ferko is a CFP® and ChFC® with 27 years of experience in the financial industry. He has worked at Wescott Financial Advisory Group LLC since 2021 and previously spent 16 years at Allstate Insurance Company. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, and corporations. The firm employs an open-architecture, multi-manager investment approach blending passive and active strategies, and offers services such as portfolio management, pension consulting, family office solutions, and trustee services.

Aaron Stolpen is a CFA® charterholder with nine years of industry experience. He currently serves as a financial advisor at Legacy Advisors, LLC, where he has worked since 2023. Prior to joining Legacy Advisors, Stolpen held roles at Domani Wealth LLC and Tarbox Family Office, Inc. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management tailored to clients' objectives and risk tolerance, using a combination of fundamental and technical analysis alongside mutual funds, ETFs, independent managers, and select private funds and derivatives.

Vincent Tassone is a financial advisor with Realta Investment Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Causeway Securities LLC, Raymond James & Associates, INC, and First Trust Portfolios L.P. He was also involved with Vinni's Pizza West Deptford, LLC, indicating experience outside the financial sector. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services through a network of advisors, serving individuals, pension plans, and institutional clients. The firm employs individualized strategies that utilize diverse asset allocations and offers multiple portfolio management and consulting options, including third-party manager programs and held-away account management.