Jason Snipe is a financial advisor with Odyssey Capital Advisors Inc. in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Saxony Securities, Kestra Financial Services, and First Genesis Financial Group. Outside of his advisory work, he serves as Co-Vice Chairman of La Salle Academy, a college-preparatory high school. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment strategies based on client goals and risk tolerance, employs fundamental analysis alongside various strategies, and offers ongoing portfolio monitoring, including oversight of third-party managers.

Justin Capetola is a financial advisor with Blue Bell Private Wealth Management, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Blue Bell Private Wealth Management since 2005. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, employing fundamental and cyclical analysis along with options strategies and structured notes.

Caroline Kiser is a financial advisor at TGS Financial Advisors with a Series 65 designation and one year of industry experience. Her background includes roles in education and analytics before joining TGS Financial Advisors. TGS Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers wrap fee programs and employs a variety of investment strategies, including the use of mutual funds, ETFs, sub-advisors, and options, supported by third-party platforms and AI oversight.

Donna Zanetti is a financial advisor at Pennsylvania Capital Management Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2014. Zanetti has been with Pennsylvania Capital Management Inc. since 2006. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering customized asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

Michael Jones is a CFA® charterholder with three years of industry experience. He is currently with Barton Investment Management, LLC and has previously worked at WCM Global Wealth, LLC, BNY Mellon, and Chartwell Investment Partners. Outside of finance, he is the founder and owner of Moreland Cattle Company and serves as a director of EIC Solutions, a thermoelectric air conditioner design and manufacturing firm. Barton Investment Management provides discretionary portfolio management and retirement-plan advisory services to individuals, high net worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a concentrated, fundamentals-driven equity approach with a long-term orientation and reports approximately $1.0 billion in discretionary assets across about 96 client relationships.

Barry Randall is a financial advisor at Crabtree Asset Management L.L.C. in Saint Paul, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior roles include positions at Sparrow Capital Management Inc and Northstar Financial Companies, Inc. Crabtree Asset Management provides discretionary portfolio management primarily for individual clients and acts as a subadvisor to other registered investment advisers. The firm’s investment approach centers on fundamental analysis, focusing on companies with strong operating cash flow and market share growth, and engages in subadvisory activities that are uncommon among peers.

Joseph Pelusi is a financial advisor at First Affirmative Financial Network LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Green Investment Strategies, Pelusi Estate Planning, and Vaughn Management Services. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions nationwide, offering fiduciary investment management, financial planning, and retirement-plan consulting. The firm focuses on values-aligned and faith-based investing, incorporating environmental, social, and governance factors into diversified, long-term portfolio strategies.

Douglas Hopkins is a financial advisor at Gibraltar Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 66 designations. Hopkins previously worked at Coordinated Capital Securities, Inc. for 31 years and has been associated with VGI for over four decades. Gibraltar Wealth Management provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages approximately $313.2 million in assets and offers specialized services including Relative Strength advisory for retirement plan menus and ERISA fiduciary support, with a notable focus on non-discretionary management and performance-based fee arrangements.

James Quillen is a CFP®-designated financial advisor with seven years of industry experience, currently with Alden Investment Group in Wayne, PA. His prior roles include positions at Truist Advisory Services, BB&T Wealth, and Cetera Investment Services. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients, with a focus on customized asset allocation and retirement program design. The firm employs proprietary technology platforms for unified reporting and discretionary oversight, and offers fiduciary services emphasizing employer plan management and participant education.

Sanjay Pawar is a CFP®, CFA®, and Series 66-licensed advisor with 21 years of industry experience. He has worked at Bluesphere Advisors LLC since 2016 and previously spent 11 years at Ameriprise. Outside of advising, he has commercial real estate ownership unrelated to his investment work. Bluesphere Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions by providing discretionary and non-discretionary investment management, financial planning, and business-transition consulting. The firm employs a long-term, portfolio-driven investment approach using institutional mutual funds, ETFs, individual equities, fixed income, and derivatives for risk management.

Evan Hewitt is a CFP® and Series 65 credentialed advisor with Compass Ion Advisors, LLC, where he has worked since 2018. He has six years of industry experience and previously worked at Eastern University for two years. Hewitt is the founder and director of the Heartwood Foundation, an education nonprofit based in King of Prussia, PA. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities. The firm provides integrated financial planning, investment advisory services, and retirement plan consulting, managing approximately $1.59 billion across discretionary and non-discretionary accounts through a team-driven advisory model.

Lee Calfo is a financial advisor at Alden Capital with 22 years of industry experience. He holds Series 63 and Series 65 licenses and currently serves as CEO of multiple affiliated entities, including J Alden Associates, Alden Capital Management, Equalize Capital, and Alden Investment Advisors. Alden Capital Management serves a diverse client base including individual investors, retirement plans, non-profits, and other advisers, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing customized asset allocation, proprietary portfolios, and an integrated technology platform called Alden COVE.

Charles Naddaff is a financial advisor with Glen Eagle Advisors, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with Glen Eagle Wealth and Glen Eagle Advisors since 2012 and has operated Naddaff Consulting Service Inc. since 2002, providing operational consulting focused on expense reduction and efficiencies alongside managing fixed insurance products. Glen Eagle Advisors, LLC offers investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a client-specific asset allocation approach supported by fundamental and technical analysis, generally maintaining a buy-and-hold strategy with rebalancing and downside protection when appropriate.

Gavin King is a financial advisor at Northstar Financial Companies, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at A. H. Williams & Company Inc. and Mathnasium. Outside of finance, he has experience in private handyman work and the food service industry. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and investment management across taxable and retirement accounts. The firm uses a goals-based, fundamental investment approach with mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.

Deborah Davis is a CFP® with 22 years of industry experience, currently serving at Alden Investment Group since 2022. Her prior experience includes roles at Commonwealth Financial Network, SII Investments, Inc., Invest Financial Corporation, and Cetera Wealth Services, LLC. Outside of her advisory work, she is active as a realtor with Coldwell Banker Realty and is involved with Medicaid planning and long-term care insurance through the Krause Agency. Alden Investment Group provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, and offers specialized services for retirement programs and executive benefits for small to mid-sized employers.

Timothy Feeney is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Lane and Associates, LLC. Feeney is also a licensed insurance agent and may recommend insurance or annuity products to clients. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities through a network of independent advisors. The firm offers customized investment strategies and employs a range of analytical methods and investment approaches, including allocations to third-party managers.

Jacob Cohen is a financial advisor at Axiom Asset Management with one year of industry experience. He holds a Series 65 designation and has a background in professional sports, having played for multiple basketball clubs including Maccabi Tel Aviv BC and Obradoiro CAB between 2016 and 2025. Axiom Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a customized, household-based investment process that incorporates fundamental, technical, cyclical, and quantitative analyses, utilizing a value, growth, contrarian, and opportunistic investment approach.

Brian Suprenant is a financial advisor at LRI Investments with Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at JKJ Financial, M Holdings Securities, Rose Glen, Hornor Townsend & Kent, Penn Mutual Life Insurance, and State Farm Insurance. LRI Investments, a team of 25 professionals, provides financial planning, fee-based investment management, and retirement-plan consulting services to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion across client accounts with customized asset-allocation portfolios and offers both discretionary and non-discretionary services.

John Ulrich III is a financial advisor with Cresap, Inc. in Radnor, PA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with BMT Asset Management since 2015. Cresap, Inc. primarily serves individual retail clients, offering both brokerage and SEC-registered investment advisory services through fee-based and commission-based arrangements. The firm manages the bulk of its assets on a non-discretionary basis and develops client-specific investment plans without relying on a single firm-wide strategy.

Lisa Leatherman is a financial advisor at Wellfull with 25 years of industry experience and holds a Series 66 designation. She has worked at Bernardo Wealth Planning since 2021, and previously spent 16 years at Cetera Financial Specialists LLC and 21 years at Seitz & Leatherman LLC. In addition to her advisory role, Leatherman serves as president of DUNLAPSLK, an accounting practice. 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 manages approximately $866 million in discretionary assets and emphasizes financial planning as the basis for its model-based asset allocation approach.