William Aquila is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Waypoint Financial, LLC since 2016. He holds the Series 66 designation and operates out of Dublin, PA. Waypoint Financial, LLC provides investment management, comprehensive financial planning, and fee-based fundamental research to individuals, small businesses, and 401(k) plans. The firm emphasizes passive investment strategies using index funds and ETFs, tailored portfolio management, and offers participant education for 401(k) plans along with related workshops.

Andrew Dziedzic is a financial advisor at Prepared Retirement Institute LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Strategies Advisory and Geneos Wealth Management. Outside of advising, he is involved in tax preparation services and acts as an independent representative for various fixed insurance carriers. Prepared Retirement Institute LLC provides discretionary portfolio management and financial planning primarily to individual and select corporate clients. The firm uses tailored portfolios, third-party model portfolios, and direct mutual fund platforms, emphasizing fundamental analysis, long-term strategies, and ongoing portfolio monitoring.

James White is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. He has been with Great Oak Wealth Management, Inc since 2021 and previously operated JH White Financial Services, LLC for 16 years. Outside of advisory work, he is employed as a Network Planner I at Verizon Communications, where he designs and plans outside plant facilities for telephone and high-speed services. Great Oak Wealth Management serves individuals, families, corporations, retirement plan sponsors, trusts, estates, and charitable organizations. The firm provides financial planning, discretionary investment management, retirement plan consulting, and participant account management, using an investment approach focused on asset allocation, fundamental analysis, and mutual fund/ETF selection.

Kerry Erickson is a financial advisor at Erickson Financial Group, LLC with 23 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Erickson Financial Group in 2019, he worked at MML Investors Services, Inc. and MassMutual Life Insurance Company from 2002 to 2019. He is also active as a licensed insurance agent specializing in life and health insurance. Erickson Financial Group serves individuals, high-net-worth clients, trusts, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized, primarily long-term portfolios using ETFs, low-cost mutual funds, and individual equities, managing accounts on a discretionary basis with active rebalancing aligned to client goals and tax considerations.

Eric Landes is a financial advisor at IVC Wealth Advisors LLC with 26 years of industry experience. He holds a Series 63 designation and has been with IVC Wealth Advisors since 2014. His prior experience includes roles at Kestra Investment Services LLC and Private Client Services. Outside of his advisory role, Landes is involved as president of IVC Insurance Agency and participates in professional employer organization activities. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and retirement-account planning, utilizing fundamental, quantitative, and modern portfolio theory analyses to create tailored model allocations.

Paul Mccolgan is a financial advisor with IVC Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Private Client Services and Kestra Advisory Services LLC. He serves as vice chairman of Perkasie Industrial Development, a nonprofit-focused organization that facilitates lower interest rate loans for community-benefiting projects. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $455 million and uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment portfolios tailored to client needs.

Thomas Hanvey is a financial advisor at Quadrant Private Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Quadrant Capital and Saucon Valley Country Club. Outside of his advisory role, he is involved with DUBCMEDIA, LLC, a social media marketing company. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a diverse client base, employing a top-down investment approach focused on risk management and offering a proprietary enhanced equity strategy.

Louis Hershman is an investment advisor representative at Oaktree Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oaktree Advisors since 2013, following a 16-year tenure at PKS Investments and a recent position at Madison Avenue Securities. He is also a licensed insurance agent offering fixed annuities and life insurance products. Oaktree Advisors LLC provides personalized investment management and integrated financial planning to individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm serves a range of households, including high-net-worth and non-HNW individuals, and implements portfolios through written investment policy statements with diversified asset allocations.

David Gotwals is a financial advisor at IVC Wealth Advisors LLC with 25 years of industry experience. He holds the ChFC® designation and has worked at Kestra Advisory Services LLC and Kestra Investment Services LLC before joining IVC Wealth Advisors in 2014. Outside of advising, he is involved with Clear Employer Services, a professional employer organization providing HR services to small businesses. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $455 million using a tailored investment approach that incorporates fundamental, quantitative, and modern portfolio theory analyses alongside automated asset allocation and tax management strategies.

Kristen Barker is a CFP® professional with six years of industry experience. She is currently with Q3 Advisors, LLC, having previously worked at several firms including Thrive Wealth Management, Milestone Financial Associates, and Wescott Financial Advisory Group. Q3 Advisors provides financial planning and tax-focused consulting services to individuals through various packaged programs, emphasizing planning-level recommendations without offering investment management or discretionary authority. The firm operates entirely on fixed-fee engagements and collaborates with independent CPA firms for tax preparation.

Brock Hewitt is a CFP® professional at Wellfull with three years of industry experience. He has worked at multiple firms, including Bernardo Wealth Planning, Cambridge Investment Research, Cetera, and Commonwealth Financial Network. His background also includes roles outside finance, such as positions at Liberty University and Plumstead Christian School. 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 uses a client-centered financial planning approach to guide investment management and offers model-based asset allocation combined with multiple analysis methods and access to private investment vehicles.

Joseph Zaccardi is a CFA® charterholder with four years of industry experience. He is currently with Atlas Private Wealth Advisors in Lansdale, PA, having previously worked at firms including LPL Financial, Osaic Wealth, Inc., Lincoln Financial Advisors, Cresset Asset Management, and Drexel Morgan Capital Advisers. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Francis Lawler III is a financial advisor with Quadrant Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Quadrant since 2017. Quadrant Private Wealth Management offers financial planning, investment management, and retirement-plan consulting to a diverse client base including individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a largely top-down investment approach that integrates fundamental and technical analysis with a focus on risk management, managing portfolios across various asset classes and offering proprietary strategies such as the Quadrant Enhanced Equity Strategy.

David Coult is a CFP® and ChFC® with 28 years of industry experience. He has been with Milestone Financial Associates, LLC since 2011, where he serves as co-owner and president. Prior to and alongside his current role, he was affiliated with CommonWealth Financial Network for 14 years. Outside of advisory work, he is involved in insurance businesses and holds several ownership interests in related entities. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes asset allocation based on fundamental analysis and manages portfolios primarily on a discretionary basis using mutual funds, ETFs, stocks, and bonds tailored to client objectives.

Herman Rij is a financial advisor at Quadrant Private Wealth Management, LLC, with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Quadrant since 2014, following a decade at Purshe Kaplan Sterling Investments. He serves as an advisory board member to the Diocese of Allentown and is a board member of Friends of the Bethlehem Mounted Police. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment process combining fundamental and technical analysis with an emphasis on risk management, managing approximately $2.1 billion in assets as of December 31, 2025.

Conor Zellner is a CFP® with four years of industry experience, currently serving as a financial advisor at Quadrant Private Wealth Management, LLC since 2022. His prior work history includes roles at Choice Logistics, M2 Strategy, Arbee Associates, The Vanguard Group, and Elon University. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a range of clients including individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment approach focused on risk management and offers various strategies including a proprietary enhanced equity strategy.

Ira Feldman is a financial advisor with Integrity Investment Advisors, LLC, holding eight years of industry experience. He is also a partner in the accounting practice Bush Tecosky Goodman Feldman, LLC, where he has been involved since 1990. Integrity Investment Advisors, LLC serves individuals, families, trusts, non-profits, pension plans, and businesses, managing approximately $67 million across about 170 client relationships. The firm uses a fiduciary approach focusing on diversified, low-cost, tax-aware, long-term investment strategies and integrates financial planning with portfolio management.

Mercedes Petrellis is a financial advisor at Comprehensive Investment Management, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at iPipeline and Advanced Technology Services. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm employs a long-term, low-turnover investment strategy using primarily no-load, actively managed equity mutual funds with significant foreign exposure and index bond funds, and integrates tax preparation and planning through its affiliation with accounting services and a team with diverse professional credentials.

Mark Cecchini is a CFP® professional with six years of experience in financial advising. He currently works at Quadrant Private Wealth Management, LLC and has previously held roles at firms including Compound Planning, Rockwood Wealth Management, Catalyst Wealth Advisors, Facet Wealth, Aspiriant LLC, and Sullivan, Bruyette, Speros & Blayney, LLC. Outside of his advisory work, he serves as an adjunct instructor at UCLA Extension’s Personal Financial Planning Program, where he teaches and develops course content. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm employs a top-down investment approach emphasizing risk management, tailoring portfolios to client risk tolerances and time horizons, and incorporates proprietary strategies alongside external managers and alternative investments.

Justin Miller is a CFA® charterholder with 15 years of industry experience. He has worked at Milestone Financial Associates, LLC since 2008 and was previously with Commonwealth Financial Network from 2011 to 2025. In addition to his advisory role, he serves as an instructor in Applied Investment Management at Kutztown University. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm employs asset allocation guided by fundamental analysis and manages portfolios using mutual funds, ETFs, individual stocks, and bonds, typically on a discretionary basis.