Johnathon Rosica is a Series 65–licensed financial advisor with Alliance Wealth Management Group, LLC, where he has worked since 2019. He has seven years of industry experience, including prior roles at McAdam Financial and Neato/Aneheuser Busch. Outside of finance, he has long-term involvement with Five Ponds Golf Course. Alliance Wealth Management Group serves individual and high-net-worth clients, trusts, pension plans, and businesses by providing discretionary wealth management, investment consulting, and standalone financial planning. The firm employs a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, tailoring portfolios to clients’ risk profiles and conducting regular reviews.

Thomas Rutherford is a financial advisor at Valor Investments and Planning LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Albemarle for three years. Valor Investments and Planning LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm offers discretionary portfolio management, financial and business planning, and retirement plan consulting, employing a combination of active and passive strategies through third-party managers and model solutions.

Joseph Digangi Jr. is a CFP® with 20 years of industry experience, currently serving at Amicus Financial Advisors, LLC. His prior work includes roles at ELANA Advisory Services, LLC, among other financial and settlement planning entities. He is also the majority owner of NextPhase Community, LLC, an online educational platform for injured plaintiffs and their families. Amicus Financial Advisors offers comprehensive financial planning, retirement and tax planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporations. The firm employs a multi-cap, multi-style, multi-manager investment approach blending active and passive strategies tailored to each client’s needs.

Anna Stratton is a CFP® professional with nine years of industry experience, currently serving at Three Sixty Wealth Management, LLC. Her prior roles include positions at Empower Financial Services, Inc. and LPL Financial. She has also been involved with Cultural Care Au Pair for over a decade. Three Sixty works with individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering comprehensive wealth management that integrates discretionary investment management, financial planning, business consulting, and retirement plan advisory services. The firm’s approach includes custom-constructed portfolios with a long-term focus and advanced planning services such as Social Security timing and Roth conversions.

Christopher Brindle is a financial advisor at Valor Investments and Planning LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and Lumen Technologies, where he serves as an account manager in IT sales. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm manages approximately $80.7 million in discretionary assets and constructs portfolios using third-party managers, mutual funds, ETFs, and individual securities, with regular reviews and rebalancing aligned with client objectives.

Michael Snyder is a financial advisor with Valor Investments and Planning LLC, holding a Series 66 designation and bringing 25 years of industry experience. His work history includes roles at Kestra Advisory and Purshe Kaplan Sterling Investments. In addition to his advisory work, he is involved in insurance sales through affiliated entities. Valor Investments and Planning LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm offers discretionary portfolio management, financial and business planning, and retirement plan consulting, utilizing a mix of active and passive investment strategies implemented through third-party managers and platforms.

Nathaniel Hodgson is a financial advisor at Prestige Wealth Management Group, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc., Triad Advisors, and Applegate. In addition to his advisory role, Hodgson serves as a notary and works in operations and compliance for Prestige Wealth Management Group. Prestige Wealth Management Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a range of investment strategies across multiple asset classes and has affiliations with an accounting firm and an SEC-registered adviser sponsoring Unified Managed Accounts.

Jonathan Weimer is a CFP® professional with 11 years of industry experience, currently serving at MTM Financial Group, LLC. He has held various roles at Fidelity Investments and related entities from 2015 to 2023 before joining MTM Financial Group. MTM Financial Group is a registered investment adviser managing approximately $772 million in assets and serving individuals, pension plans, and nonprofit endowments. The firm employs a blend of fundamental, technical, and cyclical analysis and offers discretionary portfolio management and financial planning services.

Eric Lathrop is a financial advisor with Aurora Private Wealth, Inc., holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Insight Private Advisors, LLC. Outside of investment advisory, he is involved in offering fixed insurance and fixed annuities. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning, consulting, and investment management through a team of advisors using individualized and model portfolio strategies across multiple asset classes.

Alyssa Young is a financial advisor at MTM Financial Group, LLC with five years of industry experience. She holds the Series 66 designation and previously worked at KickCharge Creative, where she contributed articles on branding and marketing for industry publications. MTM Financial Group serves individuals, pension and profit-sharing plans, and nonprofit endowments by providing discretionary portfolio management and financial planning, using a variety of analytical techniques and trading strategies.

Gavin Kirsch is a financial advisor at MTM Financial Group, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at The Strategic Financial Alliance, Inc., Equitable Advisors, and Northwestern Mutual. Outside of his advisory work, he is involved with the Penn Basketball Club. MTM Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, and nonprofit endowments. The firm offers discretionary portfolio management and financial planning, applying a mix of charting, fundamental, technical, and cyclical analysis across various securities.

Mark Belcak is a financial advisor with MTM Financial Group, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with MTM Financial Group and affiliated entities since 2012. MTM Financial Group is a registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and nonprofit endowments. The firm provides discretionary portfolio management and financial planning, employing a combination of charting, fundamental, technical, and cyclical analysis across a wide range of securities.

Nalby Nouh is a financial advisor at Prestige Wealth Management Group, LLC with one year of industry experience. He previously worked at Beacon Trust for four years and attended Seton Hall University. Prestige Wealth Management Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management and standalone financial planning. The firm offers a variety of strategies and investment vehicles, and is affiliated with other financial and accounting service providers.

Alexander Gunbymerriman is a financial advisor at Valor Investments and Planning LLC with a Series 65 designation and two years of industry experience. Prior to joining Valor in 2023, he worked at New York Life Insurance Company for one year. Valor Investments and Planning LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm provides discretionary portfolio management, financial and business planning, and retirement plan consulting, typically implementing client portfolios through third-party managers and model solutions using both active and passive strategies.

Gene Dickison is a financial advisor with MTM Financial Group, LLC, holding a Series 63 designation and 42 years of industry experience. He has worked at MTM Financial Group since 2008 and also serves as president of More Than Money, LLC, where he hosts television and radio shows, creates printed materials, and oversees the company's website and live events. MTM Financial Group is a registered investment adviser managing approximately $772 million in assets. The firm provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and nonprofit endowments, employing a blend of charting, fundamental, technical, and cyclical analysis across a variety of securities.

Glenn Toussaint is a CFP® and ChFC® with 41 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC since 2015. He has been involved in insurance sales since 1983 and maintains a side activity as a musician, selling recordings since 2013. Additionally, he acts as a consultant facilitating referrals between film producers and finance companies, and is a partner in a consulting entity receiving referral fees for fuel products. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction and offers discretionary and non-discretionary management, financial planning, and access to third-party manager programs.

Keith Hawk is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Royal Fund Management since 2013 and also operates Hawk Financial Group, an insurance agency he owns and manages. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analyses to implement varied investment strategies and offers specialized services such as options-writing overlays and access to select non-traded REITs.

Michael Mcdyer is a CFP® with 39 years of industry experience, currently serving at Berthel, Fisher & Company Financial Services, Inc. since 2003. He has been involved with Atlas Capital Management since 1997 and has operated a self-employed partnership since 1990. Outside of his advisory work, he volunteers on the Finance and Stewardship committee for his local Catholic Church. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm’s approximately 100 advisors offer portfolio management and financial planning across multiple platforms, utilizing a range of investment vehicles and strategies tailored to client needs.

Michael Assad is a financial advisor with Vicus Capital, Inc., holding a Series 66 license and bringing 23 years of industry experience. He has been affiliated with Vicus Capital and Michael Assad LLC since 2014 and has experience with Cetera Wealth Services and Marmaras and Smith LLC. Assad is also involved in a local networking group as a membership committee member. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a blend of fundamental and technical analysis across various strategies, including ESG and faith-based allocations, and offers specialized retirement-plan consulting and fiduciary services.

Jacob Bobick is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Cetera Advisors LLC, G.S. Newborn and Associates, Inc., and First Allied Securities, Inc. In addition to his advisory work, he is a licensed insurance agent specializing in fixed, life, health, and property and casualty insurance. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a range of analytical strategies and third-party money managers through its proprietary platforms.