Stephen Stulb is a financial advisor with Ironview Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Ironview since 2014 and has owned Colony Lane Capital, LLC since 2020, where he is involved in the evaluation and sale of fixed insurance products. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis with a range of investment strategies, including options and alternative investments, and manages approximately $1.39 billion with a team of eight advisors.

Kenneth Ambrogi is a financial advisor with Meridian Wealth Partners, LLC, holding a Series 65 designation and eight years of industry experience. He has been with Meridian Wealth Partners since 2017 and previously worked at Meridian Bank for one year. Meridian Wealth Partners is a registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $1.26 billion for about 697 clients through a team of nine advisors, using a long-term, diversified investment approach based on modern portfolio theory and efficient-market hypothesis.

Michael Ptaszenski is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Thrive Wealth Management, LLC since 2013. He holds Series 63 and Series 65 licenses. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting services. The firm employs client-specific strategies using a mix of model portfolios, mutual funds, ETFs, individual securities, and, in select cases, private and interval funds, emphasizing tax-aware management and regular portfolio review.

Samuel Markowitz is a financial advisor at Breakwater Capital Group with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at The Vanguard Group for eight years. Breakwater Capital Group provides investment advisory and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to build diversified portfolios tailored to client objectives, employing active tools such as margin transactions and options strategies.

David Gibbs is a financial advisor at Alden Investment Group with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and New England Securities. Outside of his advisory work, he is involved in fixed insurance sales. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm is noted for its customized asset allocation strategies using proprietary and third-party models, and for its fiduciary services focused on employer retirement plans and participant education.

Thomas Greco is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Concentus Wealth Advisors since 2014. He holds Series 63 and Series 66 licenses and is based in Newtown Square, PA. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified investment approach with multiple analysis methods and offers customized planning modules across various financial areas.

Julia Randall is a financial advisor with Northstar Financial Companies, Inc. in Conshohocken, PA, holding a Series 66 designation and 20 years of industry experience. She has worked at Northstar since 2008 and previously at LongView Wealth Management and Cambridge Investment Research, Inc. Outside of her advisory role, Randall serves as the appointed guardian of her aunt's estate, managing her financial matters as per a family trust. Northstar Financial Companies serves individual and high-net-worth clients, as well as trusts and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment approach using mutual funds, equities, fixed income, and options, with portfolio management typically conducted on a discretionary basis.

Jason Berkson is a financial advisor at Nest Egg with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Nest Investments BD LLC and Nest Investments LLC since 2019. Prior to his advisory career, he was a self-employed poker player for four years. Nest Egg provides discretionary investment management primarily through a proprietary algorithm that creates and manages model portfolios across a spectrum of risk levels. The firm serves individuals, corporations, trusts, non-profit organizations, and retirement plans, emphasizing automated portfolio management and a high client load supported by kiosk placements and solicitor agreements.

David White is a CFA® charterholder and holds the Series 65 license, with two years of experience in the financial industry. He currently works at Attleboro Wealth Management LLC, where he has been since 2026. Prior to this, he held roles at Fisher Investments and Watermark Retirement Communities. Attleboro Wealth Management serves individual and high-net-worth clients, trusts, estates, broker/dealers, and business entities, providing discretionary asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm employs a centralized investment process that incorporates fundamental, quantitative, qualitative, and sector analysis to guide asset allocation and portfolio monitoring.

Frank Imperial Jr. is a CFP® with eight years of industry experience and holds the Series 66 designation. He is affiliated with CPC Financial Planning, Inc. and has worked at LPL Financial and Royal Alliance. In addition to his financial advisory role, he is involved with Clairmont Paciello & Co., P.C., a CPA firm. CPC Financial Planning, Inc. provides written financial planning, annual plan monitoring, and hourly advice to individuals and businesses with an emphasis on non-discretionary, fee-for-service engagements. The firm integrates tax and accounting services through a team of CPAs and credentialed advisors, offering coordinated recommendations across investments, tax, retirement, insurance, and estate planning.

Sean Newman is a financial advisor at Alden Investment Group in Wayne, PA, holding a Series 63 designation with 26 years of industry experience. His prior roles include eight years at Wells Fargo Clearing. Alden Investment Advisors 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, with a focus on fiduciary services for employer plans and integrated oversight of held-away assets.

Avi Kantor is a financial advisor with Certior Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 11 years at VOYA Financial Advisors and over 10 years at Certior Financial Group, formerly Kantor Financial Group. Outside of his advisory work, Kantor serves as a board member and treasurer of the National Museum of Wildlife Art in Jackson, WY, is on the board of Mental Health and Recovery Services of Jackson Hole, and has worked as an adaptive ski instructor. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse range of clients including individuals, trusts, and business entities. The firm employs a flexible, hands-on investment approach combining active and passive strategies, and incorporates insurance and annuity products as part of its services.

Michael Briglia is a CFP® and PFS™ professional at Compass Ion Advisors, LLC with 14 years of industry experience. He previously worked at Pillar Wealth Advisors, LLC for 12 years and Hornor, Townsend & Kent, Inc for 5 years. Outside of advising, he serves as board chair of St. Mary’s Franciscan Shelter for Homeless Families and teaches financial literacy classes through the Osher Lifelong Learning Institute. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various organizations by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm employs a team-driven model with a focus on strategic asset allocation and long-term holding periods across diversified investment vehicles.

Joseph Fitzpatrick IV is a financial advisor at Thrive Capital Management, LLC with a Series 65 designation. He has worked in the financial services industry since 2018, previously with JFS Wealth Advisors and Thrive Financial Services. Prior to his advisory career, he was involved in the restaurant and wine bar business. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations by providing discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm employs a mix of exchange-traded funds, individual securities, and third-party money managers, and constructs diversified model portfolios with regular reviews and rebalancing.

Daniel Stuckey is a financial advisor with Geometric Wealth Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked in education for several years, including positions at Relay Graduate School of Education and Achievement First. Geometric Wealth Advisors provides personalized wealth management and financial planning to individuals, families, and trusts. The firm employs a long-term, broadly diversified investment approach, utilizing discretionary management, tax services, and estate-plan reviews, and manages approximately $1.33 billion for over 250 client households.

Peter Hackenbrack is a financial advisor with Diversified, LLC in Wayne, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with several firms, including Rosenzweig & Associates and Minnesota Life. Hackenbrack has also operated as an independent licensed insurance agent focusing on life and fixed annuities. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets with around 26 advisors. The firm utilizes a comprehensive planning process, multiple investment platforms, and tailored portfolio strategies, including both automated and manual oversight.

William Tatlonghari is a financial advisor with Meridian Wealth Partners, LLC and holds a Series 65 credential. He has one year of industry experience, including prior roles at SEI Investments Company and Meridian Bank. Meridian Wealth Partners, LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, managing approximately $1.26 billion for nearly 700 clients through a team of nine advisors. The firm uses modern portfolio theory and the efficient-market hypothesis to build diversified, long-term portfolios tailored to client goals and risk tolerances.

Jonathan Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 20 years of industry experience. He holds the Series 66 designation and 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 and profit-sharing 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.

James Baird is a financial advisor with Compass Ion Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Compass Ion Advisors since 2008 and also spent time with Keel Point Capital LLC and APW Capital, Inc. In addition to his advisory work, he serves as an elder and trustee for New Life Presbyterian Church in Dresher, PA, where he manages the church's short-term treasury investments. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, educational institutions, and charitable organizations. The firm provides integrated financial planning, investment advisory, and retirement plan consulting through a team-driven model, managing approximately $1.59 billion across various account types.

Emily Wheeler is a financial advisor at Attleboro Wealth Management LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Kestra Financial, Inc., Wealth & Advisory Associates, LLC, Bank of America, N.A., and Merrill. Outside of her advisory role, Ms. Wheeler is a licensed insurance agent. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by providing asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm employs a range of investment strategies overseen by a Chief Investment Officer, using fundamental, quantitative, and qualitative analysis to tailor portfolios across various asset classes.