Richard Hamilton Jr. is a financial advisor at Hamilton-Bates Investment Research, Inc. with 25 years of industry experience. He has been with Hamilton-Bates since 1998 and has maintained a long-term involvement with Rolling Green Golf Club since 1978. Hamilton-Bates Investment Research, Inc. advises individuals, pension and profit-sharing plans, charitable organizations, and businesses through individualized portfolio management and model portfolio programs. The firm uses a combination of fundamental, technical, quantitative, and asset-allocation techniques, offering both long-term and shorter-term trading strategies.

Allyson Mangine is a CFP® and holds a Series 66 license, currently serving with Amplius Wealth Advisors. She has five years of industry experience, including prior roles at Fidelity Investments and RBC Capital Markets. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and access to third-party managers. The firm combines customized advice with model portfolios and leverages platform relationships to implement and monitor client strategies.

Julia Hopson is an advisor at Odyssey Capital Advisors Inc. with a Series 65 designation and one year of industry experience. Prior to joining Odyssey, she held roles at Pitcairn Trust Company and has experience working in other sectors including fitness at CorePower Yoga and hospitality at Village Brewing Co. Additionally, she has been involved with Temple University over multiple years. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment programs using fundamental analysis and a range of strategies while offering ongoing portfolio monitoring and coordinating with third-party managers.

Andrew Giannone is a CFA® charterholder with 11 years of industry experience. He is currently with Alden Capital, where he has worked since 2020, and has prior experience at Allio Advisers LLC and Bluestone Capital Management. Giannone also serves as a training consultant at Forefront Analytics and GKFO, providing employee training on investment-related topics. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and non-profit entities, 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 a blend of proprietary asset allocation portfolios, third-party managers, and model portfolios through its Alden COVE platform.

Donna Woytek is a financial advisor at Gibraltar Wealth Management, LLC with 34 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Gibraltar Wealth Management since 2002. She also has a longstanding association with Cresap, Inc. since 1999. 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 a combination of discretionary and non-discretionary assets and offers specialized services including Relative Strength advisory programs and ERISA fiduciary support.

Colton Growney is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently with Gibraltar Wealth Management, LLC and has previously worked at firms including Costello Asset Management Inc, The Colony Group, LLC, and Hotaling Investment Management, LLC. Gibraltar Wealth Management, LLC provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages approximately $213 million in assets and advises on an additional $100 million, offering a focused service model that includes specialized programs such as Relative Strength advisory and ERISA fiduciary support.

Lance Rosina is a financial advisor with Wellfull who holds a Series 66 designation and has 12 years of industry experience. He has worked at Bernardo Wealth Planning LLC since 2017 and previously held roles at Stifel Financial Corp. and Girard Advisory Services. Outside of his advisory work, he serves as a board member for the Fellowship of Christian Athletes, overseeing groups in Bucks County. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes financial planning as the foundation of its investment process and manages portfolios using model-based asset allocation supported by multiple analysis methods.

Miguel Biamon is a financial advisor at NewSquare Capital, LLC with 23 years of industry experience. He has held roles at NewSquare Capital since 2018 and previously worked at Blue Bell Private Wealth Management from 2016 to 2018. He holds Series 63 and Series 65 credentials. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of pension and trust plans. The firm emphasizes diversified, strategic asset allocation using exchange-traded funds, equities, and fixed income, supplemented by sub-advisory partnerships and tax-aware investment strategies.

Cortright Wetherill III is a financial advisor with Wick Capital Partners, LLC and holds a Series 65 designation. He has seven years of industry experience, including prior roles at Red Rocks Group and Drexel University. He has been with Wick Capital Partners since 2019. Wick Capital Partners provides asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets and employs a combination of fundamental analysis, active and passive strategies, and integrated financial planning.

Lawrence Hollin is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. He holds a Series 63 designation and has worked at Invicta Capital, SSG Capital Advisors, LLC, and CV Brokerage Inc. Outside of his advisory role, he is involved in business consulting through Arch Street Advisors. Invicta Advisors provides portfolio management, financial planning, and targeted consulting to individuals, pension plans, charitable organizations, and corporations. The firm combines fundamental, quantitative, and qualitative analysis in its investment approach and offers a range of advisory arrangements, including discretionary and non-discretionary services.

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Mark Feldser is a financial advisor with Wick Capital Partners, LLC, holding 10 years of industry experience. He has worked at Wick Capital since 2019, following prior roles at West Capital Management and West Capital Management, Inc. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, providing personalized asset management, comprehensive financial planning, and fiduciary services. The firm employs a combination of fundamental analysis and active and passive investment strategies, managing most client assets on a discretionary basis and conducting regular portfolio reviews.

Robert Macaulay is a CFP® with 37 years of industry experience, currently serving as an advisor at JMAC Enterprises LLC since 2021. He previously worked at Wells Fargo Advisors and related entities from 2009 to 2021. In addition to his advisory role, he is involved in insurance sales unrelated to investment activities. JMAC Enterprises LLC provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in assets and focuses on customized investment programs with a primarily long-term approach, acting as a fiduciary for ERISA and IRA accounts and offering ongoing client support.

John Hickey III is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Integrity Investment Advisors, LLC and has worked at Comprehensive Advisors LLC since 2006. Outside of his advisory role, he serves as a constable for the state of Pennsylvania and is treasurer of the Pennsylvania Fraternal Order of Constables. He also leads a tax preparation and bookkeeping firm and provides employee assistance program training on financial topics. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers financial planning and portfolio management with an investment approach that emphasizes diversification, cost control, tax efficiency, and a combination of fundamental and technical analysis.

James Mcgowan is a CFP® with 11 years of industry experience and is currently with Apollon Financial, LLC. He previously spent ten years at The Marshall Financial Group, Inc. Outside of his advisory role, Mcgowan serves as chapter president for Business Networking International, leading weekly meetings for a professional referral group. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team-based model offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments.

Melissa Devlin is a CFP® professional at Thrive Wealth Management, LLC with seven years of industry experience. She has worked at Thrive Wealth Management since 2018 and previously spent six years at Sei. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies including model portfolios, tax-aware management, and the use of independent managers, and it manages approximately $1.28 billion in discretionary assets.

Samuel Liebman is a financial advisor at Amplius Wealth Advisors with 56 years of industry experience. He holds a Series 63 designation and has previously worked at Merrill Lynch, Bank of America, and Amplius Asset Management. Liebman is also a licensed insurance agent. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party managers. The firm offers customized advice, incorporating model portfolios and independent sub-advisers, and utilizes third-party platforms to implement and monitor client strategies.

Gbarclai Mowenn is a CFP® professional at Compass Ion Advisors, LLC with one year of industry experience. Prior to joining Compass Ion Advisors in 2026, he worked at Logan Capital Management LLC and Tiedemann Advisors / ALTI Global. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, colleges, schools, and charitable organizations by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm employs a team-driven advisory model and emphasizes strategic asset allocation with long-term holding periods across a range of investment vehicles.

Nicholas Bernardo is a CFP® with 19 years of industry experience, currently serving at Wellfull. He has worked with Bernardo Wealth Planning LLC since 2017 and Purshe Kaplan Sterling Investments since 2016. Outside of advisory roles, he is involved in real estate development and technology product development. Wellfull serves individuals, families, trusts, retirement plans, and other organizations, providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages roughly $866 million in discretionary assets and employs a model-based asset allocation approach combined with multiple analysis methods, also offering private investment vehicles through its affiliated B Capital funds.

Jonathan Cahill is a CFP® with eight years of industry experience, currently serving as a financial advisor at Diversified, LLC. His prior roles include tenures at Crossgate Wealth Advisors, Girard Advisory Services, LPL Financial, and National Planning Corporation. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process with ongoing asset management, utilizing both third-party managers and proprietary platforms to tailor client portfolios.