Morgan Zafonte is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at JMAC Enterprises LLC since 2021 and previously held roles at Wells Fargo Advisors Financial Network, LLC and Johnson & Johnson. JMAC Enterprises LLC, operating as Brick House Strategic Wealth, provides comprehensive wealth management, discretionary investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis and manages approximately $919 million with a small team, offering services that include retirement-plan advisory and fiduciary roles.

Richard Clairmont is a financial advisor with CPC Financial Planning, Inc. He holds a Series 66 designation and has 11 years of experience in the industry. His work history includes roles at LPL Financial and Royal Alliance Associates, as well as a long-standing association with Clairmont, Paciello & Co. P.C., a tax preparation and accounting firm. CPC Financial Planning, Inc. provides written financial planning, annual plan monitoring, and hourly advice to individuals and business entities, focusing on coordinated recommendations across investments, tax planning, retirement, insurance, and estate matters. The firm operates on a non-discretionary, fee-for-service model and is closely integrated with a CPA practice to support tax and accounting coordination within the planning process.

Richard Durso is a CFP® with 17 years of experience at RTD Financial Advisors Inc in Philadelphia, PA, where he has worked since 2009. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he has served as the head coach of the Drexel University women's ice hockey team since 2001. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, emphasizing individualized investment policies and asset allocation with ongoing monitoring and tax-aware management.

Michelle Czarnecki is a financial advisor at Amplius Wealth Advisors with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Purshe Kaplan Sterling Investments. Amplius Wealth Advisors serves individuals, including high-net-worth clients, small businesses, charities, and retirement plans, providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm customizes advice to clients’ objectives and utilizes model portfolios, independent sub-advisers, and third-party platforms to implement and monitor strategies.

Thomas Mcinerney is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Inc. and Insight Advisors since 2013. Outside of advising, he is the president and majority owner of Meridian Alarm Co., Inc., a security alarm company, and serves as a board member and minority owner of Liberty Coating, a pipe coating business. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team. The firm provides portfolio management, financial planning, and pension consulting, employing varied investment strategies including individual securities, mutual funds, options, and cryptocurrency.

Matthew Rittenhouse is a CFP® with 23 years of industry experience, currently affiliated with Wellfull. He previously worked at MML Investors Services, Inc. and Whipple & Associates / MassMutual Life Insurance Company for 13 years before joining Bernardo Wealth Planning LLC. Outside of his advisory role, he provides technical and compliance support as an independent contractor. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by offering financial planning, discretionary portfolio management, retirement plan consulting, and tax and accounting services through an affiliated entity. The firm emphasizes financial planning as the basis for its investment approach and manages portfolios using model-based asset allocation informed by multiple analysis methods.

William Wolf is a financial advisor at Insight Advisors, LLC in Newtown, PA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Insight Advisors since 2013. Prior to that, he was with Purshe Kaplan Sterling Investments for five years. Wolf is also a licensed insurance agent. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and various business entities. The firm provides portfolio management, financial planning, and pension consulting through a team of 15 advisors, employing a range of investment strategies tailored to client goals.

Michael De Quevedo is a financial advisor at Almanack Investment Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BFC PLANNING, Inc. for five years. Outside of his advisory work, he is an investor in a privately held fiber optic internet company through Toz LLC. Almanack Investment Partners provides investment management and financial planning services to a range of individual and institutional clients. The firm utilizes model asset allocation portfolios emphasizing diversified, risk-conscious investments and manages various pooled vehicles and affiliated private funds.

Joshua Grimes Avery is a financial advisor at Northstar Financial Companies, Inc. with three years of industry experience. He holds Series 65 and Series 63 credentials and has worked at BlackRock and Blackrock Investments, LLC. Prior to his finance career, he was employed at Barnes & Noble for five years. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and both discretionary and non-discretionary investment management across taxable and retirement accounts. The firm employs a goals-based, fundamental investment approach using mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.

Ryan Babeuf is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has been with Edge Wealth Management, LLC since 2007. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s approach is based on fundamental analysis and tailored portfolio allocation across a range of securities, managing approximately $770.7 million in assets for about 261 clients with a five-adviser team.

Paul Orihel is a financial advisor with Insight Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Insight Advisors since 2016. In addition to his advisory work, he evaluates disability and creditable compensation requests for the New Jersey Teachers Pension and Annuity Fund. Insight Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, pension consulting, and portfolio monitoring. The firm manages approximately $785 million in client assets and employs a range of investment strategies including ETFs, mutual funds, stocks, bonds, options, and private securities.

Daniel Mccusker Jr. is a CFP® professional with 25 years of industry experience. He has been with Meridian Wealth Partners, LLC since 2017 and previously worked at Hj Wealth Management, LLC from 2014 to 2017. In addition to his advisory role, he serves as an insurance consultant. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for around 707 clients through a team of ten advisors. The firm provides comprehensive financial planning and discretionary portfolio management using a long-term, evidence-based investment approach that incorporates Modern Portfolio Theory and the Efficient Market Hypothesis.

Jeremy Schank is a financial advisor at PTS Brokerage, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Noto and Coda. In addition to his advisory role, Mr. Schank is involved in tax preparation through PTS Tax Advisors, owns an insurance sales business, operates a crypto mining venture, and serves as a Jiu-Jitsu instructor. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach utilizing both fundamental and technical analysis, with a focus on options strategies and regular portfolio reviews.

Jon Greer is a financial advisor with GSG Advisors LLC in Mt. Laurel, NJ, holding a Series 66 designation and 23 years of industry experience. He has been with Greer, Scocca & Lau LLC since 2003 and GSG Advisors LLC since 2002. Outside of his advisory role, he is a 33% owner of a law firm and holds a New Jersey real estate license, engaging in licensed real estate activities. GSG Advisors LLC provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, customizing strategies based on clients’ time horizons, tax considerations, and risk tolerance, and manages approximately $715 million in assets under management.

Sean Gallagher is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Thrive Wealth Management since 2023 and previously held roles at Mass Mutual Greater Philadelphia and Temple University. Prior to entering the financial industry, he spent over a decade in primary and secondary education. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors by providing investment management, financial planning, and retirement consulting services. The firm employs client-specific strategies using a variety of model portfolios and investment vehicles, with an emphasis on tax-aware management and regular portfolio reviews.

Lin Fei is a financial advisor with Sun Global LLC and holds a Series 65 designation. Lin has extensive work history including 24 years at Colgate and has been involved with Stillwell Investment LLC and Fax Realty LLC for over a decade. Lin is currently retired. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individuals, using a risk questionnaire and Investment Policy Statements to guide investment decisions. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis with long-term investing, short-term trading, and options strategies.

Gregory Dob is a CFP® professional with one year of industry experience, currently serving at Kitching Partners, LLC. Prior to joining Kitching Partners, he worked at GKFO, LLC from 2009 to 2023. Kitching Partners advises individuals, families, trusts, charitable organizations, foundations, and corporations, offering discretionary investment management along with family enterprise services such as governance structuring, estate planning coordination, philanthropic giving, and strategic business consulting. The firm employs client-specific asset allocation using optimization techniques and combines active and passive strategies with fundamental and quantitative research.

Bret Elam is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been associated with Thrive Insurance Group, Thrive Capital Management, and Thrive Financial Services since 2011. Outside of his advisory work, Mr. Elam serves as Vice President of Colony Pools Service of PA, a swimming pool maintenance and servicing company. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations. The firm employs a fundamental-analysis approach with diversified model portfolios and offers access to third-party managers, managing approximately $398 million for nearly 600 clients.

Gary Gallagher is a financial advisor at Certior Financial Group, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked with Mutual Securities, Inc. since 2016, as well as with Kantor Financial Group, LLC and Voya Financial Advisors in prior roles. Outside of his advisory work, Gallagher is involved with a nonprofit church finance and property committee and operates an accounting practice, along with a minority ownership in an organic composting business. Certior Financial Group provides personalized financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a multi-disciplined, client-tailored investment process that combines active and passive vehicles, emphasizes downside risk mitigation, and offers discretionary asset management alongside retirement plan consulting and sub-adviser oversight.

Yousef Almbaid is a CFP® with one year of experience serving clients at TGS Financial Advisors. Prior to joining TGS Financial Advisors, he was affiliated with Haverford College and Ramallah Friends School. 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 operates primarily through wrap fee programs and employs a mix of investment strategies, using mutual funds, ETFs, sub-advisors, and options, supported by third-party technology platforms and AI oversight.