Joseph Pelusi is a financial advisor at First Affirmative Financial Network LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Green Investment Strategies, Pelusi Estate Planning, and Vaughn Management Services. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions nationwide, offering fiduciary investment management, financial planning, and retirement-plan consulting. The firm focuses on values-aligned and faith-based investing, incorporating environmental, social, and governance factors into diversified, long-term portfolio strategies.

Douglas Hopkins is a financial advisor at Gibraltar Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gibraltar Wealth Management since 2020, following a 31-year tenure at Coordinated Capital Securities, Inc. He has also been associated with VGI since 1982. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm utilizes a combination of proprietary and model-driven approaches, offers specialized advisory programs, and manages a significant portion of its assets on a non-discretionary basis.

James Mc Monigle Jr. is a financial advisor with Wealth Management Associates, Inc., holding a Series 63 designation and over 45 years of industry experience. His prior roles include long tenures at Securities America, inc. and Securities America Advisors, Inc. He has also serviced variable annuity contracts written in previous years. Wealth Management Associates, Inc. serves individuals, pension plans, charities, and small businesses, managing approximately $646.8 million in assets across four offices. The firm offers portfolio management, financial planning, and pension consulting, with a multidisciplinary approach that includes accounting affiliations alongside investment advisory services.

Michael Collins is a CFP® professional with 28 years of industry experience. He has been with Comprehensive Investment Management, LLC since 2005 and is also co-owner of Collins CPAs, an accounting firm providing tax preparation and accounting services to individuals and businesses. His work with Comprehensive Investment Management primarily involves tax preparation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base including high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified, long-term investment strategies combined with integrated tax planning.

James Quillen is a CFP® professional with six years of industry experience, currently serving as an advisor at Alden Investment Group. His prior roles include positions at Truist Advisory Services, Inc. and BB&T Wealth. Alden Investment Advisors serves a diverse client base, including high-net-worth individuals, retirement plans, non-profits, and other advisors. The firm offers discretionary and non-discretionary portfolio management, fiduciary services, and fee-only financial planning, emphasizing customized asset allocations through its proprietary strategies and third-party managers delivered via its Alden COVE platform.

Sanjay Pawar is a CFP®, CFA®, and Series 66 licensed advisor at BlueSphere Advisors LLC with 21 years of industry experience. He has been with BlueSphere since 2016. Outside of advisory work, he is involved in commercial real estate ownership. BlueSphere Advisors serves individuals, trusts, pension and profit-sharing plans, and other institutions by providing discretionary and non-discretionary investment management, financial planning, and business-transition consulting. The firm employs a primarily long-term, portfolio-driven investment approach using institutional mutual funds, ETFs, individual equities, fixed income, and derivatives for hedging and exposure management.

Garret Desjardins is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience. He has worked at RTD Financial Advisors, Inc. since 2019 and previously spent five years at Compass Financial Solutions. RTD Financial Advisors serves individuals, families, and institutional clients, offering life-centered financial planning, personalized investment management, and fiduciary consulting for retirement plans and trusts. The firm employs an asset-allocation driven approach with ongoing monitoring, tax-aware management, and provides both discretionary and non-discretionary services.

Evan Hewitt is a CFP® and Series 65 credentialed advisor with Compass Ion Advisors, LLC, where he has worked since 2018. He has six years of industry experience and previously worked at Eastern University for two years. Hewitt is the founder and director of the Heartwood Foundation, an education nonprofit based in King of Prussia, PA. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities. The firm provides integrated financial planning, investment advisory services, and retirement plan consulting, managing approximately $1.59 billion across discretionary and non-discretionary accounts through a team-driven advisory model.

Lee Calfo is a financial advisor at Alden Investment Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has held leadership roles as CEO at multiple affiliated firms, including J Alden Associates, Alden Capital Management, and Equalize Capital. He currently serves as President and CEO of Alden Investment Group. Alden Investment Advisors serves a diverse client base including high-net-worth individuals, retirement plans, non-profits, other advisors, and pooled vehicles. The firm offers discretionary and non-discretionary portfolio management, retirement-plan advisory and fiduciary services, and standalone fee-only financial planning, utilizing customized asset allocations that combine proprietary strategies with third-party managers through its Alden COVE platform.

Gavin King is a financial advisor at Northstar Financial Companies, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in both financial services and other fields, including private handyman work and roles at Mathnasium and Artistic Pizza prior to his current positions. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and investment management services. The firm uses a goals-based, fundamental investment approach across various asset types and offers specialized strategies through its proprietary models and sub-advisory relationships.

Deborah Davis is a CFP® with 22 years of industry experience, currently serving as an advisor at Alden Investment Group since 2022. She previously worked at Commonwealth Financial Network for six years. Outside of her advisory role, Deborah is a licensed realtor with Coldwell Banker Realty and is involved in Medicaid planning and long-term care insurance through the Krause Agency. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers, using a customized asset allocation approach that integrates proprietary strategies and third-party managers.

Timothy Feeney is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Lane and Associates, LLC. Feeney is also a licensed insurance agent and may recommend insurance or annuity products to clients. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities through a network of independent advisors. The firm offers customized investment strategies and employs a range of analytical methods and investment approaches, including allocations to third-party managers.

Isaac Martin is a financial advisor at Members Wealth LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Rockefeller Capital Management and Wilmington Trust. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm focuses on fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, and individual securities, regularly monitoring and rebalancing portfolios to align with client goals.

Jacob Cohen is a financial advisor with Axiom Asset Management in Wayne, PA. He holds a Series 65 credential and joined Axiom in 2025. Prior to his advisory role, Cohen spent several years with professional basketball teams including Maccabi Tel Aviv BC, Obradoiro CAB, and Maccabi Ashdod BC. Axiom Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering both portfolio management and comprehensive financial planning. The firm uses a customized, household-based investment process and employs a value, growth, contrarian, and opportunistic approach combined with fundamental and quantitative analysis.

Erin Mcclain is a CFP® with 12 years of industry experience, currently serving at Clark Asset Management, LLC. Prior to joining Clark Asset Management, Erin worked at several firms including The Vanguard Group and MyCIO Wealth Partners. Outside of financial advising, Erin works as a regional sales manager and independent contractor, assisting local businesses with payment processing and related services. Clark Asset Management provides wealth management and financial planning services to individual and high-net-worth clients, focusing on passive investment strategies using index funds and ETFs, with comprehensive planning that includes retirement, tax, risk management, and estate considerations.

John Ulrich III is a financial advisor at Cresap, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with BMT Asset Management since 2015. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm offers portfolio management and advisory services in both fee-based and transaction-based formats, with a focus on non-discretionary account management and an affiliated clearing relationship with Wells Fargo.

Caroline Burke is a financial advisor at Laurel Oak Wealth Management, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 11 years. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm employs a combination of active and passive investment strategies with tactical asset allocation and ongoing portfolio monitoring.

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.

Jacky Petit Homme is a CFP® with 12 years of experience in financial advising. He currently works at Liberty One Wealth Advisors and has prior experience at Bank of America and Merrill. He serves as an advisory board member for Big Brothers Big Sisters, contributing to volunteer recruitment and resource facilitation, and is a managing director at Liberty One Private Risk, providing insurance solutions. Liberty One Wealth Advisors offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a goals-driven asset allocation approach with exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client needs.