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.

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.

William Purdy is a CFP® professional with 10 years of industry experience. He is currently with Ventura Wealth Management, where he has worked since 2015, and previously worked at American Portfolios Financial Services, Inc. and OSAIC. Purdy also serves as a registered representative with American Portfolios for 1-2 hours per week. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a range of model portfolios and combines fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.

Edgar Brick is a financial advisor with Brick & Kyle Associates Inc in Newtown, PA, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Brick & Kyle Associates since 2013 and also serves as president of the firm. Brick & Kyle Associates provides discretionary portfolio management and written financial planning to individual and institutional clients, employing a combination of fundamental, technical, and cyclical analysis alongside asset-allocation techniques to manage accounts on a discretionary basis.

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.

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.

Timothy Malarkey is a financial advisor at LRI Investments with over 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at JKJ Financial Services and M Holdings Securities, where he has worked for 15 and 25 years respectively. Outside of his advisory work, he serves on the board of Teach Plus – PA, an education-focused nonprofit. LRI Investments, LLC is a team-based firm managing approximately $2.78 billion for individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm offers customized asset-allocation portfolios with a long-term focus, regular reviews, and both discretionary and non-discretionary management, including specialized retirement-plan consulting services.

Salvatore Marcello Jr. is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has a background in government accounting with the State of New Jersey Department of Law & Public Safety and is also a partner at 3MP Group LLC, where he provides tax preparation and bookkeeping services. PTS Brokerage, LLC offers investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm uses both fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance and employs derivatives and options strategies primarily for larger accounts.

Stephen Kitching is a financial advisor at Kitching Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GKFO, LLC and Forefront Analytics, LLC. Kitching Partners advises individuals, families, trusts, charitable organizations, foundations, and corporations, providing discretionary investment management and family enterprise services such as family governance structuring and estate planning coordination. The firm employs client-specific asset allocation with a mix of active and passive strategies, fundamental and quantitative research, and alternative investments, managing approximately $538.6 million in client assets.

Nicholas Troia is a financial advisor with Nest Egg in Conshohocken, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Cetera and Flushing Bank. Nest Egg provides discretionary investment management services to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to generate investment recommendations and manages accounts on a discretionary basis with a highly automated process.

Douglas Pyle is a Series 65-licensed advisor with Radnor Capital Management, LLC, where he has worked since 2012, totaling 13 years in the industry. He serves as co-trustee for two investment-related trusts. Radnor Capital Management provides consulting, investment management, and wealth management services to individuals, families, trusts, businesses, foundations, religious organizations, and other institutions. The firm offers customized high-net-worth portfolios and a structured Small-Midcap equity product, focusing on bottom-up, fundamental security analysis and concentrated equity holdings.

Victoria Abaev is a CFP® professional affiliated with WealthFD and has nine years of prior experience at Aspiriant and five years at Blue Summit Wealth Management. She has been with WealthFD for one year as part of a five-advisor team. WealthFD serves individuals, high-net-worth clients, and retirement plans with portfolio management, comprehensive financial planning, and pension consulting. The firm integrates accounting and advisory services, offering tax preparation, personal bookkeeping, and tax-planning alongside investment management.

Jason Dorfman is a financial advisor with Nest Egg in Conshohocken, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at The Vanguard Group for two years and at Hand and Stone Franchise Corp for four years. Dorfman is also a licensed representative of Nest Insurance LLC, a subsidiary of Nest Egg. Nest Egg provides discretionary investment management primarily using ETFs, mutual funds, and annuities for individuals, corporations, trusts, nonprofits, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models combined with technical, fundamental, and cyclical analysis to manage portfolios on a discretionary basis with limited face-to-face contact.

Kenneth Coniglio is a financial advisor at JW Nova Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Pwa Financial, LLC for 12 years before joining PW Nova Financial Services. JW Nova Wealth Partners manages approximately $308 million for a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm offers wrap-fee wealth management, pension consulting, and financial planning, employing a range of analytical methods and investment strategies tailored to client goals documented in Investment Policy Statements.