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.

Dane Czaplicki is a CFA® charterholder with 19 years of industry experience. He is currently with Members Wealth LLC and has held positions at firms including West Capital Management and Long Short Advisors. Outside of his advisory role, he manages a real estate rental business. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting, employing a fundamental, long-term investment approach with diversified portfolios tailored to client objectives and risk tolerance.

David Gibbs is a financial advisor at Alden Investment Group with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is involved in fixed insurance sales unrelated to securities. Alden Investment Advisors provides portfolio management and fee-based financial planning to a diverse client base, including high-net-worth individuals, advisors, retirement plans, nonprofits, and institutional clients. The firm emphasizes customized asset allocations through proprietary strategies and third-party managers, and employs technology platforms to integrate held-away account management and support fiduciary services for employer plans.

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 with Nest Egg, holding Series 65 and Series 63 licenses and six years of industry experience. He previously worked as a self-employed poker player before joining Nest Investments LLC in 2019 and Nest Investments BD LLC in 2021. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans using proprietary quantitative and qualitative models. The firm primarily advises on ETFs, mutual funds, and annuities, employing a highly automated, algorithm-driven approach with limited face-to-face client interaction.

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 financial advisor with CPC Financial Planning, Inc. in King of Prussia, PA, holding the CFP® designation and Series 66 license. He has 8 years of industry experience and has worked at LPL Financial and Royal Alliance. In addition to his advisory role, he is involved with Clairmont Paciello & Co., P.C., a tax preparation and accounting firm. CPC Financial Planning, Inc. provides fee-based financial planning services to individuals, corporations, and business entities, focusing on written comprehensive plans and consultations without discretionary portfolio management. The firm integrates financial planning with affiliated tax and insurance services, serving a small active client base through a team approach.

Sean Newman is a financial advisor with Alden Investment Group, holding a Series 63 designation and 25 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he serves as a power of attorney for his father. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management along with fee-only financial planning. The firm utilizes a proprietary investment platform combining in-house strategies with third-party managers and integrates held-away accounts through a required advisor platform.

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 nine years of industry experience, currently serving at Ventura Wealth Management. He has worked at Ventura Wealth Management since 2015 and was previously with American Portfolios Financial Services, Inc. and OSAIC. Purdy is also a registered representative with American Portfolio, dedicating limited time to this role. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $599 million using model portfolios and an asset-allocation framework that integrates fundamental, quantitative, and technical analysis with risk control and macroeconomic assessment.

Daniel Stuckey is a financial advisor at Geometric Wealth Advisors, LLC in Merion Station, PA, holding a Series 65 credential with one year of industry experience. Prior to joining Geometric Wealth Advisors in 2025, he worked in education at Relay Graduate School of Education and Achievement First from 2016 to 2024. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, including high-net-worth clients. The firm combines discretionary investment management with comprehensive financial planning, emphasizing tax and estate planning support and utilizing mainly long-term, broadly diversified mutual funds and ETFs.

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.

Justin Hewins is a CFP® with 20 years of industry experience, currently serving as an advisor at Cora Capital Advisors. He previously worked at American Portfolios Financial Services Inc. and American Portfolios Advisors, Inc. Hewins is involved in the sale of fixed insurance products and group benefits through affiliated entities. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party managers, as well as financial planning and retirement plan advisory services.

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.

Reagan Goolcharan is an investment advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Wealth Management Associates, Inc. since 2014 and previously with Securities America, Inc. from 2014 to 2024. Wealth Management Associates, Inc. serves a diverse client base including individuals, pension plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary model that integrates investment management, brokerage, insurance, and accounting services.

James Baird is a financial advisor with Compass Ion Advisors, LLC and holds Series 63 and Series 65 licenses. He has 46 years of industry experience and has worked with Compass Ion Advisors since 2008, previously affiliated with APW Capital, Inc. and currently also associated with Keel Point Capital LLC. Outside of his advisory role, he serves as an elder and trustee for New Life Presbyterian Church in Dresher, PA, where he manages short-term treasury investments for the church’s excess cash. 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 uses a team-driven advisory model with a focus on strategic asset allocation and long-term holdings, employing a range of investment vehicles and regular portfolio reviews.