Donna Zanetti is a financial advisor at Pennsylvania Capital Management Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2014. Zanetti has been with Pennsylvania Capital Management Inc. since 2006. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering customized asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

Michael Jones is a CFA® charterholder with three years of industry experience. He is currently with Barton Investment Management, LLC and has previously worked at WCM Global Wealth, LLC, BNY Mellon, and Chartwell Investment Partners. Outside of finance, he is the founder and owner of Moreland Cattle Company and serves as a director of EIC Solutions, a thermoelectric air conditioner design and manufacturing firm. Barton Investment Management provides discretionary portfolio management and retirement-plan advisory services to individuals, high net worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a concentrated, fundamentals-driven equity approach with a long-term orientation and reports approximately $1.0 billion in discretionary assets across about 96 client relationships.

Barry Randall is a financial advisor at Crabtree Asset Management L.L.C. in Saint Paul, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior roles include positions at Sparrow Capital Management Inc and Northstar Financial Companies, Inc. Crabtree Asset Management provides discretionary portfolio management primarily for individual clients and acts as a subadvisor to other registered investment advisers. The firm’s investment approach centers on fundamental analysis, focusing on companies with strong operating cash flow and market share growth, and engages in subadvisory activities that are uncommon among peers.

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. in Cherry Hill, NJ, holding a Series 63 designation and over 46 years of industry experience. His career includes long-term tenures at Securities America, Inc. and Securities America Advisors, Inc. He also services variable annuities that he wrote in prior years, though he has not written any in the last five years. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and institutions, providing financial planning, asset management, retirement plan consulting, and educational seminars. The firm employs fundamental analysis and strategic asset allocation with a long-term focus and offers access to third-party money managers and model portfolios, with an emphasis on coordination between investment and tax advice through its affiliated CPA owners.

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®-designated financial advisor with seven years of industry experience, currently with Alden Investment Group in Wayne, PA. His prior roles include positions at Truist Advisory Services, BB&T Wealth, and Cetera Investment Services. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients, with a focus on customized asset allocation and retirement program design. The firm employs proprietary technology platforms for unified reporting and discretionary oversight, and offers fiduciary services emphasizing employer plan management and participant education.

Sanjay Pawar is a CFP®, CFA®, and Series 66-licensed advisor with 21 years of industry experience. He has worked at Bluesphere Advisors LLC since 2016 and previously spent 11 years at Ameriprise. Outside of advising, he has commercial real estate ownership unrelated to his investment work. Bluesphere Advisors serves individuals, including high-net-worth clients, 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 long-term, portfolio-driven investment approach using institutional mutual funds, ETFs, individual equities, fixed income, and derivatives for risk 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 Capital with 22 years of industry experience. He holds Series 63 and Series 65 licenses and currently serves as CEO of multiple affiliated entities, including J Alden Associates, Alden Capital Management, Equalize Capital, and Alden Investment Advisors. Alden Capital Management serves a diverse client base including individual investors, retirement plans, non-profits, and other advisers, 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 customized asset allocation, proprietary portfolios, and an integrated technology platform called Alden COVE.

Gavin King is a financial advisor at Northstar Financial Companies, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at A. H. Williams & Company Inc. and Mathnasium. Outside of finance, he has experience in private handyman work and the food service industry. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and investment management across taxable and retirement accounts. The firm uses a goals-based, fundamental investment approach with mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.

Deborah Davis is a CFP® with 22 years of industry experience, currently serving at Alden Investment Group since 2022. Her prior experience includes roles at Commonwealth Financial Network, SII Investments, Inc., Invest Financial Corporation, and Cetera Wealth Services, LLC. Outside of her advisory work, she is active as a realtor with Coldwell Banker Realty and is involved with Medicaid planning and long-term care insurance through the Krause Agency. Alden Investment Group 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, and offers specialized services for retirement programs and executive benefits for small to mid-sized employers.

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 at Axiom Asset Management with one year of industry experience. He holds a Series 65 designation and has a background in professional sports, having played for multiple basketball clubs including Maccabi Tel Aviv BC and Obradoiro CAB between 2016 and 2025. Axiom Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a customized, household-based investment process that incorporates fundamental, technical, cyclical, and quantitative analyses, utilizing a value, growth, contrarian, and opportunistic investment approach.

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.