Andrew Giannone is a CFA® charterholder with 11 years of industry experience. He is currently with Alden Capital, where he has worked since 2020, and has prior experience at Allio Advisers LLC and Bluestone Capital Management. Giannone also serves as a training consultant at Forefront Analytics and GKFO, providing employee training on investment-related topics. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and non-profit entities, 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 a blend of proprietary asset allocation portfolios, third-party managers, and model portfolios through its Alden COVE platform.

Donna Woytek is a financial advisor at Gibraltar Wealth Management, LLC with 34 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Gibraltar Wealth Management since 2002. She also has a longstanding association with Cresap, Inc. since 1999. Gibraltar Wealth Management provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages a combination of discretionary and non-discretionary assets and offers specialized services including Relative Strength advisory programs and ERISA fiduciary support.

Colton Growney is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently with Gibraltar Wealth Management, LLC and has previously worked at firms including Costello Asset Management Inc, The Colony Group, LLC, and Hotaling Investment Management, LLC. Gibraltar Wealth Management, LLC provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages approximately $213 million in assets and advises on an additional $100 million, offering a focused service model that includes specialized programs such as Relative Strength advisory and ERISA fiduciary support.

John Heisler III is a financial advisor at Quaker Wealth Management LLC in Moorestown, NJ, holding the CFP® and Series 66 credentials with 24 years of industry experience. He has worked at Quaker Wealth Management since 2018 and previously spent seven years at Summit Financial Group and Summit Brokerage Services, as well as two years at Ameriprise. Quaker Wealth Management serves individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and a Family CFO service for households with at least $5 million in investable assets. The firm employs a collaborative investment approach combining economic analysis with security selection and emphasizes tax and estate planning integration.

Cortright Wetherill III is a financial advisor with Wick Capital Partners, LLC and holds a Series 65 designation. He has seven years of industry experience, including prior roles at Red Rocks Group and Drexel University. He has been with Wick Capital Partners since 2019. Wick Capital Partners provides asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets and employs a combination of fundamental analysis, active and passive strategies, and integrated financial planning.

Lawrence Hollin is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. He holds a Series 63 designation and has worked at Invicta Capital, SSG Capital Advisors, LLC, and CV Brokerage Inc. Outside of his advisory role, he is involved in business consulting through Arch Street Advisors. Invicta Advisors provides portfolio management, financial planning, and targeted consulting to individuals, pension plans, charitable organizations, and corporations. The firm combines fundamental, quantitative, and qualitative analysis in its investment approach and offers a range of advisory arrangements, including discretionary and non-discretionary services.

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Mark Feldser is a financial advisor with Wick Capital Partners, LLC, holding 10 years of industry experience. He has worked at Wick Capital since 2019, following prior roles at West Capital Management and West Capital Management, Inc. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, providing personalized asset management, comprehensive financial planning, and fiduciary services. The firm employs a combination of fundamental analysis and active and passive investment strategies, managing most client assets on a discretionary basis and conducting regular portfolio reviews.

Melissa Devlin is a CFP® professional at Thrive Wealth Management, LLC with seven years of industry experience. She has worked at Thrive Wealth Management since 2018 and previously spent six years at Sei. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies including model portfolios, tax-aware management, and the use of independent managers, and it manages approximately $1.28 billion in discretionary assets.

Samuel Liebman is a financial advisor at Amplius Wealth Advisors with 56 years of industry experience. He holds a Series 63 designation and has previously worked at Merrill Lynch, Bank of America, and Amplius Asset Management. Liebman is also a licensed insurance agent. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party managers. The firm offers customized advice, incorporating model portfolios and independent sub-advisers, and utilizes third-party platforms to implement and monitor client strategies.

Gbarclai Mowenn is a CFP®-credentialed financial advisor with one year of experience, currently with Compass Ion Advisors, LLC. His prior roles include positions at Logan Capital Management LLC, Tiedemann Advisors / ALTI Global, MRP, and Vanguard Group. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, charitable organizations, and other entities. The firm provides integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven model, managing approximately $1.59 billion with an investment approach focused on strategic asset allocation and long-term holding periods.

Jonathan Cahill is a CFP® with eight years of industry experience, currently serving as a financial advisor at Diversified, LLC. His prior roles include tenures at Crossgate Wealth Advisors, Girard Advisory Services, LPL Financial, and National Planning Corporation. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process with ongoing asset management, utilizing both third-party managers and proprietary platforms to tailor client portfolios.

John Carson is a financial advisor at Northstar Asset Management Company, LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Northstar, he worked at Glenmede Trust Company, Oppenheimer, and Merrill. Since 2024, Mr. Carson has served as an Independent Director for the Federated Hermes Premier Municipal Income Board, a diversified closed-end management investment company. NorthStar Asset Management Company provides investment management and ERISA fiduciary services to individuals, high-net-worth clients, businesses, charitable organizations, and retirement plans. The firm employs a growth-biased investment approach using fundamental analysis and asset allocation optimization, managing approximately $660 million with a compact advisory team.

Brad Schank is a financial advisor with PTS Brokerage, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with PTS Brokerage since 2009 and is also involved with PTS Tax Advisors, where he provides tax preparation services. Additionally, he owns a business selling life and health insurance. PTS Brokerage, LLC is a team-based firm that provides investment supervisory and money management, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm uses tailored portfolios based on client objectives and risk tolerance, employing both fundamental and technical analysis, and offers derivatives and options strategies primarily for larger accounts.

Matthew Donahue is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Thrive Wealth Management, LLC since 2018 and previously worked at United Capital Financial Advisers, LLC for five years. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm employs client-specific strategies using a variety of model portfolios and emphasizes tax-aware management, regular portfolio reviews, and rebalancing.

Christina Copeland is a financial advisor with Conservest Capital Advisors Inc, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with Conservest Capital Advisors since 2003. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm employs a customized investment strategy based on in-depth client interviews, combining macroeconomic and fundamental analysis with long-term, low-turnover approaches using ETFs, no-load mutual funds, and individually selected bonds.

Richard Boyle is a financial advisor at TGS Financial Advisors with a Series 65 designation. He has one year of industry experience and a background in media production, having worked at several content and production companies prior to joining TGS. TGS Financial Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers both discretionary and non-discretionary advisory services through wrap fee programs and employs a range of investment strategies including mutual funds, ETFs, and options.

Kristin Sindoni is a financial advisor with Conservest Capital Advisors Inc, holding a Series 65 designation and 18 years of industry experience. She has been with Conservest since 2008. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm’s investment approach involves customized strategies based on in-depth client interviews, combining macroeconomic and fundamental analysis, and emphasizes long-term, low-turnover holdings using ETFs, no-load mutual funds, and individually selected bonds.

Gregory Obin is a financial advisor at Alden Investment Group with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Leaf Home, Lower Allen Township, and served six years in the Air Force. Alden Investment Advisors offers 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 and third-party strategies and employs technology platforms to provide integrated, fiduciary-focused services, including retirement program design and participant education.

Matthew Resch is a financial advisor with Alden Investment Group, holding a Series 63 license and 24 years of industry experience. His prior roles include positions at PNC Capital Markets, Ambassador Partners, and Ambassador Financial Group, where he was also founder and managing partner of Ambassador Financial Group, LLC. He is a 12.5% owner and director of Argyle Capital Management, LLC, though he is not involved in its daily operations or investment decisions. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside fiduciary and financial planning services. The firm uses a proprietary investment approach combining its Alden Capital Management strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technology and service providers.