Rebecca Proetto is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. She has been with Northeast Advisers, Inc. since 2015, where she is part of a four-advisor team based in Paoli, PA. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser managing over $576 million in client assets. The firm serves individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations, employing a non-discretionary investment approach guided by a written Statement of Investment Policy and a structured advisory process.

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 with Alden Investment Group who holds a Series 63 designation and has 26 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2024. Outside of his advisory work, he serves as power of attorney for a family member. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, with a focus on retirement programs, executive benefits, and participant education for employer plans.

Avi Kantor is a financial advisor with Certior Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 11 years at VOYA Financial Advisors and over 10 years at Certior Financial Group, formerly Kantor Financial Group. Outside of his advisory work, Kantor serves as a board member and treasurer of the National Museum of Wildlife Art in Jackson, WY, is on the board of Mental Health and Recovery Services of Jackson Hole, and has worked as an adaptive ski instructor. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse range of clients including individuals, trusts, and business entities. The firm employs a flexible, hands-on investment approach combining active and passive strategies, and incorporates insurance and annuity products as part of its services.

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.

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.

Peter Hackenbrack is a financial advisor with Diversified, LLC in Wayne, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with several firms, including Rosenzweig & Associates and Minnesota Life. Hackenbrack has also operated as an independent licensed insurance agent focusing on life and fixed annuities. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets with around 26 advisors. The firm utilizes a comprehensive planning process, multiple investment platforms, and tailored portfolio strategies, including both automated and manual oversight.

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.

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, 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.

Julie Lesicki is a financial advisor at LUMINIST Capital, LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Horter Investment Management, LLC for 10 years. In addition to her advisory role, she is involved in business development and marketing initiatives through Safe Harbor Financial. LUMINIST Capital provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm offers model-driven, ETF-focused portfolios and tailored planning, serving both high-net-worth and non-HNW clients.

William Muller is a CFP® professional with over 31 years of experience in the financial services industry. He has been working with Commonwealth Financial Network and Planning Directions, Inc. dba Common Cents Planning since 2005. Muller is also a co-owner and CEO of Common Cents Planning, Inc. Common Cents Planning serves individual and high-net-worth clients by providing investment management and comprehensive financial planning services, including retirement plan and IRA advice. The firm manages approximately $542 million across 450 clients, emphasizing customized investment policy statements and fundamental analysis to create tailored portfolios.

Salvatore Marcello Jr. is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Charglotz USA and the New Jersey Department of Law & Public Safety, where he serves as an Administration Analyst focused on accounting and budgeting for federal and state grants. Outside of his advisory role, he is a partner in a tax preparation and bookkeeping firm, 3MP Group LLC. PTS Brokerage, LLC provides investment supervisory and money management, investment advice, and financial planning to individuals, estates, trusts, and retirement plans. The firm employs tailored portfolios using fundamental and technical analysis, along with derivatives and options strategies, and operates as both an SEC-registered investment adviser and a registered broker-dealer.

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.