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.

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.

Kevin Holt is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Market Street Wealth Management. He has worked with Market Street Wealth Management since 2011 and has additional experience with USA Financial Securities Corporation, Market Street Financial Group, and Principal Life Insurance. Outside of his advisory role, Holt owns and operates Method Hockey, LLC, a sports training business. Market Street Wealth Management is an SEC-registered advisory firm that serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement-plan advisory, and access to an automated managed-account program on Fidelity’s platform. The firm’s investment approach focuses on long-term fundamental analysis and diversified portfolios tailored to client goals and risk tolerance.

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.

Michael Ptaszenski is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Thrive Wealth Management, LLC since 2013. He holds Series 63 and Series 65 licenses. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting services. The firm employs client-specific strategies using a mix of model portfolios, mutual funds, ETFs, individual securities, and, in select cases, private and interval funds, emphasizing tax-aware management and regular portfolio review.

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.

Thomas Greco is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Concentus Wealth Advisors since 2014. He holds Series 63 and Series 66 licenses and is based in Newtown Square, PA. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified investment approach with multiple analysis methods and offers customized planning modules across various financial areas.

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.

Anthony Civitello is a financial advisor at Ellis Investment Partners, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Ellis Investment Partners since 2016. Outside of advisory work, he is an owner of two property management businesses focusing on tenant relations. Ellis Investment Partners provides investment advisory and planning services to a range of clients including high-net-worth individuals, trusts, small businesses, and retirement plans. The firm uses a dynamic asset-allocation approach with multiple model portfolios, offering personalized portfolio management and consulting services.

Eric Bleiler is a CFP® professional with eight years of experience in the financial advisory industry. He is currently affiliated with Northeast Advisers, Inc. and also manages an accounting and tax business, Eric J Bleiler, CPA & Co., LLC. Prior to this, he worked at Jones Kohanski & Co, PC for 15 years. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations. The firm follows a non-discretionary investment approach based on a written Statement of Investment Policy and a structured four-step advisory process.

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.

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 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.

Avi Kantor is a financial advisor at Certior Financial Group, LLC with 29 years of industry experience. He has held roles at Certior Financial Group (formerly Kantor Financial Group) since 2009 and previously worked at VOYA Financial Advisors from 2004 to 2016. Outside of his advisory work, Kantor serves as a board member and treasurer of the National Museum of Wildlife Art in Jackson, WY, and is also a board member of Mental Health and Recovery Services of Jackson Hole. Since 2022, he has worked as a part-time adaptive ski instructor at Jackson Hole Mountain Resort. Certior Financial Group provides personalized financial planning and asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a multi-disciplined, client-tailored investment process that incorporates both active and passive vehicles, emphasizes downside risk mitigation, and manages held-away assets and third-party sub-adviser relationships.

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 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.