John Ulrich III is a financial advisor with Cresap, Inc. in Radnor, PA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with BMT Asset Management since 2015. Cresap, Inc. primarily serves individual retail clients, offering both brokerage and SEC-registered investment advisory services through fee-based and commission-based arrangements. The firm manages the bulk of its assets on a non-discretionary basis and develops client-specific investment plans without relying on a single firm-wide strategy.

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® professional with 13 years of experience in financial advisory roles. He currently works at Liberty One Wealth Advisors and has prior experience with Bank of America and Merrill. Outside of his advisory work, he serves on the advisory board for Big Brothers Big Sisters, assisting with volunteer recruitment and support. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and some institutions. The firm focuses on a goals-based planning process, using an asset-allocation framework centered on exchange-traded funds, systematic rebalancing, and alternative strategies for suitable clients.

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.

Samuel Markowitz is a financial advisor at Breakwater Capital Group with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at The Vanguard Group for eight years. Breakwater Capital Group provides investment advisory and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to build diversified portfolios tailored to client objectives, employing active tools such as margin transactions and options strategies.

David Gibbs is a financial advisor at Alden Investment Group with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and New England Securities. Outside of his advisory work, he is involved in fixed insurance sales. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm is noted for its customized asset allocation strategies using proprietary and third-party models, and for its fiduciary services focused on employer retirement plans and participant education.

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 at Nest Egg with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Nest Investments BD LLC and Nest Investments LLC since 2019. Prior to his advisory career, he was a self-employed poker player for four years. Nest Egg provides discretionary investment management primarily through a proprietary algorithm that creates and manages model portfolios across a spectrum of risk levels. The firm serves individuals, corporations, trusts, non-profit organizations, and retirement plans, emphasizing automated portfolio management and a high client load supported by kiosk placements and solicitor agreements.

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 at Alden Investment Group in Wayne, PA, holding a Series 63 designation with 26 years of industry experience. His prior roles include eight years at Wells Fargo Clearing. Alden Investment Advisors 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, with a focus on fiduciary services for employer plans and integrated oversight of held-away assets.

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.