Steven Toto is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Ethos Capital Management, Inc., where he has worked since 2021. His prior roles include positions at Madison Avenue Securities, LLC, AE Wealth Management, LLC, The Retirement Group, LLC, and FSC Securities Corporation. In addition to his advisory work, he is licensed as an insurance agent through Ethos Capital Advisors, LLC. Ethos Capital Management, Inc. serves individuals, high-net-worth clients, trusts, estates, and business entities by providing portfolio management, financial planning, and consulting services. The firm implements investment strategies based on fundamental, technical, and cyclical analysis, uses model portfolios and sub-advisers, and offers ongoing financial planning and portfolio review.

Daniel Glod is a CFP® and ChFC® with 23 years of industry experience. He is currently with Stone Fortress Wealth Strategies and has previously worked at firms including TIAA-CREF, Coventry First, LLC, and High Speed Alliance LLC. In addition to his financial advisory roles, he owns and manages an auto repair business. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans, using a long-term investment approach that incorporates fundamental analysis, low-cost funds, and selective use of derivatives in customized portfolios.

Michael Furst is a financial advisor at Palante Wealth Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments, Bank of America, and Merrill. Outside of his advisory role, he serves as treasurer for the nonprofit Strong Like Ellie, based in North Carolina. Palante Wealth Advisors serves individual clients, trusts, and estates by providing discretionary portfolio management and comprehensive financial planning, including retirement, tax strategies, and estate matters. The firm employs a primarily passive investment approach focused on diversified asset-class exposure and utilizes affiliated legal and insurance services as part of its integrated client offering.

Francesco Spezzano is a financial advisor at Integrity Alliance, LLC with 51 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Lion Street Financial and The Leaders Group Inc, and he has owned and operated Irus Advisory Corporation since 1992. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various investment approaches and custodial platforms.

Thomas D'auria is a CFA® charterholder with 14 years of industry experience. He has been with Tandem Investment Partners, LLC since 2014. Tandem Investment Partners is a registered investment adviser managing approximately $200 million for individuals, small institutions, and retirement plans. The firm offers personalized discretionary portfolio management and non-discretionary retirement plan advisory services, utilizing a combination of fundamental and cyclical analysis alongside a proprietary quantitative model and modern portfolio theory.

Michael Garry is a CFP® and holds a Series 66 license, with 22 years of industry experience. He is a managing member and attorney for Yardley Estate Planning, LLC, where he provides legal services related to wealth transfer. Garry has been with Yardley Wealth Management LLC since 2005. Yardley Wealth Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm focuses on discretionary portfolio management using mutual funds and ETFs, employing customized investment advice and model portfolios tailored to varying risk tolerances.

David Meschel is a CFP® and holds a Series 66 license with 13 years of experience in the financial services industry. He is a principal at Meschel Wealth Management LLC and has previously worked at Purshe Kaplan Sterling, The Retirement Group, LLC, FSC Securities Corp, and Signator Investors, Inc. Outside of advisory services, he is licensed as an insurance broker for life, annuities, long-term care, and disability insurance. Meschel Wealth Management LLC provides discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm builds portfolios based on clients’ investment objectives and risk tolerance, utilizing mutual funds and exchange-traded funds, and incorporates model programs and managed account solutions as part of its implementation.

Venkat Krishnaswamy is a financial advisor at Kubhera Enterprises LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Kubhera Enterprises LLC, and MKS Princeton since 2009. Kubhera Enterprises serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm offers access to private and alternative investments, primarily allocates assets among fixed-income securities, mutual funds, and ETFs, and sponsors an affiliated private investment fund.

Jeffrey Ziment is a financial advisor at Ziment Financial Advisors, Inc. with 23 years of industry experience. He holds a Series 63 designation and has been providing tax preparation services as a CPA since 1985. In addition to his advisory role, he is president of ZB Group Inc., a business consulting firm. Ziment Financial Advisors, Inc. offers discretionary portfolio management and financial planning primarily for high-net-worth and individual clients. The firm uses a risk-budget framework and derivative-based strategies to manage market exposure and tailor asset allocations across various securities.

Ian Mindas is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Integrous Wealth Strategies and previously worked at Purshe Kaplan Sterling Investments, OSAIC, Woodbury Financial Services, and Personal Wealth Strategies. Integrous Wealth Strategies provides personalized financial planning and investment management to individuals, medical and dental professionals, trusts, estates, and qualified retirement plans. The firm employs an evidence-driven, model-based approach emphasizing diversified core allocations, selective active strategies, and tax-aware implementation.

Justin Rice is a CFP® professional with 11 years of industry experience, currently serving at Integrous Wealth Strategies since 2026. His prior roles include positions at OSAIC, Woodbury Financial Services Inc, and Mid Atlantic Resource Group. He is involved in nonprofit leadership as President-Elect of the Financial Planning Association of New Jersey and has served as Grand Knight in a fraternal benefit society. Integrous Wealth Strategies provides personalized financial planning and investment management to individuals, medical and dental professionals, trusts, estates, and qualified retirement plans. The firm utilizes an evidence-driven, model-based investment approach with diversified core allocations and tax-aware implementation.

Emily Toto is a financial advisor at Ethos Capital Management, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Macquarie Group for six years, UBS for one year, and Polymathes Capital for one year. Ethos Capital Management, Inc. provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses individualized Investment Policy Statements and employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management options.

Stephen Wetzel is a CFP® with 35 years of industry experience and serves as president of Prometheus Capital Management Corp., where he has worked since 1994. He has also been an adjunct professor of financial management at New York University since 1991, teaching in the CFP program and contributing to curriculum development and faculty selection. Additionally, he operates an independent insurance brokerage. Prometheus Capital Management Corp. provides investment advisory and planning services to individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation with both long- and short-term strategies, primarily managing accounts on a non-discretionary basis.

Ethan Schneid is a financial advisor at Kubhera Enterprises LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Kubhera Enterprises since 2009. Kubhera Enterprises serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a mix of fixed-income securities, mutual funds, and ETFs, and also provides access to private and alternative investments, including offerings through the YieldStreet platform.

Joseph Pflueger is a financial advisor at Pflueger Wealth with a Series 65 designation and one year of industry experience. His prior work includes positions at Klatzkin & Co, LLP and Bee, Bergvall & Co. Pflueger Wealth is an independent registered investment adviser serving individuals, families, business owners, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and standalone financial consulting, employing a blend of quantitative and qualitative analysis, modern portfolio theory, and technical charting to construct diversified portfolios.

Gregory Lichtenstein is a CFP® and holds a Series 65 license with four years of industry experience. He has worked with Ethos Capital Management, Inc. and Ethos Capital Advisors, LLC since 2021. Outside of his advisory role, he serves as a part-time assistant lacrosse coach at Pennsbury High School. Ethos Capital Management, Inc. is an SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses individualized Investment Policy Statements and a combination of fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management through model portfolios and sub-advisory arrangements.

Victor Medina is a CFP® with 10 years of experience in financial advising, currently serving at Palante Wealth Advisors, LLC. He is the owner and managing attorney of Medina Law Group, LLC, where he provides estate planning and estate administration services. Medina is also licensed to sell life and health insurance through Medina Financial, LLC. Palante Wealth Advisors offers investment management and comprehensive financial planning to individuals, trusts, and estates, emphasizing a passive investment approach using diversified portfolios of low-cost mutual funds and ETFs. The firm provides ongoing portfolio supervision and educational workshops for clients and their families.

John Rea is a CFP® professional with 22 years of industry experience, currently serving at Crossgate Wealth Advisors, LLC since 2001. Based in Newtown, PA, he is part of a small advisory team managing comprehensive financial planning and investment services. Crossgate Wealth Advisors provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a blend of fundamental analysis and modern portfolio theory to deliver customized portfolio management and planning, with options for socially and Biblically responsible investment screens.

Andy Wong is a Series 65-licensed advisor at Bergamot Asset Management LP with six years of industry experience. He has worked at Bergamot since 2019 and previously spent 19 years at Suffolk Capital Management LLC. Bergamot Asset Management provides discretionary investment management to private funds, institutional investors, and individual clients, employing a fundamentally oriented investment process supported by quantitative tools across long/short equity and private equity strategies. The firm also engages in niche pooled vehicles, early-stage private investments, and ESG-oriented diligence.

Amy Garry is a financial advisor at Yardley Wealth Management LLC with a Series 65 credential and two years of industry experience. Prior to joining the firm, she held positions at the University of Pennsylvania and Penn State University in various administrative and educational roles. Yardley Wealth Management serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides primarily discretionary portfolio management focused on mutual funds and ETFs, offering customized investment advice and model portfolios designed for different risk tolerances.