Ira Feldman is a financial advisor with Integrity Investment Advisors, LLC, holding eight years of industry experience. He is also a partner in the accounting practice Bush Tecosky Goodman Feldman, LLC, where he has been involved since 1990. Integrity Investment Advisors, LLC serves individuals, families, trusts, non-profits, pension plans, and businesses, managing approximately $67 million across about 170 client relationships. The firm uses a fiduciary approach focusing on diversified, low-cost, tax-aware, long-term investment strategies and integrates financial planning with portfolio management.

Caitlin Escoffery is a financial advisor at Beacon Bridge Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation. Prior to joining Beacon Bridge Wealth Partners, she worked at Kaplan International from 2012 to 2020. Beacon Bridge Wealth Partners provides personalized financial planning and investment management services to individuals, families, and entities such as family offices and qualified retirement plans. The firm employs a primarily long-term, ETF-based investment approach tailored to client objectives and risk profiles, managing approximately $426.6 million in assets across six advisors.

Mercedes Petrellis is a financial advisor at Comprehensive Investment Management, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at iPipeline and Advanced Technology Services. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm employs a long-term, low-turnover investment strategy using primarily no-load, actively managed equity mutual funds with significant foreign exposure and index bond funds, and integrates tax preparation and planning through its affiliation with accounting services and a team with diverse professional credentials.

Michelle Giegerich is a financial advisor with Paradigm Wealth Advisory LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Paradigm Wealth Advisory since 2020 and previously at S2K Financial LLC. Paradigm Wealth Advisory LLC provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm focuses on a long-term, fundamental investment approach using institutional mutual funds, ETFs, and, when appropriate, individual equities, bonds, and options.

Christian Bockrath IV is a financial advisor at Integrity Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation. His work history includes roles at Advanced Financial Partners, Eagle Fence Company, Prudential, Ithica College, and Malvern Preparatory. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations by providing financial planning and risk-protection advice. The firm’s investment approach incorporates ETF-based, model-driven asset allocation strategies managed through its affiliated investment manager, Auour Investments, to align client risk tolerance and planning goals.

Rose Bernardo is a financial advisor with Wellfull who holds a Series 66 credential and has 21 years of industry experience. She has worked at Bernardo Wealth Planning LLC since 2017 and Purshe Kaplan Sterling Investments since 2016. In addition to her advisory role, Bernardo serves as COO for a startup technology company, OnBord, Inc., where she manages sales and marketing operations. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages roughly $866 million in discretionary assets and emphasizes financial planning as the foundation for its investment approach, utilizing model-based asset allocation and multiple analysis methods.

Matthew Haraburda is a CFA® charterholder with seven years of industry experience. He is currently with Wellfull and has previously worked at Bernardo Wealth Planning, Fortress Investment Group, Radcliffe Group, and Morgan Stanley. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages roughly $866 million in discretionary assets and employs a model-based asset allocation approach combined with multiple analysis methods to guide client portfolios.

Ronald Joyce Jr. is a financial advisor at IVC Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kestra Advisory Services and Kestra Investment Services prior to joining IVC Wealth Advisors. Joyce serves on the board of the Griffin Gives Foundation, a charitable organization assisting veterans and children in need, and holds leadership roles at local veterans and fraternal organizations. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm specializes in discretionary portfolio management, pension consulting, and retirement-account planning, employing tailored investment strategies that integrate fundamental, quantitative, and modern portfolio theory analyses.

Aaron Dessen is a CFP® and Series 65 licensed advisor at Payne Capital Management, LLC with eight years of industry experience. He has worked at Payne Capital Management since 2017 and previously was employed at Bridget's Steakhouse for six years. Payne Capital Management provides financial planning, consulting, and portfolio management services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes goal-oriented planning, risk limitation, and personalized service, utilizing a variety of investment vehicles and strategies including options and borrowing within separately managed accounts.

Michele Hewitt is a CFP® professional with three years of industry experience, currently affiliated with Wellfull. She previously worked at Bernardo Wealth Planning, Wescott Financial Advisory Group, and Asset Planning Services. Outside of her advisory role, she owns rental properties. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes financial planning as the basis for its investment approach and manages portfolios using model-based asset allocation across multiple analysis methods.

Julie Macdade is a financial advisor at IVC Wealth Advisors LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo Advisors, Kestra Financial, and Private Client Services. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, pension consulting, and access to insurance products. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses to develop tailored investment programs and generally manages accounts on a discretionary basis.

Mark Zinman is a financial advisor with Integrity Investment Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Comprehensive Advisors LLC since 2006 and has been involved with Zinman & Company P.C. since 1986. Outside of financial advising, he serves as president of a cellular telephone business and participates in several other ventures, including retail clothing sales and tax and accounting services. Integrity Investment Advisors, LLC serves individuals, families, trusts, non-profits, pension plans, and businesses, managing approximately $67 million across about 170 client relationships. The firm offers financial planning and portfolio management using a fiduciary approach focused on diversified, low-cost, tax-aware investments and incorporates accounting, tax, and retirement administration services into its client solutions.

James Goodhart is a financial advisor with Chancellor Financial Group WB LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Chancellor Financial Group since 2021 and previously at TCM Securities, Inc. from 2015 to 2021. Outside of advisory work, he is an insurance agent specializing in fixed insurance and annuity products. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a long-term, fundamental analysis-based investment approach, utilizing low-cost mutual funds and ETFs along with other strategies, and manages approximately $249 million in client assets.

John Jim is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience, including 17 years at Ameriprise Financial Services, Inc., before joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm tailors portfolios to clients’ financial conditions and goals, generally favoring a long-term investment approach while incorporating a range of investment vehicles and third-party platforms for portfolio management.

Michael Topley is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Lansing Street Advisors and has held roles at Edge Financial Wellness, Purshe Kaplan Sterling Investments, Inc., and several other firms. Outside of traditional advisory duties, he is the founder and CEO of Moneyclip Inc, a company that provides a platform for advisors to record and share client presentations. Lansing Street Advisors is a team-based firm serving individuals, high-net-worth clients, trusts, and estates with discretionary and non-discretionary wealth management, portfolio management, and financial planning. The firm primarily uses exchange-traded funds and integrates financial planning and third-party services into its long-term, fundamentally based investment approach.

Scott Cendali is a financial advisor with IVC Wealth Advisors LLC, holding a Series 66 designation and over 11 years of industry experience. His prior work includes roles at Girard Advisory Services, Univest Bank & Trust Co, and Private Client Services. Outside of his advisory role, he is employed by Clear Employer Services, a professional employment organization. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, pension consulting, and third-party money manager selection. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses to create tailored investment programs and generally manages accounts on a discretionary basis.

Megan Keenan is a financial advisor at Lansing Street Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets and Janney Montgomery Scott. Lansing Street Advisors is a team of six advisors providing discretionary and non-discretionary wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis, utilizing exchange-traded funds alongside mutual funds, individual equities, fixed income, and independent manager allocations.

Lauren O'Neill is a Series 65-licensed advisor at Elevated Capital Advisors, LLC with two years of industry experience. Her prior work includes roles at GJO Financial, Grandview Hospital, and Pondel Wilkinson. Outside of advising, she contributes as a freelance writer for the Bucks County Herald. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, and institutions by offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside third-party risk assessment tools to tailor strategic and tactical asset allocation.

Victoria Williams is a financial advisor at Wellfull with two years of industry experience and holds a Series 65 designation. She has worked at Bernardo Wealth Planning since 2023 and has held prior positions at Messiah University and Crocs. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services. The firm emphasizes financial planning as the foundation for its investment approach and manages portfolios using model-based asset allocation combined with multiple analysis methods.

Martha Pope is a CFP® professional with three years of industry experience, currently serving at Wellfull (Bernardo Wealth Planning, LLC). She has been with Bernardo Wealth Planning since 2019 and previously worked with the Gift of Life Donor Program. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm emphasizes financial planning as the foundation for its investment approach and manages portfolios using model-based asset allocation combined with multiple analysis methods.