Thomas Hartley is a financial advisor with Hartley Advisors Corp. in New Hope, PA. He holds a Series 65 designation and has 12 years of industry experience, all with Hartley Advisors Corp. Hartley Advisors Corporation is a fee-only, SEC-registered boutique firm serving individuals, families, trusts, and employer-sponsored retirement plans. The firm uses a combination of top-down economic perspectives and bottom-up fundamental and technical analysis to manage diversified portfolios tailored to client guidelines, with discretionary management and periodic reviews.

Michael Rosen is a financial advisor with Northstar Advisory Group, LLC in New Hope, PA. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Northstar Advisory Group in 2020, he worked at Triad Hybrid Solutions, LLC and Triad Advisors, LLC from 2018 to 2020, and at BCG Securities, Inc. from 2015 to 2018. Northstar Advisory Group provides wealth management, investment management, financial planning, retirement plan advisory, and consulting services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $334 million in discretionary assets and employs proprietary model portfolios that combine low-cost ETFs with individual stocks and bonds, using a mix of fundamental, technical, cyclical, charting, and quantitative analysis.

Eric Landes is a financial advisor at IVC Wealth Advisors LLC with 26 years of industry experience. He holds a Series 63 designation and has been with IVC Wealth Advisors since 2014. His prior experience includes roles at Kestra Investment Services LLC and Private Client Services. Outside of his advisory role, Landes is involved as president of IVC Insurance Agency and participates in professional employer organization activities. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and retirement-account planning, utilizing fundamental, quantitative, and modern portfolio theory analyses to create tailored model allocations.

Paul Mccolgan is a financial advisor with IVC Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Private Client Services and Kestra Advisory Services LLC. He serves as vice chairman of Perkasie Industrial Development, a nonprofit-focused organization that facilitates lower interest rate loans for community-benefiting projects. 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 manages approximately $455 million and uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment portfolios tailored to client needs.

John Youngs is a financial advisor at Tiller Private Wealth, Inc. with 20 years of industry experience. He has been with the firm and its predecessor entities since 2001. Youngs holds a Series 65 credential. Tiller Private Wealth, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary investment management, financial planning, and 401(k) plan advisory services. The firm employs a long-term, asset-allocation driven approach that emphasizes diversification, tax sensitivity, and cost awareness, managing approximately $730 million in discretionary assets under management.

Linda Yeager is a CFP® professional with seven years of experience in financial advising. She is currently with Tiller Private Wealth, Inc., where she has worked since 2019 through its predecessor entities. Tiller Private Wealth, Inc. serves individual and high-net-worth clients as well as charitable organizations, providing discretionary investment management, financial planning, and 401(k) plan advisory services. The firm employs a long-term, asset-allocation driven approach that emphasizes diversification, tax sensitivity, and cost awareness.

Timothy Mickey is a CFP®-certified financial advisor with 44 years of industry experience, currently serving at Aviso Wealth Management. His career includes roles at OSAIC, Cetera Advisors LLC, and First Allied Securities. Outside of his advisory work, he is involved with Aviso Tax Services, an affiliated tax preparation company to which he may refer clients without compensation. Aviso Wealth Management is a nine-advisor team managing approximately $495 million across 772 client relationships. The firm provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations, employing a range of analytical approaches and offering both discretionary and non-discretionary portfolio management.

Louis Hershman is an investment advisor representative at Oaktree Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oaktree Advisors since 2013, following a 16-year tenure at PKS Investments and a recent position at Madison Avenue Securities. He is also a licensed insurance agent offering fixed annuities and life insurance products. Oaktree Advisors LLC provides personalized investment management and integrated financial planning to individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm serves a range of households, including high-net-worth and non-HNW individuals, and implements portfolios through written investment policy statements with diversified asset allocations.

Steven Pardonner is a financial advisor at WJL Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc. and Primerica Financial Services. Outside of advising, he is a product manager at Vonage Holdings Inc. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with comprehensive financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passive funds and emphasizes client approval before trade execution.

David Gotwals is a financial advisor at IVC Wealth Advisors LLC with 25 years of industry experience. He holds the ChFC® designation and has worked at Kestra Advisory Services LLC and Kestra Investment Services LLC before joining IVC Wealth Advisors in 2014. Outside of advising, he is involved with Clear Employer Services, a professional employer organization providing HR services to small businesses. 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 manages approximately $455 million using a tailored investment approach that incorporates fundamental, quantitative, and modern portfolio theory analyses alongside automated asset allocation and tax management strategies.

Jerome Graham is a financial advisor with Syndicated Capital, Inc. in Doylestown, PA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Syndicated Capital since 2003. Graham also serves as president of Graham Financial Services. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages both discretionary and non-discretionary portfolios, offering customized investment programs constructed from equities, ETFs, fixed income, and mutual funds.

Brock Hewitt is a CFP® professional at Wellfull with three years of industry experience. He has worked at multiple firms, including Bernardo Wealth Planning, Cambridge Investment Research, Cetera, and Commonwealth Financial Network. His background also includes roles outside finance, such as positions at Liberty University and Plumstead Christian School. 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 uses a client-centered financial planning approach to guide investment management and offers model-based asset allocation combined with multiple analysis methods and access to private investment vehicles.

Matthew Short is a CFP® professional with 12 years of industry experience, currently serving at Tiller Private Wealth, Inc. He has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and PNC Investments LLC. Outside of his advisory role, he operates a long-term car rental business through the Turo platform. Tiller Private Wealth, Inc. serves individual and high-net-worth clients as well as charitable organizations, providing discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a long-term, asset-allocation driven approach emphasizing diversification, tax sensitivity, and cost awareness, managing approximately $730 million in discretionary assets across six offices.

Betty Brick is an investment advisor with Brick & Kyle Associates Inc in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Coastal Equities, Inc. since 2014 and with Brick & Kyle Associates since 2013. Brick & Kyle serves individual and high-net-worth clients as well as institutional entities including pensions, trusts, corporations, estates, and charitable organizations. The firm provides discretionary portfolio management and written financial planning, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework across a range of investment vehicles.

Timothy Padva is a financial advisor at Aurora Private Wealth, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at APW Capital, Inc. since 2003 and Wilshire Group, LLC from 2001 to 2018. Outside of his advisory role, Padva serves as CEO of Lively Employer Services, a payroll and employee benefits administration company, and is the managing member of Hearthstone Advisors LLC, a 401(k) advisory firm. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of 18 advisors managing approximately $374 million in assets.

Andrew Brick is a CFP® with 31 years of industry experience. He is a principal at Brick & Kyle Associates Inc and has been with the firm since 2013. Prior to that, he worked at Coastal Equities, Inc. for 12 years. Brick & Kyle Associates serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and financial planning. The firm incorporates fundamental, technical, and cyclical analysis in its investment process and manages approximately $492 million across a diverse range of asset classes.

James Beenders is a CFP® with 19 years of experience in the financial advisory industry. He has been with Tiller Private Wealth, Inc., formerly Youngs Advisory Group, Inc., since 2007. Outside of his advisory role, he manages rental properties in North Carolina. Tiller Private Wealth serves individual and high-net-worth clients as well as charitable organizations, offering discretionary investment management, financial planning, and 401(k) plan advisory services with an emphasis on long-term, asset-allocation driven strategies.

Paul Eichman is a CFP® professional with 16 years of industry experience, currently serving as an Investment Advisor Representative at Oaktree Advisors LLC. He has been with Oaktree Advisors since 2013 and has prior experience at Madison Avenue Securities and Purshe Kaplan Sterling Investments. Eichman also holds insurance licenses and is involved in sales of insurance products through Oaktree Advisors. Oaktree Advisors LLC provides personalized investment management and integrated financial planning to individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm serves a range of households, including high-net-worth and non-HNW individuals, and implements portfolios through written investment policies with diversified asset allocations.

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.

James Lewers is a CFP® and ChFC® with 27 years of industry experience. He is currently affiliated with Brick & Kyle Associates Inc and Coastal Equities, Inc, having worked at Brick & Kyle since 2013 and Coastal Equities since 2014. Brick & Kyle Associates provides discretionary portfolio management and written financial planning services to individual and institutional clients, including high-net-worth individuals, pensions, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis along with asset allocation techniques to manage accounts on a discretionary basis with regular reviews.