Carla Simon is a financial advisor at Insight Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Insight Advisors since 2013. Prior to that, she worked at Purshe Kaplan Sterling Investments, Inc. from 2013 to 2019. Insight Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities by providing comprehensive portfolio management, financial planning, and consulting services. The firm manages approximately $785.65 million in assets and employs a variety of investment strategies, including the use of ETFs, mutual funds, individual securities, options, and margin strategies, with ongoing portfolio reviews and rebalancing.

Christopher Mcnesby is a CFP® with 24 years of experience in financial advisory roles. He is currently with PW Nova Financial Services LLC and has previously worked at CMC Wealth Partners, Private Client Services, and Valley Financial Group among others. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm uses a combination of analytical methods to construct portfolios and offers both discretionary and non-discretionary management, including a sponsored wrap fee program.

Kenneth Dysart is a financial advisor at Cordatus Wealth Management LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cordatus since its founding in 2016. Dysart also serves as a trustee for a friend and business partner. Cordatus Wealth Management LLC advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm offers financial planning and portfolio management services using discretionary account management and proprietary investment strategies.

Karamjeet Mangat is a CFP® professional with 42 years of experience in the financial services industry. He has worked at White Knight Strategic Wealth Advisors, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. White Knight Strategic Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, businesses, and non-profits, offering financial planning and discretionary asset management. The firm emphasizes broadly diversified, tax-efficient, long-term investment strategies and manages most client accounts on a discretionary basis within a seven-advisor team.

Nicholas De Santis is a CFP®, CFA®, and Series 65 credentialed advisor with six years of industry experience. He has worked at Quaker Wealth Management since 2017 and previously held roles at Rutgers University, Rowan College of Burlington County, and Wawa Inc. Quaker Wealth Management serves individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation and utilizing a proprietary Qmap platform to implement portfolios primarily with ETFs and mutual funds.

Bruce Brolle is a financial advisor with Insight Advisors, LLC, where he has worked since 2016. He holds Series 63 and Series 65 licenses and has 35 years of experience in the industry, including roles at Morgan Stanley, Purshe Kaplan Sterling Investments, Citigroup Global Markets, and PNC Wealth Management. Insight Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, pension consulting, and portfolio monitoring. The firm manages approximately $785.65 million in client assets and offers customized investment strategies utilizing a range of securities and both fundamental and technical analysis.

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.

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.

Matthew Carpenter is a Series 65-licensed financial advisor with six years of industry experience. He is affiliated with The Estate Planners Group and previously worked at Marwood Rest Home Inc. for 26 years. Outside of advisory work, Carpenter is involved with MSC Wealth, LLC, a personal investment business focused on rental properties. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and third-party manager recommendations, employing fundamental analysis and diversified allocations across multiple asset classes.

Lucas Morreale is a financial advisor at Ventura Wealth Management with five years of industry experience. He holds a Series 66 designation. His work history includes roles at Ameriprise, American Portfolios Financial Services Inc., and experience in public service with the United States Senate and House of Representatives. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a model-based investment approach combining fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.

David Loesser is a CFP® with 22 years of industry experience and has been with The Estate Planners Group since 2006. He holds Series 63 and Series 66 licenses and serves as managing member and manager for multiple pooled investment vehicles through affiliated entities. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and consulting, often managing client accounts on a discretionary basis with diversified allocations and fundamental analysis.

Daniel Roccato is a financial advisor with Quaker Wealth Management LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Quaker Wealth Management since 2006 and is also involved in broadcast television news as a financial expert and analyst since 2009. Roccato serves in roles at the University of San Diego and with Fox affiliates. Quaker Wealth Management advises individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, and specialized Family CFO services for households with at least $5 million in investable assets. The firm employs a collaborative investment process focused on asset allocation and integrates tax and estate professionals to support clients’ financial needs.

Brian Henrysen Jr. is a CFP® professional with seven years of industry experience currently serving at PW Nova Financial Services LLC. His prior roles include positions at Presilium Private Wealth LLC, Raymond James Financial Services, and Merrill Lynch. Outside of financial advising, he is a managing member of 215 Rehab Enterprises, a real estate rehabilitation business. PW Nova Financial Services LLC provides comprehensive wealth management, pension consulting, and financial planning services to individuals, high-net-worth clients, and institutional pension and municipal entities. The firm employs a variety of analytical methods to construct diversified portfolios and operates a wrap fee program that integrates management and transaction services.

Jesse D'Elia is a CFP® with 12 years of industry experience, currently serving as an advisor at Attleboro Wealth Management LLC since 2025. He previously worked at The Vanguard Group, Inc. for 11 years. Outside of his advisory role, he is involved in residential home improvement and renovation for resale through his ownership of B. E. 2A Properties LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by offering asset management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer, utilizing various asset-allocation strategies and managing portfolios across a broad range of securities.

Timothy Vickrey III is a financial advisor at Bucks Capital Advisers with Series 65 credentials and one year of industry experience. His prior work includes roles at Andersen Tax, LLC and Michigan State University. Bucks Capital Advisers provides asset management, comprehensive portfolio management, and retirement plan consulting for individuals, trusts, non-profits, pension and profit-sharing plans, private funds, and businesses. The firm manages approximately $670.7 million in client assets and employs a diversified investment approach combining fundamental, quantitative, technical, sector, and cyclical analysis.

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.

Michael Sullivan is a financial advisor at The Estate Planners Group with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with the firm since 2006. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and consulting, using fundamental analysis and diversified allocations across various asset classes.

Timothy Vickrey Jr. is a financial advisor at Bucks Capital Advisers with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and was previously with Andrew Garrett, Inc. for 19 years before joining Bucks Capital Advisers. Bucks Capital Advisers offers asset management, comprehensive portfolio management, and retirement plan consulting to individuals, trusts, non-profits, pension and profit-sharing plans, private funds, and businesses. The firm manages approximately $670.7 million in assets, utilizing a multi-method investment process and tailored asset allocation strategies across a range of investment vehicles.

Michele Later is a financial advisor at Cordatus Wealth Management LLC with six years of industry experience. Before joining Cordatus and Prospera Financial Services in 2021, she worked at Wells Fargo Clearing Services, LLC for 34 years. Michele holds a Series 66 designation. Cordatus Wealth Management serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes financial planning as the basis for portfolio construction and offers proprietary investment programs that incorporate fundamental and trend analysis along with risk management.

Prather Hill is a financial advisor with Sovereign Financial Group, Inc., holding Series 63 and Series 66 designations and 44 years of industry experience. He has worked at Sovereign Financial Group since 2019 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm employs a long-term, portfolio-focused investment approach using a variety of low-cost mutual funds, ETFs, stocks, bonds, and options, supported by fundamental and technical analysis and AI tools.