Frank Fiumecaldo III is a CFP® professional with seven years of industry experience. He has worked at Aventine Financial Group since 2018 and previously spent six years at R.W. Roge & Company. Aventine Financial Group serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing comprehensive financial planning and investment management through tiered service offerings. The firm combines fundamental and technical analysis to create tailored investment strategies using low-cost mutual funds, ETFs, and other instruments.

Lawrence Busch is a CFA® charterholder affiliated with Sage Capital Management LLC and has four years of industry experience. He has been with Sage Capital Management since 1999. Sage Capital Management serves individual clients, trusts, retirement plans, corporate entities, and pooled investment vehicles. The firm employs a core-and-satellite strategic asset allocation approach, combining passive vehicles, ETFs, and active managers, and distinguishes itself by advising a private real-estate pooled vehicle alongside traditional portfolio management services.

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.

William Stanert is a CFP® with 43 years of industry experience and is the sole advisor at Moondance Investment Advisors, LLC in New Hope, PA. He has worked at Purshe Kaplan Sterling Investments since 2013 and founded Moondance Investment Advisors in 2012. Stanert is also a licensed life insurance agent with Wentworth Financial Partners, focusing on fixed and traditional insurance products. Moondance Investment Advisors provides customized investment advisory and financial planning services to individuals, high net worth clients, trusts, and estates. The firm manages discretionary and non-discretionary portfolios using fundamental, technical, and cyclical analysis across various asset classes.

Ann Means is a financial advisor at Sapient Investments LLC with nine years of industry experience. She holds a Series 65 designation and has worked with Select Alternative Investments LLC since 2017 and runs A Means Consulting, a sole proprietorship providing business management services to nonprofit organizations. Sapient Investments LLC offers discretionary investment management primarily to high-net-worth individuals and similar entities, using multiple strategies that incorporate tactical asset allocation and quantitative models. The firm integrates tax and financial planning through an affiliated tax services entity and employs hedge-like techniques uncommon in smaller advisory firms.

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.

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.

Michael Deo is a financial advisor with Carota Wealth Management, holding a Series 65 designation and 24 years of industry experience. He has worked at multiple firms, including American Portfolios Financial Services and Brandywine Financial Group Inc., and is also a certified public accountant and partner at BKC, CPAs, PC. Deo serves as a trustee of the Peter & Mary Batey Irrevocable Trust. Carota Wealth Management provides investment advisory services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with a proprietary macroeconomic framework, Market Pulse Regimes℠, to guide portfolio construction and offers discretionary management including digital assets and cryptocurrencies.

Nicholas Wetzel is a CFP® with seven years of experience in the financial services industry. He has worked at Prometheus Capital Management Corp. since 2021 and previously held roles at Goldman Sachs and KeyBank National Association. Wetzel also volunteers as a sub-group leader for the South Jersey Real Estate Investors Association, organizing speaker panels and local networking events. Prometheus Capital Management Corp. provides advisory and planning services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis to tailor asset allocation strategies, managing a predominantly non-discretionary portfolio base and offering clients access to institutional custody and additional resources.

Alexander Petsis is a CFP® with 13 years of industry experience. He is currently with Anthony Petsis & Associates Inc., where he has worked since 2018, and has previous experience with Signator Investors, Inc. Petsis also engages in financial education by presenting seminars on Special Needs Financial Planning and serves as secretary for St. Andrew's Catholic Church in Newtown, PA. Anthony Petsis & Associates Inc. provides personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm delivers written plans and single-subject advice, relying on fundamental analysis and a combination of long- and short-term purchase strategies.

Tyler Breder is a CFP® professional with nine years of experience in the financial services industry. He has worked at PTM Wealth Management, LLC since 2020 and previously held roles at Charles Schwab and The Vanguard Group. PTM Wealth Management is a small, supported registered investment adviser managing approximately $175 million for individual and high-net-worth clients. The firm offers discretionary investment management combined with financial planning, using a long-term investment approach focused on fundamental analysis and primarily employing low-cost mutual funds and ETFs.

Kenneth Weingarten is a CFP® professional with 23 years of experience in financial advising. He is the principal of Weingarten Associates, L.L.C., where he has worked since 2003, following a brief tenure at SAX Wealth Advisors, LLC. Weingarten Associates, L.L.C. provides fixed-fee financial planning and wealth management services to individuals, high-net-worth clients, trusts, charitable organizations, and pension/401(k) plans. The firm employs an academic, market-efficient investment approach emphasizing low-cost passive funds, applying the Fama–French three-factor model, and offers integrated accounting and tax-preparation services through an affiliated CPA.

Marc Butler is an investment advisory representative with Anthony Petsis & Associates Inc., holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has held roles at BNY Mellon Albridge, Skience, and currently leads multiple consulting ventures focused on wealth management technology and business strategy. Butler is also a co-author of the books Funding a New Business for Dummies and Master Your Money, Secure Your Future, and serves on the board of directors for ProNvest. Anthony Petsis & Associates Inc. provides personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm delivers written financial plans and single-subject advice without continuous asset management, employing a process based on fundamental analysis and a mix of long- and short-term purchase strategies.

Louis Fancher III is a CFP® and ChFC® with 29 years of experience in the financial industry. He currently serves as an advisor at 46 Peaks Investment Advisory Group, where he has worked since 2020. Prior to that, he held roles at M Holding Securities, Inc. and KB Financial Partners, LLC. Outside of financial advising, he is treasurer of Pediatric Therapeutics, Inc., a contracting agency. 46 Peaks Investment Advisory Group provides comprehensive financial planning, retirement-plan consulting, and portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm tailors investment advice based on client objectives and employs a mix of mutual funds, ETFs, and other investment vehicles, typically managing assets on a discretionary basis.

Joseph Weidenburner is a financial advisor at Aeternitas Investment Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Apex Financial Advisors, Inc., JRW Financial LLC, and the Defense Logistics Agency. He is also the managing member and attorney of Weidenburner Legacy Law, PLLC, an estate planning law practice. Aeternitas Investment Management is a fee-only registered investment adviser serving individuals, families, trusts, businesses, and charitable organizations. The firm employs a systematic trend-following strategy that integrates technical, fundamental, and macroeconomic analysis, managing concentrated portfolios with explicit market-timing and risk-management rules.

William Davis is a CFP® with 13 years of industry experience, currently serving as an advisor at Vericrest Private Wealth, LLC. His prior experience includes roles at Ameriprise Financial Services, Prism Advisory Group, and APEX Financial Advisors. Outside of his advisory work, he is an adjunct instructor in financial planning, a performing musician, and serves on the boards of the Lower Bucks County Chamber of Commerce and the Going Beyond Assistance Fund nonprofit. Vericrest provides investment management and financial planning to individuals, including high-net-worth clients, and institutional clients such as retirement plans. The firm employs a fee-only model focusing on diversified, low-cost ETF portfolios and uses third-party sub-advisors, offering a wrap fee program and recommending certain affiliated private pooled funds to qualified clients.

Jesse Danielson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Duke and Duke Wealth Management LLC since 2024. His prior experience includes roles at The Vanguard Group, Raymond James & Associates, and D.K. Brede Investment Management. Outside of his advisory work, he is also engaged as a delivery driver in Wayne, PA. Duke and Duke Wealth Management primarily serves individual clients with asset management and written financial planning, managing approximately $101.6 million across about 244 accounts. The firm emphasizes non-discretionary management with long-term investment approaches, focusing on mutual funds and ETFs and providing services through licensed advisers with custody maintained at Schwab.

Erik Mosholt is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at 46 Peaks Investment Advisory Group since 2020 and previously held roles at M Holding Securities, Inc., KB Financial Partners, LLC, and Equitable Advisors. 46 Peaks Investment Advisory Group provides advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm focuses on comprehensive financial planning and portfolio management using a mix of mutual funds, ETFs, private placements, and third-party separate account managers.