Thomas Marrollo Sr. is a financial advisor with Apogee Financial Services Group, Inc., holding a Series 63 designation and over 43 years of industry experience. He has been with Apogee since 2008 and is also a registered representative at PTS Brokerage, LLC, where he has worked since 2005. Apogee Financial Services Group, Inc. provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with global diversification, primarily managing non-discretionary portfolios using mutual funds, ETFs, and individual securities.

John Rea is a CFP® professional with 21 years of industry experience. He has been with Crossgate Wealth Advisors, LLC since 2001. Located in Newtown, PA, he is part of a three-advisor team at the firm. Crossgate Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis approach combined with Modern Portfolio Theory to build diversified portfolios and provides ongoing supervision, quarterly reviews, and client reporting.

Alvin Clay III is a CFP® and PFS™ credentialed advisor with 10 years of industry experience. He has been with Alvin Clay Financial Advisors, LLC since 2015, where he works as part of a five-advisor team based in Jenkintown, PA. Alvin Clay Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and private education institutions. The firm offers discretionary portfolio management, financial and pension consulting, and tax-related services, utilizing model portfolios and managed accounts primarily invested in mutual funds and ETFs, with some accounts holding individual stocks and bonds through sub-advisers.

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.

Nicholas Wetzel is a CFP® with seven years of industry experience currently with Prometheus Capital Management Corp. and The Investment Center, Inc. since 2021. He previously worked at Goldman Sachs and KeyBank National Association. Outside of his advisory role, Wetzel volunteers as a sub-group leader for the South Jersey Real Estate Investors Association, organizing local events and educational seminars on financial planning for landlords. Prometheus Capital Management Corp. is an SEC-registered adviser providing investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, retirement plans, trusts, and privately held businesses. The firm develops client-specific investment strategies and conducts portfolio supervision primarily on a non-discretionary basis, combining fundamental, technical, and asset-allocation approaches.

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.

James Fisher is a financial advisor at The Aranda Group Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and as an independent contractor. Fisher is a co-chair of Tire Rack Street Survival through the Philadelphia Region Sports Car Club of America and serves on the boards of Nancy's House and the Eastern Montgomery County Chamber of Commerce. The Aranda Group Advisors, LLC serves individuals, high-net-worth families, trusts, non-profits, pensions, and businesses with asset management and financial planning. The firm emphasizes long-term, diversified asset allocation and tax efficiency, offering both discretionary and non-discretionary portfolio management along with access to third-party managers and a securities-based lending program.

Jonathan Liebl is a CFP® professional with four years of industry experience. He has worked at GenRise Wealth Advisors LLC since 2021 and previously held roles at Summit Place Financial Advisors, LLC and Bank of America Private Bank. GenRise Wealth Advisors serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm emphasizes fundamental analysis and strategic asset allocation, managing diversified portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

Marc Butler is an investment advisory representative at Anthony Petsis & Associates Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses. Butler has held roles at firms including BNY Mellon Albridge and Skience, and he operates a consulting business focused on wealth technology. He is also a co-author of the book *Funding a New Business for Dummies* and serves on the board of directors of ProNvest. Anthony Petsis & Associates Inc. provides personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, delivering written plans and single-subject advice without managing client assets on a continuous basis. The firm employs a process based on fundamental analysis with a mix of long- and short-term purchase strategies, offering fee-for-service engagements and utilizing third-party estate-planning tools.

David Bailin is a financial advisor with Integrous Wealth Strategies in Hamilton, NJ, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Woodbury Financial Services and OSAIC. Bailin also manages insurance sales and fixed investment activities through Personal Wealth Strategies, a firm he has been associated with since 2002. 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.

James Roman Jr. is a financial advisor at Main Street Financial Life Advisors, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. In addition to his advisory role, he is a principal at Roman & Kulpa, LLC, a certified public accounting firm, and serves as a part-time adjunct instructor at the Fox School of Business, Temple University, co-teaching a capstone seminar for seniors. Main Street Financial Life Advisors, LLC provides discretionary and non-discretionary investment management and reporting to individuals, business entities, trusts, estates, and charitable organizations. The firm integrates tax preparation and accounting services through its affiliated CPA firm and may coordinate insurance solutions via an affiliated insurance agency. Its investment approach involves customized asset allocation using a variety of funds and securities supported by third-party technology platforms.

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 held roles 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 provides fee-only, asset-based investment management primarily for institutional, trust, business, and charitable clients. The firm uses a systematic, technical trend-following approach combined with fundamental and global macro analysis, managing concentrated portfolios with strict risk controls on a discretionary basis.

William Davis is a CFP® professional with 13 years of industry experience. He currently serves at Vericrest Private Wealth, LLC and previously worked at Ameriprise Financial Services, Inc. and Prism Advisory Group LLC. Outside of his advisory role, 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 Private Wealth provides investment management and financial planning to individuals, including high-net-worth clients, and institutional clients such as retirement plans. The firm emphasizes asset allocation through diversified, low-cost ETF portfolios and utilizes third-party sub-advisors along with ongoing account monitoring.

Erik Mosholt is a CFP® professional with 33 years of experience in the financial industry. He is currently with 46 Peaks Investment Advisory Group, where he has worked since 2020. His prior experience includes roles at M Holding Securities, Inc. and Kb Financial Partners, LLC. 46 Peaks Investment Advisory Group provides comprehensive financial planning, retirement-plan consulting, and portfolio management services for individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored investment advice using a combination of valuation, expected-return, diversification, and technical analyses, typically implementing portfolios with mutual funds and ETFs on a discretionary basis.

Alexander Pron is a CFP® with 14 years of experience in the financial industry. He is currently with Crossover Capital, where he has worked since 2023, and previously held positions at Bank of America and Merrill. Outside of his advisory role, he is also an insurance agent and a member of an off-center digital asset fund. Crossover Capital is an SEC-registered firm managing approximately $179 million for individuals, high-net-worth clients, trusts, institutions, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis with both active and passive strategies, including access to digital-asset investments and insurance-related services.

Jacob Salzmann is a financial advisor at Costello Asset Management, Inc. with six years of industry experience. He has been operating a business under the name The Wire Fun since 1997. Costello Asset Management provides investment advisory services to individuals, non-profits, trusts, estates, and other business entities on a fee-only basis. The firm emphasizes asset allocation tailored to each client’s risk tolerance through globally diversified portfolios and employs discretionary management with regular client reviews and reporting.

Brad Heindel is a CFP® professional with 27 years of industry experience, currently serving as an advisor at 46 Peaks Investment Advisory Group since 2020. He previously worked at M Holding Securities, Inc. and Kb Financial Partners, LLC from 2012 to 2020. 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 uses tailored investment strategies incorporating long-term target allocations and tactical models, typically emphasizing mutual funds and ETFs.

Christine Ahearn is a financial advisor at Aeternitas Investment Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Apex Financial Advisors and Merrill. Aeternitas Investment Management provides discretionary and non-discretionary investment management to individuals, families, trusts, businesses, and charitable organizations. The firm employs a systematic, technical trend-following approach combined with fundamental and global macro analysis, offering portfolios that may include equities and a broad range of exchange-traded funds with formal risk-management rules.

Heidi Hirsh is a financial advisor with Anthony Petsis & Associates Inc. She holds Series 63 and Series 65 credentials and has 26 years of industry experience. Her prior roles include positions at Goldman Sachs/United Capital Financial Advisers and Cetera Advisor Networks. 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 without managing client assets on a continuous basis.