Trudy Fearon is a financial advisor at Oaktree Advisors LLC with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oaktree Advisors since 2016, with prior experience at Lombard Securities Inc. In addition to her advisory role, she is the proprietor of Truly Trudy's Sweets & Treats, a business specializing in candy, chocolates, and baked goods. Oaktree Advisors LLC provides personalized investment management and integrated financial planning for individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm implements portfolios based on written investment policy statements and asset-allocation guidelines, offering a range of investment vehicles and coordinating trust administration services when needed.

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 24 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 his advisory roles, Zinman is president of a cellular telephone business and participates in retail clothing sales and rentals, as well as tax and accounting ventures. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets and serving around 184 clients. The firm offers financial planning and portfolio management for individuals, families, trusts, non-profits, pensions, and businesses, employing a process that integrates written financial plans with discretionary or non-discretionary management focused on diversification, cost control, and tax efficiency.

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.

Kimberly Thomas is a financial advisor with Muntz Financial, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Muntz Financial in 2025, she worked at Thrive Capital Management, LLC and Creative Wealth Management, LLC, among other roles. Muntz Financial provides fee-only investment advisory services to individuals, trusts, estates, plans, corporations, and private funds. The firm employs a core-satellite investment approach and offers portfolio management and tailored advice across a broad range of securities and vehicles.

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.

Mark Baran is a financial advisor at McDermott Investment Advisors, LLC with 37 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Woodbury Financial Services and Silber Bennett Financial. In addition to his advisory role, he serves as President of NL1031, a business focused on 1031 exchanges and Opportunity Zone funds. McDermott Investment Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts with about $211 million in assets, utilizing both firm-developed and third-party model portfolios across a range of investment instruments.

David Muntz is a financial advisor at Muntz Financial, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Muntz Financial since 2007. Outside of his advisory work, he serves as a board member and treasurer of The McKeown Foundation, a nonprofit supporting families dealing with Alzheimer's and dementia, and volunteers as a little league softball coach in Warrington, PA. Muntz Financial provides fee-only investment advisory services to individuals, trusts, estates, plans, corporations, and private funds. The firm employs a core-satellite investment approach using fundamental, technical, cyclical, and charting analysis and offers management of private equity, limited partnerships, and pooled investment vehicles.

John Pelcheck is a CFP® professional with over 20 years of industry experience. He has worked at Oaktree Advisors LLC since 2025 and previously spent 19 years at The Philadelphia Trust Company. Oaktree Advisors LLC provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporations. The firm develops tailored asset allocation guidelines and investment policy statements, using a variety of investment vehicles and combining publicly available research with technical analysis.

Jeffrey Wesnofske is a financial advisor at Clear Capital Management LP in Doylestown, PA, holding Series 65 and Series 66 designations with 14 years of industry experience. He has been with Clear Capital Management for 12 years. Clear Capital Management LP provides discretionary portfolio management and financial planning to individuals, trusts, estates, and certain retirement and corporate plans. The firm uses proprietary quantitative models and a "Natural Selection" algorithm to manage client portfolios, which may include ETFs, covered-call strategies, and opportunistic IPO participation.

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.

Gerard O'Neill is a financial advisor at Elevated Capital Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Elevated Capital Advisors since 2023, alongside roles at Capital Asset Advisory Service and ownership of GJO Financial, LLC, an insurance business specializing in life insurance and annuities. O'Neill also teaches accounting and finance to MBA students at LaSalle University and volunteers in his local community. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by providing investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, offering discretionary and non-discretionary portfolio management through a network of independent advisors.

Benjamin Eichman is a financial advisor at Oaktree Advisors LLC with 11 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling and Madison Avenue Securities. Oaktree Advisors LLC provides personalized investment management and integrated financial planning services to individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm serves a broad range of households, including high-net-worth clients, and implements portfolios based on written investment policy statements and asset-allocation guidelines.

Joyce Moore is a financial advisor with Portfolio Resources Advisor Group, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. She has been with Portfolio Resources Group since 2008. Outside of her advisory role, she serves as a township supervisor in Upper Milford Township, Lehigh County, PA, and is president of Joyce Moore Financial Service, which offers tax preparation, consulting, and fixed insurance products. Portfolio Resources Advisor Group provides discretionary portfolio management, financial planning, and investment programs to a range of clients including individuals, trusts, and charitable organizations. The firm employs a multi-manager approach using third-party platforms and model portfolios, managing assets according to client objectives outlined in Investment Policy Statements.

Steven Krzywicki Jr. is a CFP® professional with 26 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC, where he has worked since 2022, following a 17-year tenure at Ameriprise Financial Services, Inc. He is an investor in a private invitation-only golf access platform and assists with related marketing initiatives. 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 emphasizes a fundamental, long-term investment approach with tailored portfolios that include ETFs, mutual funds, equities, and alternative investments.

Anthony Bernardo Jr Jr. is a financial advisor with Wellfull, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His work history includes time at Bernardo Wealth Partners LLC and Purshe Kaplan Sterling Investments, with a focus on wealth planning and investment management. 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 of its investment approach and manages portfolios using model-based asset allocation supported by multiple analysis methods.

Kevin Horgan is a financial advisor at Muntz Financial, LLC with four years of industry experience. He has worked at Horgan Brothers, Inc. for ten years. Outside of his advisory role, he provides tax preparation and consulting services through Horgan Tax Consulting. Muntz Financial serves individual clients, trusts, estates, retirement plans, corporations, and private funds with fee-based portfolio management and financial planning, employing a core-satellite investment approach that incorporates fundamental, technical, cyclical, and charting analyses.