Mark Cecchini is a CFP® professional with six years of experience in financial advising. He currently works at Quadrant Private Wealth Management, LLC and has previously held roles at firms including Compound Planning, Rockwood Wealth Management, Catalyst Wealth Advisors, Facet Wealth, Aspiriant LLC, and Sullivan, Bruyette, Speros & Blayney, LLC. Outside of his advisory work, he serves as an adjunct instructor at UCLA Extension’s Personal Financial Planning Program, where he teaches and develops course content. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm employs a top-down investment approach emphasizing risk management, tailoring portfolios to client risk tolerances and time horizons, and incorporates proprietary strategies alongside external managers and alternative investments.

Benjamin Chunko is an associate advisor at Liberty Asset Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Liberty Asset Management since 2012 and Comprehensive Asset Management & Servicing, Inc. since 2013. Outside of his advisory role, he owns and operates the Grit Mat Club, an athletic club where he runs practices. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension and profit-sharing plans, charitable organizations, and private businesses. The firm manages approximately $136.8 million and employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management alongside financial planning services.

Jacob Millen is a financial advisor at Valor Investments and Planning LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Leaders Group Inc, Royal Alliance Associates, and MetLife Securities Inc. Outside of his advisory role, Millen serves as a part-time CFO for RMO Solutions LLC. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension plans, trusts, and corporations. The firm manages approximately $80.7 million in discretionary assets, typically constructing portfolios through third-party managers, mutual funds, ETFs, and individual securities aligned with client objectives and risk tolerance.

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.

Brian Cort is a CFP® and ChFC® with 25 years of experience in the financial industry. He is currently with Quadrant Private Wealth Management, LLC, where he has been employed since 2015, including prior service at Purshe Kaplan Sterling Investments, Inc. He serves as a partner advisor at Quadrant Private Wealth Management. Quadrant Private Wealth Management offers financial planning, investment management, and retirement-plan consulting to a broad client base including individuals, families, trusts, and organizations. The firm manages approximately $2.1 billion in assets and utilizes a top-down investment approach emphasizing risk management across a variety of asset classes and strategies.

Christian Spugnardi is a financial advisor at Stark Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has worked at Stark Financial Group and Stark Wealth Management since 2025. Outside of his advisory role, he has also been a caddy at Saucon Valley Country Club for ten years. Stark Wealth Management LLC serves individual and high-net-worth clients through portfolio management, financial planning, and estate-planning facilitation. The firm uses investment policy statements, model allocations, and quantitative analysis to guide long-term ETF-focused strategies, often employing third-party managers and managed account platforms.

Hubert Etchison Jr. is a financial advisor at Stark Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Lafayette College and R. Curtis Ehly, CLU. Outside of his advisory work, he has been involved with Twilight Gymnastics and operates entrepreneurial ventures through Hubert Etchison Consulting, LLC and Right Track Realty, LLC. Stark Wealth Management LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients, focusing on ETF-based, long-term strategies alongside traditional equities and fixed income. The firm employs a combination of fundamental, quantitative, and technical analysis, integrating modern portfolio theory with tailored model allocations and periodic risk reviews.

Gregory Grillo is a financial advisor with MTM Financial Group, LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab and Co., and TD Ameritrade. MTM Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, and nonprofit endowments with discretionary portfolio management and financial planning. The firm employs a combination of charting, fundamental, technical, and cyclical analysis across various securities and maintains individualized investment policy strategies for clients.

Chad Rupprecht is a financial advisor with MTM Financial Group, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining MTM, he worked at Volkswagen Group of America and VW Credit, Inc. for over two decades. Outside of his advisory role, he provides notary services in Bethlehem, Pennsylvania. MTM Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, and nonprofit endowments. The firm manages approximately $772 million in assets, utilizing a combination of charting, fundamental, technical, and cyclical analysis to implement discretionary portfolio management and financial planning.

Gary Mayo is a CFP® with 44 years of experience in the financial industry. He has been with Comprehensive Asset Management since 2001 and co-founded Co-Leash in 1999. Mayo is also a shareholder and CFP at Liberty Wealth Management, where he spends significant time in sales and advisory roles. Liberty Asset Management is an SEC-registered firm serving individual investors, pension plans, charitable organizations, and private businesses. The firm focuses on strategic asset allocation using Modern Portfolio Theory, managing approximately $136.8 million across several hundred client relationships.

Jonathan Kerstetter is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Morton Brown Family Wealth LLC. His prior experience includes roles at Commonwealth Financial Network, CETERA Advisor Networks LLC, Vicus Capital, Inc., Great Scott Financial Services, and PNC. He serves on the Board of Directors for the Forum for Ethics at DeSales University. Morton Brown Family Wealth LLC manages approximately $483 million for around 272 clients, including high-net-worth individuals, business entities, trusts, and estates. The firm employs fundamental analysis to construct diversified portfolios across equities, fixed income, mutual funds, and ETFs, often incorporating unaffiliated independent managers and less-liquid investment vehicles as appropriate.

Dean McDermott is a financial advisor at McDermott Investment Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with McDermott Investment Advisors since its founding in 2004. He is also a member of Kadeda of Naples, LLC, a commercial real estate venture. McDermott Investment Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts and $211 million in assets, using both firm-developed and third-party model portfolios across a range of investment instruments.

Pasquale Hamel is a financial advisor at Hamel Associates, Inc. with 22 years of industry experience. He holds the Series 65 designation and has been with Hamel Associates since 2001, a firm that includes a team of four advisors. Hamel Associates, Inc. is a fiduciary wealth management firm serving high-net-worth individuals, corporations, pension plans, and foundations. The firm employs a value-oriented equity approach with a focus on dividend-paying, large-cap stocks and investment-grade fixed income for diversification, and offers alternative investments and authorized use of derivatives and margin in separately managed accounts.

Debra Hippensteel is a financial advisor at River Wealth Advisors LLC in Allentown, PA, holding a Series 65 credential with six years of industry experience. She has worked at River Wealth Advisors since 2019 and previously spent 19 years at BB&T Bank and its predecessor institutions. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.

John Cito is the principal of Cito Capital Advisors LLC in Hackensack, NJ, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been involved with multiple related firms, including McDermott Investment Services, LLC and Cito Capital Management, LLC, where he has served in advisory and financial planning roles. Cito Capital Advisors LLC provides fee-based financial planning and consulting primarily to individual clients, offering modular or one-time written plans and hourly advice. The firm refers client portfolios to third-party money managers and supports clients with onboarding and ongoing liaison services, focusing on an advisory approach that combines fundamental, technical, and cyclical analysis.

Michael Warch is a financial advisor with Valley National Advisers Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Valley National Investments, Inc. in 2018, he worked at M & T Securities from 2016 to 2018. Valley National Advisers Inc. provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios primarily on a discretionary asset-allocation basis and offers services including estate analysis, retirement plan consulting, and private fund due diligence.

Connor Ciarciello is a financial advisor at Liberty Square Wealth Partners LLC, holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at Chubb Insurance and Applebrook Golf Course, as well as academic positions at West Chester University and Bucks County Community College. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through discretionary and non-discretionary wealth management and financial planning. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, supported by fundamental and technical analysis, and manages approximately $476 million in discretionary assets across two advisors.

Joseph Goldfeder is a CFP® with 19 years of industry experience, currently serving at Valley National Advisers Inc. He has been with the affiliated firm Valley National Investments, Inc. since 2006. Valley National Advisers is a team-based registered investment adviser with ten advisors managing over $1 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charities, corporations, and government entities, offering discretionary portfolio management, financial planning, estate analysis, and retirement plan consulting.

Justin Clark is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Tiller Private Wealth, Inc. He previously worked at Evolution Financial Group and PNC Investments. Clark also works as a Senior Wealth Manager with National Life Group, providing life and health insurance advice to clients. 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) advisory services. The firm emphasizes a long-term, asset-allocation driven approach focused on diversification, tax sensitivity, and cost awareness, and operates six offices with approximately $730 million in discretionary assets under management.

Patrick Burke is a financial advisor at O'Hagan Group, Inc. with 13 years of industry experience. He holds a Series 65 designation and previously worked at Arbor Point Advisors and Kms Financial Services, Inc. before joining O'Hagan Group in 2021. Prior to his financial services career, he was employed at Continental - United Airlines for 35 years. O'Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, focusing on retirement account decisions and managing assets outside clients’ primary custodians. The firm’s investment approach emphasizes fundamental quarterly company analysis with a growth-and-value orientation, managing portfolios on a discretionary basis with continuous monitoring and an emphasis on long-term holdings when possible.