Joyce Moore is a financial advisor at Portfolio Resources Advisor Group, Inc. with 34 years of industry experience. She holds the ChFC®, Series 63, and Series 65 designations and has worked at Portfolio Resources Group since 2008, following five years at Financial West Group. Moore serves as an elected township supervisor in Upper Milford Township, Pennsylvania, and is president of a tax preparation and consulting business offering fixed insurance and annuities. Portfolio Resources Advisor Group, Inc. provides discretionary portfolio management, financial planning, and administrative advisory services to a variety of clients including individuals, trusts, and organizations. The firm uses a team-based approach with third-party manager platforms to deliver diversified asset allocation and manager-selection solutions through both wrap-fee and non-wrap fee programs.

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.

George Kurtz is a financial advisor at Oaktree Advisors LLC with 14 years of industry experience. He previously worked for McDermott Investment Advisors, LLC for 12 years before joining Oaktree Advisors in 2024. 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, utilizing a mix of mutual funds, ETFs, individual securities, and other instruments, while managing client accounts on a discretionary basis.

Mihir Saudagar is a financial advisor at Milestone Financial Associates, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Cornerstone Institutional Investors, LLC. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm uses asset allocation guided by fundamental analysis and manages portfolios primarily on a discretionary basis, employing mutual funds, ETFs, individual stocks, and bonds tailored to client objectives.

Daniel Carney is a financial advisor at Integrity Investment Advisors, LLC with a Series 65 credential and four years of industry experience. He has worked at Integrity Investment Advisors since 2021 and has owned a business since 2018. Prior to his advisory career, he was involved in the restaurant industry. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for around 184 clients. The firm offers financial planning and portfolio management services to individuals, families, trusts, non-profits, pensions, and businesses, utilizing a process that combines fundamental and technical analysis with an emphasis on diversification, cost control, and tax efficiency.

Peter Keenan is a CFP® with 17 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC, where he has worked since 2025. Prior to this, he spent 20 years at The Vanguard Group, Inc. and also had a brief tenure at APEX Financial Advisors, Inc. 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 customizes portfolios based on clients’ financial conditions, risk profiles, tax situations, and goals, typically favoring a long-term investment approach while utilizing a range of investment vehicles including ETFs, mutual funds, and private funds.

Dylan Smith is a financial advisor at Muntz Financial, LLC with a Series 65 designation and no prior industry experience. He has a background in real estate, currently working as a licensed real estate salesperson with J. Carroll Molloy Realtor, LLC. Outside of finance, he has several years of experience in roles related to golf clubs and landscaping. Muntz Financial provides fee-only investment advisory services to individuals, trusts, plans, corporations, and private funds, using a core-satellite investment approach that incorporates fundamental, technical, cyclical, and charting analysis for a range of strategies. The firm also manages private equity and pooled investment vehicles, serving both retail and non-retail clients.

Christopher Dougherty is a financial advisor with Muntz Financial, LLC, holding a Series 65 designation. He has a professional background that includes roles at Pride Technologies, Valuation Research Corporation, and KPMG, with a total of four years in related fields. Dougherty is based in Doylestown, PA. Muntz Financial serves individual clients, trusts, estates, retirement plans, corporations, and private funds, offering fee-based portfolio management and financial planning across a broad range of investment vehicles. The firm typically employs a core-satellite investment approach and incorporates multiple forms of analysis to tailor portfolios to client objectives, including private equity and limited partnership investments.

Matthew Rittenhouse is a CFP® professional with 24 years of industry experience, currently affiliated with Wellfull. He previously worked at Bernardo Wealth Planning LLC and held roles at MML Investors Services, Inc. as well as Whipple & Associates / MassMutual Life Insurance Company. He also provides technical support and compliance services as an independent contractor. Wellfull (Bernardo Wealth Planning, LLC) serves individuals, families, trusts, retirement plans, and other organizations, offering financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes financial planning as the foundation for investment management and uses model-based asset allocation combined with multiple analysis methods, while also sponsoring pooled private investment vehicles for qualified investors.

Jeff Lanscek is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with Milestone Financial Associates, LLC, where he has worked since 2025. Prior to this, he was affiliated with Commonwealth Financial Network and Baldrige Asset Management. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes asset allocation based on fundamental analysis and manages portfolios using mutual funds, ETFs, individual stocks, and bonds.

Jeffrey Hegedus is a CFP® with four years of industry experience, currently serving at Milestone Financial Associates, LLC. His prior experience includes roles at Commonwealth Financial Network and The Vanguard Group. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes asset allocation based on fundamental analysis and manages portfolios primarily on a discretionary basis using a mix of mutual funds, ETFs, stocks, and bonds tailored to client objectives.

Christopher Chaves is a financial advisor at Beacon Bridge Wealth Partners, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, Inc. for six years prior to joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment management services to individuals, families, and entities such as family offices and trusts. The firm’s investment approach is fundamentally long-term, typically centered on ETF-based portfolios with allocations to various asset classes, and includes regular portfolio monitoring and formal reviews.

Tasha Miles is a financial advisor at Sharp Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and J Alden Associates. Outside of her advisory role, she is an independent real estate agent assisting buyers and sellers in residential and commercial transactions. Sharp Financial provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that integrates proprietary strategies with third-party quantitative analysis and daily market data.

Thomas Aichele is a CFP® certified financial advisor with over three years of industry experience, currently serving at Clear Capital Management LP. His prior work includes roles at Ginkgo Bioworks Holdings, Inc, The Swarthmore Group, and PNC Bank. He is a non-paid member of the Bond Club of Philadelphia, a nonprofit organization focused on fixed income education and networking among investment professionals. Clear Capital Management LP provides discretionary portfolio management and financial planning services primarily for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, tailored to different account types and utilizing selective investment tools.

Kori Lannon is a financial advisor with Quadrant Private Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked with Quadrant Private Wealth Management since 2015 and previously was affiliated with Purshe Kaplan Sterling Investments, Inc. from 2014 to 2026. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a range of clients including individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $2.1 billion in assets and employs a top-down investment process that combines fundamental and technical analysis with an emphasis on risk management.

Paul Francis is a CFP® professional with 13 years of experience in the financial industry. He is currently with Quadrant Private Wealth Management, LLC, where he has worked since 2020. His previous roles include positions at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill. Quadrant Private Wealth Management offers financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm applies a top-down investment process that emphasizes risk management and employs a variety of asset classes, including a proprietary enhanced equity strategy and alternative investments.

Lisa Leatherman is a financial advisor at Wellfull with 25 years of industry experience and holds a Series 66 designation. She has worked at Bernardo Wealth Planning since 2021, and previously spent 16 years at Cetera Financial Specialists LLC and 21 years at Seitz & Leatherman LLC. In addition to her advisory role, Leatherman serves as president of DUNLAPSLK, an accounting practice. 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 manages approximately $866 million in discretionary assets and emphasizes financial planning as the basis for its model-based asset allocation approach.

Calvin Rose is a financial advisor at Clear Capital Management LP with six years of industry experience. He previously worked at Dechert LLP for ten years. Rose holds a Series 65 credential and serves as a non-paid member of the Philadelphia Bond Club. 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 assets across a diverse set of investment strategies.