James Wong is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at PNC Bank and PNC Investment LLC. Outside of his advisory work, Wong serves as a part-time tennis instructor at The Atlantic Club in New Jersey. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, and various business entities through a multi-advisor team. The firm offers tailored portfolio management and financial planning services, employing diverse investment strategies including stocks, bonds, options, and cryptocurrency.

Peter News is a CFP® with 23 years of industry experience, currently serving at Quaker Wealth Management LLC since 2018. Prior to that, he worked at Summit Financial Group and Summit Brokerage Services from 2010 to 2018. Outside of his advisory role, he officiates college football games as a referee in the Coastal, Ivy, and Patriot leagues. Quaker Wealth Management advises individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million for a mix of retail and high-net-worth clients. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation through ETFs and mutual funds, and offers a range of tax-aware investment tools along with a specialized “Family CFO” service.

Kenneth Dawson is a financial advisor at LRI Investments with 13 years of industry experience. He holds a Series 66 designation and has worked at M Holdings Securities and JKJ Financial Services, where he serves as Director of Investment and Retirement Services. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm constructs tailored portfolios and emphasizes ongoing supervision with quarterly reviews and periodic rebalancing, offering specialized ERISA fiduciary retirement-plan services and participant education.

L Macaulay is a financial advisor at JMAC Enterprises LLC with five years of industry experience. They hold a Series 65 designation and previously worked at Wells Fargo Advisors and its affiliates from 2017 to 2021. JMAC Enterprises LLC offers wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in assets and employs a primarily long-term investment approach while allowing tactical adjustments and portfolio rebalancing.

Greg Rosen is a financial advisor at Laurel Oak Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services and Morgan Stanley. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection for individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, tactical asset allocation, and independent manager oversight, managing approximately $1.34 billion across more than 4,500 accounts.

Roman Chiokadze is a financial advisor with Ventura Wealth Management, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model portfolio and asset-allocation approach that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic evaluation.

William Bromley is a financial advisor with Innova Wealth Partners, LLC in Newtown, PA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Innova Wealth Partners since 2013. In addition to his advisory role, Mr. Bromley is a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers insurance products to clients. Innova Wealth Partners provides discretionary portfolio management and financial planning for individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment strategies across multiple asset classes and frequently utilizes specialized sub-advisors, maintaining discretionary trading authority and ongoing oversight.

Christopher Krug is a CFA® charterholder with four years of industry experience. He currently serves as an advisor at Confidence Wealth Management, Inc. and previously worked at BlackRock Investments LLC and RoundAngle Advisors LLC. Krug also provides consulting services through Krug Investment Solutions LLC, focusing on market analysis and risk management for various businesses. Confidence Wealth Management, Inc. manages approximately $454 million for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs proprietary model portfolios and a combination of passive ETFs and actively managed mutual funds, emphasizing downside risk management and diversification through discretionary and non-discretionary portfolio management.

Ryan Davies is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Insight Advisors since 2016 and also maintains a position with Purshe Kaplan Sterling Investments. Insight Advisors manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and businesses through a multi-advisor team. The firm offers tailored portfolio management and financial planning using a variety of investment strategies, including stocks, bonds, options, and cryptocurrency, with regular portfolio reviews and rebalancing.

James Johnston is a financial advisor at Wealth Management Associates, Inc. in Cherry Hill, NJ, with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Everbank, and Securities America, Inc. Johnston is also involved in occasional fixed insurance sales. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses with portfolio management, financial planning, and pension consulting. The firm manages approximately $647 million in assets and is noted for its integrated accounting relationships and a multi-disciplinary approach combining investment management, brokerage, and insurance services.

Salvatore Cocivera is a CFP® with 34 years of industry experience, currently serving at Cora Capital Advisors, where he has worked since 2022. His prior experience includes roles at American Portfolios Financial Services, Inc. and Saxony Securities, Inc. Outside of his advisory work, he is involved in retail operations as a bookkeeper for a surf shop in Brigantine, NJ. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management and discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party managers, alongside financial planning and retirement plan advisory services.

John Mc Donald is a financial advisor with LRI Investments holding a Series 66 designation and 24 years of industry experience. His career includes roles at M Holdings Securities, SDM, Inc. DBA JKJ Financial Services, Bank of America, Merrill, and Principal Life Insurance Company. He is involved in retirement benefit consulting through SDM, Inc. DBA JKJ Financial Services. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers tailored investment management, financial planning, and retirement plan consulting, emphasizing ongoing supervision and portfolio adjustments aligned to client objectives.

Mogammad Petersen is a financial advisor with LRI Investments holding Series 63 and Series 65 credentials and has seven years of industry experience. He has worked at JKJ Financial Services and M Holdings Securities since 2017 and joined LRI Investments in 2024. Prior to his financial career, he held roles at Urban Outfitters and International Trimmings and Label Solutions. LRI Investments provides financial planning and fee-based investment advisory services to individuals, high-net-worth clients, businesses, financial institutions, retirement plans, and government entities. The firm offers customized investment management and retirement plan consulting with a focus on ongoing supervision, tailored portfolios, and specialized services for state and municipal government clients.

Morgan Downs is a financial advisor at Ventura Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory role, he serves as Co-Chair of the Young Professional Committee for the Lower Bucks Chamber of Commerce. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs model portfolios and an asset-allocation framework that integrates fundamental, quantitative, and technical analysis with risk control and macroeconomic assessment.

Irvin Schorsch is a CFP® with 29 years of industry experience and has been with Pennsylvania Capital Management Inc. since 1995. He holds Series 63 and Series 65 licenses and is based in Huntingdon Valley, PA. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering tailored asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

Carla Simon is a financial advisor at Insight Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Insight Advisors since 2013. Prior to her current role, she worked at Purshe Kaplan Sterling Investments, Inc for six years. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting through a multi-advisor team, employing a range of investment strategies including stocks, bonds, mutual funds, ETFs, options, and cryptocurrency.

Christopher Mcnesby is a CFP® with 24 years of experience in financial advisory roles. He is currently with PW Nova Financial Services LLC and has previously worked at CMC Wealth Partners, Private Client Services, and Valley Financial Group among others. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm uses a combination of analytical methods to construct portfolios and offers both discretionary and non-discretionary management, including a sponsored wrap fee program.

Kenneth Dysart is a financial advisor at Cordatus Wealth Management LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cordatus since its founding in 2016. Dysart also serves as a trustee for a friend and business partner. Cordatus Wealth Management LLC advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm offers financial planning and portfolio management services using discretionary account management and proprietary investment strategies.

Jacob Asplundh is a CFP® professional with 11 years of industry experience. He has been with Passive Capital Management, LLC since 2017 and previously worked at Greenspring Wealth Management, Inc. from 2015 to 2017. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach, primarily using index mutual funds and ETFs to manage portfolios on a discretionary basis with regular rebalancing and performance measurement.

John Kelly is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has been with PTS Brokerage since 2005. Outside of advising, he works as an independent contractor involved in fixed life and health insurance sales and acts as a referral agent. PTS Brokerage, LLC provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm employs an active and tactical investment approach that combines fundamental and technical analysis, managing both discretionary and non-discretionary portfolios.