Lawrence Busch is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Sage Capital Management LLC in Stockton, NJ. He has been with Sage Capital Management since 1999. Sage Capital Management advises individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, estates, and business entities. The firm employs a core-and-satellite, strategic asset allocation approach that combines passive ETFs with actively managed strategies and provides discretionary portfolio management, financial planning, retirement plan consulting, and management of a private real estate pooled investment vehicle.

Joseph Pflueger is a financial advisor at Pflueger Wealth with a Series 65 designation and one year of industry experience. His prior work includes positions at Klatzkin & Co, LLP and Bee, Bergvall & Co. Pflueger Wealth is an independent registered investment adviser serving individuals, families, business owners, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and standalone financial consulting, employing a blend of quantitative and qualitative analysis, modern portfolio theory, and technical charting to construct diversified portfolios.

William Stanert is a CFP® with 43 years of industry experience and is the sole advisor at Moondance Investment Advisors, LLC in New Hope, PA. He has worked at Purshe Kaplan Sterling Investments since 2013 and founded Moondance Investment Advisors in 2012. Stanert is also a licensed life insurance agent with Wentworth Financial Partners, focusing on fixed and traditional insurance products. Moondance Investment Advisors provides customized investment advisory and financial planning services to individuals, high net worth clients, trusts, and estates. The firm manages discretionary and non-discretionary portfolios using fundamental, technical, and cyclical analysis across various asset classes.

Ann Means is a financial advisor at Sapient Investments LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Select Alternative Investments LLC since 2015. Outside of her advisory role, she operates a sole proprietorship providing business management services to nonprofit organizations, including bookkeeping, strategic planning, and board management. Sapient Investments LLC provides discretionary investment management primarily to high-net-worth individuals and similar entities, employing tactical asset allocation strategies through ETFs, closed-end funds, and selected stocks. The firm integrates hedge-like strategies, margin use, and tax-aware portfolio management within a small team structure.

Gregory Lichtenstein is a CFP® and holds a Series 65 license with four years of industry experience. He has worked with Ethos Capital Management, Inc. and Ethos Capital Advisors, LLC since 2021. Outside of his advisory role, he serves as a part-time assistant lacrosse coach at Pennsbury High School. Ethos Capital Management, Inc. is an SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses individualized Investment Policy Statements and a combination of fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management through model portfolios and sub-advisory arrangements.

Victor Medina is a CFP® with 10 years of experience in financial advising, currently serving at Palante Wealth Advisors, LLC. He is the owner and managing attorney of Medina Law Group, LLC, where he provides estate planning and estate administration services. Medina is also licensed to sell life and health insurance through Medina Financial, LLC. Palante Wealth Advisors offers investment management and comprehensive financial planning to individuals, trusts, and estates, emphasizing a passive investment approach using diversified portfolios of low-cost mutual funds and ETFs. The firm provides ongoing portfolio supervision and educational workshops for clients and their families.

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 experience in the financial services industry. He has worked at Prometheus Capital Management Corp. since 2021 and previously held roles at Goldman Sachs and KeyBank National Association. Wetzel also volunteers as a sub-group leader for the South Jersey Real Estate Investors Association, organizing speaker panels and local networking events. Prometheus Capital Management Corp. provides advisory and planning services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis to tailor asset allocation strategies, managing a predominantly non-discretionary portfolio base and offering clients access to institutional custody and additional resources.

Richard Biele is a financial advisor at Bucks Capital Advisers with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Andrew Garrett, Inc. for 19 years. Biele is also involved with Brack Advisors LLC, dedicating around 10 to 15 hours per week to this other business activity. Bucks Capital Advisers serves individuals, trusts, retirement plans, private funds, and business entities by providing asset management and comprehensive portfolio management services. The firm employs a multi-method investment approach and sponsors two private funds focused on nano- and small-cap equities and commodities.

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.

Robert Barth is a financial advisor with Aventine Financial Group, holding a Series 65 designation and three years of industry experience. Prior to joining Aventine in 2022, he worked for RSM US LLP for six years. Aventine Financial Group is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and investment management using a strategy that incorporates fundamental and technical analysis, tailoring portfolios through low-cost mutual funds, ETFs, and selective use of individual securities and options.

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.

Tyler Breder is a CFP® professional with nine years of experience in the financial services industry. He has worked at PTM Wealth Management, LLC since 2020 and previously held roles at Charles Schwab and The Vanguard Group. PTM Wealth Management is a small, supported registered investment adviser managing approximately $175 million for individual and high-net-worth clients. The firm offers discretionary investment management combined with financial planning, using a long-term investment approach focused on fundamental analysis and primarily employing low-cost mutual funds and ETFs.

Kenneth Weingarten is a CFP® professional with 23 years of experience in financial advising. He is the principal of Weingarten Associates, L.L.C., where he has worked since 2003, following a brief tenure at SAX Wealth Advisors, LLC. Weingarten Associates, L.L.C. provides fixed-fee financial planning and wealth management services to individuals, high-net-worth clients, trusts, charitable organizations, and pension/401(k) plans. The firm employs an academic, market-efficient investment approach emphasizing low-cost passive funds, applying the Fama–French three-factor model, and offers integrated accounting and tax-preparation services through an affiliated CPA.

Scott Volkers is a financial advisor at The Investment Lab, LLC with 14 years of industry experience. He holds Series 66, 63, and 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Volkers Capital Corp. Outside of his advisory role, Volkers works as a Lead Technical Analyst providing system and integration support for job placement services. The Investment Lab primarily develops and licenses model portfolios, focusing on U.S.-equity strategies that utilize Relative Strength technical analysis and fundamental screening. The firm serves affiliated accounts non-discretionarily and distributes its strategies through a licensed third-party adviser.

Marc Butler is an investment advisory representative with Anthony Petsis & Associates Inc., holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has held roles at BNY Mellon Albridge, Skience, and currently leads multiple consulting ventures focused on wealth management technology and business strategy. Butler is also a co-author of the books Funding a New Business for Dummies and Master Your Money, Secure Your Future, and serves on the board of directors for ProNvest. 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 financial plans and single-subject advice without continuous asset management, employing a process based on fundamental analysis and a mix of long- and short-term purchase strategies.

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.