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.

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.

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® with 23 years of industry experience, currently affiliated with Wellfull. He previously worked at MML Investors Services, Inc. and Whipple & Associates / MassMutual Life Insurance Company for 13 years before joining Bernardo Wealth Planning LLC. Outside of his advisory role, he provides technical and compliance support as an independent contractor. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by offering financial planning, discretionary portfolio management, retirement plan consulting, and tax and accounting services through an affiliated entity. The firm emphasizes financial planning as the basis for its investment approach and manages portfolios using model-based asset allocation informed by multiple analysis methods.

Christopher Chaves is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Beacon Bridge since 2022 and previously spent six years at Ameriprise Financial Services, Inc. Beacon Bridge Wealth Partners provides personalized financial planning and investment management to individuals, families, and entities such as family offices and trusts. The firm tailors portfolios to client objectives and risk profiles, generally using an ETF-based core complemented by other asset classes, and follows a fundamental, long-term investment approach with regular portfolio reviews.

Stephen Topley is a financial advisor at Lansing Street Advisors with a Series 65 designation and two years of industry experience. He is also the owner of ST Accounting LLC, where he provides bookkeeping and accounting services as an independent contractor. Prior to joining Lansing Street Advisors, he worked at Centri Business Consulting, AmerisourceBergen, and Ernst & Young. Lansing Street Advisors is a team of six advisors that offers discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm primarily uses exchange-traded funds in portfolio construction and employs a long-term investment approach based on fundamental analysis, integrating financial planning and occasionally recommending third-party managers and pooled investment vehicles.

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.

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 Series 65-licensed advisor with Clear Capital Management LP, where he has worked since 2020. He has five years of industry experience and previously spent ten years at Dechert LLP. Rose is a non-paid member of the Philadelphia Bond Club. Clear Capital Management LP provides discretionary portfolio management and financial planning primarily for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, supported by geographically diverse operations and ongoing process improvements.

John Gambone is a CFP® and ChFC® with 11 years of experience in the financial services industry. He is currently with EntreWealth, where he has worked since 2023, following prior roles at Vital Capital LLC, The Ascent Group, and Ameritas Investment Company. Gambone is also licensed as an insurance agent. EntreWealth is a nine-advisor firm managing approximately $222 million in assets, serving individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm employs a long-term investment approach combining multiple analytical methods and offers both discretionary and non-discretionary portfolio management tailored to each client’s investment policy statement.

Michael Horwath Jr. is a CFA® charterholder with 14 years of experience in financial advisory roles. He has worked at Lansing Street Advisors since 2026 and previously held positions at Diversified Enterprises, LLC and Securities Service Network, LLC. He is based in Ambler, PA and holds Series 63 and Series 65 licenses. Lansing Street Advisors is a team-based firm that provides discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis and constructs portfolios primarily using exchange-traded funds, with additional allocations to mutual funds, equities, fixed income, and independent managers as appropriate.

Lance Rosina is a financial advisor at Wellfull with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bernardo Wealth Planning LLC and Stifel Financial Corp. Rosina serves as a board member for the Fellowship of Christian Athletes, providing oversight for Bucks County FCA groups. Wellfull serves individuals, families, trusts, retirement plans, and other organizations with financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes financial planning as the foundation for its investment approach and manages portfolios using model-based asset allocation alongside multiple analysis methods.