Jerome Graham is a financial advisor with Syndicated Capital, Inc. in Doylestown, PA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Syndicated Capital since 2003. Graham also serves as president of Graham Financial Services. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages both discretionary and non-discretionary portfolios, offering customized investment programs constructed from equities, ETFs, fixed income, and mutual funds.

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.

Karamjeet Mangat is a CFP® professional with 42 years of experience in the financial services industry. He has worked at White Knight Strategic Wealth Advisors, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. White Knight Strategic Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, businesses, and non-profits, offering financial planning and discretionary asset management. The firm emphasizes broadly diversified, tax-efficient, long-term investment strategies and manages most client accounts on a discretionary basis within a seven-advisor team.

Bruce Brolle is a financial advisor with Insight Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also serves as president of Brolle Wealth Management, providing investment services. Insight Advisors serves individuals, trusts, pension and profit-sharing plans, and various business entities with portfolio management, financial planning, and pension consulting. The firm manages approximately $785.65 million in assets and employs a range of investment strategies, including fundamental and technical analysis, tailored to client needs.

Betty Brick is an investment advisor with Brick & Kyle Associates Inc in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Coastal Equities, Inc. since 2014 and with Brick & Kyle Associates since 2013. Brick & Kyle serves individual and high-net-worth clients as well as institutional entities including pensions, trusts, corporations, estates, and charitable organizations. The firm provides discretionary portfolio management and written financial planning, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework across a range of investment vehicles.

Timothy Padva is a financial advisor at Aurora Private Wealth, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at APW Capital, Inc. since 2003 and Wilshire Group, LLC from 2001 to 2018. Outside of his advisory role, Padva serves as CEO of Lively Employer Services, a payroll and employee benefits administration company, and is the managing member of Hearthstone Advisors LLC, a 401(k) advisory firm. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of 18 advisors managing approximately $374 million in assets.

Andrew Brick is a CFP® with 31 years of industry experience. He is a principal at Brick & Kyle Associates Inc and has been with the firm since 2013. Prior to that, he worked at Coastal Equities, Inc. for 12 years. Brick & Kyle Associates serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and financial planning. The firm incorporates fundamental, technical, and cyclical analysis in its investment process and manages approximately $492 million across a diverse range of asset classes.

Matthew Carpenter is a Series 65-licensed financial advisor with six years of industry experience. He is affiliated with The Estate Planners Group and previously worked at Marwood Rest Home Inc. for 26 years. Outside of advisory work, Carpenter is involved with MSC Wealth, LLC, a personal investment business focused on rental properties. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and third-party manager recommendations, employing fundamental analysis and diversified allocations across multiple asset classes.

Lucas Morreale is a financial advisor at Ventura Wealth Management with five years of industry experience. He holds a Series 66 designation. His work history includes roles at Ameriprise, American Portfolios Financial Services Inc., and experience in public service with the United States Senate and House of Representatives. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a model-based investment approach combining fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.

Lino De Angelis is a CFP® professional with 16 years of industry experience. He has worked at Alliance Wealth Management Group, LLC since 2021 and previously spent 11 years at Global Investment Management, LLC. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a fundamental analysis and Modern Portfolio Theory-based asset allocation approach, managing portfolios with mutual funds, ETFs, and individual securities tailored to client risk tolerance and time horizon.

Caitlin Escoffery is a financial advisor at Beacon Bridge Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation. Prior to joining Beacon Bridge Wealth Partners, she worked at Kaplan International from 2012 to 2020. 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 employs a primarily long-term, ETF-based investment approach tailored to client objectives and risk profiles, managing approximately $426.6 million in assets across six advisors.

David Loesser is a CFP® with 22 years of industry experience and has been with The Estate Planners Group since 2006. He holds Series 63 and Series 66 licenses and serves as managing member and manager for multiple pooled investment vehicles through affiliated entities. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and consulting, often managing client accounts on a discretionary basis with diversified allocations and fundamental analysis.

Michael Williams is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Prestige Wealth Management Group, LLC and has prior experience at Wells Fargo and Triad Advisors. In addition to his advisory role, he serves as managing director of Prestige Wealth Accounting Group and works as an independent insurance agent. Prestige Wealth Management Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a range of investment strategies across multiple asset classes and operates a formal wrap fee program, with affiliations that include an accounting firm and an SEC-registered adviser sponsoring Unified Managed Accounts.

Brian Henrysen Jr. is a CFP® professional with seven years of industry experience currently serving at PW Nova Financial Services LLC. His prior roles include positions at Presilium Private Wealth LLC, Raymond James Financial Services, and Merrill Lynch. Outside of financial advising, he is a managing member of 215 Rehab Enterprises, a real estate rehabilitation business. PW Nova Financial Services LLC provides comprehensive wealth management, pension consulting, and financial planning services to individuals, high-net-worth clients, and institutional pension and municipal entities. The firm employs a variety of analytical methods to construct diversified portfolios and operates a wrap fee program that integrates management and transaction services.

Jesse D'Elia is a CFP® with 12 years of industry experience, currently serving as an advisor at Attleboro Wealth Management LLC since 2025. He previously worked at The Vanguard Group, Inc. for 11 years. Outside of his advisory role, he is involved in residential home improvement and renovation for resale through his ownership of B. E. 2A Properties LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by offering asset management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer, utilizing various asset-allocation strategies and managing portfolios across a broad range of securities.

Michelle Giegerich is a financial advisor with Paradigm Wealth Advisory LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Paradigm Wealth Advisory since 2020 and previously at S2K Financial LLC. Paradigm Wealth Advisory LLC provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm focuses on a long-term, fundamental investment approach using institutional mutual funds, ETFs, and, when appropriate, individual equities, bonds, and options.

Timothy Vickrey III is a financial advisor with Bucks Capital Advisers and holds a Series 65 credential. He has one year of industry experience and has previously held positions at Michigan State University and Andersen Tax, LLC, among others. Bucks Capital Advisers provides asset management, retirement-plan consulting, and recommends firm-affiliated private funds to individuals, trusts, pension and profit-sharing plans, non-profits, corporations, and private fund investors. The firm uses a combination of fundamental, technical, and quantitative methods across a range of securities and alternative investments, regularly monitoring and rebalancing portfolios.

Thomas Mccabe is a financial advisor with Alliance Wealth Management Group, LLC, holding the PFS™ and Series 66 designations and bringing 18 years of industry experience. He has been with Alliance Wealth Management Group since 2014 and also works with Purshe Kaplan Sterling Investments. Outside of advising, he serves as an adjunct professor teaching accounting at Rider University and is CEO of a holding company that advises businesses on growth strategies. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities with discretionary investment and wealth management, financial planning, and consulting services. The firm’s investment approach emphasizes fundamental analysis and asset allocation based on Modern Portfolio Theory, implementing portfolios with mutual funds, ETFs, and individual securities tailored to client risk tolerance and time horizon.

James Lewers is a CFP® and ChFC® with 27 years of industry experience. He is currently affiliated with Brick & Kyle Associates Inc and Coastal Equities, Inc, having worked at Brick & Kyle since 2013 and Coastal Equities since 2014. Brick & Kyle Associates provides discretionary portfolio management and written financial planning services to individual and institutional clients, including high-net-worth individuals, pensions, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis along with asset allocation techniques to manage accounts on a discretionary basis with regular reviews.

Mary Beth Fanelli is a financial advisor at Faithward Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Osaic Wealth Inc., Ambassador Advisors, and Wells Fargo Advisors. Outside of her advisory role, she is an author of devotional and faith-based works and manages an educational initiative focused on financial mindset and investing. Faithward Advisors provides personalized investment advisory services to individuals, non-profits, pension plans, trusts, estates, and business entities. The firm uses a combination of Modern Portfolio Theory and fundamental, quantitative, and qualitative analysis, with a focus on long-term investments and offers a Biblically Responsible Investing policy aligned with Christian values.