Richard Frable is a CFP® professional with 34 years of industry experience. He has been with Comprehensive Asset Management & Servicing, Inc. since 2006 and serves as Chief Compliance Officer and a majority shareholder at Liberty Asset Management. He is also involved in life and health insurance sales as a managing partner of Liberty Wealth Management. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension and profit-sharing plans, charitable organizations, and private businesses. The firm manages approximately $136.8 million and employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management alongside financial planning.

Christian Guldin is an advisor at Morton Brown Family Wealth LLC with less than one year of industry experience. Prior to joining Morton Brown Family Wealth, he worked at RSM US LLP and has experience related to DeSales University and Pennridge High School. Morton Brown Family Wealth serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates, managing approximately $483 million. The firm employs fundamental analysis across multiple asset classes and uses both internal and unaffiliated independent managers, with technology like the eMoney client portal to consolidate holdings.

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.

Benjamin Eichman is a financial advisor at Oaktree Advisors LLC with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes ten years at Purshe Kaplan Sterling and one year at Madison Avenue Securities. Oaktree Advisors LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm develops tailored asset allocation guidelines and investment policy statements, implementing strategies with a variety of investment vehicles while managing client accounts on a discretionary basis.

Joyce Moore is a financial advisor with Portfolio Resources Advisor Group, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. She has been with Portfolio Resources Group since 2008. Outside of her advisory role, she serves as a township supervisor in Upper Milford Township, Lehigh County, PA, and is president of Joyce Moore Financial Service, which offers tax preparation, consulting, and fixed insurance products. Portfolio Resources Advisor Group provides discretionary portfolio management, financial planning, and investment programs to a range of clients including individuals, trusts, and charitable organizations. The firm employs a multi-manager approach using third-party platforms and model portfolios, managing assets according to client objectives outlined in Investment Policy Statements.

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.

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.

Judith Savchak is a financial advisor at River Wealth Advisors LLC with nine years of industry experience. She holds a Series 66 designation and has worked at River Wealth Advisors since 2019. Her prior experience includes roles at BB&T Bank, BB&T Investment Services, Inc., and BB&T Securities, LLC. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and investment consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm employs a fundamentally oriented, customized investment approach and conducts ongoing portfolio monitoring with regular formal reviews.

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.

Cody Demmel is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He has worked at Morton Brown Family Wealth LLC since 2020 and previously held roles at Janney Montgomery Scott, LLC, Morgan Stanley, and Morgan Stanley Private Bank. Demmel serves on the Board of Directors for the Lehigh Valley Zoo. Morton Brown Family Wealth serves individual clients, high-net-worth households, business entities, trusts, and estates, managing approximately $483 million for about 272 clients. The firm offers discretionary investment management and financial planning, typically using fundamental analysis to allocate assets across equities, fixed income, mutual funds, ETFs, and independent managers under supervisory oversight.

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.

Dennis Morton Jr. is a CFP® and ChFC® with 20 years of industry experience. He is currently a principal at Morton Brown Family Wealth LLC, where he has worked since 2018. Prior to this, he held positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Corbenic Partners, LLC. Outside of his advisory role, Morton serves as Board President of the Minsi Trails Council, a youth services organization, and is involved with the Lehigh Valley Community Foundation and St. Thomas More Parish Council. Morton Brown Family Wealth LLC serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates, managing approximately $399 million. The firm offers discretionary portfolio management and financial planning, employing fundamental analysis with both long- and short-term strategies, and provides clients access to the eMoney platform for consolidated reporting and planning.

Paul Barry is a financial advisor at Stark Wealth Management LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Packerland Brokerage Services. Outside of his advisory role, he serves as treasurer and officer for Cornerstone Church, overseeing the church budget. Stark Wealth Management LLC provides portfolio management, financial planning, and estate-planning facilitation to individual and high-net-worth clients, employing model allocations, modern portfolio theory, and quantitative analysis to support long-term, ETF-focused strategies.