Charles Naddaff is a financial advisor with Glen Eagle Advisors, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with Glen Eagle Wealth and Glen Eagle Advisors since 2012 and has operated Naddaff Consulting Service Inc. since 2002, providing operational consulting focused on expense reduction and efficiencies alongside managing fixed insurance products. Glen Eagle Advisors, LLC offers investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a client-specific asset allocation approach supported by fundamental and technical analysis, generally maintaining a buy-and-hold strategy with rebalancing and downside protection when appropriate.

Timothy Feeney is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Lane and Associates, LLC. Feeney is also a licensed insurance agent and may recommend insurance or annuity products to clients. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities through a network of independent advisors. The firm offers customized investment strategies and employs a range of analytical methods and investment approaches, including allocations to third-party managers.

Brian Suprenant is a financial advisor at LRI Investments with Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at JKJ Financial, M Holdings Securities, Rose Glen, Hornor Townsend & Kent, Penn Mutual Life Insurance, and State Farm Insurance. LRI Investments, a team of 25 professionals, provides financial planning, fee-based investment management, and retirement-plan consulting services to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion across client accounts with customized asset-allocation portfolios and offers both discretionary and non-discretionary services.

Joseph Gormley Jr. is a financial advisor with Empirikal Partners LLC and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including roles at Portsmouth Financial Services and Glen Eagle Advisors. He is also a CPA and operates a tax preparation and accounting services business. Empirikal Partners is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, managing approximately $87.5 million across a client base of about 199.

Matthew Royer is a financial advisor at Platform Wealth Advisors with a Series 65 designation. He joined the firm in 2024 and has prior experience at Platform Accounting Group, Mercer Community College, Tomlin & Associates LLC, and ATR International/Abbott Laboratories. Outside of finance, he previously worked at Benjamin's Cows & Crabs and Oakwood Country Club. Platform Wealth Advisors is a registered investment adviser managing approximately $509 million in client assets. The firm serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, employing a passive, asset-class investment approach grounded in Modern Portfolio Theory with the use of model portfolios and delegated discretionary management.

William Purdy is a CFP® professional with 10 years of industry experience. He is currently with Ventura Wealth Management, where he has worked since 2015, and previously worked at American Portfolios Financial Services, Inc. and OSAIC. Purdy also serves as a registered representative with American Portfolios for 1-2 hours per week. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a range of model portfolios and combines fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.

Edgar Brick is a financial advisor with Brick & Kyle Associates Inc in Newtown, PA, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Brick & Kyle Associates since 2013 and also serves as president of the firm. Brick & Kyle Associates provides discretionary portfolio management and written financial planning to individual and institutional clients, employing a combination of fundamental, technical, and cyclical analysis alongside asset-allocation techniques to manage accounts on a discretionary basis.

Emily Wheeler is a financial advisor at Attleboro Wealth Management LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Kestra Financial, Inc., Wealth & Advisory Associates, LLC, Bank of America, N.A., and Merrill. Outside of her advisory role, Ms. Wheeler is a licensed insurance agent. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by providing asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm employs a range of investment strategies overseen by a Chief Investment Officer, using fundamental, quantitative, and qualitative analysis to tailor portfolios across various asset classes.

Timothy Malarkey is a financial advisor at LRI Investments with over 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at JKJ Financial Services and M Holdings Securities, where he has worked for 15 and 25 years respectively. Outside of his advisory work, he serves on the board of Teach Plus – PA, an education-focused nonprofit. LRI Investments, LLC is a team-based firm managing approximately $2.78 billion for individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm offers customized asset-allocation portfolios with a long-term focus, regular reviews, and both discretionary and non-discretionary management, including specialized retirement-plan consulting services.

Kenneth Coniglio is a financial advisor at JW Nova Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Pwa Financial, LLC for 12 years before joining PW Nova Financial Services. JW Nova Wealth Partners manages approximately $308 million for a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm offers wrap-fee wealth management, pension consulting, and financial planning, employing a range of analytical methods and investment strategies tailored to client goals documented in Investment Policy Statements.

John Heisler III is a financial advisor at Quaker Wealth Management LLC in Moorestown, NJ, holding the CFP® and Series 66 credentials with 24 years of industry experience. He has worked at Quaker Wealth Management since 2018 and previously spent seven years at Summit Financial Group and Summit Brokerage Services, as well as two years at Ameriprise. Quaker Wealth Management serves individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and a Family CFO service for households with at least $5 million in investable assets. The firm employs a collaborative investment approach combining economic analysis with security selection and emphasizes tax and estate planning integration.

Robert Macaulay is a CFP® with 37 years of industry experience, currently serving as an advisor at JMAC Enterprises LLC since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2021. Macaulay is also involved in insurance sales in a non-investment capacity. JMAC Enterprises LLC provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to high-net-worth individuals, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in client assets through customized investment programs that primarily focus on long-term portfolio construction while allowing tactical adjustments.

Matthew Charles is a financial advisor at Insight Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Insight Advisors since 2019. Prior to this, he spent eight years with The Philadelphia Foundation. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team. The firm provides portfolio management, financial planning, and pension consulting services, utilizing a range of investment strategies including stocks, bonds, options, and cryptocurrency.

Michael Carlucci is a financial advisor with PW Nova Financial Services LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Pwa Financial, LLC for 12 years before joining PW Nova Financial Services in 2026. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to individuals, high-net-worth clients, and institutional plans, including pension and profit-sharing plans as well as government entities. The firm employs a team approach, using a range of analytical methods to construct diversified portfolios that may include mutual funds, fixed income, alternative investments, and more complex strategies, while also serving as a wrap fee program sponsor.

Brian Kuhns is a financial advisor with Andrew Garrett, Inc. in Newtown, PA, holding Series 63 and 65 licenses and bringing 29 years of industry experience. He has been with Andrew Garrett since 2007 and previously worked at S.W. Bach & Company. Outside of his advisory role, Kuhns serves as a head wrestling coach at Penridge High School and as an assistant football coach and defensive coordinator at Penridge South Middle School. Andrew Garrett, Inc. serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover guidance, utilizing a range of investment strategies tailored to client suitability and risk tolerance.

Daniel Mcelwee is a CFP® professional with 18 years of industry experience, currently serving as Executive Vice President at Ventura Wealth Management. He has been with Ventura since 2010 and previously worked at American Portfolios Financial Services, Inc. from 2010 to 2024. Outside of his advisory role, he is active in nonprofit organizations, including serving as President of the Point Pleasant Beach Public Education Foundation and Treasurer of the MorDance Ballet company, and he also works as a freelance writer on non-financial topics. Ventura Wealth Management provides financial planning and discretionary portfolio management to a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model-based investment approach combining fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.

Mark Forktus is a financial advisor at Cordatus Wealth Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing. Cordatus Wealth Management advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm offers executive services for managing stock options and restricted stock, and combines financial planning with ongoing portfolio management using various proprietary strategies and third-party managers.

Thomas Durkin is a financial advisor at Main Street Financial Solutions, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for eight years. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, combining passive and active management strategies while also providing fiduciary consulting and specialized services for employee benefit plans.

Richard Simkus is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Prism Advisory Group, LLC, where he was a managing member, as well as Frontier Solutions, Purshe Kaplan Sterling Investments, and Wells Fargo Advisors. He also serves as an investment manager for the Prism Jade Fund LP, a hedge fund. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately 145 advisors managing about $11.56 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, combining centrally managed strategies with locally managed portfolios and offering a range of financial planning and portfolio management services.

Kelly Crisci is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with CreativeOne Securities since 2014 and also serves as president of American Endeavor, Inc. Outside of advisory work, he is involved in managing a marketing services business for credit unions and participates in various non-investment related ventures including bookkeeping and business operations. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through its proprietary advisory platform.