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.

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.

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.

David Bailin is a financial advisor with Integrous Wealth Strategies in Hamilton, NJ, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Woodbury Financial Services and OSAIC. Bailin also manages insurance sales and fixed investment activities through Personal Wealth Strategies, a firm he has been associated with since 2002. Integrous Wealth Strategies provides personalized financial planning and investment management to individuals, medical and dental professionals, trusts, estates, and qualified retirement plans. The firm employs an evidence-driven, model-based approach emphasizing diversified core allocations, selective active strategies, and tax-aware implementation.

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 credential and previously served as COO and CIO at Apex Financial Advisors, Inc. In addition to his advisory role, he is the managing member and sole attorney of Weidenburner Legacy Law, PLLC, an estate planning law practice. Aeternitas Investment Management offers discretionary and non-discretionary investment management to individuals, families, trusts, businesses, and charitable organizations. The firm employs a systematic, technical trend-following approach supplemented by fundamental and macro analysis, with portfolios that may include equities and a broad range of exchange-traded funds subject to formal risk management.

William Davis is a CFP® professional with 13 years of industry experience, currently serving at Vericrest Private Wealth, LLC since 2023. He previously worked at Ameriprise Financial Services, Inc., Prism Advisory Group, LLC, and APEX Financial Advisors, Inc. Outside of his advisory role, Davis serves on the boards of the Lower Bucks County Chamber of Commerce and the Going Beyond Assistance Fund, works as a performing musician, and teaches as an adjunct instructor in financial planning. Vericrest Private Wealth provides investment management and financial planning services to individuals, including high-net-worth clients, and institutional clients such as retirement plans. The firm emphasizes asset allocation in diversified, low-cost ETF portfolios and employs third-party sub-advisors alongside monitoring and a wrap fee program.

Jesse Danielson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Duke and Duke Wealth Management LLC since 2024. His prior experience includes roles at The Vanguard Group, Raymond James & Associates, and D.K. Brede Investment Management. Outside of his advisory work, he is also engaged as a delivery driver in Wayne, PA. Duke and Duke Wealth Management primarily serves individual clients with asset management and written financial planning, managing approximately $101.6 million across about 244 accounts. The firm emphasizes non-discretionary management with long-term investment approaches, focusing on mutual funds and ETFs and providing services through licensed advisers with custody maintained at Schwab.

Cassandra Lally is a financial advisor at Bergamot Asset Management LP in Princeton, NJ, holding a Series 65 designation with two years of industry experience. She previously worked at Suffolk Capital Management, LLC for nine years before joining Bergamot in 2019. Bergamot Asset Management provides discretionary investment management services to private funds, institutional investors, and individual clients. The firm employs a fundamentally oriented investment process supported by quantitative tools across public long/short equity and private equity strategies, and it manages a variety of niche pooled vehicles alongside separately managed accounts.

Erik Mosholt is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at 46 Peaks Investment Advisory Group since 2020 and previously held roles at M Holding Securities, Inc., KB Financial Partners, LLC, and Equitable Advisors. 46 Peaks Investment Advisory Group provides advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm focuses on comprehensive financial planning and portfolio management using a mix of mutual funds, ETFs, private placements, and third-party separate account managers.

Roman Bulawski is a CFP® with nine years of industry experience currently serving at Kubhera Enterprises LLC. His prior experience includes roles at Red Oak Wealth Management, ZEIDERS Enterprises, and Mcrae Capital Management. In addition to his advisory work, he is also an independent insurance agent. Kubhera Enterprises LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers access to private and alternative investments, employs both long- and short-term strategies, and manages affiliated private investment funds with performance-based fees.

Alexander Pron is a CFP® with 14 years of experience in the financial industry. He is currently with Crossover Capital, where he has worked since 2023, and previously held positions at Bank of America and Merrill. Outside of his advisory role, he is also an insurance agent and a member of an off-center digital asset fund. Crossover Capital is an SEC-registered firm managing approximately $179 million for individuals, high-net-worth clients, trusts, institutions, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis with both active and passive strategies, including access to digital-asset investments and insurance-related services.

Vijay Aluwalia is a CFP® with 10 years of industry experience and is currently a financial advisor at Bergamot Asset Management LP. His prior roles include positions at Edward Jones and Verity Life Insurance. Bergamot Asset Management provides discretionary investment management and wealth services to private funds, institutional investors, and individual clients, employing a fundamentally oriented approach supported by quantitative tools across public and private equity strategies.

Jacob Salzmann is a financial advisor at Costello Asset Management, Inc. with six years of industry experience. He has been operating a business under the name The Wire Fun since 1997. Costello Asset Management provides investment advisory services to individuals, non-profits, trusts, estates, and other business entities on a fee-only basis. The firm emphasizes asset allocation tailored to each client’s risk tolerance through globally diversified portfolios and employs discretionary management with regular client reviews and reporting.

Brad Heindel is a CFP® professional with 27 years of industry experience, currently serving as an advisor at 46 Peaks Investment Advisory Group since 2020. He previously worked at M Holding Securities, Inc. and Kb Financial Partners, LLC from 2012 to 2020. 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 uses tailored investment strategies incorporating long-term target allocations and tactical models, typically emphasizing mutual funds and ETFs.

Edward Graham is a financial advisor at Global Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Global Wealth Management since 2018. His career also includes roles at Princeton International Properties, Inc. and Graham Capital Management, Inc. Global Wealth Management, LLC manages approximately $245.7 million in client assets and serves high-net-worth individuals, family offices, pension plans, trusts, foundations, and institutional clients. The firm offers discretionary portfolio management and integrated financial planning, implementing customized asset allocations with an emphasis on low-cost mutual funds and ETFs alongside individual equities, bonds, and structured notes.

Edward Kohlhepp Jr. is a CFP® with 29 years of industry experience. He is the president and owner of Kohlhepp Investment Advisors, Ltd. and has been associated with the firm since 2000. He also serves as a board member of Men of LaSalle, a nonprofit organization. Kohlhepp Investment Advisors, Ltd. serves individual and high-net-worth clients as well as ERISA plans, providing discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and offers both in-house management and access to third-party money managers, with account supervision guided by clients’ objectives, time horizons, and risk tolerances.

Kirk Loury is a financial advisor at MCM Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth Planning Consulting, Inc. and Concord Equity Group Advisors, LLC. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, other RIAs, family offices, institutions, and pooled investment vehicles. The firm employs a multi-asset class, core-and-satellite approach with custom-tailored portfolios and offers services including portfolio management, estate planning review, and access to private investments for accredited clients.

Howard Gottlieb is a financial advisor at Sage Capital Management LLC with 4 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Sage Capital Management since 1999. Sage Capital Management advises individual clients, trusts, retirement plans, corporate entities, and pooled investment vehicles. The firm uses a core-and-satellite, strategic asset allocation approach with a mix of passive vehicles, ETFs, and active managers and also serves as adviser and sponsor to a private real-estate fund.