Sean Gunning is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials and 11 years of industry experience. His work history includes roles at Arkadios Capital, Realta Investment Advisors, and ADP LLC. He maintains an inactive business entity, Top Gunning, LLC, which was formerly used for real estate investments. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, offering a 12-month tax mitigation program and access to alternative investments. The firm manages most accounts on a non-discretionary basis, employing both fundamental and technical analysis with a long-term investment orientation.

Caitlin Escoffery is a financial advisor at Beacon Bridge Wealth Partners, LLC with a Series 65 designation and five years of industry experience. Prior to joining Beacon Bridge in 2021, she worked at Kaplan International from 2012 to 2020. Beacon Bridge Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, and institutional clients, tailoring portfolios to client-specific financial conditions and goals with a generally long-term investment approach. The firm utilizes a range of investment vehicles and incorporates third-party platforms for portfolio management and rebalancing.

Mercedes Petrellis is a financial advisor at Comprehensive Investment Management, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at iPipeline and Advanced Technology Services. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm employs a long-term, low-turnover investment strategy using primarily no-load, actively managed equity mutual funds with significant foreign exposure and index bond funds, and integrates tax preparation and planning through its affiliation with accounting services and a team with diverse professional credentials.

Adam Peltzman is a CFP® with 24 years of experience in financial advising. He has worked at Certior Financial Group, LLC since 2017 and previously held roles at Mutual Securities, Inc. and Voya Financial Advisors. Outside of financial advising, he serves on the board of a nonprofit organization focused on volunteering, support, and fundraising. Certior Financial Group provides personalized financial planning and asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a client-tailored investment process using a mix of active and passive vehicles and emphasizes downside risk mitigation as part of portfolio construction.

David Ritrovato is a CFP® with 35 years of industry experience, currently serving as an advisor at BlueSphere Advisors LLC since 2016. He holds a Series 63 license and is based in East Norriton, PA. BlueSphere Advisors LLC provides investment management and financial planning services to individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions. The firm uses a primarily long-term, portfolio-driven approach that incorporates institutional mutual funds, ETFs, individual equities, fixed income, and derivative strategies for risk management.

Richard Capasso is a CFP® professional with 33 years of experience in financial advising. He is affiliated with CPC Financial Planning, Inc., where he has worked alongside other advisors in a team environment. His prior experience includes long tenures at LPL Financial and Royal Alliance Associates, Inc. Capasso is also involved in tax preparation and accounting through Clairmont, Paciello & Co., P.C., where he is engaged as a CPA. CPC Financial Planning, Inc. offers written financial planning, annual plan monitoring, and hourly advice to individuals, corporations, and business entities. The firm emphasizes non-discretionary, fee-for-service planning combined with affiliated brokerage and insurance services, and it is noted for its close integration with a CPA practice to coordinate tax and accounting considerations within its financial planning process.

Peter Derby is a financial advisor at Meridian Wealth Partners, LLC, holding a Series 65 designation with six years of industry experience. He has been with Meridian Wealth Partners since 2018 and previously worked at Drucker & Scaccetti, PC from 2015 to 2018. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients through a team of ten advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and corporations, using a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Anthony Perhacs is a financial advisor with Meridian Wealth Partners, LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Altice USA, Hardy Construction, and Private Advisor Group. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Ning Tang is a financial advisor at Sun Global LLC with a Series 65 designation and one year of industry experience. Prior to joining Sun Global, Tang held positions at New York University, Lehigh University, and Morgan Park Academy. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individuals, employing a combination of fundamental, technical, cyclical, and quantitative analysis across various investment strategies. The firm uses client risk questionnaires and Investment Policy Statements to guide portfolio implementation and offers educational resources including weekly market newsletters and webinars.

Randall Schaible is a CFP®, CFA®, and Series 65-licensed financial advisor with nine years of industry experience. He has been with Montis Financial, LLC since 2016. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary portfolio management and the use of unaffiliated managers, with a focus on a broad range of strategies such as mutual funds, private funds, options, and selective use of alternative ETFs.

Michelle Giegerich is a financial advisor with Paradigm Wealth Advisory LLC in Dublin, PA, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Paradigm Wealth Advisory and LPL Financial since 2020 and was previously with S2K Financial LLC from 2018 to 2020. Paradigm Wealth Advisory LLC is an SEC-registered, multi-advisor wealth management firm serving individuals, high-net-worth clients, families, trusts, charitable organizations, and pension/profit-sharing plans. The firm employs a primarily long-term, client-customized investment approach using institutional mutual funds, ETFs, individual equities, bonds, and options.

Robert Valleau is a financial advisor with Almanack Investment Partners holding Series 63 and Series 65 licenses and 17 years of industry experience. He has previously worked at Mercap Securities, MerCap Advisors, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of his advisory role, Valleau is involved in life insurance brokerage through several business ventures. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individuals, institutional clients, and a network of independent advisers. The firm utilizes diversified, risk-conscious model portfolios and manages various pooled investment vehicles and affiliated funds.

Sean Miller is a financial advisor with Blue Bell Private Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked multiple terms at Aberdeen Asset Management Inc. and its affiliate, Aberdeen Fund Distributors, LLC, before joining Blue Bell in 2026. Blue Bell Private Wealth Management serves high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, and other advisors. The firm employs a portfolio management approach focused on ETFs, closed-end funds, and structured investments, incorporating options strategies and AI tools, with a noted emphasis on structured notes and documented options-trading practices.

Brian White is a CFP® with 21 years of industry experience and has been with Vermillion & White Wealth Management Group since 2013. He holds a Series 66 license and operates out of Phoenixville, PA. In addition to his advisory role, he is a registered insurance producer in Pennsylvania, dedicating a small portion of his time to that business. Vermillion & White Wealth Management Group serves individuals, institutions, and various types of plans and trusts, managing approximately $231 million across several hundred accounts. The firm employs a disciplined investment process focused on asset allocation, diversification, and periodic rebalancing, utilizing both fundamental and technical research along with third-party model inputs.

Christian Bockrath IV is a financial advisor at Integrity Financial Advisors, LLC with a Series 65 designation. He has no prior industry experience before joining the firm. His professional background includes roles at Advanced Financial Partners, Eagle Fence Company, Prudential, and positions held during his education at Ithica College and Malvern Preparatory. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm often engages its affiliated investment manager, Auour Investments, for ETF-based, model-driven asset allocation strategies tailored to client risk tolerance and planning goals.

Robert Held is a financial advisor at Integrity Financial Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prosperity Wealth Management, Gwynedd Wealth Partners, and Penn Mutual Life Insurance Company. Outside of his advisory role, he is president and partner of an insurance brokerage, Advanced Financial Partners, LLC, where he is involved in life insurance sales and services. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing portfolio management through third-party managers along with financial consulting and retirement planning. The firm primarily recommends active, discretionary management using affiliated investment advisers and model portfolios, monitoring accounts monthly and providing quarterly performance reports.

Norman Macqueen is a financial advisor at Thrive Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrive Wealth Management since 2015. Outside of his advisory role, he serves as Investment Committee Chair and Trustee for InFaith, a faith-based ministry and missions organization. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors by offering investment management, financial planning, and retirement plan consulting services. The firm employs a client-specific investment approach that includes model portfolios, tax-aware management, and the use of independent managers.

Rose Bernardo is a financial advisor with Wellfull who holds a Series 66 credential and has 21 years of industry experience. She has worked at Bernardo Wealth Planning LLC since 2017 and Purshe Kaplan Sterling Investments since 2016. In addition to her advisory role, Bernardo serves as COO for a startup technology company, OnBord, Inc., where she manages sales and marketing operations. 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 roughly $866 million in discretionary assets and emphasizes financial planning as the foundation for its investment approach, utilizing model-based asset allocation and multiple analysis methods.

Matthew Haraburda is a CFA® charterholder with seven years of industry experience. He is currently with Wellfull and has previously worked at Bernardo Wealth Planning, Fortress Investment Group, Radcliffe Group, and Morgan Stanley. 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 roughly $866 million in discretionary assets and employs a model-based asset allocation approach combined with multiple analysis methods to guide client portfolios.

Raymond Martin is a financial advisor at Creative Capital Wealth Management Group with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including MassMutual Life Insurance Co, Citi Group, and Northwestern Mutual Investment Services. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, focusing on both fundamental and technical analysis within a long-term investment approach. The firm offers a range of services including a tax mitigation program, third-party money manager recommendations, and alternative investments, while generally managing client accounts on a non-discretionary basis.