Ian Hoffman is a CFP® with 10 years of industry experience. He has worked at Thrive Wealth Management, LLC since 2023 and previously spent seven years at The Vanguard Group, Inc. Ian holds the Series 63 license. Thrive Wealth Management serves individuals—including high-net-worth clients—as well as retirement plan sponsors, charities, businesses, trusts, and estates. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and financial planning services, managing approximately $1.58 billion in client assets through a multi-advisor team.

Simon Crew is a financial advisor with Certior Financial Group, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Arkadios Wealth Advisors, Creative Capital Wealth Management Group, and Equitable Advisors, LLC. Certior Financial Group provides personalized financial planning and asset management services to individuals, pension plans, trusts, estates, corporations, and other business entities. The firm uses a multi-disciplined, client-tailored investment approach that combines active and passive vehicles and emphasizes downside risk mitigation.

William Miller is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at KRPG Advisors, LLC, H. Beck, Inc., and Brinker Capital Inc. He has also provided ERISA 3(21) and 3(38) investment advisory services through KRPG Advisors. Gibraltar Wealth Management provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm combines planning and consulting with portfolio implementation, offering specialized services like Relative Strength advisory for retirement plans and ERISA fiduciary support, and manages approximately $313 million in assets under management and advisement.

James Dodderidge is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Oppenheimer, Janney Montgomery Scott, Parker/Hunter Incorporated, and Cresap Inc. Outside of his advisory work, he has been affiliated with L.L. Bean since 2016. Gibraltar Wealth Management, LLC provides financial counseling, investment management, and wealth management services to a diverse client base including individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages a significant portion of its assets on a non-discretionary basis and offers specialized services such as Relative Strength advisory and ERISA fiduciary support.

David Bezar is a financial advisor with Thrive Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Thrive Capital Management since 2015 and is also involved with Thrive Insurance Group and Thrive Financial Services. Outside of his advisory roles, Bezar serves on the board of the nonprofit BEATCANCER.ORG and is a 50% owner of Quantum Leap Services, a digital marketing agency. Thrive Capital Management provides discretionary investment management and financial planning to individuals, businesses, and charitable organizations. The firm employs a custom asset allocation strategy using diversified model portfolios, fundamental security analysis, and sub-advisor platforms, managing approximately $398 million for nearly 600 clients.

Maria Kelly is a financial advisor at Amplius Wealth Advisors with nine years of industry experience. She holds the CFP® designation and the Series 66 license. Prior to joining Amplius Wealth Advisors in 2025, she worked at The Vanguard Group for eight years and Merrill Lynch for one year. She also held a position at Temple University for three years. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by offering discretionary portfolio management, comprehensive financial planning, and retirement plan advisory services. The firm customizes advice using model portfolios, third-party managers, and sub-advisers, leveraging advanced operational and trading platforms to implement and monitor client strategies.

Henry Fox is a CFP® and ChFC® with 15 years of industry experience, currently serving at Blue Bell Private Wealth Management, LLC since 2012. He also owns and consults through Fox Consulting, a non-investment-related business. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, and estates. The firm’s investment approach uses exchange-traded funds, closed-end funds, and structured investments, incorporating options strategies and fundamental and cyclical analysis.

Joseph Zaccardi is a CFA® charterholder with four years of industry experience. He is currently with Atlas Private Wealth Advisors in Lansdale, PA, having previously worked at firms including LPL Financial, Osaic Wealth, Inc., Lincoln Financial Advisors, Cresset Asset Management, and Drexel Morgan Capital Advisers. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Jack Green is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Thrive Wealth Management, LLC since 2021 and previously held positions at Vanguard, Bank of America, Merrill, and Merrill Lynch. Outside of finance, he briefly worked in the restaurant industry. Thrive Wealth Management serves individuals, including high-net-worth clients, as well as retirement plan sponsors, charities, businesses, trusts, and estates. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and financial planning through a multi-advisor team managing approximately $1.58 billion in assets.

Michael Weber is a CFP® with 20 years of industry experience and currently serves as an advisor at Blue Bell Private Wealth Management, LLC. His prior roles include positions at BlueSphere Advisors LLC and Your Planning Partners LLC. He is also involved with the Colonial Community Organization. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, employing fundamental and cyclical analysis along with options strategies and structured notes.

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

Jon Sobotkin is a financial advisor at Blue Bell Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Blue Bell Private Wealth Management since 2006. Blue Bell Private Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, utilizing fundamental and cyclical analysis along with options strategies and structured notes as part of portfolio management.

Robert Decampli Jr is a financial advisor with Vermillion & White Wealth Management Group in Phoenixville, PA, holding a Series 63 designation and 11 years of industry experience. He has worked at Vermillion & White since 2014 and has been associated with Guardian Life Insurance Co of America since 2009. Outside of financial advising, he operates a CPA accounting practice focused on tax preparation and accounting services. Vermillion & White Wealth Management Group serves individuals, institutions, pension plans, trusts, and charitable organizations, managing approximately $231 million across several hundred accounts. The firm provides portfolio management, financial planning, and pension consulting, using an investment approach based on asset allocation, diversification, and periodic rebalancing informed by research and third-party models.

Kathleen Burke is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Equita Financial Network, Inc. and has previously worked at Method Financial Planning, Inc. and The Investment Center, Inc. She holds Series 63 and Series 66 licenses. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Ira Feldman is a financial advisor with Integrity Investment Advisors, LLC, holding eight years of industry experience. He is also a partner in the accounting practice Bush Tecosky Goodman Feldman, LLC, where he has been involved since 1990. Integrity Investment Advisors, LLC serves individuals, families, trusts, non-profits, pension plans, and businesses, managing approximately $67 million across about 170 client relationships. The firm uses a fiduciary approach focusing on diversified, low-cost, tax-aware, long-term investment strategies and integrates financial planning with portfolio management.

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.

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® professional with 25 years of industry experience. He is currently with Certior Financial Group, LLC and has previously worked at Mutual Securities, Inc. and VOYA Financial Advisors. Outside of his advisory role, he serves on the board of a nonprofit organization focused on volunteering, support, and fundraising. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a wide range of clients, including individuals, trusts, and corporations. The firm combines hands-on financial planning with flexible, actively managed portfolio strategies and regularly reviews client objectives and risk tolerance.

David Ritrovato is a CFP® professional with 35 years of industry experience. He has been with Bluesphere Advisors LLC since 2016 and previously worked at Ameriprise from 2003 to 2016. Bluesphere Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions. The firm provides discretionary and non-discretionary investment management, financial planning, and business-transition consulting, using a primarily long-term, portfolio-driven approach that incorporates institutional mutual funds, ETFs, individual equities, fixed income, and derivatives for portfolio construction and risk management.

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.