Thomas Aichele is a CFP® certified financial advisor with over three years of industry experience, currently serving at Clear Capital Management LP. His prior work includes roles at Ginkgo Bioworks Holdings, Inc, The Swarthmore Group, and PNC Bank. He is a non-paid member of the Bond Club of Philadelphia, a nonprofit organization focused on fixed income education and networking among investment professionals. Clear Capital Management LP provides discretionary portfolio management and financial planning services primarily for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, tailored to different account types and utilizing selective investment tools.

Kori Lannon is a financial advisor with Quadrant Private Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked with Quadrant Private Wealth Management since 2015 and previously was affiliated with Purshe Kaplan Sterling Investments, Inc. from 2014 to 2026. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a range of clients including individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $2.1 billion in assets and employs a top-down investment process that combines fundamental and technical analysis with an emphasis on risk management.

Paul Francis is a CFP® professional with 13 years of experience in the financial industry. He is currently with Quadrant Private Wealth Management, LLC, where he has worked since 2020. His previous roles include positions at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill. Quadrant Private Wealth Management offers financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm applies a top-down investment process that emphasizes risk management and employs a variety of asset classes, including a proprietary enhanced equity strategy and alternative investments.

Lisa Leatherman is a financial advisor at Wellfull with 25 years of industry experience and holds a Series 66 designation. She has worked at Bernardo Wealth Planning since 2021, and previously spent 16 years at Cetera Financial Specialists LLC and 21 years at Seitz & Leatherman LLC. In addition to her advisory role, Leatherman serves as president of DUNLAPSLK, an accounting practice. 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 approximately $866 million in discretionary assets and emphasizes financial planning as the basis for its model-based asset allocation approach.

Calvin Rose is a financial advisor at Clear Capital Management LP with six years of industry experience. He previously worked at Dechert LLP for ten years. Rose holds a Series 65 credential and serves as a non-paid member of the Philadelphia Bond Club. Clear Capital Management LP provides discretionary portfolio management and financial planning to individuals, trusts, estates, and certain retirement and corporate plans. The firm uses proprietary quantitative models and a "Natural Selection" algorithm to manage client assets across a diverse set of investment strategies.

Charles Noti IV is a financial advisor with Liberty Asset Management in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Liberty Wealth Management since 2010 and also operates as a CPA in a separate business. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension plans, charitable organizations, and private businesses, managing approximately $136.8 million. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management along with written financial planning.

Dante Perri is a financial advisor at Quadrant Private Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Quadrant, he worked at Spire Capital and has held positions at Lehigh University, Guthrie Glass, and The Haverford School. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a diverse client base including individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment approach focused on risk management and offers a proprietary equity strategy alongside a broad range of investment options.

Scott Kuna is a financial advisor at Quadrant Private Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Quadrant Capital and Quadrant Private Wealth, as well as in freelance roles and at Saucon Valley Country Club. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment approach focused on risk management and manages both discretionary and non-discretionary portfolios.

Justin Poccia is a ChFC® affiliated with Milestone Financial Associates, LLC, where he has worked since 2023. Prior to joining the firm, he was a full-time student for eight years. Milestone Financial Associates is a team-based registered investment adviser with seven advisors managing approximately $654 million in discretionary assets. The firm provides personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, foundations, retirement plans, and corporations, using fundamental analysis to construct tailored asset allocations.

Lance Rosina is a financial advisor with Wellfull who holds a Series 66 designation and has 12 years of industry experience. He has worked at Bernardo Wealth Planning LLC since 2017 and previously held roles at Stifel Financial Corp. and Girard Advisory Services. Outside of his advisory work, he serves as a board member for the Fellowship of Christian Athletes, overseeing groups in Bucks County. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes financial planning as the foundation of its investment process and manages portfolios using model-based asset allocation supported by multiple analysis methods.

Ellis Chandler III is a financial advisor at Stark Wealth Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Wealth Management, Fountainhead Advisors, and EKC Wealth Strategies. Outside of advisory work, he provides expense reduction services to companies and is a licensed insurance agent. Stark Wealth Management LLC serves individual and high-net-worth clients with portfolio management, financial planning, and estate-planning facilitation. The firm uses model allocations, modern portfolio theory, and both discretionary and non-discretionary management approaches, frequently incorporating third-party managers and model portfolios.

Jason Cort is a financial advisor with Quadrant Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill from 2000 to 2014 and at Purshe Kaplan Sterling Investments from 2014 to 2026 before joining Quadrant Private Wealth Management. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm manages discretionary and non-discretionary portfolios totaling approximately $2.1 billion in assets under management as of December 31, 2025, using a top-down investment process that combines fundamental and technical analysis with an emphasis on risk management.

Nicholas Bernardo is a CFP® with 19 years of industry experience, currently serving at Wellfull. He has worked with Bernardo Wealth Planning LLC since 2017 and Purshe Kaplan Sterling Investments since 2016. Outside of advisory roles, he is involved in real estate development and technology product development. Wellfull serves individuals, families, trusts, retirement plans, and other organizations, 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, also offering private investment vehicles through its affiliated B Capital funds.

Caeden Goering is a Series 66-licensed financial advisor with three years of industry experience. He currently works at Diamond Client Group, LLC and previously held roles at MML Investors Services, LLC and MassMutual Life Insurance Company. Outside of his advisory duties, Goering is also engaged in health insurance brokerage. Diamond Client Group, LLC provides advisory services to individual and high-net-worth clients as well as business entities. The firm offers discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and both project-based and ongoing financial planning, utilizing a blend of fundamental analysis, modern portfolio theory, and technical analysis.

Jonathan Mack is a financial advisor at Quadrant Private Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Merrill for 10 years. Outside of his advisory role, he serves as a PIAA basketball official referee. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting for individuals, families, trusts, charitable organizations, corporations, and employee benefit plans, managing approximately $2.1 billion in assets as of the end of 2025. The firm employs a top-down investment approach focused on risk management and offers a proprietary equity strategy alongside a range of traditional and alternative investments.

Philip Rosenau is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at LPL Financial and The Prudential Insurance Company of America. Rosenau is involved in multiple investment advisory activities through Great Valley Advisor Group and maintains additional business interests in insurance consulting. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers across various platforms.

Patricia Webb is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at Canon Capital Management Group for 18 years. Outside of advisory work, she provides consulting services related to exit planning for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving about 17,800 clients. The firm offers investment advisory and portfolio management programs that combine discretionary and consultative services tailored to client preferences.

Andrew Lein is a financial advisor at Girard Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Girard Advisory Services since 2019, following prior roles at Univest Investments and Univest Bank and Trust Co. Girard Advisory Services is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee, offering both discretionary and non-discretionary management and specialized strategy options.

Michael Stewart is a CFP® with 30 years of industry experience, currently serving at Girard Advisory Services, LLC. He has worked with the firm and its affiliated entities since 2005. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers both discretionary and non-discretionary management, servicing high-net-worth clients and plan sponsors.

Brian Pultro is a financial advisor with Maridea Wealth Management in New Britain, PA, holding a Series 66 designation and 10 years of industry experience. He previously worked at LPL Financial LLC for 10 years and serves in the United States Navy Reserve. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets across a 33-advisor team. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and integrates AI tools under human oversight in its investment and administrative processes.