Salvatore Cocivera is a CFP® with 34 years of industry experience, currently serving at Cora Capital Advisors, where he has worked since 2022. His prior experience includes roles at American Portfolios Financial Services, Inc. and Saxony Securities, Inc. Outside of his advisory work, he is involved in retail operations as a bookkeeper for a surf shop in Brigantine, NJ. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management and discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party managers, alongside financial planning and retirement plan advisory services.

Conor Jonasson is a CFP® and Series 65-registered financial advisor with five years of industry experience. He is currently with Crusonia Wealth Advisors LLC and has held roles at several firms, including Safeguard Financial, Thrivent Advisor Network, and Interactive Financial Advisors. Outside of this, he operates Jonasson Retirement Solutions, LLC as a senior wealth advisor. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, offering wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach incorporating equities, fixed income, alternative investments, and uses both quantitative and fundamental analysis, managing approximately $1.18 billion across 540 clients.

Irvin Schorsch is a CFP® with 29 years of industry experience and has been with Pennsylvania Capital Management Inc. since 1995. He holds Series 63 and Series 65 licenses and is based in Huntingdon Valley, PA. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering tailored asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

Jeffrey Weiand is a CFP® credentialed financial advisor with 35 years of industry experience. He has been with RTD Financial Advisors, Inc. in Philadelphia, PA since 1985. RTD Financial Advisors is a multi-team advisory firm serving individuals, families, and institutional clients including pension plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, with a focus on individualized investment programs, tax-aware portfolio management, and retirement-plan support.

James Bickley is a financial advisor at Gibraltar Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in roles including auctioneer for the State of Pennsylvania. Bickley has been associated with Gibraltar Wealth Management since 2002 and with several other firms and entities over his career. 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 manages over $310 million in assets and offers a focused range of services including planning, consulting, portfolio management, and specialized advisory programs.

Edward Snitzer is a financial advisor at Prudent Management Associates with 35 years of industry experience. He has been with Prudent Management Associates since 1982 and has also been associated with Els Counselors Inc and Keystone Development Services Inc since 1981. He holds the Series 63 designation. Prudent Management Associates provides discretionary portfolio management and limited consulting services to high-net-worth individuals, charitable institutions, foundations, endowments, and corporate plans. The firm manages approximately $1.23 billion for about 210 clients through a small team of advisors, using primarily low-cost, no-load mutual funds and offering four risk-based model portfolios tailored by asset allocation and regularly rebalanced.

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.

John Kelly is a financial advisor at PTS Brokerage, LLC with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes a long tenure at UPS, spanning 37 years. Outside of advising, he is involved in fixed life and health insurance sales as an independent contractor. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm customizes portfolios based on client objectives using fundamental and technical analysis and employs derivatives and options strategies primarily for larger accounts.

Maxine Shevlin is a CFP® and Series 65 credentialed advisor with one year of experience at RTD Financial Advisors Inc. She has prior experience at WMS Partners and its affiliate from 2018 to 2022. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services with an emphasis on written Investment Policy Statements, tax-aware management, and structured retirement-plan solutions including 3(38) fiduciary management and Pooled Employer Plans.

Eduard Zolotarev is a CFP® certificant with five years of industry experience, currently advising at Brooklyn FI, LLC since 2022. His background includes roles at Marcum LLP, Gryphon Financial Wealth Advisors, and 1st Global Advisors. Zolotarev is also the owner of EVZ Tax and Accounting Services, providing tax preparation for family, friends, and a few small clients. Brooklyn FI serves individual and high-net-worth clients with household-level investment management and financial planning, incorporating both passive strategies and specialized external managers. The firm is known for aggregating held-away assets into client portfolios and offering educational seminars along with affiliated tax and fintech services.

Francisco Garcia is a Series 65-licensed advisor at Just Futures with two years of industry experience. His career background includes roles at City Innovate, Inc., and involvement with political campaigns such as Biden for President 2020 and Mike Bloomberg 2020. He also founded a small distillery, Strivers' Row Distillery Ltd. Just Futures serves nonprofit organizations, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing assets with a values-aligned investment approach that integrates ESG considerations and a range of public and private market solutions focused on social justice.

Nicholas De Santis is a CFP®, CFA®, and Series 65 credentialed advisor with six years of industry experience. He has worked at Quaker Wealth Management since 2017 and previously held roles at Rutgers University, Rowan College of Burlington County, and Wawa Inc. Quaker Wealth Management serves individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation and utilizing a proprietary Qmap platform to implement portfolios primarily with ETFs and mutual funds.

Carol Lin is a CFP® professional with one year of experience in financial advising, currently with Aptus Financial, LLC. Her prior roles include positions at Compass Working Capital and Clarifi. Aptus Financial offers flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning over discretionary portfolio management, emphasizing passive, long-term indexing, simple asset allocation, cash-flow management, and periodic rebalancing, while supporting clients through regular reviews, educational programming, and subscription-based ongoing support.

Jacob Carroll is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, holding a Series 65 designation with one year of industry experience. Before joining RTD Financial Advisors, he worked in the hospitality industry at Ocean Prime and Del Friscos. RTD Financial Advisors is a SEC-registered, multi-team firm serving individuals, families, and institutional clients including pension plans, trusts, and non-profits. The firm provides life-centered financial planning, discretionary portfolio management, investment consulting, and retirement-plan advisory services, emphasizing individualized investment programs with tax-aware management and structured retirement-plan support.

Raymond Giunta is a financial advisor at Cora Capital Advisors with 19 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Cora Capital Advisors, he worked at American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. Giunta is also a partner in Baratz & Associates, P.A., a CPA firm providing tax and accounting services. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a long-term, fundamental analysis process tailored to client goals and risk tolerance.

Stephen Horstmann is a CFP®-designated financial advisor at RTD Financial Advisors Inc with three years of industry experience. He has worked at RTD Financial Advisors Inc since 2022 and previously at BlueSky Wealth Advisors, LLC. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm provides life-centered financial planning, personalized investment management, and fiduciary consulting with an asset-allocation driven approach and ongoing monitoring.

Kenneth Gertie is a financial advisor at PTS Brokerage, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at firms including Woodbury Financial Services and Questor Capital Corporation. Outside of advisory work, he owns an accounting and tax preparation business and is involved in developing alternative energy through an executive role at Gustgertricity Inc. PTS Brokerage, LLC provides investment supervisory and money management services primarily to individuals, estates, trusts, and retirement plans. The firm customizes portfolios based on client objectives and employs both fundamental and technical analysis, including derivatives strategies for larger accounts, while operating as both an SEC-registered investment adviser and a registered broker-dealer.

Paul Zablotney is an advisor at Liberty One Wealth Advisors in Philadelphia, PA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Fette Sav, IKEA, JPMorgan Chase Bank, and J.P. Morgan Securities. Liberty One Wealth Advisors provides financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and select institutions. The firm employs a goals-based planning process and an asset-allocation strategy that emphasizes exchange-traded funds with systematic rebalancing, along with alternative asset strategies for suitable clients.

Samuel Bridgers III is a financial advisor with Almanack Investment Partners holding Series 63 and Series 66 credentials and 42 years of industry experience. His prior work includes roles at Redwood Wealth Management Group, Bridgers Wealth Management, Purshe Kaplan Sterling Investments, and VSR Financial Services. Outside of advising, he holds a life insurance agent license and places term life policies for clients. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a Core Allocation model approach to build diversified, risk-conscious portfolios and manages adviser-led pooled vehicles and private funds alongside managed accounts.