Theodore Suleski is a financial advisor at Bluefin Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Money Management Financial Services LLC dba Bluefin Financial since 2017, as well as Securities America Advisors, Inc. since 2005. Outside of advisory work, he is involved as an owner in horse racing and is a partner in a real estate venture. Bluefin Financial serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $259 million across about 321 client relationships, offering portfolio management, pension and 401(k) consulting, and financial planning with investment strategies that include fundamental and technical analysis, as well as options trading.

Gregory Lichtenstein is a CFP® and holds a Series 65 license with four years of industry experience. He has worked with Ethos Capital Management, Inc. and Ethos Capital Advisors, LLC since 2021. Outside of his advisory role, he serves as a part-time assistant lacrosse coach at Pennsbury High School. Ethos Capital Management, Inc. is an SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses individualized Investment Policy Statements and a combination of fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management through model portfolios and sub-advisory arrangements.

Walter Mccormac is a financial advisor at Bluefin Financial with over 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Money Management Financial Services LLC, Securities America Advisors, Inc., and related entities since 2003. Outside of his advisory role, he serves as Chairperson on the Municipal Court of Audubon, New Jersey, Community Dispute Resolution Committee, where he volunteers on a mediation panel. Bluefin Financial serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, managing approximately $259 million across 321 client relationships. The firm offers portfolio management, pension/401(k) consulting, and financial planning, employing a variety of investment strategies and analytical approaches tailored to client goals and risk tolerances.

Victor Tedesco is a ChFC® credentialed advisor with 44 years of industry experience, currently serving at Strategic Financial. He has been affiliated with Strategic Financial Advisors Corporation since 1987 and FSC Securities Corporation from 1987 to 2023. He also maintains ownership of a sole proprietorship focused on the sale of life insurance, long-term care, disability, and fixed annuity products. Strategic Financial serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and business owners, providing modular financial planning services that emphasize advice and planning rather than discretionary management. The firm uses a fixed-price and hourly billing model and offers a breadth of planning services including tax, retirement, estate, and business continuity planning.

Thomas Marrollo Sr. is a financial advisor with Apogee Financial Services Group, Inc., holding a Series 63 designation and over 43 years of industry experience. He has been with Apogee since 2008 and is also a registered representative at PTS Brokerage, LLC, where he has worked since 2005. Apogee Financial Services Group, Inc. provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with global diversification, primarily managing non-discretionary portfolios using mutual funds, ETFs, and individual securities.

Larry Peery is a financial advisor at Magnolia Private Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Cavria Advisors, LLC since 2016. Outside of his advisory role, Peery is a partner at FA Digital, LLC, a non-investment-related business. Magnolia Private Wealth is an SEC-registered advisory firm that manages approximately $225.7 million for around 159 clients. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and other entities, using a combination of fundamental and technical analysis to tailor portfolios to clients’ objectives and needs.

Christian Maisch is a financial advisor at Maisch Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked in financial services since 2015, including roles at Synergixx, LLC and as Client Services Manager at The Maisch Financial Group LLC. Maisch Financial Partners primarily serves individual and select institutional clients, offering financial planning, consulting, wealth management, and discretionary investment management. The firm emphasizes diversified, long-term, fundamentals-based portfolios and uses independent investment managers alongside third-party custody and technology providers.

James Donnelly is a financial advisor with Valley Financial Group in Ambler, PA, holding a Series 65 designation and five years of industry experience. Prior to joining Valley Financial Group in 2021, he worked at H. Beck for one year. Outside of finance, he serves as a Patrol Operations Commander with the Bensalem Township Police Department, a role he has held since 2002. Valley Financial Group provides investment management and financial planning services to a diverse clientele, including individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm manages approximately $287 million in assets using a predominantly top-down, evidence-based investment approach that integrates macroeconomic analysis and fundamental research.

Edward Woehlcke is a CFP® with 18 years of industry experience and currently serves as Managing Partner at Valley Financial Group. His work history includes roles at Hightower Advisors, LLC and H. Beck, Inc. Outside of his advisory duties, he is the sole proprietor of Woedaddy Investments, focusing on analyzing investment returns in real estate. Valley Financial Group provides investment management and financial planning to a range of clients including individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm manages approximately $287 million in assets using a top-down, evidence-based investment approach that incorporates macroeconomic analysis, fundamental research, and selected third-party manager allocations.

John Rea is a CFP® professional with 21 years of industry experience. He has been with Crossgate Wealth Advisors, LLC since 2001. Located in Newtown, PA, he is part of a three-advisor team at the firm. Crossgate Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis approach combined with Modern Portfolio Theory to build diversified portfolios and provides ongoing supervision, quarterly reviews, and client reporting.

Stephen Way is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. He has been with Setarcos Wealth Advisors LLC since 2014. Setarcos Wealth Advisors LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management alongside financial planning and consulting. The firm uses a customized, fundamental-analysis approach with a generally long-term orientation and offers planning services without separate charges to investment management clients.

John Capasso is a financial advisor with Capital Planning Associates, Incorporated, holding a Series 63 designation and 38 years of industry experience. He has worked with FSC Securities Corp and has been associated with Capital Planning Associates since 1991, also serving as president and CEO of Captive Planning Associates LLC since 2007. Capital Planning Associates serves business owners, high-net-worth individuals, and employer retirement plans with personalized investment counseling, portfolio monitoring, comprehensive financial planning, and pension consulting. The firm operates primarily on a non-discretionary basis and incorporates insurance and accounting services alongside its investment advisory offerings.

Alvin Clay III is a CFP® and PFS™ credentialed advisor with 10 years of industry experience. He has been with Alvin Clay Financial Advisors, LLC since 2015, where he works as part of a five-advisor team based in Jenkintown, PA. Alvin Clay Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and private education institutions. The firm offers discretionary portfolio management, financial and pension consulting, and tax-related services, utilizing model portfolios and managed accounts primarily invested in mutual funds and ETFs, with some accounts holding individual stocks and bonds through sub-advisers.

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.

Julie Purcell is a financial advisor at Wissahickon Wealth Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Wissahickon Wealth Management since 2017. In addition to her advisory role, she is involved with Vistar Media, a software company, where she manages administrative tasks and event logistics. Wissahickon Wealth Management LLC serves individuals, affiliated trusts, charitable organizations, and businesses with wealth planning, financial planning, and asset management services. The firm focuses on planning for major life transitions and offers discretionary investment management with a fundamental security-selection approach, managing approximately $51 million in assets for about 108 clients.

James Fisher is a financial advisor at The Aranda Group Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and as an independent contractor. Fisher is a co-chair of Tire Rack Street Survival through the Philadelphia Region Sports Car Club of America and serves on the boards of Nancy's House and the Eastern Montgomery County Chamber of Commerce. The Aranda Group Advisors, LLC serves individuals, high-net-worth families, trusts, non-profits, pensions, and businesses with asset management and financial planning. The firm emphasizes long-term, diversified asset allocation and tax efficiency, offering both discretionary and non-discretionary portfolio management along with access to third-party managers and a securities-based lending program.

Scott Volkers is a financial advisor at The Investment Lab, LLC with 14 years of industry experience. He holds Series 66, 63, and 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Volkers Capital Corp. Outside of his advisory role, Volkers works as a Lead Technical Analyst providing system and integration support for job placement services. The Investment Lab primarily develops and licenses model portfolios, focusing on U.S.-equity strategies that utilize Relative Strength technical analysis and fundamental screening. The firm serves affiliated accounts non-discretionarily and distributes its strategies through a licensed third-party adviser.

John Vassos is a financial advisor at Vassos Investments, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Vassos Investments since 2019. Prior to that, he was self-employed beginning in 2018. Vassos Investments, LLC is a small registered investment adviser managing approximately $20.1 million in discretionary assets for individual and high-net-worth clients. The firm employs fundamental analysis alongside a combination of long-term, short-term, and options trading strategies, with monthly reviews and detailed reporting.

Jonathan Liebl is a CFP® professional with four years of industry experience. He has worked at GenRise Wealth Advisors LLC since 2021 and previously held roles at Summit Place Financial Advisors, LLC and Bank of America Private Bank. GenRise Wealth Advisors serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm emphasizes fundamental analysis and strategic asset allocation, managing diversified portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

Marc Butler is an investment advisory representative at Anthony Petsis & Associates Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses. Butler has held roles at firms including BNY Mellon Albridge and Skience, and he operates a consulting business focused on wealth technology. He is also a co-author of the book *Funding a New Business for Dummies* and serves on the board of directors of ProNvest. Anthony Petsis & Associates Inc. provides personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, delivering written plans and single-subject advice without managing client assets on a continuous basis. The firm employs a process based on fundamental analysis with a mix of long- and short-term purchase strategies, offering fee-for-service engagements and utilizing third-party estate-planning tools.