Christine Ahearn is a financial advisor at Aeternitas Investment Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Wells Fargo Clearing. Aeternitas Investment Management provides discretionary and non-discretionary investment management to individuals, families, trusts, businesses, and charitable organizations. The firm employs a systematic, technical trend-following approach supplemented by fundamental and global macro analysis, with portfolios that may include individual equities and a broad range of exchange-traded funds.

Heidi Hirsh is a financial advisor with Anthony Petsis & Associates Inc. She holds Series 63 and Series 65 credentials and has 26 years of industry experience. Her prior roles include positions at Goldman Sachs/United Capital Financial Advisers and Cetera Advisor Networks. 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 without managing client assets on a continuous basis.

Paul Kingston is a financial advisor at Alvin Clay Financial Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Meridian Wealth Partners, Great Valley Advisor Group, and LPL Financial. 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, employing model portfolios and managed account programs primarily invested in mutual funds and ETFs.

Grant Frederick is a financial advisor at Proper Financial, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Thrive Capital Management, Mass Mutual Investors Services, and Prudential Financial Planning Services. Outside of his advisory role, he owns Enertel Solutions, a business that brokers electric service providers for commercial clients. Proper Financial, LLC is a small registered investment adviser serving individual and high-net-worth clients with wealth management, discretionary portfolio management, and financial planning. The firm operates as a fiduciary and primarily uses fundamental analysis to manage diversified portfolios consisting mostly of low-cost mutual funds and ETFs.

Jeremiah Walter is a financial advisor at Halberstadt Financial Consultants Inc in Princeton, NJ, holding a Series 65 designation with seven years of industry experience. He has been with Halberstadt Financial Consultants since 2012. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services primarily to individual clients and a variety of institutional and business entities. The firm combines investment, tax, and insurance services and offers both discretionary and non-discretionary account management.

Phillip Fine is a financial advisor at Constantia Capital LLC with nine years of industry experience. He holds a Series 65 designation and has been with Constantia Capital since 2013. Constantia Capital provides discretionary investment management primarily to medium and high net-worth individuals, as well as institutions, employee benefit plans, trusts, and estates. The firm employs a quantitatively driven investment process using proprietary models to manage a range of portfolio strategies, including quantitative equity, event-driven merger-arbitrage, dividend/yield, and wealth management allocations.

Barry Pflueger Jr. is a CFP® professional and founder of Pflueger Wealth with over four decades of experience in the financial industry, primarily at First National Bank of Newtown. He established Pflueger Wealth in 2025 to provide investment management and financial consulting services. Pflueger Wealth offers discretionary investment management and standalone consulting services to individuals, families, business owners, trusts, nonprofits, and other entities. The firm combines quantitative and qualitative analysis with modern portfolio theory and charting to build diversified portfolios and provides both traditional asset-based management and fee-based consulting without trading authority.

Daniel Barram is a financial advisor at Prosperity Advisers, LLC with 10 years of industry experience. He holds a Series 65 license and is co-owner and insurance agent at Retirement Prosperity Group, where he spends a portion of his time on insurance sales and services. He is also a general partner and minority shareholder of Nivora Capital, LLC, a commercial real estate company, providing administrative and investment guidance. Prosperity Advisers, LLC is a fee-only registered investment adviser managing approximately $376 million in discretionary assets across about 289 client relationships. The firm offers tailored portfolios using fundamental, technical, and cyclical analysis, serving individuals including high-net-worth clients, pension and profit-sharing plans, and trusts, with additional services such as annuity management and ERISA plan advisory.

Donald Albach is a financial advisor with Millstone Financial Group in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Millstone Financial Group since 2012 and previously spent six years at Guardian Life. Outside of his advisory role, he manages an LLC that collects vested insurance commissions. Millstone Financial Group serves individual investors, business owners, and retirement plans, offering a range of services including discretionary and non-discretionary asset management, financial planning, and ERISA plan consulting. The firm’s investment approach is tailored to client objectives and risk tolerance, utilizing fundamental, technical, and cyclical analysis, with ongoing oversight of delegated portfolio managers.

Jason Bass is a financial advisor with Cordatus Wealth Management LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Cordatus since 2016. In addition to his advisory role, Bass serves on the boards of the Business 2 Business Association and the YMCA in Pennsylvania. Cordatus Wealth Management LLC provides wealth planning, asset management, and corporate retirement-plan consulting to individuals, trusts, charitable organizations, and businesses. The firm offers executive services for managing stock options and restricted stock, financial planning, and ongoing portfolio management, utilizing a variety of proprietary strategies and third-party managers.

James Wong is a ChFC® credentialed financial advisor with 38 years of industry experience, currently with Insight Advisors, LLC since 2018. His prior roles include positions at PNC Bank, PNC Investment LLC, and TD Ameritrade. Outside of his advisory work, he also provides private and group tennis lessons as a part-time instructor at The Atlantic Club in New Jersey. Insight Advisors serves individuals, including high net worth clients, trusts, pension and profit-sharing plans, and business entities by offering comprehensive portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies and conducts regular portfolio reviews, managing approximately $785.65 million in client assets.

Kenneth Dawson is a Series 66 registered advisor with 13 years of industry experience. He is currently affiliated with LRI Investments and has prior experience at M Holdings Securities and JKJ Financial Services. Outside of his advisory roles, he serves as Director of Investment and Retirement Services at JKJ Financial Services. LRI Investments is a team of 25 investment professionals managing approximately $2.78 billion for individuals, high-net-worth clients, businesses, financial institutions, and government entities. The firm offers customized asset-allocation portfolios with a long-term focus and provides retirement-plan consulting and ongoing fiduciary services.

L Macaulay is a financial advisor at JMAC Enterprises LLC with five years of industry experience. They hold a Series 65 designation and previously worked at Wells Fargo Advisors and its affiliates from 2017 to 2021. JMAC Enterprises LLC offers wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in assets and employs a primarily long-term investment approach while allowing tactical adjustments and portfolio rebalancing.

Roman Chiokadze is a financial advisor with Ventura Wealth Management, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model portfolio and asset-allocation approach that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic evaluation.

William Bromley is a financial advisor with Innova Wealth Partners, LLC in Newtown, PA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Innova Wealth Partners since 2013. In addition to his advisory role, Mr. Bromley is a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers insurance products to clients. Innova Wealth Partners provides discretionary portfolio management and financial planning for individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment strategies across multiple asset classes and frequently utilizes specialized sub-advisors, maintaining discretionary trading authority and ongoing oversight.

Ryan Davies is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Insight Advisors since 2016 and also maintains a position with Purshe Kaplan Sterling Investments. Insight Advisors manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and businesses through a multi-advisor team. The firm offers tailored portfolio management and financial planning using a variety of investment strategies, including stocks, bonds, options, and cryptocurrency, with regular portfolio reviews and rebalancing.

Timothy Mickey is a CFP®-certified financial advisor with 44 years of industry experience, currently serving at Aviso Wealth Management. His career includes roles at OSAIC, Cetera Advisors LLC, and First Allied Securities. Outside of his advisory work, he is involved with Aviso Tax Services, an affiliated tax preparation company to which he may refer clients without compensation. Aviso Wealth Management is a nine-advisor team managing approximately $495 million across 772 client relationships. The firm provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations, employing a range of analytical approaches and offering both discretionary and non-discretionary portfolio management.

John Mc Donald is a financial advisor with LRI Investments, holding a Series 66 designation and 24 years of industry experience. He has worked at several firms, including Merrill and Principal Life Insurance Company, and currently also serves as a retirement benefit consultant at SDM, Inc. DBA JKJ Financial Services. LRI Investments, LLC provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion through a team of 25 professionals, offering customized portfolios emphasizing long-term asset allocation with regular reviews.

Mogammad Petersen is a financial advisor at LRI Investments with Series 63 and Series 65 credentials and seven years of industry experience. He has worked at JKJ Financial Services and M Holdings Securities since 2017 and previously held roles at Urban Outfitters and International Trimmings and Label Solutions. Petersen also serves as a retirement consultant and client service support at JKJ Financial Services. LRI Investments is a team-based firm serving individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion with a focus on customized asset allocation and a long-term investment approach that includes mutual funds, ETFs, and equities.

Morgan Downs is a financial advisor at Ventura Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory role, he serves as Co-Chair of the Young Professional Committee for the Lower Bucks Chamber of Commerce. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs model portfolios and an asset-allocation framework that integrates fundamental, quantitative, and technical analysis with risk control and macroeconomic assessment.