Kyle Bruner is a financial advisor with Innova Wealth Partners, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Innova Wealth Partners, he worked at Mary Beaver White Building and On The Level Construction, LLC. Innova Wealth Partners provides discretionary portfolio management and financial planning services to individuals, trusts, pension plan participants, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis in managing portfolios that include ETFs, mutual funds, and other securities, frequently engaging specialized sub-advisors for personalized indexing and alternative option strategies.

Chad White is a financial advisor with LRI Investments, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors, as well as affiliations with JKJ Financial Services and M Holdings Securities. LRI Investments is a team-based firm that 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 in client assets with customized portfolios emphasizing long-term growth through mutual funds, ETFs, and equities.

Thomas Cahill is a financial advisor at Ventura Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ventura Wealth Management since 2010, as well as at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Cahill is affiliated with professional organizations such as the CFA Institute and the New York Society of Securities Analysts, though he holds no active responsibilities with them. 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 framework that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic assessment.

Jeffrey Wesnofske is a financial advisor with Clear Capital Management LP, holding Series 65 and Series 66 licenses and 14 years of industry experience. He has been with Clear Capital Management since 2014. 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 portfolios, which may include ETFs, covered-call strategies, and opportunistic participation in IPOs.

Daniel Clifford is a financial advisor at White Knight Strategic Wealth Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2012 to 2019 before joining White Knight in 2019. White Knight Strategic Wealth Advisors serves individuals, high-net-worth clients, trusts, businesses, and non-profits by providing financial planning, discretionary asset management, and implementation assistance. The firm emphasizes tax efficiency and cost control through broadly diversified, long-term investment strategies and conducts regular portfolio reviews using third-party technology to manage held-away accounts.

Matthew Mcinerney is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding a Series 65 designation and five years of industry experience. He previously worked at Navigant Consulting from 2014 to 2018 before joining Insight Advisors. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting through a multi-advisor team, employing a range of investment strategies including stocks, bonds, options, and cryptocurrency products.

Lauren O'Neill is a Series 65-licensed advisor at Elevated Capital Advisors, LLC with two years of industry experience. Her prior work includes roles at GJO Financial, Grandview Hospital, and Pondel Wilkinson. Outside of advising, she contributes as a freelance writer for the Bucks County Herald. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, and institutions by offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside third-party risk assessment tools to tailor strategic and tactical asset allocation.

Ian Foster is a Series 65-licensed advisor with Innova Wealth Partners, LLC, based in Newtown, PA, where he has worked since 2013. He has 13 years of industry experience. Foster is also a licensed insurance agent with Innova Settlement Services, LLC and occasionally offers related products to clients. Innova Wealth Partners provides discretionary portfolio management and financial planning to individuals, trusts, pension plan participants, and businesses. The firm employs a variety of strategies including fundamental, technical, and cyclical analysis, often using specialized sub-advisors and advanced techniques such as derivatives and box-spread option strategies.

Johnathon Rosica is a Series 65–licensed financial advisor with Alliance Wealth Management Group, LLC, where he has worked since 2019. He has seven years of industry experience, including prior roles at McAdam Financial and Neato/Aneheuser Busch. Outside of finance, he has long-term involvement with Five Ponds Golf Course. Alliance Wealth Management Group serves individual and high-net-worth clients, trusts, pension plans, and businesses by providing discretionary wealth management, investment consulting, and standalone financial planning. The firm employs a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, tailoring portfolios to clients’ risk profiles and conducting regular reviews.

Glen Coral is a financial advisor at LRI Investments with over 43 years of industry experience. He holds the ChFC® and Series 63 designations and has a background that includes roles at JKJ Financial Services, M Holdings Securities, and his own firm, Turning Point Wealth Strategies, where he serves as president and managing member. LRI Investments 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 and offers customized portfolios focused on long-term objectives using mutual funds, ETFs, and equities, along with retirement plan services and a proprietary wrap-fee program.

Keith Becker is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and previously held positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team across four offices. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies that include stocks, bonds, mutual funds, ETFs, options, and cryptocurrency products.

Gerard O'Neill is a financial advisor at Elevated Capital Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Elevated Capital Advisors since 2023, alongside roles at Capital Asset Advisory Service and ownership of GJO Financial, LLC, an insurance business specializing in life insurance and annuities. O'Neill also teaches accounting and finance to MBA students at LaSalle University and volunteers in his local community. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by providing investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, offering discretionary and non-discretionary portfolio management through a network of independent advisors.

Anna Stratton is a CFP® professional with nine years of industry experience, currently serving at Three Sixty Wealth Management, LLC. Her prior roles include positions at Empower Financial Services, Inc. and LPL Financial. She has also been involved with Cultural Care Au Pair for over a decade. Three Sixty works with individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering comprehensive wealth management that integrates discretionary investment management, financial planning, business consulting, and retirement plan advisory services. The firm’s approach includes custom-constructed portfolios with a long-term focus and advanced planning services such as Social Security timing and Roth conversions.

Hyder Agha is a financial advisor with White Knight Strategic Wealth Advisors, LLC in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 15 years before joining White Knight Strategic Wealth Advisors in 2019. White Knight Strategic Wealth Advisors serves individuals, high-net-worth clients, trusts, businesses, and non-profits by providing financial planning and discretionary asset management. The firm employs a team approach with seven advisors, managing over $178 million in assets and focusing on diversified, tax-efficient investment strategies combined with fundamental and technical analysis.

Kevin Horgan is a financial advisor at Muntz Financial, LLC with four years of industry experience. He has worked at Horgan Brothers, Inc. for ten years. Outside of his advisory role, he provides tax preparation and consulting services through Horgan Tax Consulting. Muntz Financial serves individual clients, trusts, estates, retirement plans, corporations, and private funds with fee-based portfolio management and financial planning, employing a core-satellite investment approach that incorporates fundamental, technical, cyclical, and charting analyses.

Sean Gogola is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Cordatus Wealth Management LLC since 2016 and also works with Prospera Financial Services. Outside of advisory work, he is a passive investor and lender to Grasshopper Simplicity. Cordatus Wealth Management LLC advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm provides financial planning, portfolio management, and executive services for stock option management, utilizing proprietary investment strategies and independent managers.

Richard Tattory is a CFP® professional with four years of experience at RMR Wealth Management. He previously worked at Fountainhead Capital Management and has owned Tattory Financial Group since 1994. Outside of his advisory role, he is a licensed insurance producer and is involved in the sale of life and health insurance products, as well as real estate sales in New Jersey. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and managed account programs, utilizing third-party platforms and managers to tailor investment strategies to client objectives and risk tolerance.

Harpreet Mangat is a CFP® professional with 25 years of industry experience. He is affiliated with White Knight Strategic Wealth Advisors, LLC, where he has worked since 2019, and previously spent 18 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he volunteers as a Sunday school teacher with the Central Jersey Sikh Association, educating children about Sikh history. White Knight Strategic Wealth Advisors provides fiduciary investment advisory and financial planning services to individuals, families, trusts, non-profits, and businesses, including high-net-worth clients. The firm uses a combination of fundamental and technical analysis to manage diversified, tax-aware portfolios on a discretionary basis and integrates held-away accounts through the Pontera platform.

Dylan Smith is a financial advisor at Muntz Financial, LLC with a Series 65 designation and no prior industry experience. He has a background in real estate, currently working as a licensed real estate salesperson with J. Carroll Molloy Realtor, LLC. Outside of finance, he has several years of experience in roles related to golf clubs and landscaping. Muntz Financial provides fee-only investment advisory services to individuals, trusts, plans, corporations, and private funds, using a core-satellite investment approach that incorporates fundamental, technical, cyclical, and charting analysis for a range of strategies. The firm also manages private equity and pooled investment vehicles, serving both retail and non-retail clients.

Stephen Schmidt is a financial advisor at Innova Wealth Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Innova Wealth Partners since 2013. Schmidt is also a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management and financial planning to individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment strategies, including the use of specialized sub-advisors and derivatives, and offers educational courses and retirement workshops as part of its client services.