Matthew Conroy is a financial advisor at Conroy Capital LLC with one year of industry experience. He holds the Series 66 designation and has worked previously with Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory role, he is employed by Pro Football Focus. Conroy Capital LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental and technical analysis in its investment process and offers tailored portfolio management with documented risk tolerance and objectives.

Adam Amorn is a financial advisor at Premier Prosperity Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch for five years before founding his current firm in 2017. He is also a licensed independent insurance agent. Premier Prosperity Advisors LLC is a single-advisor independent registered investment adviser managing over $17 million in client assets. The firm serves individuals, high net worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

Jeffrey Beyer Jr. is a financial advisor at Paladin Retirement Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and USA Financial Securities Corporation. In addition to his advisory work, he is also licensed to sell fixed insurance products. Paladin Retirement Advisors focuses on retirement plans and plan sponsors, providing both asset management and financial planning services. The firm offers ERISA fiduciary roles, investment policy development, and participant education, with a distinctive emphasis on pension consulting through both 3(21) and 3(38) plan services.

Ali Moghadam is an investment advisor at Taxio LLC with a Series 65 designation and one year of industry experience. He has held roles at Reliance Matrix as Vice President of Financial Planning & Analysis and is also involved with Posimistiq Studios, a venture focused on mental health storytelling across various media platforms. Taxio LLC provides wealth management and investment advisory services primarily to individual clients, emphasizing tax-advantaged investing, comprehensive financial planning, and separately managed accounts. The firm employs a research-intensive, principle-driven investment approach that incorporates tax strategy integration and technology tools to support decision-making.

Shandon Gelbaugh is the sole advisor at Arca Archa, LLC, holding a Series 66 designation with 21 years of industry experience. He has been with Arca Archa since 2007. The firm provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and select corporate entities. Arca Archa employs a combination of charting, fundamental, technical, and cyclical analysis, managing most assets on a non-discretionary basis with regular client authorization and reporting, a practice that is uncommon among its peers.

Jason Revland is the sole advisor at Revland Wealth Advisors, an independent firm based in Ambler, PA. He holds Series 63 and Series 66 designations and has 11 years of industry experience, including prior roles at Blueprint Capital Management and as an independent consultant. In addition to his advisory work, Mr. Revland provides non-advisory business consulting services. Revland Wealth Advisors offers discretionary investment management and financial planning primarily to high-net-worth individuals, families, trusts, and estates. The firm constructs customized portfolios using individual equities, ETFs, covered options, and alternative investments, combining fundamental and technical analysis within a generally long-term approach while maintaining flexibility for shorter-term trades and hedging.

Joseph Amendolara is a financial advisor with City Investment Advisors, Inc. in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with City Investment Advisors since 1998 and is also involved with related entities including City Capital Funding and City Financial Group. In addition to advisory services, he is engaged in mortgage services. City Investment Advisors, Inc. serves individual investors, trusts, estates, foundations, pension, and business clients with fee-based financial planning, investment consultation, and supervisory services. The firm employs a long-term Core + Satellite investment approach and offers a broader service mix including income tax preparation, mortgage services, and occasional pro bono workshops.

Michael Scavullo is a financial advisor with Solebury Asset Management LLC in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Summit Financial Group Inc., and Cetera Investment Advisers LLC. He is also licensed as an insurance agent and engages in insurance sales and advisory activities. Solebury Asset Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals and corporate clients, including pension and profit-sharing plans. The firm offers tailored portfolios that incorporate a range of investment strategies and serves as a wrap fee program sponsor with affiliations in insurance and brokerage channels.

Thomas Laessig is a financial advisor with Fidelity Federal Planning Corp. in Montgomeryville, PA. He holds the ChFC® and Series 63 designations and has 22 years of industry experience. In addition to his advisory role, he serves as general manager of 401K Data Warehouse, LLC, a software provider he helped establish in 2000. Fidelity Federal Planning Corp. provides investment advisory and portfolio management services to individuals, trusts, corporations, and qualified retirement plans, acting as a 3(21) ERISA fiduciary for plan clients. The firm manages a modest number of accounts and emphasizes a non-discretionary approach, allowing clients to implement or decline recommendations and retain proxy-voting authority.