Daniel Baxter

Albert Dalby is a financial advisor with Vantage Advisors, LLC in Wayne, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including 23 years at Vanguard before joining Vantage Advisors in 2019. Vantage Advisors provides financial planning and consulting services to individuals, high-net-worth clients, trusts, small business owners, employer-sponsored retirement plans, and nonprofit foundations. The firm utilizes fundamental analysis, modern portfolio theory, and quantitative techniques to develop long-term investment strategies and offers advising on an hourly basis without discretionary trading authority or performance-based fees.

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.

Eric Tornoe is a financial advisor at Acadia Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Pfizer Inc. for 26 years before joining Acadia in 2019. His background also includes a brief tenure at Randstat Sourcing in 2019. Acadia Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, focusing on a small and concentrated client roster. The firm employs a blend of cyclical, fundamental, and quantitative analysis across equity-focused portfolios, using a variety of long-term, short-term, and options strategies.

Atul Varma is a CFA® charterholder and the founder of Burnett Lane Advisors, LLC, where he has worked since 2025. He previously held roles at Hamilton Lane and BNY Mellon, accumulating over a decade of experience in institutional finance. Outside of his advisory work, he is the founder and managing member of Care Home Health, LLC, a non-medical home care agency serving seniors and disabled individuals. Burnett Lane Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, estates, retirement accounts, charitable organizations, and small institutions. The firm employs a quantitative, performance-focused, long-term investment approach, utilizing equities, ETFs, and index-based instruments, and offers integrated financial planning alongside portfolio management.

Jonathan Monroe is a financial advisor at New Wave Financial LLC in Collegeville, PA, with 10 years of industry experience. He holds the Series 66 designation and has prior work experience at SEI Investments, The Trade Desk, Amazon, and currently Viant Technology Inc, where he is a Senior Account Director supporting clients in advertising technology. New Wave Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients, offering customized investment policy statements and discretionary trading authority. The firm employs a variety of analytical methods to guide asset allocation and investment selection and collaborates with SEI Private Trust Company for managed account solutions.

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.