Daniel Brian Smyth

Stephen De Cesare is a CFP® professional with 26 years of industry experience. He has been the principal of De Cesare Retirement Specialists since 2008 and previously worked at Triad Advisors, LLC for 12 years. In addition to his advisory role, he is an independent insurance broker. De Cesare Retirement Specialists provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combined quantitative and qualitative investment approach, including modern portfolio theory and technical analysis, and offers access to leveraged, inverse, and crypto-focused ETFs as well as third-party managers.

Michael Carey is a CFA charterholder and the sole advisor at Carey Investment Solutions LLC, an independent firm based in Philadelphia, PA. He has 13 years of industry experience and has led his firm since 2012. Carey Investment Solutions provides wealth management and discretionary portfolio management services to individuals and high-net-worth clients. The firm emphasizes fundamental analysis with a long-term investment horizon while employing active management and the occasional use of margin borrowing to optimize portfolio timing and allocations.

Matthew Conroy is a financial advisor at Conroy Capital LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Fortis Group Advisors, LPL Financial, and Prudential. Outside of finance, he is employed by Pro Football Focus. Conroy Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental and technical analysis, offering both long- and short-term trading strategies, and emphasizes fiduciary duties in managing retirement accounts.

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.

Brody Rosenfeld is a financial advisor with Foundation Financial Planning, LLC in Philadelphia, PA, holding a Series 65 designation and 10 years of industry experience. He previously worked at Twams Financial Planning, LLC and Green Mountain Energy. Foundation Financial Planning, LLC provides outsourced financial planning and modeling services exclusively to other advisory firms, focusing on data review, cash-flow and Monte Carlo modeling, and goals-based planning. The firm operates on a business-to-business model, offering fixed-fee and hourly engagements without managing assets or exercising investment discretion.

Logan Murray is a CFP® and Series 65 licensed advisor with nine years of industry experience. He is the principal and sole advisor at Pocket Project, where he has worked since 2020. Prior to that, he was with Brighton Jones and myCIO Wealth Partners, LLC. Pocket Project serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, hourly planning, and tax return preparation. The firm uses a Modern Portfolio Theory-based investment process centered on passive vehicles, strategic asset allocation, and periodic tactical adjustments, and it distinguishes itself through a subscription-style pricing model and a broad range of services within a single-advisor practice.