Ann Minnium is a CFP®-certified financial advisor with 16 years of industry experience. She has been the sole advisor at Concierge Financial Planning, LLC since 2009 and previously worked with the Athena Investment Club and Wardlaw-Hartridge School. Concierge Financial Planning, LLC is an independent, fee-only firm serving individuals—particularly those age 50 and older or nearing retirement—as well as trusts, small businesses, and charitable organizations. The firm provides customized financial planning and investment consultation through time-limited engagements, emphasizing long-term, buy-and-hold investment strategies using low-cost, tax-efficient funds. It offers educational workshops on financial topics, typically at no cost to participants.

John Oxley is a financial advisor with Oxley Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Prior to founding his current firm in 2018, he worked at USA Financial Securities Corporation and Freedom Financial Strategies. He is also a licensed insurance agent involved in life insurance and annuity sales. Oxley Capital Management provides financial planning and investment consulting primarily to individual and high-net-worth clients. The firm recommends unaffiliated third-party managers and focuses on planning and monitoring rather than discretionary asset management.

Steven Boorstein is a CFP® professional with 27 years of experience in the financial industry. He has been with RockCrest Financial LLC since 2016 and is also a principal of Nomad Rx LLC, a company involved in real estate management and publishing. His background includes healthcare services at Kennedy Memorial Hospital/Jefferson Health and independent insurance work. RockCrest Financial LLC is a fiduciary-registered advisory firm serving individual clients, families, trusts, and select business and charitable entities. The firm provides discretionary investment management, private-markets consulting focused on 1031 DSTs and Opportunity Zone investments, and comprehensive flat-fee financial planning that integrates investment management.

Richard Bertsch is a CFP® and Series 63 licensed financial advisor with 22 years of industry experience. He has been with Focus Wealth Advisors LLC since 2005. The firm offers financial planning, portfolio management, and consultative services to individuals, including high-net-worth clients, as well as institutional sponsors. Their investment approach is based on Modern Portfolio Theory and formal investment policy statements, utilizing asset-allocation driven portfolios with mutual funds and ETFs, regular rebalancing, and discretionary trading.

Aiden Boorstein is a CFP®-certified financial advisor at RockCrest Financial LLC with two years of industry experience. He has been with RockCrest since 2023 and has also worked independently since 2022. Prior to his advisory career, he worked for GrubHub and DoorDash from 2020 to 2022. RockCrest Financial is a fiduciary-registered advisory firm serving individuals, families, trusts, and select business and charitable entities. The firm offers discretionary investment management, private-markets investment consulting focusing on 1031 DSTs and Opportunity Zone investments, and a flat-fee comprehensive financial planning service integrating investment management.

Douglas Cakert is a CFP® professional with 10 years of industry experience. He has been with TC Financial Management Co. since 2013. TC Financial Management provides portfolio management and comprehensive financial planning to individual clients, including high-net-worth households, as well as trusts and estates. The firm employs a long-term, allocation-driven investment approach using primarily no-load mutual funds and ETFs, with ongoing financial planning integrated into its advisory services.

Jonathan Chesshire is a financial advisor with Clearbrook Investment Solutions LLC, holding a Series 65 designation and 10 years of industry experience. He has been with Clearbrook LLC since 2009 and also worked at Sindia Capital Advisers, LLC starting in 2025. Outside of advising, he serves as president of East Coast Residential Services, a property care company servicing Ocean City, NJ. Clearbrook Investment Solutions LLC provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high net worth individuals. The firm emphasizes manager selection and asset allocation through fundamental, technical, and cyclical analysis, and offers institutional-style reporting and oversight.

Matthew Eichert is a financial advisor with Market Street Wealth Management and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Market Street Wealth Management since 2011 and USA Financial Securities Corporation since 2005. Outside of advisory services, he is involved in tax planning and preparation for clients. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach based on fundamental analysis and manages approximately $715 million in client assets across a team of ten advisors.

Robert Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory, customizing portfolios according to client risk tolerances and goals, and offers a range of services including financial planning, consulting, portfolio management, and financial coaching.

Eric Sjolund is a financial advisor at Altitude Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Altitude Capital Management since 2015. He also operates Sjolund Financial Services, which he founded in 2003. In addition to advisory work, Sjolund is licensed as an insurance agent and dedicates up to 30% of his time to selling insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm’s approach is tailored to client goals and risk tolerance, offering discretionary portfolio management and consulting without account minimums.

Ralph Schellinger is a financial advisor with PTS Brokerage, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with PTS Brokerage since 2005. In addition to his advisory role, he works as an independent contractor selling life and health insurance products. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets and employs a multi-advisor team that utilizes both fundamental and technical analysis to tailor portfolios to client needs.

David Raymond is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Great Valley Advisor Group since 2015 and has also been associated with LPL Financial since 2014. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in assets and serving individual, high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management and comprehensive financial planning, utilizing both in-house and third-party strategies alongside ongoing portfolio monitoring and reviews.

Richard Callahan is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Great Valley Advisor Group, LLC. He has been with Great Valley since 2014 and has also worked at LPL Financial Corporation since 2008. In addition to his advisory work, he owns a CPA firm providing tax and accounting services. Great Valley Advisor Group manages approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management and financial planning, utilizing both in-house and third-party strategies with ongoing monitoring and annual reviews.

Timothy Pashley is a CFA® charterholder with 37 years of industry experience. He is currently affiliated with Madison Avenue Securities, LLC and Oxford Retirement Advisors. His prior roles include positions at Triad Hybrid Solutions, Summit Financial Group, and Cetera Investment Advisers. He is also the owner and president of PFS Capital Management, LLC. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Drew Nemeth is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Great Valley Advisor Group since 2014 and has been affiliated with Linsco Private Ledger since 2007. Nemeth also serves as an office manager for Doylestown Wealth Management, Inc. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, comprehensive financial planning, and access to third-party advisory programs and alternative investments.

Nichol Hoff is a wealth manager at Madison Avenue Securities, LLC with 23 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Hoff’s career includes roles at Oxford Retirement Advisors, Sturdy Financial Services, Raymond James Financial Services Advisors, and Cetera Investment Services. Outside of financial advising, she is an author and speaker on investment education, serves as a board member and president of the Dennis Township Board of Education, and works as a group fitness instructor at two fitness centers. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Robert Green Jr. is a Series 66 licensed financial advisor with 11 years of industry experience. He has worked at Capitol Securities Management, Inc. since 2020 and previously spent six years at Boenning & Scattergood. Capitol Securities Management serves individual, corporate, and charitable clients, including high-net-worth individuals, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm utilizes a variety of investment vehicles and programs, managing assets through separately managed accounts and third-party money managers.

Thomas Fitzpatrick is a CFP® and PFS™ with 18 years of experience in the financial services industry. He is currently affiliated with Madison Avenue Securities, LLC and Oxford Retirement Advisors. Fitzpatrick also serves as a CPA at Fitzpatrick, Bongiovanni & Kelly, P.C., where he performs tax preparation and financial planning. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, pension consulting, and college-savings services through multiple account platforms and programs.

Gregory Mallison is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Great Valley Advisor Group since 2014 and also maintains an affiliation with LPL Financial since 2008. Outside his advisory role, he is involved in a family partnership, Consanguinity Associates, which serves as a holding company for family assets. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, financial planning, and access to third-party advisory programs and alternative investments.

Joseph Fumo is a CFP® with 13 years of industry experience, currently serving at Capitol Securities Management, Inc. since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2011 to 2020. Outside of his advisory role, he owns a condominium rental business in Islamorada, Florida. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning and pension consulting. The firm manages assets through various programs and third-party managers, providing tailored investment approaches via discretionary and non-discretionary account management.