Shannon Mccue is a financial advisor at Philadelphia Investment Partners, LLC with 12 years of industry experience. She has held her current role since 2017 and previously worked at MyCIO WEALTH PARTNERS, LLC. Mccue holds a Series 66 designation. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, and institutional investors. The firm uses a top-down macroeconomic analysis combined with fundamental valuation and offers both diversified and customized investment strategies.

Mitchell Pinheiro is a CFA® charterholder with 41 years of industry experience. He is currently affiliated with Legacy Investment Advisors, LLC and Sturdivant & Co., Inc., where he has worked since 2019. His career includes roles at Costello Asset Management, Inc. and Wunderlich Securities, Inc. Legacy Investment Advisors provides discretionary portfolio management and financial planning to institutional and non-institutional clients, including pension plans. The firm employs a long-term, systematic investment approach centered on global macro quantitative analysis and fundamental research, with a focus on risk management and regular client reporting.

James Lynch is a CFP® and holds a Series 65 license with 36 years of experience at Lynch Investment Planning, LLC. He is based in Newtown Square, PA, and has been with the firm since its founding in 1990. Lynch Investment Planning, LLC provides comprehensive financial planning and investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients such as charitable organizations and retirement plan sponsors. The firm employs a strategic asset-allocation approach and offers additional services including standalone financial planning, tax return preparation, and retirement plan consulting.

Carol Scicchitano is a financial advisor with Philadelphia Partners Capital Management, LLC, holding a Series 63 designation and bringing 28 years of industry experience. She has worked at Boenning & Scattergood Inc., CV Brokerage, Inc., and Chapin Davis Investments prior to her current role. Philadelphia Partners Capital Management provides discretionary investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm focuses on fundamental analysis with an emphasis on large-cap growth equities, while incorporating mutual funds, ETFs, and tax considerations in portfolio construction.

Deep Patel is a financial advisor at GenRise Wealth Advisors LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at GenRise since 2014 and Advisors Asset Management, Inc. prior to that. GenRise Wealth Advisors LLC serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and standalone financial consulting. The firm focuses on fundamental analysis and strategic asset allocation, managing portfolios on a discretionary basis while incorporating client-imposed investment restrictions and offering features such as cryptocurrency ETF investments and hourly consulting.

Kent Addis is a financial advisor with Addis & Hill, Incorporated, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Addis & Hill since 2000. Outside of his advisory role, he is a partner and owner of A&H Properties, LLC, a business involved in the buying and selling of commercial and residential real estate. Addis & Hill provides comprehensive financial planning and discretionary investment management primarily to individuals, families, and trusts with investible assets ranging from the mid-six-figure to multi-million dollar levels. The firm employs a data-driven portfolio optimization approach using ETFs and individual bonds, supported by proprietary and third-party planning tools and collaboration with outside professionals.

Theodore Suleski is a financial advisor at Bluefin Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Money Management Financial Services LLC dba Bluefin Financial since 2017, as well as Securities America Advisors, Inc. since 2005. Outside of advisory work, he is involved as an owner in horse racing and is a partner in a real estate venture. Bluefin Financial serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $259 million across about 321 client relationships, offering portfolio management, pension and 401(k) consulting, and financial planning with investment strategies that include fundamental and technical analysis, as well as options trading.

Richard Hellberg is a ChFC® credentialed advisor with 48 years of industry experience, currently serving at Peteralexander. He has worked with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc, and has been with Peter Alexander & Co, Inc since 1991. Outside of his advisory role, he serves as chairman of the finance committee for St. Luke United Methodist and is involved in local political and charitable organizations, including serving as a Republican committeeman and a board member of Simpson Senior Services. He is also a contributing author on estate planning topics. Peteralexander primarily serves individuals, profit-sharing plans, trusts, and business entities by referring clients to third-party registered investment advisers and providing standalone financial planning and consulting services. The firm operates mainly as a solicitor and does not manage client securities directly, focusing instead on facilitating introductions and administering life insurance and annuity contracts.

Walter Mccormac is a financial advisor at Bluefin Financial with over 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Money Management Financial Services LLC, Securities America Advisors, Inc., and related entities since 2003. Outside of his advisory role, he serves as Chairperson on the Municipal Court of Audubon, New Jersey, Community Dispute Resolution Committee, where he volunteers on a mediation panel. Bluefin Financial serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, managing approximately $259 million across 321 client relationships. The firm offers portfolio management, pension/401(k) consulting, and financial planning, employing a variety of investment strategies and analytical approaches tailored to client goals and risk tolerances.

R. Christopher Wiegand is a CFA® charterholder based in Bryn Mawr, PA, with 21 years of industry experience. He has worked at Newbridge Wealth Management since 2014 and previously co-founded Bird & Wiegand Financial Services, where he was active for 12 years. Newbridge Wealth Management is an independent, fee-only registered investment adviser offering wealth consulting and portfolio management to individuals and various institutional clients. The firm employs a macro-tactical investment approach focused on asset-class allocation, combining index-tracking funds with selective active management and alternative asset classes, while serving a diverse client base that includes pension plans, corporations, and government entities.

Victor Tedesco is a ChFC® credentialed advisor with 44 years of industry experience, currently serving at Strategic Financial. He has been affiliated with Strategic Financial Advisors Corporation since 1987 and FSC Securities Corporation from 1987 to 2023. He also maintains ownership of a sole proprietorship focused on the sale of life insurance, long-term care, disability, and fixed annuity products. Strategic Financial serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and business owners, providing modular financial planning services that emphasize advice and planning rather than discretionary management. The firm uses a fixed-price and hourly billing model and offers a breadth of planning services including tax, retirement, estate, and business continuity planning.

Thomas Marrollo Sr. is a financial advisor with Apogee Financial Services Group, Inc., holding a Series 63 designation and over 43 years of industry experience. He has been with Apogee since 2008 and is also a registered representative at PTS Brokerage, LLC, where he has worked since 2005. Apogee Financial Services Group, Inc. provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with global diversification, primarily managing non-discretionary portfolios using mutual funds, ETFs, and individual securities.

Larry Peery is a financial advisor at Magnolia Private Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Cavria Advisors, LLC since 2016. Outside of his advisory role, Peery is a partner at FA Digital, LLC, a non-investment-related business. Magnolia Private Wealth is an SEC-registered advisory firm that manages approximately $225.7 million for around 159 clients. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and other entities, using a combination of fundamental and technical analysis to tailor portfolios to clients’ objectives and needs.

Christian Maisch is a financial advisor at Maisch Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked in financial services since 2015, including roles at Synergixx, LLC and as Client Services Manager at The Maisch Financial Group LLC. Maisch Financial Partners primarily serves individual and select institutional clients, offering financial planning, consulting, wealth management, and discretionary investment management. The firm emphasizes diversified, long-term, fundamentals-based portfolios and uses independent investment managers alongside third-party custody and technology providers.

David Lynch is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He founded Lynch Investment Planning, LLC, where he has worked for two years following prior roles at Wealth Enhancement Group and Hoover Financial Advisors. Lynch Investment Planning serves individuals, charitable organizations, and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting, and seasonal tax preparation. The firm employs a risk-based, diversified asset allocation approach and acts as an ERISA fiduciary for retirement plans, combining investment, tax, insurance, and consulting services.

Stephen Way is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. He has been with Setarcos Wealth Advisors LLC since 2014. Setarcos Wealth Advisors LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management alongside financial planning and consulting. The firm uses a customized, fundamental-analysis approach with a generally long-term orientation and offers planning services without separate charges to investment management clients.

John Capasso is a financial advisor with Capital Planning Associates, Incorporated, holding a Series 63 designation and 38 years of industry experience. He has worked with FSC Securities Corp and has been associated with Capital Planning Associates since 1991, also serving as president and CEO of Captive Planning Associates LLC since 2007. Capital Planning Associates serves business owners, high-net-worth individuals, and employer retirement plans with personalized investment counseling, portfolio monitoring, comprehensive financial planning, and pension consulting. The firm operates primarily on a non-discretionary basis and incorporates insurance and accounting services alongside its investment advisory offerings.

Kelly Bashore is a financial advisor at Addis & Hill, Incorporated with nine years of industry experience. She holds a Series 65 designation and has been with the firm since 2006. Addis & Hill, Incorporated provides comprehensive financial planning and discretionary investment management to individuals, families, and trusts, primarily serving clients with mid-six-figure to multi-million dollar investible assets. The firm uses a data-driven portfolio optimization approach focused on controlling volatility and reducing prolonged drawdowns, combining proprietary and third-party planning tools and collaborating with outside professionals for tax, legal, and insurance matters.

Burwell Hutchinson III is a CFP® professional with 21 years of industry experience, currently serving at Foundation Wealth Management, LLC since 2024. He previously worked for Integrated Wealth Advisors, LLC for 17 years. Outside of his advisory role, Hutchinson provides tax preparation and accounting services as a CPA through Integrated Tax and Business Services, LLC, and also serves as a notary public. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with comprehensive wealth management that integrates financial planning and discretionary investment management. The firm follows a fee-only model and manages portfolios using fundamental analysis across various asset classes, with most client assets managed on a discretionary basis.

Julie Purcell is a financial advisor at Wissahickon Wealth Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Wissahickon Wealth Management since 2017. In addition to her advisory role, she is involved with Vistar Media, a software company, where she manages administrative tasks and event logistics. Wissahickon Wealth Management LLC serves individuals, affiliated trusts, charitable organizations, and businesses with wealth planning, financial planning, and asset management services. The firm focuses on planning for major life transitions and offers discretionary investment management with a fundamental security-selection approach, managing approximately $51 million in assets for about 108 clients.