Jonathan Smith is a CFA® charterholder with 22 years of industry experience. He has been with DT Investment Partners, LLC since 2011. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tailor investment strategies according to client risk profiles.

Ciara Price is a financial advisor with Capital Analysts, holding the CFP® designation and Series 66 license, and has 13 years of industry experience. She has worked at Capital Analysts and Legacy Solutions, LLC, where she serves as Chief Operating Officer and Partner. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors, utilizing both discretionary in-house investment management and non-discretionary third-party managers.

Harold Hollinger is a financial advisor with M HOLDINGS SECURITIES, Inc. in Newark, Delaware, holding a Series 66 designation and 54 years of industry experience. He has been affiliated with Newton One Advisors and M HOLDINGS SECURITIES since 2000. Outside of his advisory role, he serves as CEO and principal of Newton One, LLC, which provides consulting, insurance, and trust administration services. M HOLDINGS SECURITIES, Inc. serves a wide range of clients—including individuals, retirement plans, charitable organizations, and businesses—through a nationwide network of independent firms and professionals. The firm offers advisory and brokerage services with an emphasis on suitability-based recommendations and ongoing portfolio monitoring.

Clay Kinnard is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Greenville Financial Group, Sagepoint Financial, and Securian Financial Services. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm builds portfolios tailored to client objectives and risk tolerance, regularly monitoring accounts and often delegating investment management to independent managers or turnkey asset management programs.

Daniel Danese is a CFP® professional with 40 years of experience in the financial services industry. He is currently affiliated with Capital Analysts and has held roles at Legacy Solutions, LLC, Lincoln Investment, and Legacy Solutions Incorporated. Danese is also involved in insurance sales related to risk management. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Daniel Foraker is a financial advisor with Realta Investment Advisors, Inc. in Wilmington, DE, holding Series 63 and Series 65 registrations and bringing 20 years of industry experience. His prior roles include positions at Morgan Stanley & Co., LLC and Capital One Investing, LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm uses individualized advice and diversified asset allocation strategies, offering portfolio management through in-house and third-party managers.

Cynthia Hewitt is a financial advisor at Snowden Capital Advisors LLC with 47 years of industry experience. Her prior work includes extensive tenures at Merrill Lynch and Bank of America. She serves on several nonprofit boards, including positions as treasurer for The Land Conservancy of Southern Chester County and Delaware Wild Lands, and is involved with Winterthur Museum and Gardens, the Tatnall School, Serviam Academy, and the Library of American Landscape History. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering discretionary and non-discretionary portfolio management, investment consulting, and other advisory services. The firm combines multi-team scale with institutional capabilities and utilizes a range of investment tools and third-party managers.

Frederick Crowley Jr. is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. He previously led Crowley Wealth Management, Inc. for 44 years. Outside of his financial advisory work, he owns and operates The Crowley Law Firm, LLC, specializing in estate planning and administration. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, utilizing a goals-based, client-centered planning process combined with an evidence-based investment framework that incorporates behavioral economics and proprietary quantitative measures.

Lucinda Peterson is a CFP® professional with 17 years of industry experience. She is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates LLC, Bryn Mawr Trust Company, and WSFS. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment solutions using a variety of vehicles including independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other registered advisers.

David Balint is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and 65 licenses and four years of industry experience. His prior roles include positions at LPL Financial, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of financial services, he has worked in landscaping and plowing with Davey Tree Expert Company. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers to tailor portfolios according to client objectives.

Milan Winters is a financial advisor with AssuredPartners Investment Advisors, holding Series 63 and 65 licenses and bringing 14 years of industry experience. Prior to joining AssuredPartners Investment Advisors in 2024, he worked at Lighthouse Financial Wealth Management, LLC for 13 years. In addition to his advisory role, he has worked as an independent insurance agent since 2011. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management with model and custom portfolios.

Jeffrey Hall is a CFP® professional with 21 years of experience in financial advising. He is associated with Capital Analysts and has held roles at Legacy Solutions, LLC and Lincoln Investment. Hall serves as vice-president of the Cornerstone Study Group and is a board member of the Downingtown Area Chamber of Commerce. Capital Analysts serves individual and institutional clients, including high-net-worth investors, trusts, and charitable organizations, offering portfolio management, custom model portfolios, third-party manager access, and retirement-plan advice. The firm combines discretionary investment management through an in-house team with non-discretionary services via advisors and third parties, supporting its offerings with proprietary screening tools and institutional relationships.

Marcel Pfister is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Goldman Sachs & Co. and SVB Wealth. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical approaches such as direct indexing and tax-loss harvesting to build risk-based model allocations tailored to client goals.

Debra Kriebel is a CFP® with 27 years of industry experience. She is currently with CW Advisors, LLC and previously worked at Pinnacle Advisory Group, Inc. for 25 years and Congress Wealth Management LLC for 5 years. She is also a partner at Waypoint Consulting Group, a non-investment-related business based in Columbia, MD. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach with active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group.

Keandre Buckham is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and beginning his advisory career in 2026. Prior to entering the financial industry, he held various positions across different sectors, including logistics and food services. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Seth Dadds is a CFA® charterholder with 18 years of experience in the financial industry. He is currently with Bryn Mawr Trust Advisors, LLC and previously worked at Cypress Capital Management, which merged into Bryn Mawr in 2023. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policy statements and diversified portfolios using a range of managers and products, including ESG strategies through third-party providers, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Charles Welde is a CFP® with 22 years of industry experience, currently serving at Prosperity Capital Advisors since 2011. He is also the owner of The CP Welde Group, a tax planning and fixed insurance planning firm he has operated since 1984. Additionally, he is a General Partner with the Castle Rock Life Settlements Fund. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach incorporating core risk-based portfolios, specialized strategies, and access to private and alternative investments.

Mark Singer Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Unum for six years before joining Newton One Advisors, where he has been active since 2020. Outside of his advisory role, he acts as a registered representative and advisor for Newton One, LLC, focusing on insurance and investment advisory services. M HOLDINGS SECURITIES, Inc. serves a diverse clientele including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.

Jennifer Kirby is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Trinity Investment Advisors, LLC since 2012 and joined Alera Investment Advisors in 2025. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension consulting platforms in its service offerings.

Jeffrey Rollins is a financial advisor with Concorde Asset Management, LLC in Greenville, Delaware. He holds a Series 65 designation and has six years of industry experience. His prior work includes over a decade at Ashford Capital Management, Inc., and more recent roles at Converge Capital Partners Management, LLC and as a self-employed advisor. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios based on client objectives and risk tolerances, utilizing model portfolios and third-party strategists across various platforms.