Brent Zacok is a CFP® professional with four years of experience, currently serving at RTD Financial Advisors Inc in Philadelphia, PA. He has been with RTD Financial Advisors since 2015. RTD Financial Advisors serves individuals, families, and a variety of institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, with a focus on individualized investment policy statements and an asset-allocation driven approach.

Henry Schroeder is a CFP® with 20 years of industry experience, currently serving as an advisor at Kennedy Investment Group. He previously worked at Raymond James Financial Services and TIAA-CREF Individual & Institutional Services. Schroeder is also a board member advising on customer experience for Seton Hall University’s Business School certification programs. Kennedy Investment Group provides wealth management and financial planning to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis, employing a fundamentally driven, generally long-term investment approach with diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments.

Paul Snyder is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Securities America, Inc. and Osaic Wealth, Inc., spanning over two decades in the advisory field. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $647 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multidisciplinary approach that integrates accounting, brokerage, and insurance services.

Phillip Beckner Jr. is a CFA® charterholder with seven years of industry experience. He has been with Mitchell Sinkler & Starr since 2021 and previously worked at West Financial Services, Inc. from 2016 to 2021. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals, families, estates, trusts, endowments, and foundations. The firm employs a long-term, goal-based investment approach that combines top-down macro analysis with bottom-up fundamental research to construct diversified portfolios, focusing on consultative client relationships.

Christopher Klein is a CFP® and Series 66 license holder with seven years of experience in the financial services industry. He has worked at Liberty One Wealth Advisors since 2022 and previously held roles at Merrill and JPMorgan Chase. Christopher is based in Philadelphia, PA, and is part of a five-advisor team at Liberty One Wealth Advisors. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, as well as retirement accounts and some charitable and institutional clients. The firm’s investment approach focuses on goals-driven asset allocation using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.

Nicholas Carper is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, PA, where he has worked for 31 years. He is part of a seven-advisor team at the firm and brings over three decades of industry experience. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals and families, along with estates, trusts, endowments, and foundations. The firm employs a long-term, goal-based investment approach that combines macro analysis with fundamental research to build diversified portfolios, emphasizing consultative client relationships.

Kurt Ruoff is a CFP® and Series 66-licensed advisor with 16 years of industry experience. He has worked at Cypress Financial Planning since 2020 and previously spent nine years with Morgan Stanley Smith Barney and five years with Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member and treasurer for a youth hockey tournament organization. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth households, families, businesses, and charitable or institutional clients. The firm manages approximately $395 million in assets and employs a range of trading strategies, including derivatives and options, within tailored portfolios under both discretionary and non-discretionary management.

Lee Grout is a CFA® charterholder and holds a Series 65 license with over 25 years of experience in the financial advisory industry. He has been with NewSquare Capital, LLC since 2019 and previously worked at Chartwell Partners and The Killen Group. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm emphasizes diversified, strategic asset allocation using ETFs, equities, and fixed income, and offers specialized capabilities such as options overlay and direct indexing through sub-advisors.

Irene Giman is a CFP®, CFA®, and Series 63 licensed advisor with 14 years of industry experience. She has been with RTD Financial Advisors Inc since 2016 and is also involved with Power Wellness. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients, including pension plans and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs and tax-aware portfolio management.

David Armbruster is a CFP® with seven years of industry experience, currently serving at Cypress Financial Planning since 2018. Prior to joining Cypress, he worked for four years at William Paterson University of New Jersey. Cypress Financial Planning is a fee-only, SEC-registered advisory firm managing approximately $490 million in client assets. The firm offers financial planning, investment management, and retirement-plan consulting to individuals, families, businesses, and institutional plan sponsors, utilizing a tailored, holistic investment approach that includes advanced trading strategies uncommon among similar-sized teams.

Samantha Silberstein is a CFP® with eight years of industry experience and currently advises at Chicory Wealth, where she has worked since 2025. Her prior roles include positions at Motley Fool Wealth Management, XYPN Invest, and TIAA CREF Individual & Institutional Services. Silberstein also has experience with educational and student loan planning organizations. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering additional services such as tax preparation, estate planning assistance, and business consulting. The firm incorporates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics in its investment approach and supports other registered investment advisers with model portfolio services and operational support.

Christian Williams is a financial advisor at Medallion Wealth Advisors, LLC in Philadelphia, PA. He holds a Series 65 credential and has worked in the financial industry since 2019, including roles at The Michaels Organization and Berkadia. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, estates, retirement accounts, charitable organizations, and plan sponsors. The firm provides portfolio management, financial planning, pension consulting, and utilizes client-specific investment policies with a range of strategies including mutual funds, ETFs, and third-party managers.

Kate Poole is a financial advisor at Natural Investments with seven years of industry experience. She holds a Series 65 designation and has worked at Natural Investments since 2018, following prior roles at RSF Social Finance and Regenerative Finance. Natural Investments is a values-focused firm serving individual clients—including high-net-worth households—institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes asset-class diversification and long-term investment strategies primarily utilizing socially responsible funds and community investment instruments.

Harry Mccullough is a CFP® with 28 years of industry experience and has been with Comprehensive Investment Management, LLC since 2005. He is based in Philadelphia, PA, and holds the Series 63 designation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified allocations using primarily actively managed equity mutual funds with significant foreign exposure and index bond funds, following a long-term, low-turnover strategy integrated with tax planning through its team credentials.

Stuart Caplan is a financial advisor with Members Wealth LLC in Media, PA, holding a Series 65 credential and 10 years of industry experience. Prior to joining Members Wealth in 2024, he worked for APEX Financial Advisors, Inc. from 2011 to 2024. He serves as an advisory board member for the California NanoSystems Institute, providing advice on C-suite compensation and investor presentations. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting. The firm emphasizes fundamental analysis and a long-term investment approach, building diversified portfolios tailored to client objectives using low-cost mutual funds, ETFs, and other securities.

William Love Jr. is a CFP® professional at RTD Financial Advisors Inc with 21 years of industry experience. He has been with RTD Financial Advisors since 2018 and previously worked at The Marshall Financial Group, Inc. from 2006 to 2018. He serves as president of the Financial Planning Association Philadelphia Tri-State chapter and is also involved in professional coaching. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and specialized retirement-plan support.

Heather Mcmeekin is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Mitchell Sinkler & Starr since 2015. Mitchell Sinkler & Starr advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. The firm emphasizes a long-term, goal-based investment approach with a combination of macro analysis and fundamental research, serving a concentrated client base with mostly advisory, non-discretionary accounts.

Brian Collins is a CFP® professional with 28 years of industry experience. He is a co-owner of Collins CPAs, an accounting firm providing accounting and tax preparation services, and has been with Comprehensive Investment Management, LLC since 2005. His background includes extensive work in both financial advising and tax preparation. Comprehensive Investment Management, LLC serves a small client base of individuals, trusts, corporations, and retirement plans, managing approximately $43.8 million. The firm offers discretionary portfolio management and financial advisory services, emphasizing diversified, long-term investment strategies and integrating tax planning with investment management.

David Leone is a CFP® professional with 10 years of experience in financial advising. He is currently with Forefront and Calton & Associates, Inc., and has held prior roles at Halpern Financial, Pacific Life Insurance Company, and Jackson National Life Distributors, among others. He operates Leone & Company Wealth Management, a comprehensive financial planning business under the Forefront Advisor Network. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm offers discretionary portfolio management, financial planning across multiple areas, and utilizes third-party managers, with an emphasis on individualized investment policies and ongoing client reviews.

Jessica Ortega is a CFP® with 15 years of industry experience, currently serving as an advisor at Eagle Wealth Strategies. She previously worked at Raymond James Financial Services Advisors Inc. for over a decade. Outside of her advisory role, Ortega owns and operates Aerie Tax & Advisory, LLC, a tax and accounting services firm. Eagle Wealth Strategies is a SEC-registered advisory firm that serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with a focus on fundamental analysis and diversified model portfolios, supplemented by independent third-party investment consulting and tax services through its affiliated firm.