Dennis Perdue is a Series 65-licensed advisor with Westover Capital Advisors, LLC, based in Wilmington, DE, with four years of industry experience. He previously worked at Whisman Giordano & Associates, LLC and Master, Sidlow & Associates, P.A. Mr. Perdue is also a CPA who operates an accounting and tax preparation business outside of his advisory role. Westover Capital Advisors manages approximately $568.6 million for about 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary investment management, wealth advisory, and consulting services, integrating tax and accounting services through a formal affiliate relationship.

James Hall is a CFP® professional with 38 years of industry experience. He has been with Affinity Wealth Management LLC since 2018 and previously worked at Mercap Securities, LLC and Coastal Equities, Inc. Hall holds Series 63 and Series 65 licenses. Affinity Wealth Management LLC manages approximately $760 million for around 617 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term investment approach combining fundamental, technical, cyclical, and charting analysis to create customized portfolios across various asset classes.

Corey Mac Dougall is a financial advisor at Oakbourne Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oakbourne Advisors since 2021, following a six-year tenure at SEI Investments Distribution Co. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage client portfolios, typically on a discretionary basis, with ongoing monitoring and at least semi-annual reviews.

Luke Smith is a financial advisor at DT Investment Partners, LLC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining DT Investment Partners, he worked at FS Investment Solutions, FS Investments, and spent three years at Drexel University. DT Investment Partners provides investment management and financial planning services to a range of clients, including individuals, high-net-worth clients, pension plans, trusts, and municipalities. The firm employs an active management approach combining fundamental and technical analysis to adjust asset allocations across multiple asset classes.

Christopher Diederich is a financial advisor at Oakbourne Advisors with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Avenue 1 Advisors, and Cambridge Investment Research. Diederich also serves as Chairman of the Jeffrey S. Gaunt Scholarship Foundation. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs a mixed analytical approach and manages portfolios primarily on a discretionary basis, with ongoing monitoring and semi-annual reviews.

Michael Brennan is a CFP® professional with 13 years of industry experience. He is affiliated with Key Financial, Inc. and has worked at Royal Alliance since 2012. Key Financial, Inc. provides comprehensive financial planning and portfolio management services to individuals, pension plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified mutual funds and ETFs with a buy-and-hold strategy.

Alan Bates is a financial advisor at Hamilton-Bates Investment Research, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hamilton-Bates since 1998. Hamilton-Bates Investment Research, Inc. provides continuous asset management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs multiple analytic methods and offers both discretionary separate-account management and model-based programs.

Brian Thomson is a CFP® with five years of industry experience and has been with Affinity Wealth Management LLC since 2019. His prior work includes roles at Minnesota Life Insurance Company, Diamond State Financial Group, and Securian Financial Services Inc. He has also held positions outside finance, including work with the Lake Forest School District and Delaware State University. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, using a long-term, multi-strategy investment approach tailored through custom accounts or model portfolios.

Victoria Provost is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Planning Directions, Inc. dba Common Cents Planning and Commonwealth Financial Network since 2017. Outside of advisory work, she is involved in fixed insurance sales. Common Cents Planning serves individual and high-net-worth clients by providing investment management and comprehensive financial planning, managing approximately $542 million across about 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to build tailored portfolios, supported by ongoing reviews and reporting.

Kelly Doherty is a financial advisor at Market Street Wealth Management with 18 years of industry experience. She holds the Series 66 designation and has been with Market Street Wealth Management and USA Financial Securities Corporation since 2012. 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, utilizing diversified mutual funds and ETFs tailored to client objectives and risk tolerance.

John Buoni is a financial advisor at Sovereign Financial Group, Inc. in Wilmington, Delaware, holding the ChFC® designation and Series 66 license with 28 years of industry experience. He previously worked at Janney Montgomery Scott LLC for 17 years before joining Sovereign Financial Group in 2023. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm employs a long-term investment approach using diversified mutual funds and ETFs, complemented by tactical reallocations and independent managers, and operates the Align Alternative Access Fund for alternative strategies.

Shawn Keane is a CFP® professional with 24 years of experience in the financial industry. He has been with Smithbridge Asset Management, Inc. since 2016. In addition to his advisory role, Keane is an insurance agent licensed for life and health insurance. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm focuses on disciplined, fundamentally driven equity selection in large-cap U.S. companies, combined with diversified fixed income and tax-efficient management, offering both individualized account management and model portfolio solutions.

Kathleen Simolike is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Veery Capital, LLC and Purshe Kaplan Sterling Investments. Her prior experience includes roles at Cambridge Investment Research, Inc. and Dc Mac LLC. She is also an owner of two non-investment related real estate businesses in West Chester, PA. Veery Capital, LLC provides investment advisory and financial planning services to individuals, families, trusts, businesses, and retirement plans, managing approximately $802 million in client assets. The firm employs a modern portfolio theory-based investment process with strategic asset allocation primarily through ETFs, complemented by mutual funds, equities, and fixed income, and offers both discretionary and non-discretionary portfolio management.

Andrew Thrift is a CFP® and Series 66-licensed advisor with Market Street Wealth Management in West Chester, PA, with 10 years of industry experience. He has been with Market Street Wealth Management and USA Financial Securities since 2016 and previously worked at K.C.S.D. from 2005 to 2017. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to unaffiliated managers and private investment funds. The firm employs a fundamentals-driven, long-term investment approach with strategic asset allocation and supplements investment management with financial planning services, including a program tailored for younger investors.

Tyler Pugliese is a financial advisor at NewSquare Capital, LLC with a Series 65 designation and several years of industry experience, including roles at Creative Financial Group and West Chester University. He has been associated with NewSquare Capital since 2019. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients. The firm employs diversified, strategic asset allocation and partners with sub-advisors for specialized investment strategies while managing approximately $1.93 billion in client assets.

Matthew Ellis is a Certified Financial Planner (CFP®) with 18 years of experience in the financial services industry. He is a co-owner and president of Common Cents Planning, where he has been involved since 2015. Prior to this, he worked with Commonwealth Financial Network for over a decade. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning, managing approximately $542 million for around 450 clients. The firm emphasizes client-specific investment policies and fundamental analysis to create tailored portfolios, offering both discretionary and non-discretionary portfolio supervision with regular reporting.

Aidan Neuberger is a financial advisor at Grey Fox Wealth Advisors, LLC in Rockland, Delaware. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at Bryn Mawr Trust and has been affiliated with the University of Delaware since 2022. Grey Fox Wealth Advisors serves individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $699 million in client assets through a multidisciplinary team that employs customized model portfolios using low-cost mutual funds and ETFs, supported by academic, fundamental, and technical analysis.

Steven Hutchison is a financial advisor at RiversEdge Advisors with a Series 65 credential and three years of industry experience. Prior to joining RiversEdge, he spent 11 years at The Siegfried Group. He is also a partner at RiversEdge Business Services, a public accounting firm. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s approach is based on modern portfolio theory and utilizes ETFs, independent managers, and technology integrations to manage client strategies.

Mark Meloro is a financial advisor with Market Street Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Market Street Wealth Management since 2010 and is also associated with Market Street Financial Group and USA Financial Securities. Outside of advisory work, Meloro co-owns Market Street Tax Services, a tax preparation business operating during tax season. 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 emphasizes a long-term, fundamental analysis approach, utilizing diversified mutual funds and ETFs, and employs Fidelity’s automated platform with Geode as a sub-adviser for model management.

Johathan Williams is a financial advisor at Diversified, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Annuities, Inc. and PNC Bank. Diversified, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets. The firm offers a comprehensive financial planning process alongside discretionary and non-discretionary asset management, with tailored portfolios supported by third-party managers and technology platforms.