Evan Avgerinos is a financial advisor with Ellis Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ellis Investment Partners since 2012 and also serves as president of Valley Forge Consulting Group, Inc., an insurance sales business. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework and emphasizes diversification and tax-aware management, with a range of investment options and specialized ERISA retirement plan services.

Brendan Gilmore is a financial advisor with Almanack Investment Partners, holding a Series 66 designation and 16 years of industry experience. He has worked at Almanack since 2020 and previously held roles at Innovation Partners and MerCap Advisors, Inc. Gilmore serves as a board member overseeing the endowment of the National Liberty Museum, a charitable organization. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm utilizes model asset allocation portfolios that combine diversified, risk-conscious strategies across mutual funds, ETFs, and managed accounts, and it also manages adviser-led pooled vehicles and affiliated private funds.

James Meyer is a CFA® charterholder with 24 years of industry experience. He has been with Tower Bridge Advisors since 2001. The firm provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Tower Bridge Advisors employs a fundamental research-driven, strategic asset allocation approach across equities and fixed income, and actively manages private investment funds with sector-focused strategies.

Matthew Liebman is a CFA® charterholder with 21 years of industry experience. He is currently with Amplius Wealth Advisors and Amplius Asset Management, having previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. In addition to his advisory role, Liebman is an independent insurance agent focusing on fixed and traditional insurance products. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by offering discretionary portfolio management, financial planning, and access to fee-based insurance and third-party money managers. The firm customizes its advice to client objectives and leverages platform relationships and external managers to implement model portfolios and tailored solutions.

David Campbell is a financial advisor at Meridian Wealth Partners, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fulton Financial Corporation for ten years. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for around 707 clients through a team of ten advisors. The firm uses a long-term, evidence-based investment approach rooted in Modern Portfolio Theory and the Efficient Market Hypothesis, offering customized portfolio management and comprehensive financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and corporations.

David Gotwals is a financial advisor at IVC Wealth Advisors LLC with 25 years of industry experience. He holds the ChFC® designation and has worked at Kestra Advisory Services LLC and Kestra Investment Services LLC before joining IVC Wealth Advisors in 2014. Outside of advising, he is involved with Clear Employer Services, a professional employer organization providing HR services to small businesses. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $455 million using a tailored investment approach that incorporates fundamental, quantitative, and modern portfolio theory analyses alongside automated asset allocation and tax management strategies.

Elizabeth Shamir is a CFA® charterholder with 20 years of industry experience. She is a financial advisor at Certior Financial Group, LLC, where she has worked since 2017. Prior to joining Certior, she held roles at Mutual Securities, Inc., VOYA Financial Advisors, and Financial Independence Planning, LLC. Shamir serves on the investment committee of Congregation Beth Or and is a board member of Tikvah AJMI, a charity focused on improving the quality of life for adults with mental illness. Certior Financial Group provides personalized financial planning and asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a multi-disciplined, client-tailored investment approach that combines active and passive strategies and emphasizes downside risk mitigation.

Kristen Barker is a CFP® professional with six years of industry experience. She is currently with Q3 Advisors, LLC, having previously worked at several firms including Thrive Wealth Management, Milestone Financial Associates, and Wescott Financial Advisory Group. Q3 Advisors provides financial planning and tax-focused consulting services to individuals through various packaged programs, emphasizing planning-level recommendations without offering investment management or discretionary authority. The firm operates entirely on fixed-fee engagements and collaborates with independent CPA firms for tax preparation.

Brock Hewitt is a CFP® professional at Wellfull with three years of industry experience. He has worked at multiple firms, including Bernardo Wealth Planning, Cambridge Investment Research, Cetera, and Commonwealth Financial Network. His background also includes roles outside finance, such as positions at Liberty University and Plumstead Christian School. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm uses a client-centered financial planning approach to guide investment management and offers model-based asset allocation combined with multiple analysis methods and access to private investment vehicles.

Christi Bender is a financial advisor at Vermillion & White Wealth Management Group with 11 years of industry experience. She has been with Vermillion & White since 2014 and is also a certified public accountant running her own tax and small business accounting practice since 2010. In addition to her advisory role, she holds a Pennsylvania insurance producer license and dedicates a limited amount of time to insurance-related activities. Vermillion & White Wealth Management Group serves individuals, institutions, and various types of plans and organizations, managing approximately $231 million across several hundred accounts. The firm offers portfolio management, comprehensive financial planning, and pension consulting, focusing on aligning investments with clients’ risk tolerance, time horizon, and objectives through a disciplined process that includes asset allocation, diversification, and regular rebalancing.

Rose De Frank is a CFP® professional with six years at WealthFD and two years of industry experience. Prior to joining WealthFD, she held roles at Target and Saint Joseph’s University. WealthFD provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plan sponsors, using a combination of fundamental, quantitative, and modern portfolio theory approaches. The firm integrates tax and accounting capabilities alongside portfolio management, offering a coordinated service model that includes personal and business tax planning.

Anthony Mccracken Jr. is a CFP® professional with 15 years of experience in the financial industry. He is currently a member of the team at Alden Capital and has worked previously at Northwestern Mutual Wealth Management Company and William Borchert. Outside of his advisory role, he is the sole owner of Fortress Financial Services LLC and serves as Managing Director of Qualified Plans at Newcleus. Alden Capital Management serves a diverse client base including individuals, retirement plans, non-profits, registered investment advisers, and pooled investment vehicles, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing a combination of proprietary asset allocation strategies, third-party managers, and model portfolios delivered through its Alden COVE platform.

Karen Van Horn is a financial advisor at Alden Capital with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services and Oppenheimer & Co. Van Horn serves as Chief Risk Officer for Alden Investment Group and Chief Compliance Officer for Equalize Capital. Alden Capital Management serves individual clients, retirement plans, non-profit entities, registered investment advisers, and pooled investment vehicles, managing approximately $1.5 billion in assets. The firm offers customized asset allocation using internally managed strategies, third-party managers, and model portfolios, supported by its Alden COVE platform for integrated reporting and account management.

David Lorditch is a CFP® professional with one year of experience, currently serving at Blue Bell Private Wealth Management, LLC. Prior to joining Blue Bell, he worked for nine years at Bryn Mawr Trust. Blue Bell Private Wealth Management offers discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, and estates. The firm’s investment approach includes exchange-traded funds, closed-end funds, structured investments, and options strategies, with ongoing portfolio management tailored to client objectives.

Ian Hoffman is a CFP® with 10 years of industry experience. He has worked at Thrive Wealth Management, LLC since 2023 and previously spent seven years at The Vanguard Group, Inc. Ian holds the Series 63 license. Thrive Wealth Management serves individuals—including high-net-worth clients—as well as retirement plan sponsors, charities, businesses, trusts, and estates. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and financial planning services, managing approximately $1.58 billion in client assets through a multi-advisor team.

Jonathan Allen is a financial advisor with Alden Investment Group, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC. He serves as treasurer of the Aircraft Square Club, a social organization in Doylestown, PA. Alden Investment Advisors provides portfolio management, retirement-plan advisory, and fee-only financial planning services to individuals, retirement plans, non-profits, other advisors, and pooled vehicles. The firm uses customized asset allocations that combine proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

Simon Crew is a financial advisor with Certior Financial Group, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Arkadios Wealth Advisors, Creative Capital Wealth Management Group, and Equitable Advisors, LLC. Certior Financial Group provides personalized financial planning and asset management services to individuals, pension plans, trusts, estates, corporations, and other business entities. The firm uses a multi-disciplined, client-tailored investment approach that combines active and passive vehicles and emphasizes downside risk mitigation.

David Peppard is a financial advisor at Baldwin Investment Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Baldwin Investment Management in 2026, he worked at Haverford Financial Services, Inc., Haverford Trust Securities, Inc., and The Haverford Trust Company from 2013 to 2026. Baldwin Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and access to private funds for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary quantitative stock-selection model to manage client portfolios and offers specialized strategies including separately managed accounts with features less common among peer teams.

Justin Thompson is a CFP® with three years of experience and is currently with Stillwater Capital Advisors, LLC. He previously worked at CapFinancial Partners, LLC (CAPTRUST) and Veritable, LP. Outside of his advisory role, he serves as Finance Chair and board member for the Willistown Conservation Trust and as Treasurer and board member for Radnor Hunt, a social club. Stillwater Capital Advisors serves individual and high-net-worth clients, pension and endowment plans, charitable organizations, and corporate accounts. The firm provides tailored investment advice and discretionary portfolio management, combining fundamental and cyclical analysis with strategic asset allocation and a preference for long-term holdings.

Steven Benjamin is a CFA® charterholder with 19 years of experience in the financial industry. He currently serves as executive vice president at Addison Capital and has prior experience with Nest Investments and Revl Capital Group. Benjamin is based in Conshohocken, PA, and holds a Series 63 license. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios across a broad range of instruments and manages over $1.1 billion in assets with a small advisory team.