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 with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at FS Investment Solutions, FS Investments, and Drexel University. DT Investment Partners provides discretionary and non-discretionary investment management and comprehensive financial planning for individuals, high-net-worth clients, pension plans, trusts, corporations, and other entities. The firm employs an active management approach combining fundamental and technical analysis to adjust asset allocation across various asset classes.

Christopher Diederich is a financial advisor at Oakbourne Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Cambridge Investment Research. Diederich serves as Chairman of the Jeffrey S. Gaunt Scholarship Foundation. Oakbourne Advisors provides investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, and business clients. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, and operates a multi-office platform serving clients through a team of eight advisors.

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 Common Cents Planning since 2017 in various roles and has prior experience with Commonwealth Financial Network. Victoria spends part of her professional time engaged 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 in assets for around 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to create tailored portfolios and offers both discretionary and non-discretionary portfolio supervision.

Kelly Doherty is a financial advisor at Market Street Wealth Management with 19 years of industry experience. She holds the Series 66 designation and has worked at USA Financial Securities Corporation and Market Street Wealth Management since 2012, following four years at Ameriprise. Market Street Wealth Management advises individual and high-net-worth clients through multiple advisory teams, providing financial planning, discretionary and non-discretionary portfolio management, retirement-plan advisory, and referrals to unaffiliated money managers and private investment funds. The firm emphasizes a fundamentals-driven, long-term investment approach and supplements portfolio management with dedicated financial planning services.

John Buoni is a financial advisor at Sovereign Financial Group, Inc. with 29 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Sovereign Financial Group in 2023, he worked at Janney Montgomery Scott for 17 years, PNC Wealth Management for 2 years, and J.J.B. Hilliard, W.L. Lyons, LLC for 1 year. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to a range of clients including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a primarily long-term, portfolio-focused investment approach that incorporates low-cost mutual funds and ETFs alongside individual securities, supported by fundamental and technical analysis with third-party AI tools.

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.

Michael Levy is a CFP® and Series 66-licensed advisor with 11 years of experience in the financial industry. He has worked at Clark Asset Management, LLC since 2023, with prior experience at RiversEdge Advisors, LLC and Ameriprise Financial. Clark Asset Management provides wealth management services to individual and high-net-worth clients, focusing on passive investment strategies using index funds and ETFs, along with comprehensive financial planning tailored to clients with moderate to high complexity. The firm employs a fixed flat-fee compensation model and utilizes third-party support for account implementation.

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 CFP® with 18 years of experience in financial advising. He is currently a co-owner and president at Common Cents Planning, where he has worked since 2015, including through its affiliation with Planning Directions, Inc. Ellis previously worked at Commonwealth Financial Network for four years. Common Cents Planning serves individual and high-net-worth clients, providing investment management and comprehensive financial planning. The firm manages approximately $542 million across 450 clients and emphasizes client-specific investment policy statements and fundamental analysis to build tailored portfolios.

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 at Market Street Wealth Management with 27 years of industry experience. He has been with Market Street Wealth Management since 2010 and holds Series 63 and Series 65 licenses. In addition to his advisory role, Meloro is co-owner of a tax preparation service that operates seasonally. 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 money managers. The firm employs a fundamentals-driven, long-term investment approach with diversified portfolios typically composed of mutual funds and ETFs.

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.

Maxwell Meloro is a Series 66-licensed advisor at Market Street Wealth Management in West Chester, PA, with one year of industry experience. His background includes roles at Market Street Financial Group and USA Financial Securities LLC, as well as prior experience outside finance. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes a fundamentals-driven, long-term investment approach supplemented by financial planning and operates within a broader affiliated business network including tax and insurance services.

Bryce Cleveland is a financial advisor at Grey Fox Wealth Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Grey Fox Wealth Advisors, he worked at KPMG LLP and has been the owner of Cleveland & Company, a CPA and accounting practice, since 2022. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm employs a model-based, customized investment approach that integrates fundamental and technical analysis to create diversified portfolios tailored to client objectives and risk tolerance.