Adam Varrenti III is a financial advisor with Legacy Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. He has been associated with Legacy Advisory Services and Legacy Wealth Management since 2008 and has worked at Fortune Financial Services, Inc. since 2018. Legacy Advisory Services provides discretionary investment supervisory and portfolio management services along with financial planning to individuals—including both high-net-worth and non-HNW clients—as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach focused on risk-adjusted returns and invests across a broad range of instruments, generally managing accounts on a discretionary basis.

Brian Talbott is a CFP® with 23 years of industry experience. He is currently with OLIO Financial Planning, where he has worked for five years, and previously spent 18 years at THE Vanguard Group. Talbott owns Talbott Bookkeeping Services, which provides general bookkeeping and financial organization services. OLIO Financial Planning serves individual clients across various wealth segments, retirement plans, nonprofits, and corporations, managing approximately $600 million. The firm offers comprehensive financial planning, investment consultation, and portfolio management, employing a buy-and-hold core-and-satellite investment approach using ETFs, mutual funds, and selected securities.

Steve Maconi is a Series 63-licensed financial advisor with 43 years of industry experience. He has worked at Merrill, Bank of America, Wyeth Private Wealth, and Purshe Kaplan Sterling Investments before joining Brandywine Oak Private Wealth LLC, where he has been since 2018. In addition to his advisory role, he is also involved in providing fixed annuity business through his insurance agent activities. Brandywine Oak Private Wealth serves individuals, trusts, estates, corporations, and other entities, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs a goal-oriented investment approach focused on low-cost, broadly diversified ETFs, tax minimization, and behavioral finance principles, and it offers a range of portfolio management options including model portfolios and separately managed accounts.

Mark Jackson is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Brandywine Oak Private Wealth LLC since 2018 and has prior experience at Purshe Kaplan Sterling Investments, Merrill, Bank of America, and Wyeth Private Wealth. He is also a licensed independent insurance agent. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, combining financial planning and wealth management with a goal-oriented investment approach focused on low-cost, diversified ETF allocations, tax minimization, and behavioral finance principles. The firm also offers a range of investment strategies, including model portfolios, separately managed accounts, and borrowing strategies, and provides performance-based fee arrangements for qualified clients.

Bruce Kardon is a Series 65-licensed advisor with Conservest Capital Advisors Inc, based in Wynnewood, PA. He has 32 years of industry experience and has been with Conservest since 1993. In addition to his advisory role, he has been involved with Kardon Industries, Inc. since 1977. Conservest Capital Advisors provides fee-only portfolio management and financial planning services to individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies based on macroeconomic analysis and scenario planning, focusing on long-term, low-turnover portfolios using ETFs, no-load mutual funds, and individually selected bonds.

Mark Powers is a financial advisor at WealthPlan Investment Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Inc, Vizionary Wealth Management, and LPL Financial. Outside of his financial career, he serves as a deacon and song leader at Calvary Baptist Church in New Jersey. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 professionals managing over $2 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, and institutions, employing model-based investment strategies across multiple asset classes and offering both discretionary and consulting services.

Nathan Daniel is a financial advisor at Market Street Wealth Management with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Vanguard and Concentra. Nathan also participates in the sale of life and health insurance as part of his role at Market Street. 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 external managers. The firm employs a fundamentals-driven, long-term investment approach, utilizing diversified portfolios with mutual funds, ETFs, individual equities, and bonds tailored to client goals.

Thomas Ervin is a CFP® professional with 11 years of industry experience. He is currently affiliated with Diversified, LLC and has previously worked at Purshe Kaplan Sterling Investments and Securities Service Network, Inc. In addition to his advisory role, he is a licensed insurance agent. Diversified, LLC provides investment advice and financial planning services to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, portfolio management, and retirement plan advisory, utilizing a two-phase planning process and a range of third-party managers and platforms tailored to clients’ objectives and risk tolerances.

Benjamin Bruton is a financial advisor at Bruton Chisnell Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Valmark Securities since 2005 and Bruton Financial Advisors from 2004 to 2018. Outside of his advisory role, he serves in leadership and fundraising positions with the Simpson Senior Services Foundation and the Simpson Meadows Community Advisory Council. Bruton Chisnell Advisors serves individual and institutional clients, offering financial planning, consulting, and investment management. The firm’s investment approach focuses on fundamental analysis and individualized asset allocation, utilizing Independent Managers, mutual funds, ETFs, and individual securities with ongoing account monitoring.

Brendan Moleski is a financial advisor at Conservest Capital Advisors Inc with 13 years of industry experience. He holds the Series 66 designation and has been with Conservest since 2015. Conservest Capital Advisors provides fee-only portfolio management and financial planning services for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm uses a customized, interview-driven investment process that emphasizes long-term, low-turnover portfolios with broad equity exposure and individually selected bonds, managing approximately $1.7 billion in discretionary assets across six advisors.

Ryan Bonner is a financial advisor at Grey Fox Wealth Advisors, LLC, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Johnson & Johnson, Villanova University, and PricewaterhouseCoopers, LLP. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages approximately $699 million in assets and provides discretionary investment management, comprehensive financial planning, and retirement plan consulting, using customized portfolios that incorporate low-cost mutual funds, ETFs, individual securities, and alternatives based on multiple analysis methods.

Alison Dorsman is a CFP® with 20 years of industry experience, currently serving at Brandywine Oak Private Wealth LLC. Her prior experience includes roles at Merrill, Bank of America, and Purshe Kaplan Sterling Investments. She is also a co-owner and Co-CEO of Brandywine Oak Private Tax Advisory, providing operational support and collaborating with tax professionals. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, offering financial planning, consulting, and both discretionary and non-discretionary investment and wealth management. The firm employs a goal-oriented investment approach focused on low-cost, broadly diversified ETF core allocations, tax minimization, and behavioral finance principles.

David Levy is a CFP® certificant with 18 years of experience in the financial advisory industry. He is currently with Diversified, LLC, where he has worked since 2007, including time at affiliated entities, and previously held positions at Purshe Kaplan Sterling Financial and Securities Service Network. Outside of his advisory role, Levy is involved in managing an affiliated tax services firm, Diversified Tax, where he participates in business growth and decision-making. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process with tailored asset allocation strategies and utilizes third-party managers and platforms to support client portfolios, while also offering affiliated insurance and tax services.

Gerald Snyder is a financial advisor with Clariti Wealth Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Schiavi + Dattani since 2021 and was previously with Fidelity Brokerage Services LLC from 2011 to 2020. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profits, managing approximately $622 million in client assets. The firm offers integrated financial planning and investment management, utilizing diversified portfolios with a mix of active and passive strategies, and employs derivatives and alternative investments when suitable.

Matthew McCarter is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His previous roles include positions at Regal Investment Advisors, Regulus Financial Group, and Farmers Financial Solutions. Outside of advising, he is involved in college planning services as COO and owner of College Planning Network and Elite Collegiate Planning. Onyx Bridge Wealth Group advises individuals, trusts and estates, pension plans, and corporate clients with a focus on tailored asset management, financial planning, and retirement plan consulting. The firm employs a research-driven investment process utilizing both third-party analysis and proprietary models, and it offers a diverse range of investment options including ETFs, structured products, and specialized tax-managed strategies.

Justin Samson is a financial advisor at Dock Street Asset Management Inc. He holds a Series 65 credential and has two years of industry experience, including prior work at BNY Archer. His background also includes academic roles at Temple University and Bishop Shanahan High School. Dock Street Asset Management provides discretionary portfolio management primarily for individuals, pension, and trust accounts, customizing portfolios based on client objectives. The firm utilizes both fundamental and technical investment analysis and employs a range of strategies including option writing and margin loans.

David Lorine is a financial advisor at Conservest Capital Advisors Inc with 26 years of industry experience. He has been with Conservest Capital Advisors since 1999. He holds a Series 65 designation. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies based on in-depth client interviews and manages nearly $1.925 billion in discretionary assets across a compact team.

Eraldo Daja is a financial advisor at Key Financial, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Chase for five years. Key Financial, Inc. provides comprehensive financial planning and portfolio management services for individuals, pension plans, trusts, and charitable organizations. The firm focuses on long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs within a buy-and-hold strategy.

Elizabeth Miller is a financial advisor at Key Financial, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Financial since 2015. Miller also supports advisor Patricia Brennan as a Key Client Specialist, assisting with client services and account processing. Key Financial, Inc. provides comprehensive financial planning and portfolio management for individuals, pension plans, trusts, and other entities. The firm emphasizes long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, combining planning with ongoing portfolio monitoring and rebalancing through proprietary tools and custodial platforms.

Katherine Davis is a financial advisor at RiversEdge Advisors with nine years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at firms including Beacon Financial Services, LPL Financial, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory and emphasizes strategic asset allocations primarily using ETFs, with technology integrations and third-party managers as appropriate.