Kelly Bashore is a financial advisor at Addis & Hill, Incorporated with nine years of industry experience. She holds a Series 65 designation and has been with the firm since 2006. Addis & Hill, Incorporated provides comprehensive financial planning and discretionary investment management to individuals, families, and trusts, primarily serving clients with mid-six-figure to multi-million dollar investible assets. The firm uses a data-driven portfolio optimization approach focused on controlling volatility and reducing prolonged drawdowns, combining proprietary and third-party planning tools and collaborating with outside professionals for tax, legal, and insurance matters.

Burwell Hutchinson III is a CFP® professional with 21 years of industry experience, currently serving at Foundation Wealth Management, LLC since 2024. He previously worked for Integrated Wealth Advisors, LLC for 17 years. Outside of his advisory role, Hutchinson provides tax preparation and accounting services as a CPA through Integrated Tax and Business Services, LLC, and also serves as a notary public. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with comprehensive wealth management that integrates financial planning and discretionary investment management. The firm follows a fee-only model and manages portfolios using fundamental analysis across various asset classes, with most client assets managed on a discretionary basis.

Matthew Obrien is a financial advisor at O'Brien Greene & Co Inc with 11 years of industry experience. He holds a Series 65 designation and has been with O'Brien Greene & Co Inc since 2012. O’Brien Greene serves high-net-worth individuals, families, trusts, charities, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a long-term buy-and-hold investment approach, constructing diversified equity portfolios typically consisting of about 25 individual stocks with historically low turnover, while also managing fixed income and utilizing ETFs, REITs, and high-yield bonds to meet client needs.

Mark Obrien is a financial advisor at O'Brien Greene & Co Inc with 34 years of industry experience. He holds a Series 63 designation and has been affiliated with O'Brien Greene & Co. since 1987. O'Brien Greene serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with diversified sector exposure and low turnover.

Todd Keating is a financial advisor with Parvin Asset Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Citizens Financial Group, Inc. for 10 years before joining Parvin Asset Management in 2022. Parvin Asset Management provides discretionary portfolio management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, corporations, small businesses, and investment companies. The firm employs a fundamentally driven, value-oriented investment process supported by quantitative screens and third-party research, offering a range of strategies including long-only equity, hedged equity with option contracts, fixed income, and selective private equity.

Michael Lynch is a CFP® with eight years of industry experience and serves as a financial advisor at Lynch Investment Planning, LLC. He has been with the firm since 2018 and also serves as an Army Reserve Officer, supervising and training personnel. Lynch Investment Planning serves individuals, charitable organizations, and employer-sponsored retirement plans by providing investment management, financial planning, pension consulting, and tax preparation services. The firm employs a risk-based, diversified asset allocation approach and acts as an ERISA fiduciary when advising retirement plans.

Andrew Cooper is a CFP® with eight years of industry experience, currently serving as an advisor at Cooper Eagle, LLC since 2021. He previously worked at The Vanguard Group, Inc. from 2001 to 2021. In addition to his advisory role, he provides tax preparation services on a limited basis. Cooper Eagle, LLC offers discretionary and non-discretionary portfolio management and comprehensive wealth management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, with tailored financial planning and retirement plan advisory services.

Paul Laviola is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC since 2013. He also teaches a personal finance course as a non-tenure track instructor at Temple University. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with ongoing wealth management that combines financial planning and discretionary investment management across retirement, estate, tax, and cash-management matters. The firm follows a fee-only model and employs tailored, goals-based portfolios using fundamental analysis and a mix of individual equities, bonds, mutual funds, and ETFs.

Justin Hill is a financial advisor with Addis & Hill, Incorporated, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Addis & Hill since 2000. Outside of his advisory role, Hill is a partner and owner of A&H Properties, LLC, involved in the buying and selling of commercial and residential real estate. Addis & Hill, Incorporated provides comprehensive financial planning and discretionary investment management primarily to individuals, families, and trusts with investible assets ranging from the mid-six-figure to multi-million dollar levels. The firm employs a data-driven portfolio optimization approach using exchange-traded funds and individual bonds, supported by proprietary and third-party planning software, and collaborates with external professionals for tax, legal, and insurance matters.

John Aneser is a financial advisor at Barnstone Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Barnstone Advisors, he worked at Furman University for five years and taught at Conestoga High School for four years. Barnstone Advisors is a small, privately owned registered investment adviser managing over $200 million for a concentrated client base that includes individuals, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, using model portfolios tailored to client-specific factors and employing a mix of fundamental analysis, charting, and modern portfolio theory.

Matthew Welsh is a Certified Financial Planner® with 18 years of experience and has been the principal advisor at Godshalk Welsh Capital Management, Inc. since 2008. He holds Series 63 and Series 65 licenses and operates from Radnor, PA. Godshalk Welsh Capital Management provides discretionary investment management and standalone financial planning services to individuals, high net worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $275.5 million in assets and employs a single-advisor structure, tailoring portfolios through a combination of fundamental, technical, cyclical, and charting analysis.

Kraig Null is a financial advisor with Wealthcare Solutions, LLC in Radnor, PA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Wealthcare Solutions since 2002. In addition to his advisory role, he consults to CPAs through an affiliated investment-related account practice. Wealthcare Solutions provides comprehensive financial planning and personal wealth management primarily to individual clients, including business owners and professionals, utilizing a proprietary blend of fundamental, technical, and cyclical analysis across diversified model portfolios. The firm also offers subscription-based financial planning, discretionary and non-discretionary portfolio management, and is notable for its advisory role on insurance and annuity products.

Carol Bradley is a financial advisor at Private Wealth Management, LLC with 20 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Charles Schwab and Charles Schwab Bank for over two decades. In addition to her advisory role, she operates a separate tax-preparation business. Private Wealth Management, LLC serves primarily individual and high-net-worth clients by providing ongoing portfolio management through tailored Investment Policy Statements. The firm manages approximately $75 million in discretionary assets, employing fundamental and technical analysis along with long-term trading and options strategies, while managing all assets in-house.

Kevin Manning is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Stone Pine Financial Partners since 2013. Outside of his advisory role, Manning is active as a licensed insurance agent and consultant, selling a range of life, health, disability, annuities, and long-term care insurance products. Stone Pine Financial Partners serves individuals near retirement or recently retired, as well as select trusts and estates, providing comprehensive wealth management that includes portfolio management and financial planning. The firm uses a strategic, passive-oriented investment approach focused on global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting.

Myriah Lipke is a CFP® professional with eight years at Stone Pine Financial Partners and a total of five years in the financial industry. Prior to joining Stone Pine, she worked at Temple University for 12 years. Stone Pine Financial Partners primarily serves individuals near retirement or recently retired, along with select trusts and estates, offering comprehensive wealth management through strategic, passive-oriented portfolio management combined with financial planning. The firm emphasizes global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting within a small, four-advisor team managing over $250 million in assets.

Angela Bean is a financial advisor with Chartered Advisory Group in Chadds Ford, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Chartered Advisory Group since 2011 and previously at Securities America Inc. from 2006 to 2023. Chartered Advisory Group provides personalized financial planning and asset management to individuals, trusts, broker-dealer customers, and other business entities. The firm employs both fundamental and technical analysis with strategies ranging from long-term purchases to short-term trading, primarily focused on ETFs and mutual funds, and manages accounts according to each client’s financial situation and risk tolerance.

Jacob Weaver is a financial advisor at Benchmark Financial, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at Lau Associates LLC from 2016 to 2019. Benchmark Financial, LLC is a registered investment adviser that serves individuals, including high net-worth clients, charitable organizations, and businesses. The firm focuses on passive portfolio construction using index mutual funds, ETFs, U.S. government bonds, and other fixed income instruments, with client plans tailored to goals, risk tolerance, and tax considerations.

David Summers is a financial advisor at Eagle Investment Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Eagle Investment Advisors since 2006. Eagle Investment Advisors provides discretionary and limited non-discretionary portfolio management and financial advice to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm focuses on developing personalized investment policies and broadly diversified portfolios, monitoring accounts regularly, and acting as a fiduciary for retirement plan and IRA clients.

Abigail Schmid is a CFP® professional with two years of industry experience, currently serving at Stone Pine Financial Partners. Prior to joining Stone Pine, she worked at Waypoint Financial, LLC, and has experience in healthcare and academic settings at Penn Medicine and Temple University. Stone Pine Financial Partners serves primarily individuals near retirement or recently retired, as well as select trusts and estates, offering comprehensive wealth management focused on retirement projections, distribution strategies, and cash flow analysis. The firm employs a strategic, passive-oriented investment approach with global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting, managing client portfolios on a discretionary basis.

Mary Bonfini is a financial advisor with Steven G. Blum and Associates, LLC, based in Swarthmore, PA, with 15 years of industry experience. She has been with the firm since 2004. Steven G. Blum and Associates is an SEC-registered investment adviser serving individuals, families, pension and profit-sharing plans, estates, charitable organizations, and business entities. The firm provides integrated investment consulting and financial planning services with an investment approach centered on financial economics principles, broad diversification, tax efficiency, and low costs.