Jordan Goldstein is a financial advisor with 10 years of industry experience, currently associated with 1st Financial Investment, Inc. He holds credentials as a CPA and IT Auditor Manager and serves as a board member of 1st Financial Investments, Inc. Goldstein's prior work includes roles at Endo Pharmaceuticals, Inc., Delaware River Port Authority, and Clarivate, Inc., among others. He also operates JGold Consulting, LLC. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset-allocation approach combining passive index funds and ETFs with active managers, offering advice on a non-discretionary basis while monitoring outside money managers.

Guilian Dileonardo is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Liberty One Wealth Advisors since 2021 and previously at Bank of America and Merrill from 2017 to 2021. He is also the Managing Director of Liberty One Private Risk, an insurance agency serving clients in Philadelphia. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and some institutions. The firm employs a goals-based planning process and utilizes an asset-allocation framework focused on exchange-traded funds with systematic rebalancing and offers unique strategies such as long-short direct indexing and alternative assets for suitable clients.

Fan Feng is a CFP® with eight years of industry experience, currently serving at Liberty One Wealth Advisors since 2021. Prior to this, Fan worked at Bank of America, Merrill, Citizens Securities, Citizens Bank, Chubb Insurance, Gilbane Building Company, and Drexel University. Fan is a member of the Drexel University Alumni Board of Governance and is a co-trustee of a family irrevocable trust. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and some institutions. The firm follows a goals-based planning approach using an asset-allocation framework focused on exchange-traded funds, with systematic rebalancing and additional strategies including long-short direct indexing and alternative assets for suitable clients.

Peter Toscani is a CFP® and CFA® with seven years of experience in the financial advisory industry. He has worked at Mitchell Sinkler & Starr since 2019 and previously spent three years at Chartwell Investment Partners. Mitchell Sinkler & Starr serves high-net-worth individuals, families, estates, trusts, endowments, and foundations, employing a long-term, goal-based investment approach that integrates top-down macro analysis with bottom-up fundamental research to build portfolios focused on high-quality equities, bonds, and ETFs. The firm primarily offers consultative, non-discretionary advisory services with a minimum $2 million account size.

David Koehler is a CFP® with 10 years of industry experience, currently serving at Eagle Wealth Strategies. He previously worked at Janney Montgomery Scott for six years and held roles at Raymond James Financial Services before joining his current firm. Koehler is a board member of the South Jersey Young Professionals Associates, a nonprofit organization supporting local charities. Eagle Wealth Strategies is a fee-based, SEC-registered investment adviser that provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach using model portfolios with primarily low-cost mutual funds, ETFs, and individual equities, supplemented by bonds, alternative investments, and structured products, while also engaging an independent third-party consultant for portfolio research.

Lillia Smith is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with RTD Financial Advisors Inc and previously worked at Corient and Radnor Financial Advisors, among other firms. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. The firm focuses on life-centered financial planning, personalized investment management, and fiduciary consulting, utilizing an asset-allocation driven approach with ongoing monitoring and tax-aware management.

James Whalen is a Certified Financial Planner® with 10 years of industry experience. He has worked at Cypress Financial Planning since 2025 and previously held roles at Dravo Bay, LLC dba Blue Rock Dravo Bay, Blue Rock Financial Group, Northwestern Mutual Investment Management, and BNY Mellon Advisors, Inc. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutions. The firm employs modern portfolio theory alongside fundamental and technical analysis, offering both discretionary and non-discretionary wealth management with specialized use of derivatives in separately managed accounts.

Michael Collins is a CFP® professional with 28 years of industry experience. He has been with Comprehensive Investment Management, LLC since 2005 and is also co-owner of Collins CPAs, an accounting firm providing tax preparation and accounting services to individuals and businesses. His work with Comprehensive Investment Management primarily involves tax preparation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base including high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified, long-term investment strategies combined with integrated tax planning.

Garret Desjardins is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience. He has worked at RTD Financial Advisors, Inc. since 2019 and previously spent five years at Compass Financial Solutions. RTD Financial Advisors serves individuals, families, and institutional clients, offering life-centered financial planning, personalized investment management, and fiduciary consulting for retirement plans and trusts. The firm employs an asset-allocation driven approach with ongoing monitoring, tax-aware management, and provides both discretionary and non-discretionary services.

Isaac Martin is a financial advisor at Members Wealth LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Rockefeller Capital Management and Wilmington Trust. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm focuses on fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, and individual securities, regularly monitoring and rebalancing portfolios to align with client goals.

Erin Mcclain is a CFP® professional with 13 years of industry experience, currently serving at Clark Asset Management, LLC. Prior to joining Clark Asset Management, she worked at The Vanguard Group, Inc. for five years and held various roles at firms including Coastal Wealth Management and Elite Consulting Partners. Outside of financial advising, she works part-time as a regional sales manager, supporting local businesses with credit card processing services. Clark Asset Management provides wealth management and comprehensive financial planning to individual and high-net-worth clients, emphasizing a passive investment approach using index mutual funds and ETFs. The firm serves clients with moderate to high planning complexity and uses a fixed flat-fee compensation structure not tied to assets under management.

Jacky Petit Homme is a CFP® professional with 13 years of experience in financial advisory roles. He currently works at Liberty One Wealth Advisors and has prior experience with Bank of America and Merrill. Outside of his advisory work, he serves on the advisory board for Big Brothers Big Sisters, assisting with volunteer recruitment and support. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and some institutions. The firm focuses on a goals-based planning process, using an asset-allocation framework centered on exchange-traded funds, systematic rebalancing, and alternative strategies for suitable clients.

Dane Czaplicki is a CFA® charterholder with 19 years of industry experience. He is currently with Members Wealth LLC and has held positions at firms including West Capital Management and Long Short Advisors. Outside of his advisory role, he manages a real estate rental business. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting, employing a fundamental, long-term investment approach with diversified portfolios tailored to client objectives and risk tolerance.

Howard Verfaillie Jr. is a financial advisor at Victory Wealth Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2023, alongside his long-term role at Victory Asset Management Co. Inc. since 1995. Outside of his advisory work, he is involved in non-investment business activities including co-ownership in a separate business entity. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach integrates momentum and fundamental analysis with quantitative screening and fiduciary scoring, offering discretionary and non-discretionary management across mutual funds, ETFs, and model allocations.

Andrew Johnston is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth CMT and Hightower Advisors. Johnston is currently affiliated with Victory Wealth Partners, a DBA for LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Julie Lesicki is a financial advisor at LUMINIST Capital, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Horter Investment Management, LLC and Directed Services LLC. Outside of her advisory role, she is involved with Safe Harbor Financial, where she manages marketing programs and business development initiatives. LUMINIST Capital provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis to manage client portfolios, typically on a discretionary basis, and offers tailored financial planning, portfolio management, and consulting services.

William Muller is a CFP® professional with over 31 years of experience in the financial services industry. He has been working with Commonwealth Financial Network and Planning Directions, Inc. dba Common Cents Planning since 2005. Muller is also a co-owner and CEO of Common Cents Planning, Inc. Common Cents Planning serves individual and high-net-worth clients by providing investment management and comprehensive financial planning services, including retirement plan and IRA advice. The firm manages approximately $542 million across 450 clients, emphasizing customized investment policy statements and fundamental analysis to create tailored portfolios.

Kyle Pettigrove is a financial advisor at Tanager Wealth Management with 10 years of industry experience. He holds the Series 65 designation and worked at Wiley Group from 2014 to 2016 before joining Tanager Wealth Management in 2016. Outside of advising, he is a partner at Crowded Castle Brewing Company, where he assists with marketing and distribution. Tanager Wealth Management serves individual and high-net-worth clients, trusts, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to independent investment managers. The firm uses an asset-allocation framework with fundamental analysis and actively manages accounts, including relationships with independent managers, with notable accommodations for a significant non-U.S. client base.

Philip Ranalli is a financial advisor with Wealth Management Associates, Inc. in Haddonfield, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Securities America Advisors and OSAIC before joining Wealth Management Associates. Ranalli operates a DBA, Pinnacle Capital Advisors, for his LLC and accounting purposes. Wealth Management Associates, Inc. provides financial planning, asset management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and institutions. The firm employs fundamental analysis and strategic asset allocation with a long-term focus and integrates accounting services through licensed CPA owners to coordinate investment and tax advice.

Mildred Louise Santos is a CFP® professional with 14 years of industry experience, currently serving at Common Cents Planning. Her work history includes roles at The Vanguard Group, PNC Investments, Santander Securities, and LPL Financial. Common Cents Planning advises individual and high-net-worth clients on 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 create tailored portfolios, providing both discretionary and non-discretionary supervision.