Kevin Lake is a CFP® professional with 12 years of industry experience, currently serving at Common Cents Planning. His work history includes roles at Commonwealth Financial Network, MML Investors Services, MassMutual Life Insurance, New York Life Securities, Cumby, Spencer & Associates Financial Group, and Lincoln Financial Group. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning, managing approximately $542 million for around 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to create tailored portfolios, supported by routine reviews and custodial reporting.

Jonathan Kolle is a CFA® charterholder and Series 65 licensee with 27 years of industry experience. He has worked at Smithbridge Asset Management, Inc. since 1999 and is also affiliated with Financial Freedom Innovations, Ltd. He serves as President and CCO of Smithbridge Asset Management, LLC. Smithbridge Asset Management is an SEC-registered firm that provides financial planning and portfolio management services to individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm emphasizes disciplined, fundamentally driven equity selection focused on large-cap U.S. companies, complemented by diversified fixed income and other asset classes, and offers individualized account management as well as model portfolio solutions across multiple distribution channels.

Hans Lauzen is a financial advisor with Grey Fox Wealth Advisors, LLC and holds a Series 65 designation. He has two years of industry experience and has served in the United States Navy since 2011. 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 uses an academic, long-term oriented investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Jaime Cutter is a financial advisor at RiversEdge Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for seven years and Discover Financial Services for two years. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm’s approach is based on modern portfolio theory, utilizing strategic asset allocations primarily composed of ETFs, with rebalancing and occasional shorter-term trades.

Kelly Wilson is a CFP® professional with four years of industry experience, currently advising at Blue Rock Financial Group in Wilmington, DE. Prior to joining the firm, Kelly held roles at Dravo Bay LLC and had brief engagements with the American Heart Association and Hockessin Athletic Club. Blue Rock Financial Group serves individuals, families, trusts, businesses, and retirement plans, offering investment management and financial planning services. The firm emphasizes a low-cost, ETF-based investment approach rooted in modern portfolio theory and integrates financial planning with ongoing portfolio monitoring.

Donald Kalil is a financial advisor at Affinity Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Affinity since 1985, transitioning to the current firm structure in 2018. Affinity Wealth Management LLC is a registered wealth management firm overseeing approximately $872.5 million in discretionary assets for over 600 clients. The firm utilizes a primarily long-term, customized investment approach incorporating fundamental, technical, cyclical, and charting analyses across various asset classes, and provides services including portfolio management, financial planning, and retirement plan advisory.

Ryan Babeuf is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has been with Edge Wealth Management, LLC since 2007. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s approach is based on fundamental analysis and tailored portfolio allocation across a range of securities, managing approximately $770.7 million in assets for about 261 clients with a five-adviser team.

Erin Fago is a ChFC® credentialed financial advisor at Eagle Wealth Strategies with five years of industry experience. Prior to joining Eagle Wealth Strategies in 2023, she held advisory roles at Raymond James and Merrill. Eagle Wealth Strategies serves individuals, trusts, estates, businesses, and charitable organizations with wealth management, investment management, and financial planning. The firm follows a fiduciary standard and primarily uses a fundamental, long-term investment approach with diversified portfolios consisting of mutual funds, ETFs, and individual equities.

Michael D'Antonio is a Certified Financial Planner (CFP®) with 10 years of industry experience. He currently serves at DT Investment Partners, LLC and previously worked for The Vanguard Group, Inc. and Vanguard Marketing Corporation for a decade. DT Investment Partners provides discretionary and non-discretionary investment management and comprehensive financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tactically adjust asset allocations across multiple asset classes.

Paul Tully is a CFP® with 43 years of industry experience and currently serves at Eagle Wealth Strategies, a firm he has been associated with since 1989 in various capacities. His prior experience includes over three decades at Raymond James Financial Services. He is also president of EWS2, a corporation involved in life insurance and annuity sales. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamentally driven investment process with diversified model portfolios and offers wealth management, financial planning, and consulting services.

Charles Scogna is a financial advisor at Eagle Wealth Strategies with a Series 65 designation and one year of industry experience. Prior to joining Eagle Wealth Strategies, he worked at Association Headquarters for three years, Deptford Township Schools for three years, and Major League Baseball for two years. Eagle Wealth Strategies is a team firm providing wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm follows a fundamental, long-term investment approach and offers both discretionary and non-discretionary portfolio management, utilizing low-cost mutual funds, ETFs, and individual equities.

David Benfer is a CFP® with 32 years of industry experience, currently serving as an advisor at Veery Capital, LLC. He has worked at Purshe Kaplan Sterling Investments, Inc. since 2018 and previously spent six years with Cambridge Investment Research Advisors, Inc. Benfer also provides financial education and one-on-one planning to 401(k) plan participants through the WellCents program. Veery Capital, LLC offers investment advisory and financial planning services to individuals, families, and institutions, managing approximately $802 million in assets. The firm uses a modern portfolio theory-based approach with strategic asset allocation primarily through ETFs, supplemented by other investment vehicles, and delivers services through a team of six advisors.

Tracy McGuire is a CFP® professional at Brandywine Oak Private Wealth LLC with 36 years of industry experience. She has worked at Merrill, Bank of America, Wyeth Private Wealth, and Purshe Kaplan Sterling Investments before joining her current firm. She is also a trustee for her sister's trust and a licensed independent insurance agent. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities by providing financial planning, consulting, and both discretionary and non-discretionary investment and wealth management services. The firm employs a goal-oriented investment approach that emphasizes low-cost, diversified ETF allocations, tax minimization, and behavioral finance principles.

Ashley Rosser is a financial advisor at Victory Wealth Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC since 2023. Rosser is also co-owner of Victory Asset Management Co., a non-investment business entity. Outside of her advisory role, she is involved with Penguin Cold Caps in Williamstown, NJ. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a combination of momentum and fundamental analysis alongside quantitative screening and fiduciary scoring, managing accounts on both discretionary and non-discretionary bases.

Abigail Mccloskey is a CFP® professional with seven years of industry experience, currently serving at Affinity Wealth Management LLC since 2018. She previously worked at Pike Creek Financial Group and Entirety Insurance, LLC, and maintains an independent insurance agency. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, offering wealth management, financial planning, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis to create customized portfolios.

Evan Evans is a financial advisor at Onyx Bridge Wealth Group LLC with 8 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Mass Mutual Investors Services, Northwestern Mutual Wealth Management Company, and Provenance Capital. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm uses a blend of third-party research and internal portfolio models, providing tailored investment solutions and coordinating services with affiliated tax and retirement businesses.

Timothy Thomas is a financial advisor at Members Wealth LLC with 15 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at several firms including CS Planning Corp., Integrative Investing, and Hoey Investments. Outside of his advisory roles, he served at Cate School and Swell Athletic Club for eight years each. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm employs a fundamental analysis approach to long-term portfolio construction using low-cost mutual funds, ETFs, and individual securities, with regular portfolio rebalancing to align with client objectives.

Robert Kuberski Jr. is an advisor at NewSquare Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services, Cohen & Steers, Eaton Vance Management, and Ridgeworth Capital Management. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a range of individual and institutional clients. The firm focuses on diversified, strategic asset allocation using ETFs, equities, and fixed income, and employs sub-advisors and tax-aware investment strategies within its client portfolios.

Brian Carney is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently a partner at Riversedge Advisors and RiversEdge Business Solutions, with prior roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory work, he is involved in a public accounting firm affiliated with RiversEdge and owns an independent insurance agency. RiversEdge Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a modern portfolio theory approach with primarily ETF-based strategic allocations, complemented by third-party manager recommendations and integrated technology platforms.

Marisa Facciolo is a financial advisor at RiversEdge Advisors with four years of industry experience. She holds a Series 66 designation and has previously worked at Truist Investment Services, Hawthorn/PNC Family Wealth, and BNY Mellon. Outside of her advisory role, she owns a coaching business focused on mentoring women in career development and personal growth. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm uses a modern portfolio theory approach, primarily utilizing ETFs and integrates technology and third-party managers to tailor wealth management to client goals.