John Moore is a financial advisor at Oakbourne Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and McKean Defense Group. 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 portfolios primarily composed of mutual funds, ETFs, stocks, preferred stock, and cash equivalents.

Aaron Stine is a financial advisor with LUMINIST Capital, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Advisory Advocates LLC and LPL Financial, LLC. Outside of his financial advisory work, Stine is involved in residential construction through his ownership of Manly Work, LLC, and also engages in project management with TS Contracting. LUMINIST Capital offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm emphasizes tailored financial planning, portfolio management, and consulting, utilizing a data-driven discovery process and a combination of fundamental and technical analysis to manage client accounts.

Lauren Mance is a CFA® charterholder with one year of industry experience, currently serving as an advisor at RiversEdge Advisors. Her prior roles include positions at Great Gray Trust Company and Wilmington Trust. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering 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 primarily implements strategic asset allocations with ETFs, supported by technology and platform integrations to monitor client strategies.

Erik Strid is a CFP® and ChFC® with 32 years of industry experience, currently serving as a financial advisor at Concentus Wealth Advisors. He has been with Concentus and Purshe Kaplan Sterling Investments since 2014. Strid is also the author of two books, *Clarity* and *Explorers*, and serves as a trustee for the J Wood Platt Scholarship fund. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering investment management, financial planning, and consulting services. The firm emphasizes continuous portfolio supervision with diversified allocations and employs multiple analysis methods alongside long-term and short-term trading strategies tailored to client-specific needs.

Christopher Tully is a CFP® professional with 20 years of experience in financial advisory services. He is currently with Eagle Wealth Strategies, where he has worked since 2015, following prior roles at Raymond James Financial Services from 2007 to 2023. Outside of his advisory work, he serves on the board of the Boys & Girls Clubs of Gloucester County, NJ, and owns a tax and accounting services firm, Aerie Tax & Advisory, LLC. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamental analysis-driven investment process using diversified model portfolios with a long-term focus, supplemented by an independent third-party consultant, and offers comprehensive wealth management and financial planning services.

Cortney Milner is a financial advisor at Veery Capital, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Veery Capital since 2018, including the firm’s prior iteration, as well as at Cambridge Investment Research Advisors and DC Mac LLC. Outside of advisory services, she is involved in accounting and bookkeeping for two non-investment-related real estate businesses. Veery Capital serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans with discretionary investment management and financial planning. The firm employs a modern portfolio theory-based approach, emphasizing strategic asset allocation primarily through ETFs and passive mutual funds, with customized portfolios monitored and adjusted over time.

Blair Bodek is a Series 65-licensed financial advisor at Pacifica Capital Investments with 10 years of industry experience. Since 2016, he has worked at Pacifica Capital, and he is also involved in Philadelphia Construction, where he assists with tenant repairs and sales. Pacifica Capital Investments provides discretionary investment management to individuals, pension plans, charities, corporations, and pooled investment vehicles. The firm employs a concentrated, industry-focused equity approach and manages both separately managed accounts and private real estate funds.

Jacob Carroll is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, holding a Series 65 designation with one year of industry experience. Before joining RTD Financial Advisors, he worked in the hospitality industry at Ocean Prime and Del Friscos. RTD Financial Advisors is a SEC-registered, multi-team firm serving individuals, families, and institutional clients including pension plans, trusts, and non-profits. The firm provides life-centered financial planning, discretionary portfolio management, investment consulting, and retirement-plan advisory services, emphasizing individualized investment programs with tax-aware management and structured retirement-plan support.

Stephen Horstmann is a CFP®-designated financial advisor at RTD Financial Advisors Inc with three years of industry experience. He has worked at RTD Financial Advisors Inc since 2022 and previously at BlueSky Wealth Advisors, LLC. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm provides life-centered financial planning, personalized investment management, and fiduciary consulting with an asset-allocation driven approach and ongoing monitoring.

David Hargrove is a CFA® charterholder with 29 years of industry experience. He is a financial advisor at Smithbridge Asset Management, Inc. and has previously worked at Bassett Hargrove Investment Counsel LLC and Tucker Hargrove Management Inc., where he currently holds a president position. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments, with a focus on disciplined equity selection and diversified fixed income strategies. The firm manages accounts on both discretionary and institutional bases and is notable for managing a registered mutual fund and providing portfolio management to pooled investment vehicles.

Sarah Shaw is a financial advisor at Veery Capital, LLC with three years of industry experience. She holds the CFP® designation and has prior experience at Purshe Kaplan Sterling Investments and Northwestern Mutual. In addition to her advisory role, she provides 401(k) participant education through the MyWellCents program. Veery Capital serves individuals, families, trusts, businesses, and employer-sponsored retirement plans with discretionary investment management and financial planning. The firm’s investment approach emphasizes strategic asset allocation using ETFs and passive mutual funds, with customized portfolios managed for the long term.

Andrew Rosen is a CFP® with 22 years of industry experience, currently serving at Diversified, LLC. He has held roles at Purshe Kaplan Sterling Financial and Securities Service Network prior to his current position. Outside of his advisory work, Rosen is involved in several related business ventures including partnerships in insurance and tax services firms, as well as a leadership role in an accounting entity. Diversified, LLC provides comprehensive investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and leverages third-party managers and platforms to tailor asset allocation and diversification strategies according to client goals and risk tolerance.

William Hall is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Conservest Capital Advisors Inc since 2019, following prior roles at Bank of America and Merrill Lynch. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes a customized investment strategy based on macroeconomic analysis and scenario planning, managing portfolios in-house with a focus on long-term, low-turnover investments using ETFs, no-load mutual funds, and selected bonds.

Paul Zablotney is a financial advisor at Liberty One Wealth Advisors in Philadelphia, PA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Fette Sav. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, retirement accounts, and select charitable and institutional clients. The firm’s investment approach is goals-driven, focusing on asset allocation with exchange-traded funds, periodic rebalancing, and customized portfolio oversight tailored to client risk tolerance and cash-flow needs.

Maxwell Camp is a financial advisor with Tru Independence Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Brinker Capital for eight years and Orion Portfolio Solutions for one year before joining Tru Independence in 2023. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages approximately $336.9 million in assets across more than one thousand accounts, using a combination of active and passive strategies and multiple platform solutions.

Troy Vogt is a CFP® professional with 15 years of experience, currently serving as an advisor at Market Street Wealth Management. He has worked with Market Street Wealth Management since 2011 and has additional roles in financial planning and investment advice through affiliated businesses, including ownership of Vogt Financial Inc. He is also involved with Market Street Tax Service, a tax preparation firm. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term, fundamentally based investment approach, utilizing diversified mutual funds and ETFs, and offers access to an automated managed-account program on Fidelity’s platform.

Gregory Young is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 15 years of industry experience. He has been with RTD Financial Advisors for 10 years and holds the Series 63 and Series 65 designations. RTD Financial Advisors is a SEC-registered, multi-team advisory firm serving individuals, families, and institutional clients such as pension plans, trusts, and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and a structured retirement-plan practice including fiduciary investment management and pooled employer plans.

James Munson is a financial advisor with WealthPlan Investment Management LLC, holding a Series 65 license and with two years of industry experience. He is also president of Enable Your Enterprise LLC, a consulting firm specializing in AI and transformation services. WealthPlan Investment Management LLC is an SEC-registered advisory team with about 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, and institutional clients, utilizing model-based strategies across multiple asset classes and providing fiduciary and consulting services for retirement plans.

Erich Yost is a CFA® charterholder with five years of industry experience. He is currently with Almanack Investment Partners and has held previous roles at Savvy and Veritable, LP. Almanack Investment Partners offers discretionary and non-discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs model asset allocation portfolios focused on diversified, risk-conscious strategies and manages pooled investment vehicles alongside managed accounts.

Ross Danzig is a financial advisor with Oakbourne Advisors in West Chester, PA, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has previously worked at SEI Investments Distribution Co and Northstar Asset Management LLC. Oakbourne Advisors provides investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, and businesses, employing a multi-office platform and a disciplined investment process that combines fundamental, technical, charting, and cyclical analysis.