Thomas Devine is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Cypress Financial Planning since 2024 and previously held roles at Ally Bank and GNR Group. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutional clients. The firm employs a tailored, holistic process and incorporates sophisticated trading strategies, including derivatives and options, within a team of seven advisors managing approximately $490 million in assets.

William Merriken Jr. is a financial advisor at Almanack Investment Partners with 35 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Merriken has been involved with Merriken Financial Group, Inc. since 1982, where he provides planning and insurance services, and he is also affiliated with Redwood Wealth Management Group. Almanack Investment Partners offers discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs diversified, risk-conscious model portfolios and manages adviser-led pooled vehicles and private funds alongside managed accounts.

Justin Yakubowski is a financial advisor at Laurel Oak Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Bank of America, PNC Bank, and Wells Fargo Bank spanning from 2016 to 2025. Laurel Oak Wealth Management offers discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm employs a predominantly discretionary investment process that combines active and passive strategies, tactical asset allocation, and alternative investments.

Adrienne Stark is a CFP® professional with 21 years of industry experience. She currently works at Boldin Advisors and has held roles at firms including MISSIONSQUARE RETIREMENT, Fidelity Investments, TIAA CREF, and Facet Wealth. Outside of her advisory practice, she serves as Treasurer on the Young Friends Advisory Board for the Philadelphia Animal Welfare Society, an animal rescue organization. Boldin Advisors offers financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm uses Modern Portfolio Theory to recommend diversified, low-cost index fund portfolios and emphasizes a long-term, buy-and-hold investment approach without discretionary account management.

Justin Biebel is a financial advisor at LUMINIST Capital, LLC with four years of industry experience. He holds the Series 65 designation and has worked with firms including RM Investment Strategies, LLC and 616 Advisors, where he served as Vice President of Exchange Traded Products. Outside of his advisory roles, he is a member of Advisory Advocates, LLC. 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 accounts, emphasizing tailored financial planning, portfolio management, and co-advisory arrangements.

Nicole Offerman is a financial advisor at RTD Financial Advisors Inc with 18 years of industry experience. She holds the Series 66 designation and has worked at RTD Financial Advisors since 2018. Prior to that, she was associated with Innovative Investment Fiduciaries, LLC and Innovative Benefit Planning, LLC, where she also serves as an account executive in employee benefit and financial services. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, and non-profits. The firm employs a life-centered financial planning approach with personalized investment management and fiduciary consulting, emphasizing asset allocation, tax-aware management, and comprehensive reporting.

Adam Goldstein is a financial advisor with 6 years of industry experience, currently with 1st Financial Investment, Inc. He also operates AG Consulting, LLC, where he works as a Certified Public Accountant specializing in accounting, audits, and forensic audits. His prior experience includes roles at Golden Card Breaks and Valuation Research Corp. 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, and offers investment advice on a non-discretionary basis.

Louis Laselva is a financial advisor at Laurel Oak Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of his advisory role, he oversees day-to-day operations of a pass-through business entity. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and ERISA plan advisory services for individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and the use of independent managers, serving clients through a wrap fee program.

Frank Mannino is a CFP®-certified financial advisor with One Wealth Advisors, LLC in Philadelphia, PA. He has seven years of industry experience, including eight years at One Wealth Advisors and ten years prior experience at Multicultural Academy Charter School. In addition to his advisory role, Mannino is an insurance agent with OWA Insurance Services, LLC. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive wealth management, financial planning, and portfolio management services. The firm employs a primarily long-term investment approach, incorporating diversified portfolios and tactical flexibility.

Matthew Oconnor is a financial advisor with Capitol Private Wealth Group LLC in Philadelphia, PA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Financial Resources Group, LPL Financial LLC, and Webster Bank. He serves as a board member of Partners in Housing Inc., a nonprofit focused on underserved communities in Dartmouth, MA. Capitol Private Wealth Group advises individual and high-net-worth clients, providing discretionary portfolio management alongside financial planning and retirement-plan consulting. The firm employs a range of analytical approaches and offers tax preparation and advanced trading strategies to coordinate investment and tax services for clients.

Joseph Osherow is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wealth Management Associates since 2005 and was previously with Securities America, Inc. until 2024. Wealth Management Associates, Inc. serves a diverse client base including individuals, pension plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, and is notable for its integrated accounting and tax capabilities alongside advisory services.

Molly Baker is a CFP® professional with three years of experience at RTD Financial Advisors Inc in Philadelphia, PA. Her career has been entirely with RTD Financial since 2018, following seven years as a student. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Timothy Collins is a financial advisor at PTS Brokerage, LLC with 19 years of industry experience. He holds a Series 66 designation and has held roles at Continuity Operations Group, CohnReznick LLP, and Investigative Alternatives. Outside of advisory work, he operates a tax and accounting services business and conducts private investigations. PTS Brokerage provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach using fundamental and technical analysis, with portfolio reviews at least monthly.

Austin Kennedy is an investment advisor representative at MFG Investments, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. and OSAIC Wealth, Inc. in addition to his current role. Kennedy is also licensed in insurance activities. MFG Investments, LLC serves individual investors across a range of net worth levels, providing discretionary portfolio management and financial planning services. The firm employs a combination of in-house model portfolios, third-party money managers, and multiple investment strategies, with ongoing account monitoring and periodic reviews.

Matthew Fitzgerald is a financial advisor at Laurel Oak Wealth Management, LLC in Marlton, NJ, with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise Financial Services from 2005 to 2025 before joining Laurel Oak and Purshe Kaplan Sterling Investments in 2025. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, institutions, trusts, and businesses. The firm employs both active and passive strategies, including tactical asset allocation and alternative investments, and serves clients through a wrap fee program managing approximately $1.34 billion across more than 4,500 accounts.

Richard Durso is a CFP® with 17 years of experience at RTD Financial Advisors Inc in Philadelphia, PA, where he has worked since 2009. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he has served as the head coach of the Drexel University women's ice hockey team since 2001. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, emphasizing individualized investment policies and asset allocation with ongoing monitoring and tax-aware management.

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.

Jeremy Schank is a financial advisor at PTS Brokerage, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Noto and Coda. In addition to his advisory role, Mr. Schank is involved in tax preparation through PTS Tax Advisors, owns an insurance sales business, operates a crypto mining venture, and serves as a Jiu-Jitsu instructor. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach utilizing both fundamental and technical analysis, with a focus on options strategies and regular portfolio reviews.

Jon Greer is a financial advisor with GSG Advisors LLC in Mt. Laurel, NJ, holding a Series 66 designation and 23 years of industry experience. He has been with Greer, Scocca & Lau LLC since 2003 and GSG Advisors LLC since 2002. Outside of his advisory role, he is a 33% owner of a law firm and holds a New Jersey real estate license, engaging in licensed real estate activities. GSG Advisors LLC provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, customizing strategies based on clients’ time horizons, tax considerations, and risk tolerance, and manages approximately $715 million in assets under management.

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.