Jake Dilaura is a financial advisor at Stonecrop Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at SEI Investments Company and the Federal Deposit Insurance Corporation. Stonecrop Wealth Advisors serves individuals, trusts, retirement plans, and various institutional clients such as colleges and charitable organizations. The firm employs a team-driven investment process focused on strategic asset allocation and long-term buy-and-hold strategies, integrating financial planning to align investments with clients’ goals.

Eric Fuhrman is a CFP® professional with 16 years of industry experience, currently serving as Chief Planning Officer at Key Financial, Inc. since 2014. He has worked at Royal Alliance since 2010 and assists in firm-wide financial planning activities as well as administrative and strategic operations. Fuhrman also provides guidance on life insurance matters as part of the firm's comprehensive financial planning services. Key Financial, Inc. offers financial planning and both discretionary and non-discretionary portfolio management to individuals, retirement plans, trusts, estates, and charitable organizations. The firm focuses on long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, integrating planning with ongoing portfolio monitoring and rebalancing through custodial accounts at Pershing/Osaic Wealth.

Daniel Mchugh is a CFP® with 30 years of industry experience, currently serving at Ballast Financial Advisors, LLC. His prior roles include positions at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Origin Financial. Outside of his advisory work, he serves as a director on the board of the Media Rugby Football Club. Ballast Financial Advisors, LLC provides asset management, financial planning, and retirement plan consulting to individual and high-net-worth clients, trusts, pension/profit-sharing plans, and corporate clients. The firm employs a variety of analytical methods and may use third-party money managers, offering both discretionary and non-discretionary portfolio management.

Ryan Omensetter is a financial advisor at DT Investment Partners, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Schroder Investment Management, NA from 2011 to 2017 before joining DT Investment Partners in 2017. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tailor investment strategies according to client risk profiles.

Nathan Hayward is a CFP® and ChFC® with 19 years of experience in financial advisory. He has been with Concentus Wealth Advisors since 2014, where he serves as a client relationship manager. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified and multi-method investment approach, offering discretionary portfolio management and customized planning modules across tax, estate, insurance, debt, and retirement areas.

Julia Vandergast is a financial advisor at Traynor Capital Management with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Vanguard Group, Inc. and Procurement Foundry prior to joining Traynor. Traynor Capital Management serves individual and high-net-worth clients, corporate retirement plans, endowments, and foundations by providing portfolio management, financial planning, retirement plan consulting, and business funding consulting through ROBS transactions. The firm employs a tailored investment approach focused on direct stock ownership across multiple asset classes and manages over $2.4 billion with a seven-advisor team.

Richard Elias is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Market Street Wealth Management, where he has worked since 2022, and previously held positions at Merrill Lynch and Rodgers & Associates, LTD. Outside of advisory services, he is involved with Market Street Tax Services, a tax planning and preparation firm. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and access to an automated managed-account program, with an investment approach focused on long-term fundamental analysis and diversified portfolios tailored to client needs.

Jarrett Morris is a financial advisor at RiversEdge Advisors with 20 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Purshe Kaplan Sterling Investments and Blue Rock Financial Group. He is a co-founder and Chief Compliance Officer of RiversEdge Advisors and a partner at RiversEdge Business Solutions dba RiversEdge Tax & Advisory. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a modern portfolio theory approach, primarily implementing ETF-based strategic asset allocations with rebalancing and may recommend independent managers for client portfolios.

Lee Grout is a CFA® charterholder and holds a Series 65 license with over 25 years of experience in the financial advisory industry. He has been with NewSquare Capital, LLC since 2019 and previously worked at Chartwell Partners and The Killen Group. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm emphasizes diversified, strategic asset allocation using ETFs, equities, and fixed income, and offers specialized capabilities such as options overlay and direct indexing through sub-advisors.

Ethan Whittaker is a financial advisor with Clariti Wealth Advisors in Wilmington, DE, holding a Series 65 designation and one year of industry experience. He previously worked at Sallie Mae for six years and Baker Tilly, LLC for two years. Outside of his advisory role, Whittaker serves as President of Whittaker Tax, a tax preparation and planning business. Clariti Wealth Advisors serves individual clients, including high-net-worth individuals, trustees, qualified retirement plans, and nonprofits, offering integrated financial planning and investment management. The firm’s portfolios feature diversified allocations using active and passive strategies, with a notable emphasis on options and derivative strategies for hedging and customized risk management.

Michael Chisnell Jr. is a CFP® with 20 years of industry experience, currently serving as an advisor at Bruton Chisnell Advisors, LLC in Downingtown, PA. His prior roles include positions at Valmark Securities, Inc. and Sequoia Financial Group, LLC. Outside of his advisory work, he is a partner in Ignite Brewing Company, Ltd. and serves on the Board of Governors and Finance Committee for the Tuscora Park Health & Wellness Foundation. Bruton Chisnell Advisors provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm emphasizes fundamental analysis and tailored asset allocation, with ongoing portfolio monitoring and a combination of third-party managers and in-house oversight.

Philip Rogers is a financial advisor with Beam Wealth Advisors, Inc. in Newtown Square, PA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Securities America Inc before joining Beam Wealth Advisors, where he has been since 2015. Rogers also engages in the sale of life insurance and annuities to clients. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing financial planning, investment management, and retirement plan consulting. The firm uses asset allocation and diversification strategies guided by Modern and Post-Modern Portfolio Theory, with a multi-adviser platform managing over $1.3 billion in client assets.

Matthew Ihlein is a financial advisor at Traynor Capital Management with 10 years of industry experience. He holds a Series 65 credential and has been with Traynor since 2015. Traynor Capital Management serves individual and high-net-worth clients, corporate retirement plans, endowments, and foundations, providing portfolio management, financial planning, retirement plan and corporate consulting, and business funding consulting related to rollover business solution (ROBS) transactions. The firm’s investment approach focuses on tailored strategies across multiple asset classes, emphasizing direct stock ownership and using a proprietary methodology to construct diversified portfolios.

John Melasecca is a Certified Financial Planner® with 26 years of industry experience. He is currently with Clariti Wealth Advisors and has previously worked at Schiavi + Dattani and Fidelity Brokerage Services LLC. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in client assets. The firm offers comprehensive financial planning combined with investment management, utilizing diversified portfolios across multiple asset classes and employing both active and passive strategies.

Patrick Johnson is a CFP® and ChFC® with five years of experience in the financial services industry. He has worked at Concentus Wealth Advisors since 2021 and previously held roles at The Vanguard Group and DoorDash. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm employs a tailored investment approach that includes continuous supervision of client accounts across various asset classes and offers specialized planning for complex financial situations.

Paul Strid is a financial advisor with Concentus Wealth Advisors in Newtown Square, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Concentus Wealth Advisors since 2014. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities by providing investment management, financial planning, and consulting services. The firm employs a diversified, multi-method investment approach and offers discretionary portfolio management along with customized planning modules.

Matthew Mainwaring is a CFP® certificant and holds a Series 66 license with four years of industry experience. He is currently with Key Financial, Inc. and OSAIC, where he has worked since 2021. Prior to that, he held roles at Scott Honda of West Chester and College Hunks Hauling Junk and Moving. Key Financial, Inc. provides comprehensive financial planning and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, and various business entities. The firm emphasizes long-term, asset-allocation-driven portfolios based on Modern Portfolio Theory and integrates planning with portfolio monitoring using discretionary accounts custodied at Pershing/Osaic Wealth.

Jake Burnham is a financial advisor at Ballast Financial Advisors, LLC in West Chester, PA. He holds a Series 65 designation and has one year of industry experience. His background includes teaching positions at West Chester University and Montgomery County Community College, as well as roles at Robert W. Burnham Inc. Ballast Financial Advisors serves individual and high-net-worth clients, trusts, employer plans, and business entities by providing asset management, financial planning, and retirement plan consulting. The firm employs a variety of asset allocation strategies and analytical methods, managing both discretionary and non-discretionary portfolios while offering integrated services that include tax and corporate structure advisory.

Stuart Caplan is a financial advisor with Members Wealth LLC in Media, PA, holding a Series 65 credential and 10 years of industry experience. Prior to joining Members Wealth in 2024, he worked for APEX Financial Advisors, Inc. from 2011 to 2024. He serves as an advisory board member for the California NanoSystems Institute, providing advice on C-suite compensation and investor presentations. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting. The firm emphasizes fundamental analysis and a long-term investment approach, building diversified portfolios tailored to client objectives using low-cost mutual funds, ETFs, and other securities.

Caitlyn Tierney is a CFP® and holds a Series 63 license, currently serving as a financial advisor at Westover Capital Advisors, LLC with three years of industry experience. Her prior roles include positions at Avantax Investment Services Inc., Fenstermacher & Company, PC, and Wells Fargo Bank. Westover Capital Advisors manages approximately $568.6 million for around 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides discretionary investment management, wealth advisory, trust services, and financial planning, combining fundamental and technical analysis with strategic asset allocation and selective use of ETFs and option strategies.