Dionna Poluch is a CFP® professional with six years of industry experience, currently serving at Brandywine Oak Private Wealth LLC. Her prior roles include positions at Domain Money, Beck Bode, LLC, and JPMorgan Securities, LLC. Brandywine Oak Private Wealth LLC 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.

Peter Kim is a CFA® charterholder with 11 years of industry experience. He has worked at Goldman Sachs for eight years before joining Brandywine Oak Private Wealth LLC, where he has been an advisor since 2022. He serves on the Board of Trustees and is the Treasurer for the Chester Springs Library. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, providing financial planning, consulting, and investment management services. The firm’s investment approach is goal-oriented, emphasizing low-cost, broadly diversified ETF core allocations, tax minimization, and behavioral finance principles.

Cheryl Starr is a CFP® professional with eight years of industry experience. She has worked at Affinity Wealth Management LLC since 2021 and previously held roles at Raymond James Financial Services and Mallard Advisors. Affinity Wealth Management LLC is a registered investment adviser managing approximately $760 million for over 600 clients. The firm offers wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, employing a long-term investment approach that combines multiple analysis methods to build customized portfolios.

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.

Charles Smith Sr. is a financial advisor with DT Investment Partners, LLC and holds a Series 65 designation. He has one year of industry experience, having joined DT Investment Partners in 2026. Prior to his advisory role, he spent eight years in education at the University of Scranton, Conestoga High School, and Valley Forge Middle School. DT Investment Partners provides discretionary and non-discretionary investment management and comprehensive financial planning to a diverse clientele including individuals, high-net-worth clients, and institutions. The firm employs an active management approach that integrates fundamental and technical analysis to adjust asset allocations across multiple asset classes and offers various model portfolios.

Kyle Hill is a CFP® professional with 25 years of industry experience, currently serving at Diversified, LLC. His career includes over two decades at Diversified in various capacities, as well as roles at Purshe Kaplan Sterling Investments and Securities Service Network. Outside of advising, he holds a fixed/traditional insurance agent license. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and uses a two-phase planning process tailored to client objectives and risk tolerances.

Theodore Poppe is a CFA® charterholder with 10 years of industry experience. He is currently with Grey Fox Wealth Advisors, LLC and has previously worked at Orion Portfolio Solutions, Brinker Capital, BrightHouse Securities, and MetLife Securities. 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 combining fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Daniel Elser is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Ballast Financial Advisors, LLC since 2019 and previously held roles at Ameriprise Financial and Keystone State Insurance. Outside of his advisory role, he is involved in personal home and auto insurance sales. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, and retirement plan consulting using a range of investment strategies and analytical methods tailored to each client.

Mildred Louise Santos is a CFP® with 13 years of industry experience, currently serving at Common Cents Planning. Her prior roles include positions at The Vanguard Group, Inc. and PNC Investments LLC. 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 construct tailored portfolios, providing both discretionary and non-discretionary portfolio supervision.

Ryan Cross is a CFP® with five years of industry experience and is associated with Clariti Wealth Advisors in Wilmington, DE. He has concurrently worked with Schiavi + Dattani, J.P. Morgan Securities Inc., and JPMorgan Services Inc. since the early 2000s. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in assets. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and real assets, using both active and passive strategies, and integrates financial planning with investment management through its Financial Plan Management service.

James Nelson is a CFP® with seven years of industry experience, currently serving as an advisor at Affinity Wealth Management LLC. His prior experience includes roles at Merrill and Raymond James Financial Services. Nelson is also a licensed insurance agent in Wilmington, Delaware. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans with a primarily long-term investment approach that combines various analytical methods to build customized portfolios.

Matthew Beardwood is a financial advisor at Westover Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Glenmede from 2012 to 2016 before joining Westover Capital Advisors in 2016. Westover Capital Advisors manages approximately $568.6 million for about 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides discretionary investment management, wealth advisory, and consulting services, integrating tax and accounting offerings through a formal affiliate relationship.

Andrew Zuch is a Senior Financial Advisor at MDRN Capital with four years of industry experience. He holds a Series 65 credential and has worked at MDRN Capital since 2023. Prior to this, he has been involved with Procapita Partners DBA Viquity Asset Management and Thrivest Legal Funding since 2021. Outside of advisory work, he is a licensed insurance agent providing clients with solutions for protection, tax-free retirement income, legacy planning, and retirement income planning. MDRN Capital offers discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a primarily long-term investment orientation, utilizing a range of investment vehicles and independent managers.

Hannah Marin is a financial advisor at Grey Fox Wealth Advisors, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Grey Fox Wealth Advisors, she worked at The Vanguard Group and held roles at Athleta and Tristate Financial Advisors. Marin also served in the Army National Guard from 2016 to 2022. Grey Fox Wealth Advisors is a Delaware-registered firm that serves individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages approximately $699 million in client assets, offering discretionary investment management, financial planning, and retirement plan consulting with customized portfolios focused on low-cost mutual funds and ETFs.

Mark Eggleston is a CFP® certificant with six years of industry experience, currently with RiversEdge Advisors since 2024. He previously worked at myCIO Wealth Partners for six years and held positions at JP Morgan Bank and the University of Delaware. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs an investment approach based on modern portfolio theory, utilizing ETFs and strategic asset allocations tailored to client goals and risk tolerances.

Ashley Gardiner is a financial advisor at Praetorian Guard, a division of Praetorian Wealth Management, Inc., holding a Series 65 credential. She has zero years of industry experience and previously served as a United States Army Officer from 2014 to 2025. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages over $598 million across various client relationships and employs a research-driven approach combining fundamental and cyclical analysis.

Matthew Macneal is a CFP® with 27 years of industry experience, currently serving at Veery Capital, LLC and Purshe Kaplan Sterling Investments since 2018. His prior experience includes six years at Cambridge Investment Research and more than two decades at Tegler Mchenry. Outside of his advisory role, he is a partner in a holding company and an insurance agent, and he provides 401(k) participant education through MyWellCents. Veery Capital, LLC offers investment advisory and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach using ETFs, mutual funds, individual equities, and fixed income, supported by independent managers and institutional platforms.

Jonathan Smith is a CFA® charterholder with 22 years of industry experience. He has been with DT Investment Partners, LLC since 2011. 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.

Philip Sears III is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Ciara Price is a financial advisor at Capital Analysts with 13 years of industry experience. She holds the CFP® and Series 66 credentials and has worked previously at Legacy Solutions, Inc. and Lincoln Investment, LLC. Price serves as Chief Operating Officer and partner at Legacy Solutions, LLC, where she is involved in financial planning and client service. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with an in-house investment team that manages model portfolios and uses a proprietary fund screening process.