David Peppard is a financial advisor at Baldwin Investment Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Baldwin Investment Management in 2026, he worked at Haverford Financial Services, Inc., Haverford Trust Securities, Inc., and The Haverford Trust Company from 2013 to 2026. Baldwin Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and access to private funds for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary quantitative stock-selection model to manage client portfolios and offers specialized strategies including separately managed accounts with features less common among peer teams.

Steven Benjamin is a CFA® charterholder with 19 years of experience in the financial industry. He currently serves as executive vice president at Addison Capital and has prior experience with Nest Investments and Revl Capital Group. Benjamin is based in Conshohocken, PA, and holds a Series 63 license. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios across a broad range of instruments and manages over $1.1 billion in assets with a small advisory team.

John Kelly is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has been with PTS Brokerage since 2005. Outside of advising, he works as an independent contractor involved in fixed life and health insurance sales and acts as a referral agent. PTS Brokerage, LLC provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm employs an active and tactical investment approach that combines fundamental and technical analysis, managing both discretionary and non-discretionary portfolios.

Maxine Shevlin is a CFP® and Series 65 credentialed advisor with one year of experience at RTD Financial Advisors Inc. She has prior experience at WMS Partners and its affiliate from 2018 to 2022. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services with an emphasis on written Investment Policy Statements, tax-aware management, and structured retirement-plan solutions including 3(38) fiduciary management and Pooled Employer Plans.

Lynda Mcfeeley is a financial advisor at Drexel Morgan & Co. with 29 years of industry experience. She holds a Series 63 designation and has worked at Drexel Morgan since 2010. Prior to that, she has been affiliated with The Haverford Trust Company and Haverford Trust Securities, Inc. since 1999. Drexel Morgan & Co. provides portfolio management and advisory services primarily to high-net-worth individuals, managing approximately $469 million for a small client base. The firm’s investment approach centers on fundamental analysis of large-cap, dividend-growing U.S. equities, focusing on dividend growth through its Legacy Portfolio strategy.

Eduard Zolotarev is a CFP® certificant with five years of industry experience, currently advising at Brooklyn FI, LLC since 2022. His background includes roles at Marcum LLP, Gryphon Financial Wealth Advisors, and 1st Global Advisors. Zolotarev is also the owner of EVZ Tax and Accounting Services, providing tax preparation for family, friends, and a few small clients. Brooklyn FI serves individual and high-net-worth clients with household-level investment management and financial planning, incorporating both passive strategies and specialized external managers. The firm is known for aggregating held-away assets into client portfolios and offering educational seminars along with affiliated tax and fintech services.

Janna Forte is a financial advisor at Barton Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Barton since 2016. Barton Investment Management provides discretionary portfolio management and investment advisory services to individuals, high net worth clients, retirement plans, charitable organizations, trusts, estates, and business entities. The firm employs a fundamentally driven, concentrated investment approach focused on long-term holdings and tax-efficient outcomes.

Francisco Garcia is a Series 65 licensed advisor at Just Futures with one year of industry experience. His prior work includes roles at City Innovate, Inc., the City of Philadelphia, and political campaigns such as Biden for President 2020 and Mike Bloomberg 2020. He also founded Strivers' Row Distillery Ltd., a small distillery in Philadelphia. Just Futures serves nonprofits, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing about $46.7 million in assets. The firm employs a values-aligned investment approach incorporating ESG factors, community-focused solutions, and risk-based models, focusing on mission-aligned and institutional clients rather than high-net-worth individuals.

Nicholas De Santis is a CFP®, CFA®, and Series 65 credentialed advisor with six years of industry experience. He has worked at Quaker Wealth Management since 2017 and previously held roles at Rutgers University, Rowan College of Burlington County, and Wawa Inc. Quaker Wealth Management serves individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation and utilizing a proprietary Qmap platform to implement portfolios primarily with ETFs and mutual funds.

Steven Montgomery is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 66 designation and 24 years of industry experience. He has worked at Clearview since 2018, following seven years at The Wharton Advisory Group and a long tenure with LPL Financial. In addition to his advisory role, he is involved in life and health insurance activities. Clearview Financial Partners manages discretionary and non-discretionary assets for individuals, high-net-worth clients, and small businesses, overseeing approximately $1.06 billion across 600+ client relationships. The firm utilizes an open-architecture investment approach that includes third-party portfolio managers, tactical and quantitative methods, and private market allocations through its affiliated fund.

Christopher Gildea is a financial advisor at Tower Bridge Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tower Bridge Advisors since 2018, previously spending two years at Portview Partners, LLC. Tower Bridge Advisors provides investment advice and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach across equities and fixed income and manages two private funds focused on concentrated, research-driven opportunities.

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.

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.

Carol Lin is a CFP® professional with one year of experience in financial advising, currently with Aptus Financial, LLC. Her prior roles include positions at Compass Working Capital and Clarifi. Aptus Financial offers flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning over discretionary portfolio management, emphasizing passive, long-term indexing, simple asset allocation, cash-flow management, and periodic rebalancing, while supporting clients through regular reviews, educational programming, and subscription-based ongoing support.

Jacob Carroll is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, holding a Series 65 designation. He has been with RTD Financial Advisors since 2023 and has prior work experience in the hospitality industry. RTD Financial Advisors serves individuals, families, and institutional clients including pension and retirement plans, trusts, and non-profits. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting with an asset-allocation driven approach and ongoing portfolio monitoring.

Raymond Giunta is a financial advisor at Cora Capital Advisors with 19 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Cora Capital Advisors, he worked at American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. Giunta is also a partner in Baratz & Associates, P.A., a CPA firm providing tax and accounting services. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a long-term, fundamental analysis process tailored to client goals and risk tolerance.

Shawn Gallagher is a CFA® charterholder with 12 years of industry experience. He has worked at Sterling Capital Management LLC for nine years before joining Tower Bridge Advisors in 2024. Tower Bridge Advisors provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a fundamental research-driven, strategic asset allocation approach across equities and fixed income, manages private investment funds with sector-focused strategies, and offers limited financial planning and periodic investment communications.

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.

Kenneth Gertie is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at firms including Woodbury Financial Services and Questor Capital Corporation. Outside of advising, he owns an accounting and tax preparation business and is an officer at Gustgertricity Inc, a company involved in alternative energy development. PTS Brokerage, LLC provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm uses an active and tactical investment approach combining fundamental and technical analysis, managing both discretionary and non-discretionary portfolios.

Matthew Heiser is a financial advisor at Laurel Oak Wealth Management, LLC with one year of industry experience. He holds a Series 66 credential and previously worked at Ameriprise as well as in the restaurant industry. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm manages approximately $1.4 billion in assets using a combination of active and passive strategies, tactical asset allocation, and alternative investments.