Andrew Herron is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stone Pine Financial Partners since 2013. Outside of advisory work, he serves as an insurance sales representative and has experience as an assistant high school tennis coach. Stone Pine Financial Partners serves individuals near or in retirement, as well as select trusts and estates, offering comprehensive wealth management focused on retirement planning and cash flow analysis. The firm employs a strategic, passive investment approach emphasizing low-cost ETFs, global diversification, and systematic rebalancing.

Thomas Goldsmith Jr. is a financial advisor at Flagship Capital Management Inc with 32 years of industry experience. He has been with Flagship Capital Management since 1990. Flagship Capital Management provides investment management and financial planning services to individuals, corporations, pension and profit-sharing plans, foundations, trusts, and endowments. The firm employs a combination of fundamental analysis, technical methods, and macroeconomic assessment to create individualized equity and fixed-income portfolios, managing client relationships primarily on a discretionary basis.

Alexander Maguire is a CFA® charterholder with 31 years of industry experience. He is a principal at Maguire Investments LLC, where he has worked since 2012, and also serves as a portfolio manager at Adare Asset Management since 2010. Maguire Investments LLC provides continuous investment management to individuals, trusts, estates, charitable organizations, banks, and pension and profit-sharing plans. The firm employs a generally conservative equity strategy focused on sustainable earnings and dividend policy, alongside a conservative fixed income approach, with a specialty in financial-services companies for select clients.

Benjamin Durham is a financial advisor with Valen Private Capital, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and MassMutual, among others. He also serves as a Relationship Manager for life and health insurance products at Lenox Advisors. Valen Private Capital is an SEC-registered investment adviser managing approximately $482.6 million for high-net-worth individuals, families, trusts, estates, and institutional clients. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and oversight of Independent Managers, employing a blended active and passive investment approach tailored to client objectives and risk tolerance.

James Gibson is a financial advisor at Apricus Wealth LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at BB&T Securities and operating as a self-employed advisor before joining Apricus Wealth in 2021. Apricus Wealth is a registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies, providing integrated financial planning and ongoing account monitoring.

Ayden Dougherty is a financial advisor at Element Risk Wealth Advisors in West Chester, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Element Risk Wealth Advisors, Dougherty worked for the City of Philadelphia and its Shissler Recreation Center for six years. Element Risk Wealth Advisors provides discretionary asset management, financial planning, and retirement plan consulting to institutional and individual clients. The firm offers a formal pension consulting practice and uses a discretionary investment process that includes fundamental, technical, charting, and cyclical analysis, often allocating assets to third-party managers.

Adam Varrenti III is a financial advisor with Legacy Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. He has been associated with Legacy Advisory Services and Legacy Wealth Management since 2008 and has worked at Fortune Financial Services, Inc. since 2018. Legacy Advisory Services provides discretionary investment supervisory and portfolio management services along with financial planning to individuals—including both high-net-worth and non-HNW clients—as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach focused on risk-adjusted returns and invests across a broad range of instruments, generally managing accounts on a discretionary basis.

Matthew Fatz is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Thrive Wealth Management, LLC since 2019. Prior to joining Thrive, he worked at United Capital Financial Advisers, LLC for five years. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting services. The firm employs a range of investment strategies including model portfolios, mutual funds, ETFs, individual securities, and selectively private and interval funds, with an emphasis on tax-aware management and regular portfolio rebalancing.

Brian Talbott is a CFP® professional with 23 years of experience in the financial services industry. He has worked at The Vanguard Group, Inc. for 18 years and has been with OLIO Financial Planning since 2021. Outside of his advisory role, he owns Talbott Bookkeeping Services, providing general bookkeeping and financial organization services. OLIO Financial Planning serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, managing approximately $600 million in assets. The firm offers comprehensive financial planning, investment consultation, and portfolio management using a multi-faceted investment approach that incorporates fundamental and technical analysis alongside a buy-and-hold strategy.

Steve Maconi is a Series 63-licensed financial advisor with 43 years of industry experience. He has worked at Merrill, Bank of America, Wyeth Private Wealth, and Purshe Kaplan Sterling Investments before joining Brandywine Oak Private Wealth LLC, where he has been since 2018. In addition to his advisory role, he is also involved in providing fixed annuity business through his insurance agent activities. Brandywine Oak Private Wealth serves individuals, trusts, estates, corporations, and other entities, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs a goal-oriented investment approach focused on low-cost, broadly diversified ETFs, tax minimization, and behavioral finance principles, and it offers a range of portfolio management options including model portfolios and separately managed accounts.

Mark Jackson is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Brandywine Oak Private Wealth LLC since 2018 and has prior experience at Purshe Kaplan Sterling Investments, Merrill, Bank of America, and Wyeth Private Wealth. He is also a licensed independent insurance agent. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, combining financial planning and wealth management with a goal-oriented investment approach focused on low-cost, diversified ETF allocations, tax minimization, and behavioral finance principles. The firm also offers a range of investment strategies, including model portfolios, separately managed accounts, and borrowing strategies, and provides performance-based fee arrangements for qualified clients.

Jeffrey Factor is a financial advisor at Clearview Financial Partners with 26 years of industry experience. He holds the Series 66 designation and has worked at Clearview since 2018, with prior roles at LPL Financial and Wharton Advisory Group. In addition to his advisory work, he is involved with McCarthy and Co, a tax preparation and accounting firm. Clearview Financial Partners serves individuals, high-net-worth clients, and small businesses by providing discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting. The firm manages over $1 billion in assets and utilizes an open-architecture investment approach, including sub-advisers and private market allocations.

Richard Cobb is a financial advisor at Cresap, Inc. in Radnor, PA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cresap since 2009. Prior to Cresap, he worked at BMT Asset Management for 13 years. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm offers portfolio management and advisory services through both fee-based and transaction-based formats, with a focus on non-discretionary accounts and collaboration with clients on security selection.

Nathan Daniel is a financial advisor at Market Street Wealth Management with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Vanguard and Concentra. Nathan also participates in the sale of life and health insurance as part of his role at Market Street. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to external managers. The firm employs a fundamentals-driven, long-term investment approach, utilizing diversified portfolios with mutual funds, ETFs, individual equities, and bonds tailored to client goals.

Ross Muldoon is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ellis Investment Partners, LLC. He has been with Ellis Investment Partners since 2013. In addition to his advisory role, Muldoon is a licensed insurance agent in Pennsylvania and New Jersey, specializing in life and annuities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework with an emphasis on diversification and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Thomas Ervin is a CFP® professional with 11 years of industry experience. He is currently affiliated with Diversified, LLC and has previously worked at Purshe Kaplan Sterling Investments and Securities Service Network, Inc. In addition to his advisory role, he is a licensed insurance agent. Diversified, LLC provides investment advice and financial planning services to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, portfolio management, and retirement plan advisory, utilizing a two-phase planning process and a range of third-party managers and platforms tailored to clients’ objectives and risk tolerances.

Benjamin Bruton is a financial advisor at Bruton Chisnell Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Valmark Securities since 2005 and Bruton Financial Advisors from 2004 to 2018. Outside of his advisory role, he serves in leadership and fundraising positions with the Simpson Senior Services Foundation and the Simpson Meadows Community Advisory Council. Bruton Chisnell Advisors serves individual and institutional clients, offering financial planning, consulting, and investment management. The firm’s investment approach focuses on fundamental analysis and individualized asset allocation, utilizing Independent Managers, mutual funds, ETFs, and individual securities with ongoing account monitoring.

Ryan Bonner is a financial advisor at Grey Fox Wealth Advisors, LLC in Rockland, Delaware, with two years of industry experience. He holds a Series 65 designation and has prior work experience at Johnson & Johnson, Villanova University, and PricewaterhouseCoopers, LLP. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $699 million in client assets using customized portfolios that incorporate low-cost mutual funds, ETFs, individual securities, and alternatives, supported by academic, fundamental, and technical analysis.

Andrew Factor is a financial advisor with Clearview Financial Partners, holding the Series 63 and Series 65 designations and 14 years of industry experience. He has worked at Clearview Financial Partners since 2018 and previously was with LPL Financial and The Wharton Advisory Group. Factor is also involved in insurance sales through his independent insurance business. Clearview Financial Partners serves individuals, high-net-worth clients, and small businesses, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting. The firm manages approximately $1.06 billion across more than 600 client relationships and employs an open-architecture investment approach that includes access to third-party managers and private market allocations.

Alison Dorsman is a CFP® with 20 years of industry experience, currently serving at Brandywine Oak Private Wealth LLC. Her prior experience includes roles at Merrill, Bank of America, and Purshe Kaplan Sterling Investments. She is also a co-owner and Co-CEO of Brandywine Oak Private Tax Advisory, providing operational support and collaborating with tax professionals. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, offering financial planning, consulting, and both discretionary and non-discretionary investment and wealth management. The firm employs a goal-oriented investment approach focused on low-cost, broadly diversified ETF core allocations, tax minimization, and behavioral finance principles.