David Loesser is a CFP® with 22 years of industry experience and has been with The Estate Planners Group since 2006. He holds Series 63 and Series 66 licenses and serves as managing member and manager for multiple pooled investment vehicles through affiliated entities. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and consulting, often managing client accounts on a discretionary basis with diversified allocations and fundamental analysis.

Allison Hershey is a CFP® professional with six years of experience in financial advising. She currently works at Fruitful and has held prior roles at Ellevest, ChroniFI, Zenith Solutions, and The Marshall Financial Group. Outside of advising, she provides financial coaching and consulting through her business, Money Conscious, focusing on the emotional aspects of financial decision making and helping companies develop service models for younger generations. Fruitful Advisory delivers financial planning and discretionary investment management to individual members through a subscription-based model. The firm emphasizes diversified, low-cost portfolios primarily using passive ETFs and index funds, with planning grounded in CFP® principles and ongoing client collaboration.

Gregory Young is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 15 years of industry experience. He has been with RTD Financial Advisors for 10 years and holds the Series 63 and Series 65 designations. RTD Financial Advisors is a SEC-registered, multi-team advisory firm serving individuals, families, and institutional clients such as pension plans, trusts, and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and a structured retirement-plan practice including fiduciary investment management and pooled employer plans.

Daniel Roccato is a financial advisor with Quaker Wealth Management LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Quaker Wealth Management since 2006 and is also involved in broadcast television news as a financial expert and analyst since 2009. Roccato serves in roles at the University of San Diego and with Fox affiliates. Quaker Wealth Management advises individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, and specialized Family CFO services for households with at least $5 million in investable assets. The firm employs a collaborative investment process focused on asset allocation and integrates tax and estate professionals to support clients’ financial needs.

Andrew Randisi is a CFP® professional with six years of industry experience, currently serving at Pennsylvania Capital Management Inc. since 2016. He previously worked at Drexel University for five years. Pennsylvania Capital Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $848.6 million in assets using a combination of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services.

William Richardson is a CFA® charterholder with 20 years of industry experience. He has been with Mitchell Sinkler & Starr since 2005. The firm advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. Mitchell Sinkler & Starr manages most assets on an advisory (non-discretionary) basis, employing a long-term, goal-based investment approach that combines macro analysis with fundamental research and tailored portfolios.

Brian Henrysen Jr. is a CFP® with seven years of industry experience, currently serving as an advisor at PW Nova Financial Services LLC. His prior roles include positions at Presilium Private Wealth LLC and Raymond James Financial Services Advisors, Inc. Outside of his advisory work, he manages a real estate rehab business, 215 Rehab Enterprises, where he oversees relationships with contractors and vendors. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm employs a multi-advisor team and uses a combination of analytical methods to construct diversified portfolios, offering both discretionary and non-discretionary management along with a sponsored wrap fee program.

Robert Andreacchio is a CFP® professional with 28 years of industry experience. He is currently with Laurel Oak Wealth Management, LLC and Purshe Kaplan Sterling Investments, having previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. He is also involved as an owner of CHBA, LLC, a business management services entity. Laurel Oak Wealth Management offers discretionary investment management, financial planning, ERISA plan advisory and consulting, and third-party manager selection for individuals, institutions, trusts, and businesses. The firm employs a combination of strategic and tactical investment approaches, including active and passive strategies, and manages approximately $1.34 billion across more than 4,500 accounts.

Jesse D'Elia is a CFP® with 12 years of industry experience, currently serving as an advisor at Attleboro Wealth Management LLC since 2025. He previously worked at The Vanguard Group, Inc. for 11 years. Outside of his advisory role, he is involved in residential home improvement and renovation for resale through his ownership of B. E. 2A Properties LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by offering asset management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer, utilizing various asset-allocation strategies and managing portfolios across a broad range of securities.

Brent Zacok is a CFP® professional with four years of experience, currently serving at RTD Financial Advisors Inc in Philadelphia, PA. He has been with RTD Financial Advisors since 2015. RTD Financial Advisors serves individuals, families, and a variety of 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, with a focus on individualized investment policy statements and an asset-allocation driven approach.

Paul Snyder is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Securities America, Inc. and Osaic Wealth, Inc., spanning over two decades in the advisory field. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $647 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multidisciplinary approach that integrates accounting, brokerage, and insurance services.

Phillip Beckner Jr. is a CFA® charterholder with seven years of industry experience. He has been with Mitchell Sinkler & Starr since 2021 and previously worked at West Financial Services, Inc. from 2016 to 2021. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals, families, estates, trusts, endowments, and foundations. The firm employs a long-term, goal-based investment approach that combines top-down macro analysis with bottom-up fundamental research to construct diversified portfolios, focusing on consultative client relationships.

Christopher Klein is a CFP® and Series 66 license holder with seven years of experience in the financial services industry. He has worked at Liberty One Wealth Advisors since 2022 and previously held roles at Merrill and JPMorgan Chase. Christopher is based in Philadelphia, PA, and is part of a five-advisor team at Liberty One Wealth Advisors. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, as well as retirement accounts and some charitable and institutional clients. The firm’s investment approach focuses on goals-driven asset allocation using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.

Richard Parrett is a CFP® with 35 years of industry experience. He is currently with Thrive Capital Management, LLC, where he has worked since 2024. His prior experience includes roles at Prudential Insurance Company of America and Global Portfolio Strategies, Inc., among others. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, providing discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm employs diversified model portfolios and fundamental analysis, conducting regular reviews and rebalancing to manage client accounts.

Nicholas Carper is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, PA, where he has worked for 31 years. He is part of a seven-advisor team at the firm and brings over three decades of industry experience. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals and families, along with estates, trusts, endowments, and foundations. The firm employs a long-term, goal-based investment approach that combines macro analysis with fundamental research to build diversified portfolios, emphasizing consultative client relationships.

Daniel Smyth is a managing director at HCR Wealth Advisors in Philadelphia, PA, with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including UBS Financial Services and Lincoln Financial Group. Smyth also serves as director of the Life, LTC, and Disability Insurance division at Relation Insurance Services. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and businesses. The firm employs a mix of fundamental and technical analysis across multiple investment strategies and manages nearly $2 billion in client assets with a team of ten advisors.

Irene Giman is a CFP®, CFA®, and Series 63 licensed advisor with 14 years of industry experience. She has been with RTD Financial Advisors Inc since 2016 and is also involved with Power Wellness. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients, including pension plans and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs and tax-aware portfolio management.

Samantha Silberstein is a CFP® with eight years of industry experience and currently advises at Chicory Wealth, where she has worked since 2025. Her prior roles include positions at Motley Fool Wealth Management, XYPN Invest, and TIAA CREF Individual & Institutional Services. Silberstein also has experience with educational and student loan planning organizations. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering additional services such as tax preparation, estate planning assistance, and business consulting. The firm incorporates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics in its investment approach and supports other registered investment advisers with model portfolio services and operational support.

Christian Williams is a financial advisor at Medallion Wealth Advisors, LLC in Philadelphia, PA. He holds a Series 65 credential and has worked in the financial industry since 2019, including roles at The Michaels Organization and Berkadia. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, estates, retirement accounts, charitable organizations, and plan sponsors. The firm provides portfolio management, financial planning, pension consulting, and utilizes client-specific investment policies with a range of strategies including mutual funds, ETFs, and third-party managers.

Kate Poole is a financial advisor at Natural Investments with seven years of industry experience. She holds a Series 65 designation and has worked at Natural Investments since 2018, following prior roles at RSF Social Finance and Regenerative Finance. Natural Investments is a values-focused firm serving individual clients—including high-net-worth households—institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes asset-class diversification and long-term investment strategies primarily utilizing socially responsible funds and community investment instruments.