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.

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.

Joseph Dimaio is a financial advisor at Wick Capital Partners, LLC with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Wick Capital Partners in 2023, he worked at Bryn Mawr Trust for five years and West Capital Management, Inc. for sixteen years. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, providing personalized asset management and comprehensive financial planning. The firm employs a combination of fundamental analysis and both active and passive strategies, managing most client assets on a discretionary basis and offering retirement-plan consulting and fiduciary services under ERISA.

Christopher Topolewski is a financial advisor with Wick Capital Partners, LLC, holding a Series 65 designation and 23 years of industry experience. He has worked at Wick Capital Partners since 2018 and previously spent 16 years at West Capital Management, Inc. Outside of his advisory role, Mr. Topolewski is involved in real estate acquisition and development with family members and serves as an advisory board member of the Archdiocese of Philadelphia, focusing on investment matters. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities by providing personalized asset management and comprehensive financial planning. The firm employs a mix of active and passive investment strategies based on fundamental analysis and manages most client assets on a discretionary basis.

Matthew McCarter is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His previous roles include positions at Regal Investment Advisors, Regulus Financial Group, and Farmers Financial Solutions. Outside of advising, he is involved in college planning services as COO and owner of College Planning Network and Elite Collegiate Planning. Onyx Bridge Wealth Group advises individuals, trusts and estates, pension plans, and corporate clients with a focus on tailored asset management, financial planning, and retirement plan consulting. The firm employs a research-driven investment process utilizing both third-party analysis and proprietary models, and it offers a diverse range of investment options including ETFs, structured products, and specialized tax-managed strategies.

Justin Samson is a financial advisor at Dock Street Asset Management Inc. He holds a Series 65 credential and has two years of industry experience, including prior work at BNY Archer. His background also includes academic roles at Temple University and Bishop Shanahan High School. Dock Street Asset Management provides discretionary portfolio management primarily for individuals, pension, and trust accounts, customizing portfolios based on client objectives. The firm utilizes both fundamental and technical investment analysis and employs a range of strategies including option writing and margin loans.

Eraldo Daja is a financial advisor at Key Financial, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Chase for five years. Key Financial, Inc. provides comprehensive financial planning and portfolio management services for individuals, pension plans, trusts, and charitable organizations. The firm focuses on long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs within a buy-and-hold strategy.

Joseph Plevelich is a CFA® charterholder at Pekin Hardy Strauss, Inc. with six years of industry experience. He has worked at Pekin Hardy Strauss since 2021 and concurrently at Boenning & Scattergood, Inc. since 2020, following sixteen years at Schneider Capital Management. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, registered investment companies, charitable organizations, and corporations. The firm’s investment process emphasizes fundamental analysis, asset allocation, and ESG factors, employing a variety of instruments and strategies—including derivatives and pooled vehicles—to tailor portfolios to clients’ objectives and manage risk.

Elizabeth Miller is a financial advisor at Key Financial, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Financial since 2015. Miller also supports advisor Patricia Brennan as a Key Client Specialist, assisting with client services and account processing. Key Financial, Inc. provides comprehensive financial planning and portfolio management for individuals, pension plans, trusts, and other entities. The firm emphasizes long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, combining planning with ongoing portfolio monitoring and rebalancing through proprietary tools and custodial platforms.

Adam Wilkins is a Certified Financial Planner (CFP®) with five years of industry experience. He currently serves as an investment advisor representative at Boldin Advisors and Pace Wealth, focusing primarily on his role at Boldin Advisors. His prior experience includes roles at Modern Wealth Management, Wealth Management Solutions, and several other firms. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs investment consultations grounded in Modern Portfolio Theory, recommending diversified portfolios of low-cost index funds and ETFs with a long-term, buy-and-hold strategy, without discretionary authority over client accounts.

Jennifer Bravo is a CFP® with 15 years of industry experience and has been with Entrust Financial LLC since 2017. Her prior work includes roles at Wexco Financial Group, Minnesota Life Insurance Company, Securian Financial Services, Inc., and Wechsler Marcisco Simpson. She serves as Chair of the Governance Committee and is a board member of the National Association of Women Business Owners Greater Philadelphia. Entrust Financial is a registered investment adviser serving individuals, trusts, estates, and business entities with a team of five advisors managing approximately $351 million in client assets. The firm uses fundamental analysis and a multi-step process to set long-term investment objectives, implementing tailored portfolios primarily with mutual funds, ETFs, and selected independent managers.

Daniel Kelley is a financial advisor with Ellis Investment Partners, LLC in Berwyn, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Ellis Investment Partners since 2012. In addition to his advisory role, he acts as an agent for several insurance companies, selling long-term care, life, and health insurance products. 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 and offers a full suite of ERISA retirement plan services, including fiduciary roles and participant education.

Conor Bradley is a financial advisor at Sterling Investment Advisors Ltd. with a Series 65 credential. He has one year of industry experience and has previously worked at Lincoln Financial, SEI Investments, and Matus Windows. Sterling Investment Advisors Ltd. is a SEC-registered, team-based investment adviser serving individuals, pension and profit-sharing plans, and other entities. The firm offers discretionary portfolio management and financial planning, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, independent managers, and derivatives.

Pierce Archer is a financial advisor with Radnor Capital Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Radnor Capital Management since 2012. In addition to his advisory role, he serves as trustee for 12 individual separate trust accounts, managing and administering these trusts independently of Radnor Capital. Radnor Capital Management serves individual and high-net-worth clients, families, trusts, and institutions with wealth management, investment management, and consulting services. The firm employs a bottom-up, fundamental investment process focused on individual securities and offers a bespoke advisory practice alongside a distinctive Small-Midcap equity strategy.

Evan Avgerinos is a financial advisor with Ellis Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ellis Investment Partners since 2012 and also serves as president of Valley Forge Consulting Group, Inc., an insurance sales business. 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 and emphasizes diversification and tax-aware management, with a range of investment options and specialized ERISA retirement plan services.

Brendan Gilmore is a financial advisor at Almanack Investment Partners with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Innovation Partners, Mercap Advisors, Mercap Securities, Merion Wealth Partners, and Wells Fargo Clearing. Outside of his advisory role, he serves as a board member overseeing the endowment of the National Liberty Museum in Philadelphia. Almanack Investment Partners provides investment management and financial planning services to individuals, institutions, and charitable organizations. The firm employs a range of diversified, risk-conscious model portfolios and manages pooled investment vehicles alongside separately managed accounts.

Christopher Griest is a financial advisor with Oakbourne Advisors in West Chester, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at Oakbourne Advisors since 2020 and previously held roles at Purshe Kaplan Sterling Investments, Avenue 1 Advisors, and Cambridge Investment Research. Outside of his advisory work, he is also an independent insurance agent. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage client portfolios, which typically include mutual funds, ETFs, stocks, and preferred stock, and generally operates through a team of seven advisors across multiple offices.

Andrew Sachais is a CFA® charterholder with nine years of industry experience. He is currently with Wick Capital Partners, LLC, where he has worked since 2020, except for a brief period at Brandywine Oak Private Wealth LLC. Wick Capital Partners provides personalized asset management and financial planning to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, managing approximately $930 million in discretionary assets. The firm develops portfolios based on comprehensive financial plans and employs a mix of active and passive strategies, including fundamental analysis.

Brooke Bees is a CFP®-credentialed financial advisor with 19 years of industry experience. She is affiliated with Wick Capital Partners, LLC and has previously worked at Mission Wealth Management, West Capital Management, Mercer Global Advisors, Guardian Life, and New England Securities. Wick Capital Partners provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets using a blend of active and passive strategies informed by fundamental analysis and integrates portfolio management with comprehensive financial planning.

Jeffrey Mastronardo is a CFP® with 26 years of industry experience, currently advising at Financial Coach. He has held roles at FC Advisory, LLC since 2014 and LPL Financial, LLC from 2007 to 2017, and has been involved with The Financial Coach Group since 1999. He is also a licensed notary in Pennsylvania, providing this service to clients without charge. Financial Coach operates two client-facing programs tailored to retirees and near-retirees as well as young families and emerging professionals, offering customized financial planning and portfolio management primarily using mutual funds and ETFs. The firm manages accounts on a discretionary basis, conducts regular reviews, and emphasizes a dual-brand model with distinct planning options for different client demographics.