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.

Elizabeth Shamir is a CFA® charterholder with 20 years of industry experience. She is a financial advisor at Certior Financial Group, LLC, where she has worked since 2017. Prior to joining Certior, she held roles at Mutual Securities, Inc., VOYA Financial Advisors, and Financial Independence Planning, LLC. Shamir serves on the investment committee of Congregation Beth Or and is a board member of Tikvah AJMI, a charity focused on improving the quality of life for adults with mental illness. Certior Financial Group provides personalized financial planning and asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a multi-disciplined, client-tailored investment approach that combines active and passive strategies and emphasizes downside risk mitigation.

Sarah Cardamone is a financial advisor at Northeast Advisers, Inc. with five years of industry experience. She holds a Series 65 designation. Prior to joining Northeast Advisers, she spent six years working in professional soccer organizations, including the United Soccer League and Charleston Battery. Northeast Advisers, Inc. is an independent Registered Investment Adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and institutions. The firm employs a structured investment process using low-cost no-load mutual funds, ETFs, and selected individual securities, providing primarily non-discretionary, fee-only advisory and financial planning services.

Brian McGowan is a financial advisor at McGowan & Co LLP with 24 years of industry experience. He has been with McGowan & Co., LLP since 1998 and McGowan & Co., LLC since 2000. Outside of his advisory role, he is a member of a related CPA firm where he prepares income taxes and handles estate, retirement, and educational planning. McGowan & Co., LLP provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm primarily operates on a non-discretionary basis, emphasizing client-directed decisions, and manages a diverse range of assets including individual stocks, bonds, mutual funds, ETFs, and options.

Brock Hewitt is a CFP® professional at Wellfull with three years of industry experience. He has worked at multiple firms, including Bernardo Wealth Planning, Cambridge Investment Research, Cetera, and Commonwealth Financial Network. His background also includes roles outside finance, such as positions at Liberty University and Plumstead Christian School. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm uses a client-centered financial planning approach to guide investment management and offers model-based asset allocation combined with multiple analysis methods and access to private investment vehicles.

Christi Bender is a financial advisor at Vermillion & White Wealth Management Group with 11 years of industry experience. She has been with Vermillion & White since 2014 and is also a certified public accountant running her own tax and small business accounting practice since 2010. In addition to her advisory role, she holds a Pennsylvania insurance producer license and dedicates a limited amount of time to insurance-related activities. Vermillion & White Wealth Management Group serves individuals, institutions, and various types of plans and organizations, managing approximately $231 million across several hundred accounts. The firm offers portfolio management, comprehensive financial planning, and pension consulting, focusing on aligning investments with clients’ risk tolerance, time horizon, and objectives through a disciplined process that includes asset allocation, diversification, and regular rebalancing.

Rose De Frank is a CFP® professional with six years at WealthFD and two years of industry experience. Prior to joining WealthFD, she held roles at Target and Saint Joseph’s University. WealthFD provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plan sponsors, using a combination of fundamental, quantitative, and modern portfolio theory approaches. The firm integrates tax and accounting capabilities alongside portfolio management, offering a coordinated service model that includes personal and business tax planning.

Anthony Mccracken Jr. is a CFP® professional with 15 years of experience in the financial industry. He is currently a member of the team at Alden Capital and has worked previously at Northwestern Mutual Wealth Management Company and William Borchert. Outside of his advisory role, he is the sole owner of Fortress Financial Services LLC and serves as Managing Director of Qualified Plans at Newcleus. Alden Capital Management serves a diverse client base including individuals, retirement plans, non-profits, registered investment advisers, and pooled investment vehicles, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing a combination of proprietary asset allocation strategies, third-party managers, and model portfolios delivered through its Alden COVE platform.

Karen Van Horn is a financial advisor at Alden Capital with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services and Oppenheimer & Co. Van Horn serves as Chief Risk Officer for Alden Investment Group and Chief Compliance Officer for Equalize Capital. Alden Capital Management serves individual clients, retirement plans, non-profit entities, registered investment advisers, and pooled investment vehicles, managing approximately $1.5 billion in assets. The firm offers customized asset allocation using internally managed strategies, third-party managers, and model portfolios, supported by its Alden COVE platform for integrated reporting and account management.

Kevin Janiec is a CFP® with 13 years of industry experience, currently serving as an advisor at Financial Coach. Prior to joining Financial Coach in 2021, he spent eight years at The Vanguard Group, Inc. Financial Coach is a team of five advisors serving individuals and couples nearing retirement as well as young families and emerging professionals. The firm provides modular financial planning combined with portfolio management, focusing on custom asset allocation using mutual funds and ETFs, with a planning-first approach that integrates human and technology support.

Ian Hoffman is a CFP® with 10 years of industry experience. He has worked at Thrive Wealth Management, LLC since 2023 and previously spent seven years at The Vanguard Group, Inc. Ian holds the Series 63 license. Thrive Wealth Management serves individuals—including high-net-worth clients—as well as retirement plan sponsors, charities, businesses, trusts, and estates. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and financial planning services, managing approximately $1.58 billion in client assets through a multi-advisor team.

Jonathan Allen is a financial advisor with Alden Investment Group, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC. He serves as treasurer of the Aircraft Square Club, a social organization in Doylestown, PA. Alden Investment Advisors provides portfolio management, retirement-plan advisory, and fee-only financial planning services to individuals, retirement plans, non-profits, other advisors, and pooled vehicles. The firm uses customized asset allocations that combine proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

Simon Crew is a financial advisor with Certior Financial Group, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Arkadios Wealth Advisors, Creative Capital Wealth Management Group, and Equitable Advisors, LLC. Certior Financial Group provides personalized financial planning and asset management services to individuals, pension plans, trusts, estates, corporations, and other business entities. The firm uses a multi-disciplined, client-tailored investment approach that combines active and passive vehicles and emphasizes downside risk mitigation.

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.

Justin Thompson is a CFP® with three years of experience and is currently with Stillwater Capital Advisors, LLC. He previously worked at CapFinancial Partners, LLC (CAPTRUST) and Veritable, LP. Outside of his advisory role, he serves as Finance Chair and board member for the Willistown Conservation Trust and as Treasurer and board member for Radnor Hunt, a social club. Stillwater Capital Advisors serves individual and high-net-worth clients, pension and endowment plans, charitable organizations, and corporate accounts. The firm provides tailored investment advice and discretionary portfolio management, combining fundamental and cyclical analysis with strategic asset allocation and a preference for long-term holdings.

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.

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.

Jonathan Smith is a CFP® with 21 years of industry experience and holds a Series 66 designation. He is affiliated with Ellis Investment Partners, LLC and Wealth Planning Solutions, LLC, where he has worked since 2012 and 2014, respectively. At Wealth Planning Solutions, he also sells insurance and annuity products during trading hours. Ellis Investment Partners provides investment advisory and planning services to individual and institutional clients, including high-net-worth individuals, trusts, small businesses, and retirement plans. The firm employs a dynamic asset-allocation approach and offers diversified investment options while delivering both fiduciary and non-fiduciary retirement plan services.

David Clark is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wick Capital Partners, LLC. His prior roles include positions at Merrill Lynch, Brandywine Oak Private Wealth, and Purshe Kaplan Sterling Investments. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, offering personalized asset management and comprehensive financial planning. The firm employs a mix of active and passive investment strategies and manages most client assets on a discretionary basis.

Maria Kelly is a financial advisor at Amplius Wealth Advisors with nine years of industry experience. She holds the CFP® designation and the Series 66 license. Prior to joining Amplius Wealth Advisors in 2025, she worked at The Vanguard Group for eight years and Merrill Lynch for one year. She also held a position at Temple University for three years. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by offering discretionary portfolio management, comprehensive financial planning, and retirement plan advisory services. The firm customizes advice using model portfolios, third-party managers, and sub-advisers, leveraging advanced operational and trading platforms to implement and monitor client strategies.