Mark Watkinson is a financial advisor at Watkinson Capital Advisors LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Watkinson Capital Advisors since 2011, with a three-year tenure at A.H. Williams & Co. from 2014 to 2017. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary portfolio management, municipal bond strategies, and asset management services. The firm’s investment approach focuses on tax-advantaged fixed income through strategies like the Municipal Bond Advantage ladder and the Core-Plus hybrid, combining laddered allocations with active trading and leverage.

Douglas Macgray is a CFP® with 25 years of industry experience, currently serving at Stonecrop Wealth Advisors, LLC since 2020. His prior roles include positions at Compass Ion Advisors, LLC, APW Capital, Inc., EGE Advisors, Ltd., and Andesa Financial Management, Inc. He holds a Juris Doctorate and is a licensed attorney; he is also a board member of Missio Seminary and serves on the board of trustees at Gordon College. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients such as colleges and charitable organizations. The firm provides integrated financial planning and investment management tailored to each client’s mission and goals, utilizing a team-driven approach and various platforms to manage assets effectively.

Brent Bonstingl is a financial advisor with Delaware Wealth Planners in Wilmington, DE, holding Series 65 and Series 66 licenses and having 13 years of industry experience. He has worked at Delaware Avenue Wealth Planners, LLC and Penn Investment Advisors, Inc. During his career, he has also worked as an independent insurance agent specializing in fixed products. Delaware Wealth Planners serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm utilizes multiple analytical approaches and a broad investment menu, including third-party sub-advised strategies, and may accept fiduciary roles for retirement plans.

Kent Addis is a financial advisor with Addis & Hill, Incorporated, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Addis & Hill since 2000. Outside of his advisory role, he is a partner and owner of A&H Properties, LLC, a business involved in the buying and selling of commercial and residential real estate. Addis & Hill provides comprehensive financial planning and discretionary investment management primarily to individuals, families, and trusts with investible assets ranging from the mid-six-figure to multi-million dollar levels. The firm employs a data-driven portfolio optimization approach using ETFs and individual bonds, supported by proprietary and third-party planning tools and collaboration with outside professionals.

Richard Hellberg is a ChFC® credentialed advisor with 48 years of industry experience, currently serving at Peteralexander. He has worked with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc, and has been with Peter Alexander & Co, Inc since 1991. Outside of his advisory role, he serves as chairman of the finance committee for St. Luke United Methodist and is involved in local political and charitable organizations, including serving as a Republican committeeman and a board member of Simpson Senior Services. He is also a contributing author on estate planning topics. Peteralexander primarily serves individuals, profit-sharing plans, trusts, and business entities by referring clients to third-party registered investment advisers and providing standalone financial planning and consulting services. The firm operates mainly as a solicitor and does not manage client securities directly, focusing instead on facilitating introductions and administering life insurance and annuity contracts.

Mary Focht is a CFP® professional with over 17 years of experience in financial advisory, currently serving at Viable since 2024. Prior to joining Viable, she operated independently for 17 years. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based, top-down macroeconomic approach with an emphasis on behavioral finance and asset allocation, primarily using exchange-traded funds in discretionary portfolio management.

Allen Osgood is a CFP® and Series 65 credentialed advisor with 24 years of industry experience. He has been with Financial Freedom, LLC since 1983. Financial Freedom, LLC is a fee-only wealth management firm serving individuals, families, trusts, estates, small businesses, and charitable organizations. The firm offers customized financial planning and investment management, focusing on tailored Investment Policy Statements and strategic asset allocation using individual securities, mutual funds, and ETFs.

R. Christopher Wiegand is a CFA charterholder with 22 years of experience in the financial advisory industry. He has been with Newbridge Wealth Management since 2014 and has prior experience at Bird & Wiegand Financial Services, LLC, and B&W. Newbridge Wealth Management is an independent, fee-only registered investment adviser serving individuals and a range of institutional clients. The firm employs a “macro-tactical” investment approach focused on asset-class allocation, utilizing index-tracking funds alongside selective active management and non-traditional asset classes, while also offering comprehensive financial planning and specialized services for uncommon client types such as sovereign wealth funds and municipal governments.

Timothy Humphreys is a CFP® with 14 years of industry experience, currently advising at Delaware Wealth Planners in Wilmington, DE. His prior work includes roles at Eagleview Advisors and Delaware Avenue Wealth Planners, alongside entrepreneurial ventures such as owning and advising multiple businesses including a business consulting firm and several service companies. Delaware Wealth Planners serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs multiple analytical investment approaches and a broad range of strategies, including the use of third-party sub-advisors and alternative investment vehicles.

Richard Jakotowicz Jr. is a CFP® and CFA® affiliated with Benchmark Financial, LLC in Wilmington, DE, with 13 years of industry experience. He has worked at Benchmark Financial since 2018 and previously at Tfg Wealth Management, Llc. In addition to his advisory role, he serves as Director of the Lerner College Trading Center at the University of Delaware, where he teaches business courses and integrates the trading center into the curriculum. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses, offering personalized portfolio management, comprehensive financial planning, and investment consulting. The firm emphasizes passive portfolio construction using index funds, ETFs, and fixed income instruments, with customized plans based on client goals, risk tolerance, and tax considerations.

Larry Peery II is a financial advisor at Magnolia Private Wealth, LLC in Philadelphia, PA, holding a Series 65 designation with nine years of industry experience. Prior to joining Magnolia, he worked for seven years at Cavria Advisors, LLC. Outside of his advisory role, he is a partner at FA Digital, LLC, a non-investment-related business. Magnolia Private Wealth serves individual clients, trusts, pension plans, and charitable organizations, offering financial planning, discretionary portfolio management, and employee benefit plan services. The firm employs a customized investment approach blending fundamental and technical analysis and collaborates with affiliated tax and insurance providers.

William Kish is a financial advisor at Arsenal Capital Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Wells Fargo Clearing, UBS Financial Services, and Main Street Financial Solutions. Prior to his financial career, he spent three years with the Cincinnati Reds and one year in independent sports and entertainment. Arsenal Capital Advisors provides financial planning and discretionary portfolio management to select individuals, families, charitable organizations, and certain corporate clients, as well as advising private funds. The firm uses a combination of analytical approaches and trading tools while offering ERISA fiduciary services and managing a multi-hundred-million-dollar discretionary asset base with a small advisory team.

David Lynch is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He founded Lynch Investment Planning, LLC, where he has worked for two years following prior roles at Wealth Enhancement Group and Hoover Financial Advisors. Lynch Investment Planning serves individuals, charitable organizations, and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting, and seasonal tax preparation. The firm employs a risk-based, diversified asset allocation approach and acts as an ERISA fiduciary for retirement plans, combining investment, tax, insurance, and consulting services.

Stephen Way is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. He has been with Setarcos Wealth Advisors LLC since 2014. Setarcos Wealth Advisors LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management alongside financial planning and consulting. The firm uses a customized, fundamental-analysis approach with a generally long-term orientation and offers planning services without separate charges to investment management clients.

Voltaire Escalona is a financial advisor at Arsenal Capital Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Goldman Sachs & Co., JPMorgan Chase, and Symphony Communication Services Holdings LLC. Arsenal Capital Advisors LLC serves select individuals, high-net-worth families, charitable organizations, and ERISA-qualified plans. The firm provides portfolio management and financial planning based on individualized Investment Policy Statements, employing a range of analytical methods and strategies, and offers ERISA fiduciary services as part of its investment approach.

David Dewitt is a CFP® with 29 years of industry experience. He has been with DeWitt Capital Management since 1998. DeWitt Capital Management offers portfolio management, financial consulting, and sub-advisory services to individuals, trusts, and estates, including high-net-worth clients. The firm integrates fundamental and technical analysis with local research and third-party tools to create diversified portfolios and manages an Energy Income Strategy focused on master limited partnerships.

Connor Matheny is a CFP® with three years of industry experience and currently serves as a financial advisor at Rockford Financial Planning in Wilmington, DE. He has worked exclusively with Rockford Financial Planning since 2021, with prior experience outside the financial sector. Rockford Financial Planning serves individual clients, including high-net-worth households, and provides consulting to employer retirement plans. The firm primarily implements passive, asset-class-based portfolios using index mutual funds and ETFs, managing accounts on a discretionary basis through a wrap fee program that combines advisory, trading, and custodial services into a single billing arrangement.

Kyle Rolek is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Rolek Retirement Planning in Berwyn, PA. He previously worked at Rolek Wealth Management LLC for 10 years and Rolek Advisory LLC for 2 years. In addition to financial advising, Rolek spends part of his time selling insurance products to retail clients. Rolek Retirement Planning provides financial planning and investment management services to individuals, high net worth clients, trusts, and retirement accounts. The firm focuses on customized portfolios using fundamental analysis, emphasizing low-cost mutual funds and ETFs, and offers educational services such as retirement planning seminars and published materials.

Kelly Bashore is a financial advisor at Addis & Hill, Incorporated with nine years of industry experience. She holds a Series 65 designation and has been with the firm since 2006. Addis & Hill, Incorporated provides comprehensive financial planning and discretionary investment management to individuals, families, and trusts, primarily serving clients with mid-six-figure to multi-million dollar investible assets. The firm uses a data-driven portfolio optimization approach focused on controlling volatility and reducing prolonged drawdowns, combining proprietary and third-party planning tools and collaborating with outside professionals for tax, legal, and insurance matters.

Burwell Hutchinson III is a CFP® professional with 21 years of industry experience, currently serving at Foundation Wealth Management, LLC since 2024. He previously worked for Integrated Wealth Advisors, LLC for 17 years. Outside of his advisory role, Hutchinson provides tax preparation and accounting services as a CPA through Integrated Tax and Business Services, LLC, and also serves as a notary public. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with comprehensive wealth management that integrates financial planning and discretionary investment management. The firm follows a fee-only model and manages portfolios using fundamental analysis across various asset classes, with most client assets managed on a discretionary basis.