Caitlyn Tierney is a CFP® and holds a Series 63 license, currently serving as a financial advisor at Westover Capital Advisors, LLC with three years of industry experience. Her prior roles include positions at Avantax Investment Services Inc., Fenstermacher & Company, PC, and Wells Fargo Bank. Westover Capital Advisors manages approximately $568.6 million for around 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides discretionary investment management, wealth advisory, trust services, and financial planning, combining fundamental and technical analysis with strategic asset allocation and selective use of ETFs and option strategies.

Michael Fisher is a CFP® professional with 22 years of experience in financial advising. He is currently with Diversified, LLC and has previously worked at Lincoln Investment Planning, Inc. and Securities Service Network, LLC. Outside of advising, he serves on the board of directors and oversees operations at Diversified Insurance, LLC. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm offers a multi-tiered planning process, discretionary and non-discretionary portfolio management, and utilizes third-party managers and platforms to tailor strategies to clients’ objectives and risk tolerances.

Spencer Peet is a CFP® with six years of industry experience, currently serving at Key Financial, Inc. He has previously worked at Tristate Financial Advisors and Fortegra Financial Corporation, and spent four years at the University of Delaware. Peet maintains an independent insurance agent license to stay informed about insurance products, though he does not actively sell insurance. Key Financial, Inc. provides comprehensive financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified mutual funds and ETFs with a buy-and-hold strategy.

William Love Jr. is a CFP® professional at RTD Financial Advisors Inc with 21 years of industry experience. He has been with RTD Financial Advisors since 2018 and previously worked at The Marshall Financial Group, Inc. from 2006 to 2018. He serves as president of the Financial Planning Association Philadelphia Tri-State chapter and is also involved in professional coaching. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients such as pension plans 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 specialized retirement-plan support.

Monique Holloway is a CFP® and holds a Series 65 license with 11 years of industry experience. She currently works at AMC Wealth Management, LLC and was previously with Third Sigma Investment Advisors LLC for nine years. AMC Wealth Management, LLC is a team-based, state-registered advisory firm serving individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets and employs a strategic asset-allocation approach using exchange-traded funds and mutual funds, offering financial planning both as a complement to managed accounts and on an hourly basis.

Kevin Dombrowski is a Series 65-licensed advisor at Grey Fox Wealth Advisors, LLC with eight years of industry experience. He previously worked at Morningstar, Inc. and MainLine Private Wealth, LLC before joining Grey Fox Wealth Advisors in 2020. Outside of advisory services, he is a Partner at Grey Fox Capital, LLC, a private equity firm focused on Opportunity Zone investments. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension consulting. The firm employs a model-based, academic investment approach using low-cost mutual funds and ETFs, with flexibility for customized allocations and alternative investments.

John Blair III is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at DT Investment Partners, LLC since 2024 and was previously with The Vanguard Group, Inc. for eight years. DT Investment Partners provides discretionary and non-discretionary investment management and financial planning services to a range of clients, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to adjust asset allocation across various asset classes.

Brian Collins is a CFP® professional with 28 years of industry experience. He is a co-owner of Collins CPAs, an accounting firm providing accounting and tax preparation services, and has been with Comprehensive Investment Management, LLC since 2005. His background includes extensive work in both financial advising and tax preparation. Comprehensive Investment Management, LLC serves a small client base of individuals, trusts, corporations, and retirement plans, managing approximately $43.8 million. The firm offers discretionary portfolio management and financial advisory services, emphasizing diversified, long-term investment strategies and integrating tax planning with investment management.

Sarah Clayton is a financial advisor with Market Street Wealth Management in West Chester, PA. She holds a Series 66 designation and has eight years of industry experience. Clayton has worked at USA Financial Securities since 2018 and has been associated with Market Street Financial Group and Market Street Wealth Management LLC since 2015. Market Street Wealth Management advises individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to unaffiliated money managers and private investment funds. The firm employs a fundamentals-driven, long-term investment approach with ongoing monitoring and strategic asset allocation, supplemented by financial planning services including a dedicated program for younger investors.

John Blair is a financial advisor at DT Investment Partners, LLC in Chadds Ford, PA, with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at DT Investment Partners since 2011 and Independent Wealth Advisors since 2017. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a range of clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis and offers customized strategies tailored to client risk profiles.

Michael Mac Neal is a financial advisor at Veery Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Veery Capital since 2018. Prior to this, he was with Peterman Benefits for 16 years. Outside of his advisory role, Mac Neal is the owner of The Bric Agency, a group benefits business, and a partial owner of Buildng of West Chester, LLC, which manages property in West Chester, PA. Veery Capital provides investment advisory and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a modern portfolio theory approach with strategic asset allocation primarily through ETFs and manages approximately $802 million in client assets through a team of six advisors.

Jessica Ortega is a CFP® with 15 years of industry experience, currently serving as an advisor at Eagle Wealth Strategies. She previously worked at Raymond James Financial Services Advisors Inc. for over a decade. Outside of her advisory role, Ortega owns and operates Aerie Tax & Advisory, LLC, a tax and accounting services firm. Eagle Wealth Strategies is a SEC-registered advisory firm that serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with a focus on fundamental analysis and diversified model portfolios, supplemented by independent third-party investment consulting and tax services through its affiliated firm.

Karen Malchione is a financial advisor at Clariti Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has been associated with Schiavi & Dattani since 1998. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in assets. The firm offers integrated financial planning and investment management, utilizing diversified portfolios with a mix of active and passive strategies, and incorporates tax planning and trustee support in its services.

Jacob Riloff is a financial advisor at Victory Wealth Partners with 32 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, Victory Asset Management Co., Inc., TFS Securities, Inc., and Valens Group, LLC. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach combines momentum and fundamental analysis with quantitative screening and fiduciary scoring, managing portfolios through mutual funds, ETFs, and model allocations on both discretionary and non-discretionary bases.

Richard Everett is a CFP® and CFA® with 18 years of industry experience. He is affiliated with Key Financial, Inc., where he serves as Chief Investment Officer and assists with portfolio management. Everett has a long tenure at both Key Financial, Inc. and Royal Alliance Associates. Key Financial, Inc. provides comprehensive financial planning and portfolio management services for individuals, trusts, pension plans, and charitable organizations. The firm emphasizes long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, combining planning with ongoing portfolio monitoring and rebalancing through discretionary accounts custodied at Pershing/Osaic Wealth.

Marc Labadie is a CFP® professional with 19 years of industry experience. He has been with RTD Financial Advisors Inc in Philadelphia, PA since 2006. RTD Financial Advisors serves individuals, families—including high-net-worth clients—and a variety of institutional clients such as 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 an investment approach focused on individualized policy statements, asset allocation, and ongoing portfolio oversight.

Benjamin Baehr is an advisor with JECohen & Co., LLC and holds a Series 65 designation. He has been with JECohen & Co. since 2025 and previously worked at Educational Testing Service for 11 years. Baehr is also an insurance agent with The Insight Insurance Group, dedicating a portion of his time to insurance sales and services. JECohen & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, pension plans, institutions, and small businesses. The firm follows a value-oriented, bottom-up fundamental approach focused on capital preservation and utilizes opportunistic allocations into undervalued or distressed securities.

Alexander Sobkowiak is a financial advisor at Odyssey Capital Advisors Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at PGIM, Inc. and Temple University. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm tailors investment programs to clients’ goals and risk tolerances, employing a variety of strategies including fundamental analysis, long-term holdings, trading, and options.

Daniel Berkowitz is a CFA® charterholder with seven years of industry experience. He has worked at Prudent Management Associates since 2019 and was previously employed at Vanguard from 2015 to 2019. Based in Philadelphia, PA, he is part of a five-advisor team at Prudent Management Associates. Prudent Management Associates provides discretionary portfolio management and limited consulting services to high-net-worth individuals, charitable institutions, foundations, endowments, and corporate plans. The firm manages approximately $1.23 billion for around 210 clients, employing primarily low-cost, no-load mutual funds and offering four risk-based model portfolios tailored by asset allocation and regularly rebalanced.

Shayna Harvey is a CFP® and ChFC® with 25 years of experience in the financial industry. She is currently an advisor at JECohen & Co., LLC and has held roles at The Insight Advisory Group, LLC and The Insight Insurance Group since 2015, as well as operating Shaylear Financial, LLC since 2010. Outside of her advisory work, she volunteers as a program director and workshop facilitator for the Institute for Financial Success, a financial ministry at New Covenant Church of Philadelphia. JECohen & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, pension plans, and small businesses. The firm employs a value-oriented, bottom-up fundamental investment approach focused on capital preservation and long-term horizons, managing approximately $77.8 million across private pooled vehicles and separately managed accounts.