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.

James Meyer is a CFA® charterholder with 24 years of industry experience. He has been with Tower Bridge Advisors since 2001. The firm provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Tower Bridge Advisors employs a fundamental research-driven, strategic asset allocation approach across equities and fixed income, and actively manages private investment funds with sector-focused strategies.

Matthew Liebman is a CFA® charterholder with 22 years of experience in the financial industry. He is currently with Amplius Wealth Advisors and Amplius Asset Management, having previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. In addition to his advisory role, Liebman is licensed as an independent insurance agent, focusing on fixed and traditional insurance products. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm tailors investment strategies using model portfolios, third-party managers, and sub-advisers, leveraging operational platforms and maintaining relationships with affiliated entities to support its services.

David Campbell is a financial advisor at Meridian Wealth Partners, LLC with one year of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Meridian Bank and Fulton Financial Corporation. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for around 707 clients. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations using a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, offering both comprehensive financial planning and discretionary portfolio management.

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.

Carla Simon is a financial advisor at Insight Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Insight Advisors since 2013. Prior to that, she worked at Purshe Kaplan Sterling Investments, Inc. from 2013 to 2019. Insight Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities by providing comprehensive portfolio management, financial planning, and consulting services. The firm manages approximately $785.65 million in assets and employs a variety of investment strategies, including the use of ETFs, mutual funds, individual securities, options, and margin strategies, with ongoing portfolio reviews and rebalancing.

Elizabeth Shamir is a CFA® charterholder with 21 years of experience in the financial services industry. She has worked with several firms, including Certior Financial Group, Mutual Securities, Voya Financial Advisors, Financial Independence Planning, and Mass Mutual Investors Services. In addition to her advisory role, she serves on the investment committee of Congregation Beth Or and is a board member of Tikvah AJMI, a charity focused on improving quality of life for adults with mental illness. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse client base, including individuals, trusts, and business entities. The firm combines a multi-disciplined planning approach with discretionary portfolio management, utilizing flexible asset allocation and both active and passive investment strategies.

Christopher Mcnesby is a CFP® with 24 years of experience in financial advisory roles. He is currently with PW Nova Financial Services LLC and has previously worked at CMC Wealth Partners, Private Client Services, and Valley Financial Group among others. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm uses a combination of analytical methods to construct portfolios and offers both discretionary and non-discretionary management, including a sponsored wrap fee program.

Jerome Graham is a financial advisor with Syndicated Capital, Inc. in Doylestown, PA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Syndicated Capital since 2003. Graham also serves as president of Graham Financial Services. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages both discretionary and non-discretionary portfolios, offering customized investment programs constructed from equities, ETFs, fixed income, and mutual funds.

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.

Rose De Frank is a CFP® professional with three years of industry experience, currently serving at WealthFD since 2020. Prior to joining WealthFD, she held positions at Target and was involved with Saint Joseph's University in various roles. WealthFD offers advisory services to individuals, high-net-worth clients, and retirement plans, providing portfolio management, financial planning, and pension consulting with an emphasis on ERISA 3(21) and 3(38) services. The firm integrates investment strategies based on fundamental and quantitative analysis and incorporates tax and accounting services uncommon for firms of its size.

John Liberatore is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Concentus Wealth Advisors, LLC since 2016. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm offers private wealth and family-office style planning and oversees client accounts across various asset classes while tailoring strategies for complex tax and corporate matters.

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.

James Bickley is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with the State of Pennsylvania since 2013 and has been involved with Cresap, Inc., NASD, and his own firm, Bickley & Associates, Inc., for over two decades. In addition to his advisory role, he serves as an auctioneer for the State of Pennsylvania. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm utilizes a blend of proprietary and model-driven approaches, manages a substantial portion of assets non-discretionarily, and provides specialized programs including Relative Strength advisory and sub-advisory services to a private fund.

Timothy Chisholm is a financial advisor at NewSquare Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Efficient Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Brinker Capital Inc. He is also involved in cross-marketing strategic relationships sourced via Efficient referrals. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of retirement plans. The firm emphasizes diversified, strategic asset allocation implemented primarily through ETFs, equities, and fixed income, and employs tax-aware and options strategies alongside sub-advisory capabilities.

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.

David Lorditch is a CFP® professional with one year of experience, currently serving at Blue Bell Private Wealth Management, LLC. Prior to joining Blue Bell, he worked for nine years at Bryn Mawr Trust. Blue Bell Private Wealth Management offers discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, and estates. The firm’s investment approach includes exchange-traded funds, closed-end funds, structured investments, and options strategies, with ongoing portfolio management tailored to client objectives.

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.