Paul Tully is a CFP® professional with 43 years of experience in the financial industry. He is currently with Eagle Wealth Strategies and has previously worked at Raymond James Financial Services. He is also president of EWS2, a corporation involved in the sale of life insurance and annuity products. Eagle Wealth Strategies is an SEC-registered investment adviser serving individuals, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using model portfolios of mutual funds, ETFs, and individual equities, supported by fundamental analysis and third-party research.

Charles Scogna is a financial advisor at Eagle Wealth Strategies with one year of industry experience. He holds a Series 65 credential and has worked previously at Association Headquarters, Deptford Township Schools, and Major League Baseball. Eagle Wealth Strategies is a fee-based, SEC-registered investment adviser serving individuals, trusts, estates, businesses, charitable organizations, and certain brokerage customers. The firm employs fundamental analysis and a generally long-term investment approach, utilizing model portfolios with low-cost mutual funds, ETFs, individual equities, bonds, alternative investments, structured products, and REITs.

Heath Goldstein is a financial advisor with 1st Financial Investment, Inc. in Philadelphia, PA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His background includes roles at Vestech Securities Inc. and engagement with multiple financial and insurance businesses. Outside of advising, he is active in volunteer emergency services and serves in leadership roles with the Chinchilla Hose Company, amateur radio and pilot clubs, and holds elected office as a judge of elections. 1st Financial Investment, Inc. provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach using passive index funds and ETFs complemented by active management where appropriate, with advisory services delivered on a non-discretionary basis.

Gavin Maurer is a CFP® at RTD Financial Advisors Inc with one year of industry experience. He previously worked at Bent Creek Country Club from 2018 to 2022 before joining RTD Financial Advisors. RTD Financial Advisors is a SEC-registered, multi-team firm serving individuals, families, and institutional clients including pension plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, utilizing individualized investment programs and a structured retirement-plan practice with fiduciary investment management and pooled employer plan services.

Rachel Moran is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 13 years of industry experience. She holds a Series 65 designation and has been with RTD Financial Advisors since 2013. RTD Financial Advisors serves individuals, families, and a variety of institutional clients, including pension and ERISA-covered retirement plans, pooled employer plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Joseph Scocca is a financial advisor at GSG Advisors LLC with 22 years of industry experience and holds a Series 66 designation. He has been associated with Greer, Scocca & Lau LLC since 2003 and GSG Advisors LLC since 2002. Outside of his advisory role, he is a 33% owner of a law firm specializing in estate and real estate matters. GSG Advisors LLC provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, employing a variety of investment vehicles and regularly reviewing client portfolios to tailor strategies based on time horizons, tax considerations, and risk tolerance.

Ashley Rosser is a financial advisor at Victory Wealth Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC since 2023. Rosser is also co-owner of Victory Asset Management Co., a non-investment business entity. Outside of her advisory role, she is involved with Penguin Cold Caps in Williamstown, NJ. 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 employs a combination of momentum and fundamental analysis alongside quantitative screening and fiduciary scoring, managing accounts on both discretionary and non-discretionary bases.

Fred Snitzer is a Series 65 credentialed advisor with 24 years of experience, currently serving at Prudent Management Associates since 2002. Based in Philadelphia, PA, he is part of a five-advisor team. 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 about 210 clients and employs a disciplined investment approach focused on primarily low-cost, no-load mutual funds, with risk-based model portfolios tailored by asset allocation and regularly reviewed by an investment committee.

James Mcconnel is a financial advisor at Mitchell Sinkler & Starr with seven years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining Mitchell Sinkler & Starr in 2018, he worked at Goldman Sachs & Co from 2015 to 2018 and spent three years at Montgomery School. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals, families, estates, trusts, endowments, and foundations. The firm follows a long-term, goal-based investment approach combining macro analysis with fundamental research to build portfolios of equities, bonds, and ETFs.

James Messner III is a CFA® charterholder with over one year of industry experience. He currently works at Kennedy Investment Group, where he has been since 2024. Prior to this, he spent 11 years at Glenmede Investment Management, LP. Kennedy Investment Group provides wealth management and financial planning services to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis and employs a fundamentally driven, generally long-term investment approach using diversified portfolios that include mutual funds, ETFs, individual securities, options, and alternative investments.

Zachary Merring is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with RTD Financial Advisors Inc in Philadelphia, PA, where he has worked since 2023. His prior experience includes roles at Lincoln Financial Advisors, OmniGrowth Wealth Professionals, and William Paterson University. 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 comprehensive retirement-plan support.

Christopher Vassallo is a CFP® professional with 14 years of industry experience. He has been with RTD Financial Advisors Inc in Philadelphia since 2010. 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 offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, with a focus on individualized investment programs and comprehensive retirement-plan support.

Richard Malesich is a financial advisor at PTS Brokerage, LLC with 29 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. He has been involved with R.C. Malesich & Associates, LLC since 1998, and has worked with PTS Brokerage and RCM Capital Management since 2007. Outside of investment advisory, he manages his own practice and engages in life, health, and disability insurance sales. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and advice to individuals, estates, trusts, and retirement plans. The firm customizes portfolios using fundamental and technical analysis, employs derivatives and options strategies for larger accounts, and operates as both a registered investment adviser and broker-dealer.

Jordan Goldstein is a financial advisor with 10 years of industry experience, currently associated with 1st Financial Investment, Inc. He holds credentials as a CPA and IT Auditor Manager and serves as a board member of 1st Financial Investments, Inc. Goldstein's prior work includes roles at Endo Pharmaceuticals, Inc., Delaware River Port Authority, and Clarivate, Inc., among others. He also operates JGold Consulting, LLC. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset-allocation approach combining passive index funds and ETFs with active managers, offering advice on a non-discretionary basis while monitoring outside money managers.

Patrick Mc Crindle is a financial advisor with Laurel Oak Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Ameriprise, Private Advisor Group, LPL Financial, SGI Wealth Management, as well as teaching appointments at Rutgers School of Business and Camden County College. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm combines active and passive strategies with tactical asset allocation and alternative investments within a scaled, predominantly discretionary service model.

Guilian Dileonardo is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Liberty One Wealth Advisors since 2021 and previously at Bank of America and Merrill from 2017 to 2021. He is also the Managing Director of Liberty One Private Risk, an insurance agency serving clients in Philadelphia. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and some institutions. The firm employs a goals-based planning process and utilizes an asset-allocation framework focused on exchange-traded funds with systematic rebalancing and offers unique strategies such as long-short direct indexing and alternative assets for suitable clients.

Branden Hess is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 65 and Series 63 licenses and bringing 8 years of industry experience. His prior work includes roles at OSAIC and Securities America Inc, with additional experience at ARI Fleet. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and institutions by providing financial planning, asset management, and qualified retirement plan consulting. The firm employs fundamental analysis and strategic asset allocation with a long-term orientation, using a combination of model portfolios, third-party sub-advisors, and in-house management.

Fan Feng is a CFP® with eight years of industry experience, currently serving at Liberty One Wealth Advisors since 2021. Prior to this, Fan worked at Bank of America, Merrill, Citizens Securities, Citizens Bank, Chubb Insurance, Gilbane Building Company, and Drexel University. Fan is a member of the Drexel University Alumni Board of Governance and is a co-trustee of a family irrevocable trust. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and some institutions. The firm follows a goals-based planning approach using an asset-allocation framework focused on exchange-traded funds, with systematic rebalancing and additional strategies including long-short direct indexing and alternative assets for suitable clients.

Michael Young Jr. is a financial advisor at Almanack Investment Partners with seven years of industry experience. He holds the Series 66 designation and has worked previously at Redwood Wealth Management Group, Purshe Kaplan Sterling Investments, New York Life Insurance, and LPL Financial, among others. Almanack Investment Partners provides investment management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm utilizes model asset allocation portfolios focused on diversified, risk-conscious strategies and manages adviser-led pooled vehicles and private funds.

Peter Toscani is a CFP® and CFA® with seven years of experience in the financial advisory industry. He has worked at Mitchell Sinkler & Starr since 2019 and previously spent three years at Chartwell Investment Partners. Mitchell Sinkler & Starr serves high-net-worth individuals, families, estates, trusts, endowments, and foundations, employing a long-term, goal-based investment approach that integrates top-down macro analysis with bottom-up fundamental research to build portfolios focused on high-quality equities, bonds, and ETFs. The firm primarily offers consultative, non-discretionary advisory services with a minimum $2 million account size.