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 16 years of industry experience, currently serving as an advisor at Eagle Wealth Strategies. She previously worked at Raymond James Financial Services from 2010 to 2023. Ortega is also the owner of Aerie Tax & Advisory, LLC, a tax and accounting services firm. Eagle Wealth Strategies is a fee-based, SEC-registered investment adviser providing wealth management and financial planning to individuals, trusts, businesses, and charitable organizations. The firm employs a long-term investment approach using diversified model portfolios and is affiliated with related professional firms offering tax, insurance, and credit management services.

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 with Victory Wealth Partners in Mullica Hill, NJ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, with prior roles at Valens Group, TFS Securities, and Victory Asset Management. Victory Wealth Partners serves individual clients, businesses, and retirement plan sponsors with financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm’s investment approach blends momentum and fundamental analysis, using math-based models and a collaborative committee to manage mutual funds and ETFs, while also offering third-party manager referrals and various investment vehicles.

Jason Mcgee is a financial advisor at Sentinel Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at FS Investment Solutions, LLC and Lincoln Financial Distributors, Inc. Sentinel Asset Management is a fee-based advisory firm serving individual and high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach combining fundamental, technical, and cyclical analysis, with continuous account monitoring and regular formal reviews.

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.

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.

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.

Connor Knox is a CFP® professional at Brandywine Oak Private Wealth LLC with two years of industry experience. Prior to joining Brandywine Oak, he worked at Corient Services LLC, Riskalyze, Envestnet, and Sei. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, providing financial planning, consulting, and both discretionary and non-discretionary investment and wealth management. The firm uses a goal-oriented investment approach based on family financial wealth plans, emphasizing low-cost, broadly diversified ETF core allocations, tax minimization, and behavioral finance principles.

Harold Sawyer, Jr. is a financial advisor with Westover Capital Advisors, LLC, where he has worked since 1999, bringing 26 years of industry experience. He holds leadership roles outside of investment advising, serving as chairman and CEO of The RAL Group, LLC, an entity formation and corporate filing business. Additionally, he serves as a director for several holding companies affiliated with Anheuser-Busch InBev. 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, and consulting services, employing a mix of fundamental and technical analysis alongside strategic asset allocation.

Jeffrey Leppert is a financial advisor with Market Street Wealth Management who holds Series 63 and Series 66 designations and has 28 years of industry experience. He has been with Market Street Wealth Management since 2011 and has prior experience with USA Financial Securities Corp, Market Street Financial Group, and Dynamic Financial Service Inc. Outside of his advisory role, he is co-owner of a charitable foundation, the Beatus Charitable Fund. Market Street Wealth Management is an SEC-registered firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term, fundamental analysis-based investment approach and utilizes diversified mutual funds and ETFs tailored to client goals and risk tolerance.

Lacy Redwine is a financial advisor at Conservest Capital Advisors Inc with one year of industry experience. She holds a Series 65 designation and has prior work experience at Tradezero America, Inc. and Artisan Smiles. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, and various institutional clients. The firm uses a customized investment strategy process focused on macroeconomic analysis and long-term, low-turnover portfolios, managing approximately $1.7 billion in discretionary assets across six advisors.

Dennis Perdue is a Series 65-licensed advisor with Westover Capital Advisors, LLC, based in Wilmington, DE, with four years of industry experience. He previously worked at Whisman Giordano & Associates, LLC and Master, Sidlow & Associates, P.A. Mr. Perdue is also a CPA who operates an accounting and tax preparation business outside of his advisory role. Westover Capital Advisors manages approximately $568.6 million for about 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary investment management, wealth advisory, and consulting services, integrating tax and accounting services through a formal affiliate relationship.

James Hall is a CFP® professional with 38 years of industry experience. He has been with Affinity Wealth Management LLC since 2018 and previously worked at Mercap Securities, LLC and Coastal Equities, Inc. Hall holds Series 63 and Series 65 licenses. Affinity Wealth Management LLC manages approximately $760 million for around 617 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term investment approach combining fundamental, technical, cyclical, and charting analysis to create customized portfolios across various asset classes.

Robert Pulsifer is a CFP® and CFA® with 28 years of experience in the financial services industry. He is currently with Almanack Investment Partners and has held prior positions at MerCap Securities, Spire Wealth Management, CoreStates Capital Advisors, MyCIO Wealth Partners, Morgan Stanley, and Ernst & Young Investment Advisers. He is also the owner and adviser of Junto Wealth, LLC, a financial planning business. Almanack Investment Partners provides investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm utilizes model asset allocation portfolios with diversified, risk-conscious strategies and manages pooled vehicles and private funds alongside managed accounts.

Corey Mac Dougall is a financial advisor at Oakbourne Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oakbourne Advisors since 2021, following a six-year tenure at SEI Investments Distribution Co. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage client portfolios, typically on a discretionary basis, with ongoing monitoring and at least semi-annual reviews.

Luke Smith is a financial advisor at DT Investment Partners, LLC with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at FS Investment Solutions, FS Investments, and Drexel University. DT Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, institutions, and municipalities. The firm employs an active management approach combining fundamental and technical analysis to adjust asset allocation across multiple asset classes and offers ongoing monitoring, quarterly reporting, and account aggregation tools.

Edward Williams is a CFP® with 24 years of industry experience. He is currently with Boldin Advisors and has previously worked at Facet Wealth, Citizens Bank, CLARFELD Financial Advisors, and TIAA. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses, offering investment advice based on Modern Portfolio Theory without discretionary account management. The firm emphasizes a long-term, buy-and-hold approach using low-cost index funds and ETFs and operates through multiple offices while maintaining a fee-only structure.

Christopher Diederich is a financial advisor at Oakbourne Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Cambridge Investment Research. Diederich serves as Chairman of the Jeffrey S. Gaunt Scholarship Foundation. Oakbourne Advisors provides investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, and business clients. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, and operates a multi-office platform serving clients through a team of eight advisors.