Ross Muldoon is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ellis Investment Partners, LLC. He has been with Ellis Investment Partners since 2013. In addition to his advisory role, Muldoon is a licensed insurance agent in Pennsylvania and New Jersey, specializing in life and annuities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework with an emphasis on diversification and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Thomas Ervin is a CFP® professional with 11 years of industry experience. He is currently affiliated with Diversified, LLC and has previously worked at Purshe Kaplan Sterling Investments and Securities Service Network, Inc. In addition to his advisory role, he is a licensed insurance agent. Diversified, LLC provides investment advice and financial planning services to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, portfolio management, and retirement plan advisory, utilizing a two-phase planning process and a range of third-party managers and platforms tailored to clients’ objectives and risk tolerances.

Brendan Moleski is a financial advisor at Conservest Capital Advisors Inc with 13 years of industry experience. He holds the Series 66 designation and has been with Conservest since 2015. Conservest Capital Advisors provides fee-only portfolio management and financial planning services for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm uses a customized, interview-driven investment process that emphasizes long-term, low-turnover portfolios with broad equity exposure and individually selected bonds, managing approximately $1.7 billion in discretionary assets across six advisors.

Andrew Factor is a financial advisor with Clearview Financial Partners, holding the Series 63 and Series 65 designations and 14 years of industry experience. He has worked at Clearview Financial Partners since 2018 and previously was with LPL Financial and The Wharton Advisory Group. Factor is also involved in insurance sales through his independent insurance business. Clearview Financial Partners serves individuals, high-net-worth clients, and small businesses, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting. The firm manages approximately $1.06 billion across more than 600 client relationships and employs an open-architecture investment approach that includes access to third-party managers and private market allocations.

David Levy is a CFP® certificant with 18 years of experience in the financial advisory industry. He is currently with Diversified, LLC, where he has worked since 2007, including time at affiliated entities, and previously held positions at Purshe Kaplan Sterling Financial and Securities Service Network. Outside of his advisory role, Levy is involved in managing an affiliated tax services firm, Diversified Tax, where he participates in business growth and decision-making. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process with tailored asset allocation strategies and utilizes third-party managers and platforms to support client portfolios, while also offering affiliated insurance and tax services.

Thomas Rylko is a CFP® professional with 16 years of industry experience, currently serving as an advisor at TGS Financial Advisors since 2015. He holds the Series 65 designation and is based in Radnor, PA. TGS Financial Advisors is a team of seven professionals serving individuals, business entities, trusts, estates, charitable organizations, and participant-directed retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, with a distinctive focus on wrap-fee programs and a specialized advisory track for medical professionals.

Joseph Dimaio is a financial advisor at Wick Capital Partners, LLC with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Wick Capital Partners in 2023, he worked at Bryn Mawr Trust for five years and West Capital Management, Inc. for sixteen years. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, providing personalized asset management and comprehensive financial planning. The firm employs a combination of fundamental analysis and both active and passive strategies, managing most client assets on a discretionary basis and offering retirement-plan consulting and fiduciary services under ERISA.

Charles Scavone IV is a financial advisor with Nest Egg, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Nest Investments BD LLC since 2018 and at Nest Investments LLC since 2017, following a year at Fidelity Brokerage Services LLC. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet- and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models alongside an algorithm to create and rebalance model portfolios, managing accounts on a discretionary basis with limited face-to-face contact.

Christopher Topolewski is a financial advisor with Wick Capital Partners, LLC, holding a Series 65 designation and 23 years of industry experience. He has worked at Wick Capital Partners since 2018 and previously spent 16 years at West Capital Management, Inc. Outside of his advisory role, Mr. Topolewski is involved in real estate acquisition and development with family members and serves as an advisory board member of the Archdiocese of Philadelphia, focusing on investment matters. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities by providing personalized asset management and comprehensive financial planning. The firm employs a mix of active and passive investment strategies based on fundamental analysis and manages most client assets on a discretionary basis.

Brent Delabarre is a Series 65-licensed advisor with LUMINIST Capital, LLC in Grand Rapids, MI. He has one year of industry experience and previously worked in various roles at Pfizer Inc., Mallinckrodt Pharmaceuticals, Optofluidic Bioassay, and Hygieia Inc. LUMINIST Capital offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a mix of fundamental and technical analysis to manage client accounts, providing tailored portfolio management, consulting, and co‑advisory arrangements.

Gary Hess is a CFA® charterholder with 27 years of industry experience. He has been with Baldwin Investment Management, LLC since 2017 and previously worked at Rkm Advisors, Inc. from 2012 to 2016. Baldwin Investment Management, LLC provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a combination of quantitative stock-selection models, qualitative research by sector-focused portfolio managers, and technical chart analysis in its investment process.

David Lorine is a financial advisor at Conservest Capital Advisors Inc with 26 years of industry experience. He has been with Conservest Capital Advisors since 1999. He holds a Series 65 designation. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies based on in-depth client interviews and manages nearly $1.925 billion in discretionary assets across a compact team.

Keith Hering is a financial advisor at Kennedy Investment Group with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services Advisors and Hering Financial Services, Inc., where he was also the owner. Kennedy Investment Group provides wealth management and financial planning to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis, employing a fundamentally based investment approach with diversified portfolios that include mutual funds, ETFs, stocks, bonds, options, and alternative investments.

Joseph Plevelich is a CFA® charterholder at Pekin Hardy Strauss, Inc. with six years of industry experience. He has worked at Pekin Hardy Strauss since 2021 and concurrently at Boenning & Scattergood, Inc. since 2020, following sixteen years at Schneider Capital Management. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, registered investment companies, charitable organizations, and corporations. The firm’s investment process emphasizes fundamental analysis, asset allocation, and ESG factors, employing a variety of instruments and strategies—including derivatives and pooled vehicles—to tailor portfolios to clients’ objectives and manage risk.

Man Hyung Hahn is a CFP® professional with five years of experience in the financial industry. He has been with RTD Financial Advisors Inc. since 2013 and previously worked at Intuit from 2018 to 2019. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning and personalized investment management through an asset-allocation driven approach, offering both discretionary and non-discretionary services along with specialized fiduciary consulting for employer retirement plans.

Jennifer Bravo is a CFP® with 15 years of industry experience and has been with Entrust Financial LLC since 2017. Her prior work includes roles at Wexco Financial Group, Minnesota Life Insurance Company, Securian Financial Services, Inc., and Wechsler Marcisco Simpson. She serves as Chair of the Governance Committee and is a board member of the National Association of Women Business Owners Greater Philadelphia. Entrust Financial is a registered investment adviser serving individuals, trusts, estates, and business entities with a team of five advisors managing approximately $351 million in client assets. The firm uses fundamental analysis and a multi-step process to set long-term investment objectives, implementing tailored portfolios primarily with mutual funds, ETFs, and selected independent managers.

Daniel Kelley is a financial advisor with Ellis Investment Partners, LLC in Berwyn, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Ellis Investment Partners since 2012. In addition to his advisory role, he acts as an agent for several insurance companies, selling long-term care, life, and health insurance products. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework and offers a full suite of ERISA retirement plan services, including fiduciary roles and participant education.

Conor Bradley is a financial advisor at Sterling Investment Advisors Ltd. with a Series 65 credential. He has one year of industry experience and has previously worked at Lincoln Financial, SEI Investments, and Matus Windows. Sterling Investment Advisors Ltd. is a SEC-registered, team-based investment adviser serving individuals, pension and profit-sharing plans, and other entities. The firm offers discretionary portfolio management and financial planning, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, independent managers, and derivatives.

Katherine Davis is a financial advisor at RiversEdge Advisors with nine years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at firms including Beacon Financial Services, LPL Financial, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory and emphasizes strategic asset allocations primarily using ETFs, with technology integrations and third-party managers as appropriate.

Daniel Dougherty is a ChFC® credentialed financial advisor with 14 years of industry experience. He is a managing partner at Absolute Wealth Management, LLC, where he divides his focus between investment planning and insurance solutions. Dougherty also serves on the advisory board of Fusematic Corporation, a startup developing a friction bonding tool, and is a managing partner at Prestige Strategies, LLC, which offers premium financed life insurance. Horter Investment Management, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a multi-manager and model portfolio approach, offering both discretionary and non-discretionary investment options with oversight from an Investment Committee.