Nicholas Carper is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, PA, where he has worked for 31 years. He is part of a seven-advisor team at the firm and brings over three decades of industry experience. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals and families, along with estates, trusts, endowments, and foundations. The firm employs a long-term, goal-based investment approach that combines macro analysis with fundamental research to build diversified portfolios, emphasizing consultative client relationships.

Kurt Ruoff is a CFP® and Series 66-licensed advisor with 16 years of industry experience. He has worked at Cypress Financial Planning since 2020 and previously spent nine years with Morgan Stanley Smith Barney and five years with Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member and treasurer for a youth hockey tournament organization. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth households, families, businesses, and charitable or institutional clients. The firm manages approximately $395 million in assets and employs a range of trading strategies, including derivatives and options, within tailored portfolios under both discretionary and non-discretionary management.

Daniel Smyth is a managing director at HCR Wealth Advisors in Philadelphia, PA, with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including UBS Financial Services and Lincoln Financial Group. Smyth also serves as director of the Life, LTC, and Disability Insurance division at Relation Insurance Services. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and businesses. The firm employs a mix of fundamental and technical analysis across multiple investment strategies and manages nearly $2 billion in client assets with a team of ten advisors.

Irene Giman is a CFP®, CFA®, and Series 63 licensed advisor with 14 years of industry experience. She has been with RTD Financial Advisors Inc since 2016 and is also involved with Power Wellness. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients, including pension plans and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs and tax-aware portfolio management.

David Armbruster is a CFP® with seven years of industry experience, currently serving at Cypress Financial Planning since 2018. Prior to joining Cypress, he worked for four years at William Paterson University of New Jersey. Cypress Financial Planning is a fee-only, SEC-registered advisory firm managing approximately $490 million in client assets. The firm offers financial planning, investment management, and retirement-plan consulting to individuals, families, businesses, and institutional plan sponsors, utilizing a tailored, holistic investment approach that includes advanced trading strategies uncommon among similar-sized teams.

Samantha Silberstein is a CFP® with eight years of industry experience and currently advises at Chicory Wealth, where she has worked since 2025. Her prior roles include positions at Motley Fool Wealth Management, XYPN Invest, and TIAA CREF Individual & Institutional Services. Silberstein also has experience with educational and student loan planning organizations. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering additional services such as tax preparation, estate planning assistance, and business consulting. The firm incorporates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics in its investment approach and supports other registered investment advisers with model portfolio services and operational support.

Ethan Prince is a financial advisor at Nest Egg with Series 63 and Series 66 licenses and three years of industry experience. He has worked at The Vanguard Group, Inc. and Sei, and began his career following his education at West Chester University of Pennsylvania. 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 to manage diversified portfolios with limited face-to-face contact, serving a large client base primarily through intermediated distribution.

Christian Williams is a financial advisor at Medallion Wealth Advisors, LLC in Philadelphia, PA. He holds a Series 65 credential and has worked in the financial industry since 2019, including roles at The Michaels Organization and Berkadia. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, estates, retirement accounts, charitable organizations, and plan sponsors. The firm provides portfolio management, financial planning, pension consulting, and utilizes client-specific investment policies with a range of strategies including mutual funds, ETFs, and third-party managers.

Kate Poole is a financial advisor at Natural Investments with seven years of industry experience. She holds a Series 65 designation and has worked at Natural Investments since 2018, following prior roles at RSF Social Finance and Regenerative Finance. Natural Investments is a values-focused firm serving individual clients—including high-net-worth households—institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes asset-class diversification and long-term investment strategies primarily utilizing socially responsible funds and community investment instruments.

Joann Morgano is a financial advisor at Laurel Oak Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 18 years. Outside of her advisory role, she co-hosts a financial TV show, "It's Your Money with Jo Ann and Martin," where she discusses financial topics with industry experts. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and the use of independent managers, serving clients through a wrap fee program.

Harry Mccullough is a CFP® with 28 years of industry experience and has been with Comprehensive Investment Management, LLC since 2005. He is based in Philadelphia, PA, and holds the Series 63 designation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified allocations using primarily actively managed equity mutual funds with significant foreign exposure and index bond funds, following a long-term, low-turnover strategy integrated with tax planning through its team credentials.

Tyler Burns is a CFP® certificant with Series 65 and Series 63 licenses and three years of industry experience. He has worked at Keel Point Capital, Compass Ion Advisors, Ballentine Capital Advisors, and Efficient Advisors LLC. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm manages approximately $1.59 billion across discretionary and non-discretionary accounts using a team-driven advisory model that emphasizes strategic asset allocation and long-term holding periods.

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.

Heather Mcmeekin is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Mitchell Sinkler & Starr since 2015. Mitchell Sinkler & Starr advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. The firm emphasizes a long-term, goal-based investment approach with a combination of macro analysis and fundamental research, serving a concentrated client base with mostly advisory, non-discretionary accounts.

David Fitzgerald is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 63 license and bringing 37 years of industry experience. He has worked at Clearview Financial Partners since 2017 and concurrently with LPL Financial since 2010, also having been associated with The Wharton Advisory Group from 2002 to 2018. In addition to his advisory role, he sells fixed and term insurance to clients. Clearview Financial Partners provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting primarily for individuals, high-net-worth clients, and small businesses. The firm manages over $1 billion across more than 600 client relationships, using an open-architecture investment approach that includes sub-advisers, tactical and quantitative methods, and allocations to private markets.

Rahul Kothari is a financial advisor at Ironview Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Ironview, formerly Bergin Roberts & Co. LLC, since 2015. Outside of his advisory role, he serves on the board of directors for Elysium Robotics LLC. Ironview Capital Management is an SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of analytical approaches and investment strategies, including access to alternative investments and affiliated private equity funds.

David Leone is a CFP® professional with 10 years of experience in financial advising. He is currently with Forefront and Calton & Associates, Inc., and has held prior roles at Halpern Financial, Pacific Life Insurance Company, and Jackson National Life Distributors, among others. He operates Leone & Company Wealth Management, a comprehensive financial planning business under the Forefront Advisor Network. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm offers discretionary portfolio management, financial planning across multiple areas, and utilizes third-party managers, with an emphasis on individualized investment policies and ongoing client reviews.

Michael Dogum is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at Compass Ion Advisors, LLC since 2024 and previously spent 13 years with Pillar Wealth Advisors, LLC. Outside of advisory roles, he is a licensed insurance agent involved in multi-line insurance brokerage, including life, disability, and long-term care insurance. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various institutions, providing integrated financial planning, investment advisory, and retirement plan consulting. The firm employs a team-driven approach with a focus on strategic asset allocation and long-term investment horizons.

Robert Shaara is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with GreenLeaf Financial Network since 2020 and also owns and operates Verona Insurance Agency, where he has been involved in insurance sales since 1985. Outside of his advisory role, he manages the sales of non-securities insurance products through his insurance business. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities by providing portfolio management, financial planning, and investment consulting. The firm utilizes a range of investment strategies and emphasizes customized client solutions through its network of independent advisors.

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.