Paul Mccolgan is a financial advisor with IVC Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Private Client Services and Kestra Advisory Services LLC. He serves as vice chairman of Perkasie Industrial Development, a nonprofit-focused organization that facilitates lower interest rate loans for community-benefiting projects. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $455 million and uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment portfolios tailored to client needs.

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.

Timothy Mickey is a CFP®-certified financial advisor with 44 years of industry experience, currently serving at Aviso Wealth Management. His career includes roles at OSAIC, Cetera Advisors LLC, and First Allied Securities. Outside of his advisory work, he is involved with Aviso Tax Services, an affiliated tax preparation company to which he may refer clients without compensation. Aviso Wealth Management is a nine-advisor team managing approximately $495 million across 772 client relationships. The firm provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations, employing a range of analytical approaches and offering both discretionary and non-discretionary portfolio management.

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.

Jennifer Bravo is a CFP® with 14 years of industry experience and has been with Entrust Financial LLC since 2017. Her prior roles include positions at Wexco Financial Group, Minnesota Life Insurance Company, Securian Financial Services, and Wechsler Marcisco Simpson. She serves as Chair of the Governance Committee and board member for the National Association of Women Business Owners Greater Philadelphia. Entrust Financial is a registered investment adviser providing financial planning, consulting, and investment management services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs fundamental analysis and a multi-step process to establish long-term investment objectives, typically implementing portfolios 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.

Pierce Archer is a financial advisor with Radnor Capital Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Radnor Capital Management since 2012. In addition to his advisory role, he serves as trustee for 12 individual separate trust accounts, managing and administering these trusts independently of Radnor Capital. Radnor Capital Management serves individual and high-net-worth clients, families, trusts, and institutions with wealth management, investment management, and consulting services. The firm employs a bottom-up, fundamental investment process focused on individual securities and offers a bespoke advisory practice alongside a distinctive Small-Midcap equity strategy.

Evan Avgerinos is a financial advisor with Ellis Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ellis Investment Partners since 2012 and also serves as president of Valley Forge Consulting Group, Inc., an insurance sales business. 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 emphasizes diversification and tax-aware management, with a range of investment options and specialized ERISA retirement plan services.

Irvin Schorsch is a CFP® with 29 years of industry experience and has been with Pennsylvania Capital Management Inc. since 1995. He holds Series 63 and Series 65 licenses and is based in Huntingdon Valley, PA. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering tailored asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

Brendan Gilmore is a financial advisor with Almanack Investment Partners, holding a Series 66 designation and 16 years of industry experience. He has worked at Almanack since 2020 and previously held roles at Innovation Partners and MerCap Advisors, Inc. Gilmore serves as a board member overseeing the endowment of the National Liberty Museum, a charitable organization. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm utilizes model asset allocation portfolios that combine diversified, risk-conscious strategies across mutual funds, ETFs, and managed accounts, and it also manages adviser-led pooled vehicles and affiliated private funds.

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 21 years of industry experience. 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 an independent insurance agent focusing on fixed and traditional insurance products. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by offering discretionary portfolio management, financial planning, and access to fee-based insurance and third-party money managers. The firm customizes its advice to client objectives and leverages platform relationships and external managers to implement model portfolios and tailored solutions.

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

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® professional with 19 years of industry experience, currently serving at Wick Capital Partners, LLC. Her prior roles include positions at Mission Wealth Management, West Capital Management, and Mercer Global Advisors. Wick Capital Partners advises a diverse client base including individuals, families, trusts, and charitable organizations, offering personalized asset management and comprehensive financial planning. The firm employs a combination of fundamental analysis and active and passive investment strategies and provides discretionary management along with retirement-plan consulting and fiduciary services.

David Gotwals is a financial advisor at IVC Wealth Advisors LLC with 25 years of industry experience. He holds the ChFC® designation and has worked at Kestra Advisory Services LLC and Kestra Investment Services LLC before joining IVC Wealth Advisors in 2014. Outside of advising, he is involved with Clear Employer Services, a professional employer organization providing HR services to small businesses. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $455 million using a tailored investment approach that incorporates fundamental, quantitative, and modern portfolio theory analyses alongside automated asset allocation and tax management strategies.

Elizabeth Shamir is a CFA® charterholder with 20 years of industry experience. She is a financial advisor at Certior Financial Group, LLC, where she has worked since 2017. Prior to joining Certior, she held roles at Mutual Securities, Inc., VOYA Financial Advisors, and Financial Independence Planning, LLC. Shamir serves on the investment committee of Congregation Beth Or and is a board member of Tikvah AJMI, a charity focused on improving the quality of life for adults with mental illness. Certior Financial Group provides personalized financial planning and asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a multi-disciplined, client-tailored investment approach that combines active and passive strategies and emphasizes downside risk mitigation.

Sarah Cardamone is a financial advisor at Northeast Advisers, Inc. with five years of industry experience. She holds a Series 65 designation. Prior to joining Northeast Advisers, she spent six years working in professional soccer organizations, including the United Soccer League and Charleston Battery. Northeast Advisers, Inc. is an independent Registered Investment Adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and institutions. The firm employs a structured investment process using low-cost no-load mutual funds, ETFs, and selected individual securities, providing primarily non-discretionary, fee-only advisory and financial planning services.

Jerome Graham is a financial advisor at Syndicated Capital, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Syndicated Capital since 2003. Outside of his advisory role, he serves as president of Graham Financial Services. Syndicated Capital, Inc. provides portfolio, wealth, and money management services to individuals, high-net-worth clients, trusts, corporations, and 401(k) plans. The firm offers customized advisory solutions using publicly traded equities, ETFs, fixed income, and mutual funds, managing approximately $123 million in client assets.