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.

Elizabeth Miller is a financial advisor at Key Financial, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Financial since 2015. Miller also supports advisor Patricia Brennan as a Key Client Specialist, assisting with client services and account processing. Key Financial, Inc. provides comprehensive financial planning and portfolio management for individuals, pension plans, trusts, and other entities. The firm emphasizes long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, combining planning with ongoing portfolio monitoring and rebalancing through proprietary tools and custodial platforms.

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.

Adam Wilkins is a Certified Financial Planner (CFP®) with five years of industry experience. He currently serves as an investment advisor representative at Boldin Advisors and Pace Wealth, focusing primarily on his role at Boldin Advisors. His prior experience includes roles at Modern Wealth Management, Wealth Management Solutions, and several other firms. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs investment consultations grounded in Modern Portfolio Theory, recommending diversified portfolios of low-cost index funds and ETFs with a long-term, buy-and-hold strategy, without discretionary authority over client accounts.

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.

Conor Jonasson is a CFP® and Series 65-registered financial advisor with five years of industry experience. He is currently with Crusonia Wealth Advisors LLC and has held roles at several firms, including Safeguard Financial, Thrivent Advisor Network, and Interactive Financial Advisors. Outside of this, he operates Jonasson Retirement Solutions, LLC as a senior wealth advisor. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, offering wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach incorporating equities, fixed income, alternative investments, and uses both quantitative and fundamental analysis, managing approximately $1.18 billion across 540 clients.

Theodore Lauzen is a financial advisor at Grey Fox Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs and Nimbly, LLC. Lauzen served in the United States Marine Corps for ten years before transitioning to the financial sector. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension advisory services. The firm uses a model-based, customized investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Christopher Griest is a financial advisor with Oakbourne Advisors in West Chester, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at Oakbourne Advisors since 2020 and previously held roles at Purshe Kaplan Sterling Investments, Avenue 1 Advisors, and Cambridge Investment Research. Outside of his advisory work, he is also an independent insurance agent. 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, which typically include mutual funds, ETFs, stocks, and preferred stock, and generally operates through a team of seven advisors across multiple offices.

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.

Jeffrey Mastronardo is a CFP® with 26 years of industry experience, currently advising at Financial Coach. He has held roles at FC Advisory, LLC since 2014 and LPL Financial, LLC from 2007 to 2017, and has been involved with The Financial Coach Group since 1999. He is also a licensed notary in Pennsylvania, providing this service to clients without charge. Financial Coach operates two client-facing programs tailored to retirees and near-retirees as well as young families and emerging professionals, offering customized financial planning and portfolio management primarily using mutual funds and ETFs. The firm manages accounts on a discretionary basis, conducts regular reviews, and emphasizes a dual-brand model with distinct planning options for different client demographics.

Michael Sicuranza is a CFP® with 30 years of industry experience, currently serving at Affinity Wealth Management LLC since 2018. His prior roles include positions at Mercap Securities, Milestone Wealth Advisors, and LPL Financial. He is also involved in selling fixed insurance products on a limited basis. Affinity Wealth Management LLC manages approximately $760 million for a diverse client base, offering wealth management, investment management, financial planning, and retirement plan advisory services with a primarily long-term, multi-strategy investment approach.

Jeffrey Weiand is a CFP® credentialed financial advisor with 35 years of industry experience. He has been with RTD Financial Advisors, Inc. in Philadelphia, PA since 1985. RTD Financial Advisors is a multi-team advisory firm serving individuals, families, and institutional clients including pension plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, with a focus on individualized investment programs, tax-aware portfolio management, and retirement-plan support.

Timothy Macarak is a CFP® with 17 years of industry experience and currently serves at Members Wealth LLC. His prior roles include positions at Bryn Mawr Capital Management, West Capital Management, BNY Mellon Advisors, and Piper Sandler & Co. He is part of a five-advisor team managing client portfolios. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting for individuals, trusts, estates, and businesses. The firm focuses on fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, and selected individual securities, while regularly monitoring and rebalancing portfolios to suit client objectives.

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.

Brittany Kalsky is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Brandywine Oak Private Wealth LLC. She has worked in the financial sector since 2015, including roles at Merrill and Purshe Kaplan Sterling Investments. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, providing financial planning and both discretionary and non-discretionary investment management. The firm employs a goal-oriented investment approach focusing on diversified ETF allocations, tax minimization, and behavioral finance principles, and offers a range of investment strategies and performance-based fee arrangements.

Brian McGowan is a financial advisor at McGowan & Co LLP with 24 years of industry experience. He has been with McGowan & Co., LLP since 1998 and McGowan & Co., LLC since 2000. Outside of his advisory role, he is a member of a related CPA firm where he prepares income taxes and handles estate, retirement, and educational planning. McGowan & Co., LLP provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm primarily operates on a non-discretionary basis, emphasizing client-directed decisions, and manages a diverse range of assets including individual stocks, bonds, mutual funds, ETFs, and options.

John Liberatore is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Concentus Wealth Advisors since 2016. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm offers private wealth and family-office style planning and supervises client accounts across various asset classes, tailoring strategies for complex tax or corporate matters.

Timothy Chisholm is a financial advisor at NewSquare Capital, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Efficient Advisors, MML Investor Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved in retirement plan services as a director at NewSquare Capital. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various pension and profit-sharing plans. The firm employs a diversified, strategic asset-allocation approach using ETFs, equities, and fixed income, and incorporates sub-advisors and tax-aware strategies within its investment process.