Athanasios Tsirukis is a Series 65 licensed advisor with three years of industry experience, currently with Almanack Investment Partners. He has prior experience with Forefront Analytics, where he provided investment-related research and analysis, and he is the owner and managing member of Dialectic Wealth, LLC, offering investment consulting services. Almanack Investment Partners provides investment management and financial planning to individual and institutional clients, employing model asset allocation portfolios that combine diversified, risk-conscious strategies across various asset types, including mutual funds, ETFs, and separately managed accounts. The firm also manages pooled investment vehicles and affiliated private funds.

Andrew Brewster is a financial advisor at Concentus Wealth Advisors in Newtown Square, PA, holding a Series 65 license with five years of industry experience. He has previously worked at Forefront Analytics and GKFO, LLC. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm focuses on continuous supervision of client accounts across various asset classes and offers tailored strategies for complex financial situations.

Matthew Ellis is a CFP® with 17 years of experience in financial advising. He is currently with Common Cents Planning, where he serves as co-owner and president. His prior work includes roles at Commonwealth Financial Network and Planning Directions, Inc., the predecessor to his current firm. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning. The firm manages approximately $542 million for around 450 clients, emphasizing client-specific investment policy statements and fundamental analysis to create tailored portfolios with ongoing review and reporting.

Aidan Neuberger is a financial advisor at Grey Fox Wealth Advisors, LLC in Rockland, Delaware. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at Bryn Mawr Trust and has been affiliated with the University of Delaware since 2022. Grey Fox Wealth Advisors serves individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $699 million in client assets through a multidisciplinary team that employs customized model portfolios using low-cost mutual funds and ETFs, supported by academic, fundamental, and technical analysis.

Steven Hutchison is a financial advisor at RiversEdge Advisors with a Series 65 credential and three years of industry experience. Prior to joining RiversEdge, he spent 11 years at The Siegfried Group. He is also a partner at RiversEdge Business Services, a public accounting firm. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s approach is based on modern portfolio theory and utilizes ETFs, independent managers, and technology integrations to manage client strategies.

Thomas Skelley is a financial advisor at Trillium Wealth LLC with 14 years of industry experience. His prior roles include positions at Carson Wealth, Wealthcare Advisory Partners LLC, and LPL Financial. Outside of advisory work, he is involved in several business entities unrelated to securities, including ownership roles in real estate-related companies. Trillium Wealth LLC serves a diverse client base with portfolio management, financial planning, retirement plan consulting, and private placement investment services. The firm employs a multifaceted investment approach incorporating quantitative, fundamental, technical, and economic analysis, along with discretionary management of over $544 million in assets.

Mark Meloro is a financial advisor with Market Street Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Market Street Wealth Management since 2010 and is also associated with Market Street Financial Group and USA Financial Securities. Outside of advisory work, Meloro co-owns Market Street Tax Services, a tax preparation business operating during tax season. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes a long-term, fundamental analysis approach, utilizing diversified mutual funds and ETFs, and employs Fidelity’s automated platform with Geode as a sub-adviser for model management.

Johathan Williams is a financial advisor at Diversified, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Annuities, Inc. and PNC Bank. Diversified, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets. The firm offers a comprehensive financial planning process alongside discretionary and non-discretionary asset management, with tailored portfolios supported by third-party managers and technology platforms.

Maxwell Meloro is a Series 66-licensed advisor at Market Street Wealth Management in West Chester, PA, with one year of industry experience. His background includes roles at Market Street Financial Group and USA Financial Securities LLC, as well as prior experience outside finance. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes a fundamentals-driven, long-term investment approach supplemented by financial planning and operates within a broader affiliated business network including tax and insurance services.

Bryce Cleveland is a financial advisor at Grey Fox Wealth Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Grey Fox Wealth Advisors, he worked at KPMG LLP and has been the owner of Cleveland & Company, a CPA and accounting practice, since 2022. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm employs a model-based, customized investment approach that integrates fundamental and technical analysis to create diversified portfolios tailored to client objectives and risk tolerance.

James Bruton is a financial advisor with Bruton Chisnell Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Valmark Securities, Inc. since 2005 and was previously affiliated with Bruton Financial Advisors, LLC. Outside of his advisory roles, he serves as president of Downingtown Good Neighbor Day, a nonprofit that raises funds for local volunteer fire and rescue companies. Bruton Chisnell Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, emphasizing fundamental analysis and individualized asset allocation through Independent Managers, mutual funds, ETFs, and individual securities.

Daniel Mc Glinn is a financial advisor at Grey Fox Wealth Advisors, LLC with one year of industry experience and holds a Series 65 credential. Prior to joining Grey Fox Wealth Advisors in 2025, he worked at Outerlands Capital, Horizen Labs, and FirstWatch, among other roles. He is the founder and operator of FirstWatch Crypto, LLC, which manages an investment fund focused on liquid digital assets. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages approximately $699 million in client assets, offering discretionary investment management, comprehensive financial planning, and retirement plan consulting with customized model portfolios using low-cost funds, individual securities, and alternatives.

Douglas Macgray is a CFP® with 25 years of experience in the financial industry. He is currently with Stonecrop Wealth Advisors, LLC, where he has worked since 2020, following prior roles at Compass Ion Advisors, LLC and APW Capital, Inc. Macgray holds a Juris Doctorate and is a licensed attorney. He serves as a board member of Missio Seminary and volunteers on the Board of Trustees at Gordon College. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients including colleges and charitable organizations. The firm offers integrated financial planning and investment management tailored to client missions and goals, utilizing a team-driven process and occasionally engaging sub-advisors or third-party managers.

Matthew Ryba is a financial advisor at Oakbourne Advisors in West Chester, PA, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior work includes seven years at Hartford Funds and five years at Northstar Asset Management. Oakbourne Advisors serves individuals, high-net-worth households, retirement plans, trusts, and business clients by managing discretionary portfolios and providing financial planning and retirement plan consulting. The firm uses a multi-office platform and a blend of fundamental, technical, charting, and cyclical analysis in its investment approach.

Kevin Lake is a CFP® professional with 12 years of industry experience, currently serving at Common Cents Planning. His work history includes roles at Commonwealth Financial Network, MML Investors Services, MassMutual Life Insurance, New York Life Securities, Cumby, Spencer & Associates Financial Group, and Lincoln Financial Group. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning, managing approximately $542 million for around 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to create tailored portfolios, supported by routine reviews and custodial reporting.

Jonathan Kolle is a CFA® charterholder and Series 65 licensee with 27 years of industry experience. He has worked at Smithbridge Asset Management, Inc. since 1999 and is also affiliated with Financial Freedom Innovations, Ltd. He serves as President and CCO of Smithbridge Asset Management, LLC. Smithbridge Asset Management is an SEC-registered firm that provides financial planning and portfolio management services to individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm emphasizes disciplined, fundamentally driven equity selection focused on large-cap U.S. companies, complemented by diversified fixed income and other asset classes, and offers individualized account management as well as model portfolio solutions across multiple distribution channels.

Hans Lauzen is a financial advisor with Grey Fox Wealth Advisors, LLC and holds a Series 65 designation. He has two years of industry experience and has served in the United States Navy since 2011. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm uses an academic, long-term oriented investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Garrett Roach is an advisor with Concentus Wealth Advisors, holding Series 63 and Series 65 licenses. He has been with the firm since 2024 and has prior experience working at the Yacht Club of Stone Harbor. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm emphasizes continuous supervision of client accounts across a broad range of asset classes and tailors strategies for special situations such as low-basis stock and complex tax matters.

Ryan Flurie is a CFP® with 15 years of industry experience. He is currently with Beam Wealth Advisors, Inc. and has previously worked at Purshe Kaplan Sterling Investments, Summit Financial, LLC, and The Vanguard Group, Inc. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, portfolio management, and ERISA consulting with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.

Jaime Cutter is a financial advisor at RiversEdge Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for seven years and Discover Financial Services for two years. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm’s approach is based on modern portfolio theory, utilizing strategic asset allocations primarily composed of ETFs, with rebalancing and occasional shorter-term trades.