Kyle Hill is a CFP® professional with 25 years of industry experience, currently serving at Diversified, LLC. His career includes over two decades at Diversified in various capacities, as well as roles at Purshe Kaplan Sterling Investments and Securities Service Network. Outside of advising, he holds a fixed/traditional insurance agent license. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and uses a two-phase planning process tailored to client objectives and risk tolerances.

Theodore Poppe is a CFA® charterholder with 10 years of industry experience. He is currently with Grey Fox Wealth Advisors, LLC and has previously worked at Orion Portfolio Solutions, Brinker Capital, BrightHouse Securities, and MetLife Securities. 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 combining fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Richard Hamilton Jr. is a financial advisor at Hamilton-Bates Investment Research, Inc. with 25 years of industry experience. He has been with Hamilton-Bates since 1998 and has maintained a long-term involvement with Rolling Green Golf Club since 1978. Hamilton-Bates Investment Research, Inc. advises individuals, pension and profit-sharing plans, charitable organizations, and businesses through individualized portfolio management and model portfolio programs. The firm uses a combination of fundamental, technical, quantitative, and asset-allocation techniques, offering both long-term and shorter-term trading strategies.

Daniel Elser is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Ballast Financial Advisors, LLC since 2019 and previously held roles at Ameriprise Financial and Keystone State Insurance. Outside of his advisory role, he is involved in personal home and auto insurance sales. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, and retirement plan consulting using a range of investment strategies and analytical methods tailored to each client.

Mildred Louise Santos is a CFP® professional with 14 years of industry experience, currently serving at Common Cents Planning. Her work history includes roles at The Vanguard Group, PNC Investments, Santander Securities, and LPL Financial. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning, managing approximately $542 million across about 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to create tailored portfolios, providing both discretionary and non-discretionary supervision.

Ryan Cross is a CFP® with five years of industry experience and is associated with Clariti Wealth Advisors in Wilmington, DE. He has concurrently worked with Schiavi + Dattani, J.P. Morgan Securities Inc., and JPMorgan Services Inc. since the early 2000s. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in assets. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and real assets, using both active and passive strategies, and integrates financial planning with investment management through its Financial Plan Management service.

James Nelson is a CFP® with seven years of industry experience, currently serving as an advisor at Affinity Wealth Management LLC. His prior experience includes roles at Merrill and Raymond James Financial Services. Nelson is also a licensed insurance agent in Wilmington, Delaware. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans with a primarily long-term investment approach that combines various analytical methods to build customized portfolios.

Miguel Biamon is a financial advisor at NewSquare Capital, LLC with 23 years of industry experience. He has held roles at NewSquare Capital since 2018 and previously worked at Blue Bell Private Wealth Management from 2016 to 2018. He holds Series 63 and Series 65 credentials. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of pension and trust plans. The firm emphasizes diversified, strategic asset allocation using exchange-traded funds, equities, and fixed income, supplemented by sub-advisory partnerships and tax-aware investment strategies.

Matthew Beardwood is a financial advisor at Westover Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Glenmede from 2012 to 2016 before joining Westover Capital Advisors in 2016. Westover Capital Advisors manages approximately $568.6 million for about 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides discretionary investment management, wealth advisory, and consulting services, integrating tax and accounting offerings through a formal affiliate relationship.

Andrew Zuch is a Senior Financial Advisor at MDRN Capital with four years of industry experience. He holds a Series 65 credential and has worked at MDRN Capital since 2023. Prior to this, he has been involved with Procapita Partners DBA Viquity Asset Management and Thrivest Legal Funding since 2021. Outside of advisory work, he is a licensed insurance agent providing clients with solutions for protection, tax-free retirement income, legacy planning, and retirement income planning. MDRN Capital offers discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a primarily long-term investment orientation, utilizing a range of investment vehicles and independent managers.

Hannah Marin is a financial advisor at Grey Fox Wealth Advisors, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Grey Fox Wealth Advisors, she worked at The Vanguard Group and held roles at Athleta and Tristate Financial Advisors. Marin also served in the Army National Guard from 2016 to 2022. Grey Fox Wealth Advisors is a Delaware-registered firm that serves 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, financial planning, and retirement plan consulting with customized portfolios focused on low-cost mutual funds and ETFs.

Mark Eggleston is a CFP® certificant with six years of industry experience, currently with RiversEdge Advisors since 2024. He previously worked at myCIO Wealth Partners for six years and held positions at JP Morgan Bank and the University of Delaware. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs an investment approach based on modern portfolio theory, utilizing ETFs and strategic asset allocations tailored to client goals and risk tolerances.

Kevin Harper is a financial advisor at Almanack Investment Partners with 16 years of industry experience. He holds a Series 65 designation and has been with Almanack since 2016. Harper is also affiliated with Gadsden, LLC, where he has worked since 2018. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm uses a model-driven, risk-conscious approach to asset allocation and manages a range of strategies, including adviser-managed pooled vehicles and private funds.

Peter Detwiler is an advisor with DT Investment Partners, LLC and holds a Series 65 designation. He joined the firm in 2026 and has prior experience with the Premier Lacrosse League, New Spring Capital, and JM Search. Detwiler’s background also includes four years at Marquette University and eight years of teaching at the high school and middle school levels. DT Investment Partners provides discretionary and non-discretionary investment management and comprehensive financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs an active management approach that combines fundamental and technical analysis to adjust asset allocation across multiple asset classes.

Ashley Gardiner is a financial advisor at Praetorian Guard, a division of Praetorian Wealth Management, Inc., with one year of industry experience. She holds a Series 65 designation and served as a United States Army Officer for 11 years prior to joining the firm. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm serves both non-high-net-worth and high-net-worth clients, applying fundamental and cyclical analysis across various asset classes and integrating ongoing financial planning into its advisory services.

Matthew Macneal is a financial advisor at Veery Capital, LLC with 28 years of industry experience. He holds the CFP® designation and the Series 63 license. His prior experience includes roles at Purshe Kaplan Sterling Investments, Inc., Cambridge Investment Research, and Tegler Mchenry. Outside of his advisory work, he is a partner in a holding company and an insurance agent, and he provides 401(k) participant education through MyWellCents. Veery Capital serves individuals, high-net-worth clients, families, trusts, businesses, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm’s investment approach is based on modern portfolio theory, emphasizing strategic asset allocation primarily through ETFs and passive mutual funds, with customized portfolios tailored to clients’ goals and risk tolerance.

Jonathan Smith is a CFA® charterholder with 22 years of industry experience. He has been with DT Investment Partners, LLC since 2011. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tailor investment strategies according to client risk profiles.

Stephen Mcguire is a CFA® charterholder and Series 63 licensee with one year of industry experience. He currently serves as an advisor at Wealthcare Advisory Partners LLC and previously worked at Bank of China from 2015 to 2020. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term oriented portfolios that include a range of investment options.

Jesse Pellegrino is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 license and 11 years of industry experience. He has previously worked at IAM Advisory LLC, Investment Advisors Asset Management, LLC, Royal Alliance Associates, Inc., and Raymond James Financial. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm’s approach integrates goals-based advising using patented Wealthcare software and behavioral economics, employing both passive and active investment strategies alongside proprietary quantitative metrics.

Aaron Mazer is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Mariner Independent. He has held positions at firms including JPMorgan Chase Bank and Prudential. He serves as a board member and investment committee member for the MidwayUSA Foundation, a nonprofit supporting youth shooting sports teams nationwide. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management and planning services through independent advisors on its platform, leveraging institutional resources and third-party managers.