Keith Hering is a financial advisor at Kennedy Investment Group with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services Advisors and Hering Financial Services, Inc., where he was also the owner. Kennedy Investment Group provides wealth management and financial planning to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis, employing a fundamentally based investment approach with diversified portfolios that include mutual funds, ETFs, stocks, bonds, options, and alternative investments.

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.

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.

Jennifer Bravo is a CFP® with 15 years of industry experience and has been with Entrust Financial LLC since 2017. Her prior work includes roles at Wexco Financial Group, Minnesota Life Insurance Company, Securian Financial Services, Inc., and Wechsler Marcisco Simpson. She serves as Chair of the Governance Committee and is a board member of the National Association of Women Business Owners Greater Philadelphia. Entrust Financial is a registered investment adviser serving individuals, trusts, estates, and business entities with a team of five advisors managing approximately $351 million in client assets. The firm uses fundamental analysis and a multi-step process to set long-term investment objectives, implementing tailored portfolios primarily 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.

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.

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.

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.

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.

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.

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.

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 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® and holds a Series 66 license with 17 years of industry experience. He has worked at Members Wealth LLC since 2023 and previously held roles at CS Planning Corp., Bryn Mawr Capital Management, LLC, and West Capital Management. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses, providing investment management, financial planning, and employer benefits consulting. The firm emphasizes fundamental analysis and a long-term investment approach, using diversified portfolios of low-cost mutual funds, ETFs, and other securities tailored to client goals and risk tolerance.

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.

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.