Ty Mcgilberry is a financial advisor with Pegasus Management Services L.L.C. in King of Prussia, PA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at Empower Mortgage Partners, Lincoln Financial Advisors Corp, and Securian Financial Services. In addition to his advisory work, he is an insurance agent offering health, disability, and life insurance products through Pegasus Financial Planning. Pegasus Management Services L.L.C. provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and businesses. The firm customizes investment strategies based on client goals, time horizon, and risk tolerance, offering both discretionary and non-discretionary portfolio management along with ERISA retirement-plan advisory services.

Ernest Cecilia is a CFA® charterholder with 12 years of industry experience. He has worked at Apricus Wealth LLC since 2021 and previously spent eight years at Bryn Mawr Trust. Apricus Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies and portfolio rebalancing, managing approximately $356 million in regulatory assets through a four-advisor team.

Jason Lazurick is a financial advisor at Schuylkill Financial, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Schuylkill Financial since 2007. Schuylkill Financial, LLC serves individual and high-net-worth clients, managing approximately $123.6 million in discretionary assets for around 126 clients. The firm employs a combination of fundamental, technical, charting analysis, and modern portfolio theory to build portfolios, using mutual funds, ETFs, options, and margin as appropriate.

Neil Kauffman is a financial advisor at Kauffman & Drebing with 34 years of industry experience. He has been with the firm since 1982. Kauffman & Drebing provides fee-only financial planning to individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm delivers tailored, written investment and financial advisory reports without managing or taking custody of client assets, focusing on long-term asset allocation based on independent research.

Michael Diaz is a financial advisor at PeterAlexander with seven years of industry experience. He holds a Series 66 designation and has worked at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Bankers Life & Casualty Co. Outside of his advisory role, Diaz is involved in sports entertainment as a social media director for The Green Legion and as a cohost on a Philadelphia sports radio podcast. PeterAlexander primarily serves individuals, profit-sharing plans, trusts, and business entities by referring clients to third-party registered investment advisers and providing standalone financial planning and consulting. The firm acts as a solicitor and does not manage client securities directly, focusing instead on facilitating introductions and administering life insurance policies and annuity contracts.

Christian Noyes is a financial advisor at Dillon Capital Management with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wedgwood Investment Partners Inc. Additionally, Noyes owns and manages two property management companies in Moorestown, New Jersey. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including retirement plans and insurance companies. The firm employs a long-term, risk-conscious investment process that integrates quantitative screening and fundamental research across diversified equity strategies.

John Mann is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Trinity Wealth Management, LLC since 2007 and is currently part of a four-advisor team in Berwyn, PA. Outside of his advisory role, he conducts educational seminars through Trinity Financial Education. Trinity Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of technical analysis, smart-beta factor strategies, and index investing, with a focus on risk-based allocations and tax-efficient asset management.

Robert Pedrick is a financial advisor at Chartered Advisory Group with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Chartered Financial Group, Inc. since 2004 and Securities America, Inc. from 2005 to 2023. Chartered Advisory Group provides personalized financial planning and asset management to individuals, trusts, broker-dealer customers, and other business entities. The firm employs both fundamental and technical analysis, focusing on ETFs and mutual funds, and manages accounts based on clients’ financial situations, objectives, and risk tolerance.

Andrew Mudalel is a financial advisor at Element Risk Wealth Advisors with one year of industry experience. He has previously worked at The Quantify Group and Fischer Cunnane & Associates LTD. Outside of his advisory role, he is a co-founder and partner of Capstone Consulting Company LLC, a bookkeeping firm serving small businesses. Element Risk Wealth Advisors provides discretionary asset management, financial planning, and retirement plan consulting to institutional and individual clients, including ERISA plan services. The firm employs a discretionary investment process that incorporates fundamental, technical, charting, and cyclical analysis, and utilizes third-party managers when appropriate.

Tamara Kraig is a CFP® with 23 years of industry experience, currently serving at Bruce A. Kraig Associates since 1996. She holds a Series 63 license and works in West Chester, PA. Bruce A. Kraig Associates is a fee-based registered investment adviser that manages discretionary portfolios for individuals, small businesses, and retirement plans. The firm uses a top-down fundamental analysis approach to build diversified portfolios primarily with mutual funds, focusing on risk management and ongoing monitoring.

Kevin Hartnett Jr. is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Sensenig Capital Advisors, Inc. since 2020 and previously worked at SEI Investments in several roles from 2016 to 2020. Outside of his advisory work, he is the owner of Oaks Venture Partners LLC, an entity formed for investment real estate. Sensenig Capital Advisors, Inc. is an independent investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $213 million, employing a long-term, globally diversified, buy-and-hold investment strategy primarily using passively managed mutual funds and ETFs, supplemented by fundamental analysis and periodic rebalancing.

Robert Maguire is a Series 65-licensed advisor with 12 years of industry experience. He has been with Maguire Investments LLC since 2012, where he is part of a four-advisor team based in King of Prussia, PA. Maguire Investments provides continuous investment management to individuals, trusts, estates, charitable organizations, banks, and pension and profit-sharing plans. The firm employs a generally conservative equity strategy focused on sustainable earnings, dividends, and company quality, combined with a conservative fixed income approach tailored to clients’ income needs and restrictions.

Andrew Herron is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stone Pine Financial Partners since 2013. Outside of advisory work, he serves as an insurance sales representative and has experience as an assistant high school tennis coach. Stone Pine Financial Partners serves individuals near or in retirement, as well as select trusts and estates, offering comprehensive wealth management focused on retirement planning and cash flow analysis. The firm employs a strategic, passive investment approach emphasizing low-cost ETFs, global diversification, and systematic rebalancing.

Thomas Goldsmith Jr. is a financial advisor at Flagship Capital Management Inc with 32 years of industry experience. He has been with Flagship Capital Management since 1990. Flagship Capital Management provides investment management and financial planning services to individuals, corporations, pension and profit-sharing plans, foundations, trusts, and endowments. The firm employs a combination of fundamental analysis, technical methods, and macroeconomic assessment to create individualized equity and fixed-income portfolios, managing client relationships primarily on a discretionary basis.

Alexander Maguire is a CFA® charterholder with 32 years of industry experience. He is the principal of Maguire Investments LLC, where he has worked since 2012. His prior experience includes roles at Adare Asset Management from 2010 to 2012 and Dearden, Maguire, Weaver & Barrett, LLC from 1991 to 2009. Maguire Investments LLC provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, trusts, charitable organizations, banks, and pension plans. The firm employs a conservative equity and fixed-income approach, combining fundamental analysis with technical and cyclical trend research, and offers specialized financial-services portfolios alongside tailored client strategies.

Benjamin Durham is a financial advisor with Valen Private Capital, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and MassMutual, among others. He also serves as a Relationship Manager for life and health insurance products at Lenox Advisors. Valen Private Capital is an SEC-registered investment adviser managing approximately $482.6 million for high-net-worth individuals, families, trusts, estates, and institutional clients. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and oversight of Independent Managers, employing a blended active and passive investment approach tailored to client objectives and risk tolerance.

James Gibson is a financial advisor at Apricus Wealth LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at BB&T Securities and operating as a self-employed advisor before joining Apricus Wealth in 2021. Apricus Wealth is a registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies, providing integrated financial planning and ongoing account monitoring.

Kyle North is a financial advisor at CMG Capital Management Group, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Amera Securities LLC and Metric Financial, LLC. CMG Capital Management Group serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and provides a third-party asset-management platform to other advisers. The firm uses a mix of systematic, quantitative, and tactical strategies across various asset classes and manages affiliated pooled vehicles while supporting other advisers with its platform services.

Cynthia Diccianni is a financial advisor at Diccianni Financial Group, Inc. with 27 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. She has worked at Diccianni Financial Group since 2012 and has been affiliated with Leigh Baldwin & Co., L.L.C. since 2001. Outside of her advisory work, she serves as vice chair of the Montgomery County Foundation Inc. Diccianni Financial Group provides wealth management, tax planning, and estate planning services to individuals, high-net-worth clients, and pension plans. The firm employs a strategic asset allocation approach using passive index funds and ETFs, supplemented by individual equities and actively managed funds, with regular portfolio reviews and customized financial planning.

Erik Evans is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He is the sole advisor at Goal Quest Advisors, LLC, where he has worked since 2011. GoalQuest Advisors is a fee-only registered investment adviser managing approximately $109 million for around 45 clients, including individuals, families, trusts, non-profits, privately owned businesses, and ERISA pension/profit-sharing plans. The firm combines comprehensive financial planning with discretionary investment management, emphasizing disciplined asset allocation, broad diversification, and a mix of active and passive strategies.