Mark Vasquez is a Series 65-licensed financial advisor at Red Spruce Capital, LLC in Berwyn, PA, with 15 years of industry experience. He has been with Red Spruce Capital since 2011. Red Spruce Capital provides discretionary investment management and advisory services to individuals, personal trusts, estates, and corporations, focusing on customized portfolio construction with individual securities, mutual funds, and ETFs. The firm employs a fundamental, generally long-term investment approach with the use of strategies such as cash hedges, options, margin, and short sales under discretionary authority.

Alexander Maguire III is a financial advisor at Maguire Investments LLC with a Series 65 designation and one year of industry experience. Prior to joining Maguire Investments in 2020, he spent six years in full-time education. 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, alongside a conservative fixed income approach, and offers specialized portfolio management for financial-services companies.

Nicholas Rygiel is a CFP® with 14 years of industry experience, currently advising at Protocol Wealth, LLC. His prior roles include positions at Bank of America, Merrill Lynch, and Ironclad Financial. He is an investor in L1.co, a technology platform offering non-custodial wealth management tools for clients and advisors. Protocol Wealth serves individuals, high-net-worth clients, founders of digital-asset projects, decentralized organizations, and various institutional clients. The firm combines traditional portfolio management with digital-asset advisory, utilizing onchain strategies and AI-driven research, and offers flexible billing models including subscription retainers.

Jose Flores Sanchez is a CFA® charterholder with seven years of industry experience. He has worked at Enduro Capital Partners LLC since 2019 and previously held roles at SEI Inc and Northeast Asset Advisors. Enduro Capital Partners LLC provides discretionary portfolio management and limited financial planning to individual and high-net-worth clients. The firm utilizes modern portfolio theory and a combination of equities, mutual funds, ETFs including leveraged ETFs, and fixed-income securities, structuring portfolios based on client risk and return objectives.

Vance Palmer is a financial advisor with CGI Plan Advisors, Inc. He holds a Series 63 designation and has 45 years of industry experience. Prior to his current role, he was associated with Commonwealth Financial Network for 19 years and has been involved with The Conestoga Group, Inc. since 1986, where he is the sole shareholder. He also manages The Conestoga Group, Inc., a company that sells fixed insurance products and provides benefit administration services. CGI Plan Advisors primarily serves 401(k), profit-sharing, and other pension plans, advising on plan investment menus and fiduciary governance for approximately $211 million in assets. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and provides consulting services focused on pension plan governance and participant education.

Albert Denton is a financial advisor at Borer Denton & Associates, Inc. with 41 years of industry experience. He holds a Series 63 designation and has worked at Henley & Company LLC since 2017 as well as at Petersen Investments, Inc. from 2005 to 2017. In addition to his advisory role, Mr. Denton serves on various compensated boards unrelated to investment activities. Borer Denton & Associates is a SEC-registered investment adviser serving individuals, pension and profit-sharing plans, and businesses. The firm manages approximately $401 million for about 211 clients through a team of four advisors, employing a mix of fundamental, quantitative, and qualitative analysis with a focus on long-term investment strategies.

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.

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.

Andrew Dziedzic is a financial advisor at Prepared Retirement Institute LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Strategies Advisory and Geneos Wealth Management. Outside of advising, he is involved in tax preparation services and acts as an independent representative for various fixed insurance carriers. Prepared Retirement Institute LLC provides discretionary portfolio management and financial planning primarily to individual and select corporate clients. The firm uses tailored portfolios, third-party model portfolios, and direct mutual fund platforms, emphasizing fundamental analysis, long-term strategies, and ongoing portfolio monitoring.

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.

James White is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. He has been with Great Oak Wealth Management, Inc since 2021 and previously operated JH White Financial Services, LLC for 16 years. Outside of advisory work, he is employed as a Network Planner I at Verizon Communications, where he designs and plans outside plant facilities for telephone and high-speed services. Great Oak Wealth Management serves individuals, families, corporations, retirement plan sponsors, trusts, estates, and charitable organizations. The firm provides financial planning, discretionary investment management, retirement plan consulting, and participant account management, using an investment approach focused on asset allocation, fundamental analysis, and mutual fund/ETF selection.

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.