Julia Vandergast is a financial advisor at Traynor Capital Management with Series 63 and Series 65 designations and three years of industry experience. She has worked at Traynor Capital Management since 2022 and previously held roles at The Vanguard Group and Procurement Foundry. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations, providing portfolio management, financial planning, and business funding consulting tied to ROBS transactions. The firm’s investment approach focuses on tailored multi-asset strategies with an emphasis on direct stock ownership, using a proprietary methodology and multiple analytical techniques.

Robert Valleau is a financial advisor at Almanack Investment Partners with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mercap Securities, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. In addition to his advisory role, Valleau is involved in multiple life insurance brokerage activities. Almanack Investment Partners provides investment management and financial planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs model asset allocation portfolios and a range of strategies, and is known for its adviser-managed pooled vehicles and affiliated private fund platform.

Stephen Patterson Jr. is a financial advisor at Alden Investment Group with five years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services Inc. and KeyCities. Patterson is also involved in private equity client investments through KeyCity Capital. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and third-party managers, and offers specialized retirement program design and participant education services.

Sean Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked multiple terms at Aberdeen Asset Management Inc. Blue Bell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach emphasizes allocations to exchange-traded funds, closed-end funds, and structured investments, with notable use of structured notes and documented options-trading practices.

Brian White is a CFP® with 21 years of industry experience and has been with Vermillion & White Wealth Management Group since 2013. He holds a Series 66 license and operates out of Phoenixville, PA. In addition to his advisory role, he is a registered insurance producer in Pennsylvania, dedicating a small portion of his time to that business. Vermillion & White Wealth Management Group serves individuals, institutions, and various types of plans and trusts, managing approximately $231 million across several hundred accounts. The firm employs a disciplined investment process focused on asset allocation, diversification, and periodic rebalancing, utilizing both fundamental and technical research along with third-party model inputs.

Michael Chisnell Jr. is a CFP® with 20 years of industry experience, currently serving as an advisor at Bruton Chisnell Advisors, LLC. He has worked at ValMark Securities, Inc. since 2018 and previously spent several years with Sequoia Financial Group and ValMark Advisers. Outside of his financial advisory role, he is a partner in Ignite Brunswick LTD, a brewing company, and serves on the Board of Governors and Finance Committee for the Tuscora Park Health & Wellness Foundation. Bruton Chisnell Advisors provides financial planning, consulting, and investment management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm emphasizes fundamental analysis and tailored asset allocation, managing portfolios through both third-party Independent Managers and in-house oversight, with ongoing reviews and client meetings.

Christian Bockrath IV is a financial advisor at Integrity Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation. His work history includes roles at Advanced Financial Partners, Eagle Fence Company, Prudential, Ithica College, and Malvern Preparatory. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations by providing financial planning and risk-protection advice. The firm’s investment approach incorporates ETF-based, model-driven asset allocation strategies managed through its affiliated investment manager, Auour Investments, to align client risk tolerance and planning goals.

Matthew Ihlein is a financial advisor at Traynor Capital Management with 10 years of industry experience. He holds a Series 65 credential and has been with Traynor since 2015. Traynor Capital Management serves individual and high-net-worth clients, corporate retirement plans, endowments, and foundations, providing portfolio management, financial planning, retirement plan and corporate consulting, and business funding consulting related to rollover business solution (ROBS) transactions. The firm’s investment approach focuses on tailored strategies across multiple asset classes, emphasizing direct stock ownership and using a proprietary methodology to construct diversified portfolios.

Ethan Prince is a financial advisor at Nest Egg with Series 63 and Series 66 licenses and three years of industry experience. He has worked at The Vanguard Group, Inc. and Sei, and began his career following his education at West Chester University of Pennsylvania. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to manage diversified portfolios with limited face-to-face contact, serving a large client base primarily through intermediated distribution.

Robert Fish is a financial advisor at Alden Capital with 38 years of industry experience. He holds a Series 63 designation and has worked previously at firms including J Alden Associates, Mcg Securities, Kestra Investment Services, and New England Securities. Outside of financial advising, he is involved in life insurance sales. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and non-profit entities, offering customized asset allocation through a combination of internally managed strategies, third-party managers, and model portfolios. The firm is also notable for its role as a private fund adviser and its use of performance-based fee arrangements.

Norman Macqueen is a financial advisor at Thrive Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrive Wealth Management since 2015. Outside of his advisory role, he serves as Investment Committee Chair and Trustee for InFaith, a faith-based ministry and missions organization. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors by offering investment management, financial planning, and retirement plan consulting services. The firm employs a client-specific investment approach that includes model portfolios, tax-aware management, and the use of independent managers.

Tyler Burns is a CFP® professional affiliated with Compass Ion Advisors, LLC, with three years of industry experience. He has previously worked at Ballentine Capital Advisors, Efficient Advisors LLC, and Captrust Financial Advisors. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various organizations, offering integrated financial planning, investment advisory, and retirement plan consulting. The firm employs a team-driven approach, managing approximately $1.59 billion across accounts using strategic asset allocation and a range of investment vehicles, with regular portfolio reviews.

Rose Bernardo is a financial advisor with Wellfull who holds a Series 66 credential and has 21 years of industry experience. She has worked at Bernardo Wealth Planning LLC since 2017 and Purshe Kaplan Sterling Investments since 2016. In addition to her advisory role, Bernardo serves as COO for a startup technology company, OnBord, Inc., where she manages sales and marketing operations. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages roughly $866 million in discretionary assets and emphasizes financial planning as the foundation for its investment approach, utilizing model-based asset allocation and multiple analysis methods.

Matthew Haraburda is a CFA® charterholder with seven years of industry experience. He is currently with Wellfull and has previously worked at Bernardo Wealth Planning, Fortress Investment Group, Radcliffe Group, and Morgan Stanley. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages roughly $866 million in discretionary assets and employs a model-based asset allocation approach combined with multiple analysis methods to guide client portfolios.

Matthew Quinn is a financial planner with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has worked in the financial services industry since 2015, previously with Guardian Wealth Management and currently with SJB Global, where he operates across Europe. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, standalone financial planning, and retirement-plan consulting.

Raymond Martin is a financial advisor at Creative Capital Wealth Management Group with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including MassMutual Life Insurance Co, Citi Group, and Northwestern Mutual Investment Services. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, focusing on both fundamental and technical analysis within a long-term investment approach. The firm offers a range of services including a tax mitigation program, third-party money manager recommendations, and alternative investments, while generally managing client accounts on a non-discretionary basis.

Philip Matalucci IV is a CFP® and Series 66-registered advisor at Amplius Wealth Advisors with six years of industry experience. He previously worked at Merrill and Merrill Lynch before joining Amplius Wealth Advisors in 2022. He is also an independent licensed insurance agent for life and health insurance. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm offers customized discretionary advice and leverages affiliations with Amplius Asset Management and Dynasty Financial Partners to support its investment management and operational capabilities.

Jay Llewelyn is a CFA® charterholder and holds a Series 66 license, with seven years of experience at Entrust Financial LLC and three years prior at Envest Asset Management. He is a board member of the Wissahickon Skating Club, a nonprofit organization focused on recreational activities. Entrust Financial LLC is a registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs a fundamental analysis approach with tailored portfolio management using mutual funds, ETFs, and selected independent managers, managing approximately $350.9 million in client assets.

Michael Stanton is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Thrive Wealth Management, LLC since 2015. He holds Series 63 and Series 65 licenses and participates as a group health insurance plan consultant in a partnership outside of his advisory role. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering a range of investment management, financial planning, and retirement consulting services. The firm employs a client-specific approach using model portfolios, tax-aware strategies, and both fundamental and technical analysis.

David Fitzgerald is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 63 license and bringing 37 years of industry experience. He has worked at Clearview Financial Partners since 2017 and concurrently with LPL Financial since 2010, also having been associated with The Wharton Advisory Group from 2002 to 2018. In addition to his advisory role, he sells fixed and term insurance to clients. Clearview Financial Partners provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting primarily for individuals, high-net-worth clients, and small businesses. The firm manages over $1 billion across more than 600 client relationships, using an open-architecture investment approach that includes sub-advisers, tactical and quantitative methods, and allocations to private markets.