James Mcconnel is a financial advisor at Mitchell Sinkler & Starr with seven years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. His prior work includes roles at Goldman Sachs & Co. and the Montgomery School. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals, families, estates, trusts, endowments, and foundations. The firm uses a long-term, goal-based investment approach that combines top-down macro analysis with bottom-up fundamental research to build portfolios of high-quality equities, bonds, and exchange-traded funds.

James Messner III is a CFA® charterholder with over one year of industry experience. He currently works at Kennedy Investment Group, where he has been since 2024. Prior to this, he spent 11 years at Glenmede Investment Management, LP. Kennedy Investment Group provides wealth management and financial planning services to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis and employs a fundamentally driven, generally long-term investment approach using diversified portfolios that include mutual funds, ETFs, individual securities, options, and alternative investments.

Timothy Thomas is a financial advisor at Members Wealth LLC with 15 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at several firms including CS Planning Corp., Integrative Investing, and Hoey Investments. Outside of his advisory roles, he served at Cate School and Swell Athletic Club for eight years each. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm employs a fundamental analysis approach to long-term portfolio construction using low-cost mutual funds, ETFs, and individual securities, with regular portfolio rebalancing to align with client objectives.

Zachary Merring is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with RTD Financial Advisors Inc in Philadelphia, PA, where he has worked since 2023. His prior experience includes roles at Lincoln Financial Advisors, OmniGrowth Wealth Professionals, and William Paterson University. RTD Financial Advisors is a multi-team, SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and comprehensive retirement-plan support.

Robert Kuberski Jr. is an advisor at NewSquare Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services, Cohen & Steers, Eaton Vance Management, and Ridgeworth Capital Management. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a range of individual and institutional clients. The firm focuses on diversified, strategic asset allocation using ETFs, equities, and fixed income, and employs sub-advisors and tax-aware investment strategies within its client portfolios.

Christopher Vassallo is a CFP® professional with 13 years of experience in financial advising. He has been with RTD Financial Advisors Inc since 2010. RTD Financial Advisors serves individuals, families, and a variety of institutional clients including pension and ERISA-covered retirement plans, pooled employer plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning, personalized investment management, and fiduciary consulting, utilizing an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Donna Teets is a financial advisor at Almanack Investment Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including StoneBridge Advisors, Inc., Domani Wealth LLC, and United Capital Financial Advisers, LLC. In addition to her advisory work, she participates as an independent contractor in consumer product testing. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individual and institutional clients. The firm employs model asset allocation portfolios focused on diversified, risk-conscious strategies and offers a range of investment approaches including adviser-managed pooled funds and private fund platforms.

Tyler Reedman is a financial advisor at HFM Investment Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked at HFM Investment Advisors since 2019, as well as at BNP Paribas and PGIM Investments in prior roles. HFM Investment Advisors is a seven-advisor team managing approximately $404 million for around 532 clients, serving individual investors and employer plan sponsors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan services, frequently utilizing third-party subadvisors such as GeoWealth and Betterment to assist clients with portfolio allocation and account management.

Richard Malesich is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has managed his own practice, R.C. Malesich & Associates, LLC, since 1998 and has been affiliated with PTS Brokerage and RCM Capital Management for over 19 years. Outside of investment advisory, he is involved in managing his practice and also conducts life, health, and disability insurance sales. PTS Brokerage, LLC provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach using both fundamental and technical analysis, managing discretionary and non-discretionary portfolios while offering a range of strategies including options and trailing stop losses.

Jordan Goldstein is a financial advisor with 10 years of industry experience, currently associated with 1st Financial Investment, Inc. He holds credentials as a CPA and IT Auditor Manager and serves as a board member of 1st Financial Investments, Inc. Goldstein's prior work includes roles at Endo Pharmaceuticals, Inc., Delaware River Port Authority, and Clarivate, Inc., among others. He also operates JGold Consulting, LLC. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset-allocation approach combining passive index funds and ETFs with active managers, offering advice on a non-discretionary basis while monitoring outside money managers.

Patrick Mc Crindle is a financial advisor with Laurel Oak Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Ameriprise, Private Advisor Group, LPL Financial, SGI Wealth Management, as well as teaching appointments at Rutgers School of Business and Camden County College. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm combines active and passive strategies with tactical asset allocation and alternative investments within a scaled, predominantly discretionary service model.

Guilian Dileonardo is a CFP® and holds a Series 66 license, with nine years of industry experience. He is currently part of Liberty One Wealth Advisors in Philadelphia, where he has worked since 2021. Prior to this, he held positions at Bank of America and Merrill from 2017 to 2021. Dileonardo is also the Managing Director of Liberty One Private Risk, an insurance agency. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as retirement accounts and some charitable and institutional clients. The firm’s investment approach focuses on goals-driven asset allocation using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash flow needs.

Branden Hess is a financial advisor at Wealth Management Associates, Inc. in Cherry Hill, NJ, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Securities America Inc and ARI Fleet. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and institutions by providing financial planning, asset management, retirement plan consulting, and educational seminars. The firm employs fundamental analysis and strategic asset allocation with a long-term focus, utilizing model portfolios, third-party sub-advisors, and in-house management.

Fan Feng is a CFP® with eight years of industry experience and currently serves at Liberty One Wealth Advisors in Philadelphia. Before joining Liberty One Wealth Advisors in 2021, Feng held roles at Bank of America, Merrill, Citizens Securities, Citizens Bank, Chubb Insurance, and Gilbane Building Company. Feng is also a board member of the Drexel University Alumni Board of Governance. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, retirement accounts, and some charitable and institutional clients. The firm employs a goals-driven asset allocation approach using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.

Peter Toscani is a CFP® and CFA® with six years of industry experience. He has worked at Mitchell Sinkler & Starr since 2019 and previously at Chartwell Investment Partners from 2016 to 2019. He is based in Philadelphia, PA. Mitchell Sinkler & Starr serves high-net-worth individuals, families, estates, trusts, endowments, and foundations, employing a long-term, goal-based investment approach that combines top-down macro analysis with bottom-up fundamental research. The firm manages approximately $1.79 billion and focuses primarily on non-discretionary advisory relationships.

Timothy Miller is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at Quaker Wealth Management since 2020 and previously held roles at Bank of America and Merrill. He is also the founder of 24Eight Media, a company assisting athletic trainers and athletes with personal brand development. Quaker Wealth Management serves individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and a Family CFO service for households with at least $5 million in investable assets. The firm employs a collaborative, disciplined investment approach focused on asset allocation, frequently using ETFs and mutual funds, and integrates tax and estate professionals into its advisory process.

Christopher Heiser is a financial advisor with Laurel Oak Wealth Management, LLC, holding CFP® and ChFC® designations and a Series 63 license. He has 33 years of industry experience, including 20 years with Ameriprise and currently works at Laurel Oak and PKS Investments. He assists a family member with managing a rental real estate firm in Knoxville, TN. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm manages approximately $1.399 billion in assets and combines active and passive strategies, tactical asset allocation, and alternative investments within a wrap fee program and independent manager platforms.

David Koehler is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Eagle Wealth Strategies. His previous experience includes roles at Janney Montgomery Scott and Raymond James Financial Services. He is a board member of the South Jersey Young Professionals Associates, a nonprofit organization supporting local South Jersey nonprofits. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamental analysis-driven investment process with diversified model portfolios and offers comprehensive wealth management, financial planning, and consulting services.

Lillia Smith is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with RTD Financial Advisors Inc and previously worked at Corient and Radnor Financial Advisors, among other firms. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. The firm focuses on life-centered financial planning, personalized investment management, and fiduciary consulting, utilizing an asset-allocation driven approach with ongoing monitoring and tax-aware management.

James Whalen is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Cypress Financial Planning, joining the firm in 2025 after seven years with Dravo Bay, LLC dba Blue Rock Dravo Bay and one year at Blue Rock Financial Group. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutional plan sponsors. The seven-advisor team manages approximately $490 million in assets, providing financial planning, investment management, and retirement-plan consulting through a tailored, holistic process that includes advanced trading strategies and a fiduciary fee-only model.