Jonathan Allen is a financial advisor at Alden Investment Group with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, Allen serves as treasurer for a local social club and manages family investments. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and financial planning services to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations combining proprietary strategies and third-party managers, with an integrated platform to provide unified household reporting and specialized fiduciary services for employer plans.

William Miller is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at KRPG Advisors, LLC, H. Beck, Inc., and Brinker Capital Inc. He has also provided ERISA 3(21) and 3(38) investment advisory services through KRPG Advisors. Gibraltar Wealth Management provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm combines planning and consulting with portfolio implementation, offering specialized services like Relative Strength advisory for retirement plans and ERISA fiduciary support, and manages approximately $313 million in assets under management and advisement.

Stephen Hudson is an advisor with Peak American Investment Advisors, Inc., where he has worked since 2008. He is based in Ardmore, PA, and is part of an 11-advisor team. Hudson has 18 years of industry experience. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, retirement income solutions, and estate and legacy services. The firm’s investment approach combines technical and fundamental analysis, with portfolios constructed from a range of securities and integrated tax and insurance strategies.

David Peppard is a financial advisor at Baldwin Investment Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Baldwin Investment Management in 2026, he worked at Haverford Financial Services, Inc., Haverford Trust Securities, Inc., and The Haverford Trust Company from 2013 to 2026. Baldwin Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and access to private funds for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary quantitative stock-selection model to manage client portfolios and offers specialized strategies including separately managed accounts with features less common among peer teams.

James Dodderidge is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Oppenheimer, Janney Montgomery Scott, Parker/Hunter Incorporated, and Cresap Inc. Outside of his advisory work, he has been affiliated with L.L. Bean since 2016. Gibraltar Wealth Management, LLC provides financial counseling, investment management, and wealth management services to a diverse client base including individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages a significant portion of its assets on a non-discretionary basis and offers specialized services such as Relative Strength advisory and ERISA fiduciary support.

Jacob Asplundh is a CFP® professional with 11 years of industry experience. He has been with Passive Capital Management, LLC since 2017 and previously worked at Greenspring Wealth Management, Inc. from 2015 to 2017. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach, primarily using index mutual funds and ETFs to manage portfolios on a discretionary basis with regular rebalancing and performance measurement.

Steven Benjamin is a CFA® charterholder with 20 years of industry experience. He is currently an executive vice president at Addison Capital and has prior experience with Nest Investments LLC and Revl Capital Group. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios and advises across a broad range of investment instruments.

Maxine Shevlin is a CFP® and Series 65 credentialed advisor with one year of experience at RTD Financial Advisors Inc. She has prior experience at WMS Partners and its affiliate from 2018 to 2022. 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 offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services with an emphasis on written Investment Policy Statements, tax-aware management, and structured retirement-plan solutions including 3(38) fiduciary management and Pooled Employer Plans.

Lynda Mcfeeley is a financial advisor at Drexel Morgan & Co. with 30 years of industry experience. She holds a Series 63 designation and has been with Drexel Morgan since 2010. Her prior experience includes long-term roles at The Haverford Trust Company and Haverford Trust Securities, Inc. Drexel Morgan & Co. provides discretionary and non-supervisory investment advisory services primarily to high-net-worth individuals. The firm emphasizes fundamental analysis and maintains a core "Legacy Portfolio" of large-cap, dividend-growing U.S. stocks, tailoring portfolio management to each client’s objectives and risk tolerance.

Eduard Zolotarev is a CFP® certificant with five years of industry experience, currently advising at Brooklyn FI, LLC since 2022. His background includes roles at Marcum LLP, Gryphon Financial Wealth Advisors, and 1st Global Advisors. Zolotarev is also the owner of EVZ Tax and Accounting Services, providing tax preparation for family, friends, and a few small clients. Brooklyn FI serves individual and high-net-worth clients with household-level investment management and financial planning, incorporating both passive strategies and specialized external managers. The firm is known for aggregating held-away assets into client portfolios and offering educational seminars along with affiliated tax and fintech services.

David Bezar is a financial advisor with Thrive Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Thrive Capital Management since 2015 and is also involved with Thrive Insurance Group and Thrive Financial Services. Outside of his advisory roles, Bezar serves on the board of the nonprofit BEATCANCER.ORG and is a 50% owner of Quantum Leap Services, a digital marketing agency. Thrive Capital Management provides discretionary investment management and financial planning to individuals, businesses, and charitable organizations. The firm employs a custom asset allocation strategy using diversified model portfolios, fundamental security analysis, and sub-advisor platforms, managing approximately $398 million for nearly 600 clients.

David Clark is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Wick Capital Partners, LLC and has previously worked at firms including Purshe Kaplan Sterling Investments, Brandywine Oak Private Wealth, and Merrill. Wick Capital Partners provides personalized asset management and financial planning to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets using fundamental analysis, a mix of active and passive strategies, and integrated financial planning services.

Maria Kelly is a financial advisor at Amplius Wealth Advisors with nine years of industry experience. She holds the CFP® designation and the Series 66 license. Prior to joining Amplius Wealth Advisors in 2025, she worked at The Vanguard Group for eight years and Merrill Lynch for one year. She also held a position at Temple University for three years. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by offering discretionary portfolio management, comprehensive financial planning, and retirement plan advisory services. The firm customizes advice using model portfolios, third-party managers, and sub-advisers, leveraging advanced operational and trading platforms to implement and monitor client strategies.

Janna Forte is a financial advisor at Barton Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Barton since 2016. Barton Investment Management provides discretionary portfolio management and investment advisory services to individuals, high net worth clients, retirement plans, charitable organizations, trusts, estates, and business entities. The firm employs a fundamentally driven, concentrated investment approach focused on long-term holdings and tax-efficient outcomes.

Francisco Garcia is a Series 65-licensed advisor at Just Futures with two years of industry experience. His career background includes roles at City Innovate, Inc., and involvement with political campaigns such as Biden for President 2020 and Mike Bloomberg 2020. He also founded a small distillery, Strivers' Row Distillery Ltd. Just Futures serves nonprofit organizations, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing assets with a values-aligned investment approach that integrates ESG considerations and a range of public and private market solutions focused on social justice.

Nicholas De Santis is a CFP®, CFA®, and Series 65 credentialed advisor with six years of industry experience. He has worked at Quaker Wealth Management since 2017 and previously held roles at Rutgers University, Rowan College of Burlington County, and Wawa Inc. Quaker Wealth Management serves individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation and utilizing a proprietary Qmap platform to implement portfolios primarily with ETFs and mutual funds.

Steven Montgomery is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 66 designation and 24 years of industry experience. He has worked at Clearview since 2018, following seven years at The Wharton Advisory Group and a long tenure with LPL Financial. In addition to his advisory role, he is involved in life and health insurance activities. Clearview Financial Partners manages discretionary and non-discretionary assets for individuals, high-net-worth clients, and small businesses, overseeing approximately $1.06 billion across 600+ client relationships. The firm utilizes an open-architecture investment approach that includes third-party portfolio managers, tactical and quantitative methods, and private market allocations through its affiliated fund.

Henry Fox is a CFP® and ChFC® with 15 years of industry experience, currently serving at Blue Bell Private Wealth Management, LLC since 2012. He also owns and consults through Fox Consulting, a non-investment-related business. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, and estates. The firm’s investment approach uses exchange-traded funds, closed-end funds, and structured investments, incorporating options strategies and fundamental and cyclical analysis.

Joseph Zaccardi is a CFA® charterholder with four years of industry experience. He is currently with Atlas Private Wealth Advisors in Lansdale, PA, having previously worked at firms including LPL Financial, Osaic Wealth, Inc., Lincoln Financial Advisors, Cresset Asset Management, and Drexel Morgan Capital Advisers. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Bruce Brolle is a financial advisor with Insight Advisors, LLC, where he has worked since 2016. He holds Series 63 and Series 65 licenses and has 35 years of experience in the industry, including roles at Morgan Stanley, Purshe Kaplan Sterling Investments, Citigroup Global Markets, and PNC Wealth Management. Insight Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, pension consulting, and portfolio monitoring. The firm manages approximately $785.65 million in client assets and offers customized investment strategies utilizing a range of securities and both fundamental and technical analysis.