Kenneth Dawson is a Series 66 registered advisor with 13 years of industry experience. He is currently affiliated with LRI Investments and has prior experience at M Holdings Securities and JKJ Financial Services. Outside of his advisory roles, he serves as Director of Investment and Retirement Services at JKJ Financial Services. LRI Investments is a team of 25 investment professionals managing approximately $2.78 billion for individuals, high-net-worth clients, businesses, financial institutions, and government entities. The firm offers customized asset-allocation portfolios with a long-term focus and provides retirement-plan consulting and ongoing fiduciary services.

Jeffrey Factor is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 66 designation and bringing 27 years of industry experience. His career includes tenures at LPL Financial, Borislow, Factor & Kaufmann, Wharton Advisory Group, and BFC Financial Services. In addition to his advisory work, he is involved with McCarthy and Co, a tax preparation and accounting firm. Clearview Financial Partners provides asset management, financial planning, and retirement-plan consulting primarily for individuals, high-net-worth clients, and small businesses. The firm manages approximately $1.06 billion across over 600 client relationships, employing an open-architecture investment approach with a combination of fundamental, tactical, and quantitative strategies.

Christopher Payne is a financial advisor at Payne Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Payne Capital Management since 2011. Payne Capital Management offers comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach uses quantitative methods based on Modern Portfolio Theory and tailors portfolios to client risk tolerances and goals, employing a mix of mutual funds, ETFs, individual securities, options, and independent managers.

Bruce Kardon is a Series 65-licensed advisor with Conservest Capital Advisors Inc, based in Wynnewood, PA. He has 32 years of industry experience and has been with Conservest since 1993. In addition to his advisory role, he has been involved with Kardon Industries, Inc. since 1977. Conservest Capital Advisors provides fee-only portfolio management and financial planning services to individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies based on macroeconomic analysis and scenario planning, focusing on long-term, low-turnover portfolios using ETFs, no-load mutual funds, and individually selected bonds.

L Macaulay is a financial advisor at JMAC Enterprises LLC with five years of industry experience. They hold a Series 65 designation and previously worked at Wells Fargo Advisors and its affiliates from 2017 to 2021. JMAC Enterprises LLC offers wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in assets and employs a primarily long-term investment approach while allowing tactical adjustments and portfolio rebalancing.

Richard Cobb Jr. is a financial advisor at Cresap, Inc. with 33 years of industry experience. He has held roles at Cresap since 2009 and previously worked at BMT Asset Management and UBS Financial Services. He holds Series 63 and Series 65 licenses. Cresap, Inc. primarily serves individual retail clients through both brokerage and SEC-registered investment advisory services, managing a majority of advisory assets on a non-discretionary basis. The firm utilizes Wells Fargo programs to implement client-specific investment strategies without adhering to a single firm-wide approach.

Matthew Topley is a financial advisor at Lansing Street Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortis Advisors LLC. Topley serves as a board member and advisor for Moneyclip Inc., a company that enables advisors to record and share client-friendly financial plan explanations. Lansing Street Advisors provides discretionary and non-discretionary wealth and portfolio management, as well as financial planning, primarily serving individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach focused on fundamental analysis and offers diversified portfolios using ETFs, mutual funds, equities, fixed income, and independent managers.

William Bromley is a financial advisor with Innova Wealth Partners, LLC in Newtown, PA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Innova Wealth Partners since 2013. In addition to his advisory role, Mr. Bromley is a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers insurance products to clients. Innova Wealth Partners provides discretionary portfolio management and financial planning for individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment strategies across multiple asset classes and frequently utilizes specialized sub-advisors, maintaining discretionary trading authority and ongoing oversight.

Ross Muldoon is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ellis Investment Partners, LLC. He has been with Ellis Investment Partners since 2013. In addition to his advisory role, Muldoon is a licensed insurance agent in Pennsylvania and New Jersey, specializing in life and annuities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework with an emphasis on diversification and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Brendan Moleski is a financial advisor at Conservest Capital Advisors Inc with 13 years of industry experience. He holds the Series 66 designation and has been with Conservest since 2015. Conservest Capital Advisors provides fee-only portfolio management and financial planning services for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm uses a customized, interview-driven investment process that emphasizes long-term, low-turnover portfolios with broad equity exposure and individually selected bonds, managing approximately $1.7 billion in discretionary assets across six advisors.

Andrew Factor is a financial advisor with Clearview Financial Partners, holding the Series 63 and Series 65 designations and 14 years of industry experience. He has worked at Clearview Financial Partners since 2018 and previously was with LPL Financial and The Wharton Advisory Group. Factor is also involved in insurance sales through his independent insurance business. Clearview Financial Partners serves individuals, high-net-worth clients, and small businesses, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting. The firm manages approximately $1.06 billion across more than 600 client relationships and employs an open-architecture investment approach that includes access to third-party managers and private market allocations.

Thomas Rylko is a CFP® and holds a Series 65 license with 17 years of experience in the financial industry. He has been with TGS Financial Advisors since 2015. TGS Financial Advisors offers discretionary investment management, financial planning, and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm manages portfolios using a variety of strategies and invests through mutual funds, ETFs, and sub-advisors, including specialized programs for medical professionals.

Joseph Dimaio Jr. is a CFP® with 19 years of industry experience. He is currently with Wick Capital Partners, LLC and previously worked at Bryn Mawr Trust and West Capital Management, Inc. since 2002. Wick Capital Partners provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets and employs a combination of fundamental analysis and active and passive investment strategies, integrating comprehensive financial planning into portfolio management.

Charles Scavone IV is a financial advisor with Nest Egg in Conshohocken, PA, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Nest Investments BD LLC since 2018, Nest Investments LLC since 2017, and Fidelity Brokerage Services LLC from 2016 to 2017. Nest Egg provides discretionary investment management services to individuals, corporations, trusts, non-profit organizations, and retirement plans using a proprietary algorithm-driven platform that manages ETFs, mutual funds, and annuities. The firm serves a large client base through kiosk placements and solicitor agreements, combining automated portfolio management with technical and fundamental analysis.

Christopher Topolewski is a financial advisor with Wick Capital Partners, LLC, holding a Series 65 designation and 23 years of industry experience. He has worked at Wick Capital Partners since 2018 and previously spent 16 years at West Capital Management, Inc. Outside of his advisory role, Mr. Topolewski is involved in real estate acquisition and development with family members and serves as an advisory board member of the Archdiocese of Philadelphia, focusing on investment matters. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities by providing personalized asset management and comprehensive financial planning. The firm employs a mix of active and passive investment strategies based on fundamental analysis and manages most client assets on a discretionary basis.

Gary Hess is a CFA® charterholder with 27 years of industry experience. He has been with Baldwin Investment Management, LLC since 2017 and previously worked at Rkm Advisors, Inc. from 2012 to 2016. Baldwin Investment Management, LLC provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a combination of quantitative stock-selection models, qualitative research by sector-focused portfolio managers, and technical chart analysis in its investment process.

Ryan Davies is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Insight Advisors since 2016 and also maintains a position with Purshe Kaplan Sterling Investments. Insight Advisors manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and businesses through a multi-advisor team. The firm offers tailored portfolio management and financial planning using a variety of investment strategies, including stocks, bonds, options, and cryptocurrency, with regular portfolio reviews and rebalancing.

David Lorine is a financial advisor at Conservest Capital Advisors Inc with 26 years of industry experience. He has been with Conservest Capital Advisors since 1999. He holds a Series 65 designation. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies based on in-depth client interviews and manages nearly $1.925 billion in discretionary assets across a compact team.

Joseph Plevelich is a CFA® charterholder at Pekin Hardy Strauss, Inc. with six years of industry experience. He has worked at Pekin Hardy Strauss since 2021 and concurrently at Boenning & Scattergood, Inc. since 2020, following sixteen years at Schneider Capital Management. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, registered investment companies, charitable organizations, and corporations. The firm’s investment process emphasizes fundamental analysis, asset allocation, and ESG factors, employing a variety of instruments and strategies—including derivatives and pooled vehicles—to tailor portfolios to clients’ objectives and manage risk.

Man Hyung Hahn is a CFP® professional with five years of experience in the financial industry. He has been with RTD Financial Advisors Inc. since 2013 and previously worked at Intuit from 2018 to 2019. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning and personalized investment management through an asset-allocation driven approach, offering both discretionary and non-discretionary services along with specialized fiduciary consulting for employer retirement plans.