Justin Thompson is a CFP® with three years of experience and is currently with Stillwater Capital Advisors, LLC. He previously worked at CapFinancial Partners, LLC (CAPTRUST) and Veritable, LP. Outside of his advisory role, he serves as Finance Chair and board member for the Willistown Conservation Trust and as Treasurer and board member for Radnor Hunt, a social club. Stillwater Capital Advisors serves individual and high-net-worth clients, pension and endowment plans, charitable organizations, and corporate accounts. The firm provides tailored investment advice and discretionary portfolio management, combining fundamental and cyclical analysis with strategic asset allocation and a preference for long-term holdings.

Steven Benjamin is a CFA® charterholder with 19 years of experience in the financial industry. He currently serves as executive vice president at Addison Capital and has prior experience with Nest Investments and Revl Capital Group. Benjamin is based in Conshohocken, PA, and holds a Series 63 license. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios across a broad range of instruments and manages over $1.1 billion in assets with a small advisory team.

Jonathan Smith is a CFP® with 21 years of industry experience and holds a Series 66 designation. He is affiliated with Ellis Investment Partners, LLC and Wealth Planning Solutions, LLC, where he has worked since 2012 and 2014, respectively. At Wealth Planning Solutions, he also sells insurance and annuity products during trading hours. Ellis Investment Partners provides investment advisory and planning services to individual and institutional clients, including high-net-worth individuals, trusts, small businesses, and retirement plans. The firm employs a dynamic asset-allocation approach and offers diversified investment options while delivering both fiduciary and non-fiduciary retirement plan services.

David Clark is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wick Capital Partners, LLC. His prior roles include positions at Merrill Lynch, Brandywine Oak Private Wealth, and Purshe Kaplan Sterling Investments. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, offering personalized asset management and comprehensive financial planning. The firm employs a mix of active and passive investment strategies and manages most client assets on a discretionary basis.

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.

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.

John Moore is a financial advisor at Oakbourne Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and McKean Defense Group. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios primarily composed of mutual funds, ETFs, stocks, preferred stock, and cash equivalents.

Christopher Gildea is a financial advisor at Tower Bridge Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tower Bridge Advisors since 2018, previously spending two years at Portview Partners, LLC. Tower Bridge Advisors provides investment advice and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach across equities and fixed income and manages two private funds focused on concentrated, research-driven opportunities.

Jack Green is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Thrive Wealth Management, LLC since 2021 and previously held positions at Vanguard, Bank of America, Merrill, and Merrill Lynch. Outside of finance, he briefly worked in the restaurant industry. Thrive Wealth Management serves individuals, including high-net-worth clients, as well as retirement plan sponsors, charities, businesses, trusts, and estates. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and financial planning through a multi-advisor team managing approximately $1.58 billion in assets.

Erik Strid is a CFP® and ChFC® with 32 years of industry experience, currently serving as a financial advisor at Concentus Wealth Advisors. He has been with Concentus and Purshe Kaplan Sterling Investments since 2014. Strid is also the author of two books, *Clarity* and *Explorers*, and serves as a trustee for the J Wood Platt Scholarship fund. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering investment management, financial planning, and consulting services. The firm emphasizes continuous portfolio supervision with diversified allocations and employs multiple analysis methods alongside long-term and short-term trading strategies tailored to client-specific needs.

Cortney Milner is a financial advisor at Veery Capital, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Veery Capital since 2018, including the firm’s prior iteration, as well as at Cambridge Investment Research Advisors and DC Mac LLC. Outside of advisory services, she is involved in accounting and bookkeeping for two non-investment-related real estate businesses. Veery Capital serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans with discretionary investment management and financial planning. The firm employs a modern portfolio theory-based approach, emphasizing strategic asset allocation primarily through ETFs and passive mutual funds, with customized portfolios monitored and adjusted over time.

Michael Weber is a CFP® with 20 years of industry experience and currently serves as an advisor at Blue Bell Private Wealth Management, LLC. His prior roles include positions at BlueSphere Advisors LLC and Your Planning Partners LLC. He is also involved with the Colonial Community Organization. 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, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, employing fundamental and cyclical analysis along with options strategies and structured notes.

Shawn Gallagher is a CFA® charterholder with 12 years of industry experience. He has worked at Sterling Capital Management LLC for nine years before joining Tower Bridge Advisors in 2024. Tower Bridge Advisors provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a fundamental research-driven, strategic asset allocation approach across equities and fixed income, manages private investment funds with sector-focused strategies, and offers limited financial planning and periodic investment communications.

Craig Rose is a financial advisor at Axiom Asset Management with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Axiom Asset Management, LLC and Purshe Kaplan Sterling Investments since 2003, as well as WealthTrust Axiom since 2007. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning services for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a client-specific, profile-driven investment approach utilizing multiple strategies and analyses across various asset classes, emphasizing asset allocation, security selection, and tax considerations.

Tyler Procacci is a CFA® charterholder with eight years of industry experience. He is currently with Diversified, LLC and previously worked at NexWealth, LLC and The Vanguard Group, Inc. He holds a Series 63 license and is based in Wayne, PA. Diversified, LLC provides financial planning and portfolio management to individual, high-net-worth, and institutional clients. The firm employs a comprehensive planning process with ongoing reviews and utilizes both third-party managers and proprietary platforms to tailor investment strategies.

Jon Sobotkin is a financial advisor at Blue Bell Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Blue Bell Private Wealth Management since 2006. Blue Bell Private Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, utilizing fundamental and cyclical analysis along with options strategies and structured notes as part of portfolio management.

George Limbach is a financial advisor with Compass Ion Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Compass Ion Advisors since 2008 and at Keel Point since 2023. Outside of his advisory work, he serves as treasurer for St. Mary Magdalene Community, president and board chair of PAR-Recyle Works, a nonprofit providing employment to ex-offenders, and is involved with nonprofit music and missionary organizations in governance and investment oversight roles. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations, managing approximately $1.59 billion in assets. The firm employs a team-driven approach focused on strategic asset allocation and long-term holding periods, utilizing a range of investment products and providing integrated financial planning with ongoing portfolio management.