Ryan Miller is a financial advisor at Eagle Wealth Strategies with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services, Bank of America, Merrill, and Ameriprise Financial Services. Eagle Wealth Strategies is a fee-based, SEC-registered investment adviser serving individuals, trusts, estates, businesses, and charitable organizations. The firm utilizes a fundamental, long-term investment approach through model portfolios featuring low-cost mutual funds, ETFs, equities, and other asset classes, while providing ongoing portfolio monitoring and engaging independent consultants for research and due diligence.

Matthew Ellis is a CFP® with 18 years of experience in financial advising. He is currently a co-owner and president at Common Cents Planning, where he has worked since 2015, including through its affiliation with Planning Directions, Inc. Ellis previously worked at Commonwealth Financial Network for four years. Common Cents Planning serves individual and high-net-worth clients, providing investment management and comprehensive financial planning. The firm manages approximately $542 million across 450 clients and emphasizes client-specific investment policy statements and fundamental analysis to build tailored portfolios.

Melissa Phillips is a financial advisor with Eagle Wealth Strategies, holding a Series 66 designation and eight years of industry experience. She has worked at Eagle Wealth Strategies since 2016, with additional experience at Raymond James Financial Services Advisors and managing an estate as an executor outside of her advisory role. Eagle Wealth Strategies is a fee-based SEC-registered investment adviser serving individuals, trusts, estates, businesses, and charitable organizations. The firm employs fundamental analysis and a long-term investment approach using diversified model portfolios that include mutual funds, ETFs, equities, bonds, alternative investments, and structured products.

Aidan Neuberger is a financial advisor at Grey Fox Wealth Advisors, LLC in Rockland, Delaware. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at Bryn Mawr Trust and has been affiliated with the University of Delaware since 2022. Grey Fox Wealth Advisors serves individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $699 million in client assets through a multidisciplinary team that employs customized model portfolios using low-cost mutual funds and ETFs, supported by academic, fundamental, and technical analysis.

Steven Hutchison is a financial advisor at RiversEdge Advisors with a Series 65 credential and three years of industry experience. Prior to joining RiversEdge, he spent 11 years at The Siegfried Group. He is also a partner at RiversEdge Business Services, a public accounting firm. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s approach is based on modern portfolio theory and utilizes ETFs, independent managers, and technology integrations to manage client strategies.

Thomas Skelley is a financial advisor at Trillium Wealth LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Carson Wealth, CWM, LLC, Wealthcare Advisory Partners LLC, and LPL Financial. Outside of advisory work, he is involved in managing several real estate entities. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm uses a blend of quantitative, fundamental, technical, and economic analysis in its investment decisions and offers a broad range of services, including fiduciary support and coordination with affiliated tax and insurance professionals.

Mark Meloro is a financial advisor at Market Street Wealth Management with 27 years of industry experience. He has been with Market Street Wealth Management since 2010 and holds Series 63 and Series 65 licenses. In addition to his advisory role, Meloro is co-owner of a tax preparation service that operates seasonally. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to unaffiliated money managers. The firm employs a fundamentals-driven, long-term investment approach with diversified portfolios typically composed of mutual funds and ETFs.

Johathan Williams is a financial advisor at Diversified, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Annuities, Inc. and PNC Bank. Diversified, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets. The firm offers a comprehensive financial planning process alongside discretionary and non-discretionary asset management, with tailored portfolios supported by third-party managers and technology platforms.

Maxwell Meloro is a Series 66-licensed advisor at Market Street Wealth Management in West Chester, PA, with one year of industry experience. His background includes roles at Market Street Financial Group and USA Financial Securities LLC, as well as prior experience outside finance. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes a fundamentals-driven, long-term investment approach supplemented by financial planning and operates within a broader affiliated business network including tax and insurance services.

Bryce Cleveland is a financial advisor at Grey Fox Wealth Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Grey Fox Wealth Advisors, he worked at KPMG LLP and has been the owner of Cleveland & Company, a CPA and accounting practice, since 2022. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm employs a model-based, customized investment approach that integrates fundamental and technical analysis to create diversified portfolios tailored to client objectives and risk tolerance.

James Bruton is a financial advisor with Bruton Chisnell Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Valmark Securities, Inc. since 2005 and was previously affiliated with Bruton Financial Advisors, LLC. Outside of his advisory roles, he serves as president of Downingtown Good Neighbor Day, a nonprofit that raises funds for local volunteer fire and rescue companies. Bruton Chisnell Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, emphasizing fundamental analysis and individualized asset allocation through Independent Managers, mutual funds, ETFs, and individual securities.

Daniel Mc Glinn is a financial advisor at Grey Fox Wealth Advisors, LLC with one year of industry experience and holds a Series 65 credential. Prior to joining Grey Fox Wealth Advisors in 2025, he worked at Outerlands Capital, Horizen Labs, and FirstWatch, among other roles. He is the founder and operator of FirstWatch Crypto, LLC, which manages an investment fund focused on liquid digital assets. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages approximately $699 million in client assets, offering discretionary investment management, comprehensive financial planning, and retirement plan consulting with customized model portfolios using low-cost funds, individual securities, and alternatives.

Matthew Ryba is a financial advisor at Oakbourne Advisors in West Chester, PA, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior work includes seven years at Hartford Funds and five years at Northstar Asset Management. Oakbourne Advisors serves individuals, high-net-worth households, retirement plans, trusts, and business clients by managing discretionary portfolios and providing financial planning and retirement plan consulting. The firm uses a multi-office platform and a blend of fundamental, technical, charting, and cyclical analysis in its investment approach.

Kevin Lake is a CFP® professional with 12 years of industry experience, currently serving at Common Cents Planning. His work history includes roles at Commonwealth Financial Network, MML Investors Services, MassMutual Life Insurance, New York Life Securities, Cumby, Spencer & Associates Financial Group, and Lincoln Financial Group. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning, managing approximately $542 million for around 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to create tailored portfolios, supported by routine reviews and custodial reporting.

Jonathan Kolle is a CFA® charterholder with 27 years of experience in the financial industry. He is a senior advisor at Smithbridge Asset Management, Inc., where he has worked since 1999. Prior to this, he was with Financial Freedom Innovations, Ltd for one year. He also serves as President and Chief Compliance Officer of Smithbridge Asset Management, LLC. Smithbridge Asset Management is an SEC-registered advisory firm that provides financial planning and portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm serves a diverse client base including high-net-worth and institutional clients, with an investment approach focused on disciplined, fundamentally driven equity selection and diversified fixed-income strategies.

Hans Lauzen is a financial advisor with Grey Fox Wealth Advisors, LLC and holds a Series 65 designation. He has two years of industry experience and has served in the United States Navy since 2011. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm uses an academic, long-term oriented investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Garrett Roach is an advisor with Concentus Wealth Advisors, holding Series 63 and Series 65 licenses. He has been with the firm since 2024 and has prior experience working at the Yacht Club of Stone Harbor. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm emphasizes continuous supervision of client accounts across a broad range of asset classes and tailors strategies for special situations such as low-basis stock and complex tax matters.

Jaime Cutter is a financial advisor at RiversEdge Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for seven years and Discover Financial Services for two years. Jaime is based in Wilmington, Delaware. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory approach, primarily using ETFs and strategic asset allocations tailored to client goals and risk tolerances.

Michael Jordan is a financial advisor at Traynor Capital Management with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Charles Schwab and Pacific Life Insurance Company. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations. The firm offers tailored portfolio management and financial planning, emphasizing direct stock ownership through a proprietary methodology, and manages over $2.4 billion with a seven-advisor team.

Cody Terrion is a financial advisor at Atlas with seven years of industry experience and holds the Series 66 designation. His prior work includes roles at Merrill, The McLean Group, Jefferies LLC, and U.S. Bank. Outside of finance, he was involved with Irazu Coffee for three years. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm employs a long-term, index-based investment framework supplemented by internally managed strategies and offers both discretionary and non-discretionary portfolio management.