Sarah Cardamone is a financial advisor at Northeast Advisers, Inc. with five years of industry experience. She holds a Series 65 designation. Prior to joining Northeast Advisers, she spent six years working in professional soccer organizations, including the United Soccer League and Charleston Battery. Northeast Advisers, Inc. is an independent Registered Investment Adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and institutions. The firm employs a structured investment process using low-cost no-load mutual funds, ETFs, and selected individual securities, providing primarily non-discretionary, fee-only advisory and financial planning services.

Brittany Kalsky is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Brandywine Oak Private Wealth LLC. She has worked in the financial sector since 2015, including roles at Merrill and Purshe Kaplan Sterling Investments. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, providing financial planning and both discretionary and non-discretionary investment management. The firm employs a goal-oriented investment approach focusing on diversified ETF allocations, tax minimization, and behavioral finance principles, and offers a range of investment strategies and performance-based fee arrangements.

Brian McGowan is a financial advisor at McGowan & Co LLP with 24 years of industry experience. He has been with McGowan & Co., LLP since 1998 and McGowan & Co., LLC since 2000. Outside of his advisory role, he is a member of a related CPA firm where he prepares income taxes and handles estate, retirement, and educational planning. McGowan & Co., LLP provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm primarily operates on a non-discretionary basis, emphasizing client-directed decisions, and manages a diverse range of assets including individual stocks, bonds, mutual funds, ETFs, and options.

John Liberatore is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Concentus Wealth Advisors, LLC since 2016. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm offers private wealth and family-office style planning and oversees client accounts across various asset classes while tailoring strategies for complex tax and corporate matters.

Anthony Mccracken Jr. is a CFP® professional with 15 years of experience in the financial industry. He is currently a member of the team at Alden Capital and has worked previously at Northwestern Mutual Wealth Management Company and William Borchert. Outside of his advisory role, he is the sole owner of Fortress Financial Services LLC and serves as Managing Director of Qualified Plans at Newcleus. Alden Capital Management serves a diverse client base including individuals, retirement plans, non-profits, registered investment advisers, and pooled investment vehicles, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing a combination of proprietary asset allocation strategies, third-party managers, and model portfolios delivered through its Alden COVE platform.

Timothy Chisholm is a financial advisor at NewSquare Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Efficient Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Brinker Capital Inc. He is also involved in cross-marketing strategic relationships sourced via Efficient referrals. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of retirement plans. The firm emphasizes diversified, strategic asset allocation implemented primarily through ETFs, equities, and fixed income, and employs tax-aware and options strategies alongside sub-advisory capabilities.

John Prickett is a financial advisor at Market Street Wealth Management with three years of industry experience. He holds a Series 66 designation and previously worked at USA Financial Securities Corporation. Outside of his advisory role, he engages in preaching and teaching as a guest speaker at churches, occasionally addressing topics related to financial stewardship. 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 independent managers. The firm employs a fundamentals-driven, long-term investment approach, emphasizing diversified portfolios and strategic asset allocation supported by comprehensive financial planning services.

Edward Snitzer is a financial advisor at Prudent Management Associates with 35 years of industry experience. He has been with Prudent Management Associates since 1982 and has also been associated with Els Counselors Inc and Keystone Development Services Inc since 1981. He holds the Series 63 designation. Prudent Management Associates provides discretionary portfolio management and limited consulting services to high-net-worth individuals, charitable institutions, foundations, endowments, and corporate plans. The firm manages approximately $1.23 billion for about 210 clients through a small team of advisors, using primarily low-cost, no-load mutual funds and offering four risk-based model portfolios tailored by asset allocation and regularly rebalanced.

Michael Henley is a CFP® with 16 years of industry experience, currently serving at Brandywine Oak Private Wealth LLC since 2018. His prior experience includes roles at Bank of America/Merrill Lynch and Purshe Kaplan Sterling Investments. Henley serves on the boards of the United Way of Southern Chester County and the Abdominal Cancers Alliance. He is also a trust protector for certain client trusts and is the owner and CEO of Brandywine Oak Private Tax Advisory. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, offering financial planning, consulting, and investment management with a goal-oriented approach that emphasizes low-cost, broadly diversified ETF allocations, tax minimization, and behavioral finance principles. The firm also provides access to model portfolios, separately managed accounts, and various investment strategies, along with affiliated tax advisory services.

Karen Van Horn is a financial advisor at Alden Capital with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services and Oppenheimer & Co. Van Horn serves as Chief Risk Officer for Alden Investment Group and Chief Compliance Officer for Equalize Capital. Alden Capital Management serves individual clients, retirement plans, non-profit entities, registered investment advisers, and pooled investment vehicles, managing approximately $1.5 billion in assets. The firm offers customized asset allocation using internally managed strategies, third-party managers, and model portfolios, supported by its Alden COVE platform for integrated reporting and account management.

Kevin Janiec is a CFP® with 13 years of industry experience, currently serving as an advisor at Financial Coach. Prior to joining Financial Coach in 2021, he spent eight years at The Vanguard Group, Inc. Financial Coach is a team of five advisors serving individuals and couples nearing retirement as well as young families and emerging professionals. The firm provides modular financial planning combined with portfolio management, focusing on custom asset allocation using mutual funds and ETFs, with a planning-first approach that integrates human and technology support.

Diane Taylor is a financial advisor with LPL Financial and holds a Series 65 designation. She has 21 years of industry experience and has worked at Victory Wealth Partners since 2002. In addition to her advisory role, she is involved with Kelly & Taylor, PC, a tax preparation and accounting firm where she has worked since 1983. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Steffanie Lerch is a CFP® professional affiliated with Eagle Wealth Strategies, with 21 years of experience in the financial services industry. Her work history includes roles at Raymond James Financial Services Advisors, Inc. and Eagle Wealth Strategies, where she has been associated since 2002. She is also owner of Aerie Tax & Advisory, LLC, a tax and accounting services firm. 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 model portfolios with mutual funds, ETFs, equities, bonds, and alternative investments, and engages an independent consultant for portfolio research and due diligence.

Jonathan Allen is a financial advisor at Alden Investment Group with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Allen serves as treasurer of the Aircraft Square Club, a social organization in Doylestown, PA. Alden Investment Advisors provides portfolio management and fee-based financial planning services to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and integrates technology platforms to manage both discretionary assets and held-away accounts.

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.

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.

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 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.

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.

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.