Jeffrey Weiand is a CFP® credentialed financial advisor with 35 years of industry experience. He has been with RTD Financial Advisors, Inc. in Philadelphia, PA since 1985. RTD Financial Advisors is a multi-team advisory firm serving individuals, families, and institutional clients including pension plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, with a focus on individualized investment programs, tax-aware portfolio management, and retirement-plan support.

Timothy Macarak is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Members Wealth LLC since 2023 and previously held roles at CS Planning Corp., Bryn Mawr Capital Management, LLC, and West Capital Management. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses, providing investment management, financial planning, and employer benefits consulting. The firm emphasizes fundamental analysis and a long-term investment approach, using diversified portfolios of low-cost mutual funds, ETFs, and other securities tailored to client goals and risk tolerance.

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.

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.

Rose De Frank is a CFP® professional with six years at WealthFD and two years of industry experience. Prior to joining WealthFD, she held roles at Target and Saint Joseph’s University. WealthFD provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plan sponsors, using a combination of fundamental, quantitative, and modern portfolio theory approaches. The firm integrates tax and accounting capabilities alongside portfolio management, offering a coordinated service model that includes personal and business tax planning.

John Liberatore is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Concentus Wealth Advisors 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 supervises client accounts across various asset classes, tailoring strategies for complex tax or 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 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Efficient Advisors, MML Investor Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved in retirement plan services as a director at NewSquare Capital. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various pension and profit-sharing plans. The firm employs a diversified, strategic asset-allocation approach using ETFs, equities, and fixed income, and incorporates sub-advisors and tax-aware strategies within its investment process.

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.

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.

Wayne Wagner Jr. is a ChFC®-designated financial advisor with 30 years of industry experience, currently with WealthPlan Investment Management LLC. His prior experience includes long tenures at LPL Financial and Securities America Inc. Wagner serves on the advisory board of the Sovereign Grace Church Marlton nonprofit and hosts the Envizion More Podcast, which covers topics ranging from investing to life. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing over $2 billion in assets. The firm provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, and institutional clients, employing model-based strategies and offering both discretionary and non-discretionary solutions.

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® with 20 years of experience in financial services. She is currently with Eagle Wealth Strategies, where she has worked since 2023, and previously spent over a decade at Raymond James Financial Services Advisors, Inc. Outside of her advisory role, she is involved in insurance sales and owns Aerie Tax & Advisory, LLC, a tax and accounting services firm. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamentally driven investment process using diversified model portfolios and offers comprehensive wealth management, financial planning, and consulting services.

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 has previous experience at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as treasurer of the Aircraft Square Club, a social club in Doylestown, PA. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, nonprofits, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies alongside third-party managers and integrates technology platforms for comprehensive portfolio oversight and participant education.

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.

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.

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.