Andrew Herron is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stone Pine Financial Partners since 2013. Outside of advisory work, he serves as an insurance sales representative and has experience as an assistant high school tennis coach. Stone Pine Financial Partners serves individuals near or in retirement, as well as select trusts and estates, offering comprehensive wealth management focused on retirement planning and cash flow analysis. The firm employs a strategic, passive investment approach emphasizing low-cost ETFs, global diversification, and systematic rebalancing.

Thomas Goldsmith Jr. is a financial advisor at Flagship Capital Management Inc with 32 years of industry experience. He has been with Flagship Capital Management since 1990. Flagship Capital Management provides investment management and financial planning services to individuals, corporations, pension and profit-sharing plans, foundations, trusts, and endowments. The firm employs a combination of fundamental analysis, technical methods, and macroeconomic assessment to create individualized equity and fixed-income portfolios, managing client relationships primarily on a discretionary basis.

Alexander Maguire is a CFA® charterholder with 31 years of industry experience. He is a principal at Maguire Investments LLC, where he has worked since 2012, and also serves as a portfolio manager at Adare Asset Management since 2010. Maguire Investments LLC provides continuous investment management to individuals, trusts, estates, charitable organizations, banks, and pension and profit-sharing plans. The firm employs a generally conservative equity strategy focused on sustainable earnings and dividend policy, alongside a conservative fixed income approach, with a specialty in financial-services companies for select clients.

James Gibson is a financial advisor at Apricus Wealth LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at BB&T Securities and operating as a self-employed advisor before joining Apricus Wealth in 2021. Apricus Wealth is a registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies, providing integrated financial planning and ongoing account monitoring.

Richard Vassos is a financial advisor at Vassos Investments, LLC with seven years of industry experience. He holds a Series 65 designation and has been self-employed since 1997. Vassos Investments, LLC is a small registered investment adviser managing about $20.1 million in discretionary assets for individual and high-net-worth clients. The firm employs fundamental analysis combined with long-term, short-term, and options trading strategies, providing individualized Investment Policy Statements and regular reporting.

Barry Pflueger Jr. is a CFP® professional and founder of Pflueger Wealth with over four decades of experience in the financial industry, primarily at First National Bank of Newtown. He established Pflueger Wealth in 2025 to provide investment management and financial consulting services. Pflueger Wealth offers discretionary investment management and standalone consulting services to individuals, families, business owners, trusts, nonprofits, and other entities. The firm combines quantitative and qualitative analysis with modern portfolio theory and charting to build diversified portfolios and provides both traditional asset-based management and fee-based consulting without trading authority.

Joseph Zielinski Jr. is a CFP® with 28 years of industry experience, currently serving as an advisor at Bluefin Financial. He has worked at Money Management Financial Services LLC dba Bluefin Financial since 2017 and has been affiliated with Securities America Advisors, Inc. and related entities since 2003. Outside of his advisory role, he serves as a volunteer board member and operates a CPA tax preparation practice. Bluefin Financial serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $259 million across about 321 client relationships, employing a range of investment strategies including discretionary and non-discretionary portfolio management, with an emphasis on documented client goals and risk tolerances.

Cynthia Diccianni is a financial advisor at Diccianni Financial Group, Inc. with 27 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. She has worked at Diccianni Financial Group since 2012 and has been affiliated with Leigh Baldwin & Co., L.L.C. since 2001. Outside of her advisory work, she serves as vice chair of the Montgomery County Foundation Inc. Diccianni Financial Group provides wealth management, tax planning, and estate planning services to individuals, high-net-worth clients, and pension plans. The firm employs a strategic asset allocation approach using passive index funds and ETFs, supplemented by individual equities and actively managed funds, with regular portfolio reviews and customized financial planning.

Daniel Barram is a financial advisor at Prosperity Advisers, LLC with 10 years of industry experience. He holds a Series 65 license and is co-owner and insurance agent at Retirement Prosperity Group, where he spends a portion of his time on insurance sales and services. He is also a general partner and minority shareholder of Nivora Capital, LLC, a commercial real estate company, providing administrative and investment guidance. Prosperity Advisers, LLC is a fee-only registered investment adviser managing approximately $376 million in discretionary assets across about 289 client relationships. The firm offers tailored portfolios using fundamental, technical, and cyclical analysis, serving individuals including high-net-worth clients, pension and profit-sharing plans, and trusts, with additional services such as annuity management and ERISA plan advisory.

Matthew Fatz is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Thrive Wealth Management, LLC since 2019. Prior to joining Thrive, he worked at United Capital Financial Advisers, LLC for five years. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting services. The firm employs a range of investment strategies including model portfolios, mutual funds, ETFs, individual securities, and selectively private and interval funds, with an emphasis on tax-aware management and regular portfolio rebalancing.

Christopher Crooks is a CFP® and CFA® with nine years of industry experience. He has worked at Tower Bridge Advisors since 2020 and previously held positions at Bank of America, Merrill Lynch, and Alphaone Capital Partners. 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 strategic asset allocation approach with fundamental research, managing core equity holdings on a growth-at-a-reasonable-price basis and fixed income in laddered maturities, while also actively managing private investment funds that utilize more concentrated, sector-focused strategies.

Carlos Prince is a financial advisor at Legacy Edge Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill Lynch, and TIAA-CREF. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm employs a diverse investment approach combining fundamental, modern portfolio theory, quantitative, and technical analysis, with strategies ranging from long-term buy-and-hold to short-term trading.

William Nunley II is a Series 66-registered advisor with Nest Egg in Conshohocken, PA. He has been with Nest Investments since 2025 and has prior experience in various business roles, including ownership of Nunley Enterprises LLC from 2020 to 2025. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non‑profit organizations, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary models and algorithm-driven portfolio management focused on ETFs, mutual funds, and annuities, serving a large client base primarily via intermediated distribution.

James Wong is a ChFC® credentialed financial advisor with 38 years of industry experience, currently with Insight Advisors, LLC since 2018. His prior roles include positions at PNC Bank, PNC Investment LLC, and TD Ameritrade. Outside of his advisory work, he also provides private and group tennis lessons as a part-time instructor at The Atlantic Club in New Jersey. Insight Advisors serves individuals, including high net worth clients, trusts, pension and profit-sharing plans, and business entities by offering comprehensive portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies and conducts regular portfolio reviews, managing approximately $785.65 million in client assets.

Michael Adams is a financial advisor at Tower Bridge Advisors with 28 years of industry experience. He has worked at Tower Bridge Advisors since 2020 and was previously with BB&T Securities from 2016 to 2020. Outside of his advisory role, he serves as Chairman of Northeast Homecare Services, a non-medical in-home care franchise focused on elder assistance, which he owns. 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 with a focus on concentrated, research-driven opportunities.

Peter News is a CFP® with 23 years of industry experience, currently serving at Quaker Wealth Management LLC since 2018. Prior to that, he worked at Summit Financial Group and Summit Brokerage Services from 2010 to 2018. Outside of his advisory role, he officiates college football games as a referee in the Coastal, Ivy, and Patriot leagues. Quaker Wealth Management advises individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million for a mix of retail and high-net-worth clients. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation through ETFs and mutual funds, and offers a range of tax-aware investment tools along with a specialized “Family CFO” service.

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.