David Hargrove is a CFA® charterholder with 29 years of industry experience. He is a financial advisor at Smithbridge Asset Management, Inc. and has previously worked at Bassett Hargrove Investment Counsel LLC and Tucker Hargrove Management Inc., where he currently holds a president position. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments, with a focus on disciplined equity selection and diversified fixed income strategies. The firm manages accounts on both discretionary and institutional bases and is notable for managing a registered mutual fund and providing portfolio management to pooled investment vehicles.

Sarah Shaw is a financial advisor at Veery Capital, LLC with three years of industry experience. She holds the CFP® designation and has prior experience at Purshe Kaplan Sterling Investments and Northwestern Mutual. In addition to her advisory role, she provides 401(k) participant education through the MyWellCents program. Veery Capital serves individuals, families, trusts, businesses, and employer-sponsored retirement plans with discretionary investment management and financial planning. The firm’s investment approach emphasizes strategic asset allocation using ETFs and passive mutual funds, with customized portfolios managed for the long term.

Andrew Rosen is a CFP® with 22 years of industry experience, currently serving at Diversified, LLC. He has held roles at Purshe Kaplan Sterling Financial and Securities Service Network prior to his current position. Outside of his advisory work, Rosen is involved in several related business ventures including partnerships in insurance and tax services firms, as well as a leadership role in an accounting entity. Diversified, LLC provides comprehensive investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and leverages third-party managers and platforms to tailor asset allocation and diversification strategies according to client goals and risk tolerance.

William Hall is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Conservest Capital Advisors Inc since 2019, following prior roles at Bank of America and Merrill Lynch. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes a customized investment strategy based on macroeconomic analysis and scenario planning, managing portfolios in-house with a focus on long-term, low-turnover investments using ETFs, no-load mutual funds, and selected bonds.

Paul Zablotney is a financial advisor at Liberty One Wealth Advisors in Philadelphia, PA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Fette Sav. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, retirement accounts, and select charitable and institutional clients. The firm’s investment approach is goals-driven, focusing on asset allocation with exchange-traded funds, periodic rebalancing, and customized portfolio oversight tailored to client risk tolerance and cash-flow needs.

Maxwell Camp is a financial advisor with Tru Independence Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Brinker Capital for eight years and Orion Portfolio Solutions for one year before joining Tru Independence in 2023. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages approximately $336.9 million in assets across more than one thousand accounts, using a combination of active and passive strategies and multiple platform solutions.

Matthew Barr is a financial advisor at Wick Capital Partners, LLC, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at Wick Capital Partners since 2019 and previously spent four years at Axa Advisors, LLC. Wick Capital Partners provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, managing approximately $930 million in discretionary assets. The firm develops portfolios from comprehensive financial plans and manages accounts using fundamental analysis with a mix of active and passive strategies, also offering retirement-plan consulting under ERISA frameworks.

Allison Hershey is a CFP® professional with six years of experience in financial advising. She currently works at Fruitful and has held prior roles at Ellevest, ChroniFI, Zenith Solutions, and The Marshall Financial Group. Outside of advising, she provides financial coaching and consulting through her business, Money Conscious, focusing on the emotional aspects of financial decision making and helping companies develop service models for younger generations. Fruitful Advisory delivers financial planning and discretionary investment management to individual members through a subscription-based model. The firm emphasizes diversified, low-cost portfolios primarily using passive ETFs and index funds, with planning grounded in CFP® principles and ongoing client collaboration.

Troy Vogt is a CFP® professional with 15 years of experience, currently serving as an advisor at Market Street Wealth Management. He has worked with Market Street Wealth Management since 2011 and has additional roles in financial planning and investment advice through affiliated businesses, including ownership of Vogt Financial Inc. He is also involved with Market Street Tax Service, a tax preparation firm. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term, fundamentally based investment approach, utilizing diversified mutual funds and ETFs, and offers access to an automated managed-account program on Fidelity’s platform.

Jason Walsh is a financial advisor at Cresap, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cresap since 2000. Walsh also acts as an agent on some insurance policy sales outside of the broker/dealer's books and records. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm provides both fee-based and transaction-based portfolio management and advisory services, with a focus on non-discretionary client relationships and an affiliated clearing relationship with Wells Fargo.

Gregory Young is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 15 years of industry experience. He has been with RTD Financial Advisors for 10 years and holds the Series 63 and Series 65 designations. RTD Financial Advisors is a SEC-registered, multi-team advisory firm serving individuals, families, and institutional clients such as pension plans, trusts, and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and a structured retirement-plan practice including fiduciary investment management and pooled employer plans.

James Munson is a financial advisor with WealthPlan Investment Management LLC, holding a Series 65 license and with two years of industry experience. He is also president of Enable Your Enterprise LLC, a consulting firm specializing in AI and transformation services. WealthPlan Investment Management LLC is an SEC-registered advisory team with about 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, and institutional clients, utilizing model-based strategies across multiple asset classes and providing fiduciary and consulting services for retirement plans.

Erich Yost is a CFA® charterholder with five years of industry experience. He is currently with Almanack Investment Partners and has held previous roles at Savvy and Veritable, LP. Almanack Investment Partners offers discretionary and non-discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs model asset allocation portfolios focused on diversified, risk-conscious strategies and manages pooled investment vehicles alongside managed accounts.

Brook Hart is a CFP® professional with nine years of industry experience. He is currently with Presilium Private Wealth, LLC, where he has worked since 2022. Prior to this, he held roles at Bank of America, N.A. and Merrill. Presilium Private Wealth is a discretionary investment adviser managing approximately $671.7 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing a fiduciary, client-centered approach that integrates fundamental analysis with a mix of passive and active strategies across a broad investable universe.

Ross Danzig is a financial advisor with Oakbourne Advisors in West Chester, PA, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has previously worked at SEI Investments Distribution Co and Northstar Asset Management LLC. Oakbourne Advisors provides investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, and businesses, employing a multi-office platform and a disciplined investment process that combines fundamental, technical, charting, and cyclical analysis.

William Richardson is a CFA® charterholder with 20 years of industry experience. He has been with Mitchell Sinkler & Starr since 2005. The firm advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. Mitchell Sinkler & Starr manages most assets on an advisory (non-discretionary) basis, employing a long-term, goal-based investment approach that combines macro analysis with fundamental research and tailored portfolios.

Thomas Huber is a CFA® charterholder with six years of industry experience. He has been with Wick Capital Partners, LLC since 2019 and previously worked at Glenmede Trust from 1998 to 2018. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, offering personalized asset management, comprehensive financial planning, and retirement-plan consulting. The firm employs a combination of fundamental analysis and both active and passive investment strategies across various asset classes, managing most client assets on a discretionary basis.

Eric Fuhrman is a CFP®-designated financial advisor with 17 years of industry experience, currently serving as Chief Planning Officer at Key Financial, Inc., where he has worked since 2014. He also maintains a registration with Royal Alliance since 2010. In addition to his advisory role, Fuhrman participates in firm-wide financial planning activities and co-administers company operations, including retirement plan management. Key Financial, Inc. provides comprehensive financial planning and portfolio management services to individuals, pension plans, trusts, estates, and charitable organizations. The firm focuses on long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, combining ongoing planning and portfolio monitoring supported by technology and an integrated advisory relationship.

Daniel Mchugh is a CFP® with 30 years of industry experience, currently serving at Ballast Financial Advisors, LLC. His prior roles include positions at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Origin Financial. Outside of his advisory work, he serves as a director on the board of the Media Rugby Football Club. Ballast Financial Advisors, LLC provides asset management, financial planning, and retirement plan consulting to individual and high-net-worth clients, trusts, pension/profit-sharing plans, and corporate clients. The firm employs a variety of analytical methods and may use third-party money managers, offering both discretionary and non-discretionary portfolio management.

Brent Zacok is a CFP® professional with four years of experience, currently serving at RTD Financial Advisors Inc in Philadelphia, PA. He has been with RTD Financial Advisors since 2015. RTD Financial Advisors serves individuals, families, and a variety of institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, with a focus on individualized investment policy statements and an asset-allocation driven approach.