Gary Hess is a CFA® charterholder with 27 years of industry experience. He has been with Baldwin Investment Management, LLC since 2017 and previously worked at Rkm Advisors, Inc. from 2012 to 2016. Baldwin Investment Management, LLC provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a combination of quantitative stock-selection models, qualitative research by sector-focused portfolio managers, and technical chart analysis in its investment process.

Matthew Mccarter is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, LLC, and Farmers Financial Solutions. Outside of his advisory work, he is involved in college planning services as COO and owner of both College Planning Network and Elite Collegiate Planning. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients with asset management, financial planning, and retirement plan consulting. The firm employs third-party research and proprietary portfolio models across a range of investment types and coordinates services with affiliated tax and retirement groups.

Justin Samson is a financial advisor at Dock Street Asset Management Inc. He holds a Series 65 credential and has two years of industry experience, including prior work at BNY Archer. His background also includes academic roles at Temple University and Bishop Shanahan High School. Dock Street Asset Management provides discretionary portfolio management primarily for individuals, pension, and trust accounts, customizing portfolios based on client objectives. The firm utilizes both fundamental and technical investment analysis and employs a range of strategies including option writing and margin loans.

David Lorine is a financial advisor at Conservest Capital Advisors Inc with 26 years of industry experience. He has been with Conservest Capital Advisors since 1999. He holds a Series 65 designation. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies based on in-depth client interviews and manages nearly $1.925 billion in discretionary assets across a compact team.

Eraldo Daja is a financial advisor at Key Financial, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Chase for five years. Key Financial, Inc. provides comprehensive financial planning and portfolio management services for individuals, pension plans, trusts, and charitable organizations. The firm focuses on long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs within a buy-and-hold strategy.

Joseph Plevelich is a CFA® charterholder at Pekin Hardy Strauss, Inc. with six years of industry experience. He has worked at Pekin Hardy Strauss since 2021 and concurrently at Boenning & Scattergood, Inc. since 2020, following sixteen years at Schneider Capital Management. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, registered investment companies, charitable organizations, and corporations. The firm’s investment process emphasizes fundamental analysis, asset allocation, and ESG factors, employing a variety of instruments and strategies—including derivatives and pooled vehicles—to tailor portfolios to clients’ objectives and manage risk.

Elizabeth Miller is a financial advisor at Key Financial, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Financial since 2015. Miller also supports advisor Patricia Brennan as a Key Client Specialist, assisting with client services and account processing. Key Financial, Inc. provides comprehensive financial planning and portfolio management for individuals, pension plans, trusts, and other entities. The firm emphasizes long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, combining planning with ongoing portfolio monitoring and rebalancing through proprietary tools and custodial platforms.

Adam Wilkins is a CFP® with six years of industry experience, currently serving as an investment advisor representative at Boldin Advisors and Pace Wealth, LLC. He has held roles at several wealth management firms, including Modern Wealth Management and Mariaca Wealth Management. Wilkins conducts the majority of his advisory work with Boldin Advisors from Exton, PA. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm offers retirement-account guidance and investment consultations based on Modern Portfolio Theory, typically recommending low-cost index funds and ETFs within a long-term, buy-and-hold framework without discretionary account management.

Jennifer Bravo is a CFP® with 15 years of industry experience and has been with Entrust Financial LLC since 2017. Her prior work includes roles at Wexco Financial Group, Minnesota Life Insurance Company, Securian Financial Services, Inc., and Wechsler Marcisco Simpson. She serves as Chair of the Governance Committee and is a board member of the National Association of Women Business Owners Greater Philadelphia. Entrust Financial is a registered investment adviser serving individuals, trusts, estates, and business entities with a team of five advisors managing approximately $351 million in client assets. The firm uses fundamental analysis and a multi-step process to set long-term investment objectives, implementing tailored portfolios primarily with mutual funds, ETFs, and selected independent managers.

Daniel Kelley is a financial advisor with Ellis Investment Partners, LLC in Berwyn, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Ellis Investment Partners since 2012. In addition to his advisory role, he acts as an agent for several insurance companies, selling long-term care, life, and health insurance products. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework and offers a full suite of ERISA retirement plan services, including fiduciary roles and participant education.

Daniel Dougherty is a ChFC® credentialed financial advisor with 14 years of industry experience. He is a managing partner at Absolute Wealth Management, LLC, where he divides his focus between investment planning and insurance solutions. Dougherty also serves on the advisory board of Fusematic Corporation, a startup developing a friction bonding tool, and is a managing partner at Prestige Strategies, LLC, which offers premium financed life insurance. Horter Investment Management, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a multi-manager and model portfolio approach, offering both discretionary and non-discretionary investment options with oversight from an Investment Committee.

Pierce Archer is a financial advisor with Radnor Capital Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Radnor Capital Management since 2012. In addition to his advisory role, he serves as trustee for 12 individual separate trust accounts, managing and administering these trusts independently of Radnor Capital. Radnor Capital Management serves individual and high-net-worth clients, families, trusts, and institutions with wealth management, investment management, and consulting services. The firm employs a bottom-up, fundamental investment process focused on individual securities and offers a bespoke advisory practice alongside a distinctive Small-Midcap equity strategy.

Evan Avgerinos is a financial advisor with Ellis Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ellis Investment Partners since 2012 and also serves as president of Valley Forge Consulting Group, Inc., an insurance sales business. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework and emphasizes diversification and tax-aware management, with a range of investment options and specialized ERISA retirement plan services.

Christopher Griest is a financial advisor with Oakbourne Advisors in West Chester, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at Oakbourne Advisors since 2020 and previously held roles at Purshe Kaplan Sterling Investments, Avenue 1 Advisors, and Cambridge Investment Research. Outside of his advisory work, he is also an independent insurance agent. 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 client portfolios, which typically include mutual funds, ETFs, stocks, and preferred stock, and generally operates through a team of seven advisors across multiple offices.

James Meyer is a CFA® charterholder with 24 years of industry experience. He has been with Tower Bridge Advisors since 2001. The firm provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Tower Bridge Advisors employs a fundamental research-driven, strategic asset allocation approach across equities and fixed income, and actively manages private investment funds with sector-focused strategies.

Matthew Liebman is a CFA® charterholder with 22 years of experience in the financial industry. He is currently with Amplius Wealth Advisors and Amplius Asset Management, having previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. In addition to his advisory role, Liebman is licensed as an independent insurance agent, focusing on fixed and traditional insurance products. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm tailors investment strategies using model portfolios, third-party managers, and sub-advisers, leveraging operational platforms and maintaining relationships with affiliated entities to support its services.

David Campbell is a financial advisor at Meridian Wealth Partners, LLC with one year of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Meridian Wealth Partners, he worked for Meridian Bank and Fulton Financial Corporation. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for around 707 clients through a ten-advisor team. The firm employs a long-term, evidence-based investment approach that incorporates Modern Portfolio Theory and the Efficient Market Hypothesis, offering comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, and other entities.

Andrew Sachais is a CFA® charterholder with nine years of industry experience. He is currently with Wick Capital Partners, LLC, where he has worked since 2020, except for a brief period at Brandywine Oak Private Wealth LLC. Wick Capital Partners provides personalized asset management and financial planning to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, managing approximately $930 million in discretionary assets. The firm develops portfolios based on comprehensive financial plans and employs a mix of active and passive strategies, including fundamental analysis.

Brooke Bees is a financial advisor with Wick Capital Partners, LLC, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 20 years of industry experience, with previous roles at Mission Wealth Management, West Capital Management, Mercer Global Advisors, Guardian Life, and New England Securities. Wick Capital Partners provides personalized asset management and financial planning services to a diverse client base that includes individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets and employs a mix of fundamental analysis, active and passive strategies, and comprehensive financial planning to tailor portfolios.

Jeffrey Mastronardo is a CFP® with 26 years of industry experience, currently advising at Financial Coach. He has held roles at FC Advisory, LLC since 2014 and LPL Financial, LLC from 2007 to 2017, and has been involved with The Financial Coach Group since 1999. He is also a licensed notary in Pennsylvania, providing this service to clients without charge. Financial Coach operates two client-facing programs tailored to retirees and near-retirees as well as young families and emerging professionals, offering customized financial planning and portfolio management primarily using mutual funds and ETFs. The firm manages accounts on a discretionary basis, conducts regular reviews, and emphasizes a dual-brand model with distinct planning options for different client demographics.