Paul Zablotney is a financial advisor with Liberty One Wealth Advisors in Philadelphia, PA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, J.P. Morgan Securities, and State Farm. Liberty One Wealth Advisors offers comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and institutions. The firm focuses on goals-based planning and uses a primarily ETF-based asset allocation framework with systematic rebalancing, along with specialized strategies like long-short direct indexing and alternative asset categories for suitable clients.

Marvin Barron III is a CFP® with 15 years of experience currently serving at TGS Financial Advisors, where he has worked since 2003 in multiple tenures. His prior experience includes eight years as a self-employed advisor. Outside of financial advising, he is the proprietor of MLB Consulting, offering personal coaching focused on personal growth topics. TGS Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers wrap fee programs and employs a variety of investment strategies, including mutual funds, ETFs, and options, supported by third-party platforms and AI oversight.

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® with 16 years of industry experience, currently serving at Market Street Wealth Management, LLC since 2011. He also holds ownership and the presidency of Vogt Financial Inc., a financial planning and investment advice firm. Troy’s background includes roles at USA Financial Securities, Inc. and Market Street Tax and Insurance Services. Market Street Wealth Management advises individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to unaffiliated money managers and private investment funds. The firm employs a fundamentals-driven, long-term investment process with diversified portfolios primarily consisting of mutual funds and ETFs.

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.

Christian Grude is a financial advisor with Ellis Investment Partners, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including prior roles at Cambridge Investment Research advisors, Inc. and Cambridge Investment Research. Outside of his advisory work, he is a principal at Key Financial Corp, LLC. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts with portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client risk tolerance and objectives, and offers a full suite of ERISA retirement plan services including fiduciary support and participant education.

Erich Yost is a CFA charterholder with six years of industry experience. He is currently with Almanack Investment Partners, where he has worked since 2024. Prior to Almanack, he held roles at Savvy and Veritable, LP. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm emphasizes diversified, risk-conscious asset allocation strategies and manages both pooled investment vehicles and separate 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.

Winfield Young is a financial advisor at Clearview Financial Partners with 27 years of industry experience. He holds the Series 66 designation and has worked at Clearview since 2018. Prior to that, he was with The Wharton Advisory Group and LPL Financial from 2010 to 2018, and at Charles Schwab from 2001 to 2002. 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 more than 600 client relationships, using an open-architecture approach with access to third-party portfolio managers and private market investments.

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.

Evan Powers is a CFP® with 12 years of industry experience, currently serving as an advisor at Cypress Financial Planning since 2013. He previously worked at Myfinancialanswers, LLC from 2015 to 2019. Powers serves as an advisory board member of Farmington Country Club, a private social and sports club, where he provides oversight of finances. Cypress Financial Planning is a fee-only, SEC-registered firm offering comprehensive financial planning, investment management, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a variety of investment strategies, including the use of derivatives, and manages both discretionary and non-discretionary client relationships.

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.

Ryan Omensetter is a financial advisor at DT Investment Partners, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Schroder Investment Management, NA from 2011 to 2017 before joining DT Investment Partners in 2017. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tailor investment strategies according to client risk profiles.

Henry Schroeder is a CFP® with 21 years of industry experience, currently serving at Kennedy Investment Group since 2022. His previous roles include positions at Raymond James Financial Services and TIAA-CREF Individual & Institutional Services. He serves on the advisory board at Seton Hall University’s Business School, advising on customer experience and certification programs. Kennedy Investment Group is a SEC-registered advisory team managing approximately $633 million for individuals, high-net-worth clients, and select corporate clients. The firm offers wealth management, financial planning, retirement advice, and discretionary portfolio management, employing a fundamental, long-term investment approach with the use of derivatives and options for risk management.