Steven Montgomery is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 66 designation and 24 years of industry experience. He has worked at Clearview since 2018, following seven years at The Wharton Advisory Group and a long tenure with LPL Financial. In addition to his advisory role, he is involved in life and health insurance activities. Clearview Financial Partners manages discretionary and non-discretionary assets for individuals, high-net-worth clients, and small businesses, overseeing approximately $1.06 billion across 600+ client relationships. The firm utilizes an open-architecture investment approach that includes third-party portfolio managers, tactical and quantitative methods, and private market allocations through its affiliated fund.

Christopher Gildea is a financial advisor at Tower Bridge Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tower Bridge Advisors since 2018, previously spending two years at Portview Partners, LLC. 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 focused on concentrated, research-driven opportunities.

Aaron Stine is a financial advisor with LUMINIST Capital, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Advisory Advocates LLC and LPL Financial, LLC. Outside of his financial advisory work, Stine is involved in residential construction through his ownership of Manly Work, LLC, and also engages in project management with TS Contracting. LUMINIST Capital offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm emphasizes tailored financial planning, portfolio management, and consulting, utilizing a data-driven discovery process and a combination of fundamental and technical analysis to manage client accounts.

Lauren Mance is a CFA® charterholder with one year of industry experience, currently serving as an advisor at RiversEdge Advisors. Her prior roles include positions at Great Gray Trust Company and Wilmington Trust. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory and primarily implements strategic asset allocations with ETFs, supported by technology and platform integrations to monitor client strategies.

Erik Strid is a CFP® and ChFC® with 32 years of industry experience, currently serving as a financial advisor at Concentus Wealth Advisors. He has been with Concentus and Purshe Kaplan Sterling Investments since 2014. Strid is also the author of two books, *Clarity* and *Explorers*, and serves as a trustee for the J Wood Platt Scholarship fund. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering investment management, financial planning, and consulting services. The firm emphasizes continuous portfolio supervision with diversified allocations and employs multiple analysis methods alongside long-term and short-term trading strategies tailored to client-specific needs.

Christopher Tully is a CFP® professional with 20 years of experience in financial advisory services. He is currently with Eagle Wealth Strategies, where he has worked since 2015, following prior roles at Raymond James Financial Services from 2007 to 2023. Outside of his advisory work, he serves on the board of the Boys & Girls Clubs of Gloucester County, NJ, and owns a tax and accounting services firm, Aerie Tax & Advisory, LLC. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamental analysis-driven investment process using diversified model portfolios with a long-term focus, supplemented by an independent third-party consultant, and offers comprehensive wealth management and financial planning services.

Blair Bodek is a Series 65-licensed financial advisor at Pacifica Capital Investments with 10 years of industry experience. Since 2016, he has worked at Pacifica Capital, and he is also involved in Philadelphia Construction, where he assists with tenant repairs and sales. Pacifica Capital Investments provides discretionary investment management to individuals, pension plans, charities, corporations, and pooled investment vehicles. The firm employs a concentrated, industry-focused equity approach and manages both separately managed accounts and private real estate funds.

Carol Lin is a CFP® professional with one year of experience in financial advising, currently with Aptus Financial, LLC. Her prior roles include positions at Compass Working Capital and Clarifi. Aptus Financial offers flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning over discretionary portfolio management, emphasizing passive, long-term indexing, simple asset allocation, cash-flow management, and periodic rebalancing, while supporting clients through regular reviews, educational programming, and subscription-based ongoing support.

Jacob Carroll is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, holding a Series 65 designation. He has been with RTD Financial Advisors since 2023 and has prior work experience in the hospitality industry. RTD Financial Advisors serves individuals, families, and institutional clients including pension and retirement plans, trusts, and non-profits. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting with an asset-allocation driven approach and ongoing portfolio monitoring.

Shawn Gallagher is a CFA® charterholder with 12 years of industry experience. He has worked at Sterling Capital Management LLC for nine years before joining Tower Bridge Advisors in 2024. 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 fundamental research-driven, strategic asset allocation approach across equities and fixed income, manages private investment funds with sector-focused strategies, and offers limited financial planning and periodic investment communications.

Stephen Horstmann is a CFP®-designated financial advisor at RTD Financial Advisors Inc with three years of industry experience. He has worked at RTD Financial Advisors Inc since 2022 and previously at BlueSky Wealth Advisors, LLC. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm provides life-centered financial planning, personalized investment management, and fiduciary consulting with an asset-allocation driven approach and ongoing monitoring.

Craig Rose is a financial advisor at Axiom Asset Management with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Axiom Asset Management, LLC and Purshe Kaplan Sterling Investments since 2003, as well as WealthTrust Axiom since 2007. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning services for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a client-specific, profile-driven investment approach utilizing multiple strategies and analyses across various asset classes, emphasizing asset allocation, security selection, and tax considerations.

Tyler Procacci is a CFA® charterholder with eight years of industry experience. He is currently with Diversified, LLC and previously worked at NexWealth, LLC and The Vanguard Group, Inc. He holds a Series 63 license and is based in Wayne, PA. Diversified, LLC provides financial planning and portfolio management to individual, high-net-worth, and institutional clients. The firm employs a comprehensive planning process with ongoing reviews and utilizes both third-party managers and proprietary platforms to tailor investment strategies.

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.

George Limbach is a financial advisor with Compass Ion Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Compass Ion Advisors since 2008 and at Keel Point since 2023. Outside of his advisory work, he serves as treasurer for St. Mary Magdalene Community, president and board chair of PAR-Recyle Works, a nonprofit providing employment to ex-offenders, and is involved with nonprofit music and missionary organizations in governance and investment oversight roles. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations, managing approximately $1.59 billion in assets. The firm employs a team-driven approach focused on strategic asset allocation and long-term holding periods, utilizing a range of investment products and providing integrated financial planning with ongoing portfolio management.

Christopher Coloracci is a financial advisor with Alden Investment Group, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Alden Investment Group since 2019 and previously spent nine years at Oppenheimer & Co. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management as well as retirement-plan advisory and fee-only financial planning services. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

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.

Marvin Barron is a CFP® with 14 years of industry experience, currently serving as an advisor at TGS Financial Advisors since 2022. Prior to joining TGS, he was self-employed for eight years. Outside of his financial advisory role, he operates MLB Consulting, providing personal coaching focused on personal growth topics. TGS Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and participant-directed retirement plans with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm is notable for sponsoring wrap-fee programs and offering a specialized advisory track for new medical professionals.