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.

Michael Sicuranza is a CFP® with 30 years of industry experience, currently serving at Affinity Wealth Management LLC since 2018. His prior roles include positions at Mercap Securities, Milestone Wealth Advisors, and LPL Financial. He is also involved in selling fixed insurance products on a limited basis. Affinity Wealth Management LLC manages approximately $760 million for a diverse client base, offering wealth management, investment management, financial planning, and retirement plan advisory services with a primarily long-term, multi-strategy investment approach.

Timothy Macarak is a CFP® with 17 years of industry experience and currently serves at Members Wealth LLC. His prior roles include positions at Bryn Mawr Capital Management, West Capital Management, BNY Mellon Advisors, and Piper Sandler & Co. He is part of a five-advisor team managing client portfolios. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting for individuals, trusts, estates, and businesses. The firm focuses on fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, and selected individual securities, while regularly monitoring and rebalancing portfolios to suit client objectives.

Sarah Cardamone is a financial advisor at Northeast Advisers, Inc. with five years of industry experience. She holds a Series 65 designation. Prior to joining Northeast Advisers, she spent six years working in professional soccer organizations, including the United Soccer League and Charleston Battery. Northeast Advisers, Inc. is an independent Registered Investment Adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and institutions. The firm employs a structured investment process using low-cost no-load mutual funds, ETFs, and selected individual securities, providing primarily non-discretionary, fee-only advisory and financial planning services.

Brittany Kalsky is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Brandywine Oak Private Wealth LLC. She has worked in the financial sector since 2015, including roles at Merrill and Purshe Kaplan Sterling Investments. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, providing financial planning and both discretionary and non-discretionary investment management. The firm employs a goal-oriented investment approach focusing on diversified ETF allocations, tax minimization, and behavioral finance principles, and offers a range of investment strategies and performance-based fee arrangements.

Brian McGowan is a financial advisor at McGowan & Co LLP with 24 years of industry experience. He has been with McGowan & Co., LLP since 1998 and McGowan & Co., LLC since 2000. Outside of his advisory role, he is a member of a related CPA firm where he prepares income taxes and handles estate, retirement, and educational planning. McGowan & Co., LLP provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm primarily operates on a non-discretionary basis, emphasizing client-directed decisions, and manages a diverse range of assets including individual stocks, bonds, mutual funds, ETFs, and options.

Rose De Frank is a CFP® professional with three years of industry experience, currently serving at WealthFD since 2020. Prior to joining WealthFD, she held positions at Target and was involved with Saint Joseph's University in various roles. WealthFD offers advisory services to individuals, high-net-worth clients, and retirement plans, providing portfolio management, financial planning, and pension consulting with an emphasis on ERISA 3(21) and 3(38) services. The firm integrates investment strategies based on fundamental and quantitative analysis and incorporates tax and accounting services uncommon for firms of its size.

John Liberatore is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Concentus Wealth Advisors, LLC since 2016. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm offers private wealth and family-office style planning and oversees client accounts across various asset classes while tailoring strategies for complex tax and corporate matters.

Anthony Mccracken Jr. is a CFP® professional with 15 years of experience in the financial industry. He is currently a member of the team at Alden Capital and has worked previously at Northwestern Mutual Wealth Management Company and William Borchert. Outside of his advisory role, he is the sole owner of Fortress Financial Services LLC and serves as Managing Director of Qualified Plans at Newcleus. Alden Capital Management serves a diverse client base including individuals, retirement plans, non-profits, registered investment advisers, and pooled investment vehicles, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing a combination of proprietary asset allocation strategies, third-party managers, and model portfolios delivered through its Alden COVE platform.

Timothy Chisholm is a financial advisor at NewSquare Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Efficient Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Brinker Capital Inc. He is also involved in cross-marketing strategic relationships sourced via Efficient referrals. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of retirement plans. The firm emphasizes diversified, strategic asset allocation implemented primarily through ETFs, equities, and fixed income, and employs tax-aware and options strategies alongside sub-advisory capabilities.

John Prickett is a financial advisor at Market Street Wealth Management with three years of industry experience. He holds a Series 66 designation and previously worked at USA Financial Securities Corporation. Outside of his advisory role, he engages in preaching and teaching as a guest speaker at churches, occasionally addressing topics related to financial stewardship. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to independent managers. The firm employs a fundamentals-driven, long-term investment approach, emphasizing diversified portfolios and strategic asset allocation supported by comprehensive financial planning services.

Michael Henley is a CFP® with 16 years of industry experience, currently serving at Brandywine Oak Private Wealth LLC since 2018. His prior experience includes roles at Bank of America/Merrill Lynch and Purshe Kaplan Sterling Investments. Henley serves on the boards of the United Way of Southern Chester County and the Abdominal Cancers Alliance. He is also a trust protector for certain client trusts and is the owner and CEO of Brandywine Oak Private Tax Advisory. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, offering financial planning, consulting, and investment management with a goal-oriented approach that emphasizes low-cost, broadly diversified ETF allocations, tax minimization, and behavioral finance principles. The firm also provides access to model portfolios, separately managed accounts, and various investment strategies, along with affiliated tax advisory services.

Karen Van Horn is a financial advisor at Alden Capital with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services and Oppenheimer & Co. Van Horn serves as Chief Risk Officer for Alden Investment Group and Chief Compliance Officer for Equalize Capital. Alden Capital Management serves individual clients, retirement plans, non-profit entities, registered investment advisers, and pooled investment vehicles, managing approximately $1.5 billion in assets. The firm offers customized asset allocation using internally managed strategies, third-party managers, and model portfolios, supported by its Alden COVE platform for integrated reporting and account management.

Kevin Janiec is a CFP® with 13 years of industry experience, currently serving as an advisor at Financial Coach. Prior to joining Financial Coach in 2021, he spent eight years at The Vanguard Group, Inc. Financial Coach is a team of five advisors serving individuals and couples nearing retirement as well as young families and emerging professionals. The firm provides modular financial planning combined with portfolio management, focusing on custom asset allocation using mutual funds and ETFs, with a planning-first approach that integrates human and technology support.

Diane Taylor is a financial advisor with LPL Financial and holds a Series 65 designation. She has 21 years of industry experience and has worked at Victory Wealth Partners since 2002. In addition to her advisory role, she is involved with Kelly & Taylor, PC, a tax preparation and accounting firm where she has worked since 1983. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Jonathan Allen is a financial advisor at Alden Investment Group with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Allen serves as treasurer of the Aircraft Square Club, a social organization in Doylestown, PA. Alden Investment Advisors provides portfolio management and fee-based financial planning services to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and integrates technology platforms to manage both discretionary assets and held-away accounts.

Stephen Hudson is an advisor with Peak American Investment Advisors, Inc., where he has worked since 2008. He is based in Ardmore, PA, and is part of an 11-advisor team. Hudson has 18 years of industry experience. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, retirement income solutions, and estate and legacy services. The firm’s investment approach combines technical and fundamental analysis, with portfolios constructed from a range of securities and integrated tax and insurance strategies.

David Peppard is a financial advisor at Baldwin Investment Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Baldwin Investment Management in 2026, he worked at Haverford Financial Services, Inc., Haverford Trust Securities, Inc., and The Haverford Trust Company from 2013 to 2026. Baldwin Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and access to private funds for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary quantitative stock-selection model to manage client portfolios and offers specialized strategies including separately managed accounts with features less common among peer teams.

Steven Benjamin is a CFA® charterholder with 20 years of industry experience. He is currently an executive vice president at Addison Capital and has prior experience with Nest Investments LLC and Revl Capital Group. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios and advises across a broad range of investment instruments.

Jonathan Smith is a CFP® with 21 years of industry experience and holds a Series 66 designation. He is affiliated with Ellis Investment Partners, LLC and Wealth Planning Solutions, LLC, where he has worked since 2012 and 2014, respectively. At Wealth Planning Solutions, he also sells insurance and annuity products during trading hours. Ellis Investment Partners provides investment advisory and planning services to individual and institutional clients, including high-net-worth individuals, trusts, small businesses, and retirement plans. The firm employs a dynamic asset-allocation approach and offers diversified investment options while delivering both fiduciary and non-fiduciary retirement plan services.