Michael Chisnell Jr. is a CFP® with 20 years of industry experience, currently serving as an advisor at Bruton Chisnell Advisors, LLC in Downingtown, PA. His prior roles include positions at Valmark Securities, Inc. and Sequoia Financial Group, LLC. Outside of his advisory work, he is a partner in Ignite Brewing Company, Ltd. and serves on the Board of Governors and Finance Committee for the Tuscora Park Health & Wellness Foundation. Bruton Chisnell Advisors provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm emphasizes fundamental analysis and tailored asset allocation, with ongoing portfolio monitoring and a combination of third-party managers and in-house oversight.

Philip Rogers is a financial advisor with Beam Wealth Advisors, Inc. in Newtown Square, PA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Securities America Inc before joining Beam Wealth Advisors, where he has been since 2015. Rogers also engages in the sale of life insurance and annuities to clients. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing financial planning, investment management, and retirement plan consulting. The firm uses asset allocation and diversification strategies guided by Modern and Post-Modern Portfolio Theory, with a multi-adviser platform managing over $1.3 billion in client assets.

Matthew Ihlein is a financial advisor at Traynor Capital Management with 10 years of industry experience. He holds a Series 65 credential and has been with Traynor since 2015. Traynor Capital Management serves individual and high-net-worth clients, corporate retirement plans, endowments, and foundations, providing portfolio management, financial planning, retirement plan and corporate consulting, and business funding consulting related to rollover business solution (ROBS) transactions. The firm’s investment approach focuses on tailored strategies across multiple asset classes, emphasizing direct stock ownership and using a proprietary methodology to construct diversified portfolios.

Patrick Johnson is a CFP® and ChFC® with five years of experience in the financial services industry. He has worked at Concentus Wealth Advisors since 2021 and previously held roles at The Vanguard Group and DoorDash. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm employs a tailored investment approach that includes continuous supervision of client accounts across various asset classes and offers specialized planning for complex financial situations.

Paul Strid is a financial advisor with Concentus Wealth Advisors in Newtown Square, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Concentus Wealth Advisors since 2014. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities by providing investment management, financial planning, and consulting services. The firm employs a diversified, multi-method investment approach and offers discretionary portfolio management along with customized planning modules.

Robert Fish is a financial advisor at Alden Capital with 37 years of industry experience. He holds the Series 63 designation and has worked previously at Mcg Securities, LLC and Azarias Capital Partners, LLC. Fish is also involved in life insurance sales, focusing on whole life, term, universal life, indexed universal life, and variable life products. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion in assets, providing discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm offers customized asset allocations through proprietary strategies, third-party managers, and model portfolios delivered via its Alden COVE platform.

Matthew Mainwaring is a CFP® certificant and holds a Series 66 license with four years of industry experience. He is currently with Key Financial, Inc. and OSAIC, where he has worked since 2021. Prior to that, he held roles at Scott Honda of West Chester and College Hunks Hauling Junk and Moving. Key Financial, Inc. provides comprehensive financial planning and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, and various business entities. The firm emphasizes long-term, asset-allocation-driven portfolios based on Modern Portfolio Theory and integrates planning with portfolio monitoring using discretionary accounts custodied at Pershing/Osaic Wealth.

Norman Macqueen is a financial advisor at Thrive Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrive Wealth Management since 2015. Outside of his advisory role, he serves as Investment Committee Chair and Trustee for InFaith, a faith-based ministry and missions organization. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors by offering investment management, financial planning, and retirement plan consulting services. The firm employs a client-specific investment approach that includes model portfolios, tax-aware management, and the use of independent managers.

Jake Burnham is a financial advisor at Ballast Financial Advisors, LLC in West Chester, PA. He holds a Series 65 designation and has one year of industry experience. His background includes teaching positions at West Chester University and Montgomery County Community College, as well as roles at Robert W. Burnham Inc. Ballast Financial Advisors serves individual and high-net-worth clients, trusts, employer plans, and business entities by providing asset management, financial planning, and retirement plan consulting. The firm employs a variety of asset allocation strategies and analytical methods, managing both discretionary and non-discretionary portfolios while offering integrated services that include tax and corporate structure advisory.

Stuart Caplan is a financial advisor with Members Wealth LLC in Media, PA, holding a Series 65 credential and 10 years of industry experience. Prior to joining Members Wealth in 2024, he worked for APEX Financial Advisors, Inc. from 2011 to 2024. He serves as an advisory board member for the California NanoSystems Institute, providing advice on C-suite compensation and investor presentations. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting. The firm emphasizes fundamental analysis and a long-term investment approach, building diversified portfolios tailored to client objectives using low-cost mutual funds, ETFs, and other securities.

Michael Fisher is a CFP® professional with 22 years of experience in financial advising. He is currently with Diversified, LLC and has previously worked at Lincoln Investment Planning, Inc. and Securities Service Network, LLC. Outside of advising, he serves on the board of directors and oversees operations at Diversified Insurance, LLC. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm offers a multi-tiered planning process, discretionary and non-discretionary portfolio management, and utilizes third-party managers and platforms to tailor strategies to clients’ objectives and risk tolerances.

Spencer Peet is a CFP® with six years of industry experience, currently serving at Key Financial, Inc. He has previously worked at Tristate Financial Advisors and Fortegra Financial Corporation, and spent four years at the University of Delaware. Peet maintains an independent insurance agent license to stay informed about insurance products, though he does not actively sell insurance. Key Financial, Inc. provides comprehensive financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified mutual funds and ETFs with a buy-and-hold strategy.

Matthew Quinn is a financial planner with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has worked in the financial services industry since 2015, previously with Guardian Wealth Management and currently with SJB Global, where he operates across Europe. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, standalone financial planning, and retirement-plan consulting.

Raymond Martin is a financial advisor at Creative Capital Wealth Management Group with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including MassMutual Life Insurance Co, Citi Group, and Northwestern Mutual Investment Services. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, focusing on both fundamental and technical analysis within a long-term investment approach. The firm offers a range of services including a tax mitigation program, third-party money manager recommendations, and alternative investments, while generally managing client accounts on a non-discretionary basis.

Kevin Dombrowski is a Series 65-licensed advisor at Grey Fox Wealth Advisors, LLC with eight years of industry experience. He previously worked at Morningstar, Inc. and MainLine Private Wealth, LLC before joining Grey Fox Wealth Advisors in 2020. Outside of advisory services, he is a Partner at Grey Fox Capital, LLC, a private equity firm focused on Opportunity Zone investments. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension consulting. The firm employs a model-based, academic investment approach using low-cost mutual funds and ETFs, with flexibility for customized allocations and alternative investments.

Christopher Dautrich is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. He has worked at Stillwater Capital Advisors, LLC since 2009 and joined CapFinancial Partners, LLC. (CAPTRUST) in 2026. Stillwater Capital Advisors serves individual and high-net-worth clients, as well as pension and endowment plans, charitable organizations, and corporate accounts. The firm offers discretionary portfolio management, financial planning, and pension/endowment services, utilizing a combination of fundamental and cyclical analysis with strategic asset allocation and a preference for long-term holdings.

Jay Llewelyn is a CFA® charterholder and holds a Series 66 license, with seven years of experience at Entrust Financial LLC and three years prior at Envest Asset Management. He is a board member of the Wissahickon Skating Club, a nonprofit organization focused on recreational activities. Entrust Financial LLC is a registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs a fundamental analysis approach with tailored portfolio management using mutual funds, ETFs, and selected independent managers, managing approximately $350.9 million in client assets.

John Blair III is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at DT Investment Partners, LLC since 2024 and was previously with The Vanguard Group, Inc. for eight years. DT Investment Partners provides discretionary and non-discretionary investment management and financial planning services to a range of clients, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to adjust asset allocation across various asset classes.

Michael Stanton is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Thrive Wealth Management, LLC since 2015. He holds Series 63 and Series 65 licenses and participates as a group health insurance plan consultant in a partnership outside of his advisory role. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering a range of investment management, financial planning, and retirement consulting services. The firm employs a client-specific approach using model portfolios, tax-aware strategies, and both fundamental and technical analysis.

David Fitzgerald is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 63 license and bringing 37 years of industry experience. He has worked at Clearview Financial Partners since 2017 and concurrently with LPL Financial since 2010, also having been associated with The Wharton Advisory Group from 2002 to 2018. In addition to his advisory role, he sells fixed and term insurance to clients. Clearview Financial Partners provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting primarily for individuals, high-net-worth clients, and small businesses. The firm manages over $1 billion across more than 600 client relationships, using an open-architecture investment approach that includes sub-advisers, tactical and quantitative methods, and allocations to private markets.