Thomas Goldsmith Jr. is a financial advisor at Flagship Capital Management Inc with 32 years of industry experience. He has been with Flagship Capital Management since 1990. Flagship Capital Management provides investment management and financial planning services to individuals, corporations, pension and profit-sharing plans, foundations, trusts, and endowments. The firm employs a combination of fundamental analysis, technical methods, and macroeconomic assessment to create individualized equity and fixed-income portfolios, managing client relationships primarily on a discretionary basis.

Alexander Maguire is a CFA® charterholder with 32 years of industry experience. He is the principal of Maguire Investments LLC, where he has worked since 2012. His prior experience includes roles at Adare Asset Management from 2010 to 2012 and Dearden, Maguire, Weaver & Barrett, LLC from 1991 to 2009. Maguire Investments LLC provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, trusts, charitable organizations, banks, and pension plans. The firm employs a conservative equity and fixed-income approach, combining fundamental analysis with technical and cyclical trend research, and offers specialized financial-services portfolios alongside tailored client strategies.

Benjamin Durham is a financial advisor with Valen Private Capital, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and MassMutual, among others. He also serves as a Relationship Manager for life and health insurance products at Lenox Advisors. Valen Private Capital is an SEC-registered investment adviser managing approximately $482.6 million for high-net-worth individuals, families, trusts, estates, and institutional clients. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and oversight of Independent Managers, employing a blended active and passive investment approach tailored to client objectives and risk tolerance.

James Gibson is a financial advisor at Apricus Wealth LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at BB&T Securities and operating as a self-employed advisor before joining Apricus Wealth in 2021. Apricus Wealth is a registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies, providing integrated financial planning and ongoing account monitoring.

Kyle North is a financial advisor at CMG Capital Management Group, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Amera Securities LLC and Metric Financial, LLC. CMG Capital Management Group serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and provides a third-party asset-management platform to other advisers. The firm uses a mix of systematic, quantitative, and tactical strategies across various asset classes and manages affiliated pooled vehicles while supporting other advisers with its platform services.

Cynthia Diccianni is a financial advisor at Diccianni Financial Group, Inc. with 27 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. She has worked at Diccianni Financial Group since 2012 and has been affiliated with Leigh Baldwin & Co., L.L.C. since 2001. Outside of her advisory work, she serves as vice chair of the Montgomery County Foundation Inc. Diccianni Financial Group provides wealth management, tax planning, and estate planning services to individuals, high-net-worth clients, and pension plans. The firm employs a strategic asset allocation approach using passive index funds and ETFs, supplemented by individual equities and actively managed funds, with regular portfolio reviews and customized financial planning.

Daniel Barram is a financial advisor at Prosperity Advisers, LLC with 10 years of industry experience. He holds a Series 65 license and is co-owner and insurance agent at Retirement Prosperity Group, where he spends a portion of his time on insurance sales and services. He is also a general partner and minority shareholder of Nivora Capital, LLC, a commercial real estate company, providing administrative and investment guidance. Prosperity Advisers, LLC is a fee-only registered investment adviser managing approximately $376 million in discretionary assets across about 289 client relationships. The firm offers tailored portfolios using fundamental, technical, and cyclical analysis, serving individuals including high-net-worth clients, pension and profit-sharing plans, and trusts, with additional services such as annuity management and ERISA plan advisory.

Erik Evans is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He is the sole advisor at Goal Quest Advisors, LLC, where he has worked since 2011. GoalQuest Advisors is a fee-only registered investment adviser managing approximately $109 million for around 45 clients, including individuals, families, trusts, non-profits, privately owned businesses, and ERISA pension/profit-sharing plans. The firm combines comprehensive financial planning with discretionary investment management, emphasizing disciplined asset allocation, broad diversification, and a mix of active and passive strategies.

Matthew Fatz is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Thrive Wealth Management, LLC since 2019. Prior to joining Thrive, he worked at United Capital Financial Advisers, LLC for five years. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting services. The firm employs a range of investment strategies including model portfolios, mutual funds, ETFs, individual securities, and selectively private and interval funds, with an emphasis on tax-aware management and regular portfolio rebalancing.

Christopher Crooks is a CFP® and CFA® with nine years of industry experience. He has worked at Tower Bridge Advisors since 2020 and previously held positions at Bank of America, Merrill Lynch, and Alphaone Capital Partners. 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 strategic asset allocation approach with fundamental research, managing core equity holdings on a growth-at-a-reasonable-price basis and fixed income in laddered maturities, while also actively managing private investment funds that utilize more concentrated, sector-focused strategies.

Carlos Prince is a financial advisor at Legacy Edge Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill Lynch, and TIAA-CREF. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm employs a diverse investment approach combining fundamental, modern portfolio theory, quantitative, and technical analysis, with strategies ranging from long-term buy-and-hold to short-term trading.

William Nunley II is a Series 66-registered advisor with Nest Egg in Conshohocken, PA. He has been with Nest Investments since 2025 and has prior experience in various business roles, including ownership of Nunley Enterprises LLC from 2020 to 2025. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non‑profit organizations, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary models and algorithm-driven portfolio management focused on ETFs, mutual funds, and annuities, serving a large client base primarily via intermediated distribution.

Michael Adams is a financial advisor at Tower Bridge Advisors with 28 years of industry experience. He has worked at Tower Bridge Advisors since 2020 and was previously with BB&T Securities from 2016 to 2020. Outside of his advisory role, he serves as Chairman of Northeast Homecare Services, a non-medical in-home care franchise focused on elder assistance, which he owns. 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 with a focus on concentrated, research-driven opportunities.

Jeffrey Factor is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 66 designation and bringing 27 years of industry experience. His career includes tenures at LPL Financial, Borislow, Factor & Kaufmann, Wharton Advisory Group, and BFC Financial Services. In addition to his advisory work, he is involved with McCarthy and Co, a tax preparation and accounting firm. 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 over 600 client relationships, employing an open-architecture investment approach with a combination of fundamental, tactical, and quantitative strategies.

Christopher Payne is a financial advisor at Payne Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Payne Capital Management since 2011. Payne Capital Management offers comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach uses quantitative methods based on Modern Portfolio Theory and tailors portfolios to client risk tolerances and goals, employing a mix of mutual funds, ETFs, individual securities, options, and independent managers.

Bruce Kardon is a Series 65-licensed advisor with Conservest Capital Advisors Inc, based in Wynnewood, PA. He has 32 years of industry experience and has been with Conservest since 1993. In addition to his advisory role, he has been involved with Kardon Industries, Inc. since 1977. Conservest Capital Advisors provides fee-only portfolio management and financial planning services to individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies based on macroeconomic analysis and scenario planning, focusing on long-term, low-turnover portfolios using ETFs, no-load mutual funds, and individually selected bonds.

Richard Cobb Jr. is a financial advisor at Cresap, Inc. with 33 years of industry experience. He has held roles at Cresap since 2009 and previously worked at BMT Asset Management and UBS Financial Services. He holds Series 63 and Series 65 licenses. Cresap, Inc. primarily serves individual retail clients through both brokerage and SEC-registered investment advisory services, managing a majority of advisory assets on a non-discretionary basis. The firm utilizes Wells Fargo programs to implement client-specific investment strategies without adhering to a single firm-wide approach.

Matthew Topley is a financial advisor at Lansing Street Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortis Advisors LLC. Topley serves as a board member and advisor for Moneyclip Inc., a company that enables advisors to record and share client-friendly financial plan explanations. Lansing Street Advisors provides discretionary and non-discretionary wealth and portfolio management, as well as financial planning, primarily serving individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach focused on fundamental analysis and offers diversified portfolios using ETFs, mutual funds, equities, fixed income, and independent managers.

John Kennedy is a CFP® with 31 years of experience in financial services. He is currently with Kennedy Investment Group, where he has worked since 2022 and previously from 2004 to 2022. His background includes roles at Colombia Bank and Raymond James Financial Services Advisors, INC. Outside of advisory work, he is the owner and CEO of Kennedy Cellars Inc., a business unrelated to investments. Kennedy Investment Group provides wealth management and financial planning services to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis, using a fundamentally driven, generally long-term investment approach with diversified portfolios that include mutual funds, ETFs, individual securities, options, and alternative investments.

Nathan Daniel is a financial advisor at Market Street Wealth Management with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Vanguard and Concentra. Nathan also participates in the sale of life and health insurance as part of his role at Market Street. 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 external managers. The firm employs a fundamentals-driven, long-term investment approach, utilizing diversified portfolios with mutual funds, ETFs, individual equities, and bonds tailored to client goals.