Aaron Dessen is a CFP® and holds a Series 65 license, with eight years of experience in the financial industry. He has been with Payne Capital Management, LLC since 2017 and previously worked at CGO Consultants and Bridget's Steakhouse. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory, customizing portfolios to client risk tolerances and goals, and offers a range of services including financial planning, portfolio management, and financial coaching.

Prather Hill is a financial advisor with Sovereign Financial Group, Inc., holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm employs a long-term investment approach using low-cost, diversified mutual funds and ETFs, complemented by individual securities and tactical strategies, and offers a range of portfolio management, financial planning, and cash-management solutions.

Ian Brick is a financial advisor at Brick & Kyle Associates Inc with a Series 65 designation and two years of industry experience. Prior to joining Brick & Kyle Associates, he worked at Owowcow Creamery for three years and spent a decade in education. Brick & Kyle Associates provides discretionary portfolio management and written financial planning to individual and institutional clients, including high-net-worth individuals, pensions, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis alongside asset-allocation techniques to construct portfolios, managing accounts on a discretionary basis with regular reviews.

Patrick Hehir is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Andrew Garrett, Inc. since 2007. He is also involved in selling health insurance through Princeton Financial. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, employing a multi-platform investment approach with discretionary and non-discretionary management across various asset classes and advisory programs.

Mark Byelich is a Certified Financial Planner® with 25 years of industry experience. He is currently with Attleboro Wealth Management LLC and has previously worked at Purshe Kaplan Sterling Investments, Inc. and Kestra Financial Services, Inc. Outside of his advisory role, he serves on the board of The Newtown Theatre, a nonprofit community theater, and is a licensed insurance agent. Attleboro Wealth Management advises individual and high-net-worth clients, trusts, estates, broker/dealers, and business entities, providing discretionary asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm employs a centralized investment process using fundamental, quantitative, qualitative, and sector analysis to guide asset allocation, and offers tax-related services alongside its investment offerings.

Michael Dogum is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at Compass Ion Advisors, LLC since 2024 and previously spent 13 years with Pillar Wealth Advisors, LLC. Outside of advisory roles, he is a licensed insurance agent involved in multi-line insurance brokerage, including life, disability, and long-term care insurance. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various institutions, providing integrated financial planning, investment advisory, and retirement plan consulting. The firm employs a team-driven approach with a focus on strategic asset allocation and long-term investment horizons.

Robert Shaara is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with GreenLeaf Financial Network since 2020 and also owns and operates Verona Insurance Agency, where he has been involved in insurance sales since 1985. Outside of his advisory role, he manages the sales of non-securities insurance products through his insurance business. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities by providing portfolio management, financial planning, and investment consulting. The firm utilizes a range of investment strategies and emphasizes customized client solutions through its network of independent advisors.

Anthony Carrino is a CFP® and ChFC® with 23 years of experience in the financial industry. He has worked at Roble Asset Management and Emmet & Company since 2003, and also maintains roles at First Institutional Securities LLC and CPA Investment Solutions, LLC. Carrino operates Sycamore Consulting, a sole proprietorship focused on investment consulting. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process emphasizing strategic asset allocation, a core/satellite approach, and incorporates both traditional and non-traditional strategies, including options and derivatives, with ongoing portfolio monitoring and quarterly reviews.

Glen Gangewer is a Series 65-licensed financial advisor at Compass Ion Advisors, LLC with seven years of industry experience. He has been with Compass Ion Advisors since 2008. Outside of his advisory role, he serves as Treasurer on the missions committee of FBFC, overseeing budgeting, fundraising, and financial administration for the organization. Compass Ion Advisors serves individuals and families, including high-net-worth clients, trusts, retirement plan sponsors, educational institutions, and charitable organizations. The firm offers integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven model, managing approximately $1.59 billion with an emphasis on strategic asset allocation and long-term investment horizons.

Mark Zinman is a financial advisor with Integrity Investment Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Comprehensive Advisors LLC since 2006 and has been involved with Zinman & Company P.C. since 1986. Outside of his advisory roles, Zinman is president of a cellular telephone business and participates in retail clothing sales and rentals, as well as tax and accounting ventures. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets and serving around 184 clients. The firm offers financial planning and portfolio management for individuals, families, trusts, non-profits, pensions, and businesses, employing a process that integrates written financial plans with discretionary or non-discretionary management focused on diversification, cost control, and tax efficiency.

Joshua Manifold is a financial advisor at Compass Ion Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Compass Ion Advisors since 2012, with prior experience at Keel Point Capital and APW Capital, Inc. Compass Ion Advisors serves individuals and families, trusts, retirement plan sponsors, and various institutions by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm employs a team-driven advisory model focused on strategic asset allocation and long-term holding periods, managing approximately $1.59 billion across discretionary and non-discretionary accounts.

Marc Labadie is a CFP® professional with 19 years of industry experience. He has been with RTD Financial Advisors Inc in Philadelphia, PA since 2006. RTD Financial Advisors serves individuals, families—including high-net-worth clients—and a variety of institutional clients such as 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 an investment approach focused on individualized policy statements, asset allocation, and ongoing portfolio oversight.

Benjamin Baehr is an advisor with JECohen & Co., LLC and holds a Series 65 designation. He has been with JECohen & Co. since 2025 and previously worked at Educational Testing Service for 11 years. Baehr is also an insurance agent with The Insight Insurance Group, dedicating a portion of his time to insurance sales and services. JECohen & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, pension plans, institutions, and small businesses. The firm follows a value-oriented, bottom-up fundamental approach focused on capital preservation and utilizes opportunistic allocations into undervalued or distressed securities.

John Jim is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience, including 17 years at Ameriprise Financial Services, Inc., before joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm tailors portfolios to clients’ financial conditions and goals, generally favoring a long-term investment approach while incorporating a range of investment vehicles and third-party platforms for portfolio management.

Andrew Albano is a financial advisor with LRI Investments and holds a Series 65 designation. He has one year of industry experience, including roles at JKJ Financial Services, Link Logistics, First Citizens Bank, BGC Group, and Prudential Financial. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers customized investment management and retirement plan consulting, with a focus on ongoing portfolio supervision and tailored strategies aligned to client objectives.

Alexander Sobkowiak is a financial advisor at Odyssey Capital Advisors Inc. with a Series 65 designation and one year of industry experience. His prior roles include positions at PGIM, Inc. and teaching at Temple University. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and business entities. The firm offers tailored investment programs and conducts public educational seminars and workshops as part of its service mix.

Daniel Berkowitz is a CFA® charterholder with seven years of industry experience. He has worked at Prudent Management Associates since 2019 and was previously employed at Vanguard from 2015 to 2019. Based in Philadelphia, PA, he is part of a five-advisor team at Prudent Management Associates. Prudent Management Associates provides discretionary portfolio management and limited consulting services to high-net-worth individuals, charitable institutions, foundations, endowments, and corporate plans. The firm manages approximately $1.23 billion for around 210 clients, employing primarily low-cost, no-load mutual funds and offering four risk-based model portfolios tailored by asset allocation and regularly rebalanced.

Christian Abraham is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at United Capital, Facet Wealth, and SEI Investments. Thrive Capital Management provides discretionary investment management and one-time financial planning services to individuals, businesses, and charitable organizations. The firm manages approximately $397.7 million for about 589 clients using diversified model portfolios, fundamental security analysis, and a sub-advisor platform.

Jeffrey Cholish is a financial advisor with Insight Advisors, LLC, holding a Series 65 license and bringing 10 years of industry experience. He has worked at Insight Advisors since 2015 and previously was employed at Arin Risk Advisors, LLC and Westlake Chemical Corp. Outside of his advisory role, he serves as a senior manager at Baystar, a chemical sales company. Insight Advisors, LLC manages over $700 million for a diverse client base including individuals, high-net-worth clients, and pension plans. The firm employs a multi-advisor team and offers tailored portfolio management and financial planning services using a range of investment strategies and products.

Shayna Harvey is a CFP® and ChFC® with 25 years of experience in the financial industry. She is currently an advisor at JECohen & Co., LLC and has held roles at The Insight Advisory Group, LLC and The Insight Insurance Group since 2015, as well as operating Shaylear Financial, LLC since 2010. Outside of her advisory work, she volunteers as a program director and workshop facilitator for the Institute for Financial Success, a financial ministry at New Covenant Church of Philadelphia. JECohen & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, pension plans, and small businesses. The firm employs a value-oriented, bottom-up fundamental investment approach focused on capital preservation and long-term horizons, managing approximately $77.8 million across private pooled vehicles and separately managed accounts.