Justin Thompson is a CFP® with three years of experience and is currently with Stillwater Capital Advisors, LLC. He previously worked at CapFinancial Partners, LLC (CAPTRUST) and Veritable, LP. Outside of his advisory role, he serves as Finance Chair and board member for the Willistown Conservation Trust and as Treasurer and board member for Radnor Hunt, a social club. Stillwater Capital Advisors serves individual and high-net-worth clients, pension and endowment plans, charitable organizations, and corporate accounts. The firm provides tailored investment advice and discretionary portfolio management, combining fundamental and cyclical analysis with strategic asset allocation and a preference for long-term holdings.

James Dodderidge is a financial advisor at Gibraltar Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gibraltar since 2021. His prior experience includes roles at L.L. Bean and Cresap Inc. outside the financial sector. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm combines proprietary and model-driven approaches with independent manager allocations, managing a substantial portion of assets non-discretionarily and offering specialized advisory programs.

Steven Benjamin is a CFA® charterholder with 19 years of experience in the financial industry. He currently serves as executive vice president at Addison Capital and has prior experience with Nest Investments and Revl Capital Group. Benjamin is based in Conshohocken, PA, and holds a Series 63 license. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios across a broad range of instruments and manages over $1.1 billion in assets with a small advisory team.

John Kelly is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has been with PTS Brokerage since 2005. Outside of advising, he works as an independent contractor involved in fixed life and health insurance sales and acts as a referral agent. PTS Brokerage, LLC provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm employs an active and tactical investment approach that combines fundamental and technical analysis, managing both discretionary and non-discretionary portfolios.

Maxine Shevlin is a CFP® and Series 65 credentialed advisor with one year of experience at RTD Financial Advisors Inc. She has prior experience at WMS Partners and its affiliate from 2018 to 2022. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services with an emphasis on written Investment Policy Statements, tax-aware management, and structured retirement-plan solutions including 3(38) fiduciary management and Pooled Employer Plans.

Eduard Zolotarev is a CFP® certificant with five years of industry experience, currently advising at Brooklyn FI, LLC since 2022. His background includes roles at Marcum LLP, Gryphon Financial Wealth Advisors, and 1st Global Advisors. Zolotarev is also the owner of EVZ Tax and Accounting Services, providing tax preparation for family, friends, and a few small clients. Brooklyn FI serves individual and high-net-worth clients with household-level investment management and financial planning, incorporating both passive strategies and specialized external managers. The firm is known for aggregating held-away assets into client portfolios and offering educational seminars along with affiliated tax and fintech services.

David Bezar is a financial advisor with Thrive Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Thrive Capital Management since 2015 and is also involved with Thrive Insurance Group and Thrive Financial Services. Outside of his advisory roles, Bezar serves on the board of the nonprofit BEATCANCER.ORG and is a 50% owner of Quantum Leap Services, a digital marketing agency. Thrive Capital Management provides discretionary investment management and financial planning to individuals, businesses, and charitable organizations. The firm employs a custom asset allocation strategy using diversified model portfolios, fundamental security analysis, and sub-advisor platforms, managing approximately $398 million for nearly 600 clients.

David Clark is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wick Capital Partners, LLC. His prior roles include positions at Merrill Lynch, Brandywine Oak Private Wealth, and Purshe Kaplan Sterling Investments. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, offering personalized asset management and comprehensive financial planning. The firm employs a mix of active and passive investment strategies and manages most client assets on a discretionary basis.

Maria Kelly is a CFP® and holds a Series 66 license with eight years of experience in the financial industry. She has worked at Amplius Wealth Advisors since 2025 and previously spent eight years at The Vanguard Group and one year at Merrill Lynch. Kelly also has teaching experience from Temple University. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm uses model portfolios and outside sub-advisers to tailor solutions, leveraging technology platforms to implement and monitor strategies.

Janna Forte is a financial advisor at Barton Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Barton since 2016. Barton Investment Management provides discretionary portfolio management and investment advisory services to individuals, high net worth clients, retirement plans, charitable organizations, trusts, estates, and business entities. The firm employs a fundamentally driven, concentrated investment approach focused on long-term holdings and tax-efficient outcomes.

Francisco Garcia is a Series 65 licensed advisor at Just Futures with one year of industry experience. His prior work includes roles at City Innovate, Inc., the City of Philadelphia, and political campaigns such as Biden for President 2020 and Mike Bloomberg 2020. He also founded Strivers' Row Distillery Ltd., a small distillery in Philadelphia. Just Futures serves nonprofits, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing about $46.7 million in assets. The firm employs a values-aligned investment approach incorporating ESG factors, community-focused solutions, and risk-based models, focusing on mission-aligned and institutional clients rather than high-net-worth individuals.

Nicholas De Santis is a CFP®, CFA®, and Series 65 credentialed advisor with six years of industry experience. He has worked at Quaker Wealth Management since 2017 and previously held roles at Rutgers University, Rowan College of Burlington County, and Wawa Inc. Quaker Wealth Management serves individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation and utilizing a proprietary Qmap platform to implement portfolios primarily with ETFs and mutual funds.

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.

Henry Fox is a CFP® and ChFC® with 15 years of industry experience, currently serving at Blue Bell Private Wealth Management, LLC since 2012. He also owns and consults through Fox Consulting, a non-investment-related business. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, and estates. The firm’s investment approach uses exchange-traded funds, closed-end funds, and structured investments, incorporating options strategies and fundamental and cyclical analysis.

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.

Jack Green is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Thrive Wealth Management, LLC since 2021 and previously held positions at Vanguard, Bank of America, Merrill, and Merrill Lynch. Outside of finance, he briefly worked in the restaurant industry. Thrive Wealth Management serves individuals, including high-net-worth clients, as well as retirement plan sponsors, charities, businesses, trusts, and estates. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and financial planning through a multi-advisor team managing approximately $1.58 billion in assets.

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.

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.

Michael Weber is a CFP® with 20 years of industry experience and currently serves as an advisor at Blue Bell Private Wealth Management, LLC. His prior roles include positions at BlueSphere Advisors LLC and Your Planning Partners LLC. He is also involved with the Colonial Community Organization. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, employing fundamental and cyclical analysis along with options strategies and structured notes.

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.