Albert Denton is a financial advisor at Borer Denton & Associates, Inc. with 41 years of industry experience. He holds a Series 63 designation and has worked at Henley & Company LLC since 2017 as well as at Petersen Investments, Inc. from 2005 to 2017. In addition to his advisory role, Mr. Denton serves on various compensated boards unrelated to investment activities. Borer Denton & Associates is a SEC-registered investment adviser serving individuals, pension and profit-sharing plans, and businesses. The firm manages approximately $401 million for about 211 clients through a team of four advisors, employing a mix of fundamental, quantitative, and qualitative analysis with a focus on long-term investment strategies.

Ty Mcgilberry is a financial advisor with Pegasus Management Services L.L.C. in King of Prussia, PA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at Empower Mortgage Partners, Lincoln Financial Advisors Corp, and Securian Financial Services. In addition to his advisory work, he is an insurance agent offering health, disability, and life insurance products through Pegasus Financial Planning. Pegasus Management Services L.L.C. provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and businesses. The firm customizes investment strategies based on client goals, time horizon, and risk tolerance, offering both discretionary and non-discretionary portfolio management along with ERISA retirement-plan advisory services.

Michael Diaz is a financial advisor at PeterAlexander with seven years of industry experience. He holds a Series 66 designation and has worked at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Bankers Life & Casualty Co. Outside of his advisory role, Diaz is involved in sports entertainment as a social media director for The Green Legion and as a cohost on a Philadelphia sports radio podcast. PeterAlexander primarily serves individuals, profit-sharing plans, trusts, and business entities by referring clients to third-party registered investment advisers and providing standalone financial planning and consulting. The firm acts as a solicitor and does not manage client securities directly, focusing instead on facilitating introductions and administering life insurance policies and annuity contracts.

Christian Noyes is a financial advisor at Dillon Capital Management with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wedgwood Investment Partners Inc. Additionally, Noyes owns and manages two property management companies in Moorestown, New Jersey. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including retirement plans and insurance companies. The firm employs a long-term, risk-conscious investment process that integrates quantitative screening and fundamental research across diversified equity strategies.

John Mann is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Trinity Wealth Management, LLC since 2007 and is currently part of a four-advisor team in Berwyn, PA. Outside of his advisory role, he conducts educational seminars through Trinity Financial Education. Trinity Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of technical analysis, smart-beta factor strategies, and index investing, with a focus on risk-based allocations and tax-efficient asset management.

Andrew Mudalel is a financial advisor at Element Risk Wealth Advisors with one year of industry experience. He has previously worked at The Quantify Group and Fischer Cunnane & Associates LTD. Outside of his advisory role, he is a co-founder and partner of Capstone Consulting Company LLC, a bookkeeping firm serving small businesses. Element Risk Wealth Advisors provides discretionary asset management, financial planning, and retirement plan consulting to institutional and individual clients, including ERISA plan services. The firm employs a discretionary investment process that incorporates fundamental, technical, charting, and cyclical analysis, and utilizes third-party managers when appropriate.

Tamara Kraig is a CFP® with 23 years of industry experience, currently serving at Bruce A. Kraig Associates since 1996. She holds a Series 63 license and works in West Chester, PA. Bruce A. Kraig Associates is a fee-based registered investment adviser that manages discretionary portfolios for individuals, small businesses, and retirement plans. The firm uses a top-down fundamental analysis approach to build diversified portfolios primarily with mutual funds, focusing on risk management and ongoing monitoring.

Kevin Hartnett Jr. is a CFP®-designated financial advisor with 10 years of industry experience. He has worked at Sensenig Capital Advisors, Inc. since 2020 and held previous roles at SEI Investments Distribution Co. and SEI Investments Company from 2016 to 2020. Outside of his advisory role, he is an owner of Oaks Venture Partners LLC, an entity formed to purchase investment real estate. Sensenig Capital Advisors, Inc. is an independent investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $213 million with an investment approach focused on long-term, globally diversified portfolios primarily using passively managed funds and ETFs, supplemented by fundamental analysis and rebalancing.

Paul Kingston is a financial advisor at Alvin Clay Financial Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Meridian Wealth Partners, Great Valley Advisor Group, and LPL Financial. Alvin Clay Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and private education institutions. The firm offers discretionary portfolio management, financial and pension consulting, and tax-related services, employing model portfolios and managed account programs primarily invested in mutual funds and ETFs.

Andrew Dziedzic is a financial advisor at Prepared Retirement Institute LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Strategies Advisory and Geneos Wealth Management. Outside of advising, he is involved in tax preparation services and acts as an independent representative for various fixed insurance carriers. Prepared Retirement Institute LLC provides discretionary portfolio management and financial planning primarily to individual and select corporate clients. The firm uses tailored portfolios, third-party model portfolios, and direct mutual fund platforms, emphasizing fundamental analysis, long-term strategies, and ongoing portfolio monitoring.

Robert Maguire is a Series 65-licensed advisor with 12 years of industry experience. He has been with Maguire Investments LLC since 2012, where he is part of a four-advisor team based in King of Prussia, PA. Maguire Investments provides continuous investment management to individuals, trusts, estates, charitable organizations, banks, and pension and profit-sharing plans. The firm employs a generally conservative equity strategy focused on sustainable earnings, dividends, and company quality, combined with a conservative fixed income approach tailored to clients’ income needs and restrictions.

Grant Frederick is a financial advisor at Proper Financial, LLC with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Thrive Capital Management, Mass Mutual Investors Services, and Prudential Financial Planning Services. Outside of advising, he is the owner of Enertel Solutions, a business involved in brokering electric service providers. Proper Financial, LLC manages approximately $65 million across 122 individual and high-net-worth clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm operates as a fiduciary and uses fundamental analysis to build diversified, mostly long-term portfolios with low-cost mutual funds and ETFs.

James White is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. He has been with Great Oak Wealth Management, Inc since 2021 and previously operated JH White Financial Services, LLC for 16 years. Outside of advisory work, he is employed as a Network Planner I at Verizon Communications, where he designs and plans outside plant facilities for telephone and high-speed services. Great Oak Wealth Management serves individuals, families, corporations, retirement plan sponsors, trusts, estates, and charitable organizations. The firm provides financial planning, discretionary investment management, retirement plan consulting, and participant account management, using an investment approach focused on asset allocation, fundamental analysis, and mutual fund/ETF selection.

Andrew Herron is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stone Pine Financial Partners since 2013. Outside of advisory work, he serves as an insurance sales representative and has experience as an assistant high school tennis coach. Stone Pine Financial Partners serves individuals near or in retirement, as well as select trusts and estates, offering comprehensive wealth management focused on retirement planning and cash flow analysis. The firm employs a strategic, passive investment approach emphasizing low-cost ETFs, global diversification, and systematic rebalancing.

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 an advisor at CMG Capital Management Group, Inc. with two years of industry experience. He holds the Series 65 and Series 63 designations. His work history includes roles at Metric Financial, LLC, Amera Securities LLC, and Raymour & Flanigan, among others. CMG Capital Management Group serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and also provides asset-management platform services to other advisers. The firm employs a mix of systematic, quantitative, and tactical strategies across various asset classes and manages affiliated pooled vehicles while supporting other advisers through its platform.

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.