Robert Valleau is a financial advisor at Almanack Investment Partners with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mercap Securities, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. In addition to his advisory role, Valleau is involved in multiple life insurance brokerage activities. Almanack Investment Partners provides investment management and financial planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs model asset allocation portfolios and a range of strategies, and is known for its adviser-managed pooled vehicles and affiliated private fund platform.

Nicholas Carper is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, PA, where he has worked for 31 years. He is part of a seven-advisor team at the firm and brings over three decades of industry experience. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals and families, along with estates, trusts, endowments, and foundations. The firm employs a long-term, goal-based investment approach that combines macro analysis with fundamental research to build diversified portfolios, emphasizing consultative client relationships.

Stephen Patterson Jr. is a financial advisor at Alden Investment Group with five years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services Inc. and KeyCities. Patterson is also involved in private equity client investments through KeyCity Capital. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and third-party managers, and offers specialized retirement program design and participant education services.

Kurt Ruoff is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cypress Financial Planning since 2020. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, with a combined tenure of nearly a decade. Outside of his advisory role, Ruoff is involved as a board member and treasurer for a youth sports tournament organization. Cypress Financial Planning is a fee-only, SEC-registered advisory firm that offers comprehensive financial planning and investment management to individuals, families, businesses, and institutions. The firm employs a range of portfolio strategies, including derivatives and options, and manages both discretionary and non-discretionary client relationships.

Lee Grout is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at NewSquare Capital since 2019 and previously was employed at Chartwell Partners and Killen Group Inc. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and endowments. The firm emphasizes diversified, strategic asset allocation using ETFs, individual equities, and fixed income, supported by macro and relative-strength analysis and utilizes sub-advisors for specialized investment strategies.

Daniel Smyth is a Managing Director at HCR Wealth Advisors in Philadelphia, holding Series 65 and Series 63 licenses with five years of industry experience. He has worked at several firms including UBS Financial Services, Lincoln Financial Group, and American Brokerage Services. Smyth also serves as Director of the Life, Long Term Care, and Disability Insurance Division at Relation Insurance Services. HCR Wealth Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis in its investment approach and manages nearly $2 billion in client assets across a team of advisors.

Irene Giman is a CFP®, CFA®, and Series 63 licensed advisor with 14 years of industry experience. She has been with RTD Financial Advisors Inc since 2016 and is also involved with Power Wellness. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients, including pension plans and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs and tax-aware portfolio management.

David Armbruster is a CFP® professional with seven years of experience in financial advising. He has been with Cypress Financial Planning since 2018 and previously worked at William Paterson University of New Jersey. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutional clients. The firm uses a variety of investment strategies, including options and derivatives, to construct portfolios and provides both discretionary and non-discretionary wealth management and financial planning services.

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.

Samantha Silberstein is a CFP® with eight years of industry experience and currently advises at Chicory Wealth, where she has worked since 2025. Her prior roles include positions at Motley Fool Wealth Management, XYPN Invest, and TIAA CREF Individual & Institutional Services. Silberstein also has experience with educational and student loan planning organizations. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering additional services such as tax preparation, estate planning assistance, and business consulting. The firm incorporates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics in its investment approach and supports other registered investment advisers with model portfolio services and operational support.

Ethan Prince is a financial advisor at Nest Egg with Series 63 and Series 66 licenses and three years of industry experience. He has worked at The Vanguard Group, Inc. and Sei, and began his career following his education at West Chester University of Pennsylvania. 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 quantitative and qualitative models to manage diversified portfolios with limited face-to-face contact, serving a large client base primarily through intermediated distribution.

Patrick Johnson is a CFP® and ChFC® with six years of experience in the financial services industry. He is currently with Concentus Wealth Advisors, where he has worked since 2021. Prior to this, he held roles at The Vanguard Group and DoorDash, among others. Concentus Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers tailored strategies and continuous account supervision, with an emphasis on customized planning for complex tax and corporate matters.

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 38 years of industry experience. He holds a Series 63 designation and has worked previously at firms including J Alden Associates, Mcg Securities, Kestra Investment Services, and New England Securities. Outside of financial advising, he is involved in life insurance sales. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and non-profit entities, offering customized asset allocation through a combination of internally managed strategies, third-party managers, and model portfolios. The firm is also notable for its role as a private fund adviser and its use of performance-based fee arrangements.

Christian Williams is a financial advisor at Medallion Wealth Advisors, LLC in Philadelphia, PA. He holds a Series 65 credential and has worked in the financial industry since 2019, including roles at The Michaels Organization and Berkadia. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, estates, retirement accounts, charitable organizations, and plan sponsors. The firm provides portfolio management, financial planning, pension consulting, and utilizes client-specific investment policies with a range of strategies including mutual funds, ETFs, and third-party managers.

Kate Poole is a financial advisor at Natural Investments with seven years of industry experience. She holds a Series 65 designation and has worked at Natural Investments since 2018, following prior roles at RSF Social Finance and Regenerative Finance. Natural Investments is a values-focused firm serving individual clients—including high-net-worth households—institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes asset-class diversification and long-term investment strategies primarily utilizing socially responsible funds and community investment instruments.

Harry Mccullough is a CFP® with 28 years of industry experience and has been with Comprehensive Investment Management, LLC since 2005. He is based in Philadelphia, PA, and holds the Series 63 designation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified allocations using primarily actively managed equity mutual funds with significant foreign exposure and index bond funds, following a long-term, low-turnover strategy integrated with tax planning through its team credentials.

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.

Tyler Burns is a CFP® professional affiliated with Compass Ion Advisors, LLC, with three years of industry experience. He has previously worked at Ballentine Capital Advisors, Efficient Advisors LLC, and Captrust Financial Advisors. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various organizations, offering integrated financial planning, investment advisory, and retirement plan consulting. The firm employs a team-driven approach, managing approximately $1.59 billion across accounts using strategic asset allocation and a range of investment vehicles, with regular portfolio reviews.