Jonathan Smith is a CFP® with 21 years of industry experience and holds a Series 66 designation. He is affiliated with Ellis Investment Partners, LLC and Wealth Planning Solutions, LLC, where he has worked since 2012 and 2014, respectively. At Wealth Planning Solutions, he also sells insurance and annuity products during trading hours. Ellis Investment Partners provides investment advisory and planning services to individual and institutional clients, including high-net-worth individuals, trusts, small businesses, and retirement plans. The firm employs a dynamic asset-allocation approach and offers diversified investment options while delivering both fiduciary and non-fiduciary retirement plan services.

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 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.

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.

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.

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.

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.

Carol Lin is a CFP® professional with one year of industry experience. She is currently with Aptus Financial, LLC and has prior experience at Compass Working Capital and Clarifi. Aptus Financial, LLC provides flat-fee financial planning and advisory services primarily to early- to mid-career professionals, business owners, and medical or dental trainees. The firm focuses on a passive, long-term investment approach using tax-aware asset allocation and low-cost index funds, offering tiered subscription support alongside educational programs.

Jacob Carroll is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, holding a Series 65 designation. He has been with RTD Financial Advisors since 2023 and has prior work experience in the hospitality industry. RTD Financial Advisors serves individuals, families, and institutional clients including pension and retirement plans, trusts, and non-profits. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting with an asset-allocation driven approach and ongoing portfolio monitoring.

Shawn Gallagher is a CFA® charterholder with 12 years of industry experience. He has worked at Sterling Capital Management LLC for nine years before joining Tower Bridge Advisors in 2024. 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 fundamental research-driven, strategic asset allocation approach across equities and fixed income, manages private investment funds with sector-focused strategies, and offers limited financial planning and periodic investment communications.

Stephen Horstmann is a CFP®-designated financial advisor at RTD Financial Advisors Inc with three years of industry experience. He has worked at RTD Financial Advisors Inc since 2022 and previously at BlueSky Wealth Advisors, LLC. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm provides life-centered financial planning, personalized investment management, and fiduciary consulting with an asset-allocation driven approach and ongoing monitoring.

Craig Rose is a financial advisor at Axiom Asset Management with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Axiom Asset Management, LLC and Purshe Kaplan Sterling Investments since 2003, as well as WealthTrust Axiom since 2007. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning services for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a client-specific, profile-driven investment approach utilizing multiple strategies and analyses across various asset classes, emphasizing asset allocation, security selection, and tax considerations.

David Hargrove is a CFA® charterholder with 29 years of industry experience. He is a financial advisor at Smithbridge Asset Management, Inc. and has previously worked at Bassett Hargrove Investment Counsel LLC and Tucker Hargrove Management Inc., where he currently holds a president position. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments, with a focus on disciplined equity selection and diversified fixed income strategies. The firm manages accounts on both discretionary and institutional bases and is notable for managing a registered mutual fund and providing portfolio management to pooled investment vehicles.

George Limbach is a financial advisor with Compass Ion Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Compass Ion Advisors since 2008 and at Keel Point since 2023. Outside of his advisory work, he serves as treasurer for St. Mary Magdalene Community, president and board chair of PAR-Recyle Works, a nonprofit providing employment to ex-offenders, and is involved with nonprofit music and missionary organizations in governance and investment oversight roles. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations, managing approximately $1.59 billion in assets. The firm employs a team-driven approach focused on strategic asset allocation and long-term holding periods, utilizing a range of investment products and providing integrated financial planning with ongoing portfolio management.

Christopher Coloracci is a financial advisor with Alden Investment Group, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Alden Investment Group since 2019 and previously spent nine years at Oppenheimer & Co. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management as well as retirement-plan advisory and fee-only financial planning services. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

William Hall is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Conservest Capital Advisors Inc since 2019, following prior roles at Bank of America and Merrill Lynch. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes a customized investment strategy based on macroeconomic analysis and scenario planning, managing portfolios in-house with a focus on long-term, low-turnover investments using ETFs, no-load mutual funds, and selected bonds.