Thomas Larocca is a CFP® and ChFC® with 26 years of industry experience. He has been with JPL Asset Management and Planning, LLC since 2008. Outside of his advisory work, he owns Root Em In Racing LLC, a horse breeding and racing business. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm uses traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, requiring client approval before trades.

Ryan Gwinn is a financial advisor at N1 Advisors with 14 years of industry experience. He holds a Series 66 designation and has been with N1 Advisors since 2012. Prior to and during his time at N1 Advisors, he was also associated with M Holdings Securities, Inc. from 2012 to 2023. N1 Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across about 180 clients and operates with a four-advisor team spanning five offices.

Samuel Fiechter is a financial advisor with Walnut Green Asset Management, LLC, holding a Series 65 designation and 13 years of industry experience. He has been with Walnut Green since 2013 and is also a limited partner in Chalk Creek SLP, LP. Outside of his advisory role, he serves as vice president of CID, Inc., a real estate holding company, and manages Brookdale Farm Management, LLC. Walnut Green Asset Management provides discretionary portfolio management primarily for high-net-worth individuals and related entities. The firm manages separate accounts with a long-term, fundamentals-based approach and serves as co-investment adviser to a private pooled fund that combines equity compounding with tactical positioning across asset classes.

Gerald Snyder is a financial advisor with Clariti Wealth Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Schiavi + Dattani since 2021 and was previously with Fidelity Brokerage Services LLC from 2011 to 2020. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profits, managing approximately $622 million in client assets. The firm offers integrated financial planning and investment management, utilizing diversified portfolios with a mix of active and passive strategies, and employs derivatives and alternative investments when suitable.

Michael Sicuranza is a CFP® with 30 years of industry experience, currently serving at Affinity Wealth Management LLC since 2018. His prior roles include positions at Mercap Securities, Milestone Wealth Advisors, and LPL Financial. He is also involved in selling fixed insurance products on a limited basis. Affinity Wealth Management LLC manages approximately $760 million for a diverse client base, offering wealth management, investment management, financial planning, and retirement plan advisory services with a primarily long-term, multi-strategy investment approach.

Amanda Eimers is a CFP® professional with three years of industry experience, currently serving as an advisor at Fruitful, Inc. She previously worked at Town Capital LLC and Wells Fargo in various roles dating back to 2016. Outside of her financial career, Amanda has experience related to motherhood and entrepreneurship. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management to individual clients through a subscription membership model. The firm focuses on personalized planning and passive, low-cost core allocation strategies primarily using exchange-traded funds and index funds.

Ethan Whittaker is a financial advisor with Clariti Wealth Advisors in Wilmington, DE, holding a Series 65 designation and one year of industry experience. He previously worked at Sallie Mae for six years and Baker Tilly, LLC for two years. Outside of his advisory role, Whittaker serves as President of Whittaker Tax, a tax preparation and planning business. Clariti Wealth Advisors serves individual clients, including high-net-worth individuals, trustees, qualified retirement plans, and nonprofits, offering integrated financial planning and investment management. The firm’s portfolios feature diversified allocations using active and passive strategies, with a notable emphasis on options and derivative strategies for hedging and customized risk management.

John Melasecca is a Certified Financial Planner® with 26 years of industry experience. He is currently with Clariti Wealth Advisors and has previously worked at Schiavi + Dattani and Fidelity Brokerage Services LLC. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in client assets. The firm offers comprehensive financial planning combined with investment management, utilizing diversified portfolios across multiple asset classes and employing both active and passive strategies.

Caitlyn Tierney is a CFP® and holds a Series 63 license, currently serving as a financial advisor at Westover Capital Advisors, LLC with three years of industry experience. Her prior roles include positions at Avantax Investment Services Inc., Fenstermacher & Company, PC, and Wells Fargo Bank. Westover Capital Advisors manages approximately $568.6 million for around 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides discretionary investment management, wealth advisory, trust services, and financial planning, combining fundamental and technical analysis with strategic asset allocation and selective use of ETFs and option strategies.

Karen Malchione is a financial advisor at Clariti Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has been associated with Schiavi & Dattani since 1998. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in assets. The firm offers integrated financial planning and investment management, utilizing diversified portfolios with a mix of active and passive strategies, and incorporates tax planning and trustee support in its services.

Candice Gilman is a financial advisor at Stirlingshire Investments with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Sofi Wealth LLC, Sofi Securities LLC, Coastal Investment Advisors, Inc., Coastal Equities, Inc., and Capital One Advisors LLC. Gilman also served as a compliance officer and director with Sofi Wealth LLC. Stirlingshire Investments serves individuals, trusts, and other entities, including both non-high-net-worth and high-net-worth clients, offering discretionary portfolio management, financial planning, and IRA rollover advice. The firm employs a variety of analytical methods to construct and manage customized portfolios across a range of investment instruments.

Harold Sawyer, Jr. is a financial advisor with Westover Capital Advisors, LLC, where he has worked since 1999, bringing 26 years of industry experience. He holds leadership roles outside of investment advising, serving as chairman and CEO of The RAL Group, LLC, an entity formation and corporate filing business. Additionally, he serves as a director for several holding companies affiliated with Anheuser-Busch InBev. Westover Capital Advisors manages approximately $568.6 million for around 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides discretionary investment management, wealth advisory, and consulting services, employing a mix of fundamental and technical analysis alongside strategic asset allocation.

Dennis Perdue is a Series 65-licensed advisor with Westover Capital Advisors, LLC, based in Wilmington, DE, with four years of industry experience. He previously worked at Whisman Giordano & Associates, LLC and Master, Sidlow & Associates, P.A. Mr. Perdue is also a CPA who operates an accounting and tax preparation business outside of his advisory role. Westover Capital Advisors manages approximately $568.6 million for about 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary investment management, wealth advisory, and consulting services, integrating tax and accounting services through a formal affiliate relationship.

James Hall is a CFP® professional with 38 years of industry experience. He has been with Affinity Wealth Management LLC since 2018 and previously worked at Mercap Securities, LLC and Coastal Equities, Inc. Hall holds Series 63 and Series 65 licenses. Affinity Wealth Management LLC manages approximately $760 million for around 617 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term investment approach combining fundamental, technical, cyclical, and charting analysis to create customized portfolios across various asset classes.

Brian Thomson is a CFP® with five years of industry experience and has been with Affinity Wealth Management LLC since 2019. His prior work includes roles at Minnesota Life Insurance Company, Diamond State Financial Group, and Securian Financial Services Inc. He has also held positions outside finance, including work with the Lake Forest School District and Delaware State University. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, using a long-term, multi-strategy investment approach tailored through custom accounts or model portfolios.

Donald Kalil is a financial advisor at Affinity Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Affinity since 1985, transitioning to the current firm structure in 2018. Affinity Wealth Management LLC is a registered wealth management firm overseeing approximately $872.5 million in discretionary assets for over 600 clients. The firm utilizes a primarily long-term, customized investment approach incorporating fundamental, technical, cyclical, and charting analyses across various asset classes, and provides services including portfolio management, financial planning, and retirement plan advisory.

Abigail Mccloskey is a CFP® professional with seven years of industry experience, currently serving at Affinity Wealth Management LLC since 2018. She previously worked at Pike Creek Financial Group and Entirety Insurance, LLC, and maintains an independent insurance agency. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, offering wealth management, financial planning, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis to create customized portfolios.

Ravi Dattani is a CFP® with five years of industry experience and is currently a managing member at AssetBook, LLC, a software company that provides portfolio accounting solutions to investment advisors. He has been affiliated with Schiavi + Dattani since 1998. Clariti Wealth Advisors is a registered investment adviser serving individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in client assets. The firm offers comprehensive financial planning combined with investment management, using diversified portfolios across multiple asset classes and a mix of active and passive strategies, with an emphasis on manager selection and ongoing monitoring.

Stephen Crifasi is a CFP® with three years of industry experience. He is part of the team at Westover Capital Advisors, LLC and has previously worked at Glenmede Trust Company and Wilmington Trust Company. Westover Capital Advisors manages approximately $568.6 million for about 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides discretionary investment management, wealth advisory, and trust services, integrating tax and accounting offerings through an affiliated entity.

Harold Sawyer III is a CFA® charterholder with 17 years of industry experience. He has been with Westover Capital Advisors, LLC since 2008. Outside of his advisory role, he is a part owner of Registered Agents, Ltd and American Incorporator, Ltd, which provide incorporation and corporate filing services. Westover Capital Advisors manages approximately $568.6 million for around 220 clients, including individual investors, pension plans, and charitable organizations. The firm offers discretionary investment management, wealth advisory, and various financial services, utilizing fundamental and technical analysis alongside strategic asset allocation.