Theodore Lauzen is a financial advisor at Grey Fox Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs and Nimbly, LLC. Lauzen served in the United States Marine Corps for ten years before transitioning to the financial sector. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension advisory services. The firm uses a model-based, customized investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Christopher Griest is a financial advisor with Oakbourne Advisors in West Chester, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at Oakbourne Advisors since 2020 and previously held roles at Purshe Kaplan Sterling Investments, Avenue 1 Advisors, and Cambridge Investment Research. Outside of his advisory work, he is also an independent insurance agent. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage client portfolios, which typically include mutual funds, ETFs, stocks, and preferred stock, and generally operates through a team of seven advisors across multiple offices.

James Meyer is a CFA® charterholder with 24 years of industry experience. He has been with Tower Bridge Advisors since 2001. The firm provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Tower Bridge Advisors employs a fundamental research-driven, strategic asset allocation approach across equities and fixed income, and actively manages private investment funds with sector-focused strategies.

Andrew Sachais is a CFA® charterholder with nine years of industry experience. He is currently with Wick Capital Partners, LLC, where he has worked since 2020, except for a brief period at Brandywine Oak Private Wealth LLC. Wick Capital Partners provides personalized asset management and financial planning to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, managing approximately $930 million in discretionary assets. The firm develops portfolios based on comprehensive financial plans and employs a mix of active and passive strategies, including fundamental analysis.

Brooke Bees is a financial advisor with Wick Capital Partners, LLC, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 20 years of industry experience, with previous roles at Mission Wealth Management, West Capital Management, Mercer Global Advisors, Guardian Life, and New England Securities. Wick Capital Partners provides personalized asset management and financial planning services to a diverse client base that includes individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets and employs a mix of fundamental analysis, active and passive strategies, and comprehensive financial planning to tailor portfolios.

Jeffrey Mastronardo is a CFP® with 26 years of industry experience, currently advising at Financial Coach. He has held roles at FC Advisory, LLC since 2014 and LPL Financial, LLC from 2007 to 2017, and has been involved with The Financial Coach Group since 1999. He is also a licensed notary in Pennsylvania, providing this service to clients without charge. Financial Coach operates two client-facing programs tailored to retirees and near-retirees as well as young families and emerging professionals, offering customized financial planning and portfolio management primarily using mutual funds and ETFs. The firm manages accounts on a discretionary basis, conducts regular reviews, and emphasizes a dual-brand model with distinct planning options for different client demographics.

Michael Sicuranza is a CFP® professional with 31 years of industry experience. He is a member of Affinity Wealth Management LLC, where he has worked since 2018. His prior experience includes positions at Mercap Securities, Milestone Wealth Advisors, and LPL Financial. He also engages in selling fixed insurance products on a limited basis. Affinity Wealth Management LLC is a SEC-registered firm managing approximately $872.5 million in discretionary assets for around 639 clients through an 11-advisor team. The firm offers comprehensive wealth management services, combining fundamental, technical, cyclical, and charting analysis to create customized portfolios and serves individual, high-net-worth, institutional, and public plan clients.

Jeffrey Weiand is a CFP® credentialed financial advisor with 35 years of industry experience. He has been with RTD Financial Advisors, Inc. in Philadelphia, PA since 1985. RTD Financial Advisors is a multi-team advisory firm serving individuals, families, and institutional clients including pension plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, with a focus on individualized investment programs, tax-aware portfolio management, and retirement-plan support.

Timothy Macarak is a CFP® with 17 years of industry experience and currently serves at Members Wealth LLC. His prior roles include positions at Bryn Mawr Capital Management, West Capital Management, BNY Mellon Advisors, and Piper Sandler & Co. He is part of a five-advisor team managing client portfolios. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting for individuals, trusts, estates, and businesses. The firm focuses on fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, and selected individual securities, while regularly monitoring and rebalancing portfolios to suit client objectives.

Sarah Cardamone is a financial advisor at Northeast Advisers, Inc. with five years of industry experience. She holds a Series 65 designation. Prior to joining Northeast Advisers, she spent six years working in professional soccer organizations, including the United Soccer League and Charleston Battery. Northeast Advisers, Inc. is an independent Registered Investment Adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and institutions. The firm employs a structured investment process using low-cost no-load mutual funds, ETFs, and selected individual securities, providing primarily non-discretionary, fee-only advisory and financial planning services.

Brittany Kalsky is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Brandywine Oak Private Wealth LLC. She has worked in the financial sector since 2015, including roles at Merrill and Purshe Kaplan Sterling Investments. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, providing financial planning and both discretionary and non-discretionary investment management. The firm employs a goal-oriented investment approach focusing on diversified ETF allocations, tax minimization, and behavioral finance principles, and offers a range of investment strategies and performance-based fee arrangements.

Brian McGowan is a financial advisor at McGowan & Co LLP with 24 years of industry experience. He has been with McGowan & Co., LLP since 1998 and McGowan & Co., LLC since 2000. Outside of his advisory role, he is a member of a related CPA firm where he prepares income taxes and handles estate, retirement, and educational planning. McGowan & Co., LLP provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm primarily operates on a non-discretionary basis, emphasizing client-directed decisions, and manages a diverse range of assets including individual stocks, bonds, mutual funds, ETFs, and options.

Rose De Frank is a CFP® professional with three years of industry experience, currently serving at WealthFD since 2020. Prior to joining WealthFD, she held positions at Target and was involved with Saint Joseph's University in various roles. WealthFD offers advisory services to individuals, high-net-worth clients, and retirement plans, providing portfolio management, financial planning, and pension consulting with an emphasis on ERISA 3(21) and 3(38) services. The firm integrates investment strategies based on fundamental and quantitative analysis and incorporates tax and accounting services uncommon for firms of its size.

John Liberatore is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Concentus Wealth Advisors, LLC since 2016. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm offers private wealth and family-office style planning and oversees client accounts across various asset classes while tailoring strategies for complex tax and corporate matters.

Anthony Mccracken Jr. is a CFP® professional with 15 years of experience in the financial industry. He is currently a member of the team at Alden Capital and has worked previously at Northwestern Mutual Wealth Management Company and William Borchert. Outside of his advisory role, he is the sole owner of Fortress Financial Services LLC and serves as Managing Director of Qualified Plans at Newcleus. Alden Capital Management serves a diverse client base including individuals, retirement plans, non-profits, registered investment advisers, and pooled investment vehicles, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing a combination of proprietary asset allocation strategies, third-party managers, and model portfolios delivered through its Alden COVE platform.

Timothy Chisholm is a financial advisor at NewSquare Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Efficient Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Brinker Capital Inc. He is also involved in cross-marketing strategic relationships sourced via Efficient referrals. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of retirement plans. The firm emphasizes diversified, strategic asset allocation implemented primarily through ETFs, equities, and fixed income, and employs tax-aware and options strategies alongside sub-advisory capabilities.

John Prickett is a financial advisor at Market Street Wealth Management with three years of industry experience. He holds a Series 66 designation and previously worked at USA Financial Securities Corporation. Outside of his advisory role, he engages in preaching and teaching as a guest speaker at churches, occasionally addressing topics related to financial stewardship. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to independent managers. The firm employs a fundamentals-driven, long-term investment approach, emphasizing diversified portfolios and strategic asset allocation supported by comprehensive financial planning services.

Edward Snitzer is a financial advisor at Prudent Management Associates with 35 years of industry experience. He has been with Prudent Management Associates since 1982 and has also been associated with Els Counselors Inc and Keystone Development Services Inc since 1981. He holds the Series 63 designation. Prudent Management Associates provides discretionary portfolio management and limited consulting services to high-net-worth individuals, charitable institutions, foundations, endowments, and corporate plans. The firm manages approximately $1.23 billion for about 210 clients through a small team of advisors, using primarily low-cost, no-load mutual funds and offering four risk-based model portfolios tailored by asset allocation and regularly rebalanced.

Michael Henley is a CFP® with 16 years of industry experience, currently serving at Brandywine Oak Private Wealth LLC since 2018. His prior experience includes roles at Bank of America/Merrill Lynch and Purshe Kaplan Sterling Investments. Henley serves on the boards of the United Way of Southern Chester County and the Abdominal Cancers Alliance. He is also a trust protector for certain client trusts and is the owner and CEO of Brandywine Oak Private Tax Advisory. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, offering financial planning, consulting, and investment management with a goal-oriented approach that emphasizes low-cost, broadly diversified ETF allocations, tax minimization, and behavioral finance principles. The firm also provides access to model portfolios, separately managed accounts, and various investment strategies, along with affiliated tax advisory services.

Karen Van Horn is a financial advisor at Alden Capital with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services and Oppenheimer & Co. Van Horn serves as Chief Risk Officer for Alden Investment Group and Chief Compliance Officer for Equalize Capital. Alden Capital Management serves individual clients, retirement plans, non-profit entities, registered investment advisers, and pooled investment vehicles, managing approximately $1.5 billion in assets. The firm offers customized asset allocation using internally managed strategies, third-party managers, and model portfolios, supported by its Alden COVE platform for integrated reporting and account management.