Matthew Fatz is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Thrive Wealth Management, LLC since 2019. Prior to joining Thrive, he worked at United Capital Financial Advisers, LLC for five years. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting services. The firm employs a range of investment strategies including model portfolios, mutual funds, ETFs, individual securities, and selectively private and interval funds, with an emphasis on tax-aware management and regular portfolio rebalancing.

Christopher Crooks is a CFP® and CFA® with nine years of industry experience. He has worked at Tower Bridge Advisors since 2020 and previously held positions at Bank of America, Merrill Lynch, and Alphaone Capital Partners. 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 strategic asset allocation approach with fundamental research, managing core equity holdings on a growth-at-a-reasonable-price basis and fixed income in laddered maturities, while also actively managing private investment funds that utilize more concentrated, sector-focused strategies.

Carlos Prince is a financial advisor at Legacy Edge Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill Lynch, and TIAA-CREF. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm employs a diverse investment approach combining fundamental, modern portfolio theory, quantitative, and technical analysis, with strategies ranging from long-term buy-and-hold to short-term trading.

William Nunley II is a Series 66-registered advisor with Nest Egg in Conshohocken, PA. He has been with Nest Investments since 2025 and has prior experience in various business roles, including ownership of Nunley Enterprises LLC from 2020 to 2025. 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 models and algorithm-driven portfolio management focused on ETFs, mutual funds, and annuities, serving a large client base primarily via intermediated distribution.

Michael Adams is a financial advisor at Tower Bridge Advisors with 28 years of industry experience. He has worked at Tower Bridge Advisors since 2020 and was previously with BB&T Securities from 2016 to 2020. Outside of his advisory role, he serves as Chairman of Northeast Homecare Services, a non-medical in-home care franchise focused on elder assistance, which he owns. 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 with a focus on concentrated, research-driven opportunities.

Jeffrey Factor is a financial advisor at Clearview Financial Partners with 26 years of industry experience. He holds the Series 66 designation and has worked at Clearview since 2018, with prior roles at LPL Financial and Wharton Advisory Group. In addition to his advisory work, he is involved with McCarthy and Co, a tax preparation and accounting firm. Clearview Financial Partners serves individuals, high-net-worth clients, and small businesses by providing discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting. The firm manages over $1 billion in assets and utilizes an open-architecture investment approach, including sub-advisers and private market allocations.

Christopher Payne is a financial advisor at Payne Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Payne Capital Management since 2011. Payne Capital Management offers comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach uses quantitative methods based on Modern Portfolio Theory and tailors portfolios to client risk tolerances and goals, employing a mix of mutual funds, ETFs, individual securities, options, and independent managers.

Bruce Kardon is a Series 65-licensed advisor with Conservest Capital Advisors Inc, based in Wynnewood, PA. He has 32 years of industry experience and has been with Conservest since 1993. In addition to his advisory role, he has been involved with Kardon Industries, Inc. since 1977. Conservest Capital Advisors provides fee-only portfolio management and financial planning services to individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies based on macroeconomic analysis and scenario planning, focusing on long-term, low-turnover portfolios using ETFs, no-load mutual funds, and individually selected bonds.

Richard Cobb is a financial advisor at Cresap, Inc. in Radnor, PA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cresap since 2009. Prior to Cresap, he worked at BMT Asset Management for 13 years. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm offers portfolio management and advisory services through both fee-based and transaction-based formats, with a focus on non-discretionary accounts and collaboration with clients on security selection.

Matthew Topley is a financial advisor at Lansing Street Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortis Advisors LLC. Topley serves as a board member and advisor for Moneyclip Inc., a company that enables advisors to record and share client-friendly financial plan explanations. Lansing Street Advisors provides discretionary and non-discretionary wealth and portfolio management, as well as financial planning, primarily serving individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach focused on fundamental analysis and offers diversified portfolios using ETFs, mutual funds, equities, fixed income, and independent managers.

Nathan Daniel is a financial advisor at Market Street Wealth Management with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Vanguard and Concentra. Nathan also participates in the sale of life and health insurance as part of his role at Market Street. 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 external managers. The firm employs a fundamentals-driven, long-term investment approach, utilizing diversified portfolios with mutual funds, ETFs, individual equities, and bonds tailored to client goals.

Ross Muldoon is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ellis Investment Partners, LLC. He has been with Ellis Investment Partners since 2013. In addition to his advisory role, Muldoon is a licensed insurance agent in Pennsylvania and New Jersey, specializing in life and annuities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework with an emphasis on diversification and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Brendan Moleski is a financial advisor at Conservest Capital Advisors Inc with 13 years of industry experience. He holds the Series 66 designation and has been with Conservest since 2015. Conservest Capital Advisors provides fee-only portfolio management and financial planning services for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm uses a customized, interview-driven investment process that emphasizes long-term, low-turnover portfolios with broad equity exposure and individually selected bonds, managing approximately $1.7 billion in discretionary assets across six advisors.

Andrew Factor is a financial advisor with Clearview Financial Partners, holding the Series 63 and Series 65 designations and 14 years of industry experience. He has worked at Clearview Financial Partners since 2018 and previously was with LPL Financial and The Wharton Advisory Group. Factor is also involved in insurance sales through his independent insurance business. Clearview Financial Partners serves individuals, high-net-worth clients, and small businesses, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting. The firm manages approximately $1.06 billion across more than 600 client relationships and employs an open-architecture investment approach that includes access to third-party managers and private market allocations.

Thomas Rylko is a CFP® professional with 16 years of industry experience, currently serving as an advisor at TGS Financial Advisors since 2015. He holds the Series 65 designation and is based in Radnor, PA. TGS Financial Advisors is a team of seven professionals serving individuals, business entities, trusts, estates, charitable organizations, and participant-directed retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, with a distinctive focus on wrap-fee programs and a specialized advisory track for medical professionals.

Joseph Dimaio is a financial advisor at Wick Capital Partners, LLC with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Wick Capital Partners in 2023, he worked at Bryn Mawr Trust for five years and West Capital Management, Inc. for sixteen years. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, providing personalized asset management and comprehensive financial planning. The firm employs a combination of fundamental analysis and both active and passive strategies, managing most client assets on a discretionary basis and offering retirement-plan consulting and fiduciary services under ERISA.

Charles Scavone IV is a financial advisor with Nest Egg, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Nest Investments BD LLC since 2018 and at Nest Investments LLC since 2017, following a year at Fidelity Brokerage Services LLC. 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 alongside an algorithm to create and rebalance model portfolios, managing accounts on a discretionary basis with limited face-to-face contact.

Christopher Topolewski is a financial advisor with Wick Capital Partners, LLC, holding a Series 65 designation and 23 years of industry experience. He has worked at Wick Capital Partners since 2018 and previously spent 16 years at West Capital Management, Inc. Outside of his advisory role, Mr. Topolewski is involved in real estate acquisition and development with family members and serves as an advisory board member of the Archdiocese of Philadelphia, focusing on investment matters. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities by providing personalized asset management and comprehensive financial planning. The firm employs a mix of active and passive investment strategies based on fundamental analysis and manages most client assets on a discretionary basis.

Gary Hess is a CFA® charterholder with 27 years of industry experience. He has been with Baldwin Investment Management, LLC since 2017 and previously worked at Rkm Advisors, Inc. from 2012 to 2016. Baldwin Investment Management, LLC provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a combination of quantitative stock-selection models, qualitative research by sector-focused portfolio managers, and technical chart analysis in its investment process.

Matthew McCarter is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, LLC, and Farmers Financial Solutions. He is also the owner and COO of college planning services businesses, including College Planning Network and Elite Collegiate Planning. Onyx Bridge Wealth Group provides advisory services to individuals, trusts, estates, pension plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a research-driven investment process using internal portfolio models and third-party research, delivering customized portfolios that incorporate diverse investment strategies and continuous monitoring.