Jacky Petit Homme is a CFP® professional with 13 years of experience in the financial industry. He is currently with Liberty One Wealth Advisors, where he has worked since 2021, and previously held roles at Bank of America and Merrill. Petit Homme serves on the advisory board of Big Brothers Big Sisters, contributing to volunteer recruitment and resource facilitation. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individual, high-net-worth, retirement, charitable, and institutional clients. The firm’s approach emphasizes goals-based asset allocation mainly using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.

Dane Czaplicki is a CFA® charterholder with 19 years of industry experience. He is currently with Members Wealth LLC and has held positions at firms including West Capital Management and Long Short Advisors. Outside of his advisory role, he manages a real estate rental business. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting, employing a fundamental, long-term investment approach with diversified portfolios tailored to client objectives and risk tolerance.

Samuel Markowitz is a financial advisor with Breakwater Capital Group in Havertown, PA. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to joining Breakwater Capital Group in 2026, he worked for eight years at The Vanguard Group. Breakwater Capital Group provides investment advisory and financial planning services to individuals, high net worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment process relies on fundamental analysis and employs a range of investments, including ETFs, mutual funds, individual securities, and alternative assets, alongside portfolio management and integrated financial planning.

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.

Thomas Greco is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Concentus Wealth Advisors since 2014. He holds Series 63 and Series 66 licenses and is based in Newtown Square, PA. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified investment approach with multiple analysis methods and offers customized planning modules across various financial areas.

Dionna Poluch is a CFP® professional with six years of industry experience, currently serving at Brandywine Oak Private Wealth LLC. Her prior roles include positions at Domain Money, Beck Bode, LLC, and JPMorgan Securities, LLC. Brandywine Oak Private Wealth LLC advises individuals, trusts, estates, corporations, and other entities by providing financial planning, consulting, and both discretionary and non-discretionary investment and wealth management services. The firm employs a goal-oriented investment approach that emphasizes low-cost, diversified ETF allocations, tax minimization, and behavioral finance principles.

Peter Kim is a CFA® charterholder with 12 years of industry experience. He is currently with Brandywine Oak Private Wealth LLC, where he has worked since 2022, following eight years at Goldman Sachs. Kim serves as Treasurer and a member of the Board of Trustees for the Chester Springs Library. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, offering financial planning, consulting, and both discretionary and non-discretionary investment and wealth management services. The firm employs a goal-oriented investment approach centered on low-cost, broadly diversified ETF core allocations, tax minimization, and behavioral finance principles.

Daniel Stuckey is a financial advisor at Geometric Wealth Advisors, LLC in Merion Station, PA, holding a Series 65 credential with one year of industry experience. Prior to joining Geometric Wealth Advisors in 2025, he worked in education at Relay Graduate School of Education and Achievement First from 2016 to 2024. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, including high-net-worth clients. The firm combines discretionary investment management with comprehensive financial planning, emphasizing tax and estate planning support and utilizing mainly long-term, broadly diversified mutual funds and ETFs.

Howard Verfaillie Jr. is a financial advisor at Victory Wealth Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2023, alongside his long-term role at Victory Asset Management Co. Inc. since 1995. Outside of his advisory work, he is involved in non-investment business activities including co-ownership in a separate business entity. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach integrates momentum and fundamental analysis with quantitative screening and fiduciary scoring, offering discretionary and non-discretionary management across mutual funds, ETFs, and model allocations.

Meghan Tait is a CFP® and Series 66-licensed advisor with 11 years of industry experience. She has been with FC Advisory, LLC and Financial Coach since 2013 and also has a background with LPL Financial. Outside of her advisory work, she serves as a field hockey coach at Saints Simon & Jude Church in West Chester, PA. FC Advisory, LLC operates under the Financial Coach and New Wealth Project brands, providing customized financial planning and portfolio management to retail clients across various life stages. The firm offers tailored programs for retirees and near-retirees as well as young families and emerging professionals, managing portfolios primarily with mutual funds and ETFs on a discretionary basis.

Andrew Johnston is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth CMT and Hightower Advisors. Johnston is currently affiliated with Victory Wealth Partners, a DBA for LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Julie Lesicki is a financial advisor at LUMINIST Capital, LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Horter Investment Management, LLC for 10 years. In addition to her advisory role, she is involved in business development and marketing initiatives through Safe Harbor Financial. LUMINIST Capital provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm offers model-driven, ETF-focused portfolios and tailored planning, serving both high-net-worth and non-HNW clients.

Cheryl Starr is a CFP® with eight years of industry experience, currently serving as a financial advisor at Affinity Wealth Management LLC since 2021. She previously worked at Raymond James Financial Services in various capacities from 2016 to 2021. Affinity Wealth Management LLC is an SEC-registered firm managing approximately $872.5 million in discretionary assets for around 639 clients with an 11-advisor team. The firm offers comprehensive wealth management services, including portfolio management, financial planning, and retirement plan advisory, focusing on a long-term, customized investment approach.

William Muller is a CFP® professional with over 31 years of experience in the financial services industry. He has been working with Commonwealth Financial Network and Planning Directions, Inc. dba Common Cents Planning since 2005. Muller is also a co-owner and CEO of Common Cents Planning, Inc. Common Cents Planning serves individual and high-net-worth clients by providing investment management and comprehensive financial planning services, including retirement plan and IRA advice. The firm manages approximately $542 million across 450 clients, emphasizing customized investment policy statements and fundamental analysis to create tailored portfolios.

Charles Smith Sr. is a financial advisor with DT Investment Partners, LLC and holds a Series 65 designation. He has one year of industry experience, having joined DT Investment Partners in 2026. Prior to his advisory role, he spent eight years in education at the University of Scranton, Conestoga High School, and Valley Forge Middle School. DT Investment Partners provides discretionary and non-discretionary investment management and comprehensive financial planning to a diverse clientele including individuals, high-net-worth clients, and institutions. The firm employs an active management approach that integrates fundamental and technical analysis to adjust asset allocations across multiple asset classes and offers various model portfolios.

Lamont Brown is a financial advisor at Odyssey Capital Advisors Inc. with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Saxony Securities and Kestra Advisory Services, among others. Outside of advising, he is involved with Lankenau Holdings, LLC, a real estate investment company. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment strategies based on clients’ goals and risk tolerances, employing various approaches including long-term holdings, trading, and option strategies.

Kyle Hill is a CFP® professional with 25 years of industry experience, currently serving at Diversified, LLC. His career includes over two decades at Diversified in various capacities, as well as roles at Purshe Kaplan Sterling Investments and Securities Service Network. Outside of advising, he holds a fixed/traditional insurance agent license. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and uses a two-phase planning process tailored to client objectives and risk tolerances.

Theodore Poppe is a CFA® charterholder with 10 years of industry experience. He is currently with Grey Fox Wealth Advisors, LLC and has previously worked at Orion Portfolio Solutions, Brinker Capital, BrightHouse Securities, and MetLife Securities. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm uses an academic, long-term oriented investment approach combining fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Richard Hamilton Jr. is a financial advisor at Hamilton-Bates Investment Research, Inc. with 25 years of industry experience. He has been with Hamilton-Bates since 1998 and has maintained a long-term involvement with Rolling Green Golf Club since 1978. Hamilton-Bates Investment Research, Inc. advises individuals, pension and profit-sharing plans, charitable organizations, and businesses through individualized portfolio management and model portfolio programs. The firm uses a combination of fundamental, technical, quantitative, and asset-allocation techniques, offering both long-term and shorter-term trading strategies.

Daniel Elser is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Ballast Financial Advisors, LLC since 2019 and previously held roles at Ameriprise Financial and Keystone State Insurance. Outside of his advisory role, he is involved in personal home and auto insurance sales. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, and retirement plan consulting using a range of investment strategies and analytical methods tailored to each client.