Jessica Ortega is a CFP® with 15 years of industry experience, currently serving as an advisor at Eagle Wealth Strategies. She previously worked at Raymond James Financial Services Advisors Inc. for over a decade. Outside of her advisory role, Ortega owns and operates Aerie Tax & Advisory, LLC, a tax and accounting services firm. Eagle Wealth Strategies is a SEC-registered advisory firm that serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with a focus on fundamental analysis and diversified model portfolios, supplemented by independent third-party investment consulting and tax services through its affiliated firm.

Aaron Williams is a financial advisor at Alden Capital with seven years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Bank of America Merrill Lynch and Hanlon Investment Management. He is also the founder of Cove Wealth Partners, a consulting and recruiting firm focused on financial services. Alden Capital Management serves a diverse client base, including high-net-worth individuals, retirement plans, non-profits, and other investment advisers, managing approximately $1.5 billion in assets. The firm offers customized asset allocation through a combination of internally managed strategies, third-party managers, and model portfolios, supported by its proprietary Alden COVE platform.

Jacob Riloff is a financial advisor at Victory Wealth Partners with 32 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, Victory Asset Management Co., Inc., TFS Securities, Inc., and Valens Group, LLC. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach combines momentum and fundamental analysis with quantitative screening and fiduciary scoring, managing portfolios through mutual funds, ETFs, and model allocations on both discretionary and non-discretionary bases.

Frederick Peters is a financial advisor at Alden Capital with 11 years of industry experience and holds a Series 65 designation. Prior to joining Alden Capital in 2020, he worked at Bluestone Capital Management, LLC. He serves as a director at Bryn Mawr Bank Corp and Paycom Software Inc. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion, providing discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm offers customized asset allocations combining proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform, and provides sub-advisory services, fee-only financial planning, and specialized retirement plan design and fiduciary support.

Jason Mcgee is a financial advisor with Sentinel Asset Management, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at FS Investment Solutions, LLC for a total of nine years and has been with Sentinel Asset Management since 2026. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients, managing approximately $63.2 million across about 495 households. The firm provides comprehensive financial planning and discretionary portfolio management using a mosaic investment approach that incorporates fundamental, technical, and cyclical analysis, with continuous account monitoring and formal quarterly reviews.

Kevin Paine is a financial advisor at Cresap, Inc. in Radnor, PA, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cresap since 2004. In addition to his advisory role, Kevin is a licensed real estate broker. Cresap, Inc. is a five-advisor team managing approximately $339 million in client assets, primarily serving individual retail investors. The firm offers portfolio management and advisory services through fee-based and transaction-based formats, with a focus on non-discretionary account management and collaboration with clients on security selection.

Nimrit Kang is a CFA® charterholder at NorthStar Asset Management, Inc. with three years of industry experience. Prior to joining NorthStar in 2022, Kang worked at Coho Partners and MissionSquare Retirement. Kang serves on the Board of Directors for the Philadelphia Health Partnership and is an Investment Committee Member for the Delaware County Community Foundation. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations with portfolios aligned to socially responsible objectives. The firm employs a six-pillar framework focused on social and environmental factors, combining ETF and direct indexing strategies with a concentrated global equity sleeve and utilizes community investments and shareholder activism when appropriate.

Marc Labadie is a CFP® professional with 19 years of industry experience. He has been with RTD Financial Advisors Inc in Philadelphia, PA since 2006. RTD Financial Advisors serves individuals, families—including high-net-worth clients—and a variety of institutional clients such as pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, with an investment approach focused on individualized policy statements, asset allocation, and ongoing portfolio oversight.

Benjamin Baehr is an advisor with JECohen & Co., LLC and holds a Series 65 designation. He has been with JECohen & Co. since 2025 and previously worked at Educational Testing Service for 11 years. Baehr is also an insurance agent with The Insight Insurance Group, dedicating a portion of his time to insurance sales and services. JECohen & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, pension plans, institutions, and small businesses. The firm follows a value-oriented, bottom-up fundamental approach focused on capital preservation and utilizes opportunistic allocations into undervalued or distressed securities.

Alexander Sobkowiak is a financial advisor at Odyssey Capital Advisors Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at PGIM, Inc. and Temple University. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm tailors investment programs to clients’ goals and risk tolerances, employing a variety of strategies including fundamental analysis, long-term holdings, trading, and options.

Daniel Berkowitz is a CFA® charterholder with seven years of industry experience. He has worked at Prudent Management Associates since 2019 and was previously employed at Vanguard from 2015 to 2019. Based in Philadelphia, PA, he is part of a five-advisor team at Prudent Management Associates. 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 around 210 clients, employing primarily low-cost, no-load mutual funds and offering four risk-based model portfolios tailored by asset allocation and regularly rebalanced.

Shayna Harvey is a CFP® and ChFC® with 25 years of experience in the financial industry. She is currently an advisor at JECohen & Co., LLC and has held roles at The Insight Advisory Group, LLC and The Insight Insurance Group since 2015, as well as operating Shaylear Financial, LLC since 2010. Outside of her advisory work, she volunteers as a program director and workshop facilitator for the Institute for Financial Success, a financial ministry at New Covenant Church of Philadelphia. JECohen & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, pension plans, and small businesses. The firm employs a value-oriented, bottom-up fundamental investment approach focused on capital preservation and long-term horizons, managing approximately $77.8 million across private pooled vehicles and separately managed accounts.

Jeffrey Leppert is a financial advisor with Market Street Wealth Management who holds Series 63 and Series 66 designations and has 28 years of industry experience. He has been with Market Street Wealth Management since 2011 and has prior experience with USA Financial Securities Corp, Market Street Financial Group, and Dynamic Financial Service Inc. Outside of his advisory role, he is co-owner of a charitable foundation, the Beatus Charitable Fund. Market Street Wealth Management is an SEC-registered firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term, fundamental analysis-based investment approach and utilizes diversified mutual funds and ETFs tailored to client goals and risk tolerance.

Lacy Redwine is a financial advisor at Conservest Capital Advisors Inc with one year of industry experience. She holds a Series 65 designation and has prior work experience at Tradezero America, Inc. and Artisan Smiles. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, and various institutional clients. The firm uses a customized investment strategy process focused on macroeconomic analysis and long-term, low-turnover portfolios, managing approximately $1.7 billion in discretionary assets across six advisors.

James Hemphill is a CFP® and ChFC® with 34 years of industry experience. He has been with Tgs Financial Advisors for a total of 32 years, initially from 1991 to 2004 and then from 2007 to the present. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants through discretionary investment management, financial planning, and consulting. TGS Financial Advisors offers services via wrap fee programs and employs a mix of investment strategies, including the use of mutual funds, ETFs, sub-advisors, and options, while integrating third-party technology and AI oversight in its processes.

Richard Lerch is a financial advisor with Prudent Management Associates in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at Prudent Management Associates since 2008 and at Prudent Brokerage Associates since 2010. Prudent Management Associates serves high-net-worth individuals and institutional clients, including corporate pension plans and charitable organizations, providing discretionary portfolio management and limited consulting services. The firm utilizes low-cost mutual funds and model risk-based portfolios, combining quantitative models with Investment Committee oversight.

Jeffrey Jones is a CFP® and holds a Series 66 license, with 16 years of industry experience. He has been with Cypress Financial Planning since 2009. Outside of his advisory role, he volunteers as a financial coach for underserved individuals through the nonprofit 3rd Decade. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, families, businesses, and institutional clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, employing modern portfolio theory alongside fundamental and technical analysis, and utilizes a range of trading strategies including options and derivatives within separately managed accounts.

Robert Pulsifer is a financial advisor at Almanack Investment Partners with 28 years of industry experience. He holds the CFP® and CFA® designations and has worked at MerCap Securities, LLC and Almanack Investment Partners. Outside of his primary role, he is the owner and adviser of Junto Wealth, LLC, a financial planning business. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm emphasizes diversified, risk-conscious model asset allocation portfolios and manages a range of strategies, including adviser-managed pooled investment vehicles and affiliated private funds.

Luke Smith is a financial advisor at DT Investment Partners, LLC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining DT Investment Partners, he worked at FS Investment Solutions, FS Investments, and spent three years at Drexel University. DT Investment Partners provides investment management and financial planning services to a range of clients, including individuals, high-net-worth clients, pension plans, trusts, and municipalities. The firm employs an active management approach combining fundamental and technical analysis to adjust asset allocations across multiple asset classes.

Waris Rahemtulla is a CFP® and ChFC® with 11 years of industry experience. He is currently an advisor at Fruitful, having joined in 2024. His prior roles include positions at Citizens Securities, Inc. and Fidelity Investments. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm employs a subscription-based model and focuses on diversified, low-cost portfolios primarily using passive ETFs and index funds, with an emphasis on client-tailored allocation and dynamic financial planning.