Alexis Barnhart is a financial advisor at Ellis Investment Partners, LLC with one year of industry experience. They hold a Series 65 credential and have concurrently worked as a delivery driver for DoorDash and a shopper for Instacart. Ellis Investment Partners provides investment advisory and planning services to individual and institutional clients, managing approximately $987 million in assets. The firm employs a dynamic asset-allocation approach and offers portfolio management, financial planning, consulting, and retirement plan advisory services.

Christopher Klein is a CFP® and Series 66 license holder with seven years of experience in the financial services industry. He has worked at Liberty One Wealth Advisors since 2022 and previously held roles at Merrill and JPMorgan Chase. Christopher is based in Philadelphia, PA, and is part of a five-advisor team at Liberty One Wealth Advisors. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, as well as retirement accounts and some charitable and institutional clients. The firm’s investment approach focuses on goals-driven asset allocation using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.

Julia Vandergast is a financial advisor at Traynor Capital Management with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Vanguard Group, Inc. and Procurement Foundry prior to joining Traynor. Traynor Capital Management serves individual and high-net-worth clients, corporate retirement plans, endowments, and foundations by providing portfolio management, financial planning, retirement plan consulting, and business funding consulting through ROBS transactions. The firm employs a tailored investment approach focused on direct stock ownership across multiple asset classes and manages over $2.4 billion with a seven-advisor team.

Richard Elias is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Market Street Wealth Management, where he has worked since 2022, and previously held positions at Merrill Lynch and Rodgers & Associates, LTD. Outside of advisory services, he is involved with Market Street Tax Services, a tax planning and preparation firm. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and access to an automated managed-account program, with an investment approach focused on long-term fundamental analysis and diversified portfolios tailored to client needs.

Jarrett Morris is a financial advisor at RiversEdge Advisors with 20 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Purshe Kaplan Sterling Investments and Blue Rock Financial Group. He is a co-founder and Chief Compliance Officer of RiversEdge Advisors and a partner at RiversEdge Business Solutions dba RiversEdge Tax & Advisory. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a modern portfolio theory approach, primarily implementing ETF-based strategic asset allocations with rebalancing and may recommend independent managers for client portfolios.

Robert Valleau is a financial advisor with Almanack Investment Partners holding Series 63 and Series 65 licenses and 17 years of industry experience. He has previously worked at Mercap Securities, MerCap Advisors, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of his advisory role, Valleau is involved in life insurance brokerage through several business ventures. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individuals, institutional clients, and a network of independent advisers. The firm utilizes diversified, risk-conscious model portfolios and manages various pooled investment vehicles and affiliated funds.

Nicholas Carper is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, PA, where he has worked for 31 years. He is part of a seven-advisor team at the firm and brings over three decades of industry experience. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals and families, along with estates, trusts, endowments, and foundations. The firm employs a long-term, goal-based investment approach that combines macro analysis with fundamental research to build diversified portfolios, emphasizing consultative client relationships.

Stephen Patterson Jr. is a financial advisor at Alden Investment Group in Wayne, PA, holding a Series 66 designation with five years of industry experience. His career includes roles at Ameriprise Financial Services and a lengthy tenure at Orangefield Independent School District. Outside of advisory work, he is involved with KeyCity Capital, focusing on private equity and client investments. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers, utilizing a proprietary platform that integrates held-away account management and fiduciary services for employer plans.

Kurt Ruoff is a CFP® and Series 66-licensed advisor with 16 years of industry experience. He has worked at Cypress Financial Planning since 2020 and previously spent nine years with Morgan Stanley Smith Barney and five years with Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member and treasurer for a youth hockey tournament organization. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth households, families, businesses, and charitable or institutional clients. The firm manages approximately $395 million in assets and employs a range of trading strategies, including derivatives and options, within tailored portfolios under both discretionary and non-discretionary management.

Lee Grout is a CFA® charterholder and holds a Series 65 license with over 25 years of experience in the financial advisory industry. He has been with NewSquare Capital, LLC since 2019 and previously worked at Chartwell Partners and The Killen Group. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm emphasizes diversified, strategic asset allocation using ETFs, equities, and fixed income, and offers specialized capabilities such as options overlay and direct indexing through sub-advisors.

Irene Giman is a CFP®, CFA®, and Series 63 licensed advisor with 14 years of industry experience. She has been with RTD Financial Advisors Inc since 2016 and is also involved with Power Wellness. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients, including pension plans and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs and tax-aware portfolio management.

David Armbruster is a CFP® with seven years of industry experience, currently serving at Cypress Financial Planning since 2018. Prior to joining Cypress, he worked for four years at William Paterson University of New Jersey. Cypress Financial Planning is a fee-only, SEC-registered advisory firm managing approximately $490 million in client assets. The firm offers financial planning, investment management, and retirement-plan consulting to individuals, families, businesses, and institutional plan sponsors, utilizing a tailored, holistic investment approach that includes advanced trading strategies uncommon among similar-sized teams.

Philip Rogers is a financial advisor with Beam Wealth Advisors, Inc. in Newtown Square, PA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Securities America Inc before joining Beam Wealth Advisors, where he has been since 2015. Rogers also engages in the sale of life insurance and annuities to clients. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing financial planning, investment management, and retirement plan consulting. The firm uses asset allocation and diversification strategies guided by Modern and Post-Modern Portfolio Theory, with a multi-adviser platform managing over $1.3 billion in client assets.

Matthew Ihlein is a financial advisor at Traynor Capital Management with 10 years of industry experience. He holds a Series 65 credential and has been with Traynor since 2015. Traynor Capital Management serves individual and high-net-worth clients, corporate retirement plans, endowments, and foundations, providing portfolio management, financial planning, retirement plan and corporate consulting, and business funding consulting related to rollover business solution (ROBS) transactions. The firm’s investment approach focuses on tailored strategies across multiple asset classes, emphasizing direct stock ownership and using a proprietary methodology to construct diversified portfolios.

Samantha Silberstein is a CFP® with eight years of industry experience and currently advises at Chicory Wealth, where she has worked since 2025. Her prior roles include positions at Motley Fool Wealth Management, XYPN Invest, and TIAA CREF Individual & Institutional Services. Silberstein also has experience with educational and student loan planning organizations. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering additional services such as tax preparation, estate planning assistance, and business consulting. The firm incorporates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics in its investment approach and supports other registered investment advisers with model portfolio services and operational support.

Ethan Prince is a financial advisor at Nest Egg with Series 63 and Series 66 licenses and three years of industry experience. He has worked at The Vanguard Group, Inc. and Sei, and began his career following his education at West Chester University of Pennsylvania. 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 to manage diversified portfolios with limited face-to-face contact, serving a large client base primarily through intermediated distribution.

Patrick Johnson is a CFP® and ChFC® with five years of experience in the financial services industry. He has worked at Concentus Wealth Advisors since 2021 and previously held roles at The Vanguard Group and DoorDash. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm employs a tailored investment approach that includes continuous supervision of client accounts across various asset classes and offers specialized planning for complex financial situations.

Paul Strid is a financial advisor with Concentus Wealth Advisors in Newtown Square, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Concentus Wealth Advisors since 2014. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities by providing investment management, financial planning, and consulting services. The firm employs a diversified, multi-method investment approach and offers discretionary portfolio management along with customized planning modules.

Robert Fish is a financial advisor at Alden Capital with 37 years of industry experience. He holds the Series 63 designation and has worked previously at Mcg Securities, LLC and Azarias Capital Partners, LLC. Fish is also involved in life insurance sales, focusing on whole life, term, universal life, indexed universal life, and variable life products. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion in assets, 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 through proprietary strategies, third-party managers, and model portfolios delivered via its Alden COVE platform.

Christian Williams is a financial advisor at Medallion Wealth Advisors, LLC in Philadelphia, PA. He holds a Series 65 credential and has worked in the financial industry since 2019, including roles at The Michaels Organization and Berkadia. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, estates, retirement accounts, charitable organizations, and plan sponsors. The firm provides portfolio management, financial planning, pension consulting, and utilizes client-specific investment policies with a range of strategies including mutual funds, ETFs, and third-party managers.