Paul Zablotney is a financial advisor at Liberty One Wealth Advisors in Philadelphia, PA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Fette Sav. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, retirement accounts, and select charitable and institutional clients. The firm’s investment approach is goals-driven, focusing on asset allocation with exchange-traded funds, periodic rebalancing, and customized portfolio oversight tailored to client risk tolerance and cash-flow needs.

Marvin Barron is a CFP® with 14 years of industry experience, currently serving as an advisor at TGS Financial Advisors since 2022. Prior to joining TGS, he was self-employed for eight years. Outside of his financial advisory role, he operates MLB Consulting, providing personal coaching focused on personal growth topics. TGS Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and participant-directed retirement plans with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm is notable for sponsoring wrap-fee programs and offering a specialized advisory track for new medical professionals.

Maxwell Camp is a financial advisor at tru Independence Asset Management, LLC with 12 years of industry experience. He previously worked at Brinker Capital and Orion Portfolio Solutions before joining his current firm in 2023. Maxwell holds Series 63 and Series 65 licenses. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and other institutional and business clients. The firm manages approximately $336.9 million in client assets and uses both active and passive strategies across multiple asset classes, incorporating digital platforms and third-party managers to create diversified portfolios.

Matthew Barr is a financial advisor at Wick Capital Partners, LLC, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at Wick Capital Partners since 2019 and previously spent four years at Axa Advisors, LLC. Wick Capital Partners provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, managing approximately $930 million in discretionary assets. The firm develops portfolios from comprehensive financial plans and manages accounts using fundamental analysis with a mix of active and passive strategies, also offering retirement-plan consulting under ERISA frameworks.

Nicole Sennett is a financial advisor at Alden Investment Group with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and Raymond James Financial Services. Outside of her advisory role, she owns All4AJ, a travel app business. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management along with fee-only financial planning. The firm uses a proprietary asset allocation approach combined with third-party managers, delivered primarily through its Alden COVE platform.

Allison Hershey is a CFP® professional with six years of experience in financial advising. She currently works at Fruitful and has held prior roles at Ellevest, ChroniFI, Zenith Solutions, and The Marshall Financial Group. Outside of advising, she provides financial coaching and consulting through her business, Money Conscious, focusing on the emotional aspects of financial decision making and helping companies develop service models for younger generations. Fruitful Advisory delivers financial planning and discretionary investment management to individual members through a subscription-based model. The firm emphasizes diversified, low-cost portfolios primarily using passive ETFs and index funds, with planning grounded in CFP® principles and ongoing client collaboration.

Jason Walsh is a financial advisor at Cresap, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cresap since 2000. Walsh also acts as an agent on some insurance policy sales outside of the broker/dealer's books and records. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm provides both fee-based and transaction-based portfolio management and advisory services, with a focus on non-discretionary client relationships and an affiliated clearing relationship with Wells Fargo.

Gregory Young is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 15 years of industry experience. He has been with RTD Financial Advisors for 10 years and holds the Series 63 and Series 65 designations. RTD Financial Advisors is a SEC-registered, multi-team advisory firm serving individuals, families, and institutional clients such as pension plans, trusts, and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and a structured retirement-plan practice including fiduciary investment management and pooled employer plans.

James Munson is a financial advisor with WealthPlan Investment Management LLC, holding a Series 65 license and with two years of industry experience. He is also president of Enable Your Enterprise LLC, a consulting firm specializing in AI and transformation services. WealthPlan Investment Management LLC is an SEC-registered advisory team with about 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, and institutional clients, utilizing model-based strategies across multiple asset classes and providing fiduciary and consulting services for retirement plans.

Christian Grude is a financial advisor with Ellis Investment Partners, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including prior roles at Cambridge Investment Research advisors, Inc. and Cambridge Investment Research. Outside of his advisory work, he is a principal at Key Financial Corp, LLC. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts with portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client risk tolerance and objectives, and offers a full suite of ERISA retirement plan services including fiduciary support and participant education.

Erich Yost is a CFA® charterholder with five years of industry experience. He is currently with Almanack Investment Partners and has held previous roles at Savvy and Veritable, LP. Almanack Investment Partners offers discretionary and non-discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs model asset allocation portfolios focused on diversified, risk-conscious strategies and manages pooled investment vehicles alongside managed accounts.

Brook Hart is a CFP® professional with nine years of industry experience. He is currently with Presilium Private Wealth, LLC, where he has worked since 2022. Prior to this, he held roles at Bank of America, N.A. and Merrill. Presilium Private Wealth is a discretionary investment adviser managing approximately $671.7 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing a fiduciary, client-centered approach that integrates fundamental analysis with a mix of passive and active strategies across a broad investable universe.

Winfield Young is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 66 designation and 26 years of industry experience. He has worked at Clearview since 2018 and previously was with The Wharton Advisory Group and LPL Financial. Clearview Financial Partners provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting primarily for individuals, high-net-worth clients, and small businesses. The firm manages over $1 billion in assets across 600+ client relationships, employing an open-architecture investment approach that includes specialized sub-advisers, tactical and quantitative methods, and private market allocations.

Richard Capasso is a CFP® professional with 33 years of experience in financial advising. He is affiliated with CPC Financial Planning, Inc., where he has worked alongside other advisors in a team environment. His prior experience includes long tenures at LPL Financial and Royal Alliance Associates, Inc. Capasso is also involved in tax preparation and accounting through Clairmont, Paciello & Co., P.C., where he is engaged as a CPA. CPC Financial Planning, Inc. offers written financial planning, annual plan monitoring, and hourly advice to individuals, corporations, and business entities. The firm emphasizes non-discretionary, fee-for-service planning combined with affiliated brokerage and insurance services, and it is noted for its close integration with a CPA practice to coordinate tax and accounting considerations within its financial planning process.

Andrew Randisi is a CFP® professional with six years of industry experience, currently serving at Pennsylvania Capital Management Inc. since 2016. He previously worked at Drexel University for five years. Pennsylvania Capital Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $848.6 million in assets using a combination of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services.

William Richardson is a CFA® charterholder with 20 years of industry experience. He has been with Mitchell Sinkler & Starr since 2005. The firm advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. Mitchell Sinkler & Starr manages most assets on an advisory (non-discretionary) basis, employing a long-term, goal-based investment approach that combines macro analysis with fundamental research and tailored portfolios.

Thomas Huber is a CFA® charterholder with six years of industry experience. He has been with Wick Capital Partners, LLC since 2019 and previously worked at Glenmede Trust from 1998 to 2018. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, offering personalized asset management, comprehensive financial planning, and retirement-plan consulting. The firm employs a combination of fundamental analysis and both active and passive investment strategies across various asset classes, managing most client assets on a discretionary basis.

Evan Powers is a CFP® and Series 65-registered financial advisor with 12 years of industry experience. He has worked at Cypress Financial Planning since 2013 and was previously with Myfinancialanswers, LLC from 2015 to 2019. Powers serves as an advisory board member for the Farmington Country Club, a private social and sports club, where he provides oversight of the club’s finances. 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 employs a range of investment strategies, including derivatives and options within separately managed accounts, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan advisory services.

Ning Tang is a financial advisor at Sun Global LLC with a Series 65 designation and one year of industry experience. Prior to joining Sun Global, Tang held positions at New York University, Lehigh University, and Morgan Park Academy. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individuals, employing a combination of fundamental, technical, cyclical, and quantitative analysis across various investment strategies. The firm uses client risk questionnaires and Investment Policy Statements to guide portfolio implementation and offers educational resources including weekly market newsletters and webinars.

Brent Zacok is a CFP® professional with four years of experience, currently serving at RTD Financial Advisors Inc in Philadelphia, PA. He has been with RTD Financial Advisors since 2015. RTD Financial Advisors serves individuals, families, and a variety of institutional clients including 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 a focus on individualized investment policy statements and an asset-allocation driven approach.