Kelly Doherty is a financial advisor at Market Street Wealth Management with 18 years of industry experience. She holds the Series 66 designation and has been with Market Street Wealth Management and USA Financial Securities Corporation since 2012. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach based on fundamental analysis, utilizing diversified mutual funds and ETFs tailored to client objectives and risk tolerance.

Frederick Hubler Jr. is a financial advisor with Creative Capital Wealth Management Group, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Arkadios Capital since 2020 and has been involved with Creative Capital Wealth Management Group and independent insurance agency work since 2003. Outside of advisory roles, he coaches other financial advisors on transitioning to retainer-based practices and contributes articles on alternative investments to Forbes.com. He also serves on the advisory council for Renault Winery. Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management, offering services including tax mitigation programs, alternative investments, and third-party money manager recommendations. The firm generally manages accounts on a non-discretionary basis, with discretionary authority primarily within its Household Endowment Model.

Earl Clairmont Jr. is a CFP® with 38 years of industry experience, currently serving at CPC Financial Planning, Inc. He has previously worked at LPL Financial and Royal Alliance Associates, INC. since 1997. In addition to his financial advisory roles, he is involved with Clairmont, Pacielo & Co., P.C., a firm providing tax preparation and accounting services. 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, supported by a team with multiple professional credentials and close integration with a certified public accounting practice.

Michael Heaberg is a financial advisor at Axiom Asset Management with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Axiom Asset Management and affiliated firms since 2003. He serves as a board member of the Chester County Planning Commission, advising on land planning and development. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, corporations, and employee retirement plans. The firm employs a client-specific investment approach using a variety of strategies and analyses across multiple asset classes, emphasizing asset allocation, security selection, and tax considerations.

Shawn Keane is a CFP® professional with 24 years of experience in the financial industry. He has been with Smithbridge Asset Management, Inc. since 2016. In addition to his advisory role, Keane is an insurance agent licensed for life and health insurance. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm focuses on disciplined, fundamentally driven equity selection in large-cap U.S. companies, combined with diversified fixed income and tax-efficient management, offering both individualized account management and model portfolio solutions.

Kathleen Simolike is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Veery Capital, LLC and Purshe Kaplan Sterling Investments. Her prior experience includes roles at Cambridge Investment Research, Inc. and Dc Mac LLC. She is also an owner of two non-investment related real estate businesses in West Chester, PA. Veery Capital, LLC provides investment advisory and financial planning services to individuals, families, trusts, businesses, and retirement plans, managing approximately $802 million in client assets. The firm employs a modern portfolio theory-based investment process with strategic asset allocation primarily through ETFs, complemented by mutual funds, equities, and fixed income, and offers both discretionary and non-discretionary portfolio management.

Andrew King is a financial advisor at Thrive Wealth Management, LLC with Series 63 and Series 65 registrations. He has experience working at MML Investors Services, LLC and MassMutual Life Insurance Company. Thrive Wealth Management serves individuals, including high-net-worth clients, as well as retirement plan sponsors, charities, businesses, trusts, and estates. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and standalone financial planning, managing approximately $1.58 billion in client assets through a multi-advisor team.

Jaeden Cruz is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Presilium Private Wealth, LLC since 2026 and previously held roles at BNY Securities Corporation, United Capital Financial Advisors, LLC, and Equitable Advisors, LLC. Earlier in his career, he worked in various industries including hospitality and political campaigning. 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 and financial planning alongside business consulting services, utilizing a fiduciary approach that combines fundamental analysis with active and passive strategies across a broad investable universe.

Paige Deasy is a financial advisor at Concentus Wealth Advisors with two years of industry experience. She holds the Series 66 designation and has worked previously at Bernstein Private Wealth and Morgan Stanley. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm offers private wealth and family-office style planning, supervises diverse asset classes, and customizes strategies for complex financial situations.

Bart Kaplow is a financial advisor at IBN Financial Services, Inc. with 56 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term roles at United Life & Accident Insurance Co. and Capital Planning Corporation. Outside of advising, he serves on the finance committee for the Regency at Providence Homeowners Association. IBN Financial Services, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm applies multiple methods of analysis and implements portfolio strategies driven by Dynamic Portfolio Strategies, offering both discretionary and non-discretionary account management through a range of investment vehicles.

William Torrance is a financial advisor with Diversified, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Brookstone Wealth Advisors, IAMS Wealth Management, and Pinnacle Financial Services. Outside of advising, he is a shareholder in GRC LLC, a gas station lease business. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process with tailored asset allocation strategies and utilizes third-party managers and platforms for a range of client needs.

Cullen Martin is a CFP® certificant with six years of industry experience. He currently serves as a financial advisor at Presilium Private Wealth, LLC, having previously worked at Pitcairn Trust Company and The Vanguard Group. Presilium Private Wealth is a discretionary investment adviser managing over $670 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing both passive and active strategies across a broad investable universe that includes traditional and alternative assets.

Audrey Libois is a CFP® with 15 years of industry experience and has been with TGS Financial Advisors since 2010. She is based in Radnor, PA, and holds a Series 65 license. TGS Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants through discretionary investment management, financial planning, and consulting. The firm offers advisory services primarily via wrap fee programs and employs a range of investment strategies including mutual funds, ETFs, and options, supplemented by third-party technology and a structured AI oversight policy.

Stephen Wildman is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Diversified, LLC and has prior experience at Prudential Insurance Company of America and ADP. He holds Series 63 and Series 66 licenses and has been an independent licensed insurance agent, though he is currently not actively selling insurance products. Diversified, LLC provides investment advice and financial planning to a wide range of clients, including individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory, utilizing a two-phase planning process tailored to clients’ objectives and risk tolerances.

Woodward Odiorne is a financial advisor at Ellis Investment Partners, LLC with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Ellis Investment Partners in 2012, he has been associated with National Life Insurance Co. and National Life of Vermont since 1981. Odiorne is also involved in insurance and annuity sales and servicing through Providence Hill Planning, Inc. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, offering 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, emphasizing diversification and tax-aware management.

David Peck is a financial advisor at Traynor Capital Management with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with Traynor since 2016. In addition to his advisory role, Peck is the Director of Athletic Development for YSC Sports. Traynor Capital Management serves individual and high-net-worth clients, corporate retirement plans, endowments, and foundations, offering portfolio management, financial planning, retirement plan consulting, and business funding consulting. The firm employs tailored investment strategies across multiple asset classes, emphasizing direct stock ownership, and manages over $2.4 billion with a seven-advisor team.

Michael Traynor is a CFA® charterholder with 26 years of industry experience. He is affiliated with Financial Coach, a team-based firm in West Chester, PA, where he has worked since 2014, including at LPL Financial and FC Advisory, LLC. Financial Coach provides financial planning and portfolio management services to retail clients at various life stages through its dual-brand model. The firm customizes portfolios using mutual funds and ETFs, manages accounts primarily on a discretionary basis, and offers distinct programs tailored to retirees and younger professionals.

Andrew Thrift is a CFP® and Series 66-licensed advisor with Market Street Wealth Management in West Chester, PA, with 10 years of industry experience. He has been with Market Street Wealth Management and USA Financial Securities since 2016 and previously worked at K.C.S.D. from 2005 to 2017. 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 unaffiliated managers and private investment funds. The firm employs a fundamentals-driven, long-term investment approach with strategic asset allocation and supplements investment management with financial planning services, including a program tailored for younger investors.

Gabriel Fairorth is a financial advisor at Sterling Investment Advisors Ltd. with four years of industry experience. He holds a Series 65 credential and has worked at Sterling since 2021. Outside of his advisory role, he assists with club activities at Waynesborough Country Club. Sterling Investment Advisors Ltd. is a team-based, SEC-registered firm that provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and other entities. The firm uses a variety of investment strategies, including derivative-related approaches and cryptocurrency exposure when appropriate, and incorporates account-aggregation platforms and multiple implementation pathways.

Jennifer Byrne is a CFA® charterholder with 10 years of industry experience. She has worked at Radnor Capital Management, LLC since 2015. Jennifer holds the Series 63 and Series 65 licenses. Radnor Capital Management provides consulting, investment management, and wealth management services to individuals, families, trusts, businesses, foundations, religious organizations, and other institutions. The firm focuses on bottom-up, fundamental security analysis and manages customized high-net-worth portfolios as well as a structured Small-Midcap equity product.