David Fitzgerald is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 63 license and bringing 37 years of industry experience. He has worked at Clearview Financial Partners since 2017 and concurrently with LPL Financial since 2010, also having been associated with The Wharton Advisory Group from 2002 to 2018. In addition to his advisory role, he sells fixed and term insurance to clients. 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 across more than 600 client relationships, using an open-architecture investment approach that includes sub-advisers, tactical and quantitative methods, and allocations to private markets.

Rahul Kothari is a financial advisor at Ironview Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Ironview, formerly Bergin Roberts & Co. LLC, since 2015. Outside of his advisory role, he serves on the board of directors for Elysium Robotics LLC. Ironview Capital Management is an SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of analytical approaches and investment strategies, including access to alternative investments and affiliated private equity funds.

Timothy Vickrey Jr. is a financial advisor at Bucks Capital Advisers with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and was previously with Andrew Garrett, Inc. for 19 years before joining Bucks Capital Advisers. Bucks Capital Advisers offers asset management, comprehensive portfolio management, and retirement plan consulting to individuals, trusts, non-profits, pension and profit-sharing plans, private funds, and businesses. The firm manages approximately $670.7 million in assets, utilizing a multi-method investment process and tailored asset allocation strategies across a range of investment vehicles.

Daniel Levinson is a CFP® with 11 years of industry experience. He is currently with Blue Bell Private Wealth Management, LLC, where he has worked since 2024. Prior to that, he spent nine years at MOR Wealth Management. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, and other advisers. The firm’s investment approach includes exchange-traded funds, closed-end funds, and structured investments, with portfolio management tailored to client objectives and notable use of derivatives and structured notes.

Aaron Dessen is a CFP® and Series 65 licensed advisor at Payne Capital Management, LLC with eight years of industry experience. He has worked at Payne Capital Management since 2017 and previously was employed at Bridget's Steakhouse for six years. Payne Capital Management provides financial planning, consulting, and portfolio management services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes goal-oriented planning, risk limitation, and personalized service, utilizing a variety of investment vehicles and strategies including options and borrowing within separately managed accounts.

Patrick Hehir is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Andrew Garrett, Inc. since 2007. He is also involved in selling health insurance through Princeton Financial. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, employing a multi-platform investment approach with discretionary and non-discretionary management across various asset classes and advisory programs.

Joslyn Ewart is a CERTIFIED FINANCIAL PLANNER™ with 14 years of industry experience, currently serving as an advisor at Entrust Financial LLC since 2015. She holds the Series 63 and Series 65 licenses. Outside of her advisory role, she serves as Treasurer for BalletX, a nonprofit performance art organization in Philadelphia. Entrust Financial is a registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm manages approximately $350.9 million in client assets across a five-advisor team, employing fundamental analysis and a multi-step process to tailor portfolio management to clients’ goals and risk tolerance.

Andrew De Stefano is a financial advisor at LRI Investments with a Series 66 designation and one year of industry experience. He has previously worked at Fis and EY, and holds a degree from Franklin & Marshall College. LRI Investments provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion through a team of 25 professionals, emphasizing customized asset allocation and long-term investment strategies.

Patrick Hansen is a CFP® with 16 years of industry experience, currently serving at Certior Financial Group, LLC since 2016. His prior roles include positions at Mutual Securities, Inc. and VOYA Financial Advisors, Inc. Hansen volunteers with the After Innocence Project, providing assistance to those wrongfully incarcerated. Certior Financial Group offers personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse client base, employing a flexible asset allocation strategy that blends active and passive investment vehicles and includes ongoing client reviews.

Michele Hewitt is a CFP® professional with three years of industry experience, currently affiliated with Wellfull. She previously worked at Bernardo Wealth Planning, Wescott Financial Advisory Group, and Asset Planning Services. Outside of her advisory role, she owns rental properties. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes financial planning as the basis for its investment approach and manages portfolios using model-based asset allocation across multiple analysis methods.

Mark Byelich is a Certified Financial Planner® with 25 years of industry experience. He is currently with Attleboro Wealth Management LLC and has previously worked at Purshe Kaplan Sterling Investments, Inc. and Kestra Financial Services, Inc. Outside of his advisory role, he serves on the board of The Newtown Theatre, a nonprofit community theater, and is a licensed insurance agent. Attleboro Wealth Management advises individual and high-net-worth clients, trusts, estates, broker/dealers, and business entities, providing discretionary asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm employs a centralized investment process using fundamental, quantitative, qualitative, and sector analysis to guide asset allocation, and offers tax-related services alongside its investment offerings.

Michael Dogum is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at Compass Ion Advisors, LLC since 2024 and previously spent 13 years with Pillar Wealth Advisors, LLC. Outside of advisory roles, he is a licensed insurance agent involved in multi-line insurance brokerage, including life, disability, and long-term care insurance. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various institutions, providing integrated financial planning, investment advisory, and retirement plan consulting. The firm employs a team-driven approach with a focus on strategic asset allocation and long-term investment horizons.

Robert Shaara is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with GreenLeaf Financial Network since 2020 and also owns and operates Verona Insurance Agency, where he has been involved in insurance sales since 1985. Outside of his advisory role, he manages the sales of non-securities insurance products through his insurance business. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities by providing portfolio management, financial planning, and investment consulting. The firm utilizes a range of investment strategies and emphasizes customized client solutions through its network of independent advisors.

Anthony Carrino is a CFP® and ChFC® with 23 years of experience in financial advising. He is affiliated with Roble, Belko and Company, Inc. and has worked with Roble Asset Management, Emmet & Company, First Institutional Securities LLC, and CPA Investment Solutions, LLC. Outside of his advisory role, he operates Sycamore Consulting, a part-time investment consulting business. Roble, Belko and Company provides wealth management services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations, focusing on larger households. The firm employs a strategic asset allocation and core/satellite approach, offering services that include retirement and philanthropic planning, and uses derivatives and sub-advisory relationships to address complex client needs.

Glen Gangewer is a Series 65-licensed financial advisor at Compass Ion Advisors, LLC with seven years of industry experience. He has been with Compass Ion Advisors since 2008. Outside of his advisory role, he serves as Treasurer on the missions committee of FBFC, overseeing budgeting, fundraising, and financial administration for the organization. Compass Ion Advisors serves individuals and families, including high-net-worth clients, trusts, retirement plan sponsors, educational institutions, and charitable organizations. The firm offers integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven model, managing approximately $1.59 billion with an emphasis on strategic asset allocation and long-term investment horizons.

Frederick Peters is a Series 65 licensed financial advisor with 11 years of industry experience. He has worked at Alden Capital Management since 2020 and previously spent six years with Bluestone Capital Management, LLC. Peters serves as a director for Bryn Mawr Bank Corp and Paycom Software Inc. Alden Capital Management serves individual clients, retirement plans, non-profit entities, and other investment advisers with approximately $1.5 billion in assets under management. The firm emphasizes customized asset allocation using a combination of internally managed strategies, third-party managers, and proprietary portfolios, supported by its Alden COVE technology platform.

Jason Mcgee is a financial advisor at Sentinel Asset Management, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at FS Investment Solutions, LLC and Lincoln Financial Distributors, Inc. McGee joined Sentinel in 2026 as part of an eight-advisor team. Sentinel Asset Management, LLC serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach, combining fundamental, technical, and cyclical analyses, and offers ongoing account monitoring with quarterly reviews and due diligence on third-party managers.

Stephen Erfle is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Thrive Wealth Management, LLC since 2013. He is a 50% owner of A TWM JV, LLC, a partner in Singularity Planning Group, LLC, where he provides financial planning services. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting services. The firm employs client-specific strategies using model portfolios, mutual funds, ETFs, individual securities, and tax-aware management techniques.

Mark Zinman is a financial advisor with Integrity Investment Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Comprehensive Advisors LLC since 2006 and has been involved with Zinman & Company P.C. since 1986. Outside of financial advising, he serves as president of a cellular telephone business and participates in several other ventures, including retail clothing sales and tax and accounting services. Integrity Investment Advisors, LLC serves individuals, families, trusts, non-profits, pension plans, and businesses, managing approximately $67 million across about 170 client relationships. The firm offers financial planning and portfolio management using a fiduciary approach focused on diversified, low-cost, tax-aware investments and incorporates accounting, tax, and retirement administration services into its client solutions.

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.