Ronald Joyce Jr. is a financial advisor at IVC Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kestra Advisory Services and Kestra Investment Services prior to joining IVC Wealth Advisors. Joyce serves on the board of the Griffin Gives Foundation, a charitable organization assisting veterans and children in need, and holds leadership roles at local veterans and fraternal organizations. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm specializes in discretionary portfolio management, pension consulting, and retirement-account planning, employing tailored investment strategies that integrate fundamental, quantitative, and modern portfolio theory analyses.

Aaron Dessen is a CFP® and holds a Series 65 license, with eight years of experience in the financial industry. He has been with Payne Capital Management, LLC since 2017 and previously worked at CGO Consultants and Bridget's Steakhouse. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory, customizing portfolios to client risk tolerances and goals, and offers a range of services including financial planning, portfolio management, and financial coaching.

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.

Patrick Hansen is a CFP® with 16 years of industry experience, currently serving at Certior Financial Group, LLC since 2016. His prior experience includes roles at Mutual Securities, Inc. and Voya Financial Advisors. In addition to his advisory work, he volunteers with the After Innocence Project, assisting individuals who were wrongfully incarcerated. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse client base, including individuals, trusts, and corporations. The firm combines multi-disciplined financial planning with active and passive investment strategies, adjusting asset allocation based on market conditions and client needs.

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.

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.

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.

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

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.

Julie Macdade is a financial advisor at IVC Wealth Advisors LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo Advisors, Kestra Financial, and Private Client Services. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, pension consulting, and access to insurance products. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses to develop tailored investment programs and generally manages accounts on a discretionary basis.

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.

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 24 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 his advisory roles, Zinman is president of a cellular telephone business and participates in retail clothing sales and rentals, as well as tax and accounting ventures. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets and serving around 184 clients. The firm offers financial planning and portfolio management for individuals, families, trusts, non-profits, pensions, and businesses, employing a process that integrates written financial plans with discretionary or non-discretionary management focused on diversification, cost control, and tax efficiency.

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.

Joshua Manifold is a financial advisor at Compass Ion Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Compass Ion Advisors since 2012, with prior experience at Keel Point Capital and APW Capital, Inc. Compass Ion Advisors serves individuals and families, trusts, retirement plan sponsors, and various institutions by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm employs a team-driven advisory model focused on strategic asset allocation and long-term holding periods, managing approximately $1.59 billion across discretionary and non-discretionary accounts.

Zachary Hamm Phipps is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He currently serves as an advisor at Aurdan Capital Management, LLC, where he has worked since 2026. Prior to this, he spent 16 years at SEI Investments Management Corporation. Aurdan Capital Management provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages over $526 million in client assets and employs an investment approach that emphasizes asset allocation supported by fundamental analysis, charting, and mutual fund/ETF evaluation.

John Jim is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience, including 17 years at Ameriprise Financial Services, Inc., before joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm tailors portfolios to clients’ financial conditions and goals, generally favoring a long-term investment approach while incorporating a range of investment vehicles and third-party platforms for portfolio management.

Christian Abraham is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at United Capital, Facet Wealth, and SEI Investments. Thrive Capital Management provides discretionary investment management and one-time financial planning services to individuals, businesses, and charitable organizations. The firm manages approximately $397.7 million for about 589 clients using diversified model portfolios, fundamental security analysis, and a sub-advisor platform.

Timothy Kriegel is a financial advisor at Thayer Partners LLC with five years of industry experience. He holds the Series 65 designation and has worked at SELEE Corporation since 1997. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans with customized wealth management, financial planning, retirement-plan advisory, and business advisory services. The firm emphasizes a long-term investment approach grounded in fundamental analysis and offers a range of non-investment consulting services including fiduciary ERISA plan engagement and business advisory tied to Profit First methodology.