Kate Poole is a financial advisor at Natural Investments with seven years of industry experience. She holds a Series 65 designation and has worked at Natural Investments since 2018, following prior roles at RSF Social Finance and Regenerative Finance. Natural Investments is a values-focused firm serving individual clients—including high-net-worth households—institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes asset-class diversification and long-term investment strategies primarily utilizing socially responsible funds and community investment instruments.

Joann Morgano is a financial advisor at Laurel Oak Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 18 years. Outside of her advisory role, she co-hosts a financial TV show, "It's Your Money with Jo Ann and Martin," where she discusses financial topics with industry experts. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and the use of independent managers, serving clients through a wrap fee program.

Harry Mccullough is a CFP® with 28 years of industry experience and has been with Comprehensive Investment Management, LLC since 2005. He is based in Philadelphia, PA, and holds the Series 63 designation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified allocations using primarily actively managed equity mutual funds with significant foreign exposure and index bond funds, following a long-term, low-turnover strategy integrated with tax planning through its team credentials.

Tyler Burns is a CFP® professional currently with Compass Ion Advisors, LLC, holding securities licenses Series 63 and Series 65. He has three years of industry experience and has previously worked at Ballentine Capital Advisors and Efficient Advisors LLC. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, colleges, schools, and charitable organizations by providing integrated financial planning, investment advisory, and retirement plan consulting services. The firm manages approximately $1.59 billion and employs a team-driven approach focused on strategic asset allocation and long-term investment holding periods.

William Love Jr. is a CFP® professional at RTD Financial Advisors Inc with 21 years of industry experience. He has been with RTD Financial Advisors since 2018 and previously worked at The Marshall Financial Group, Inc. from 2006 to 2018. He serves as president of the Financial Planning Association Philadelphia Tri-State chapter and is also involved in professional coaching. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients such as pension plans 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 specialized retirement-plan support.

Philip Matalucci IV is a CFP® and Series 66-registered advisor at Amplius Wealth Advisors with six years of industry experience. He previously worked at Merrill and Merrill Lynch before joining Amplius Wealth Advisors in 2022. He is also an independent licensed insurance agent for life and health insurance. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm offers customized discretionary advice and leverages affiliations with Amplius Asset Management and Dynasty Financial Partners to support its investment management and operational capabilities.

Eric Rohtla is a CFP®-certified financial advisor with four years of industry experience, currently with Passive Capital Management, LLC. Prior to joining Passive Capital Management, he held positions at the Academy of the New Church and The Vanguard Group, Inc. He has also been involved with the Glencairn Museum during his career. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors and serves individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm follows a passive, asset-allocation investment approach using index mutual funds and ETFs, offering discretionary and non-discretionary management along with ERISA 3(21) retirement plan advisory services.

Heather Mcmeekin is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Mitchell Sinkler & Starr since 2015. Mitchell Sinkler & Starr advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. The firm emphasizes a long-term, goal-based investment approach with a combination of macro analysis and fundamental research, serving a concentrated client base with mostly advisory, non-discretionary accounts.

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, Series 65, and Series 66 designations and previously worked at Andrew Garrett, Inc. for 19 years. Bucks Capital Advisers provides asset management, comprehensive portfolio management, and retirement-plan consulting to individuals, trusts, pension and profit-sharing plans, non-profits, corporations, and private fund investors. The firm employs a range of investment strategies and offers access to private-fund strategies focused on nano-/micro-cap equities and commodities.

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.

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.

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.