Jacob Riloff is a financial advisor at Victory Wealth Partners with 32 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, Victory Asset Management Co., Inc., TFS Securities, Inc., and Valens Group, LLC. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach combines momentum and fundamental analysis with quantitative screening and fiduciary scoring, managing portfolios through mutual funds, ETFs, and model allocations on both discretionary and non-discretionary bases.

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.

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.

Richard Everett is a CFP® and CFA® with 18 years of industry experience. He is affiliated with Key Financial, Inc., where he serves as Chief Investment Officer and assists with portfolio management. Everett has a long tenure at both Key Financial, Inc. and Royal Alliance Associates. Key Financial, Inc. provides comprehensive financial planning and portfolio management services for individuals, trusts, pension plans, and charitable organizations. The firm emphasizes long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, combining planning with ongoing portfolio monitoring and rebalancing through discretionary accounts custodied at Pershing/Osaic Wealth.

Marc Labadie is a CFP® professional with 19 years of industry experience. He has been with RTD Financial Advisors Inc in Philadelphia, PA since 2006. RTD Financial Advisors serves individuals, families—including high-net-worth clients—and a variety of institutional clients such as 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 an investment approach focused on individualized policy statements, asset allocation, and ongoing portfolio oversight.

Benjamin Baehr is an advisor with JECohen & Co., LLC and holds a Series 65 designation. He has been with JECohen & Co. since 2025 and previously worked at Educational Testing Service for 11 years. Baehr is also an insurance agent with The Insight Insurance Group, dedicating a portion of his time to insurance sales and services. JECohen & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, pension plans, institutions, and small businesses. The firm follows a value-oriented, bottom-up fundamental approach focused on capital preservation and utilizes opportunistic allocations into undervalued or distressed securities.

Alexander Sobkowiak is a financial advisor at Odyssey Capital Advisors Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at PGIM, Inc. and Temple University. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm tailors investment programs to clients’ goals and risk tolerances, employing a variety of strategies including fundamental analysis, long-term holdings, trading, and options.

Daniel Berkowitz is a CFA® charterholder with seven years of industry experience. He has worked at Prudent Management Associates since 2019 and was previously employed at Vanguard from 2015 to 2019. Based in Philadelphia, PA, he is part of a five-advisor team at Prudent Management Associates. Prudent Management Associates provides discretionary portfolio management and limited consulting services to high-net-worth individuals, charitable institutions, foundations, endowments, and corporate plans. The firm manages approximately $1.23 billion for around 210 clients, employing primarily low-cost, no-load mutual funds and offering four risk-based model portfolios tailored by asset allocation and regularly rebalanced.

Shayna Harvey is a CFP® and ChFC® with 25 years of experience in the financial industry. She is currently an advisor at JECohen & Co., LLC and has held roles at The Insight Advisory Group, LLC and The Insight Insurance Group since 2015, as well as operating Shaylear Financial, LLC since 2010. Outside of her advisory work, she volunteers as a program director and workshop facilitator for the Institute for Financial Success, a financial ministry at New Covenant Church of Philadelphia. JECohen & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, pension plans, and small businesses. The firm employs a value-oriented, bottom-up fundamental investment approach focused on capital preservation and long-term horizons, managing approximately $77.8 million across private pooled vehicles and separately managed accounts.

Connor Knox is a CFP® professional at Brandywine Oak Private Wealth LLC with two years of industry experience. Prior to joining Brandywine Oak, he worked at Corient Services LLC, Riskalyze, Envestnet, and Sei. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, providing financial planning, consulting, and both discretionary and non-discretionary investment and wealth management. The firm uses a goal-oriented investment approach based on family financial wealth plans, emphasizing low-cost, broadly diversified ETF core allocations, tax minimization, and behavioral finance principles.

Harold Sawyer, Jr. is a financial advisor with Westover Capital Advisors, LLC, where he has worked since 1999, bringing 26 years of industry experience. He holds leadership roles outside of investment advising, serving as chairman and CEO of The RAL Group, LLC, an entity formation and corporate filing business. Additionally, he serves as a director for several holding companies affiliated with Anheuser-Busch InBev. Westover Capital Advisors manages approximately $568.6 million for around 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides discretionary investment management, wealth advisory, and consulting services, employing a mix of fundamental and technical analysis alongside strategic asset allocation.

Jeffrey Leppert is a financial advisor with Market Street Wealth Management who holds Series 63 and Series 66 designations and has 28 years of industry experience. He has been with Market Street Wealth Management since 2011 and has prior experience with USA Financial Securities Corp, Market Street Financial Group, and Dynamic Financial Service Inc. Outside of his advisory role, he is co-owner of a charitable foundation, the Beatus Charitable Fund. Market Street Wealth Management is an SEC-registered firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term, fundamental analysis-based investment approach and utilizes diversified mutual funds and ETFs tailored to client goals and risk tolerance.

Lacy Redwine is a financial advisor at Conservest Capital Advisors Inc with one year of industry experience. She holds a Series 65 designation and has prior work experience at Tradezero America, Inc. and Artisan Smiles. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, and various institutional clients. The firm uses a customized investment strategy process focused on macroeconomic analysis and long-term, low-turnover portfolios, managing approximately $1.7 billion in discretionary assets across six advisors.

Dennis Perdue is a Series 65-licensed advisor with Westover Capital Advisors, LLC, based in Wilmington, DE, with four years of industry experience. He previously worked at Whisman Giordano & Associates, LLC and Master, Sidlow & Associates, P.A. Mr. Perdue is also a CPA who operates an accounting and tax preparation business outside of his advisory role. Westover Capital Advisors manages approximately $568.6 million for about 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary investment management, wealth advisory, and consulting services, integrating tax and accounting services through a formal affiliate relationship.

James Hall is a CFP® professional with 38 years of industry experience. He has been with Affinity Wealth Management LLC since 2018 and previously worked at Mercap Securities, LLC and Coastal Equities, Inc. Hall holds Series 63 and Series 65 licenses. Affinity Wealth Management LLC manages approximately $760 million for around 617 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term investment approach combining fundamental, technical, cyclical, and charting analysis to create customized portfolios across various asset classes.

Richard Lerch is a financial advisor with Prudent Management Associates in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at Prudent Management Associates since 2008 and at Prudent Brokerage Associates since 2010. Prudent Management Associates serves high-net-worth individuals and institutional clients, including corporate pension plans and charitable organizations, providing discretionary portfolio management and limited consulting services. The firm utilizes low-cost mutual funds and model risk-based portfolios, combining quantitative models with Investment Committee oversight.

Robert Pulsifer is a financial advisor at Almanack Investment Partners with 28 years of industry experience. He holds the CFP® and CFA® designations and has worked at MerCap Securities, LLC and Almanack Investment Partners. Outside of his primary role, he is the owner and adviser of Junto Wealth, LLC, a financial planning business. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm emphasizes diversified, risk-conscious model asset allocation portfolios and manages a range of strategies, including adviser-managed pooled investment vehicles and affiliated private funds.

Corey Mac Dougall is a financial advisor at Oakbourne Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oakbourne Advisors since 2021, following a six-year tenure at SEI Investments Distribution Co. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage client portfolios, typically on a discretionary basis, with ongoing monitoring and at least semi-annual reviews.

Luke Smith is a financial advisor at DT Investment Partners, LLC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining DT Investment Partners, he worked at FS Investment Solutions, FS Investments, and spent three years at Drexel University. DT Investment Partners provides investment management and financial planning services to a range of clients, including individuals, high-net-worth clients, pension plans, trusts, and municipalities. The firm employs an active management approach combining fundamental and technical analysis to adjust asset allocations across multiple asset classes.

Jerry Davidse is a financial advisor at Presilium Private Wealth, LLC with 24 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on the advisory boards of several nonprofit organizations, including KIPP Philadelphia and the Cambodia Rural Student Foundation. Presilium Private Wealth is a team-based registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers comprehensive portfolio management and financial planning services, employing a mix of passive and active strategies across multiple asset classes and combining investment management with business consulting services.