Kevin Lake is a CFP® with 12 years of industry experience, currently serving at Common Cents Planning. His prior work includes roles at MML Investors Services LLC, MassMutual Life Insurance Co., New York Life Securities Insurance Co., and Cumby, Spencer & Associates Financial Group. He is also involved in fixed insurance sales. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning. The firm manages approximately $542 million across about 450 clients, emphasizing client-specific investment policy statements and fundamental analysis to construct tailored portfolios.

Bray Hansel is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Sterling Investment Advisors Ltd. since 2017. Prior to joining Sterling, he worked at Radnor Financial Advisors for one year. Outside of his advisory role, Hansel coaches girls' soccer teams at Penn Fusion Soccer Academy. Sterling Investment Advisors Ltd. manages nearly $1 billion in discretionary assets for individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, derivatives, and alternative vehicles such as private and interval funds, tailoring portfolios through client-driven investment policies.

James Pepperman is a financial advisor with Alden Capital, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at J Alden Associates, Mcg Securities, Azarias Capital Partners, Kestra Investment Services, and New England Securities. He is involved with the nonprofit NorthStar of Chester County. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and nonprofit entities, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, emphasizing customized asset allocation through a combination of internally managed strategies, third-party managers, and proprietary technology.

Jonathan Kolle is a CFA® charterholder with 27 years of experience in the financial industry. He is a senior advisor at Smithbridge Asset Management, Inc., where he has worked since 1999. Prior to this, he was with Financial Freedom Innovations, Ltd for one year. He also serves as President and Chief Compliance Officer of Smithbridge Asset Management, LLC. Smithbridge Asset Management is an SEC-registered advisory firm that provides financial planning and portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm serves a diverse client base including high-net-worth and institutional clients, with an investment approach focused on disciplined, fundamentally driven equity selection and diversified fixed-income strategies.

Garrett Roach is an advisor with Concentus Wealth Advisors, holding Series 63 and Series 65 licenses. He has been with the firm since 2024 and has prior experience working at the Yacht Club of Stone Harbor. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm emphasizes continuous supervision of client accounts across a broad range of asset classes and tailors strategies for special situations such as low-basis stock and complex tax matters.

Benjamin Tuscai is a CFP® with 11 years of industry experience, currently serving as an advisor at Sunpointe Investments since 2023. Prior to joining Sunpointe, he worked at The Vanguard Group for eight years. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that combines fundamental and behavioral analysis, blending active and passive strategies while offering a range of services including family-office support and consolidated performance reporting.

Eric Hildenbrand is a CFA® charterholder with nine years of industry experience. He is currently with Aurdan Capital Management, LLC and previously worked at Coho Partners, Ltd. and Haverford Financial Services, Inc. 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 process based on asset allocation models supported by fundamental analysis, charting, and mutual fund/ETF evaluation.

Sara Turner is a CFP® with 13 years of industry experience. She is currently with Aurdan Capital Management, LLC, where she has worked since 2025. Her prior experience includes roles at Fidelity Investments, Brown Brothers Harriman & Co., and Haverford Financial Services. Aurdan Capital Management provides discretionary investment management and financial planning to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages over $526 million in assets and utilizes asset allocation models supported by fundamental analysis and portfolio monitoring.

Michael Jordan is a financial advisor at Traynor Capital Management with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Charles Schwab and Pacific Life Insurance Company. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations. The firm offers tailored portfolio management and financial planning, emphasizing direct stock ownership through a proprietary methodology, and manages over $2.4 billion with a seven-advisor team.

Jennifer Garrett is a CFA® charterholder with 31 years of experience in the financial industry. She has been with Ellis Investment Partners, LLC since 2013. Outside of her advisory role, she serves as chair of the investment committee for the BARC Foundation, a nonprofit supporting people with disabilities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client objectives and risk tolerance, with an emphasis on diversification and tax-aware management.

Derek Lemke is a CFP® with 22 years of industry experience, currently serving at Ellis Investment Partners, LLC. He has worked at Ellis since 2015 and has also been a pilot for American Airlines and Piedmont Airlines. In addition to his advisory role, he is a licensed agent selling life, health, disability, long-term care, and annuity insurance products. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional clients with portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes dynamic asset allocation, diversification, and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Richard Clairmont is a financial advisor with CPC Financial Planning, Inc. He holds a Series 66 designation and has 11 years of experience in the industry. His work history includes roles at LPL Financial and Royal Alliance Associates, as well as a long-standing association with Clairmont, Paciello & Co. P.C., a tax preparation and accounting firm. CPC Financial Planning, Inc. provides written financial planning, annual plan monitoring, and hourly advice to individuals and business entities, focusing on coordinated recommendations across investments, tax planning, retirement, insurance, and estate matters. The firm operates on a non-discretionary, fee-for-service model and is closely integrated with a CPA practice to support tax and accounting coordination within the planning process.

Michael De Quevedo is a financial advisor at Almanack Investment Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BFC PLANNING, Inc. for five years. Outside of his advisory work, he is an investor in a privately held fiber optic internet company through Toz LLC. Almanack Investment Partners provides investment management and financial planning services to a range of individual and institutional clients. The firm utilizes model asset allocation portfolios emphasizing diversified, risk-conscious investments and manages various pooled vehicles and affiliated private funds.

Ryan Vermillion is a financial advisor at Vermillion & White Wealth Management Group with 19 years of industry experience. He holds a Series 66 designation and has been with Vermillion & White since 2013. Outside of his advisory role, he serves as a part-time middle school football coach in the Owen J. Roberts School District. Vermillion & White Wealth Management Group provides portfolio management, financial planning, and pension consulting services to individuals, institutions, and charitable organizations. The firm emphasizes aligning portfolios with clients’ risk tolerance and objectives through asset allocation, diversification, and ongoing monitoring, managing approximately $231 million across several hundred accounts.

Michael D'Antonio is a Certified Financial Planner (CFP®) with 10 years of industry experience. He currently serves at DT Investment Partners, LLC and previously worked for The Vanguard Group, Inc. and Vanguard Marketing Corporation for a decade. DT Investment Partners provides discretionary and non-discretionary investment management and comprehensive financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tactically adjust asset allocations across multiple asset classes.

Sean Gallagher is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Thrive Wealth Management since 2023 and previously held roles at Mass Mutual Greater Philadelphia and Temple University. Prior to entering the financial industry, he spent over a decade in primary and secondary education. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors by providing investment management, financial planning, and retirement consulting services. The firm employs client-specific strategies using a variety of model portfolios and investment vehicles, with an emphasis on tax-aware management and regular portfolio reviews.

Lin Fei is a financial advisor with Sun Global LLC and holds a Series 65 designation. Lin has extensive work history including 24 years at Colgate and has been involved with Stillwell Investment LLC and Fax Realty LLC for over a decade. Lin is currently retired. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individuals, using a risk questionnaire and Investment Policy Statements to guide investment decisions. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis with long-term investing, short-term trading, and options strategies.

Gary Gallagher is a financial advisor with Certior Financial Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked with Mutual Securities, Inc. and Voya Financial Advisors, Inc. before joining Certior Financial Group, where he has been since 2016. Outside of financial advising, Gallagher is involved with Trinity Christian UCC as a member of its finance, property, and community committees, and he is a partner in an organic composting business. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a broad client base, including individuals, trusts, and business entities. The firm combines hands-on financial planning with discretionary portfolio management, using both active and passive investment vehicles, third-party sub-advisers, and conducts regular client reviews to adjust strategies based on market conditions and client needs.

David Benfer is a CFP® with 32 years of industry experience, currently serving as an advisor at Veery Capital, LLC. He has worked at Purshe Kaplan Sterling Investments, Inc. since 2018 and previously spent six years with Cambridge Investment Research Advisors, Inc. Benfer also provides financial education and one-on-one planning to 401(k) plan participants through the WellCents program. Veery Capital, LLC offers investment advisory and financial planning services to individuals, families, and institutions, managing approximately $802 million in assets. The firm uses a modern portfolio theory-based approach with strategic asset allocation primarily through ETFs, supplemented by other investment vehicles, and delivers services through a team of six advisors.

Tracy McGuire is a CFP® professional at Brandywine Oak Private Wealth LLC with 36 years of industry experience. She has worked at Merrill, Bank of America, Wyeth Private Wealth, and Purshe Kaplan Sterling Investments before joining her current firm. She is also a trustee for her sister's trust and a licensed independent insurance agent. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities by providing financial planning, consulting, and both discretionary and non-discretionary investment and wealth management services. The firm employs a goal-oriented investment approach that emphasizes low-cost, diversified ETF allocations, tax minimization, and behavioral finance principles.