Mildred Louise Santos is a CFP® with 13 years of industry experience, currently serving at Common Cents Planning. Her prior roles include positions at The Vanguard Group, Inc. and PNC Investments LLC. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning, managing approximately $542 million for around 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to construct tailored portfolios, providing both discretionary and non-discretionary portfolio supervision.

Ryan Cross is a CFP® with five years of industry experience and is associated with Clariti Wealth Advisors in Wilmington, DE. He has concurrently worked with Schiavi + Dattani, J.P. Morgan Securities Inc., and JPMorgan Services Inc. since the early 2000s. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in assets. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and real assets, using both active and passive strategies, and integrates financial planning with investment management through its Financial Plan Management service.

Julia Hopson is an advisor at Odyssey Capital Advisors Inc. with a Series 65 designation and one year of industry experience. Prior to joining Odyssey, she held roles at Pitcairn Trust Company and has experience working in other sectors including fitness at CorePower Yoga and hospitality at Village Brewing Co. Additionally, she has been involved with Temple University over multiple years. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment programs using fundamental analysis and a range of strategies while offering ongoing portfolio monitoring and coordinating with third-party managers.

James Nelson is a CFP® with seven years of industry experience, currently serving as an advisor at Affinity Wealth Management LLC. His prior experience includes roles at Merrill and Raymond James Financial Services. Nelson is also a licensed insurance agent in Wilmington, Delaware. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans with a primarily long-term investment approach that combines various analytical methods to build customized portfolios.

Miguel Biamon is a financial advisor at NewSquare Capital, LLC with 23 years of industry experience. He has held roles at NewSquare Capital since 2018 and previously worked at Blue Bell Private Wealth Management from 2016 to 2018. He holds Series 63 and Series 65 credentials. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of pension and trust plans. The firm emphasizes diversified, strategic asset allocation using exchange-traded funds, equities, and fixed income, supplemented by sub-advisory partnerships and tax-aware investment strategies.

Christina Copeland is a financial advisor with Conservest Capital Advisors Inc, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with Conservest Capital Advisors since 2003. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm employs a customized investment strategy based on in-depth client interviews, combining macroeconomic and fundamental analysis with long-term, low-turnover approaches using ETFs, no-load mutual funds, and individually selected bonds.

Matthew Beardwood is a financial advisor at Westover Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Glenmede from 2012 to 2016 before joining Westover Capital Advisors in 2016. Westover Capital Advisors manages approximately $568.6 million for about 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides discretionary investment management, wealth advisory, and consulting services, integrating tax and accounting offerings through a formal affiliate relationship.

Kristin Sindoni is a financial advisor with Conservest Capital Advisors Inc, holding a Series 65 designation and 18 years of industry experience. She has been with Conservest since 2008. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm’s investment approach involves customized strategies based on in-depth client interviews, combining macroeconomic and fundamental analysis, and emphasizes long-term, low-turnover holdings using ETFs, no-load mutual funds, and individually selected bonds.

Andrew Zuch is a Senior Financial Advisor at MDRN Capital with four years of industry experience. He holds a Series 65 credential and has worked at MDRN Capital since 2023. Prior to this, he has been involved with Procapita Partners DBA Viquity Asset Management and Thrivest Legal Funding since 2021. Outside of advisory work, he is a licensed insurance agent providing clients with solutions for protection, tax-free retirement income, legacy planning, and retirement income planning. MDRN Capital offers discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a primarily long-term investment orientation, utilizing a range of investment vehicles and independent managers.

Hannah Marin is a financial advisor at Grey Fox Wealth Advisors, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Grey Fox Wealth Advisors, she worked at The Vanguard Group and held roles at Athleta and Tristate Financial Advisors. Marin also served in the Army National Guard from 2016 to 2022. Grey Fox Wealth Advisors is a Delaware-registered firm that serves individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages approximately $699 million in client assets, offering discretionary investment management, financial planning, and retirement plan consulting with customized portfolios focused on low-cost mutual funds and ETFs.

Mark Eggleston is a CFP® certificant with six years of industry experience, currently with RiversEdge Advisors since 2024. He previously worked at myCIO Wealth Partners for six years and held positions at JP Morgan Bank and the University of Delaware. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs an investment approach based on modern portfolio theory, utilizing ETFs and strategic asset allocations tailored to client goals and risk tolerances.

Kevin Harper is a financial advisor at Almanack Investment Partners with 16 years of industry experience. He holds a Series 65 designation and has been with Almanack since 2016. Harper is also affiliated with Gadsden, LLC, where he has worked since 2018. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm uses a model-driven, risk-conscious approach to asset allocation and manages a range of strategies, including adviser-managed pooled vehicles and private funds.

Ashley Gardiner is a financial advisor at Praetorian Guard, a division of Praetorian Wealth Management, Inc., holding a Series 65 credential. She has zero years of industry experience and previously served as a United States Army Officer from 2014 to 2025. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages over $598 million across various client relationships and employs a research-driven approach combining fundamental and cyclical analysis.

Matthew Macneal is a financial advisor at Veery Capital, LLC with 28 years of industry experience. He holds the CFP® designation and the Series 63 license. His prior experience includes roles at Purshe Kaplan Sterling Investments, Inc., Cambridge Investment Research, and Tegler Mchenry. Outside of his advisory work, he is a partner in a holding company and an insurance agent, and he provides 401(k) participant education through MyWellCents. Veery Capital serves individuals, high-net-worth clients, families, trusts, businesses, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm’s investment approach is based on modern portfolio theory, emphasizing strategic asset allocation primarily through ETFs and passive mutual funds, with customized portfolios tailored to clients’ goals and risk tolerance.

Jason Ray is a financial advisor at Zenith Wealth Partners in Philadelphia, PA, with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Carnegie Wealth Management and Strategic Financial Alliance. Outside of his advisory role, he serves on several nonprofit boards focused on community development and youth programs, including Vetri Community Partnerships, Students Run Philly Style, Cobbs Creek Foundation, and the Leon H. Sullivan Charitable Trust. Zenith Wealth Partners serves individuals, small businesses, retirement plan sponsors, and charitable organizations by providing financial planning, portfolio management, business planning, retirement plan consulting, and evaluation of direct private investments. The firm’s investment approach combines long-term capital-market assumptions with diversified index exposures and selective active management, monitored through documented policies and a multi-factor scoring framework.

Jonathan Smith is a CFA® charterholder with 22 years of industry experience. He has been with DT Investment Partners, LLC since 2011. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tailor investment strategies according to client risk profiles.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.

Stephen Mcguire is a CFA® charterholder and Series 63 licensee with one year of industry experience. He currently serves as an advisor at Wealthcare Advisory Partners LLC and previously worked at Bank of China from 2015 to 2020. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term oriented portfolios that include a range of investment options.

Grant Rawdin is a CFP® professional with 34 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 1987. He holds a Series 63 license and is based in Philadelphia, PA. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process supported by individualized Investment Policy Statements.

Jesse Pellegrino is a financial advisor at Wealthcare Advisory Partners LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at IAM Advisory LLC, Investment Advisors Asset Management, LLC, and Royal Alliance Associates, Inc. prior to joining Wealthcare. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary Wealthcare software and combines evidence-based, quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.