David Hargrove is a CFA® charterholder with 29 years of industry experience. He is a financial advisor at Smithbridge Asset Management, Inc. and has previously worked at Bassett Hargrove Investment Counsel LLC and Tucker Hargrove Management Inc., where he currently holds a president position. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments, with a focus on disciplined equity selection and diversified fixed income strategies. The firm manages accounts on both discretionary and institutional bases and is notable for managing a registered mutual fund and providing portfolio management to pooled investment vehicles.

George Limbach is a financial advisor with Compass Ion Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Compass Ion Advisors since 2008 and at Keel Point since 2023. Outside of his advisory work, he serves as treasurer for St. Mary Magdalene Community, president and board chair of PAR-Recyle Works, a nonprofit providing employment to ex-offenders, and is involved with nonprofit music and missionary organizations in governance and investment oversight roles. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations, managing approximately $1.59 billion in assets. The firm employs a team-driven approach focused on strategic asset allocation and long-term holding periods, utilizing a range of investment products and providing integrated financial planning with ongoing portfolio management.

Christopher Coloracci is a financial advisor with Alden Investment Group, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Alden Investment Group since 2019 and previously spent nine years at Oppenheimer & Co. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management as well as retirement-plan advisory and fee-only financial planning services. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

Sarah Shaw is a CFP® with four years of industry experience, currently serving as a financial planning associate at Veery Capital, LLC. She previously worked at Purshe Kaplan Sterling Investments and Northwestern Mutual and has been involved with S.E. Shaw Financial Services since 2006. Shaw also provides 401(k) participant education through MyWellCents, offering one-on-one financial planning for retirement plan participants. Veery Capital serves individuals, families, trusts, businesses, and employer-sponsored retirement plans with discretionary investment management and financial planning services. The firm’s approach is based on modern portfolio theory, emphasizing strategic asset allocation through ETFs and passive mutual funds, with customized portfolios tailored to clients’ goals and ongoing monitoring.

Robert Decampli Jr is a financial advisor with Vermillion & White Wealth Management Group in Phoenixville, PA, holding a Series 63 designation and 11 years of industry experience. He has worked at Vermillion & White since 2014 and has been associated with Guardian Life Insurance Co of America since 2009. Outside of financial advising, he operates a CPA accounting practice focused on tax preparation and accounting services. Vermillion & White Wealth Management Group serves individuals, institutions, pension plans, trusts, and charitable organizations, managing approximately $231 million across several hundred accounts. The firm provides portfolio management, financial planning, and pension consulting, using an investment approach based on asset allocation, diversification, and periodic rebalancing informed by research and third-party models.

William Hall is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Conservest Capital Advisors Inc since 2019, following prior roles at Bank of America and Merrill Lynch. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes a customized investment strategy based on macroeconomic analysis and scenario planning, managing portfolios in-house with a focus on long-term, low-turnover investments using ETFs, no-load mutual funds, and selected bonds.

Marvin Barron III is a CFP® with 15 years of experience currently serving at TGS Financial Advisors, where he has worked since 2003 in multiple tenures. His prior experience includes eight years as a self-employed advisor. Outside of financial advising, he is the proprietor of MLB Consulting, offering personal coaching focused on personal growth topics. TGS Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers wrap fee programs and employs a variety of investment strategies, including mutual funds, ETFs, and options, supported by third-party platforms and AI oversight.

Sean Gunning is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials and 11 years of industry experience. His work history includes roles at Arkadios Capital, Realta Investment Advisors, and ADP LLC. He maintains an inactive business entity, Top Gunning, LLC, which was formerly used for real estate investments. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, offering a 12-month tax mitigation program and access to alternative investments. The firm manages most accounts on a non-discretionary basis, employing both fundamental and technical analysis with a long-term investment orientation.

Matthew Barr is a financial advisor at Wick Capital Partners, LLC, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at Wick Capital Partners since 2019 and previously spent four years at Axa Advisors, LLC. Wick Capital Partners provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, managing approximately $930 million in discretionary assets. The firm develops portfolios from comprehensive financial plans and manages accounts using fundamental analysis with a mix of active and passive strategies, also offering retirement-plan consulting under ERISA frameworks.

Caitlin Escoffery is a financial advisor at Beacon Bridge Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation. Prior to joining Beacon Bridge Wealth Partners, she worked at Kaplan International from 2012 to 2020. Beacon Bridge Wealth Partners provides personalized financial planning and investment management services to individuals, families, and entities such as family offices and qualified retirement plans. The firm employs a primarily long-term, ETF-based investment approach tailored to client objectives and risk profiles, managing approximately $426.6 million in assets across six advisors.

Troy Vogt is a CFP® with 16 years of industry experience, currently serving at Market Street Wealth Management, LLC since 2011. He also holds ownership and the presidency of Vogt Financial Inc., a financial planning and investment advice firm. Troy’s background includes roles at USA Financial Securities, Inc. and Market Street Tax and Insurance Services. Market Street Wealth Management advises individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to unaffiliated money managers and private investment funds. The firm employs a fundamentals-driven, long-term investment process with diversified portfolios primarily consisting of mutual funds and ETFs.

Jason Walsh is a financial advisor at Cresap, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cresap since 2000. Walsh also acts as an agent on some insurance policy sales outside of the broker/dealer's books and records. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm provides both fee-based and transaction-based portfolio management and advisory services, with a focus on non-discretionary client relationships and an affiliated clearing relationship with Wells Fargo.

Mercedes Petrellis is a financial advisor at Comprehensive Investment Management, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at iPipeline and Advanced Technology Services. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm employs a long-term, low-turnover investment strategy using primarily no-load, actively managed equity mutual funds with significant foreign exposure and index bond funds, and integrates tax preparation and planning through its affiliation with accounting services and a team with diverse professional credentials.

Erich Yost is a CFA charterholder with six years of industry experience. He is currently with Almanack Investment Partners, where he has worked since 2024. Prior to Almanack, he held roles at Savvy and Veritable, LP. 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 asset allocation strategies and manages both pooled investment vehicles and separate accounts.

Adam Peltzman is a CFP® professional with 25 years of industry experience. He is currently with Certior Financial Group, LLC and has previously worked at Mutual Securities, Inc. and VOYA Financial Advisors. Outside of his advisory role, he serves on the board of a nonprofit organization focused on volunteering, support, and fundraising. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a wide range of clients, including individuals, trusts, and corporations. The firm combines hands-on financial planning with flexible, actively managed portfolio strategies and regularly reviews client objectives and risk tolerance.

Brook Hart is a CFP® professional with nine years of industry experience. He is currently with Presilium Private Wealth, LLC, where he has worked since 2022. Prior to this, he held roles at Bank of America, N.A. and Merrill. Presilium Private Wealth is a discretionary investment adviser managing approximately $671.7 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing a fiduciary, client-centered approach that integrates fundamental analysis with a mix of passive and active strategies across a broad investable universe.

Ross Danzig is a financial advisor with Oakbourne Advisors in West Chester, PA, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at SEI Investments Distribution Co from 2016 to 2022 and has been with Oakbourne Advisors and Northstar Asset Management LLC since 2022. Oakbourne Advisors provides investment advisory services and financial planning to individuals, high-net-worth households, retirement plans, trusts, and business clients. The firm manages discretionary portfolios using a combination of fundamental, technical, charting, and cyclical analysis, with a multi-office platform serving clients through five locations.

Winfield Young is a financial advisor at Clearview Financial Partners with 27 years of industry experience. He holds the Series 66 designation and has worked at Clearview since 2018. Prior to that, he was with The Wharton Advisory Group and LPL Financial from 2010 to 2018, and at Charles Schwab from 2001 to 2002. Clearview Financial Partners provides asset management, financial planning, and retirement-plan consulting primarily for individuals, high-net-worth clients, and small businesses. The firm manages approximately $1.06 billion across more than 600 client relationships, using an open-architecture approach with access to third-party portfolio managers and private market investments.

David Ritrovato is a CFP® professional with 35 years of industry experience. He has been with Bluesphere Advisors LLC since 2016 and previously worked at Ameriprise from 2003 to 2016. Bluesphere Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions. The firm provides discretionary and non-discretionary investment management, financial planning, and business-transition consulting, using a primarily long-term, portfolio-driven approach that incorporates institutional mutual funds, ETFs, individual equities, fixed income, and derivatives for portfolio construction and risk management.

Richard Capasso is a CFP® professional with 33 years of experience in financial advisory services. He has been associated with CPC Financial Planning, Inc. since 1988 and previously worked at Royal Alliance Associates and LPL Financial. In addition to his advisory role, he is involved with Clairmont, Paciello & Co., a tax preparation and accounting firm where he has worked since 1984. CPC Financial Planning, Inc. offers written financial planning, annual plan monitoring, and hourly advice to individuals and business clients, focusing on coordinated recommendations across investments, tax, retirement, insurance, and estate matters. The firm emphasizes a non-discretionary, fee-for-service approach integrated with a certified public accounting practice and affiliated brokerage and insurance channels.