Patrick Magnuszewski is a CFP® with five years of industry experience, currently at Q3 Advisors, LLC. His prior roles include positions at Fidelity Investments and The Vanguard Group. Outside of his financial career, he works as an independent contractor providing pet care services. Q3 Advisors offers financial planning and tax-focused consulting services to individual clients, emphasizing fixed-fee engagements without managing investment portfolios or recommending specific securities.

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.

Brian Collins is a CFP® professional with 28 years of industry experience. He is a co-owner of Collins CPAs, an accounting firm providing accounting and tax preparation services, and has been with Comprehensive Investment Management, LLC since 2005. His background includes extensive work in both financial advising and tax preparation. Comprehensive Investment Management, LLC serves a small client base of individuals, trusts, corporations, and retirement plans, managing approximately $43.8 million. The firm offers discretionary portfolio management and financial advisory services, emphasizing diversified, long-term investment strategies and integrating tax planning with investment management.

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.

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.

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.

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.

Frederick Peters is a financial advisor at Alden Capital with 11 years of industry experience and holds a Series 65 designation. Prior to joining Alden Capital in 2020, he worked at Bluestone Capital Management, LLC. He serves as a director at Bryn Mawr Bank Corp and Paycom Software Inc. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion, providing discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm offers customized asset allocations combining proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform, and provides sub-advisory services, fee-only financial planning, and specialized retirement plan design and fiduciary support.

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.

Joshua Manifold is a financial advisor at Compass Ion Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Compass Ion Advisors since 2012, with prior experience at Keel Point Capital and APW Capital, Inc. Compass Ion Advisors serves individuals and families, trusts, retirement plan sponsors, and various institutions by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm employs a team-driven advisory model focused on strategic asset allocation and long-term holding periods, managing approximately $1.59 billion across discretionary and non-discretionary accounts.

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.

John Jim is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience, including 17 years at Ameriprise Financial Services, Inc., before joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm tailors portfolios to clients’ financial conditions and goals, generally favoring a long-term investment approach while incorporating a range of investment vehicles and third-party platforms for portfolio management.

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.

Gary Johnston is a financial advisor at Laurel Oak Wealth Management, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 20 years. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services for individuals, institutions, trusts, and businesses. The firm employs a mix of active and passive strategies, including tactical asset allocation and the use of independent managers, to serve a broad client base through its wrap fee program.

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.