Sean Flatley is a CFP® and holds a Series 66 license, with 26 years of industry experience. He has been with Sterling Investment Advisors Ltd. since 2000 and also worked at Purshe Kaplan Sterling Investments from 2011. Outside of his advisory work, he is a musician and serves as chairman of a networking group within the Irish American Business Chamber & Network. Sterling Investment Advisors, Ltd. provides discretionary portfolio management, retirement plan consulting, and financial planning to individuals, pension plans, charitable organizations, and business entities. The firm manages nearly $1 billion in assets and employs a range of investment vehicles including equities, fixed income, mutual funds, ETFs, derivatives, and cryptocurrency-related products.

William Stanley is the sole advisor at Stanley-Laman Group Ltd. in Berwyn, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience and has been with Stanley-Laman Group since 1991. Stanley-Laman Group serves both individual clients, including high- and ultra-high-net-worth individuals, and institutional clients such as pension plans, charitable institutions, and corporations. The firm offers portfolio management and financial planning services, utilizing a combination of bottom-up screening with proprietary software and top-down market research, and operates several private pooled funds alongside an affiliated broker-dealer and a specialty law firm.

Andrew Schaffer is a CFP® with 10 years of industry experience. He has worked at Ellis Investment Partners, LLC since 2021 and previously spent six years at The Vanguard Group, Inc. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, offering portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework and emphasizes diversification and tax-aware management, providing a range of investment options including mutual funds, ETFs, stocks, bonds, and options.

John Anderson is a CFP® with 33 years of industry experience. He currently serves as an advisor at Diversified, LLC and has previously worked at SEI Investments and its related companies for 27 years. Diversified, LLC offers financial planning and portfolio management services to individuals, high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process, ongoing asset management, and uses a combination of third-party managers and technology platforms to tailor portfolios, including bespoke options like Elite bundled services and wrap programs.

Evan Evans is a financial advisor at Onyx Bridge Wealth Group LLC with eight years of industry experience. He holds a ChFC® designation and Series 63 license. His prior experience includes roles at Northwestern Mutual, Provenance Capital, and Mass Mutual Investors Services. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients with asset management, financial planning, retirement plan consulting, and trust establishment services. The firm uses a combination of third-party research and proprietary portfolio models, offering customized investment solutions that include ETFs, structured products, alternative investments, and specialized tax-management strategies.

Timothy Thomas is a financial advisor with Members Wealth LLC in Media, PA, holding Series 65 and Series 66 licenses and 16 years of industry experience. His career includes roles at BNY Mellon Advisors, Lockwood Financial Services, and multiple periods at Members Wealth LLC and other firms. He has also been involved with Cate School and Swell Athletic Club. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm uses fundamental analysis and long-term portfolio construction with low-cost mutual funds and ETFs, supplemented by individual stocks, bonds, and options, and operates as a five-advisor team managing roughly $280 million in client assets.

Robert Kuberski Jr. is an advisor at NewSquare Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services, Cohen & Steers, Eaton Vance Management, and Ridgeworth Capital Management. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a range of individual and institutional clients. The firm focuses on diversified, strategic asset allocation using ETFs, equities, and fixed income, and employs sub-advisors and tax-aware investment strategies within its client portfolios.

Donna Teets is a financial advisor at Almanack Investment Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including StoneBridge Advisors, Inc., Domani Wealth LLC, and United Capital Financial Advisers, LLC. In addition to her advisory work, she participates as an independent contractor in consumer product testing. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individual and institutional clients. The firm employs model asset allocation portfolios focused on diversified, risk-conscious strategies and offers a range of investment approaches including adviser-managed pooled funds and private fund platforms.

Owen Mulhern IV is a CFP® with 24 years of industry experience, currently serving at Financial Coach, a team-based firm in West Chester, PA. He has worked with FC Advisory, LLC since 2014 and has been associated with LPL Financial dba Financial Coach since 2007. FC Advisory, LLC provides financial planning and portfolio management to retail clients at various life stages through its dual-brand model: Financial Coach for retirees and near-retirees, and New Wealth Project for young families and emerging professionals. The firm customizes portfolios based on client goals, time horizon, and risk tolerance, primarily using mutual funds and ETFs, and offers both one-time plans and ongoing implementation services.

J Dever is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Alden Investment Group. His prior roles include positions at Patriot Financial Partners, Piper Jaffray & Co., and Morgan Stanley. He is also the founder of JDP Capital Management LLC, an investment management firm focused on small community banks. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management along with fiduciary and financial planning services. The firm utilizes a customized asset allocation approach combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform.

Eric Maslowsky is a financial advisor with Alden Investment Group, holding a Series 66 designation and 15 years of industry experience. His prior work history includes roles at Franklin Mint FCU, LPL Financial, Morgan Stanley, and PFG Advisors. He has been with Alden Investment Advisors and J. Alden Associates since 2023. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, and it provides specialized retirement program design and participant education for employer plans.

Robert Lansing is a financial advisor at Alden Investment Group with 41 years of industry experience. He holds the Series 63 designation and has worked at Alden since 2021, following a five-year tenure at Wells Fargo Clearing. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers and emphasizes customized asset allocations using proprietary and third-party strategies, supported by integrated technology platforms for unified household reporting.

Brendan Keane is a Series 65-licensed financial advisor at Smithbridge Asset Management, Inc. with two years of industry experience. Prior to joining Smithbridge, he worked at TMNAS Services and has a background that includes time as a full-time student and work at the YMCA. Smithbridge Asset Management is an SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm focuses on fundamentally driven equity selection in large-cap U.S. companies, complemented by diversified fixed income and tax-efficient management, and offers both individualized account management and model portfolio solutions.

Francis Hoey is the principal and sole advisor at Hoey Investments, Inc., a firm he has led since 2009. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 25 years of industry experience. Hoey Investments, Inc. is an independently owned, SEC-registered advisor providing discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm emphasizes tailored investment objectives, ongoing portfolio monitoring, and a formal policy on the use of artificial intelligence tools, while excluding cryptocurrencies from client portfolios.

John Gerhardt is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has worked at Radnor Capital Management, LLC since 2020 and previously spent eight years at Pennsylvania Trust Company. Radnor Capital Management serves individual and high-net-worth clients, families, trusts, institutions, and other organizations with wealth management, investment management, and consulting services. The firm employs a bottom-up, fundamental investment process focused on individual securities and concentrated equity holdings, managing approximately $855 million in discretionary assets.

Yongsheng Xu is a financial advisor at Sun Global LLC with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Citi Bank, Globalink Securities, and Transpacific Financial, where he also served as a fixed insurance agent. Sun Global LLC provides discretionary portfolio management primarily for high-net-worth individuals, using a combination of fundamental, technical, cyclical, and quantitative analysis to guide investment decisions. The firm typically holds discretionary trading authority and offers both long-term investing and short-term trading strategies.

Scott Lavelle is a CFA® charterholder and holds a Series 63 license. He is currently with Diversified, LLC and previously worked at PNC Bank for 14 years. He has one year of experience in the advisory industry. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm employs a comprehensive planning process with ongoing portfolio oversight and utilizes both third-party managers and proprietary strategies, managing approximately $2.79 billion in assets.

John Mulqueen Jr. is a financial advisor with Alden Capital, holding Series 65 and Series 63 designations and bringing 13 years of industry experience. He has worked with several firms, including Bluestone Capital Partners and MCG Securities. Outside of his advisory role, he is involved in technology and operations support through AdvizorStack and operations management with BX partners, both non-investment related activities. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, nonprofits, and other advisers, managing approximately $1.5 billion in assets. The firm employs customized asset allocation strategies combining internal management, third-party managers, and proprietary platforms to deliver unified reporting and integrated account management.

Andrew Bucksner is a CFP® with 11 years of industry experience, currently serving at Wick Capital Partners, LLC. His prior roles include positions at Archetype Advisors, Lincoln Investment Planning, Key Investment Services, KeyBank, TIAA-CREF, and Vanguard Marketing Corporation. Wick Capital Partners offers 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 combines fundamental analysis with both active and passive strategies and provides discretionary portfolio management alongside integrated financial planning and retirement-plan consulting.

Robert Welch is a financial advisor at Veery Capital, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Veery Capital since 2013. Outside of his advisory role, he is involved as a limited partner in a real estate business where he oversees tenant and maintenance contractor relationships. Veery Capital serves individuals, high-net-worth clients, families, trusts, businesses, and employer-sponsored retirement plans with discretionary investment management and financial planning. The firm employs a modern portfolio theory approach, emphasizing strategic asset allocation with ETFs and passive mutual funds, and customizes portfolios based on client goals and risk tolerance.