Dennis Perdue is a Series 65-licensed advisor with Westover Capital Advisors, LLC, based in Wilmington, DE, with four years of industry experience. He previously worked at Whisman Giordano & Associates, LLC and Master, Sidlow & Associates, P.A. Mr. Perdue is also a CPA who operates an accounting and tax preparation business outside of his advisory role. Westover Capital Advisors manages approximately $568.6 million for about 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary investment management, wealth advisory, and consulting services, integrating tax and accounting services through a formal affiliate relationship.

James Hall is a CFP® professional with 38 years of industry experience. He has been with Affinity Wealth Management LLC since 2018 and previously worked at Mercap Securities, LLC and Coastal Equities, Inc. Hall holds Series 63 and Series 65 licenses. Affinity Wealth Management LLC manages approximately $760 million for around 617 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term investment approach combining fundamental, technical, cyclical, and charting analysis to create customized portfolios across various asset classes.

Richard Lerch is a financial advisor with Prudent Management Associates in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at Prudent Management Associates since 2008 and at Prudent Brokerage Associates since 2010. Prudent Management Associates serves high-net-worth individuals and institutional clients, including corporate pension plans and charitable organizations, providing discretionary portfolio management and limited consulting services. The firm utilizes low-cost mutual funds and model risk-based portfolios, combining quantitative models with Investment Committee oversight.

Robert Pulsifer is a financial advisor at Almanack Investment Partners with 28 years of industry experience. He holds the CFP® and CFA® designations and has worked at MerCap Securities, LLC and Almanack Investment Partners. Outside of his primary role, he is the owner and adviser of Junto Wealth, LLC, a financial planning business. 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 model asset allocation portfolios and manages a range of strategies, including adviser-managed pooled investment vehicles and affiliated private funds.

Corey Mac Dougall is a financial advisor at Oakbourne Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oakbourne Advisors since 2021, following a six-year tenure at SEI Investments Distribution Co. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage client portfolios, typically on a discretionary basis, with ongoing monitoring and at least semi-annual reviews.

Luke Smith is a financial advisor at DT Investment Partners, LLC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining DT Investment Partners, he worked at FS Investment Solutions, FS Investments, and spent three years at Drexel University. DT Investment Partners provides investment management and financial planning services to a range of clients, including individuals, high-net-worth clients, pension plans, trusts, and municipalities. The firm employs an active management approach combining fundamental and technical analysis to adjust asset allocations across multiple asset classes.

Jerry Davidse is a financial advisor at Presilium Private Wealth, LLC with 24 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on the advisory boards of several nonprofit organizations, including KIPP Philadelphia and the Cambodia Rural Student Foundation. Presilium Private Wealth is a team-based registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers comprehensive portfolio management and financial planning services, employing a mix of passive and active strategies across multiple asset classes and combining investment management with business consulting services.

Richard Chebookjian is a Series 66–licensed financial advisor at Alden Capital with 12 years of industry experience. He has worked at J Alden Associates, Inc. since 2020 and previously at Mcg Securities, LLC from 2014 to 2020. 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, 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, along with sub-advisory services and specialized retirement plan support.

Edward Williams is a CFP® with 24 years of industry experience. He is currently with Boldin Advisors and has previously worked at Facet Wealth, Citizens Bank, CLARFELD Financial Advisors, and TIAA. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses, offering investment advice based on Modern Portfolio Theory without discretionary account management. The firm emphasizes a long-term, buy-and-hold approach using low-cost index funds and ETFs and operates through multiple offices while maintaining a fee-only structure.

Christopher Diederich is a financial advisor at Oakbourne Advisors with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Avenue 1 Advisors, and Cambridge Investment Research. Diederich also serves as Chairman of the Jeffrey S. Gaunt Scholarship Foundation. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs a mixed analytical approach and manages portfolios primarily on a discretionary basis, with ongoing monitoring and semi-annual reviews.

Michael Brennan is a CFP® professional with 13 years of industry experience. He is affiliated with Key Financial, Inc. and has worked at Royal Alliance since 2012. Key Financial, Inc. provides comprehensive financial planning and portfolio management services to individuals, pension plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified mutual funds and ETFs with a buy-and-hold strategy.

Alan Bates is a financial advisor at Hamilton-Bates Investment Research, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hamilton-Bates since 1998. Hamilton-Bates Investment Research, Inc. provides continuous asset management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs multiple analytic methods and offers both discretionary separate-account management and model-based programs.

Keith Hardman is a CFP® professional with seven years of industry experience. He has worked at Prudent Management Associates since 2018 and previously spent four years at Bryn Mawr Trust. He is based in Philadelphia, PA. Prudent Management Associates serves high-net-worth individuals and institutional clients, including corporate pension plans and charitable organizations, offering discretionary portfolio management and limited consulting services. The firm uses low-cost, low-turnover mutual funds structured through proprietary quantitative models and discretionary oversight, managing approximately $1.14 billion across about 216 client relationships.

Brian Thomson is a CFP® with five years of industry experience and has been with Affinity Wealth Management LLC since 2019. His prior work includes roles at Minnesota Life Insurance Company, Diamond State Financial Group, and Securian Financial Services Inc. He has also held positions outside finance, including work with the Lake Forest School District and Delaware State University. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, providing 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, using a long-term, multi-strategy investment approach tailored through custom accounts or model portfolios.

Gabriel Toribio is a financial advisor with Odyssey Capital Advisors Inc. He holds a Series 65 designation and has been with Odyssey since 2026. Prior to joining the firm, he worked at PepsiCo from 2022 to 2026 and has experience at several other employers including Penn State University and Ollies Bargain Outlet. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm uses fundamental analysis and a variety of investment strategies tailored to client goals and risk tolerances, and also offers educational seminars and fixed insurance products.

Victoria Provost is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Planning Directions, Inc. dba Common Cents Planning and Commonwealth Financial Network since 2017. Outside of advisory work, she is involved in fixed insurance sales. Common Cents Planning serves individual and high-net-worth clients by providing investment management and comprehensive financial planning, managing approximately $542 million across about 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to build tailored portfolios, supported by ongoing reviews and reporting.

John Devine is a financial advisor at Northeast Advisers, Inc. in Paoli, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Northeast Advisers since 2000. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations. The firm follows a four-step advisory process and offers primarily non-discretionary services, using a best-of-breed approach that includes no-load mutual funds, ETFs, and individual securities.

Frederick Bruenner is a CFA® charterholder with 14 years of industry experience. He is a partner and portfolio manager at Fort Point Capital Partners LLC, where he has worked since 2018. His prior roles include positions at Gordian Investments, LLC and Cypress Point Solutions. Outside of his advisory work, he manages a family and friends LLC holding a passive investment in Restore Hyper Wellness. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and systematic tax-loss harvesting, and it operates a pooled-vehicle platform with segregated side-pockets and performance-based fee structures.

John Timmermans is a financial advisor at LUMINIST Capital, LLC in Grand Rapids, MI, holding a Series 65 license with 11 years of industry experience. His previous roles include positions at Advisory Advocates LLC and RM Investment Strategies, LLC. He is also involved with the Grand Rapids Yacht Club in a non-investment capacity. LUMINIST Capital provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a mix of fundamental and technical analysis to manage client portfolios, typically on a discretionary basis, and offers tailored financial planning, portfolio management, and consulting.

Kelly Doherty is a financial advisor at Market Street Wealth Management with 18 years of industry experience. She holds the Series 66 designation and has been with Market Street Wealth Management and USA Financial Securities Corporation since 2012. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach based on fundamental analysis, utilizing diversified mutual funds and ETFs tailored to client objectives and risk tolerance.