Luke Smith is a financial advisor at DT Investment Partners, LLC with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at FS Investment Solutions, FS Investments, and Drexel University. DT Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, institutions, and municipalities. The firm employs an active management approach combining fundamental and technical analysis to adjust asset allocation across multiple asset classes and offers ongoing monitoring, quarterly reporting, and account aggregation tools.

Waris Rahemtulla is a CFP® and ChFC® with 12 years of industry experience. He currently serves at Fruitful Inc, having joined in 2024, and previously worked at Citizens Securities, Inc. and Fidelity Investments. Fruitful Advisory, LLC delivers web-based financial planning and discretionary investment management to individual clients through a subscription membership model, focusing on low-cost, passive investment strategies and personalized planning tied to clients’ life goals.

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.

Carol Gangewer is a financial advisor with Compass Ion Advisors, LLC in Conshohocken, PA, holding Series 63 and Series 65 designations and with 33 years of industry experience. She has worked at Compass Ion Advisors since 2008 and has prior experience with APW CAPITAL, INC. and EGE Advisors, Ltd. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as 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 focused on strategic asset allocation and long-term holding periods.

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 III is a CFP® professional with eight 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, charitable institutions, foundations, endowments, and corporate plans. The firm manages approximately $1.23 billion through a small team of five advisors, focusing on discretionary portfolio management and limited consulting using primarily low-cost, no-load mutual funds and risk-based model portfolios.

James Tatlow is a financial advisor with Barton Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Stifel Nicolaus for 12 years before joining Barton in 2020. Barton Investment Management offers discretionary portfolio management and retirement-plan advisory services to individuals, high net worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a concentrated, fundamentals-driven equity approach with a long-term orientation and reports approximately $1.0 billion in discretionary assets across about 96 client relationships managed by a four-advisor team.

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 Common Cents Planning since 2017 in various roles and has prior experience with Commonwealth Financial Network. Victoria spends part of her professional time engaged 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 in assets for around 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to create tailored portfolios and offers both discretionary and non-discretionary portfolio supervision.

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, currently serving as a partner and portfolio manager at Fort Point Capital Partners LLC, where he has worked since 2018. His prior experience includes roles at Gordian Investments and Cypress Point Solutions. He is also the managing member of a family and friends LLC holding a passive investment in Restore Hyper Wellness. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices through discretionary separately managed accounts and private pooled vehicles. The firm emphasizes risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles while employing derivative and leverage techniques in certain accounts.

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 19 years of industry experience. She holds the Series 66 designation and has worked at USA Financial Securities Corporation and Market Street Wealth Management since 2012, following four years at Ameriprise. Market Street Wealth Management advises individual and high-net-worth clients through multiple advisory teams, providing financial planning, discretionary and non-discretionary portfolio management, retirement-plan advisory, and referrals to unaffiliated money managers and private investment funds. The firm emphasizes a fundamentals-driven, long-term investment approach and supplements portfolio management with dedicated financial planning services.

John Buoni is a financial advisor at Sovereign Financial Group, Inc. with 29 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Sovereign Financial Group in 2023, he worked at Janney Montgomery Scott for 17 years, PNC Wealth Management for 2 years, and J.J.B. Hilliard, W.L. Lyons, LLC for 1 year. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to a range of clients including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a primarily long-term, portfolio-focused investment approach that incorporates low-cost mutual funds and ETFs alongside individual securities, supported by fundamental and technical analysis with third-party AI tools.

Shawn Keane is a CFP® professional with 24 years of experience in the financial industry. He has been with Smithbridge Asset Management, Inc. since 2016. In addition to his advisory role, Keane is an insurance agent licensed for life and health insurance. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm focuses on disciplined, fundamentally driven equity selection in large-cap U.S. companies, combined with diversified fixed income and tax-efficient management, offering both individualized account management and model portfolio solutions.

Michael Levy is a CFP® and Series 66-licensed advisor with 11 years of experience in the financial industry. He has worked at Clark Asset Management, LLC since 2023, with prior experience at RiversEdge Advisors, LLC and Ameriprise Financial. Clark Asset Management provides wealth management services to individual and high-net-worth clients, focusing on passive investment strategies using index funds and ETFs, along with comprehensive financial planning tailored to clients with moderate to high complexity. The firm employs a fixed flat-fee compensation model and utilizes third-party support for account implementation.

Jaeden Cruz is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Presilium Private Wealth, LLC since 2026 and previously held roles at BNY Securities Corporation, United Capital Financial Advisors, LLC, and Equitable Advisors, LLC. Earlier in his career, he worked in various industries including hospitality and political campaigning. 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 and financial planning alongside business consulting services, utilizing a fiduciary approach that combines fundamental analysis with active and passive strategies across a broad investable universe.

Paige Deasy is a financial advisor at Concentus Wealth Advisors with two years of industry experience. She holds the Series 66 designation and has worked previously at Bernstein Private Wealth and Morgan Stanley. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm offers private wealth and family-office style planning, supervises diverse asset classes, and customizes strategies for complex financial situations.