Henry Hudson V is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently affiliated with CapFinancial Partners, LLC (CAPTRUST) since 2026 and previously worked at Stillwater Capital Advisors, LLC for eight years, as well as UBS Financial Services Inc. for five years. Stillwater Capital Advisors serves individual and high-net-worth clients along with pension and endowment plans, charitable organizations, and corporate accounts. The firm offers tailored investment recommendations and combines fundamental and cyclical analysis with strategic asset allocation, focusing on long-term holdings and discretionary portfolio management.

Derek Dobin is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior work includes a decade with Prudential Insurance Company of America and Pruco Securities. He currently serves as Managing Director at Creative Capital, where he also functions as a senior wealth strategist. 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 generally manages client accounts on a non-discretionary basis and employs both fundamental and technical analysis with a long-term investment approach.

Joseph Martinez is a financial advisor at Entrust Financial LLC in Wayne, PA, with 15 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Entrust Financial in 2021, he worked at Janney Montgomery Scott from 2016 to 2019. Entrust Financial is a registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses fundamental analysis and a multi-step process to set long-term investment objectives and asset allocation, typically implementing portfolios with mutual funds, ETFs, and selected independent managers.

Aidan Neuberger is a financial advisor at Grey Fox Wealth Advisors, LLC in Rockland, Delaware. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at Bryn Mawr Trust and has been affiliated with the University of Delaware since 2022. Grey Fox Wealth Advisors serves individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $699 million in client assets through a multidisciplinary team that employs customized model portfolios using low-cost mutual funds and ETFs, supported by academic, fundamental, and technical analysis.

Ian Higgins is a financial advisor at Clearview Financial Partners with 4 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SEI Investments and The Vanguard Group. Clearview Financial Partners serves individuals, high-net-worth clients, and small businesses by providing asset management, financial planning, and retirement-plan consulting. The firm manages approximately $1.06 billion across over 600 client relationships, employing an open-architecture investment approach with a mix of fundamental, tactical, and quantitative methods.

Gustavo Masri is a financial advisor at Alden Investment Group with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J. Alden Associates, Raymond James & Associates, and Wells Fargo Advisors. Masri serves as treasurer for Congregation Mikveh Israel, a non-profit religious organization in Philadelphia. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside fiduciary and financial planning services. The firm utilizes customized asset allocations through its proprietary Alden Capital Management strategies combined with third-party managers, delivered primarily via its Alden COVE platform.

Nicholas Sun is a financial advisor with Ellis Investment Partners, LLC in Berwyn, PA. He holds a Series 65 designation and has eight years of industry experience. He has been with Ellis Investment Partners since 2013. Ellis Investment Partners provides investment advisory and planning services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm uses a dynamic asset-allocation approach across various investment options and offers both fiduciary and non-fiduciary retirement plan services.

Thomas Skelley is a financial advisor at Trillium Wealth LLC with 14 years of industry experience. His prior roles include positions at Carson Wealth, Wealthcare Advisory Partners LLC, and LPL Financial. Outside of advisory work, he is involved in several business entities unrelated to securities, including ownership roles in real estate-related companies. Trillium Wealth LLC serves a diverse client base with portfolio management, financial planning, retirement plan consulting, and private placement investment services. The firm employs a multifaceted investment approach incorporating quantitative, fundamental, technical, and economic analysis, along with discretionary management of over $544 million in assets.

Mark Meloro is a financial advisor with Market Street Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Market Street Wealth Management since 2010 and is also associated with Market Street Financial Group and USA Financial Securities. Outside of advisory work, Meloro co-owns Market Street Tax Services, a tax preparation business operating during tax season. 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 emphasizes a long-term, fundamental analysis approach, utilizing diversified mutual funds and ETFs, and employs Fidelity’s automated platform with Geode as a sub-adviser for model management.

Matthew Croley is a financial advisor with Sterling Investment Advisors Ltd. in Berwyn, PA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Sterling Investment Advisors since 2007 and also worked at Purshe Kaplan Sterling Investments from 2011. Croley is a licensed independent insurance agent and serves as a notary public, primarily notarizing documents for his firm’s clients. Sterling Investment Advisors, Ltd. manages nearly $1 billion in discretionary assets for individuals, pension plans, charitable organizations, and businesses. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, derivatives, and alternative vehicles such as interval and private funds, tailoring portfolios through client discussions and ongoing supervision.

Paul La Fountain is a financial advisor at Alden Capital with a Series 65 designation and three years of industry experience. He has worked at Alden Investment Group since 2020 and has a background in education, having held positions in multiple school districts. Outside of finance, he is involved with Corlys Irish Pub and Grille, a business he has been associated with since 2007. Alden Capital Management is an SEC-registered multi-advisor firm managing approximately $1.44 billion, serving 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, along with sub-advisory services, fee-only financial planning, and specialized retirement plan design and fiduciary support for small and mid-sized employers and nonprofit entities.

Johathan Williams is a financial advisor at Diversified, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Annuities, Inc. and PNC Bank. Diversified, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets. The firm offers a comprehensive financial planning process alongside discretionary and non-discretionary asset management, with tailored portfolios supported by third-party managers and technology platforms.

Marlon Rose is a financial advisor at Meridian Wealth Partners, LLC in Malvern, PA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Villanova University, Gentell, SEPTA, and Dick's Sporting Goods. Meridian Wealth Partners manages approximately $1.37 billion for around 707 clients through a team of ten advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and corporations, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Maxwell Meloro is a Series 66-licensed advisor at Market Street Wealth Management in West Chester, PA, with one year of industry experience. His background includes roles at Market Street Financial Group and USA Financial Securities LLC, as well as prior experience outside finance. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes a fundamentals-driven, long-term investment approach supplemented by financial planning and operates within a broader affiliated business network including tax and insurance services.

Bryce Cleveland is a financial advisor at Grey Fox Wealth Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Grey Fox Wealth Advisors, he worked at KPMG LLP and has been the owner of Cleveland & Company, a CPA and accounting practice, since 2022. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm employs a model-based, customized investment approach that integrates fundamental and technical analysis to create diversified portfolios tailored to client objectives and risk tolerance.

James Bruton is a financial advisor with Bruton Chisnell Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Valmark Securities, Inc. since 2005 and was previously affiliated with Bruton Financial Advisors, LLC. Outside of his advisory roles, he serves as president of Downingtown Good Neighbor Day, a nonprofit that raises funds for local volunteer fire and rescue companies. Bruton Chisnell Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, emphasizing fundamental analysis and individualized asset allocation through Independent Managers, mutual funds, ETFs, and individual securities.

David Sun is a CFA® charterholder with 24 years of industry experience, currently serving as an advisor at Ellis Investment Partners, LLC since 2012. He holds Series 63 and Series 65 licenses. Ellis Investment Partners provides portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, trusts, small businesses, and institutional accounts. The firm employs a dynamic asset-allocation framework and emphasizes diversification and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Daniel Mc Glinn is a financial advisor at Grey Fox Wealth Advisors, LLC with one year of industry experience and holds a Series 65 credential. Prior to joining Grey Fox Wealth Advisors in 2025, he worked at Outerlands Capital, Horizen Labs, and FirstWatch, among other roles. He is the founder and operator of FirstWatch Crypto, LLC, which manages an investment fund focused on liquid digital assets. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages approximately $699 million in client assets, offering discretionary investment management, comprehensive financial planning, and retirement plan consulting with customized model portfolios using low-cost funds, individual securities, and alternatives.

Douglas Macgray is a CFP® with 25 years of experience in the financial industry. He is currently with Stonecrop Wealth Advisors, LLC, where he has worked since 2020, following prior roles at Compass Ion Advisors, LLC and APW Capital, Inc. Macgray holds a Juris Doctorate and is a licensed attorney. He serves as a board member of Missio Seminary and volunteers on the Board of Trustees at Gordon College. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients including colleges and charitable organizations. The firm offers integrated financial planning and investment management tailored to client missions and goals, utilizing a team-driven process and occasionally engaging sub-advisors or third-party managers.

Matthew Ryba is a financial advisor at Oakbourne Advisors in West Chester, PA, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior work includes seven years at Hartford Funds and five years at Northstar Asset Management. Oakbourne Advisors serves individuals, high-net-worth households, retirement plans, trusts, and business clients by managing discretionary portfolios and providing financial planning and retirement plan consulting. The firm uses a multi-office platform and a blend of fundamental, technical, charting, and cyclical analysis in its investment approach.