Jake Dilaura is a financial advisor at Stonecrop Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at SEI Investments Company and the Federal Deposit Insurance Corporation. Stonecrop Wealth Advisors serves individuals, trusts, retirement plans, and various institutional clients such as colleges and charitable organizations. The firm employs a team-driven investment process focused on strategic asset allocation and long-term buy-and-hold strategies, integrating financial planning to align investments with clients’ goals.

Eric Fuhrman is a CFP® professional with 16 years of industry experience, currently serving as Chief Planning Officer at Key Financial, Inc. since 2014. He has worked at Royal Alliance since 2010 and assists in firm-wide financial planning activities as well as administrative and strategic operations. Fuhrman also provides guidance on life insurance matters as part of the firm's comprehensive financial planning services. Key Financial, Inc. offers financial planning and both discretionary and non-discretionary portfolio management to individuals, retirement plans, trusts, estates, and charitable organizations. The firm focuses on long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, integrating planning with ongoing portfolio monitoring and rebalancing through custodial accounts at Pershing/Osaic Wealth.

Anthony Perhacs is a financial advisor with Meridian Wealth Partners, LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Altice USA, Hardy Construction, and Private Advisor Group. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Daniel Mchugh is a CFP® with 30 years of industry experience, currently serving at Ballast Financial Advisors, LLC. His prior roles include positions at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Origin Financial. Outside of his advisory work, he serves as a director on the board of the Media Rugby Football Club. Ballast Financial Advisors, LLC provides asset management, financial planning, and retirement plan consulting to individual and high-net-worth clients, trusts, pension/profit-sharing plans, and corporate clients. The firm employs a variety of analytical methods and may use third-party money managers, offering both discretionary and non-discretionary portfolio management.

Ning Tang is a financial advisor at Sun Global LLC with a Series 65 designation and one year of industry experience. Prior to joining Sun Global, Tang held positions at New York University, Lehigh University, and Morgan Park Academy. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individuals, employing a combination of fundamental, technical, cyclical, and quantitative analysis across various investment strategies. The firm uses client risk questionnaires and Investment Policy Statements to guide portfolio implementation and offers educational resources including weekly market newsletters and webinars.

Ryan Omensetter is a financial advisor at DT Investment Partners, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Schroder Investment Management, NA from 2011 to 2017 before joining DT Investment Partners in 2017. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tailor investment strategies according to client risk profiles.

Nathan Hayward is a CFP® and ChFC® with 19 years of experience in financial advisory. He has been with Concentus Wealth Advisors since 2014, where he serves as a client relationship manager. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified and multi-method investment approach, offering discretionary portfolio management and customized planning modules across tax, estate, insurance, debt, and retirement areas.

Randall Schaible is a CFP®, CFA®, and Series 65-licensed financial advisor with nine years of industry experience. He has been with Montis Financial, LLC since 2016. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary portfolio management and the use of unaffiliated managers, with a focus on a broad range of strategies such as mutual funds, private funds, options, and selective use of alternative ETFs.

Alexis Barnhart is a financial advisor at Ellis Investment Partners, LLC with one year of industry experience. They hold a Series 65 credential and have concurrently worked as a delivery driver for DoorDash and a shopper for Instacart. Ellis Investment Partners provides investment advisory and planning services to individual and institutional clients, managing approximately $987 million in assets. The firm employs a dynamic asset-allocation approach and offers portfolio management, financial planning, consulting, and retirement plan advisory services.

Julia Vandergast is a financial advisor at Traynor Capital Management with Series 63 and 65 credentials and two years of industry experience. She has worked at Traynor since 2022 and previously held positions at The Vanguard Group and Procurement Foundry. Traynor Capital Management serves individuals, corporate retirement plans, foundations, and other institutions, managing approximately $1.85 billion in client assets. The firm focuses on direct equity ownership across multiple market capitalizations and customizes portfolios through a proprietary multi-step analysis, with an operational emphasis on business-funding consulting and institutional custody arrangements.

Richard Elias is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Market Street Wealth Management, where he has worked since 2022, and previously held positions at Merrill Lynch and Rodgers & Associates, LTD. Outside of advisory services, he is involved with Market Street Tax Services, a tax planning and preparation firm. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and access to an automated managed-account program, with an investment approach focused on long-term fundamental analysis and diversified portfolios tailored to client needs.

Robert Valleau is a financial advisor with Almanack Investment Partners holding Series 63 and Series 65 licenses and 17 years of industry experience. He has previously worked at Mercap Securities, MerCap Advisors, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of his advisory role, Valleau is involved in life insurance brokerage through several business ventures. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individuals, institutional clients, and a network of independent advisers. The firm utilizes diversified, risk-conscious model portfolios and manages various pooled investment vehicles and affiliated funds.

Stephen Patterson is a financial advisor at Alden Investment Group with four years of industry experience. He holds a Series 66 designation and has worked at Alden Investment Advisors and J Alden Associates since 2022, as well as KeyCities since 2021. Prior to his financial services career, he spent 17 years at Orangefield Independent School District. Patterson is also involved with KeyCity Capital, a private equity firm focused on client investments. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, and other advisors, offering discretionary and non-discretionary portfolio management, fiduciary services, and standalone financial planning. The firm uses a customized asset allocation approach that combines proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform.

Sean Miller is a financial advisor with Blue Bell Private Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked multiple terms at Aberdeen Asset Management Inc. and its affiliate, Aberdeen Fund Distributors, LLC, before joining Blue Bell in 2026. Blue Bell Private Wealth Management serves high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, and other advisors. The firm employs a portfolio management approach focused on ETFs, closed-end funds, and structured investments, incorporating options strategies and AI tools, with a noted emphasis on structured notes and documented options-trading practices.

Lee Grout is a CFA® charterholder and holds a Series 65 license with over 25 years of experience in the financial advisory industry. He has been with NewSquare Capital, LLC since 2019 and previously worked at Chartwell Partners and The Killen Group. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm emphasizes diversified, strategic asset allocation using ETFs, equities, and fixed income, and offers specialized capabilities such as options overlay and direct indexing through sub-advisors.

Brian White is a CFP® with 21 years of industry experience and has been with Vermillion & White Wealth Management Group since 2013. He holds a Series 66 license and operates out of Phoenixville, PA. In addition to his advisory role, he is a registered insurance producer in Pennsylvania, dedicating a small portion of his time to that business. Vermillion & White Wealth Management Group serves individuals, institutions, and various types of plans and trusts, managing approximately $231 million across several hundred accounts. The firm employs a disciplined investment process focused on asset allocation, diversification, and periodic rebalancing, utilizing both fundamental and technical research along with third-party model inputs.

Michael Chisnell Jr. is a CFP® with 20 years of industry experience, currently serving as an advisor at Bruton Chisnell Advisors, LLC in Downingtown, PA. His prior roles include positions at Valmark Securities, Inc. and Sequoia Financial Group, LLC. Outside of his advisory work, he is a partner in Ignite Brewing Company, Ltd. and serves on the Board of Governors and Finance Committee for the Tuscora Park Health & Wellness Foundation. Bruton Chisnell Advisors provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm emphasizes fundamental analysis and tailored asset allocation, with ongoing portfolio monitoring and a combination of third-party managers and in-house oversight.

Philip Rogers is a financial advisor with Beam Wealth Advisors, Inc. in Newtown Square, PA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Securities America Inc before joining Beam Wealth Advisors, where he has been since 2015. Rogers also engages in the sale of life insurance and annuities to clients. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing financial planning, investment management, and retirement plan consulting. The firm uses asset allocation and diversification strategies guided by Modern and Post-Modern Portfolio Theory, with a multi-adviser platform managing over $1.3 billion in client assets.

Robert Held is a financial advisor at Integrity Financial Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prosperity Wealth Management, Gwynedd Wealth Partners, and Penn Mutual Life Insurance Company. Outside of his advisory role, he is president and partner of an insurance brokerage, Advanced Financial Partners, LLC, where he is involved in life insurance sales and services. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing portfolio management through third-party managers along with financial consulting and retirement planning. The firm primarily recommends active, discretionary management using affiliated investment advisers and model portfolios, monitoring accounts monthly and providing quarterly performance reports.

Matthew Ihlein is a financial advisor at Traynor Capital Management in Malvern, PA, holding a Series 65 designation with 10 years of industry experience. He has been with Traynor Capital Management since 2015. Traynor Capital Management provides portfolio management, financial planning, retirement plan and corporate consulting, and business-funding consulting to individuals, corporate retirement plans, foundations, and other institutions. The firm manages approximately $1.85 billion in client assets and emphasizes direct equity ownership with customized portfolio strategies that incorporate tax considerations when appropriate.