Frederick Peters is a financial advisor at Alden Capital with 11 years of industry experience and holds a Series 65 designation. Prior to joining Alden Capital in 2020, he worked at Bluestone Capital Management, LLC. He serves as a director at Bryn Mawr Bank Corp and Paycom Software Inc. 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, 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, and provides sub-advisory services, fee-only financial planning, and specialized retirement plan design and fiduciary support.

Jason Mcgee is a financial advisor with Sentinel Asset Management, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at FS Investment Solutions, LLC for a total of nine years and has been with Sentinel Asset Management since 2026. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients, managing approximately $63.2 million across about 495 households. The firm provides comprehensive financial planning and discretionary portfolio management using a mosaic investment approach that incorporates fundamental, technical, and cyclical analysis, with continuous account monitoring and formal quarterly reviews.

Stephen Erfle is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Thrive Wealth Management, LLC since 2013. He is a 50% owner of A TWM JV, LLC, a partner in Singularity Planning Group, LLC, where he provides financial planning services. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting services. The firm employs client-specific strategies using model portfolios, mutual funds, ETFs, individual securities, and tax-aware management techniques.

Mark Zinman is a financial advisor with Integrity Investment Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Comprehensive Advisors LLC since 2006 and has been involved with Zinman & Company P.C. since 1986. Outside of his advisory roles, Zinman is president of a cellular telephone business and participates in retail clothing sales and rentals, as well as tax and accounting ventures. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets and serving around 184 clients. The firm offers financial planning and portfolio management for individuals, families, trusts, non-profits, pensions, and businesses, employing a process that integrates written financial plans with discretionary or non-discretionary management focused on diversification, cost control, and tax efficiency.

Kevin Paine is a financial advisor at Cresap, Inc. in Radnor, PA, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cresap since 2004. In addition to his advisory role, Kevin is a licensed real estate broker. Cresap, Inc. is a five-advisor team managing approximately $339 million in client assets, primarily serving individual retail investors. The firm offers portfolio management and advisory services through fee-based and transaction-based formats, with a focus on non-discretionary account management and collaboration with clients on security selection.

Nimrit Kang is a CFA® charterholder at NorthStar Asset Management, Inc. with three years of industry experience. Prior to joining NorthStar in 2022, Kang worked at Coho Partners and MissionSquare Retirement. Kang serves on the Board of Directors for the Philadelphia Health Partnership and is an Investment Committee Member for the Delaware County Community Foundation. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations with portfolios aligned to socially responsible objectives. The firm employs a six-pillar framework focused on social and environmental factors, combining ETF and direct indexing strategies with a concentrated global equity sleeve and utilizes community investments and shareholder activism when appropriate.

Clark Schweitzer is a CFP® professional with 14 years of industry experience. He is currently with Diversified, LLC and has previously worked at SEI Investments Management Corp and SEI Investments Distribution Company. Schweitzer holds Series 63 and Series 65 licenses. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm uses a two-phase planning process and tailors asset allocation to clients’ objectives and risk tolerances, often employing third-party managers and platforms to support its services.

Joshua Manifold is a financial advisor at Compass Ion Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Compass Ion Advisors since 2012, with prior experience at Keel Point Capital and APW Capital, Inc. Compass Ion Advisors serves individuals and families, trusts, retirement plan sponsors, and various institutions by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm employs a team-driven advisory model focused on strategic asset allocation and long-term holding periods, managing approximately $1.59 billion across discretionary and non-discretionary accounts.

Zachary Hamm Phipps is a CFA® charterholder with 15 years of industry experience. He is currently with Aurdan Capital Management, LLC, where he has worked since 2026. Prior to this, he spent 16 years at SEI Investments Management Corporation. Aurdan Capital Management provides discretionary investment management and financial planning to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations, managing over $526 million in client assets with a focus on asset allocation models supported by fundamental analysis, charting, and mutual fund/ETF evaluation.

Richard Everett is a CFP® and CFA® with 18 years of industry experience. He is affiliated with Key Financial, Inc., where he serves as Chief Investment Officer and assists with portfolio management. Everett has a long tenure at both Key Financial, Inc. and Royal Alliance Associates. Key Financial, Inc. provides comprehensive financial planning and portfolio management services for individuals, trusts, pension plans, and charitable organizations. The firm emphasizes long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, combining planning with ongoing portfolio monitoring and rebalancing through discretionary accounts custodied at Pershing/Osaic Wealth.

James Goodhart is a financial advisor with Chancellor Financial Group WB LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Chancellor Financial Group since 2021 and previously at TCM Securities, Inc. from 2015 to 2021. Outside of advisory work, he is an insurance agent specializing in fixed insurance and annuity products. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a long-term, fundamental analysis-based investment approach, utilizing low-cost mutual funds and ETFs along with other strategies, and manages approximately $249 million in client assets.

Benjamin Baehr is an advisor with JECohen & Co., LLC and holds a Series 65 designation. He has been with JECohen & Co. since 2025 and previously worked at Educational Testing Service for 11 years. Baehr is also an insurance agent with The Insight Insurance Group, dedicating a portion of his time to insurance sales and services. JECohen & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, pension plans, institutions, and small businesses. The firm follows a value-oriented, bottom-up fundamental approach focused on capital preservation and utilizes opportunistic allocations into undervalued or distressed securities.

Dalton Greiner is a financial advisor at Stonecrop Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Stonecrop Wealth Advisors since 2022. Outside of his advisory role, he has been involved with Paul Tripp Ministries, Inc. since 2020 and previously spent eight years with Harvest Bible Chapel. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients such as colleges, charitable organizations, pension plans, and businesses. The firm provides integrated financial planning and investment management tailored to clients’ missions and goals, employing a team-driven process with an emphasis on longer-term holdings and active monitoring.

Liam Mc Intyre is a financial advisor at Creative Capital Wealth Management Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Arkadios Capital. Outside of finance, he is the owner and personal trainer of DefySize Fitness and Coaching LLC, providing fitness and self-defense coaching. Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management, offering a mix of fundamental and technical analysis with a long-term investment approach. The firm manages accounts primarily on a non-discretionary basis and includes alternative investments and privately placed securities among its options.

Shayna Harvey is a CFP® and ChFC® with 25 years of experience in the financial industry. She is currently an advisor at JECohen & Co., LLC and has held roles at The Insight Advisory Group, LLC and The Insight Insurance Group since 2015, as well as operating Shaylear Financial, LLC since 2010. Outside of her advisory work, she volunteers as a program director and workshop facilitator for the Institute for Financial Success, a financial ministry at New Covenant Church of Philadelphia. JECohen & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, pension plans, and small businesses. The firm employs a value-oriented, bottom-up fundamental investment approach focused on capital preservation and long-term horizons, managing approximately $77.8 million across private pooled vehicles and separately managed accounts.

Thomas Tuskey is a financial advisor with Northstar Financial Companies, Inc. He holds a Series 65 designation and has five years of industry experience. His prior work includes roles at Cambridge Investment Research, Northwestern Mutual, and a teaching position at Rutgers University Business School. Northstar Financial Companies serves individual and high-net-worth clients, as well as trusts and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Charles Wilensky is a CFP® professional with 25 years of experience in financial advising. He is associated with CPC Financial Planning, Inc. and has worked previously with LPL Financial and Royal Alliance Associates, INC. In addition to his advisory work, he is a certified public accountant involved with Clairmont Paciello & Co., P.C., where he manages tax preparation and accounting services. CPC Financial Planning, Inc. provides written financial planning, annual plan monitoring, and hourly advice to individuals, corporations, and business entities. The firm emphasizes non-discretionary, fee-for-service planning integrated with a certified public accounting practice, supporting coordinated recommendations on investments, tax, retirement, insurance, and estate matters.

Jeffrey Leppert is a financial advisor with Market Street Wealth Management who holds Series 63 and Series 66 designations and has 28 years of industry experience. He has been with Market Street Wealth Management since 2011 and has prior experience with USA Financial Securities Corp, Market Street Financial Group, and Dynamic Financial Service Inc. Outside of his advisory role, he is co-owner of a charitable foundation, the Beatus Charitable Fund. Market Street Wealth Management is an SEC-registered firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term, fundamental analysis-based investment approach and utilizes diversified mutual funds and ETFs tailored to client goals and risk tolerance.

Matthew Kane is a financial advisor with Compass Ion Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Compass Ion Advisors since 2008 and currently also serves at Keel Point Capital LLC. Outside of his advisory work, Kane serves as a trustee and chaplain for Eastern University and is a board member of the Timothy Foundation. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations with integrated financial planning, investment advisory, and retirement plan consulting. The firm manages about $1.59 billion using a team-driven approach that emphasizes strategic asset allocation and long-term holding periods.

Lacy Redwine is a financial advisor at Conservest Capital Advisors Inc with one year of industry experience. She holds a Series 65 designation and has prior work experience at Tradezero America, Inc. and Artisan Smiles. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, and various institutional clients. The firm uses a customized investment strategy process focused on macroeconomic analysis and long-term, low-turnover portfolios, managing approximately $1.7 billion in discretionary assets across six advisors.