Kate Poole is a financial advisor at Natural Investments with seven years of industry experience. She holds a Series 65 designation and has worked at Natural Investments since 2018, following prior roles at RSF Social Finance and Regenerative Finance. Natural Investments is a values-focused firm serving individual clients—including high-net-worth households—institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes asset-class diversification and long-term investment strategies primarily utilizing socially responsible funds and community investment instruments.

Norman Macqueen is a financial advisor at Thrive Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrive Wealth Management since 2015. Outside of his advisory role, he serves as Investment Committee Chair and Trustee for InFaith, a faith-based ministry and missions organization. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors by offering investment management, financial planning, and retirement plan consulting services. The firm employs a client-specific investment approach that includes model portfolios, tax-aware management, and the use of independent managers.

Joann Morgano is a financial advisor at Laurel Oak Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 18 years. Outside of her advisory role, she co-hosts a financial TV show, "It's Your Money with Jo Ann and Martin," where she discusses financial topics with industry experts. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and the use of independent managers, serving clients through a wrap fee program.

Harry Mccullough is a CFP® with 28 years of industry experience and has been with Comprehensive Investment Management, LLC since 2005. He is based in Philadelphia, PA, and holds the Series 63 designation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified allocations using primarily actively managed equity mutual funds with significant foreign exposure and index bond funds, following a long-term, low-turnover strategy integrated with tax planning through its team credentials.

Stuart Caplan is a financial advisor with Members Wealth LLC in Media, PA, holding a Series 65 credential and 10 years of industry experience. Prior to joining Members Wealth in 2024, he worked for APEX Financial Advisors, Inc. from 2011 to 2024. He serves as an advisory board member for the California NanoSystems Institute, providing advice on C-suite compensation and investor presentations. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting. The firm emphasizes fundamental analysis and a long-term investment approach, building diversified portfolios tailored to client objectives using low-cost mutual funds, ETFs, and other securities.

Tyler Burns is a CFP® certificant with Series 65 and Series 63 licenses and three years of industry experience. He has worked at Keel Point Capital, Compass Ion Advisors, Ballentine Capital Advisors, and Efficient Advisors LLC. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm manages approximately $1.59 billion across discretionary and non-discretionary accounts using a team-driven advisory model that emphasizes strategic asset allocation and long-term holding periods.

William Love Jr. is a CFP® professional at RTD Financial Advisors Inc with 21 years of industry experience. He has been with RTD Financial Advisors since 2018 and previously worked at The Marshall Financial Group, Inc. from 2006 to 2018. He serves as president of the Financial Planning Association Philadelphia Tri-State chapter and is also involved in professional coaching. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and specialized retirement-plan support.

Philip Matalucci IV is a CFP® and Series 66-registered advisor at Amplius Wealth Advisors with six years of industry experience. He previously worked at Merrill and Merrill Lynch before joining Amplius Wealth Advisors in 2022. He is also an independent licensed insurance agent for life and health insurance. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm offers customized discretionary advice and leverages affiliations with Amplius Asset Management and Dynasty Financial Partners to support its investment management and operational capabilities.

Christopher Dautrich is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. He has worked at Stillwater Capital Advisors, LLC since 2009 and joined CapFinancial Partners, LLC. (CAPTRUST) in 2026. Stillwater Capital Advisors serves individual and high-net-worth clients, as well as pension and endowment plans, charitable organizations, and corporate accounts. The firm offers discretionary portfolio management, financial planning, and pension/endowment services, utilizing a combination of fundamental and cyclical analysis with strategic asset allocation and a preference for long-term holdings.

Jay Llewelyn is a CFA® charterholder and holds a Series 66 license, with seven years of experience at Entrust Financial LLC and three years prior at Envest Asset Management. He is a board member of the Wissahickon Skating Club, a nonprofit organization focused on recreational activities. Entrust Financial LLC is a registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs a fundamental analysis approach with tailored portfolio management using mutual funds, ETFs, and selected independent managers, managing approximately $350.9 million in client assets.

Heather Mcmeekin is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Mitchell Sinkler & Starr since 2015. Mitchell Sinkler & Starr advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. The firm emphasizes a long-term, goal-based investment approach with a combination of macro analysis and fundamental research, serving a concentrated client base with mostly advisory, non-discretionary accounts.

Michael Stanton is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Thrive Wealth Management, LLC since 2015. He holds Series 63 and Series 65 licenses and participates as a group health insurance plan consultant in a partnership outside of his advisory role. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering a range of investment management, financial planning, and retirement consulting services. The firm employs a client-specific approach using model portfolios, tax-aware strategies, and both fundamental and technical analysis.

David Fitzgerald is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 63 license and bringing 37 years of industry experience. He has worked at Clearview Financial Partners since 2017 and concurrently with LPL Financial since 2010, also having been associated with The Wharton Advisory Group from 2002 to 2018. In addition to his advisory role, he sells fixed and term insurance to clients. Clearview Financial Partners provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting primarily for individuals, high-net-worth clients, and small businesses. The firm manages over $1 billion across more than 600 client relationships, using an open-architecture investment approach that includes sub-advisers, tactical and quantitative methods, and allocations to private markets.

Rahul Kothari is a financial advisor at Ironview Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Ironview, formerly Bergin Roberts & Co. LLC, since 2015. Outside of his advisory role, he serves on the board of directors for Elysium Robotics LLC. Ironview Capital Management is an SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of analytical approaches and investment strategies, including access to alternative investments and affiliated private equity funds.

Brian Collins is a CFP® professional with 28 years of industry experience. He is a co-owner of Collins CPAs, an accounting firm providing accounting and tax preparation services, and has been with Comprehensive Investment Management, LLC since 2005. His background includes extensive work in both financial advising and tax preparation. Comprehensive Investment Management, LLC serves a small client base of individuals, trusts, corporations, and retirement plans, managing approximately $43.8 million. The firm offers discretionary portfolio management and financial advisory services, emphasizing diversified, long-term investment strategies and integrating tax planning with investment management.

Daniel Levinson is a CFP® with 11 years of industry experience. He is currently with Blue Bell Private Wealth Management, LLC, where he has worked since 2024. Prior to that, he spent nine years at MOR Wealth Management. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, and other advisers. The firm’s investment approach includes exchange-traded funds, closed-end funds, and structured investments, with portfolio management tailored to client objectives and notable use of derivatives and structured notes.

David Leone is a CFP® professional with 10 years of experience in financial advising. He is currently with Forefront and Calton & Associates, Inc., and has held prior roles at Halpern Financial, Pacific Life Insurance Company, and Jackson National Life Distributors, among others. He operates Leone & Company Wealth Management, a comprehensive financial planning business under the Forefront Advisor Network. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm offers discretionary portfolio management, financial planning across multiple areas, and utilizes third-party managers, with an emphasis on individualized investment policies and ongoing client reviews.

Joslyn Ewart is a CERTIFIED FINANCIAL PLANNER™ with 14 years of industry experience, currently serving as an advisor at Entrust Financial LLC since 2015. She holds the Series 63 and Series 65 licenses. Outside of her advisory role, she serves as Treasurer for BalletX, a nonprofit performance art organization in Philadelphia. Entrust Financial is a registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm manages approximately $350.9 million in client assets across a five-advisor team, employing fundamental analysis and a multi-step process to tailor portfolio management to clients’ goals and risk tolerance.

Patrick Hansen is a CFP® with 16 years of industry experience, currently serving at Certior Financial Group, LLC since 2016. His prior experience includes roles at Mutual Securities, Inc. and Voya Financial Advisors. In addition to his advisory work, he volunteers with the After Innocence Project, assisting individuals who were wrongfully incarcerated. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse client base, including individuals, trusts, and corporations. The firm combines multi-disciplined financial planning with active and passive investment strategies, adjusting asset allocation based on market conditions and client needs.

Michael Dogum is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at Compass Ion Advisors, LLC since 2024 and previously spent 13 years with Pillar Wealth Advisors, LLC. Outside of advisory roles, he is a licensed insurance agent involved in multi-line insurance brokerage, including life, disability, and long-term care insurance. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various institutions, providing integrated financial planning, investment advisory, and retirement plan consulting. The firm employs a team-driven approach with a focus on strategic asset allocation and long-term investment horizons.