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.

Brent Zacok is a CFP® professional with four years of experience, currently serving at RTD Financial Advisors Inc in Philadelphia, PA. He has been with RTD Financial Advisors since 2015. RTD Financial Advisors serves individuals, families, and a variety of institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, with a focus on individualized investment policy statements and an asset-allocation driven approach.

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.

Henry Schroeder is a CFP® with 20 years of industry experience, currently serving as an advisor at Kennedy Investment Group. He previously worked at Raymond James Financial Services and TIAA-CREF Individual & Institutional Services. Schroeder is also a board member advising on customer experience for Seton Hall University’s Business School certification programs. Kennedy Investment Group provides wealth management and financial planning to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis, employing a fundamentally driven, generally long-term investment approach with diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments.

Phillip Beckner Jr. is a CFA® charterholder with seven years of industry experience. He has been with Mitchell Sinkler & Starr since 2021 and previously worked at West Financial Services, Inc. from 2016 to 2021. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals, families, estates, trusts, endowments, and foundations. The firm employs a long-term, goal-based investment approach that combines top-down macro analysis with bottom-up fundamental research to construct diversified portfolios, focusing on consultative client relationships.

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.

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.

Christopher Klein is a CFP® and Series 66 license holder with seven years of experience in the financial services industry. He has worked at Liberty One Wealth Advisors since 2022 and previously held roles at Merrill and JPMorgan Chase. Christopher is based in Philadelphia, PA, and is part of a five-advisor team at Liberty One Wealth Advisors. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, as well as retirement accounts and some charitable and institutional clients. The firm’s investment approach focuses on goals-driven asset allocation using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.

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.

Jarrett Morris is a financial advisor at RiversEdge Advisors with 20 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Purshe Kaplan Sterling Investments and Blue Rock Financial Group. He is a co-founder and Chief Compliance Officer of RiversEdge Advisors and a partner at RiversEdge Business Solutions dba RiversEdge Tax & Advisory. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a modern portfolio theory approach, primarily implementing ETF-based strategic asset allocations with rebalancing and may recommend independent managers for client portfolios.

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.

Nicholas Carper is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, PA, where he has worked for 31 years. He is part of a seven-advisor team at the firm and brings over three decades of industry experience. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals and families, along with estates, trusts, endowments, and foundations. The firm employs a long-term, goal-based investment approach that combines macro analysis with fundamental research to build diversified portfolios, emphasizing consultative client relationships.

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.

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.

Ethan Whittaker is a financial advisor with Clariti Wealth Advisors in Wilmington, DE, holding a Series 65 designation and one year of industry experience. He previously worked at Sallie Mae for six years and Baker Tilly, LLC for two years. Outside of his advisory role, Whittaker serves as President of Whittaker Tax, a tax preparation and planning business. Clariti Wealth Advisors serves individual clients, including high-net-worth individuals, trustees, qualified retirement plans, and nonprofits, offering integrated financial planning and investment management. The firm’s portfolios feature diversified allocations using active and passive strategies, with a notable emphasis on options and derivative strategies for hedging and customized risk management.

Irene Giman is a CFP®, CFA®, and Series 63 licensed advisor with 14 years of industry experience. She has been with RTD Financial Advisors Inc since 2016 and is also involved with Power Wellness. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients, including pension plans and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs and tax-aware portfolio management.

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.

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.