Robert Valleau is a financial advisor at Almanack Investment Partners with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mercap Securities, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. In addition to his advisory role, Valleau is involved in multiple life insurance brokerage activities. Almanack Investment Partners provides investment management and financial planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs model asset allocation portfolios and a range of strategies, and is known for its adviser-managed pooled vehicles and affiliated private fund platform.

Stephen Patterson Jr. is a financial advisor at Alden Investment Group with five years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services Inc. and KeyCities. Patterson is also involved in private equity client investments through KeyCity Capital. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and third-party managers, and offers specialized retirement program design and participant education services.

Sean Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aberdeen Asset Management Inc. and Aberdeen Fund Distributors, LLC. Blue Bell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach emphasizes allocations to ETFs, closed-end funds, and structured investments, incorporating strategies such as options trading and the use of AI tools within a disciplined framework.

Lee Grout is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at NewSquare Capital since 2019 and previously was employed at Chartwell Partners and Killen Group Inc. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and endowments. The firm emphasizes diversified, strategic asset allocation using ETFs, individual equities, and fixed income, supported by macro and relative-strength analysis and utilizes sub-advisors for specialized investment strategies.

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 experience in the financial industry. He is a founding member of Bruton Chisnell Advisors, LLC and has previously worked at ValMark Securities, Inc. and Sequoia Financial Group. Outside of his advisory role, he is a partner in Ignite Brunswick Ltd., a brewing company, 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’s investment approach centers on fundamental analysis and tailored asset allocation, with ongoing monitoring and a combination of third-party Independent Managers and in-house oversight.

Christian Bockrath IV is a financial advisor at Integrity Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation. His work history includes roles at Advanced Financial Partners, Eagle Fence Company, Prudential, Ithica College, and Malvern Preparatory. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations by providing financial planning and risk-protection advice. The firm’s investment approach incorporates ETF-based, model-driven asset allocation strategies managed through its affiliated investment manager, Auour Investments, to align client risk tolerance and planning goals.

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 with 10 years of industry experience. He holds a Series 65 credential and has been with Traynor since 2015. Traynor Capital Management serves individual and high-net-worth clients, corporate retirement plans, endowments, and foundations, providing portfolio management, financial planning, retirement plan and corporate consulting, and business funding consulting related to rollover business solution (ROBS) transactions. The firm’s investment approach focuses on tailored strategies across multiple asset classes, emphasizing direct stock ownership and using a proprietary methodology to construct diversified portfolios.

Ethan Prince is a financial advisor at Nest Egg with Series 63 and Series 66 licenses and three years of industry experience. He has worked at The Vanguard Group, Inc. and Sei, and began his career following his education at West Chester University of Pennsylvania. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to manage diversified portfolios with limited face-to-face contact, serving a large client base primarily through intermediated distribution.

Patrick Johnson is a CFP® and ChFC® affiliated with Concentus Wealth Advisors, bringing six years of industry experience. Prior to joining Concentus in 2021, he held roles at The Vanguard Group and DoorDash, as well as various positions connected to Temple University. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities with discretionary investment management, financial planning, and consulting. The firm provides tailored strategies and continuous account supervision across a range of asset classes, offering private wealth and family-office style planning.

Joseph Gross is a financial advisor at Veery Capital, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank and The Vanguard Group. Veery Capital serves individuals, families, trusts, businesses, and retirement plans with discretionary investment management and financial planning. The firm uses a modern portfolio theory-based approach, focusing on strategic asset allocation primarily through ETFs and passive mutual funds, with customized portfolios aligned to clients’ goals and risk tolerance.

Paul Strid is a financial advisor with Concentus Wealth Advisors in Newtown Square, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Concentus Wealth Advisors since 2014. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities by providing investment management, financial planning, and consulting services. The firm employs a diversified, multi-method investment approach and offers discretionary portfolio management along with customized planning modules.

Robert Fish is a financial advisor at Alden Capital with 38 years of industry experience. He holds a Series 63 designation and has worked previously at firms including J Alden Associates, Mcg Securities, Kestra Investment Services, and New England Securities. Outside of financial advising, he is involved in life insurance sales. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and non-profit entities, offering customized asset allocation through a combination of internally managed strategies, third-party managers, and model portfolios. The firm is also notable for its role as a private fund adviser and its use of performance-based fee arrangements.

Matthew Mainwaring is a CFP® certificant and holds a Series 66 license with four years of industry experience. He is currently with Key Financial, Inc. and OSAIC, where he has worked since 2021. Prior to that, he held roles at Scott Honda of West Chester and College Hunks Hauling Junk and Moving. Key Financial, Inc. provides comprehensive financial planning and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, and various business entities. The firm emphasizes long-term, asset-allocation-driven portfolios based on Modern Portfolio Theory and integrates planning with portfolio monitoring using discretionary accounts custodied at Pershing/Osaic Wealth.

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.

Jake Burnham is a financial advisor at Ballast Financial Advisors, LLC in West Chester, PA. He holds a Series 65 designation and has one year of industry experience. His background includes teaching positions at West Chester University and Montgomery County Community College, as well as roles at Robert W. Burnham Inc. Ballast Financial Advisors serves individual and high-net-worth clients, trusts, employer plans, and business entities by providing asset management, financial planning, and retirement plan consulting. The firm employs a variety of asset allocation strategies and analytical methods, managing both discretionary and non-discretionary portfolios while offering integrated services that include tax and corporate structure advisory.

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® professional currently with Compass Ion Advisors, LLC, holding securities licenses Series 63 and Series 65. He has three years of industry experience and has previously worked at Ballentine Capital Advisors and Efficient Advisors LLC. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, colleges, schools, and charitable organizations by providing integrated financial planning, investment advisory, and retirement plan consulting services. The firm manages approximately $1.59 billion and employs a team-driven approach focused on strategic asset allocation and long-term investment holding periods.

Spencer Peet is a CFP® with six years of industry experience, currently serving at Key Financial, Inc. He has previously worked at Tristate Financial Advisors and Fortegra Financial Corporation, and spent four years at the University of Delaware. Peet maintains an independent insurance agent license to stay informed about insurance products, though he does not actively sell insurance. Key Financial, Inc. provides comprehensive financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified mutual funds and ETFs with a buy-and-hold strategy.