Henry Riley is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Barton Investment Management, LLC since 2006, contributing to the firm's advisory services. Barton Investment Management provides discretionary portfolio management and retirement-plan advisory services to individuals, high net worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a concentrated, fundamentals-driven equity approach focused on long-term holdings and company-level economic analysis, managing approximately $1.0 billion in discretionary assets across about 96 client relationships.

Sean De Barberie is a CFP® and ChFC® with six years of industry experience, currently serving at Thrive Capital Management, LLC. His prior roles include positions at RiversEdge Advisors and KeyBank. Outside of finance, he has experience managing a hauling business, DeBar's Hauling. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, and educational services. The firm uses diversified model portfolios supported by fundamental analysis and collaborates with third-party sub-advisors to tailor investment strategies.

Paul La Fountain is a financial advisor at Alden Capital with a Series 65 designation and three years of industry experience. He has worked at Alden Investment Group since 2020 and has a background in education, having held positions in multiple school districts. Outside of finance, he is involved with Corlys Irish Pub and Grille, a business he has been associated with since 2007. Alden Capital Management is an SEC-registered multi-advisor firm managing approximately $1.44 billion, serving 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, along with sub-advisory services, fee-only financial planning, and specialized retirement plan design and fiduciary support for small and mid-sized employers and nonprofit entities.

Brian Kohute is a CFA® charterholder and holds a Series 66 license with 26 years of industry experience. He has been with Meridian Wealth Partners, LLC since 2017 and previously worked at HJ Wealth Management LLC for 12 years. Outside of advising, he operates as an independent insurance agent and is involved with pension plan consulting and loan origination on a limited basis. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients through a ten-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and corporations, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Randi Leese is a financial advisor at Thrive Capital Management, LLC with 17 years of industry experience. She holds the Series 63 and Series 65 designations. Outside of her advisory role, she is the sole owner of RL Cake Designs, LLC, a custom cake design business she has operated since 2011. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm employs diversified model portfolios and fundamental analysis, with regular reviews and the use of third-party sub-advisors to tailor strategies.

Charles Manning is a financial advisor at Compass Ion Advisors, LLC with 28 years of industry experience. He has previously worked at United Capital Financial Advisers, LLC and Ct Financial Advisors, LLC. He holds a Series 63 designation. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various institutions by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm manages approximately $1.59 billion using a team-driven advisory model and emphasizes strategic asset allocation and long-term holding periods.

James Pepperman is a financial advisor at Alden Capital with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J Alden Associates, Inc., Mcg Securities, LLC, and Azarias Capital Partners, LLC. Outside of his advisory work, he is involved with Northstar of Chester County, a nonprofit organization. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion that serves 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, along with sub-advisory services, fee-only financial planning, and fiduciary support for small and mid-sized employers and nonprofit entities.

Kevin Horgan is a financial advisor at Muntz Financial, LLC with four years of industry experience. He has worked at Horgan Brothers, Inc. for ten years. Outside of his advisory role, he provides tax preparation and consulting services through Horgan Tax Consulting. Muntz Financial serves individual clients, trusts, estates, retirement plans, corporations, and private funds with fee-based portfolio management and financial planning, employing a core-satellite investment approach that incorporates fundamental, technical, cyclical, and charting analyses.

Raymond Wilson is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Onyx Bridge, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, he operates an independent insurance business focusing on individual life, property and casualty, long-term care, and fixed annuities. Onyx Bridge Wealth Group provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm employs a research-driven investment process with customized portfolios that include ETFs, structured products, alternative investments, and tax-management strategies, supported by affiliated tax and retirement service firms.

Benjamin Tuscai is a CFP® with 10 years of industry experience, currently serving as an advisor at Sunpointe Investments since 2023. Prior to joining Sunpointe, he worked at The Vanguard Group for eight years. He holds the Series 63 designation and is based in King of Prussia, PA. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that blends active and passive strategies, incorporates fundamental and behavioral analysis, and offers family-office services alongside diversified portfolio management.

Daniel Carney is a financial advisor at Integrity Investment Advisors, LLC with a Series 65 credential and four years of industry experience. He has worked at Integrity Investment Advisors since 2021 and has owned a business since 2018. Prior to his advisory career, he was involved in the restaurant industry. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for around 184 clients. The firm offers financial planning and portfolio management services to individuals, families, trusts, non-profits, pensions, and businesses, utilizing a process that combines fundamental and technical analysis with an emphasis on diversification, cost control, and tax efficiency.

Daniel Rodan is a financial advisor at Tower Bridge Advisors with 21 years of industry experience and holds a Series 66 designation. He has worked at Tower Bridge Advisors since 2018 and previously spent two years at BB&T Securities. Tower Bridge Advisors provides investment advice and asset management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, along with managing two private funds. The firm emphasizes strategic asset allocation using fundamental and cyclical analysis, selective ETFs, laddered investment-grade bonds, and derivative strategies.

Peter Keenan is a CFP® with 17 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC, where he has worked since 2025. Prior to this, he spent 20 years at The Vanguard Group, Inc. and also had a brief tenure at APEX Financial Advisors, Inc. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm customizes portfolios based on clients’ financial conditions, risk profiles, tax situations, and goals, typically favoring a long-term investment approach while utilizing a range of investment vehicles including ETFs, mutual funds, and private funds.

Dylan Smith is a financial advisor at Muntz Financial, LLC with a Series 65 designation and no prior industry experience. He has a background in real estate, currently working as a licensed real estate salesperson with J. Carroll Molloy Realtor, LLC. Outside of finance, he has several years of experience in roles related to golf clubs and landscaping. Muntz Financial provides fee-only investment advisory services to individuals, trusts, plans, corporations, and private funds, using a core-satellite investment approach that incorporates fundamental, technical, cyclical, and charting analysis for a range of strategies. The firm also manages private equity and pooled investment vehicles, serving both retail and non-retail clients.

Benjamin Roberts is a financial advisor at Ironview Capital Management, LLC with 14 years of industry experience. He has been with Ironview since 2010. Ironview Capital Management is a SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm employs a variety of strategies including fundamental, technical, and quantitative analysis, and offers discretionary portfolio management, financial planning, and pension consulting services.

Ryan Shane is a financial advisor at Nest Egg with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group for three years prior to joining Nest Egg. His background includes experience outside finance, having worked at Kildare's Irish Pub and West Chester University. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet- and kiosk-based advisory platform. The firm uses proprietary quantitative and qualitative models to generate investment recommendations and manages client accounts on a discretionary basis.

Stephen Schmidt is a financial advisor with Innova Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Innova Wealth Partners since 2013. In addition to his advisory role, Mr. Schmidt is a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management and pension consulting services to individuals, trusts, pension plan participants, and businesses. The firm employs a diversified investment approach using ETFs, mutual funds, and other securities across multiple asset classes, alongside fee-based educational retirement courses and workshops.

Aaron Marks is a financial advisor at Amplius Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill for ten years. Marks is also an independent licensed insurance agent. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by offering discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm utilizes model portfolios, independent sub-advisers, and operational platforms to deliver customized investment advice and coordinate tailored solutions for its clients.

Morgan Zafonte is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at JMAC Enterprises LLC since 2021 and previously held roles at Wells Fargo Advisors Financial Network, LLC and Johnson & Johnson. JMAC Enterprises LLC, operating as Brick House Strategic Wealth, provides comprehensive wealth management, discretionary investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis and manages approximately $919 million with a small team, offering services that include retirement-plan advisory and fiduciary roles.

Richard Clairmont is a financial advisor with CPC Financial Planning, Inc. He holds a Series 66 designation and has 10 years of industry experience. Clairmont has been with CPC Financial Planning since 2015 and also maintains a long-standing role at Clairmont, Paciello & Co. P.C., a tax preparation and accounting firm, since 1989. CPC Financial Planning, Inc. provides fee-based financial planning services to individuals, corporations, and business entities, delivering comprehensive written plans, annual updates, and consultations. The firm does not provide discretionary portfolio management; all investment decisions remain the client’s responsibility. Its team model integrates financial planning with affiliated accounting and insurance services, serving a small active client base without charging fees based on assets under management.