Jaeden Cruz is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Presilium Private Wealth, LLC since 2026 and previously held roles at BNY Securities Corporation, United Capital Financial Advisors, LLC, and Equitable Advisors, LLC. Earlier in his career, he worked in various industries including hospitality and political campaigning. Presilium Private Wealth is a discretionary investment adviser managing approximately $671.7 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management and financial planning alongside business consulting services, utilizing a fiduciary approach that combines fundamental analysis with active and passive strategies across a broad investable universe.

Ian Foster is a financial advisor at Innova Wealth Partners, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Innova Wealth Partners since 2013. In addition to his advisory role, Foster is a licensed insurance agent with Innova Settlement Services, LLC and occasionally offers related products to clients. Innova Wealth Partners provides discretionary portfolio management and pension consulting to individuals, trusts, pension plan participants, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and incorporates third-party sub-advisory and held-away account services as part of its investment approach.

John Wilmerding is a financial advisor at Thayer Partners LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network and Thayer Partners. Outside of his advisory role, Wilmerding serves on the advisory board of AmigoData, a company focused on energy efficiency for data centers, and hosts an informational podcast featuring business owners discussing their legacy. Thayer Partners LLC provides customized wealth management, financial planning, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term investment approach emphasizing fundamental analysis and diversified portfolios, serving clients through a multi-office network.

Paige Deasy is a financial advisor at Concentus Wealth Advisors with one year of industry experience. She holds a Series 66 designation and previously worked at Bernstein Private Wealth and Morgan Stanley. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm emphasizes continuous supervision of client accounts across various asset classes and tailors strategies for complex situations such as low-basis stock and legacy holdings.

Glen Coral is a financial advisor at LRI Investments with 43 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LRI Investments, he was involved with JKJ Financial Services, M Holdings Securities, Inc., and Turning Point Wealth Strategies, where he serves as president and sole managing member. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as to businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers customized investment management and retirement plan consulting with an emphasis on ongoing portfolio supervision and rebalancing tailored to client objectives.

William Torrance is a financial advisor with Diversified, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Brookstone Wealth Advisors, IAMS Wealth Management, and Pinnacle Financial Services. Outside of advising, he is a shareholder in GRC LLC, a gas station lease business. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process with tailored asset allocation strategies and utilizes third-party managers and platforms for a range of client needs.

Victoria Williams is a financial advisor at Wellfull with two years of industry experience and holds a Series 65 designation. She has worked at Bernardo Wealth Planning since 2023 and has held prior positions at Messiah University and Crocs. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services. The firm emphasizes financial planning as the foundation for its investment approach and manages portfolios using model-based asset allocation combined with multiple analysis methods.

Cullen Martin is a CFP® certificant with six years of industry experience. He currently serves as a financial advisor at Presilium Private Wealth, LLC, having previously worked at Pitcairn Trust Company and The Vanguard Group. Presilium Private Wealth is a discretionary investment adviser managing over $670 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing both passive and active strategies across a broad investable universe that includes traditional and alternative assets.

Ryan Di Fabrizio is a CFP® professional with two years of industry experience, currently serving as an advisor at WealthFD since 2021. Prior to joining WealthFD, he worked at Citadel Credit Union in 2019 and was a student from 2013 to 2021. WealthFD provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plan sponsors. The firm integrates tax and accounting capabilities with its advisory services, offering portfolio management, financial planning, and pension consulting with an approach that includes fundamental, quantitative, and modern portfolio theory methods.

Brian McGowan is a financial advisor with McGowan & Co LLP in Bryn Mawr, PA, holding 28 years of industry experience. He has been with McGowan & Co., LLP since 1997 and McGowan & Co., LLC since 2000. In addition to his advisory role, he is a member of a related CPA firm that provides financial planning services including income tax preparation, estate planning, and retirement planning. McGowan & Co., LLP offers personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes a primarily non-discretionary approach, documenting client objectives in Investment Policy Statements and managing approximately $575 million across over 230 accounts as of the end of 2024.

Audrey Libois is a CFP® professional with 14 years of industry experience, currently serving at TGS Financial Advisors since 2010. She holds a Series 65 license and is based in Radnor, PA. TGS Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and participant-directed retirement plans by providing investment management, financial planning, and consulting services. The firm is notable for sponsoring wrap-fee programs and offering a specialized advisory track for new medical professionals through its TriageMD program.

Thomas Blair is a financial advisor at Tower Bridge Advisors with 26 years of industry experience. He previously worked for Dow Capital Management for 15 years before joining Tower Bridge Advisors in 2026. He holds the Series 63 and Series 65 designations. Tower Bridge Advisors provides investment advice and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, and manages two private funds. The firm emphasizes strategic asset allocation across equities and fixed income, utilizing fundamental and cyclical analysis, selective ETFs, laddered investment-grade bonds, and derivative strategies as appropriate.

Joshua Pearson is a CFP® and Series 66-licensed advisor with nine years of industry experience. He currently serves at Blue Bell Private Wealth Management, LLC and has prior experience at Vanguard, WSFS Investments, and Merrill Lynch. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach emphasizes exchange-traded funds, closed-end funds, and structured investments, incorporating fundamental and cyclical analysis along with options strategies and structured notes.

Stephen Wildman is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Diversified, LLC and has prior experience at Prudential Insurance Company of America and ADP. He holds Series 63 and Series 66 licenses and has been an independent licensed insurance agent, though he is currently not actively selling insurance products. Diversified, LLC provides investment advice and financial planning to a wide range of clients, including individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory, utilizing a two-phase planning process tailored to clients’ objectives and risk tolerances.

Brendan Mcgowan is a CFP® with 24 years of industry experience, currently serving as an advisor at McGowan & Co LLP since 1998. He is also a member of MCGOWAN & CO., LLC, a CPA firm where he provides financial planning services including income tax preparation, estate planning, and retirement planning. McGowan & Co., LLP offers personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes client-directed decision making through a primarily non-discretionary investment approach and integrates services with a related CPA practice.

Jennifer Byrne is a CFA® charterholder with 10 years of industry experience. She has worked at Radnor Capital Management, LLC since 2015. Jennifer holds the Series 63 and Series 65 licenses. Radnor Capital Management provides consulting, investment management, and wealth management services to individuals, families, trusts, businesses, foundations, religious organizations, and other institutions. The firm focuses on bottom-up, fundamental security analysis and manages customized high-net-worth portfolios as well as a structured Small-Midcap equity product.

Keith Becker is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and previously held positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team across four offices. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies that include stocks, bonds, mutual funds, ETFs, options, and cryptocurrency products.

Tyler Pugliese is a financial advisor at NewSquare Capital, LLC with a Series 65 designation and several years of industry experience, including roles at Creative Financial Group and West Chester University. He has been associated with NewSquare Capital since 2019. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients. The firm employs diversified, strategic asset allocation and partners with sub-advisors for specialized investment strategies while managing approximately $1.93 billion in client assets.

Athanasios Tsirukis is a Series 65 licensed advisor with three years of industry experience, currently with Almanack Investment Partners. He has prior experience with Forefront Analytics, where he provided investment-related research and analysis, and he is the owner and managing member of Dialectic Wealth, LLC, offering investment consulting services. Almanack Investment Partners provides investment management and financial planning to individual and institutional clients, employing model asset allocation portfolios that combine diversified, risk-conscious strategies across various asset types, including mutual funds, ETFs, and separately managed accounts. The firm also manages pooled investment vehicles and affiliated private funds.

Andrew Brewster is a financial advisor at Concentus Wealth Advisors in Newtown Square, PA, holding a Series 65 license with five years of industry experience. He has previously worked at Forefront Analytics and GKFO, LLC. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm focuses on continuous supervision of client accounts across various asset classes and offers tailored strategies for complex financial situations.