Donald Kalil is a financial advisor at Affinity Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Affinity since 1985, transitioning to the current firm structure in 2018. Affinity Wealth Management LLC is a registered wealth management firm overseeing approximately $872.5 million in discretionary assets for over 600 clients. The firm utilizes a primarily long-term, customized investment approach incorporating fundamental, technical, cyclical, and charting analyses across various asset classes, and provides services including portfolio management, financial planning, and retirement plan advisory.

Ryan Babeuf is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Edge Wealth Management, LLC since 2007, where he is part of a team of six advisors based in Havertown, PA. Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing discretionary investment management alongside limited financial planning and consulting services. The firm employs a fundamental analysis approach to portfolio construction, incorporating various equity and fixed-income instruments tailored to client objectives.

Erin Fago is a financial advisor at Eagle Wealth Strategies with five years of industry experience. She holds the Chartered Financial Consultant (ChFC®) designation as well as Series 63 and 65 licenses. Prior to joining Eagle Wealth Strategies, she worked at Raymond James Financial Services and Merrill. Eagle Wealth Strategies provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm follows a fiduciary standard and employs a fundamental, long-term investment approach primarily using diversified mutual funds, ETFs, and individual equities.

Michael D'Antonio is a Certified Financial Planner (CFP®) with 10 years of industry experience. He currently serves at DT Investment Partners, LLC and previously worked for The Vanguard Group, Inc. and Vanguard Marketing Corporation for a decade. DT Investment Partners provides discretionary and non-discretionary investment management and comprehensive financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tactically adjust asset allocations across multiple asset classes.

Paul Tully is a CFP® with 43 years of industry experience and currently serves at Eagle Wealth Strategies, a firm he has been associated with since 1989 in various capacities. His prior experience includes over three decades at Raymond James Financial Services. He is also president of EWS2, a corporation involved in life insurance and annuity sales. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamentally driven investment process with diversified model portfolios and offers wealth management, financial planning, and consulting services.

Charles Scogna is a financial advisor at Eagle Wealth Strategies with a Series 65 designation and one year of industry experience. Prior to joining Eagle Wealth Strategies, he worked at Association Headquarters for three years, Deptford Township Schools for three years, and Major League Baseball for two years. Eagle Wealth Strategies is a team firm providing wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm follows a fundamental, long-term investment approach and offers both discretionary and non-discretionary portfolio management, utilizing low-cost mutual funds, ETFs, and individual equities.

David Benfer is a CFP® with 32 years of industry experience, currently serving as an advisor at Veery Capital, LLC. He has worked at Purshe Kaplan Sterling Investments, Inc. since 2018 and previously spent six years with Cambridge Investment Research Advisors, Inc. Benfer also provides financial education and one-on-one planning to 401(k) plan participants through the WellCents program. Veery Capital, LLC offers investment advisory and financial planning services to individuals, families, and institutions, managing approximately $802 million in assets. The firm uses a modern portfolio theory-based approach with strategic asset allocation primarily through ETFs, supplemented by other investment vehicles, and delivers services through a team of six advisors.

Heath Goldstein is a financial advisor with 1st Financial Investment, Inc. in Philadelphia, PA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His background includes roles at Vestech Securities Inc. and engagement with multiple financial and insurance businesses. Outside of advising, he is active in volunteer emergency services and serves in leadership roles with the Chinchilla Hose Company, amateur radio and pilot clubs, and holds elected office as a judge of elections. 1st Financial Investment, Inc. provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach using passive index funds and ETFs complemented by active management where appropriate, with advisory services delivered on a non-discretionary basis.

Robert Young II is a financial advisor with Sentinel Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach combining fundamental, technical, and cyclical analysis, and provides ongoing portfolio monitoring with formal quarterly reviews.

Gavin Maurer is a CFP® affiliated with RTD Financial Advisors Inc in Philadelphia, PA, with experience beginning in 2022 at various RTD entities. Prior to his financial advisory roles, he worked at Bent Creek Country Club from 2018 to 2022. RTD Financial Advisors serves individuals, families, and institutional clients, offering life-centered financial planning, personalized investment management, and fiduciary consulting for retirement plans and trusts. The firm employs an asset-allocation driven approach with ongoing monitoring and emphasizes fiduciary services for pooled employer plans and institutional retirement plans.

Rachel Moran is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 13 years of industry experience. She holds a Series 65 designation and has been with RTD Financial Advisors since 2013. RTD Financial Advisors serves individuals, families, and a variety of institutional clients, including pension and ERISA-covered retirement plans, pooled employer plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Tracy McGuire is a CFP® professional at Brandywine Oak Private Wealth LLC with 36 years of industry experience. She has worked at Merrill, Bank of America, Wyeth Private Wealth, and Purshe Kaplan Sterling Investments before joining her current firm. She is also a trustee for her sister's trust and a licensed independent insurance agent. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities by providing financial planning, consulting, and both discretionary and non-discretionary investment and wealth management services. The firm employs a goal-oriented investment approach that emphasizes low-cost, diversified ETF allocations, tax minimization, and behavioral finance principles.

Lisa Green is a financial advisor with Sunpointe Investments in Bryn Mawr, PA, holding Series 63, 65, and 66 licenses and 11 years of industry experience. She has worked at Sunpointe since 2019 and is involved in a family office, RDA Ventures, where she assists in managing and evaluating the family’s investment portfolio. Sunpointe Investments provides advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm’s investment approach combines active and passive strategies with fundamental and behavioral analysis, offering diversified portfolios and family-office services through an 11-advisor team managing approximately $791 million in assets.

Ashley Rosser is a financial advisor at Victory Wealth Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC since 2023. Rosser is also co-owner of Victory Asset Management Co., a non-investment business entity. Outside of her advisory role, she is involved with Penguin Cold Caps in Williamstown, NJ. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a combination of momentum and fundamental analysis alongside quantitative screening and fiduciary scoring, managing accounts on both discretionary and non-discretionary bases.

Abigail Mccloskey is a CFP® professional with seven years of industry experience, currently serving at Affinity Wealth Management LLC since 2018. She previously worked at Pike Creek Financial Group and Entirety Insurance, LLC, and maintains an independent insurance agency. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, offering wealth management, financial planning, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis to create customized portfolios.

Evan Evans is a financial advisor at Onyx Bridge Wealth Group LLC with 8 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Mass Mutual Investors Services, Northwestern Mutual Wealth Management Company, and Provenance Capital. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm uses a blend of third-party research and internal portfolio models, providing tailored investment solutions and coordinating services with affiliated tax and retirement businesses.

Fred Snitzer is a financial advisor with Prudent Management Associates in Philadelphia, PA, holding a Series 65 designation and 23 years of industry experience. He has been with Prudent Management Associates since 2002, where he is part of a six-advisor team. Prudent Management Associates serves high-net-worth individuals and institutional clients such as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm provides discretionary portfolio management and limited consulting services, managing approximately $1.14 billion across about 216 client relationships, and employs a portfolio construction approach based on low-cost mutual funds, proprietary quantitative models, and discretionary oversight by an Investment Committee.

James Mcconnel is a financial advisor at Mitchell Sinkler & Starr with seven years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. His prior work includes roles at Goldman Sachs & Co. and the Montgomery School. 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 uses a long-term, goal-based investment approach that combines top-down macro analysis with bottom-up fundamental research to build portfolios of high-quality equities, bonds, and exchange-traded funds.

Frank Campbell III is a financial advisor at Cresap, Inc. with 32 years of industry experience. He has held roles at Cresap since 2010 and previously worked at Bryn Mawr Asset Management and The Bryn Mawr Trust Co. He serves on the Pennsylvania Bankers Association Securities & Brokerage Advisory Committee and volunteers as a baseball and lacrosse coach, as well as a swimming official in Chester County. Cresap, Inc. is a five-advisor firm managing approximately $339 million, primarily serving individual retail investors. The firm offers portfolio management and advisory services through both fee-based and transaction-based formats, with a focus on non-discretionary accounts and a dual registration model that integrates broker-dealer activities and a clearing relationship with Wells Fargo.

James Messner III is a CFA® charterholder with over one year of industry experience. He currently works at Kennedy Investment Group, where he has been since 2024. Prior to this, he spent 11 years at Glenmede Investment Management, LP. Kennedy Investment Group provides wealth management and financial planning services to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis and employs a fundamentally driven, generally long-term investment approach using diversified portfolios that include mutual funds, ETFs, individual securities, options, and alternative investments.