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 affiliated with Compass Ion Advisors, LLC, with three years of industry experience. He has previously worked at Ballentine Capital Advisors, Efficient Advisors LLC, and Captrust Financial Advisors. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various organizations, offering integrated financial planning, investment advisory, and retirement plan consulting. The firm employs a team-driven approach, managing approximately $1.59 billion across accounts using strategic asset allocation and a range of investment vehicles, with regular portfolio reviews.

Caitlyn Tierney is a CFP® and holds a Series 63 license, currently serving as a financial advisor at Westover Capital Advisors, LLC with three years of industry experience. Her prior roles include positions at Avantax Investment Services Inc., Fenstermacher & Company, PC, and Wells Fargo Bank. Westover Capital Advisors manages approximately $568.6 million for around 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides discretionary investment management, wealth advisory, trust services, and financial planning, combining fundamental and technical analysis with strategic asset allocation and selective use of ETFs and option strategies.

Michael Fisher is a CFP® professional with 22 years of experience in financial advising. He is currently with Diversified, LLC and has previously worked at Lincoln Investment Planning, Inc. and Securities Service Network, LLC. Outside of advising, he serves on the board of directors and oversees operations at Diversified Insurance, LLC. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm offers a multi-tiered planning process, discretionary and non-discretionary portfolio management, and utilizes third-party managers and platforms to tailor strategies to clients’ objectives and risk tolerances.

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.

William Love Jr. is a CFP® professional at RTD Financial Advisors Inc with 21 years of industry experience. He has been with RTD Financial Advisors since 2018 and previously worked at The Marshall Financial Group, Inc. from 2006 to 2018. He serves as president of the Financial Planning Association Philadelphia Tri-State chapter and is also involved in professional coaching. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and specialized retirement-plan support.

Raymond Martin is a financial advisor at Creative Capital Wealth Management Group with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including MassMutual Life Insurance Co, Citi Group, and Northwestern Mutual Investment Services. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, focusing on both fundamental and technical analysis within a long-term investment approach. The firm offers a range of services including a tax mitigation program, third-party money manager recommendations, and alternative investments, while generally managing client accounts on a non-discretionary basis.

Monique Holloway is a CFP® and holds a Series 65 license with 11 years of industry experience. She currently works at AMC Wealth Management, LLC and was previously with Third Sigma Investment Advisors LLC for nine years. AMC Wealth Management, LLC is a team-based, state-registered advisory firm serving individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets and employs a strategic asset-allocation approach using exchange-traded funds and mutual funds, offering financial planning both as a complement to managed accounts and on an hourly basis.

Kevin Dombrowski is a Series 65-licensed advisor with Grey Fox Wealth Advisors, LLC, based in Rockland, DE, with nine years of industry experience. Before joining Grey Fox Wealth Advisors in 2020, he worked at MainLine Private Wealth, LLC and Morningstar, Inc. He is also a Partner at Grey Fox Capital, LLC, a private equity firm focused on Opportunity Zone investments, where he is involved in identifying and modeling potential projects. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, using customized portfolios based on academic, fundamental, and technical analysis with a mix of mutual funds, ETFs, individual securities, and alternatives.

Jay Llewelyn is a CFA® charterholder and holds a Series 66 license, with seven years of experience at Entrust Financial LLC and three years prior at Envest Asset Management. He is a board member of the Wissahickon Skating Club, a nonprofit organization focused on recreational activities. Entrust Financial LLC is a registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs a fundamental analysis approach with tailored portfolio management using mutual funds, ETFs, and selected independent managers, managing approximately $350.9 million in client assets.

Heather Mcmeekin is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Mitchell Sinkler & Starr since 2015. Mitchell Sinkler & Starr advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. The firm emphasizes a long-term, goal-based investment approach with a combination of macro analysis and fundamental research, serving a concentrated client base with mostly advisory, non-discretionary accounts.

John Blair III is a CFP® with 10 years of experience in the financial services industry. He has worked at The Vanguard Group, Inc. for eight years before joining DT Investment Partners, LLC, where he is part of an eight-advisor team. DT Investment Partners provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs an active management approach that tactically adjusts asset allocation across multiple asset classes and offers a range of model portfolio objectives.

David Fitzgerald is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 63 license and bringing 37 years of industry experience. He has worked at Clearview Financial Partners since 2017 and concurrently with LPL Financial since 2010, also having been associated with The Wharton Advisory Group from 2002 to 2018. In addition to his advisory role, he sells fixed and term insurance to clients. Clearview Financial Partners provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting primarily for individuals, high-net-worth clients, and small businesses. The firm manages over $1 billion across more than 600 client relationships, using an open-architecture investment approach that includes sub-advisers, tactical and quantitative methods, and allocations to private markets.

Rahul Kothari is a financial advisor at Ironview Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Ironview, formerly Bergin Roberts & Co. LLC, since 2015. Outside of his advisory role, he serves on the board of directors for Elysium Robotics LLC. Ironview Capital Management is an SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of analytical approaches and investment strategies, including access to alternative investments and affiliated private equity funds.

Brian Collins is a CFP® professional with 28 years of industry experience. He has been with Comprehensive Investment Management, LLC since 2005 and previously worked at Collins & Company Financial Advisers for 15 years. Brian is also a certified public accountant and co-owner of Collins CPAs, providing accounting and tax preparation services independent of his advisory role. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base of individuals, trusts, corporations, and retirement plans. The firm employs a long-term, low-turnover investment strategy focused on diversified mutual fund allocations and integrates tax planning services supported by its team’s mix of professional credentials.

Sarah Clayton is a financial advisor with Market Street Wealth Management in West Chester, PA. She holds a Series 66 designation and has eight years of industry experience. Clayton has worked at USA Financial Securities since 2018 and has been associated with Market Street Financial Group and Market Street Wealth Management LLC since 2015. Market Street Wealth Management advises individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to unaffiliated money managers and private investment funds. The firm employs a fundamentals-driven, long-term investment approach with ongoing monitoring and strategic asset allocation, supplemented by financial planning services including a dedicated program for younger investors.

Joslyn Ewart is a CERTIFIED FINANCIAL PLANNER™ with 14 years of industry experience, currently serving as an advisor at Entrust Financial LLC since 2015. She holds the Series 63 and Series 65 licenses. Outside of her advisory role, she serves as Treasurer for BalletX, a nonprofit performance art organization in Philadelphia. Entrust Financial is a registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm manages approximately $350.9 million in client assets across a five-advisor team, employing fundamental analysis and a multi-step process to tailor portfolio management to clients’ goals and risk tolerance.

John Blair Jr. is a financial advisor with DT Investment Partners, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His prior roles include positions at Independent Wealth Advisors, Daniels + Tansey, L.L.P., and Haverford Financial Services. DT Investment Partners provides discretionary and non-discretionary investment management and comprehensive financial planning for a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs an active management approach that incorporates fundamental and technical analysis to tactically adjust asset allocations across multiple asset classes.

Michael Mac Neal is a financial advisor at Veery Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Veery Capital since 2018. Prior to this, he was with Peterman Benefits for 16 years. Outside of his advisory role, Mac Neal is the owner of The Bric Agency, a group benefits business, and a partial owner of Buildng of West Chester, LLC, which manages property in West Chester, PA. Veery Capital provides investment advisory and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a modern portfolio theory approach with strategic asset allocation primarily through ETFs and manages approximately $802 million in client assets through a team of six advisors.

Michael Dogum is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at Compass Ion Advisors, LLC since 2024 and previously spent 13 years with Pillar Wealth Advisors, LLC. Outside of advisory roles, he is a licensed insurance agent involved in multi-line insurance brokerage, including life, disability, and long-term care insurance. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various institutions, providing integrated financial planning, investment advisory, and retirement plan consulting. The firm employs a team-driven approach with a focus on strategic asset allocation and long-term investment horizons.