Andrew Thrift is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. He has worked with Market Street Wealth Management and USA Financial Securities since 2016 and previously spent over a decade at K.C.S.D. In addition to his advisory roles, he is involved with multiple financial service entities including Market Street Financial Group, Leppert Holt Consulting LLC, and Watford Wealth Management, focusing on financial advisory and related services. Market Street Wealth Management advises individual and high‑net‑worth clients through multiple teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to unaffiliated money managers. The firm employs a fundamentals-driven, long-term investment approach with strategic asset allocation and supplements investment management with tailored financial planning services.

Gabriel Fairorth is a financial advisor at Sterling Investment Advisors Ltd. with four years of industry experience. He holds a Series 65 credential and has worked at Sterling since 2021. Outside of his advisory role, he assists with club activities at Waynesborough Country Club. Sterling Investment Advisors Ltd. is a team-based, SEC-registered firm that provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and other entities. The firm uses a variety of investment strategies, including derivative-related approaches and cryptocurrency exposure when appropriate, and incorporates account-aggregation platforms and multiple implementation pathways.

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.

Mary Mcclennen Glica is a financial advisor with Vermillion & White Wealth Management Group in Phoenixville, PA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior roles include positions at LPL Financial LLC, Voya Financial Advisors, Inc., and National Planning Corporation. Vermillion & White Wealth Management Group provides portfolio management, comprehensive financial planning, and pension consulting to individuals, institutions, and charitable organizations. The firm manages approximately $231 million across several hundred accounts and employs an investment process that emphasizes asset allocation, diversification, and periodic rebalancing based on both fundamental and technical research.

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.

Martha Pope is a CFP® professional with three years of industry experience, currently serving at Wellfull (Bernardo Wealth Planning, LLC). She has been with Bernardo Wealth Planning since 2019 and previously worked with the Gift of Life Donor Program. 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 through an affiliated entity. 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.

Henry Hudson V is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently affiliated with CapFinancial Partners, LLC (CAPTRUST) since 2026 and previously worked at Stillwater Capital Advisors, LLC for eight years, as well as UBS Financial Services Inc. for five years. Stillwater Capital Advisors serves individual and high-net-worth clients along with pension and endowment plans, charitable organizations, and corporate accounts. The firm offers tailored investment recommendations and combines fundamental and cyclical analysis with strategic asset allocation, focusing on long-term holdings and discretionary portfolio management.

Derek Dobin is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior work includes a decade with Prudential Insurance Company of America and Pruco Securities. He currently serves as Managing Director at Creative Capital, where he also functions as a senior wealth strategist. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, offering a 12-month tax mitigation program and access to alternative investments. The firm generally manages client accounts on a non-discretionary basis and employs both fundamental and technical analysis with a long-term investment approach.

Joseph Martinez is a financial advisor at Entrust Financial LLC in Wayne, PA, with 15 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Entrust Financial in 2021, he worked at Janney Montgomery Scott from 2016 to 2019. Entrust Financial is a registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses fundamental analysis and a multi-step process to set long-term investment objectives and asset allocation, typically implementing portfolios with mutual funds, ETFs, and selected independent managers.

Ian Higgins is a financial advisor at Clearview Financial Partners with 4 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SEI Investments and The Vanguard Group. Clearview Financial Partners serves individuals, high-net-worth clients, and small businesses by providing asset management, financial planning, and retirement-plan consulting. The firm manages approximately $1.06 billion across over 600 client relationships, employing an open-architecture investment approach with a mix of fundamental, tactical, and quantitative methods.

Mark Manning is a financial advisor with Compass Ion Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at United Capital Financial Advisers, LLC and CT Financial Advisors, LLC. Manning serves on the boards of several nonprofits, including the Harry Cohen Foundation and the Delaware Lawyers' Fund for Client Protection, and he is an investment committee member for the United States Tennis Association. Compass Ion Advisors serves individuals, families, and institutional clients such as trusts, retirement plan sponsors, and charitable organizations. The firm provides integrated financial planning and investment advisory services, managing approximately $1.59 billion through a team-driven model with an emphasis on strategic asset allocation and long-term investment horizons.

Gustavo Masri is a financial advisor at Alden Investment Group with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors, Wells Fargo Clearing, and Raymond James & Associates. Masri serves as treasurer for Congregation Mikveh Israel, a nonprofit religious organization in Philadelphia. Alden Investment Group provides portfolio management and financial planning services to individuals, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and integrated technology platforms, with a notable emphasis on fiduciary services and participant education for employer plans.

Nicholas Sun is a financial advisor with Ellis Investment Partners, LLC in Berwyn, PA. He holds a Series 65 designation and has eight years of industry experience. He has been with Ellis Investment Partners since 2013. Ellis Investment Partners provides investment advisory and planning services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm uses a dynamic asset-allocation approach across various investment options and offers both fiduciary and non-fiduciary retirement plan services.

William Kaeli Jr. is a financial advisor at Northstar Asset Management Company, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at PNC Bank and PNC Investments. Kaeli has been with the Northstar team since 2021. NorthStar Asset Management Company provides investment management and ERISA fiduciary services to individuals, high-net-worth clients, businesses, charitable organizations, and retirement plans. The firm employs a growth-biased investment strategy based on fundamental analysis and asset allocation, managing approximately $660 million with a compact advisory team.

Anthony Bernardo Jr Jr. is a financial advisor with Wellfull, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His work history includes time at Bernardo Wealth Partners LLC and Purshe Kaplan Sterling Investments, with a focus on wealth planning and investment management. 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 through an affiliated entity. The firm emphasizes financial planning as the foundation of its investment approach and manages portfolios using model-based asset allocation supported by multiple analysis methods.

Thomas Skelley is a financial advisor at Trillium Wealth LLC with 14 years of industry experience. His prior roles include positions at Carson Wealth, Wealthcare Advisory Partners LLC, and LPL Financial. Outside of advisory work, he is involved in several business entities unrelated to securities, including ownership roles in real estate-related companies. Trillium Wealth LLC serves a diverse client base with portfolio management, financial planning, retirement plan consulting, and private placement investment services. The firm employs a multifaceted investment approach incorporating quantitative, fundamental, technical, and economic analysis, along with discretionary management of over $544 million in assets.

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.

Mark Meloro is a financial advisor with Market Street Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Market Street Wealth Management since 2010 and is also associated with Market Street Financial Group and USA Financial Securities. Outside of advisory work, Meloro co-owns Market Street Tax Services, a tax preparation business operating during tax season. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes a long-term, fundamental analysis approach, utilizing diversified mutual funds and ETFs, and employs Fidelity’s automated platform with Geode as a sub-adviser for model management.