Francis Hoey is the principal and sole advisor at Hoey Investments, Inc., a firm he has led since 2009. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 25 years of industry experience. Hoey Investments, Inc. is an independently owned, SEC-registered advisor providing discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm emphasizes tailored investment objectives, ongoing portfolio monitoring, and a formal policy on the use of artificial intelligence tools, while excluding cryptocurrencies from client portfolios.

Ashley Howard is a Series 65 credentialed advisor with Diversified, LLC in Wilmington, DE, bringing one year of industry experience. Prior to joining Diversified, LLC in 2024, Howard worked at Information to Imaging Technologies from 2013 to 2017. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm employs a comprehensive planning process with ongoing asset management and utilizes both third-party managers and automated platforms to tailor portfolios.

John Gerhardt is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has worked at Radnor Capital Management, LLC since 2020 and previously spent eight years at Pennsylvania Trust Company. Radnor Capital Management serves individual and high-net-worth clients, families, trusts, institutions, and other organizations with wealth management, investment management, and consulting services. The firm employs a bottom-up, fundamental investment process focused on individual securities and concentrated equity holdings, managing approximately $855 million in discretionary assets.

Yongsheng Xu is a financial advisor with Sun Global LLC, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior roles include positions at Citi Bank, Globalink Securities, and Transpacific Financial. Outside of his advisory work, he is involved as a fixed insurance agent with Transpacific Financial and Sun Global, selling fixed insurance products. Sun Global LLC provides discretionary portfolio management services primarily to high-net-worth individuals, using a structured risk questionnaire and Investment Policy Statements to guide its approach. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis across various investment strategies and offers performance-based fee options, market newsletters, and educational webinars.

Scott Lavelle is a CFA® charterholder and holds a Series 63 license. He is currently with Diversified, LLC and previously worked at PNC Bank for 14 years. He has one year of experience in the advisory industry. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm employs a comprehensive planning process with ongoing portfolio oversight and utilizes both third-party managers and proprietary strategies, managing approximately $2.79 billion in assets.

John Mulqueen Jr. is a financial advisor at Alden Capital with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Bluestone Capital Partners and MCG Securities. Outside of his advisory role, he is involved in technology and operations support through AdvizorStack and operations management for the BX partners OCIO platform. Alden Capital Management serves a diverse client base, including high-net-worth individuals, retirement plans, non-profits, and other advisers, managing approximately $1.5 billion in assets. The firm employs a customized asset allocation approach, combining internally managed strategies, third-party managers, and model portfolios, delivered via its Alden COVE platform which integrates household reporting and account management.

William Kreicker is a CFA® charterholder with nine years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Co. from 2001 to 2018. Chadds Ford Wealth Partners is an employee-owned wealth management firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers customized financial planning and investment management, utilizing strategic and tactical asset allocation across various asset classes and incorporating client ESG preferences through independent research providers.

Andrew Bucksner is a CFP® with 10 years of experience in the financial industry. He is currently with Wick Capital Partners, LLC and previously worked at Archetype Advisors, LLC, among other firms. Wick Capital Partners provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets, using a blend of active and passive strategies guided by fundamental analysis, and offers integrated financial planning and retirement-plan consulting under ERISA frameworks.

Robert Welch is a financial advisor at Veery Capital, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Veery Capital since 2013. Outside of his advisory role, he oversees tenant and maintenance relationships for a real estate limited partnership. Veery Capital serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans with discretionary investment management and financial planning services. The firm emphasizes strategic asset allocation primarily through ETFs and passive mutual funds, tailoring portfolios to client goals and risk tolerance with ongoing monitoring and periodic reviews.

Stephen Scialo is a financial advisor with Key Group Management, Inc., holding a Series 66 designation and five years of industry experience. His prior roles include positions at Innovate Advisors, Mallie LLP, Avantax Insurance Services, and UBS Financial Services. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, offering portfolio management, financial planning, and retirement plan consulting. The firm employs fundamental analysis and multiple investment strategies without discretionary trading authority, and coordinates tax planning and accounting through an affiliated tax practice.

David Webster is a financial advisor at Axiom Asset Management in Wayne, PA, holding a Series 66 designation with 18 years of industry experience. He has been with Axiom Asset Management since 2013 and also holds a concurrent role at Purshe Kaplan Sterling Investments. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning services for individuals, high-net-worth clients, trusts, estates, corporations, and employee retirement plans. The firm employs a client-specific, profile-driven investment approach using a variety of strategies and analytical methods, with an emphasis on asset allocation, security selection, and tax considerations.

Kristen Voigtsberger is a financial advisor with Certior Financial Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at MyWallSt Advisory LLC and Hoey Investments, Inc. She is based in King of Prussia, PA. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a multi-disciplined financial planning approach combined with discretionary portfolio management, utilizing both active and passive strategies and third-party sub-advisers.

Timothy Deangelo is a CFA® charterholder with five years of industry experience. He is currently with Smithbridge Asset Management, Inc., where he has worked since 2024. His prior experience includes roles at Creative Planning, LLC, Daniels + Tansey, LLP, and Wharton Business Group, LLC. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, endowments, and institutional clients. The firm focuses on disciplined, fundamentally driven equity selection in large-cap U.S. companies, alongside diversified fixed income and tax-efficient management, offering both individualized account management and model portfolio solutions.

Caroline Kiser is a financial advisor at TGS Financial Advisors in Radnor, PA, holding a Series 65 designation. She joined the firm in 2024 and has experience working in educational and analytics roles prior to her advisory position. 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 through wrap-fee programs. The firm’s investment approach includes mutual funds, ETFs, sub-advisors, and a combination of fundamental and technical analysis, with a specialized advisory track for medical professionals.

Max Berger is a CFP® with eight years of industry experience, currently serving as an advisor at Diversified, LLC in Wilmington, DE. He previously worked at SEI Investment Management Corp for five years before joining Diversified in 2021. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process followed by ongoing reviews and offers tailored portfolio strategies through a combination of third-party managers, automated rebalancing, and manual oversight.

Diane Krainik is a CFP® professional with 4 years of industry experience, currently with Key Financial, Inc., where she has worked for 10 years. She is based in West Chester, PA. Key Financial, Inc. provides comprehensive financial planning and portfolio management services for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach focuses on long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, supported by advanced tools for planning and portfolio monitoring.

Keith Traynor is a CFP® with 35 years of industry experience, currently serving at Traynor Capital Management since 2005. He is based in Malvern, PA, and holds Series 63 and Series 65 licenses. Traynor Capital Management serves individual and high-net-worth clients along with corporate retirement plans, endowments, and foundations, offering portfolio management, financial planning, and consulting services. The firm emphasizes tailored investment strategies across multiple asset classes, with portfolios constructed using a proprietary methodology and managed through a combination of fundamental, technical, and charting analysis.

Patricia Brennan is a Certified Financial Planner® with 40 years of industry experience and serves as President and CEO of Key Financial, Inc. She has been with Key Financial since 1990 and also holds a longstanding role with OSAIC. Outside of her advisory work, she is an author and serves on several nonprofit boards, including Turks Head Health Services and Connect Through Cancer. Key Financial, Inc. offers comprehensive financial planning and portfolio management services for individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes a long-term, asset-allocation-driven investment approach using diversified mutual funds and ETFs, combining planning with ongoing portfolio monitoring and rebalancing.

Michael Collins is a CFP® professional with 28 years of industry experience. He has been with Comprehensive Investment Management, LLC since 2005 and is also co-owner of Collins CPAs, an accounting firm providing tax preparation and accounting services to individuals and businesses. His work with Comprehensive Investment Management primarily involves tax preparation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base including high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified, long-term investment strategies combined with integrated tax planning.

James Quillen is a CFP® professional with seven years of experience in the financial services industry. He is currently with Alden Investment Advisors, LLC and has previously worked at Truist Advisory Services, Inc and Bb&T Wealth. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, nonprofit, and institutional clients. The firm emphasizes customized asset allocations utilizing proprietary strategies and third-party managers, along with a technology platform that integrates held-away account management for unified reporting.