Patrick Johnson is a CFP® and ChFC® affiliated with Concentus Wealth Advisors, bringing six years of industry experience. Prior to joining Concentus in 2021, he held roles at The Vanguard Group and DoorDash, as well as various positions connected to Temple University. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities with discretionary investment management, financial planning, and consulting. The firm provides tailored strategies and continuous account supervision across a range of asset classes, offering private wealth and family-office style planning.

Paul Strid is a financial advisor with Concentus Wealth Advisors in Newtown Square, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Concentus Wealth Advisors since 2014. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities by providing investment management, financial planning, and consulting services. The firm employs a diversified, multi-method investment approach and offers discretionary portfolio management along with customized planning modules.

Robert Fish is a financial advisor at Alden Capital with 38 years of industry experience. He holds a Series 63 designation and has worked previously at firms including J Alden Associates, Mcg Securities, Kestra Investment Services, and New England Securities. Outside of financial advising, he is involved in life insurance sales. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and non-profit entities, offering customized asset allocation through a combination of internally managed strategies, third-party managers, and model portfolios. The firm is also notable for its role as a private fund adviser and its use of performance-based fee arrangements.

Christian Williams is a financial advisor at Medallion Wealth Advisors, LLC in Philadelphia, PA. He holds a Series 65 credential and has worked in the financial industry since 2019, including roles at The Michaels Organization and Berkadia. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, estates, retirement accounts, charitable organizations, and plan sponsors. The firm provides portfolio management, financial planning, pension consulting, and utilizes client-specific investment policies with a range of strategies including mutual funds, ETFs, and third-party managers.

Kate Poole is a financial advisor at Natural Investments with seven years of industry experience. She holds a Series 65 designation and has worked at Natural Investments since 2018, following prior roles at RSF Social Finance and Regenerative Finance. Natural Investments is a values-focused firm serving individual clients—including high-net-worth households—institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes asset-class diversification and long-term investment strategies primarily utilizing socially responsible funds and community investment instruments.

Norman Macqueen is a financial advisor at Thrive Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrive Wealth Management since 2015. Outside of his advisory role, he serves as Investment Committee Chair and Trustee for InFaith, a faith-based ministry and missions organization. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors by offering investment management, financial planning, and retirement plan consulting services. The firm employs a client-specific investment approach that includes model portfolios, tax-aware management, and the use of independent managers.

Harry Mccullough is a CFP® with 28 years of industry experience and has been with Comprehensive Investment Management, LLC since 2005. He is based in Philadelphia, PA, and holds the Series 63 designation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified allocations using primarily actively managed equity mutual funds with significant foreign exposure and index bond funds, following a long-term, low-turnover strategy integrated with tax planning through its team credentials.

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 currently with Compass Ion Advisors, LLC, holding securities licenses Series 63 and Series 65. He has three years of industry experience and has previously worked at Ballentine Capital Advisors and Efficient Advisors LLC. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, colleges, schools, and charitable organizations by providing integrated financial planning, investment advisory, and retirement plan consulting services. The firm manages approximately $1.59 billion and employs a team-driven approach focused on strategic asset allocation and long-term investment holding periods.

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.

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.

Philip Matalucci IV is a CFP® and Series 66-registered advisor at Amplius Wealth Advisors with six years of industry experience. He previously worked at Merrill and Merrill Lynch before joining Amplius Wealth Advisors in 2022. He is also an independent licensed insurance agent for life and health insurance. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm offers customized discretionary advice and leverages affiliations with Amplius Asset Management and Dynasty Financial Partners to support its investment management and operational capabilities.

Kevin Dombrowski is a Series 65-licensed advisor at Grey Fox Wealth Advisors, LLC with eight years of industry experience. He previously worked at Morningstar, Inc. and MainLine Private Wealth, LLC before joining Grey Fox Wealth Advisors in 2020. Outside of advisory services, he is a Partner at Grey Fox Capital, LLC, a private equity firm focused on Opportunity Zone investments. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension consulting. The firm employs a model-based, academic investment approach using low-cost mutual funds and ETFs, with flexibility for customized allocations and alternative investments.

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.

Eric Rohtla is a CFP®-certified financial advisor with four years of industry experience, currently with Passive Capital Management, LLC. Prior to joining Passive Capital Management, he held positions at the Academy of the New Church and The Vanguard Group, Inc. He has also been involved with the Glencairn Museum during his career. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors and serves individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm follows a passive, asset-allocation investment approach using index mutual funds and ETFs, offering discretionary and non-discretionary management along with ERISA 3(21) retirement plan advisory services.

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 industry experience, currently serving as an advisor at DT Investment Partners, LLC since 2024. Prior to joining DT Investment Partners, he worked for eight years at The Vanguard Group, Inc. DT Investment Partners provides discretionary and non-discretionary investment management and comprehensive financial planning to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs an active management approach using fundamental and technical analysis to tactically adjust asset allocation across multiple asset classes.

Michael Stanton is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Thrive Wealth Management, LLC since 2015. He holds Series 63 and Series 65 licenses and participates as a group health insurance plan consultant in a partnership outside of his advisory role. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering a range of investment management, financial planning, and retirement consulting services. The firm employs a client-specific approach using model portfolios, tax-aware strategies, and both fundamental and technical analysis.

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.