Timothy Thomas is a financial advisor at Members Wealth LLC with 15 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at several firms including CS Planning Corp., Integrative Investing, and Hoey Investments. Outside of his advisory roles, he served at Cate School and Swell Athletic Club for eight years each. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm employs a fundamental analysis approach to long-term portfolio construction using low-cost mutual funds, ETFs, and individual securities, with regular portfolio rebalancing to align with client objectives.

Zachary Merring is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with RTD Financial Advisors Inc in Philadelphia, PA, where he has worked since 2023. His prior experience includes roles at Lincoln Financial Advisors, OmniGrowth Wealth Professionals, and William Paterson University. 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 comprehensive retirement-plan support.

Robert Kuberski Jr. is an advisor at NewSquare Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services, Cohen & Steers, Eaton Vance Management, and Ridgeworth Capital Management. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a range of individual and institutional clients. The firm focuses on diversified, strategic asset allocation using ETFs, equities, and fixed income, and employs sub-advisors and tax-aware investment strategies within its client portfolios.

Christopher Vassallo is a CFP® professional with 13 years of experience in financial advising. He has been with RTD Financial Advisors Inc since 2010. 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 focuses on life-centered financial planning, personalized investment management, and fiduciary consulting, utilizing an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Donna Teets is a financial advisor at Almanack Investment Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including StoneBridge Advisors, Inc., Domani Wealth LLC, and United Capital Financial Advisers, LLC. In addition to her advisory work, she participates as an independent contractor in consumer product testing. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individual and institutional clients. The firm employs model asset allocation portfolios focused on diversified, risk-conscious strategies and offers a range of investment approaches including adviser-managed pooled funds and private fund platforms.

Owen Mulhern IV is a CFP® with 24 years of industry experience, currently serving at Financial Coach, a team-based firm in West Chester, PA. He has worked with FC Advisory, LLC since 2014 and has been associated with LPL Financial dba Financial Coach since 2007. FC Advisory, LLC provides financial planning and portfolio management to retail clients at various life stages through its dual-brand model: Financial Coach for retirees and near-retirees, and New Wealth Project for young families and emerging professionals. The firm customizes portfolios based on client goals, time horizon, and risk tolerance, primarily using mutual funds and ETFs, and offers both one-time plans and ongoing implementation services.

Brian Carney is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently a partner at Riversedge Advisors and RiversEdge Business Solutions, with prior roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory work, he is involved in a public accounting firm affiliated with RiversEdge and owns an independent insurance agency. RiversEdge Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a modern portfolio theory approach with primarily ETF-based strategic allocations, complemented by third-party manager recommendations and integrated technology platforms.

Marisa Facciolo is a financial advisor at RiversEdge Advisors with four years of industry experience. She holds a Series 66 designation and has previously worked at Truist Investment Services, Hawthorn/PNC Family Wealth, and BNY Mellon. Outside of her advisory role, she owns a coaching business focused on mentoring women in career development and personal growth. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm uses a modern portfolio theory approach, primarily utilizing ETFs and integrates technology and third-party managers to tailor wealth management to client goals.

Jordan Goldstein is a financial advisor with 10 years of industry experience, currently associated with 1st Financial Investment, Inc. He holds credentials as a CPA and IT Auditor Manager and serves as a board member of 1st Financial Investments, Inc. Goldstein's prior work includes roles at Endo Pharmaceuticals, Inc., Delaware River Port Authority, and Clarivate, Inc., among others. He also operates JGold Consulting, LLC. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset-allocation approach combining passive index funds and ETFs with active managers, offering advice on a non-discretionary basis while monitoring outside money managers.

Erin Eliason is a financial advisor at RiversEdge Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at RiversEdge Advisors since 2020. Prior to that, she was employed at M HOLDINGS SECURITIES, Inc. and Newton One Advisors. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach relies on modern portfolio theory, employing strategic asset allocations primarily with ETFs, along with rebalancing and selective shorter-term trades.

Brendan Keane is a Series 65-licensed financial advisor at Smithbridge Asset Management, Inc. with two years of industry experience. Prior to joining Smithbridge, he worked at TMNAS Services and has a background that includes time as a full-time student and work at the YMCA. Smithbridge Asset Management is an SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm focuses on fundamentally driven equity selection in large-cap U.S. companies, complemented by diversified fixed income and tax-efficient management, and offers both individualized account management and model portfolio solutions.

Guilian Dileonardo is a CFP® and holds a Series 66 license, with nine years of industry experience. He is currently part of Liberty One Wealth Advisors in Philadelphia, where he has worked since 2021. Prior to this, he held positions at Bank of America and Merrill from 2017 to 2021. Dileonardo is also the Managing Director of Liberty One Private Risk, an insurance agency. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as retirement accounts and some charitable and institutional clients. The firm’s investment approach focuses on goals-driven asset allocation using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash flow needs.

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.

Ravi Dattani is a CFP® with five years of industry experience and is currently a managing member at AssetBook, LLC, a software company that provides portfolio accounting solutions to investment advisors. He has been affiliated with Schiavi + Dattani since 1998. Clariti Wealth Advisors is a registered investment adviser serving individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in client assets. The firm offers comprehensive financial planning combined with investment management, using diversified portfolios across multiple asset classes and a mix of active and passive strategies, with an emphasis on manager selection and ongoing monitoring.

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.

Stephen Crifasi is a CFP® with three years of industry experience. He is part of the team at Westover Capital Advisors, LLC and has previously worked at Glenmede Trust Company and Wilmington Trust Company. Westover Capital Advisors manages approximately $568.6 million for about 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides discretionary investment management, wealth advisory, and trust services, integrating tax and accounting offerings through an affiliated entity.

Fan Feng is a CFP® with eight years of industry experience and currently serves at Liberty One Wealth Advisors in Philadelphia. Before joining Liberty One Wealth Advisors in 2021, Feng held roles at Bank of America, Merrill, Citizens Securities, Citizens Bank, Chubb Insurance, and Gilbane Building Company. Feng is also a board member of the Drexel University Alumni Board of Governance. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, retirement accounts, and some charitable and institutional clients. The firm employs a goals-driven asset allocation approach using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.

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.

Peter Toscani is a CFP® and CFA® with six years of industry experience. He has worked at Mitchell Sinkler & Starr since 2019 and previously at Chartwell Investment Partners from 2016 to 2019. He is based in Philadelphia, PA. Mitchell Sinkler & Starr serves high-net-worth individuals, families, estates, trusts, endowments, and foundations, employing a long-term, goal-based investment approach that combines top-down macro analysis with bottom-up fundamental research. The firm manages approximately $1.79 billion and focuses primarily on non-discretionary advisory relationships.

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.