Eric Maslowsky is a financial advisor with Alden Investment Group, holding a Series 66 designation and 15 years of industry experience. His prior work history includes roles at Franklin Mint FCU, LPL Financial, Morgan Stanley, and PFG Advisors. He has been with Alden Investment Advisors and J. Alden Associates since 2023. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, and it provides specialized retirement program design and participant education for employer plans.

Robert Lansing is a financial advisor at Alden Investment Group with 41 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lansing holds a Series 63 designation. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers, using customized asset allocations and proprietary technology platforms to support comprehensive advisory services.

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.

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.

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.

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.

David Koehler is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Eagle Wealth Strategies. His previous experience includes roles at Janney Montgomery Scott and Raymond James Financial Services. He is a board member of the South Jersey Young Professionals Associates, a nonprofit organization supporting local South Jersey nonprofits. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamental analysis-driven investment process with diversified model portfolios and offers comprehensive wealth management, financial planning, and consulting services.

Lillia Smith is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with RTD Financial Advisors Inc and previously worked at Corient and Radnor Financial Advisors, among other firms. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. 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.

James Whalen is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Cypress Financial Planning, joining the firm in 2025 after seven years with Dravo Bay, LLC dba Blue Rock Dravo Bay and one year at Blue Rock Financial Group. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutional plan sponsors. The seven-advisor team manages approximately $490 million in assets, providing financial planning, investment management, and retirement-plan consulting through a tailored, holistic process that includes advanced trading strategies and a fiduciary fee-only model.

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.

Jason Snipe is a financial advisor at Odyssey Capital Advisors Inc. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kestra Financial Services, Inc. and Saxony Securities, Inc. Outside of his advisory role, he serves as Co-Vice Chairman of La Salle Academy, a college-preparatory high school in New York City, and contributes to CNBC as an independent contractor discussing investment analysis. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm uses fundamental analysis and a variety of investment strategies, tailoring programs to client goals and risk tolerances while offering ongoing portfolio monitoring and coordination with third-party managers.

Caroline Kiser is a financial advisor at TGS Financial Advisors with a Series 65 designation and one year of industry experience. Her background includes roles in education and analytics before joining TGS Financial Advisors. TGS Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers wrap fee programs and employs a variety of investment strategies, including the use of mutual funds, ETFs, sub-advisors, and options, supported by third-party platforms and AI oversight.

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.

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.

Kay Kidwell is a CFP® professional at RiversEdge Advisors with 18 years of industry experience. Prior to joining RiversEdge Advisors, Kidwell worked at Fidelity Investments and The Haverford Trust Company. 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’s investment approach is based on modern portfolio theory and primarily utilizes ETFs, rebalancing, and independent managers, supported by technology platforms and custodial relationships.