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.

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.

Ryan Miller is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with Eagle Wealth Strategies, where he has worked since 2023. His prior experience includes roles at Raymond James Financial Services, Bank of America, Merrill, and Ameriprise Financial Services. Eagle Wealth Strategies provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm follows a fundamental, long-term investment approach and offers discretionary and non-discretionary portfolio management, retirement advice, and credit management solutions.

Matthew Ellis is a CFP® with 17 years of experience in financial advising. He is currently with Common Cents Planning, where he serves as co-owner and president. His prior work includes roles at Commonwealth Financial Network and Planning Directions, Inc., the predecessor to his current firm. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning. The firm manages approximately $542 million for around 450 clients, emphasizing client-specific investment policy statements and fundamental analysis to create tailored portfolios with ongoing review and reporting.

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.

Melissa Phillips is a financial advisor at Eagle Wealth Strategies with eight years of industry experience and a Series 66 designation. Her prior roles include positions at Raymond James Financial Services and work related to the Estate of David B. Tapp Sr. Outside of her advisory work, she serves as an executor on a private estate. Eagle Wealth Strategies is a team-based firm serving individuals, trusts, estates, businesses, and charitable organizations with wealth management, investment management, and financial planning. The firm employs a fiduciary, fundamental, and long-term investment approach, utilizing diversified portfolios of mutual funds, ETFs, and selected individual equities.

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.

Aidan Neuberger is a financial advisor at Grey Fox Wealth Advisors, LLC in Rockland, Delaware. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at Bryn Mawr Trust and has been affiliated with the University of Delaware since 2022. Grey Fox Wealth Advisors serves individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $699 million in client assets through a multidisciplinary team that employs customized model portfolios using low-cost mutual funds and ETFs, supported by academic, fundamental, and technical analysis.

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.

Thomas Devine is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Cypress Financial Planning since 2024 and previously held roles at Ally Bank and GNR Group. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutional clients. The firm employs a tailored, holistic process and incorporates sophisticated trading strategies, including derivatives and options, within a team of seven advisors managing approximately $490 million in assets.

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.

Steven Hutchison is a financial advisor at RiversEdge Advisors with a Series 65 credential and three years of industry experience. Prior to joining RiversEdge, he spent 11 years at The Siegfried Group. He is also a partner at RiversEdge Business Services, a public accounting firm. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s approach is based on modern portfolio theory and utilizes ETFs, independent managers, and technology integrations to manage client strategies.

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.

Adrienne Stark is a CFP® professional with 21 years of industry experience. She currently works at Boldin Advisors and has held roles at firms including MISSIONSQUARE RETIREMENT, Fidelity Investments, TIAA CREF, and Facet Wealth. Outside of her advisory practice, she serves as Treasurer on the Young Friends Advisory Board for the Philadelphia Animal Welfare Society, an animal rescue organization. Boldin Advisors offers financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm uses Modern Portfolio Theory to recommend diversified, low-cost index fund portfolios and emphasizes a long-term, buy-and-hold investment approach without discretionary account management.

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.

Matthew Croley is a financial advisor with Sterling Investment Advisors Ltd. in Berwyn, PA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Sterling Investment Advisors since 2007 and also worked at Purshe Kaplan Sterling Investments from 2011. Croley is a licensed independent insurance agent and serves as a notary public, primarily notarizing documents for his firm’s clients. Sterling Investment Advisors, Ltd. manages nearly $1 billion in discretionary assets for individuals, pension plans, charitable organizations, and businesses. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, derivatives, and alternative vehicles such as interval and private funds, tailoring portfolios through client discussions and ongoing supervision.