Brian White is a CFP® with 21 years of industry experience and has been with Vermillion & White Wealth Management Group since 2013. He holds a Series 66 license and operates out of Phoenixville, PA. In addition to his advisory role, he is a registered insurance producer in Pennsylvania, dedicating a small portion of his time to that business. Vermillion & White Wealth Management Group serves individuals, institutions, and various types of plans and trusts, managing approximately $231 million across several hundred accounts. The firm employs a disciplined investment process focused on asset allocation, diversification, and periodic rebalancing, utilizing both fundamental and technical research along with third-party model inputs.

Christian Bockrath IV is a financial advisor at Integrity Financial Advisors, LLC with a Series 65 designation. He has no prior industry experience before joining the firm. His professional background includes roles at Advanced Financial Partners, Eagle Fence Company, Prudential, and positions held during his education at Ithica College and Malvern Preparatory. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm often engages its affiliated investment manager, Auour Investments, for ETF-based, model-driven asset allocation strategies tailored to client risk tolerance and planning goals.

Philip Rogers is a financial advisor with Beam Wealth Advisors, Inc. in Newtown Square, PA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Securities America Inc before joining Beam Wealth Advisors, where he has been since 2015. Rogers also engages in the sale of life insurance and annuities to clients. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing financial planning, investment management, and retirement plan consulting. The firm uses asset allocation and diversification strategies guided by Modern and Post-Modern Portfolio Theory, with a multi-adviser platform managing over $1.3 billion in client assets.

Robert Held is a financial advisor at Integrity Financial Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prosperity Wealth Management, Gwynedd Wealth Partners, and Penn Mutual Life Insurance Company. Outside of his advisory role, he is president and partner of an insurance brokerage, Advanced Financial Partners, LLC, where he is involved in life insurance sales and services. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing portfolio management through third-party managers along with financial consulting and retirement planning. The firm primarily recommends active, discretionary management using affiliated investment advisers and model portfolios, monitoring accounts monthly and providing quarterly performance reports.

Matthew Ihlein is a financial advisor at Traynor Capital Management in Malvern, PA, holding a Series 65 designation with 10 years of industry experience. He has been with Traynor Capital Management since 2015. Traynor Capital Management provides portfolio management, financial planning, retirement plan and corporate consulting, and business-funding consulting to individuals, corporate retirement plans, foundations, and other institutions. The firm manages approximately $1.85 billion in client assets and emphasizes direct equity ownership with customized portfolio strategies that incorporate tax considerations when appropriate.

Samantha Silberstein is a CFP® with eight years of industry experience and currently advises at Chicory Wealth, where she has worked since 2025. Her prior roles include positions at Motley Fool Wealth Management, XYPN Invest, and TIAA CREF Individual & Institutional Services. Silberstein also has experience with educational and student loan planning organizations. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering additional services such as tax preparation, estate planning assistance, and business consulting. The firm incorporates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics in its investment approach and supports other registered investment advisers with model portfolio services and operational support.

Ethan Prince is a financial advisor at Nest Egg with Series 63 and Series 66 licenses and three years of industry experience. He has worked at The Vanguard Group, Inc. and Sei, and began his career following his education at West Chester University of Pennsylvania. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to manage diversified portfolios with limited face-to-face contact, serving a large client base primarily through intermediated distribution.

Patrick Johnson is a CFP® and ChFC® with five years of experience in the financial services industry. He has worked at Concentus Wealth Advisors since 2021 and previously held roles at The Vanguard Group and DoorDash. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm employs a tailored investment approach that includes continuous supervision of client accounts across various asset classes and offers specialized planning for complex financial situations.

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 37 years of industry experience. He holds the Series 63 designation and has worked previously at Mcg Securities, LLC and Azarias Capital Partners, LLC. Fish is also involved in life insurance sales, focusing on whole life, term, universal life, indexed universal life, and variable life products. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion in assets, providing discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm offers customized asset allocations through proprietary strategies, third-party managers, and model portfolios delivered via its Alden COVE platform.

Matthew Mainwaring is a CFP® certificant and holds a Series 66 license with four years of industry experience. He is currently with Key Financial, Inc. and OSAIC, where he has worked since 2021. Prior to that, he held roles at Scott Honda of West Chester and College Hunks Hauling Junk and Moving. Key Financial, Inc. provides comprehensive financial planning and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, and various business entities. The firm emphasizes long-term, asset-allocation-driven portfolios based on Modern Portfolio Theory and integrates planning with portfolio monitoring using discretionary accounts custodied at Pershing/Osaic Wealth.

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.

Jake Burnham is a financial advisor at Ballast Financial Advisors, LLC in West Chester, PA. He holds a Series 65 designation and has one year of industry experience. His background includes teaching positions at West Chester University and Montgomery County Community College, as well as roles at Robert W. Burnham Inc. Ballast Financial Advisors serves individual and high-net-worth clients, trusts, employer plans, and business entities by providing asset management, financial planning, and retirement plan consulting. The firm employs a variety of asset allocation strategies and analytical methods, managing both discretionary and non-discretionary portfolios while offering integrated services that include tax and corporate structure advisory.

Tyler Burns is a CFP® certificant with Series 65 and Series 63 licenses and three years of industry experience. He has worked at Keel Point Capital, Compass Ion Advisors, Ballentine Capital Advisors, and Efficient Advisors LLC. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm manages approximately $1.59 billion across discretionary and non-discretionary accounts using a team-driven advisory model that emphasizes strategic asset allocation and long-term holding periods.

Rose Bernardo is a financial advisor with Wellfull who holds a Series 66 credential and has 21 years of industry experience. She has worked at Bernardo Wealth Planning LLC since 2017 and Purshe Kaplan Sterling Investments since 2016. In addition to her advisory role, Bernardo serves as COO for a startup technology company, OnBord, Inc., where she manages sales and marketing operations. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages roughly $866 million in discretionary assets and emphasizes financial planning as the foundation for its investment approach, utilizing model-based asset allocation and multiple analysis methods.

Matthew Haraburda is a CFA® charterholder with seven years of industry experience. He is currently with Wellfull and has previously worked at Bernardo Wealth Planning, Fortress Investment Group, Radcliffe Group, and Morgan Stanley. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages roughly $866 million in discretionary assets and employs a model-based asset allocation approach combined with multiple analysis methods to guide client portfolios.

Spencer Peet is a CFP® with five years of industry experience, currently serving at Key Financial, Inc. He has previously worked at Tristate Financial Advisors and Fortegra Financial Corporation, and spent four years at the University of Delaware. Peet holds an independent insurance agent license, which he maintains to stay informed about insurance products but does not actively use for sales. Key Financial, Inc. provides comprehensive financial planning and portfolio management for a range of clients including high-net-worth individuals, trusts, and retirement plans. The firm emphasizes long-term, asset-allocation-driven portfolios using a buy-and-hold strategy with diversified mutual funds and ETFs.