John Hickey III is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Integrity Investment Advisors, LLC and has worked at Comprehensive Advisors LLC since 2006. Outside of his advisory role, he serves as a constable for the state of Pennsylvania and is treasurer of the Pennsylvania Fraternal Order of Constables. He also leads a tax preparation and bookkeeping firm and provides employee assistance program training on financial topics. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers financial planning and portfolio management with an investment approach that emphasizes diversification, cost control, tax efficiency, and a combination of fundamental and technical analysis.

Melissa Devlin is a CFP® professional at Thrive Wealth Management, LLC with seven years of industry experience. She has worked at Thrive Wealth Management since 2018 and previously spent six years at Sei. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies including model portfolios, tax-aware management, and the use of independent managers, and it manages approximately $1.28 billion in discretionary assets.

Samuel Liebman is a financial advisor at Amplius Wealth Advisors with 56 years of industry experience. He holds a Series 63 designation and has previously worked at Merrill Lynch, Bank of America, and Amplius Asset Management. Liebman is also a licensed insurance agent. 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 managers. The firm offers customized advice, incorporating model portfolios and independent sub-advisers, and utilizes third-party platforms to implement and monitor client strategies.

Gbarclai Mowenn is a CFP®-credentialed financial advisor with one year of experience, currently with Compass Ion Advisors, LLC. His prior roles include positions at Logan Capital Management LLC, Tiedemann Advisors / ALTI Global, MRP, and Vanguard Group. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, charitable organizations, and other entities. The firm provides integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven model, managing approximately $1.59 billion with an investment approach focused on strategic asset allocation and long-term holding periods.

Nicholas Bernardo is a CFP® with 19 years of industry experience, currently serving at Wellfull. He has worked with Bernardo Wealth Planning LLC since 2017 and Purshe Kaplan Sterling Investments since 2016. Outside of advisory roles, he is involved in real estate development and technology product development. Wellfull serves individuals, families, trusts, retirement plans, and other organizations, 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, also offering private investment vehicles through its affiliated B Capital funds.

Jonathan Cahill is a CFP® with eight years of industry experience, currently serving as a financial advisor at Diversified, LLC. His prior roles include tenures at Crossgate Wealth Advisors, Girard Advisory Services, LPL Financial, and National Planning Corporation. 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 with ongoing asset management, utilizing both third-party managers and proprietary platforms to tailor client portfolios.

John Carson is a financial advisor at Northstar Asset Management Company, LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Northstar, he worked at Glenmede Trust Company, Oppenheimer, and Merrill. Since 2024, Mr. Carson has served as an Independent Director for the Federated Hermes Premier Municipal Income Board, a diversified closed-end management investment company. NorthStar Asset Management Company provides investment management and ERISA fiduciary services to individuals, high-net-worth clients, businesses, charitable organizations, and retirement plans. The firm employs a growth-biased investment approach using fundamental analysis and asset allocation optimization, managing approximately $660 million with a compact advisory team.

Matthew Mc Carter is a financial advisor with Onyx Bridge Wealth Group LLC and holds a Series 65 designation. He has been with Onyx Bridge Wealth Group since 2025, with prior experience in various roles outside the financial industry, including working at Game 7 Baseball Inc and DoorDash. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering services such as asset management, financial and retirement plan consulting, donor-advised fund advice, and trust establishment assistance. The firm utilizes third-party research and internally developed portfolio models and is notable for its coordinated service offerings with affiliated tax and retirement plan businesses.

Robert Habig II is a financial advisor with Ellis Investment Partners, LLC in Berwyn, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Ellis Investment Partners since 2015. Outside of his advisory role, he serves as a board member of Manor West Commons Owners Association, where he participates in financial oversight and operational decisions. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to clients’ risk tolerance and emphasizes diversification and tax-aware management, offering a range of investment options and ERISA retirement plan services.

Matthew Donahue is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Thrive Wealth Management, LLC since 2018 and previously worked at United Capital Financial Advisers, LLC for five years. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm employs client-specific strategies using a variety of model portfolios and emphasizes tax-aware management, regular portfolio reviews, and rebalancing.

David Newcomb is a financial advisor with Sterling Investment Advisors Ltd. in Berwyn, PA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Sterling Investment Advisors Ltd. since 2006 and at Purshe Kaplan Sterling Investments since 2011. Outside of his advisory work, he serves as a member of the Board of Elders at Christ Community Church. Sterling Investment Advisors Ltd. provides discretionary portfolio management, retirement plan consulting, and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm manages nearly $1 billion in assets and employs a range of investment strategies, including the use of derivatives and cryptocurrency exposure where appropriate.

Michael Newman is a ChFC® with 23 years of industry experience, currently serving as an advisor at Ellis Investment Partners, LLC since 2012. He also holds a role as a broker for several insurance companies, selling life, disability, long-term care, and fixed annuities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a dynamic asset-allocation approach with an emphasis on diversification and tax-aware management, and offers a comprehensive suite of ERISA retirement plan services.

Richard Boyle is a financial advisor at TGS Financial Advisors with a Series 65 designation. He has one year of industry experience and a background in media production, having worked at several content and production companies prior to joining TGS. TGS Financial Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers both discretionary and non-discretionary advisory services through wrap fee programs and employs a range of investment strategies including mutual funds, ETFs, and options.

Kevin Case is a financial advisor at Ellis Investment Partners, LLC in Berwyn, PA, holding Series 65 and Series 63 licenses with six years of industry experience. He previously worked for Hartford Funds Distributors, LLC for eight years and Ed Hanway Insurance, LLC State Farm Agency for four years. Ellis Investment Partners provides advisory and planning services to individual and institutional clients, including high-net-worth individuals, trusts, small businesses, and retirement plans. The firm employs a dynamic asset-allocation strategy with a variety of investment options and maintains a notable retirement plan practice offering ERISA fiduciary and non-fiduciary services.

Gregory Obin is a financial advisor at Alden Investment Group with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Leaf Home, Lower Allen Township, and served six years in the Air Force. 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 and third-party strategies and employs technology platforms to provide integrated, fiduciary-focused services, including retirement program design and participant education.

Matthew Resch is a financial advisor with Alden Investment Group, holding a Series 63 license and 24 years of industry experience. His prior roles include positions at PNC Capital Markets, Ambassador Partners, and Ambassador Financial Group, where he was also founder and managing partner of Ambassador Financial Group, LLC. He is a 12.5% owner and director of Argyle Capital Management, LLC, though he is not involved in its daily operations or investment decisions. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside fiduciary and financial planning services. The firm uses a proprietary investment approach combining its Alden Capital Management strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technology and service providers.

Heather Tracey is a financial advisor at Meridian Wealth Partners, LLC with 24 years of industry experience. She holds a Series 65 credential and has worked at Meridian since 2017, previously with American Portfolios Financial Services, Inc. and HJ Wealth Management LLC. Outside of advisory work, she is involved in jewelry sales with Origami Owl. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for around 707 clients through a ten-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, evidence-based investment approach that incorporates Modern Portfolio Theory and the Efficient Market Hypothesis.

Amanda Graf is a financial advisor at Presilium Private Wealth, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Cello Health. Outside of financial advising, she works as an independent contractor driver for Uber Technologies, Inc. Presilium Private Wealth is a discretionary investment adviser managing over $670 million for individuals, trusts, retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and business consulting services. The firm utilizes a fiduciary, client-centered approach that combines fundamental analysis with both passive and active strategies across a diverse investable universe.

Michael Church is a financial advisor at Addison Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nest Investments BD LLC and Nest Investments LLC since 2016 and 2018, respectively. He is also the Managing Partner of Numismatic LLC, a role he dedicates approximately 16 hours per month to. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor portfolios across a broad range of asset classes, managing accounts on both discretionary and non-discretionary bases.

James Gowen II is a CFA® charterholder with over 11 years of experience in the investment industry. He is currently with Radnor Capital Management, LLC and has previously worked at Spouting Rock Asset Management and Kalmar Investments. Gowen serves as a compensated trustee for families and as a trustee for the Diomedes Foundation trust managed by Radnor Capital; he also participates on the investment committee of the HMS School, a local nonprofit in Philadelphia. 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 typically constructs concentrated equity portfolios with a contrarian, core style approach.