Allison Kade is a CFP® and holds a Series 65 license, currently serving at WealthFD with one year of industry experience. Her background includes a year at Morgan Stanley and entrepreneurial roles, such as operating Contented Content LLC since 2018. WealthFD provides advisory services to individuals, high-net-worth clients, and retirement plans, offering portfolio management, comprehensive financial planning, and pension consulting with a focus on tax-efficient and ESG portfolios, options, and margin trading strategies. The firm integrates accounting and advisory services through formal affiliations, delivering tax preparation, bookkeeping, and tax-planning alongside investment management.

Megan Keenan is a financial advisor at Lansing Street Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets and Janney Montgomery Scott. Lansing Street Advisors is a team of six advisors providing discretionary and non-discretionary wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis, utilizing exchange-traded funds alongside mutual funds, individual equities, fixed income, and independent manager allocations.

Crescenzo Galli is a financial advisor at Wealth Management Associates, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Osaic Wealth, Inc. and Securities America, Inc. In addition to his advisory role, he owns and manages a real estate business. Wealth Management Associates, Inc. serves individuals, pension plans, charities, and small businesses, managing over $646 million in assets. The firm offers portfolio management, financial planning, and pension consulting, combining investment management with accounting and insurance services.

Carol Gangewer is a financial advisor with Compass Ion Advisors, LLC in Conshohocken, PA, holding Series 63 and Series 65 designations and with 33 years of industry experience. She has worked at Compass Ion Advisors since 2008 and has prior experience with APW CAPITAL, INC. and EGE Advisors, Ltd. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, educational institutions, and charitable organizations. The firm offers integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven model focused on strategic asset allocation and long-term holding periods.

Alan Bates is a financial advisor at Hamilton-Bates Investment Research, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hamilton-Bates since 1998. Hamilton-Bates Investment Research, Inc. provides continuous asset management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs multiple analytic methods and offers both discretionary separate-account management and model-based programs.

Keith Hardman III is a CFP® professional with eight years of industry experience. He has worked at Prudent Management Associates since 2018 and previously spent four years at Bryn Mawr Trust. He is based in Philadelphia, PA. Prudent Management Associates serves high-net-worth individuals, charitable institutions, foundations, endowments, and corporate plans. The firm manages approximately $1.23 billion through a small team of five advisors, focusing on discretionary portfolio management and limited consulting using primarily low-cost, no-load mutual funds and risk-based model portfolios.

James Tatlow is a financial advisor with Barton Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Stifel Nicolaus for 12 years before joining Barton in 2020. Barton Investment Management offers 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 with a long-term orientation and reports approximately $1.0 billion in discretionary assets across about 96 client relationships managed by a four-advisor team.

Mckenzie Frankel is a CFP® with 21 years of industry experience and has been with Entrust Financial LLC since 2015. She serves as treasurer on the board of Adoptions From The Heart and is the secretary of the local chapter board for the National Association of Women Business Owners (NAWBO). Entrust Financial is a registered investment adviser that provides financial planning, consulting, and investment management to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm manages approximately $350.9 million in client assets through a team of five advisors, using fundamental analysis and a multi-step process to tailor portfolio management primarily on a discretionary basis.

Gabriel Toribio is a financial advisor with Odyssey Capital Advisors Inc. He holds a Series 65 designation and has been with Odyssey since 2026. Prior to joining the firm, he worked at PepsiCo from 2022 to 2026 and has experience at several other employers including Penn State University and Ollies Bargain Outlet. 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 tailored to client goals and risk tolerances, and also offers educational seminars and fixed insurance products.

Victoria Provost is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Planning Directions, Inc. dba Common Cents Planning and Commonwealth Financial Network since 2017. Outside of advisory work, she is involved in fixed insurance sales. Common Cents Planning serves individual and high-net-worth clients by providing investment management and comprehensive financial planning, managing approximately $542 million across about 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to build tailored portfolios, supported by ongoing reviews and reporting.

John Devine is a financial advisor at Northeast Advisers, Inc. in Paoli, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Northeast Advisers since 2000. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations. The firm follows a four-step advisory process and offers primarily non-discretionary services, using a best-of-breed approach that includes no-load mutual funds, ETFs, and individual securities.

Frederick Bruenner is a CFA® charterholder with 14 years of industry experience, currently serving as a partner and portfolio manager at Fort Point Capital Partners LLC, where he has worked since 2018. His prior experience includes roles at Gordian Investments and Cypress Point Solutions. He is also the managing member of a family and friends LLC holding a passive investment in Restore Hyper Wellness. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices through discretionary separately managed accounts and private pooled vehicles. The firm emphasizes risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles while employing derivative and leverage techniques in certain accounts.

Andrew Gilinsky is a financial advisor with CPC Financial Planning, Inc. in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2019 and previously at Royal Alliance Associates, Inc. for 22 years. Gilinsky is also involved with Clairmont, Paciello & Co., P.C., a tax preparation and accounting firm. CPC Financial Planning, Inc. provides written financial planning, annual plan monitoring, and hourly advice for individuals, corporations, and other business entities, focusing on coordinated recommendations covering investments, tax planning, retirement, insurance, and estate matters. The firm operates on a non-discretionary, fee-for-service basis and is closely integrated with a certified public accounting practice, supporting tax and accounting coordination within its planning services.

Glenn Williams is a financial advisor with Northstar Financial Companies, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has served as president of A.H. Williams, an investment adviser specializing in municipal bonds, since 2002. Northstar Financial Companies, Inc. provides comprehensive financial planning and investment management for individual and high-net-worth clients, utilizing a goals-based, fundamental investment approach across various asset types. The firm offers discretionary and non-discretionary services, including a wrap-fee program and specialized equity and fixed-income strategies.

Morgan Frees is a Series 66 licensed advisor at Addison Capital with five years of industry experience. Prior to joining Addison Capital in 2023, he held roles at JPMorgan Chase Bank NA and JPMorgan SECURITIES LLC. He also serves as Director and Wealth Advisor at Addison Capital. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios across a broad range of instruments, managing accounts on both discretionary and non-discretionary bases.

Christopher Mallon is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has been with Pennsylvania Capital Management Inc. since 2018 and previously worked at Hobbs Group Advisors, LLC. The firm provides individualized investment management, consulting, financial planning, and private fund advice to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. Pennsylvania Capital Management manages approximately $848.6 million in assets and employs a mix of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services across multiple offices.

Joseph Hogan is a CFP® professional with seven years of industry experience, currently serving as an advisor at WealthFD. His prior roles include positions at Mariaca Wealth Management, LLC and RTD Financial Advisors, Inc. Outside of advising, he is a partner in MortgageFD LLC, an independent mortgage brokerage, and is involved in affiliated accounting and dental consulting businesses. WealthFD provides advisory services to individuals, high-net-worth clients, and retirement plans, offering portfolio management, financial planning, and pension consulting, including ERISA 3(21) and 3(38) services. The firm’s investment approach integrates fundamental, quantitative, and technical analysis, with a distinctive blend of accounting and mortgage brokerage services that enhance its wealth management offerings.

Earl Clairmont Jr. is a CFP® with 38 years of industry experience, currently serving at CPC Financial Planning, Inc. He has previously worked at LPL Financial and Royal Alliance Associates, INC. since 1997. In addition to his financial advisory roles, he is involved with Clairmont, Pacielo & Co., P.C., a firm providing tax preparation and accounting services. CPC Financial Planning, Inc. offers written financial planning, annual plan monitoring, and hourly advice to individuals, corporations, and business entities. The firm emphasizes non-discretionary, fee-for-service planning combined with affiliated brokerage and insurance services, supported by a team with multiple professional credentials and close integration with a certified public accounting practice.

Jessica Han is a financial advisor at Nest Egg with eight years of industry experience and holds a Series 66 designation. She previously worked at Cetera and Flushing Bank. Outside of her advisory role, she serves as First Vice President of the Flushing Central Lions Club International, contributing to community service. 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 employs proprietary quantitative and qualitative models to manage diversified portfolios on a discretionary basis, serving a large client base primarily via intermediated distribution.

Michael Heaberg is a financial advisor at Axiom Asset Management with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Axiom Asset Management and affiliated firms since 2003. He serves as a board member of the Chester County Planning Commission, advising on land planning and development. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, corporations, and employee retirement plans. The firm employs a client-specific investment approach using a variety of strategies and analyses across multiple asset classes, emphasizing asset allocation, security selection, and tax considerations.