Michael Collins is a CFP® professional with 28 years of industry experience. He has been with Comprehensive Investment Management, LLC since 2005 and is also co-owner of Collins CPAs, an accounting firm providing tax preparation and accounting services to individuals and businesses. His work with Comprehensive Investment Management primarily involves tax preparation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base including high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified, long-term investment strategies combined with integrated tax planning.

James Quillen is a CFP®-designated financial advisor with seven years of industry experience, currently with Alden Investment Group in Wayne, PA. His prior roles include positions at Truist Advisory Services, BB&T Wealth, and Cetera Investment Services. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients, with a focus on customized asset allocation and retirement program design. The firm employs proprietary technology platforms for unified reporting and discretionary oversight, and offers fiduciary services emphasizing employer plan management and participant education.

Garret Desjardins is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience. He has worked at RTD Financial Advisors, Inc. since 2019 and previously spent five years at Compass Financial Solutions. RTD Financial Advisors serves individuals, families, and institutional clients, offering life-centered financial planning, personalized investment management, and fiduciary consulting for retirement plans and trusts. The firm employs an asset-allocation driven approach with ongoing monitoring, tax-aware management, and provides both discretionary and non-discretionary services.

Lee Calfo is a financial advisor at Alden Investment Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has held leadership roles as CEO at multiple affiliated firms, including J Alden Associates, Alden Capital Management, and Equalize Capital. He currently serves as President and CEO of Alden Investment Group. Alden Investment Advisors serves a diverse client base including high-net-worth individuals, retirement plans, non-profits, other advisors, and pooled vehicles. The firm offers discretionary and non-discretionary portfolio management, retirement-plan advisory and fiduciary services, and standalone fee-only financial planning, utilizing customized asset allocations that combine proprietary strategies with third-party managers through its Alden COVE platform.

Deborah Davis is a CFP® with 22 years of industry experience, currently serving at Alden Investment Group since 2022. Her prior experience includes roles at Commonwealth Financial Network, SII Investments, Inc., Invest Financial Corporation, and Cetera Wealth Services, LLC. Outside of her advisory work, she is active as a realtor with Coldwell Banker Realty and is involved with Medicaid planning and long-term care insurance through the Krause Agency. Alden Investment Group provides 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 offers specialized services for retirement programs and executive benefits for small to mid-sized employers.

Isaac Martin is a financial advisor at Members Wealth LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Rockefeller Capital Management and Wilmington Trust. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm focuses on fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, and individual securities, regularly monitoring and rebalancing portfolios to align with client goals.

Samuel Carpin is a financial advisor with Ellis Investment Partners, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Ellis Investment Partners since 2013 and previously at Comprehensive Asset Management & Servicing and APW Capital, Inc. Outside of his advisory role, he is an insurance agent with The Carpin Group, where he is involved in sales and maintenance of insurance policies. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing discretionary and non-discretionary portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client risk tolerance and objectives, emphasizing diversification and tax-aware management.

Erin Mcclain is a Certified Financial Planner (CFP®) with 13 years of industry experience. She currently works at Clark Asset Management, LLC, joining the firm in 2026. Her prior experience includes roles at The Vanguard Group, Inc., MyCIO Wealth Partners, LLC, and several other firms. Outside of financial advising, she works as a regional sales manager and independent contractor assisting local businesses with payment processing solutions. Clark Asset Management provides wealth management and financial planning services to individual and high-net-worth clients, focusing on retirement income, tax planning, risk management, and estate and college savings. The firm primarily uses a passive investment approach with index funds and ETFs and employs a fixed flat-fee compensation model not tied to assets under management.

John Ulrich III is a financial advisor at Cresap, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with BMT Asset Management since 2015. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm offers portfolio management and advisory services in both fee-based and transaction-based formats, with a focus on non-discretionary account management and an affiliated clearing relationship with Wells Fargo.

Kevin Holt is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Market Street Wealth Management. He has worked with Market Street Wealth Management since 2011 and has additional experience with USA Financial Securities Corporation, Market Street Financial Group, and Principal Life Insurance. Outside of his advisory role, Holt owns and operates Method Hockey, LLC, a sports training business. Market Street Wealth Management is an SEC-registered advisory firm that serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement-plan advisory, and access to an automated managed-account program on Fidelity’s platform. The firm’s investment approach focuses on long-term fundamental analysis and diversified portfolios tailored to client goals and risk tolerance.

Jacky Petit Homme is a CFP® professional with 13 years of experience in the financial industry. He is currently with Liberty One Wealth Advisors, where he has worked since 2021, and previously held roles at Bank of America and Merrill. Petit Homme serves on the advisory board of Big Brothers Big Sisters, contributing to volunteer recruitment and resource facilitation. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individual, high-net-worth, retirement, charitable, and institutional clients. The firm’s approach emphasizes goals-based asset allocation mainly using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.

Dane Czaplicki is a CFA® charterholder with 19 years of industry experience. He is currently with Members Wealth LLC and has held positions at firms including West Capital Management and Long Short Advisors. Outside of his advisory role, he manages a real estate rental business. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting, employing a fundamental, long-term investment approach with diversified portfolios tailored to client objectives and risk tolerance.

Samuel Markowitz is a financial advisor with Breakwater Capital Group in Havertown, PA. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to joining Breakwater Capital Group in 2026, he worked for eight years at The Vanguard Group. Breakwater Capital Group provides investment advisory and financial planning services to individuals, high net worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment process relies on fundamental analysis and employs a range of investments, including ETFs, mutual funds, individual securities, and alternative assets, alongside portfolio management and integrated financial planning.

David Gibbs is a financial advisor at Alden Investment Group with 28 years of industry experience. He has held roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and New England Securities. Outside of advising, he is involved in fixed insurance sales unrelated to securities. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations incorporating proprietary strategies and third-party managers, with a notable emphasis on fiduciary services for employer plans and integrated technology platforms for unified household reporting.

Thomas Greco is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Concentus Wealth Advisors since 2014. He holds Series 63 and Series 66 licenses and is based in Newtown Square, PA. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified investment approach with multiple analysis methods and offers customized planning modules across various financial areas.

Anthony Civitello is a financial advisor at Ellis Investment Partners, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Ellis Investment Partners since 2016. Outside of advisory work, he is an owner of two property management businesses focusing on tenant relations. Ellis Investment Partners provides investment advisory and planning services to a range of clients including high-net-worth individuals, trusts, small businesses, and retirement plans. The firm uses a dynamic asset-allocation approach with multiple model portfolios, offering personalized portfolio management and consulting services.

Eric Bleiler is a CFP® professional with eight years of experience in the financial advisory industry. He is currently affiliated with Northeast Advisers, Inc. and also manages an accounting and tax business, Eric J Bleiler, CPA & Co., LLC. Prior to this, he worked at Jones Kohanski & Co, PC for 15 years. 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 non-discretionary investment approach based on a written Statement of Investment Policy and a structured four-step advisory process.

Rebecca Proetto is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. She has been with Northeast Advisers, Inc. since 2015, where she is part of a four-advisor team based in Paoli, PA. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser managing over $576 million in client assets. The firm serves individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations, employing a non-discretionary investment approach guided by a written Statement of Investment Policy and a structured advisory process.

Sean Newman is a financial advisor with Alden Investment Group who holds a Series 63 designation and has 26 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2024. Outside of his advisory work, he serves as power of attorney for a family member. 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 emphasizes customized asset allocations using proprietary strategies and third-party managers, with a focus on retirement programs, executive benefits, and participant education for employer plans.

Daniel Stuckey is a financial advisor at Geometric Wealth Advisors, LLC in Merion Station, PA, holding a Series 65 credential with one year of industry experience. Prior to joining Geometric Wealth Advisors in 2025, he worked in education at Relay Graduate School of Education and Achievement First from 2016 to 2024. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, including high-net-worth clients. The firm combines discretionary investment management with comprehensive financial planning, emphasizing tax and estate planning support and utilizing mainly long-term, broadly diversified mutual funds and ETFs.