Daniel Berkowitz is a CFA® charterholder with seven years of industry experience. He has worked at Prudent Management Associates since 2019 and was previously employed at Vanguard from 2015 to 2019. Based in Philadelphia, PA, he is part of a five-advisor team at Prudent Management Associates. Prudent Management Associates provides discretionary portfolio management and limited consulting services to high-net-worth individuals, charitable institutions, foundations, endowments, and corporate plans. The firm manages approximately $1.23 billion for around 210 clients, employing primarily low-cost, no-load mutual funds and offering four risk-based model portfolios tailored by asset allocation and regularly rebalanced.

Christian Abraham is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at United Capital, Facet Wealth, and SEI Investments. Thrive Capital Management provides discretionary investment management and one-time financial planning services to individuals, businesses, and charitable organizations. The firm manages approximately $397.7 million for about 589 clients using diversified model portfolios, fundamental security analysis, and a sub-advisor platform.

Shayna Harvey is a CFP® and ChFC® with 25 years of experience in the financial industry. She is currently an advisor at JECohen & Co., LLC and has held roles at The Insight Advisory Group, LLC and The Insight Insurance Group since 2015, as well as operating Shaylear Financial, LLC since 2010. Outside of her advisory work, she volunteers as a program director and workshop facilitator for the Institute for Financial Success, a financial ministry at New Covenant Church of Philadelphia. JECohen & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, pension plans, and small businesses. The firm employs a value-oriented, bottom-up fundamental investment approach focused on capital preservation and long-term horizons, managing approximately $77.8 million across private pooled vehicles and separately managed accounts.

Timothy Kriegel is a financial advisor with Thayer Partners LLC, holding a Series 65 designation and six years of industry experience. He has been affiliated with SELEE Corporation since 1997. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans by providing customized wealth management, financial planning, retirement plan advisory, and business advisory services. The firm employs a long-term, fundamental analysis-based investment approach overseen by a Chief Investment Officer and offers a range of consulting and fiduciary services beyond typical investment management.

Thomas Tuskey is a financial advisor with Northstar Financial Companies, Inc. He holds a Series 65 designation and has five years of industry experience. His prior work includes roles at Cambridge Investment Research, Northwestern Mutual, and a teaching position at Rutgers University Business School. Northstar Financial Companies serves individual and high-net-worth clients, as well as trusts and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Michael Topley is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Lansing Street Advisors and has held roles at Edge Financial Wellness, Purshe Kaplan Sterling Investments, Inc., and several other firms. Outside of traditional advisory duties, he is the founder and CEO of Moneyclip Inc, a company that provides a platform for advisors to record and share client presentations. Lansing Street Advisors is a team-based firm serving individuals, high-net-worth clients, trusts, and estates with discretionary and non-discretionary wealth management, portfolio management, and financial planning. The firm primarily uses exchange-traded funds and integrates financial planning and third-party services into its long-term, fundamentally based investment approach.

Charles Wilensky is a CFP® professional with 25 years of experience in financial advising. He is associated with CPC Financial Planning, Inc. and has worked previously with LPL Financial and Royal Alliance Associates, INC. In addition to his advisory work, he is a certified public accountant involved with Clairmont Paciello & Co., P.C., where he manages tax preparation and accounting services. CPC Financial Planning, Inc. provides written financial planning, annual plan monitoring, and hourly advice to individuals, corporations, and business entities. The firm emphasizes non-discretionary, fee-for-service planning integrated with a certified public accounting practice, supporting coordinated recommendations on investments, tax, retirement, insurance, and estate matters.

Jeffrey Leppert is a financial advisor with Market Street Wealth Management who holds Series 63 and Series 66 designations and has 28 years of industry experience. He has been with Market Street Wealth Management since 2011 and has prior experience with USA Financial Securities Corp, Market Street Financial Group, and Dynamic Financial Service Inc. Outside of his advisory role, he is co-owner of a charitable foundation, the Beatus Charitable Fund. Market Street Wealth Management is an SEC-registered firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term, fundamental analysis-based investment approach and utilizes diversified mutual funds and ETFs tailored to client goals and risk tolerance.

Matthew Kane is a financial advisor with Compass Ion Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Compass Ion Advisors since 2008 and currently also serves at Keel Point Capital LLC. Outside of his advisory work, Kane serves as a trustee and chaplain for Eastern University and is a board member of the Timothy Foundation. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations with integrated financial planning, investment advisory, and retirement plan consulting. The firm manages about $1.59 billion using a team-driven approach that emphasizes strategic asset allocation and long-term holding periods.

Lacy Redwine is a financial advisor at Conservest Capital Advisors Inc with one year of industry experience. She holds a Series 65 designation and has prior work experience at Tradezero America, Inc. and Artisan Smiles. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, and various institutional clients. The firm uses a customized investment strategy process focused on macroeconomic analysis and long-term, low-turnover portfolios, managing approximately $1.7 billion in discretionary assets across six advisors.

Ryan Donovan is a financial advisor at Compass Ion Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Vanguard, Philadelphia Union, and KPMG. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities, providing integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven model. The firm manages approximately $1.59 billion and emphasizes strategic asset allocation and long-term holdings using a variety of investment vehicles, including ETFs, mutual funds, and third-party sub-advisors.

James Hemphill is a CFP® and ChFC® with 35 years of industry experience. He has worked at TGS Financial Advisors in Radnor, PA, for a total of 32 years, including his current tenure since 2007. TGS Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers wrap fee programs, including a specialized program for medical professionals, and employs a diversified investment approach using mutual funds, ETFs, sub-advisors, and a mix of long- and short-term strategies.

Christian Dekker is a CFP® professional with two years of industry experience, currently serving at Thrive Wealth Management, LLC since 2021. He previously worked at MassMutual Greater Philadelphia and has experience in other roles including at Yards Brewing Company and Temple University. Dekker is also a licensed life and health insurance agent involved in commission-based insurance sales. Thrive Wealth Management serves individuals—including high-net-worth clients—retirement plan sponsors, charities, businesses, trusts, and estates, providing discretionary and non-discretionary investment management, retirement plan consulting, and financial planning. The firm employs a multi-advisor team to implement portfolios utilizing model strategies with mutual funds, ETFs, securities, and independent managers, and it manages approximately $1.58 billion in client assets.

Alex La Rosa is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with eight years of industry experience. He has worked at Blue Bell Private Wealth Management since 2017 and previously spent a year at ACC Consumer Finance. Blue Bell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm employs a portfolio management approach focused on ETFs, closed-end funds, and structured investments, incorporating options strategies and AI tools within its investment process.

Richard Lerch is a financial advisor with Prudent Management Associates in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at Prudent Management Associates since 2008 and at Prudent Brokerage Associates since 2010. Prudent Management Associates serves high-net-worth individuals and institutional clients, including corporate pension plans and charitable organizations, providing discretionary portfolio management and limited consulting services. The firm utilizes low-cost mutual funds and model risk-based portfolios, combining quantitative models with Investment Committee oversight.

Jeffrey Jones is a CFP® and Series 66 credentialed financial advisor with 17 years of experience, all at Cypress Financial Planning. He is a principal at Cypress Properties, managing commercial real estate property operations. Additionally, he volunteers as a financial mentor with 3rd Decade, providing coaching to underserved individuals. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutions with comprehensive financial planning and investment management. The firm employs a combination of modern portfolio theory, fundamental and technical analysis, and uses derivatives strategies in client accounts while operating as a fiduciary.

Robert Pulsifer is a CFP® and CFA® with 28 years of experience in the financial services industry. He is currently with Almanack Investment Partners and has held prior positions at MerCap Securities, Spire Wealth Management, CoreStates Capital Advisors, MyCIO Wealth Partners, Morgan Stanley, and Ernst & Young Investment Advisers. He is also the owner and adviser of Junto Wealth, LLC, a financial planning business. Almanack Investment Partners provides investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm utilizes model asset allocation portfolios with diversified, risk-conscious strategies and manages pooled vehicles and private funds alongside managed accounts.

Adam Burg is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding a Series 66 designation and 22 years of industry experience. Prior to joining Thrive in 2024, he worked for Bank of America and Merrill Lynch from 2011 to 2024. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations. The firm employs a fundamental-analysis approach with diversified model portfolios and manages approximately $397.7 million for nearly 589 clients.

Patrick Swift is a CFP® professional at Amplius Wealth Advisors with 11 years of industry experience. Prior to joining Amplius in 2021, he worked at Bank of America, Merrill, and Equitable Advisors. He is also a licensed independent insurance agent in life insurance. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans, providing discretionary portfolio management, financial planning, and access to fee-based insurance and third-party managers. The firm customizes advice to client objectives and leverages corporate and platform relationships to support investment management and operational needs.

Luke Smith is a financial advisor at DT Investment Partners, LLC with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at FS Investment Solutions, FS Investments, and Drexel University. DT Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, institutions, and municipalities. The firm employs an active management approach combining fundamental and technical analysis to adjust asset allocation across multiple asset classes and offers ongoing monitoring, quarterly reporting, and account aggregation tools.