Eric Maslowsky is a financial advisor with Alden Investment Group, holding a Series 66 designation and 15 years of industry experience. His prior work history includes roles at Franklin Mint FCU, LPL Financial, Morgan Stanley, and PFG Advisors. He has been with Alden Investment Advisors and J. Alden Associates since 2023. 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 strategies and third-party managers, and it provides specialized retirement program design and participant education for employer plans.

Robert Lansing is a financial advisor at Alden Investment Group with 41 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lansing holds a Series 63 designation. 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 specializes in retirement programs and executive benefits for small and mid-sized employers, using customized asset allocations and proprietary technology platforms to support comprehensive advisory services.

Stephen Topley is a financial advisor at Lansing Street Advisors with a Series 65 designation and two years of industry experience. He is also the owner of ST Accounting LLC, where he provides bookkeeping and accounting services as an independent contractor. Prior to joining Lansing Street Advisors, he worked at Centri Business Consulting, AmerisourceBergen, and Ernst & Young. Lansing Street Advisors is a team of six advisors that offers discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm primarily uses exchange-traded funds in portfolio construction and employs a long-term investment approach based on fundamental analysis, integrating financial planning and occasionally recommending third-party managers and pooled investment vehicles.

Christopher Bak is a financial advisor at Thrive Capital Management, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles within the Thrive group of companies since 2020, as well as prior experience with Liberty Partners Financial Services, Efficient Advisors, and Boenning & Scattergood. Outside the financial sector, he was affiliated with Nicks Roast Beef from 2014 to 2018. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations by providing discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm utilizes diversified model portfolios, fundamental analysis, and third-party sub-advisors to tailor client strategies and conducts formal quarterly reviews and rebalancing.

Tasha Miles is a financial advisor at Sharp Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and J Alden Associates. Outside of her advisory role, she is an independent real estate agent assisting buyers and sellers in residential and commercial transactions. Sharp Financial provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that integrates proprietary strategies with third-party quantitative analysis and daily market data.

John Gerhardt is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has worked at Radnor Capital Management, LLC since 2020 and previously spent eight years at Pennsylvania Trust Company. Radnor Capital Management serves individual and high-net-worth clients, families, trusts, institutions, and other organizations with wealth management, investment management, and consulting services. The firm employs a bottom-up, fundamental investment process focused on individual securities and concentrated equity holdings, managing approximately $855 million in discretionary assets.

Thomas Aichele is a CFP® certified financial advisor with over three years of industry experience, currently serving at Clear Capital Management LP. His prior work includes roles at Ginkgo Bioworks Holdings, Inc, The Swarthmore Group, and PNC Bank. He is a non-paid member of the Bond Club of Philadelphia, a nonprofit organization focused on fixed income education and networking among investment professionals. Clear Capital Management LP provides discretionary portfolio management and financial planning services primarily for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, tailored to different account types and utilizing selective investment tools.

Yongsheng Xu is a financial advisor at Sun Global LLC with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Citi Bank, Globalink Securities, Inc., and Transpacific Financial, Inc. Outside of securities work, he is also involved in selling fixed insurance products as an agent. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individual clients. The firm uses a combination of fundamental, technical, cyclical, and quantitative analysis to guide investment decisions and offers both long-term and short-term strategies, along with options trading.

Scott Lavelle is a CFA® charterholder and holds a Series 63 license. He is currently with Diversified, LLC and previously worked at PNC Bank for 14 years. He has one year of experience in the advisory industry. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm employs a comprehensive planning process with ongoing portfolio oversight and utilizes both third-party managers and proprietary strategies, managing approximately $2.79 billion in assets.

John Mulqueen Jr. is a financial advisor at Alden Capital with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Bluestone Capital Partners and MCG Securities. Outside of his advisory role, he is involved in technology and operations support through AdvizorStack and operations management for the BX partners OCIO platform. Alden Capital Management serves a diverse client base, including high-net-worth individuals, retirement plans, non-profits, and other advisers, managing approximately $1.5 billion in assets. The firm employs a customized asset allocation approach, combining internally managed strategies, third-party managers, and model portfolios, delivered via its Alden COVE platform which integrates household reporting and account management.

Sean Green is a financial advisor at Amplius Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has a background that includes roles in therapy services and higher education. Outside of his advisory work, he is a personal trainer with Main Line Boxing LLC. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to fee-based insurance and third-party money managers. The firm uses third-party platforms and maintains affiliations that support tailored investment solutions and operational resources.

Andrew Bucksner is a CFP® with 10 years of experience in the financial industry. He is currently with Wick Capital Partners, LLC and previously worked at Archetype Advisors, LLC, among other firms. Wick Capital Partners provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets, using a blend of active and passive strategies guided by fundamental analysis, and offers integrated financial planning and retirement-plan consulting under ERISA frameworks.

David Webster is a financial advisor at Axiom Asset Management in Wayne, PA, holding a Series 66 designation with 18 years of industry experience. He has been with Axiom Asset Management since 2013 and also holds a concurrent role at Purshe Kaplan Sterling Investments. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning services for individuals, high-net-worth clients, trusts, estates, corporations, and employee retirement plans. The firm employs a client-specific, profile-driven investment approach using a variety of strategies and analytical methods, with an emphasis on asset allocation, security selection, and tax considerations.

Kristen Voigtsberger is a financial advisor with Certior Financial Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at MyWallSt Advisory LLC and Hoey Investments, Inc. She is based in King of Prussia, PA. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a multi-disciplined financial planning approach combined with discretionary portfolio management, utilizing both active and passive strategies and third-party sub-advisers.

Jason Snipe is a financial advisor at Odyssey Capital Advisors Inc. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kestra Financial Services, Inc. and Saxony Securities, Inc. Outside of his advisory role, he serves as Co-Vice Chairman of La Salle Academy, a college-preparatory high school in New York City, and contributes to CNBC as an independent contractor discussing investment analysis. 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, tailoring programs to client goals and risk tolerances while offering ongoing portfolio monitoring and coordination with third-party managers.

Justin Capetola is a financial advisor with Blue Bell Private Wealth Management, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Blue Bell Private Wealth Management since 2005. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, employing fundamental and cyclical analysis along with options strategies and structured notes.

Caroline Kiser is a financial advisor at TGS Financial Advisors with a Series 65 designation and one year of industry experience. Her background includes roles in education and analytics before joining TGS Financial Advisors. 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 and employs a variety of investment strategies, including the use of mutual funds, ETFs, sub-advisors, and options, supported by third-party platforms and AI oversight.

Donna Zanetti is a financial advisor at Pennsylvania Capital Management Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2014. Zanetti has been with Pennsylvania Capital Management Inc. since 2006. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering customized asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

Michael Jones is a CFA® charterholder with three years of industry experience. He is currently with Barton Investment Management, LLC and has previously worked at WCM Global Wealth, LLC, BNY Mellon, and Chartwell Investment Partners. Outside of finance, he is the founder and owner of Moreland Cattle Company and serves as a director of EIC Solutions, a thermoelectric air conditioner design and manufacturing firm. Barton Investment Management provides 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.

Barry Randall is a financial advisor at Crabtree Asset Management L.L.C. in Saint Paul, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior roles include positions at Sparrow Capital Management Inc and Northstar Financial Companies, Inc. Crabtree Asset Management provides discretionary portfolio management primarily for individual clients and acts as a subadvisor to other registered investment advisers. The firm’s investment approach centers on fundamental analysis, focusing on companies with strong operating cash flow and market share growth, and engages in subadvisory activities that are uncommon among peers.