Glen Coral is a ChFC® with 43 years of industry experience, currently serving as an investment advisory representative at LRI Investments since 2024. He has held roles at JKJ Financial Services, M Holdings Securities, and Turning Point Wealth Strategies, where he is president and sole managing member. LRI Investments is a multi-advisor firm managing over $1 billion in discretionary assets and serving approximately 377 clients. The firm offers financial planning, portfolio management, and retirement plan consulting, with a focus on diversified, goal-based portfolios and a notable practice serving institutional clients including government entities.

Jeffrey Hahn is a financial advisor with PTS Brokerage, LLC, holding the ChFC® and Series 63 credentials and bringing 39 years of industry experience. He has worked at PTS Brokerage since 2017 and has also been associated with Penn Mutual Life Insurance Company since 2014. Hahn is actively engaged in life insurance sales for multiple carriers, including Penn Mutual Life. PTS Brokerage, LLC provides investment supervisory services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach utilizing fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.

Mitchell Metz is a CFP® professional at RTD Financial Advisors Inc with 24 years of industry experience. He has been with RTD Financial Advisors since 2016. RTD Financial Advisors is a SEC-registered, multi-team firm serving individuals, families, and institutional clients including pension plans, trusts, and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services with an emphasis on individualized investment programs, tax-aware management, and retirement-plan support.

Cullen Martin is a CFP® certificant with six years of industry experience. He currently serves as a financial advisor at Presilium Private Wealth, LLC, having previously worked at Pitcairn Trust Company and The Vanguard Group. Presilium Private Wealth is a discretionary investment adviser managing over $670 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing both passive and active strategies across a broad investable universe that includes traditional and alternative assets.

Ryan Di Fabrizio is a CFP® professional with two years of industry experience, currently serving as an advisor at WealthFD since 2021. Prior to joining WealthFD, he worked at Citadel Credit Union in 2019 and was a student from 2013 to 2021. WealthFD provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plan sponsors. The firm integrates tax and accounting capabilities with its advisory services, offering portfolio management, financial planning, and pension consulting with an approach that includes fundamental, quantitative, and modern portfolio theory methods.

Brian McGowan is a financial advisor with McGowan & Co LLP in Bryn Mawr, PA, holding 28 years of industry experience. He has been with McGowan & Co., LLP since 1997 and McGowan & Co., LLC since 2000. In addition to his advisory role, he is a member of a related CPA firm that provides financial planning services including income tax preparation, estate planning, and retirement planning. McGowan & Co., LLP offers personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes a primarily non-discretionary approach, documenting client objectives in Investment Policy Statements and managing approximately $575 million across over 230 accounts as of the end of 2024.

Audrey Libois is a CFP® professional with 14 years of industry experience, currently serving at TGS Financial Advisors since 2010. She holds a Series 65 license and is based in Radnor, PA. TGS Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and participant-directed retirement plans by providing investment management, financial planning, and consulting services. The firm is notable for sponsoring wrap-fee programs and offering a specialized advisory track for new medical professionals through its TriageMD program.

Thomas Blair is a financial advisor at Tower Bridge Advisors with 26 years of industry experience. He previously worked for Dow Capital Management for 15 years before joining Tower Bridge Advisors in 2026. He holds the Series 63 and Series 65 designations. Tower Bridge Advisors provides investment advice and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, and manages two private funds. The firm emphasizes strategic asset allocation across equities and fixed income, utilizing fundamental and cyclical analysis, selective ETFs, laddered investment-grade bonds, and derivative strategies as appropriate.

Joshua Pearson is a CFP® and Series 66-licensed advisor with nine years of industry experience. He currently serves at Blue Bell Private Wealth Management, LLC and has prior experience at Vanguard, WSFS Investments, and Merrill Lynch. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach emphasizes exchange-traded funds, closed-end funds, and structured investments, incorporating fundamental and cyclical analysis along with options strategies and structured notes.

John Hadley Jr. is a financial advisor with Samalin Wealth in Philadelphia, PA, holding Series 63 and Series 65 designations and over 20 years of industry experience. He previously worked for Quantum Technalysis Asset Management, LLC for 14 years before joining Samalin Investment Counsel, LLC in 2019. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $490 million in client assets through a combination of fundamental and cyclical analysis, diversified investment strategies, and specialized services including retirement-plan consulting and post-divorce wealth management.

Brendan Mcgowan is a CFP® with 24 years of industry experience, currently serving as an advisor at McGowan & Co LLP since 1998. He is also a member of MCGOWAN & CO., LLC, a CPA firm where he provides financial planning services including income tax preparation, estate planning, and retirement planning. McGowan & Co., LLP offers personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes client-directed decision making through a primarily non-discretionary investment approach and integrates services with a related CPA practice.

Jennifer Byrne is a CFA® charterholder with 10 years of industry experience. She has worked at Radnor Capital Management, LLC since 2015. Jennifer holds the Series 63 and Series 65 licenses. 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 manages customized high-net-worth portfolios as well as a structured Small-Midcap equity product.

Keith Becker is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and previously held positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team across four offices. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies that include stocks, bonds, mutual funds, ETFs, options, and cryptocurrency products.

David Hess is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding a Series 63 designation and bringing 42 years of industry experience. He has worked with firms including Osaic Wealth, Inc. and Securities America, Inc., and has served in roles such as managing director at Wealth Management Associates, Inc. Outside of his advisory work, he volunteers as a sub-committee member overseeing financial aspects of a local yacht club. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $647 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary approach that includes integrated accounting services, brokerage, and insurance offerings.

Sean Balliet is a CFP® professional at Cora Capital Advisors with three years of industry experience. He is also a partner at Baratz & Associates, P.A., a certified public accounting firm where he provides tax planning, preparation, and compliance services. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, using a long-term, fundamental analysis approach tailored to client goals and risk tolerance.

Eric Cassel is a financial advisor at Thrive Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Exos, Vanguard, Wells Fargo Clearing Services, West Chester University, and Citizens Bank. Outside of financial advising, he is the owner of Lifted Brands, LLC, an e-commerce business. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations with discretionary portfolio management, financial planning, and access to private placement opportunities. The firm applies fundamental analysis, manages diversified model portfolios, and engages third-party sub-advisors to tailor investment strategies.

Gary Brotz is a financial advisor with PTS Brokerage, LLC, holding a Series 66 credential and over 22 years of industry experience. He has been with PTS Brokerage since 2006 and is also a partner in a CPA firm, Sharer Petree Brotz & Snyder, where he has worked since 1993. Additionally, he operates a sole proprietorship providing accounting and tax services and consults on health benefit planning. PTS Brokerage, LLC offers investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm uses an active, tactical investment approach incorporating fundamental and technical analysis, with a range of portfolio strategies and regular account reviews.

Keith Radimer is a financial advisor with Laurel Oak Wealth Management, LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory work, he owns and manages Rad Equestrian LLC, an equestrian business. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm employs a blend of active and passive investment strategies, including tactical asset allocation and alternative investments, within a predominantly discretionary investment process.

Ian Higgins is a financial advisor at Clearview Financial Partners with 4 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SEI Investments and The Vanguard Group. Clearview Financial Partners serves individuals, high-net-worth clients, and small businesses by providing asset management, financial planning, and retirement-plan consulting. The firm manages approximately $1.06 billion across over 600 client relationships, employing an open-architecture investment approach with a mix of fundamental, tactical, and quantitative methods.

Mark Manning is a financial advisor with Compass Ion Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at United Capital Financial Advisers, LLC and CT Financial Advisors, LLC. Manning serves on the boards of several nonprofits, including the Harry Cohen Foundation and the Delaware Lawyers' Fund for Client Protection, and he is an investment committee member for the United States Tennis Association. Compass Ion Advisors serves individuals, families, and institutional clients such as trusts, retirement plan sponsors, and charitable organizations. The firm provides integrated financial planning and investment advisory services, managing approximately $1.59 billion through a team-driven model with an emphasis on strategic asset allocation and long-term investment horizons.