James Hemphill is a CFP® and ChFC® with 34 years of industry experience. He has been with TGS Financial Advisors since 2007, part of a seven-advisor team based in Radnor, PA. TGS Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and participant-directed retirement plans, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm is notable for sponsoring wrap-fee programs and providing a specialized advisory track for medical professionals through its TriageMD offering.

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 CFP® with seven years of industry experience, currently serving as an advisor at Blue Bell Private Wealth Management, LLC since 2017. Prior to joining Blue Bell, he worked at ACC Consumer Finance and has experience at Temple University. Blue Bell Private Wealth Management serves individual and high-net-worth clients as well as pension plans, corporations, trusts, and estates, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan participant account management. The firm’s investment approach uses exchange-traded funds, closed-end funds, and structured investments, incorporating fundamental and cyclical analysis and options strategies within separately managed accounts.

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.

Robert Pulsifer is a financial advisor at Almanack Investment Partners with 28 years of industry experience. He holds the CFP® and CFA® designations and has worked at MerCap Securities, LLC and Almanack Investment Partners. Outside of his primary role, he is the owner and adviser of Junto Wealth, LLC, a financial planning business. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm emphasizes diversified, risk-conscious model asset allocation portfolios and manages a range of strategies, including adviser-managed pooled investment vehicles and affiliated private funds.

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 10 years of industry experience. He has worked at Amplius since 2021 and previously at Bank of America and Merrill from 2016 to 2021. In addition to his advisory role, he is an independent licensed insurance agent specializing in life insurance. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm customizes advice through model portfolios and independent sub-advisers, leveraging platform relationships and operational tools to manage and monitor client holdings.

Jerry Davidse is a financial advisor at Presilium Private Wealth, LLC with 24 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on the advisory boards of several nonprofit organizations, including KIPP Philadelphia and the Cambodia Rural Student Foundation. Presilium Private Wealth is a team-based registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers comprehensive portfolio management and financial planning services, employing a mix of passive and active strategies across multiple asset classes and combining investment management with business consulting services.

Richard Chebookjian is a Series 66–licensed financial advisor at Alden Capital with 12 years of industry experience. He has worked at J Alden Associates, Inc. since 2020 and previously at Mcg Securities, LLC from 2014 to 2020. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion, providing discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, and other registered investment advisers. The firm offers customized asset allocations combining proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform, along with sub-advisory services and specialized retirement plan support.

Monica Lanzilotta is a financial advisor at Amplius Wealth Advisors with nine years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Purshe Kaplan Sterling Investments. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans, providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm customizes advice to client objectives and leverages third-party platforms and sub-advisers to implement and manage investment strategies.

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.

Carol Gangewer is an advisor at Compass Ion Advisors, LLC with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Keel Point and APW Capital, Inc. prior to her current role. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities by providing integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven model managing approximately $1.59 billion in assets. The firm emphasizes strategic asset allocation, long-term holding periods, and employs a variety of investment vehicles including ETFs, mutual funds, and separately managed accounts.

Michael Brennan is a CFP® professional with 13 years of industry experience. He is affiliated with Key Financial, Inc. and has worked at Royal Alliance since 2012. Key Financial, Inc. provides comprehensive financial planning and portfolio management services to individuals, pension plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified mutual funds and ETFs with a buy-and-hold strategy.

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 is a CFP® professional with seven 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 and institutional clients, including corporate pension plans and charitable organizations, offering discretionary portfolio management and limited consulting services. The firm uses low-cost, low-turnover mutual funds structured through proprietary quantitative models and discretionary oversight, managing approximately $1.14 billion across about 216 client relationships.

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 20 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 uses fundamental analysis and a multi-step process to set long-term investment objectives, tailoring portfolio management to each client’s goals and risk tolerance.

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.