Joshua Grimes Avery is a financial advisor at Northstar Financial Companies, Inc. with three years of industry experience. He holds Series 65 and Series 63 credentials and has worked at BlackRock and Blackrock Investments, LLC. Prior to his finance career, he was employed at Barnes & Noble for five years. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and both discretionary and non-discretionary investment management across taxable and retirement accounts. The firm employs a goals-based, fundamental investment approach using mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.

Ryan Babeuf is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has been with Edge Wealth Management, LLC since 2007. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s approach is based on fundamental analysis and tailored portfolio allocation across a range of securities, managing approximately $770.7 million in assets for about 261 clients with a five-adviser team.

Daniel Mccusker Jr. is a CFP® professional with 25 years of industry experience. He has been with Meridian Wealth Partners, LLC since 2017 and previously worked at Hj Wealth Management, LLC from 2014 to 2017. In addition to his advisory role, he serves as an insurance consultant. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for around 707 clients through a team of ten advisors. The firm provides comprehensive financial planning and discretionary portfolio management using a long-term, evidence-based investment approach that incorporates Modern Portfolio Theory and the Efficient Market Hypothesis.

Ryan Vermillion is a financial advisor at Vermillion & White Wealth Management Group with 19 years of industry experience. He holds a Series 66 designation and has been with Vermillion & White since 2013. Outside of his advisory role, he serves as a part-time middle school football coach in the Owen J. Roberts School District. Vermillion & White Wealth Management Group provides portfolio management, financial planning, and pension consulting services to individuals, institutions, and charitable organizations. The firm emphasizes aligning portfolios with clients’ risk tolerance and objectives through asset allocation, diversification, and ongoing monitoring, managing approximately $231 million across several hundred accounts.

Sean Gallagher is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Thrive Wealth Management since 2023 and previously held roles at Mass Mutual Greater Philadelphia and Temple University. Prior to entering the financial industry, he spent over a decade in primary and secondary education. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors by providing investment management, financial planning, and retirement consulting services. The firm employs client-specific strategies using a variety of model portfolios and investment vehicles, with an emphasis on tax-aware management and regular portfolio reviews.

Lin Fei is a financial advisor with Sun Global LLC and holds a Series 65 designation. Lin has extensive work history including 24 years at Colgate and has been involved with Stillwell Investment LLC and Fax Realty LLC for over a decade. Lin is currently retired. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individuals, using a risk questionnaire and Investment Policy Statements to guide investment decisions. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis with long-term investing, short-term trading, and options strategies.

Gregory Dob is a CFP® professional with one year of industry experience, currently serving at Kitching Partners, LLC. Prior to joining Kitching Partners, he worked at GKFO, LLC from 2009 to 2023. Kitching Partners advises individuals, families, trusts, charitable organizations, foundations, and corporations, offering discretionary investment management along with family enterprise services such as governance structuring, estate planning coordination, philanthropic giving, and strategic business consulting. The firm employs client-specific asset allocation using optimization techniques and combines active and passive strategies with fundamental and quantitative research.

Gary Gallagher is a financial advisor at Certior Financial Group, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked with Mutual Securities, Inc. since 2016, as well as with Kantor Financial Group, LLC and Voya Financial Advisors in prior roles. Outside of his advisory work, Gallagher is involved with a nonprofit church finance and property committee and operates an accounting practice, along with a minority ownership in an organic composting business. Certior Financial Group provides personalized financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a multi-disciplined, client-tailored investment process that combines active and passive vehicles, emphasizes downside risk mitigation, and offers discretionary asset management alongside retirement plan consulting and sub-adviser oversight.

Yousef Almbaid is a CFP® with one year of experience serving clients at TGS Financial Advisors. Prior to joining TGS Financial Advisors, he was affiliated with Haverford College and Ramallah Friends School. 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 operates primarily through wrap fee programs and employs a mix of investment strategies, using mutual funds, ETFs, sub-advisors, and options, supported by third-party technology platforms and AI oversight.

David Benfer is a CFP® with 32 years of industry experience, currently serving as an advisor at Veery Capital, LLC. He has worked at Purshe Kaplan Sterling Investments, Inc. since 2018 and previously spent six years with Cambridge Investment Research Advisors, Inc. Benfer also provides financial education and one-on-one planning to 401(k) plan participants through the WellCents program. Veery Capital, LLC offers investment advisory and financial planning services to individuals, families, and institutions, managing approximately $802 million in assets. The firm uses a modern portfolio theory-based approach with strategic asset allocation primarily through ETFs, supplemented by other investment vehicles, and delivers services through a team of six advisors.

Robert Young II is a financial advisor with Sentinel Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach combining fundamental, technical, and cyclical analysis, and provides ongoing portfolio monitoring with formal quarterly reviews.

Anthony Falco Jr. is a financial advisor at Alden Investment Group with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including MPB Wealth Management and MCG Securities. He also engages in life insurance sales on a limited basis. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary and third-party strategies, and it offers specialized retirement and executive benefits programs for small and mid-sized employers.

Sean Flatley is a CFP® and holds a Series 66 license, with 26 years of industry experience. He has been with Sterling Investment Advisors Ltd. since 2000 and also worked at Purshe Kaplan Sterling Investments from 2011. Outside of his advisory work, he is a musician and serves as chairman of a networking group within the Irish American Business Chamber & Network. Sterling Investment Advisors, Ltd. provides discretionary portfolio management, retirement plan consulting, and financial planning to individuals, pension plans, charitable organizations, and business entities. The firm manages nearly $1 billion in assets and employs a range of investment vehicles including equities, fixed income, mutual funds, ETFs, derivatives, and cryptocurrency-related products.

William Stanley is the sole advisor at Stanley-Laman Group Ltd. in Berwyn, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience and has been with Stanley-Laman Group since 1991. Stanley-Laman Group serves both individual clients, including high- and ultra-high-net-worth individuals, and institutional clients such as pension plans, charitable institutions, and corporations. The firm offers portfolio management and financial planning services, utilizing a combination of bottom-up screening with proprietary software and top-down market research, and operates several private pooled funds alongside an affiliated broker-dealer and a specialty law firm.

Andrew Schaffer is a CFP® with 10 years of industry experience. He has worked at Ellis Investment Partners, LLC since 2021 and previously spent six years at The Vanguard Group, Inc. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, offering portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework and emphasizes diversification and tax-aware management, providing a range of investment options including mutual funds, ETFs, stocks, bonds, and options.

Lisa Green is a financial advisor with Sunpointe Investments in Bryn Mawr, PA, holding Series 63, 65, and 66 licenses and 11 years of industry experience. She has worked at Sunpointe since 2019 and is involved in a family office, RDA Ventures, where she assists in managing and evaluating the family’s investment portfolio. Sunpointe Investments provides advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm’s investment approach combines active and passive strategies with fundamental and behavioral analysis, offering diversified portfolios and family-office services through an 11-advisor team managing approximately $791 million in assets.

John Anderson is a CFP® professional at Diversified, LLC in Wayne, PA, with 32 years of industry experience. He previously worked for SEI Investments and its related entities for 27 years before joining Diversified. Diversified, LLC serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and pooled investment vehicles. The firm employs a comprehensive financial planning process combined with tailored portfolio management, utilizing both third-party managers and automated platforms, and offers specialized bundled services such as estate and tax planning.

Evan Evans is a financial advisor at Onyx Bridge Wealth Group LLC with 8 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Mass Mutual Investors Services, Northwestern Mutual Wealth Management Company, and Provenance Capital. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm uses a blend of third-party research and internal portfolio models, providing tailored investment solutions and coordinating services with affiliated tax and retirement businesses.

Jacob Siani is a financial advisor at Amplius Wealth Advisors with Series 66 registration and one year of industry experience. He previously worked at Franklin Group Financial Services/Equitable Advisors and has academic experience at Johns Hopkins University. Outside of his advisory role, he acts as power of attorney for his parents. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to third-party money managers. The firm utilizes model portfolios, outside managers, and technology platforms to customize and manage client strategies.

Luke Porter is a Certified Financial Planner™ (CFP®) with 14 years of experience in the financial services industry. He is currently with Compass Ion Advisors, LLC and previously worked at Keel Point, APW Capital, Inc. (formerly CAMAS), and Portfolio Strategy Team, LLC. Outside of his advisory role, Porter serves as interim board chair of The Divorce Recovery Center, a nonprofit assisting individuals through divorce. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and nonprofit institutions, offering comprehensive financial planning, investment advisory, and retirement plan consulting. The firm employs a team-driven model with a focus on strategic asset allocation, long-term holding periods, and a diversified use of investment vehicles including ETFs, mutual funds, and separately managed accounts.