Timothy Miller is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at Quaker Wealth Management since 2020 and previously held roles at Bank of America and Merrill. He is also the founder of 24Eight Media, a company assisting athletic trainers and athletes with personal brand development. Quaker Wealth Management serves individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and a Family CFO service for households with at least $5 million in investable assets. The firm employs a collaborative, disciplined investment approach focused on asset allocation, frequently using ETFs and mutual funds, and integrates tax and estate professionals into its advisory process.

Christopher Heiser is a financial advisor with Laurel Oak Wealth Management, LLC, holding CFP® and ChFC® designations and a Series 63 license. He has 33 years of industry experience, including 20 years with Ameriprise and currently works at Laurel Oak and PKS Investments. He assists a family member with managing a rental real estate firm in Knoxville, TN. 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 manages approximately $1.399 billion in assets and combines active and passive strategies, tactical asset allocation, and alternative investments within a wrap fee program and independent manager platforms.

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.

Lillia Smith is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with RTD Financial Advisors Inc and previously worked at Corient and Radnor Financial Advisors, among other firms. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. The firm focuses on life-centered financial planning, personalized investment management, and fiduciary consulting, utilizing an asset-allocation driven approach with ongoing monitoring and tax-aware management.

James Whalen is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cypress Financial Planning. He previously worked at Dravo Bay, LLC, Blue Rock Financial Group, Northwestern Mutual Investment Management, and BNY Mellon Advisors. Cypress Financial Planning is a fee-only, SEC-registered advisory firm providing comprehensive financial planning, investment management, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a range of strategies including derivatives for hedging and income generation, operates as a fiduciary, and manages approximately $490 million in client assets across discretionary and non-discretionary relationships.

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.

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.

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.

James Mc Monigle Jr. is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding a Series 63 designation and over 46 years of industry experience. His career includes long-term tenures at Securities America, Inc. and Securities America Advisors, Inc. He also services variable annuities that he wrote in prior years, though he has not written any in the last five years. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and institutions, providing financial planning, asset management, retirement plan consulting, and educational seminars. The firm employs fundamental analysis and strategic asset allocation with a long-term focus and offers access to third-party money managers and model portfolios, with an emphasis on coordination between investment and tax advice through its affiliated CPA owners.

Michael Collins is a CFP® professional with 28 years of industry experience. He has been with Comprehensive Investment Management, LLC since 2005 and is also co-owner of Collins CPAs, an accounting firm providing tax preparation and accounting services to individuals and businesses. His work with Comprehensive Investment Management primarily involves tax preparation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base including high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified, long-term investment strategies combined with integrated tax planning.

James Quillen is a CFP®-designated financial advisor with seven years of industry experience, currently with Alden Investment Group in Wayne, PA. His prior roles include positions at Truist Advisory Services, BB&T Wealth, and Cetera Investment Services. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients, with a focus on customized asset allocation and retirement program design. The firm employs proprietary technology platforms for unified reporting and discretionary oversight, and offers fiduciary services emphasizing employer plan management and participant education.

Garret Desjardins is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience. He has worked at RTD Financial Advisors, Inc. since 2019 and previously spent five years at Compass Financial Solutions. RTD Financial Advisors serves individuals, families, and institutional clients, offering life-centered financial planning, personalized investment management, and fiduciary consulting for retirement plans and trusts. The firm employs an asset-allocation driven approach with ongoing monitoring, tax-aware management, and provides both discretionary and non-discretionary services.

Evan Hewitt is a CFP® and Series 65 credentialed advisor with Compass Ion Advisors, LLC, where he has worked since 2018. He has six years of industry experience and previously worked at Eastern University for two years. Hewitt is the founder and director of the Heartwood Foundation, an education nonprofit based in King of Prussia, PA. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities. The firm provides integrated financial planning, investment advisory services, and retirement plan consulting, managing approximately $1.59 billion across discretionary and non-discretionary accounts through a team-driven advisory model.

Lee Calfo is a financial advisor at Alden Investment Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has held leadership roles as CEO at multiple affiliated firms, including J Alden Associates, Alden Capital Management, and Equalize Capital. He currently serves as President and CEO of Alden Investment Group. Alden Investment Advisors serves a diverse client base including high-net-worth individuals, retirement plans, non-profits, other advisors, and pooled vehicles. The firm offers discretionary and non-discretionary portfolio management, retirement-plan advisory and fiduciary services, and standalone fee-only financial planning, utilizing customized asset allocations that combine proprietary strategies with third-party managers through its Alden COVE platform.

Gavin King is a financial advisor at Northstar Financial Companies, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in both financial services and other fields, including private handyman work and roles at Mathnasium and Artistic Pizza prior to his current positions. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and investment management services. The firm uses a goals-based, fundamental investment approach across various asset types and offers specialized strategies through its proprietary models and sub-advisory relationships.

Deborah Davis is a CFP® with 22 years of industry experience, currently serving at Alden Investment Group since 2022. Her prior experience includes roles at Commonwealth Financial Network, SII Investments, Inc., Invest Financial Corporation, and Cetera Wealth Services, LLC. Outside of her advisory work, she is active as a realtor with Coldwell Banker Realty and is involved with Medicaid planning and long-term care insurance through the Krause Agency. Alden Investment Group provides 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 offers specialized services for retirement programs and executive benefits for small to mid-sized employers.

Isaac Martin is a financial advisor at Members Wealth LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Rockefeller Capital Management and Wilmington Trust. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm focuses on fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, and individual securities, regularly monitoring and rebalancing portfolios to align with client goals.

Jacob Cohen is a financial advisor with Axiom Asset Management in Wayne, PA. He holds a Series 65 credential and joined Axiom in 2025. Prior to his advisory role, Cohen spent several years with professional basketball teams including Maccabi Tel Aviv BC, Obradoiro CAB, and Maccabi Ashdod BC. Axiom Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering both portfolio management and comprehensive financial planning. The firm uses a customized, household-based investment process and employs a value, growth, contrarian, and opportunistic approach combined with fundamental and quantitative analysis.

Samuel Carpin is a financial advisor with Ellis Investment Partners, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Ellis Investment Partners since 2013 and previously at Comprehensive Asset Management & Servicing and APW Capital, Inc. Outside of his advisory role, he is an insurance agent with The Carpin Group, where he is involved in sales and maintenance of insurance policies. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing discretionary and non-discretionary portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client risk tolerance and objectives, emphasizing diversification and tax-aware management.