Kyle Pettigrove is a financial advisor at Tanager Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at Tanager since 2016, following two years at Wiley Group. Outside of finance, Pettigrove is a partner at Crowded Castle Brewing Company, where he assists with marketing and distribution. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, offering portfolio management, independent manager recommendations, and comprehensive financial planning. The firm’s investment approach is based on asset-allocation models and fundamental analysis, with portfolios tailored to clients’ objectives and reviewed regularly.

Theodore Poppe is a CFA® charterholder with 10 years of industry experience. He is currently with Grey Fox Wealth Advisors, LLC and has previously worked at Orion Portfolio Solutions, Brinker Capital, BrightHouse Securities, and MetLife Securities. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm uses an academic, long-term oriented investment approach combining fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Richard Hamilton Jr. is a financial advisor at Hamilton-Bates Investment Research, Inc. with 25 years of industry experience. He has been with Hamilton-Bates since 1998 and has maintained a long-term involvement with Rolling Green Golf Club since 1978. Hamilton-Bates Investment Research, Inc. advises individuals, pension and profit-sharing plans, charitable organizations, and businesses through individualized portfolio management and model portfolio programs. The firm uses a combination of fundamental, technical, quantitative, and asset-allocation techniques, offering both long-term and shorter-term trading strategies.

Daniel Elser is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Ballast Financial Advisors, LLC since 2019 and previously held roles at Ameriprise Financial and Keystone State Insurance. Outside of his advisory role, he is involved in personal home and auto insurance sales. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, and retirement plan consulting using a range of investment strategies and analytical methods tailored to each client.

Mildred Louise Santos is a CFP® with 13 years of industry experience, currently serving at Common Cents Planning. Her prior roles include positions at The Vanguard Group, Inc. and PNC Investments LLC. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning, managing approximately $542 million for around 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to construct tailored portfolios, providing both discretionary and non-discretionary portfolio supervision.

Ryan Cross is a CFP® with five years of industry experience and is associated with Clariti Wealth Advisors in Wilmington, DE. He has concurrently worked with Schiavi + Dattani, J.P. Morgan Securities Inc., and JPMorgan Services Inc. since the early 2000s. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in assets. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and real assets, using both active and passive strategies, and integrates financial planning with investment management through its Financial Plan Management service.

Julia Hopson is an advisor at Odyssey Capital Advisors Inc. with a Series 65 designation and one year of industry experience. Prior to joining Odyssey, she held roles at Pitcairn Trust Company and has experience working in other sectors including fitness at CorePower Yoga and hospitality at Village Brewing Co. Additionally, she has been involved with Temple University over multiple years. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment programs using fundamental analysis and a range of strategies while offering ongoing portfolio monitoring and coordinating with third-party managers.

Andrew Giannone is a CFA® charterholder with 11 years of industry experience. He is currently with Alden Capital, where he has worked since 2020, and has prior experience at Allio Advisers LLC and Bluestone Capital Management. Giannone also serves as a training consultant at Forefront Analytics and GKFO, providing employee training on investment-related topics. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and non-profit entities, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing a blend of proprietary asset allocation portfolios, third-party managers, and model portfolios through its Alden COVE platform.

James Nelson is a CFP® with seven years of industry experience, currently serving as an advisor at Affinity Wealth Management LLC. His prior experience includes roles at Merrill and Raymond James Financial Services. Nelson is also a licensed insurance agent in Wilmington, Delaware. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans with a primarily long-term investment approach that combines various analytical methods to build customized portfolios.

Miguel Biamon is a financial advisor at NewSquare Capital, LLC with 23 years of industry experience. He has held roles at NewSquare Capital since 2018 and previously worked at Blue Bell Private Wealth Management from 2016 to 2018. He holds Series 63 and Series 65 credentials. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of pension and trust plans. The firm emphasizes diversified, strategic asset allocation using exchange-traded funds, equities, and fixed income, supplemented by sub-advisory partnerships and tax-aware investment strategies.

Cortright Wetherill III is a financial advisor with Wick Capital Partners, LLC and holds a Series 65 designation. He has seven years of industry experience, including prior roles at Red Rocks Group and Drexel University. He has been with Wick Capital Partners since 2019. Wick Capital Partners provides 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 and employs a combination of fundamental analysis, active and passive strategies, and integrated financial planning.

Lawrence Hollin is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. He holds a Series 63 designation and has worked at Invicta Capital, SSG Capital Advisors, LLC, and CV Brokerage Inc. Outside of his advisory role, he is involved in business consulting through Arch Street Advisors. Invicta Advisors provides portfolio management, financial planning, and targeted consulting to individuals, pension plans, charitable organizations, and corporations. The firm combines fundamental, quantitative, and qualitative analysis in its investment approach and offers a range of advisory arrangements, including discretionary and non-discretionary services.

Mark Feldser is a financial advisor with Wick Capital Partners, LLC, holding 10 years of industry experience. He has worked at Wick Capital since 2019, following prior roles at West Capital Management and West Capital Management, Inc. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, providing personalized asset management, comprehensive financial planning, and fiduciary services. The firm employs a combination of fundamental analysis and active and passive investment strategies, managing most client assets on a discretionary basis and conducting regular portfolio reviews.

Christina Copeland is a financial advisor with Conservest Capital Advisors Inc, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with Conservest Capital Advisors since 2003. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm employs a customized investment strategy based on in-depth client interviews, combining macroeconomic and fundamental analysis with long-term, low-turnover approaches using ETFs, no-load mutual funds, and individually selected bonds.

Matthew Beardwood is a financial advisor at Westover Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Glenmede from 2012 to 2016 before joining Westover Capital Advisors in 2016. Westover Capital Advisors manages approximately $568.6 million for about 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides discretionary investment management, wealth advisory, and consulting services, integrating tax and accounting offerings through a formal affiliate relationship.

Kristin Sindoni is a financial advisor with Conservest Capital Advisors Inc, holding a Series 65 designation and 18 years of industry experience. She has been with Conservest since 2008. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm’s investment approach involves customized strategies based on in-depth client interviews, combining macroeconomic and fundamental analysis, and emphasizes long-term, low-turnover holdings using ETFs, no-load mutual funds, and individually selected bonds.

Gregory Obin is a financial advisor at Alden Investment Group with one year of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience with NYLIFE Securities LLC, New York Life Insurance Company, and the U.S. Air Force. 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 emphasizes customized asset allocations using proprietary strategies and third-party managers, and uniquely integrates technology platforms to extend oversight to held-away assets while offering fiduciary services and employee education for employer plans.

Andrew Zuch is a Senior Financial Advisor at MDRN Capital with four years of industry experience. He holds a Series 65 credential and has worked at MDRN Capital since 2023. Prior to this, he has been involved with Procapita Partners DBA Viquity Asset Management and Thrivest Legal Funding since 2021. Outside of advisory work, he is a licensed insurance agent providing clients with solutions for protection, tax-free retirement income, legacy planning, and retirement income planning. MDRN Capital offers discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a primarily long-term investment orientation, utilizing a range of investment vehicles and independent managers.

Matthew Resch is a financial advisor with Alden Investment Group, holding a Series 63 license and 24 years of industry experience. His prior roles include positions at PNC Capital Markets, Ambassador Partners, and Ambassador Financial Group, where he was also founder and managing partner of Ambassador Financial Group, LLC. He is a 12.5% owner and director of Argyle Capital Management, LLC, though he is not involved in its daily operations or investment decisions. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside fiduciary and financial planning services. The firm uses a proprietary investment approach combining its Alden Capital Management strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technology and service providers.

Hannah Marin is a financial advisor at Grey Fox Wealth Advisors, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Grey Fox Wealth Advisors, she worked at The Vanguard Group and held roles at Athleta and Tristate Financial Advisors. Marin also served in the Army National Guard from 2016 to 2022. Grey Fox Wealth Advisors is a Delaware-registered firm that serves individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages approximately $699 million in client assets, offering discretionary investment management, financial planning, and retirement plan consulting with customized portfolios focused on low-cost mutual funds and ETFs.