Frank Campbell III is a financial advisor at Cresap, Inc. with 32 years of industry experience. He has held roles at Cresap since 2010 and previously worked at Bryn Mawr Asset Management and The Bryn Mawr Trust Co. He serves on the Pennsylvania Bankers Association Securities & Brokerage Advisory Committee and volunteers as a baseball and lacrosse coach, as well as a swimming official in Chester County. Cresap, Inc. is a five-advisor firm managing approximately $339 million, primarily serving individual retail investors. The firm offers portfolio management and advisory services through both fee-based and transaction-based formats, with a focus on non-discretionary accounts and a dual registration model that integrates broker-dealer activities and a clearing relationship with Wells Fargo.

Timothy Thomas is a financial advisor at Members Wealth LLC in Media, PA, holding Series 65 and Series 66 credentials with 16 years of industry experience. His work history includes positions at BNY Mellon Advisors, Lockwood Financial Services, and various investment firms prior to joining Members Wealth LLC. Members Wealth LLC is a five-advisor team that 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 selected individual securities, with a portfolio management approach that incorporates options and derivatives for hedging and tactical purposes.

Robert Kuberski Jr. is an advisor at NewSquare Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services, Cohen & Steers, Eaton Vance Management, and Ridgeworth Capital Management. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a range of individual and institutional clients. The firm focuses on diversified, strategic asset allocation using ETFs, equities, and fixed income, and employs sub-advisors and tax-aware investment strategies within its client portfolios.

Donna Teets is a financial advisor at Almanack Investment Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including StoneBridge Advisors, Inc., Domani Wealth LLC, and United Capital Financial Advisers, LLC. In addition to her advisory work, she participates as an independent contractor in consumer product testing. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individual and institutional clients. The firm employs model asset allocation portfolios focused on diversified, risk-conscious strategies and offers a range of investment approaches including adviser-managed pooled funds and private fund platforms.

Owen Mulhern IV is a CFP® with 24 years of industry experience, currently serving at Financial Coach, a team-based firm in West Chester, PA. He has worked with FC Advisory, LLC since 2014 and has been associated with LPL Financial dba Financial Coach since 2007. FC Advisory, LLC provides financial planning and portfolio management to retail clients at various life stages through its dual-brand model: Financial Coach for retirees and near-retirees, and New Wealth Project for young families and emerging professionals. The firm customizes portfolios based on client goals, time horizon, and risk tolerance, primarily using mutual funds and ETFs, and offers both one-time plans and ongoing implementation services.

Brian Carney is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently a partner at Riversedge Advisors and RiversEdge Business Solutions, with prior roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory work, he is involved in a public accounting firm affiliated with RiversEdge and owns an independent insurance agency. RiversEdge Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a modern portfolio theory approach with primarily ETF-based strategic allocations, complemented by third-party manager recommendations and integrated technology platforms.

Marisa Facciolo is a Series 66-licensed financial advisor with five years of industry experience, currently with RiversEdge Advisors. She previously worked at Truist Investment Services, Hawthorn/PNC Family Watch, and BNY Mellon. Outside of her advisory role, she owns Present Best with Marisa, a business focused on coaching and mentoring women in career and personal development. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory, primarily utilizing ETFs and integrated wealth management tailored to clients' goals and risk tolerances.

J Dever is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Alden Investment Group. His prior roles include positions at Patriot Financial Partners, Piper Jaffray & Co., and Morgan Stanley. He is also the founder of JDP Capital Management LLC, an investment management firm focused on small community banks. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management along with fiduciary and financial planning services. The firm utilizes a customized asset allocation approach combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform.

John Riley is a CFA® credentialed financial advisor with six years of industry experience, currently practicing at Barton Investment Management, LLC. He has been with Barton since 2006 and holds Series 63 and Series 65 licenses. Barton Investment Management provides discretionary portfolio management and advisory services to individuals, high net worth clients, retirement plans, charitable organizations, trusts, estates, and business entities. The firm employs a fundamentally driven, concentrated investment approach focused on long-term holdings and tax-efficient outcomes.

Steven Girard is a financial advisor with Northstar Financial Companies, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior firms include Cambridge Investment Research, Commonwealth Financial Network, and Longview Wealth Management. Outside of his advisory role, Girard serves as CFO of his spouse’s interior design business. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and discretionary and non-discretionary investment management. The firm employs a goals-based, fundamental investment approach using mutual funds, ETFs, equities, and fixed income, and offers equity-only model portfolios and options strategies through separately managed accounts.

Erin Eliason is a financial advisor at RiversEdge Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at RiversEdge Advisors since 2020. Prior to that, she was employed at M HOLDINGS SECURITIES, Inc. and Newton One Advisors. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach relies on modern portfolio theory, employing strategic asset allocations primarily with ETFs, along with rebalancing and selective shorter-term trades.

Eric Maslowsky is a financial advisor with Alden Investment Group, holding a Series 66 designation and 15 years of industry experience. His prior work history includes roles at Franklin Mint FCU, LPL Financial, Morgan Stanley, and PFG Advisors. He has been with Alden Investment Advisors and J. Alden Associates since 2023. Alden Investment Advisors offers 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 it provides specialized retirement program design and participant education for employer plans.

Robert Lansing is a financial advisor at Alden Investment Group with 41 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lansing holds a Series 63 designation. 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 specializes in retirement programs and executive benefits for small and mid-sized employers, using customized asset allocations and proprietary technology platforms to support comprehensive advisory services.

Brendan Keane is a Series 65-licensed financial advisor at Smithbridge Asset Management, Inc. with two years of industry experience. Prior to joining Smithbridge, he worked at TMNAS Services and has a background that includes time as a full-time student and work at the YMCA. Smithbridge Asset Management is an SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm focuses on fundamentally driven equity selection in large-cap U.S. companies, complemented by diversified fixed income and tax-efficient management, and offers both individualized account management and model portfolio solutions.

Francis Hoey is the principal and sole advisor at Hoey Investments, Inc., a firm he has led since 2009. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 25 years of industry experience. Hoey Investments, Inc. is an independently owned, SEC-registered advisor providing discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm emphasizes tailored investment objectives, ongoing portfolio monitoring, and a formal policy on the use of artificial intelligence tools, while excluding cryptocurrencies from client portfolios.

Ashley Howard is a Series 65 credentialed advisor with Diversified, LLC in Wilmington, DE, bringing one year of industry experience. Prior to joining Diversified, LLC in 2024, Howard worked at Information to Imaging Technologies from 2013 to 2017. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm employs a comprehensive planning process with ongoing asset management and utilizes both third-party managers and automated platforms to tailor portfolios.

John Gerhardt is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has worked at Radnor Capital Management, LLC since 2020 and previously spent eight years at Pennsylvania Trust Company. Radnor Capital Management serves individual and high-net-worth clients, families, trusts, institutions, and other organizations with wealth management, investment management, and consulting services. The firm employs a bottom-up, fundamental investment process focused on individual securities and concentrated equity holdings, managing approximately $855 million in discretionary assets.

Scott Lavelle is a CFA® charterholder and holds a Series 63 license. He is currently with Diversified, LLC and previously worked at PNC Bank for 14 years. He has one year of experience in the advisory industry. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm employs a comprehensive planning process with ongoing portfolio oversight and utilizes both third-party managers and proprietary strategies, managing approximately $2.79 billion in assets.

John Mulqueen Jr. is a financial advisor at Alden Capital with 13 years of industry experience and holds the Series 63 and Series 65 licenses. He has worked at Bluestone Capital Partners LLC and MCG Securities, among other firms. Outside of advising, he is involved in technology and operations support for AdvizorStack and operations management for BX Partners. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, nonprofits, and other investment advisers, 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 customized asset allocation strategies through its proprietary Alden COVE platform.

Ravi Dattani is a CFP® with five years of industry experience and is currently a managing member at AssetBook, LLC, a software company that provides portfolio accounting solutions to investment advisors. He has been affiliated with Schiavi + Dattani since 1998. Clariti Wealth Advisors is a registered investment adviser serving individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in client assets. The firm offers comprehensive financial planning combined with investment management, using diversified portfolios across multiple asset classes and a mix of active and passive strategies, with an emphasis on manager selection and ongoing monitoring.