Henry Riley is a CFA® charterholder with six years of industry experience. He has been with Barton Investment Management, LLC since 2006. 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 focuses on fundamentally driven, concentrated portfolios and emphasizes long-term investing with attention to company-level economics and founder or management ownership.

Mark Meloro is a financial advisor at Market Street Wealth Management with 27 years of industry experience. He has been with Market Street Wealth Management since 2010 and holds Series 63 and Series 65 licenses. In addition to his advisory role, Meloro is co-owner of a tax preparation service that operates seasonally. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to unaffiliated money managers. The firm employs a fundamentals-driven, long-term investment approach with diversified portfolios typically composed of mutual funds and ETFs.

Matthew Croley is a financial advisor with Sterling Investment Advisors Ltd. in Berwyn, PA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Sterling Investment Advisors since 2007 and also worked at Purshe Kaplan Sterling Investments from 2011. Croley is a licensed independent insurance agent and serves as a notary public, primarily notarizing documents for his firm’s clients. Sterling Investment Advisors, Ltd. manages nearly $1 billion in discretionary assets for individuals, pension plans, charitable organizations, and businesses. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, derivatives, and alternative vehicles such as interval and private funds, tailoring portfolios through client discussions and ongoing supervision.

Paul La Fountain is a financial advisor at Alden Capital with a Series 65 designation and three years of industry experience. He has worked at Alden Investment Group since 2020 and has a background in education, having held positions in multiple school districts. Outside of finance, he is involved with Corlys Irish Pub and Grille, a business he has been associated with since 2007. Alden Capital Management is an SEC-registered multi-advisor firm managing approximately $1.44 billion, serving individuals, high-net-worth clients, retirement plans, pooled investment vehicles, 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, fee-only financial planning, and specialized retirement plan design and fiduciary support for small and mid-sized employers and nonprofit entities.

Brian Kohute is a CFA® charterholder and holds a Series 66 license with 26 years of industry experience. He has been with Meridian Wealth Partners, LLC since 2017 and previously worked at HJ Wealth Management LLC for 12 years. Outside of advising, he operates as an independent insurance agent and is involved with pension plan consulting and loan origination on a limited basis. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients through a ten-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and corporations, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Marlon Rose is a financial advisor at Meridian Wealth Partners, LLC in Malvern, PA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Villanova University, Gentell, SEPTA, and Dick's Sporting Goods. Meridian Wealth Partners manages approximately $1.37 billion for around 707 clients through a team of ten advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and corporations, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Maxwell Meloro is a Series 66-licensed advisor at Market Street Wealth Management in West Chester, PA, with one year of industry experience. His background includes roles at Market Street Financial Group and USA Financial Securities LLC, as well as prior experience outside finance. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes a fundamentals-driven, long-term investment approach supplemented by financial planning and operates within a broader affiliated business network including tax and insurance services.

James Bruton is a financial advisor with Bruton Chisnell Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Valmark Securities, Inc. since 2005 and was previously affiliated with Bruton Financial Advisors, LLC. Outside of his advisory roles, he serves as president of Downingtown Good Neighbor Day, a nonprofit that raises funds for local volunteer fire and rescue companies. Bruton Chisnell Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, emphasizing fundamental analysis and individualized asset allocation through Independent Managers, mutual funds, ETFs, and individual securities.

David Sun is a CFA® charterholder with 24 years of industry experience, currently serving as an advisor at Ellis Investment Partners, LLC since 2012. He holds Series 63 and Series 65 licenses. Ellis Investment Partners provides portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, trusts, small businesses, and institutional accounts. The firm employs a dynamic asset-allocation framework and emphasizes diversification and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Matthew Ryba is a financial advisor at Oakbourne Advisors in West Chester, PA, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior work includes seven years at Hartford Funds and five years at Northstar Asset Management. Oakbourne Advisors serves individuals, high-net-worth households, retirement plans, trusts, and business clients by managing discretionary portfolios and providing financial planning and retirement plan consulting. The firm uses a multi-office platform and a blend of fundamental, technical, charting, and cyclical analysis in its investment approach.

Kevin Lake is a CFP® with 12 years of industry experience, currently serving at Common Cents Planning. His prior work includes roles at MML Investors Services LLC, MassMutual Life Insurance Co., New York Life Securities Insurance Co., and Cumby, Spencer & Associates Financial Group. He is also involved in fixed insurance sales. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning. The firm manages approximately $542 million across about 450 clients, emphasizing client-specific investment policy statements and fundamental analysis to construct tailored portfolios.

Bray Hansel is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Sterling Investment Advisors Ltd. since 2017. Prior to joining Sterling, he worked at Radnor Financial Advisors for one year. Outside of his advisory role, Hansel coaches girls' soccer teams at Penn Fusion Soccer Academy. Sterling Investment Advisors Ltd. manages nearly $1 billion in discretionary assets for individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, derivatives, and alternative vehicles such as private and interval funds, tailoring portfolios through client-driven investment policies.

Charles Manning is a financial advisor at Compass Ion Advisors, LLC with 28 years of industry experience. He has previously worked at United Capital Financial Advisers, LLC and Ct Financial Advisors, LLC. He holds a Series 63 designation. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various institutions by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm manages approximately $1.59 billion using a team-driven advisory model and emphasizes strategic asset allocation and long-term holding periods.

James Pepperman is a financial advisor with Alden Capital, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at J Alden Associates, Mcg Securities, Azarias Capital Partners, Kestra Investment Services, and New England Securities. He is involved with the nonprofit NorthStar of Chester County. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and nonprofit 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, emphasizing customized asset allocation through a combination of internally managed strategies, third-party managers, and proprietary technology.

Jonathan Kolle is a CFA® charterholder with 27 years of experience in the financial industry. He is a senior advisor at Smithbridge Asset Management, Inc., where he has worked since 1999. Prior to this, he was with Financial Freedom Innovations, Ltd for one year. He also serves as President and Chief Compliance Officer of Smithbridge Asset Management, LLC. Smithbridge Asset Management is an SEC-registered advisory firm that provides financial planning and portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm serves a diverse client base including high-net-worth and institutional clients, with an investment approach focused on disciplined, fundamentally driven equity selection and diversified fixed-income strategies.

Garrett Roach is an advisor with Concentus Wealth Advisors, holding Series 63 and Series 65 licenses. He has been with the firm since 2024 and has prior experience working at the Yacht Club of Stone Harbor. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm emphasizes continuous supervision of client accounts across a broad range of asset classes and tailors strategies for special situations such as low-basis stock and complex tax matters.

Raymond Wilson is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Onyx Bridge, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, he operates an independent insurance business focusing on individual life, property and casualty, long-term care, and fixed annuities. Onyx Bridge Wealth Group provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm employs a research-driven investment process with customized portfolios that include ETFs, structured products, alternative investments, and tax-management strategies, supported by affiliated tax and retirement service firms.

Benjamin Tuscai is a CFP® with 11 years of industry experience, currently serving as an advisor at Sunpointe Investments since 2023. Prior to joining Sunpointe, he worked at The Vanguard Group for eight years. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that combines fundamental and behavioral analysis, blending active and passive strategies while offering a range of services including family-office support and consolidated performance reporting.

Eric Hildenbrand is a CFA® charterholder with nine years of industry experience. He is currently with Aurdan Capital Management, LLC and previously worked at Coho Partners, Ltd. and Haverford Financial Services, Inc. Aurdan Capital Management provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages over $526 million in client assets and employs an investment process based on asset allocation models supported by fundamental analysis, charting, and mutual fund/ETF evaluation.

Sara Turner is a CFP® with 13 years of industry experience, currently serving as an advisor at Aurdan Capital Management, LLC since 2025. Her prior roles include positions at Fidelity Investments and Brown Brothers Harriman & Co., among others. Aurdan Capital Management provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes asset allocation supported by fundamental analysis and manages portfolios on a discretionary basis, with offerings that include comprehensive and ongoing financial planning.