Jerry Davidse is a financial advisor at Presilium Private Wealth, LLC with 24 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on the advisory boards of several nonprofit organizations, including KIPP Philadelphia and the Cambodia Rural Student Foundation. Presilium Private Wealth is a team-based registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers comprehensive portfolio management and financial planning services, employing a mix of passive and active strategies across multiple asset classes and combining investment management with business consulting services.

Richard Chebookjian is a Series 66–licensed financial advisor at Alden Capital with 12 years of industry experience. He has worked at J Alden Associates, Inc. since 2020 and previously at Mcg Securities, LLC from 2014 to 2020. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion, providing discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, 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 and specialized retirement plan support.

Monica Lanzilotta is a financial advisor at Amplius Wealth Advisors with nine years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Purshe Kaplan Sterling Investments. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans, providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm customizes advice to client objectives and leverages third-party platforms and sub-advisers to implement and manage investment strategies.

Allison Kade is a CFP® and holds a Series 65 license, currently serving at WealthFD with one year of industry experience. Her background includes a year at Morgan Stanley and entrepreneurial roles, such as operating Contented Content LLC since 2018. WealthFD provides advisory services to individuals, high-net-worth clients, and retirement plans, offering portfolio management, comprehensive financial planning, and pension consulting with a focus on tax-efficient and ESG portfolios, options, and margin trading strategies. The firm integrates accounting and advisory services through formal affiliations, delivering tax preparation, bookkeeping, and tax-planning alongside investment management.

Megan Keenan is a financial advisor at Lansing Street Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets and Janney Montgomery Scott. Lansing Street Advisors is a team of six advisors providing discretionary and non-discretionary wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis, utilizing exchange-traded funds alongside mutual funds, individual equities, fixed income, and independent manager allocations.

Crescenzo Galli is a financial advisor at Wealth Management Associates, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Osaic Wealth, Inc. and Securities America, Inc. In addition to his advisory role, he owns and manages a real estate business. Wealth Management Associates, Inc. serves individuals, pension plans, charities, and small businesses, managing over $646 million in assets. The firm offers portfolio management, financial planning, and pension consulting, combining investment management with accounting and insurance services.

Carol Gangewer is an advisor at Compass Ion Advisors, LLC with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Keel Point and APW Capital, Inc. prior to her current role. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities by providing integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven model managing approximately $1.59 billion in assets. The firm emphasizes strategic asset allocation, long-term holding periods, and employs a variety of investment vehicles including ETFs, mutual funds, and separately managed accounts.

Michael Smith is a CFP® professional at PW Nova Financial Services LLC with 20 years of experience in the financial industry. His prior roles include positions at JW Nova Wealth Partners and Wells Fargo Advisors. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm employs a multi-advisor team approach and uses a variety of analytical methods to construct diversified portfolios that may include complex investment strategies.

Alan Bates is a financial advisor at Hamilton-Bates Investment Research, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hamilton-Bates since 1998. Hamilton-Bates Investment Research, Inc. provides continuous asset management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs multiple analytic methods and offers both discretionary separate-account management and model-based programs.

Keith Hardman is a CFP® professional with seven years of industry experience. He has worked at Prudent Management Associates since 2018 and previously spent four years at Bryn Mawr Trust. He is based in Philadelphia, PA. Prudent Management Associates serves high-net-worth individuals and institutional clients, including corporate pension plans and charitable organizations, offering discretionary portfolio management and limited consulting services. The firm uses low-cost, low-turnover mutual funds structured through proprietary quantitative models and discretionary oversight, managing approximately $1.14 billion across about 216 client relationships.

James Tatlow is a financial advisor with Barton Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Stifel Nicolaus for 12 years before joining Barton in 2020. Barton Investment Management offers 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 managed by a four-advisor team.

Mckenzie Frankel is a CFP® with 20 years of industry experience and has been with Entrust Financial, LLC since 2015. She serves as treasurer on the board of Adoptions From The Heart and is the secretary of the local chapter board for the National Association of Women Business Owners (NAWBO). Entrust Financial is a registered investment adviser that provides financial planning, consulting, and investment management to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses fundamental analysis and a multi-step process to set long-term investment objectives, tailoring portfolio management to each client’s goals and risk tolerance.

Gabriel Toribio is a financial advisor with Odyssey Capital Advisors Inc. He holds a Series 65 designation and has been with Odyssey since 2026. Prior to joining the firm, he worked at PepsiCo from 2022 to 2026 and has experience at several other employers including Penn State University and Ollies Bargain Outlet. 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 tailored to client goals and risk tolerances, and also offers educational seminars and fixed insurance products.

Frederick Bruenner is a CFA® charterholder with 14 years of industry experience. He is a partner and portfolio manager at Fort Point Capital Partners LLC, where he has worked since 2018. His prior roles include positions at Gordian Investments, LLC and Cypress Point Solutions. Outside of his advisory work, he manages a family and friends LLC holding a passive investment in Restore Hyper Wellness. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and systematic tax-loss harvesting, and it operates a pooled-vehicle platform with segregated side-pockets and performance-based fee structures.

Andrew Gilinsky is a financial advisor with CPC Financial Planning, Inc. in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial LLC since 2019 and previously spent 22 years at Royal Alliance Associates, Inc. Gilinsky is also involved with Clairmont, Paciello & Co., P.C., a CPA firm specializing in tax preparation and accounting. CPC Financial Planning, Inc. provides fee-based financial planning services to individuals, corporations, and other business entities, focusing on comprehensive written plans without offering investment management or discretionary portfolio services. The firm integrates financial planning with affiliated tax and insurance services, serving a small active client base through a team of six advisors.

Kyle Bruner is a financial advisor at Innova Wealth Partners, LLC with one year of industry experience. Prior to joining Innova, he worked at Mary Beaver White Building and On The Level Construction, LLC. He also has a background in education, having worked at Dallastown Area High School. Innova Wealth Partners provides discretionary portfolio management, financial planning, pension consulting, and educational retirement courses to individuals, trusts, pension plan participants, and businesses. The firm manages approximately $284 million in discretionary assets, constructing portfolios with ETFs, mutual funds, and other securities across various asset classes while employing fundamental, technical, and cyclical analysis.

Morgan Frees is a Wealth Advisor at Addison Capital with four years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Ernst & Young. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios across a broad range of instruments and manages over $1.1 billion in assets with a small advisory team.

Christopher Mallon is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has been with Pennsylvania Capital Management Inc. since 2018 and previously worked at Hobbs Group Advisors, LLC. The firm provides individualized investment management, consulting, financial planning, and private fund advice to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. Pennsylvania Capital Management manages approximately $848.6 million in assets and employs a mix of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services across multiple offices.

Joseph Hogan is a CFP® professional with seven years of industry experience, currently serving as an advisor at WealthFD. His prior roles include positions at Mariaca Wealth Management, LLC and RTD Financial Advisors, Inc. Outside of advising, he is a partner in MortgageFD LLC, an independent mortgage brokerage, and is involved in affiliated accounting and dental consulting businesses. WealthFD provides advisory services to individuals, high-net-worth clients, and retirement plans, offering portfolio management, financial planning, and pension consulting, including ERISA 3(21) and 3(38) services. The firm’s investment approach integrates fundamental, quantitative, and technical analysis, with a distinctive blend of accounting and mortgage brokerage services that enhance its wealth management offerings.

Earl Clairmont Jr. is a CFP® with 38 years of experience in financial planning. He is affiliated with CPC Financial Planning, Inc., where he has worked since 1988. Prior to and alongside this, he has been involved with Tanglewood Financial Services, Inc. and Clairmont, Paciello & Co., P.C., providing services related to tax preparation and accounting for over 50 years. CPC Financial Planning, Inc. offers written financial plans, annual monitoring, and hourly advice to individuals, corporations, and business entities, focusing on coordinated recommendations across investments, tax planning, retirement, insurance, and estate matters without discretionary portfolio management. The firm integrates planning with accounting and tax services through its team of CPAs and CFP® professionals, combining fee-for-service financial planning with affiliated brokerage and insurance activities.