Ceida Branca is a financial advisor at Limerick Financial Group, LLC with a Series 65 designation and five years of industry experience. She has been with Limerick Financial Group since 2020 and previously worked at Merrill Lynch. Her work history also includes roles outside the financial sector at Temple University, Retro Fitness, and Norristown Area High School. Limerick Financial Group provides portfolio management, financial planning, and consulting services to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis and various trading approaches, offering proprietary asset-allocation and specialty models that include long/short and leveraged mutual-fund strategies alongside traditional investments.

Anna Allem is a CFP® with six years of industry experience currently serving as a financial advisor at Bannerman Wealth since 2022. Her prior work includes roles at Cooper Financial Group, MassMutual, and SEI Investments Management Corporation. She is also involved with The Arc of Chester County, a nonprofit organization. Bannerman Wealth provides discretionary investment management and comprehensive financial planning services to individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans. The firm’s investment approach emphasizes passive strategies based on Modern Portfolio Theory and a buy-and-hold philosophy, using diversified model portfolios centered on Dimensional Fund Advisors funds.

Alexander Maguire Jr. is a financial advisor at Maguire Investments LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Maguire Investments since 2012 and at Adare Asset Management, LLC since 2009. Maguire Investments provides continuous investment management services to individuals, trusts, charitable organizations, banks, and retirement plans. The firm employs a generally conservative equity and fixed income strategy, with a specialty in financial-services companies for select clients, and customizes portfolios based on client income needs and restrictions.

Alexander Maguire III is a financial advisor at Maguire Investments LLC with a Series 65 designation and one year of industry experience. Prior to joining Maguire Investments in 2020, he spent six years in full-time education. Maguire Investments provides continuous investment management to individuals, trusts, estates, charitable organizations, banks, and pension and profit-sharing plans. The firm employs a generally conservative equity strategy focused on sustainable earnings, dividends, and company quality, alongside a conservative fixed income approach, and offers specialized portfolio management for financial-services companies.

Ty Mcgilberry is a financial advisor with Pegasus Management Services L.L.C. in King of Prussia, PA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at Empower Mortgage Partners, Lincoln Financial Advisors Corp, and Securian Financial Services. In addition to his advisory work, he is an insurance agent offering health, disability, and life insurance products through Pegasus Financial Planning. Pegasus Management Services L.L.C. provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and businesses. The firm customizes investment strategies based on client goals, time horizon, and risk tolerance, offering both discretionary and non-discretionary portfolio management along with ERISA retirement-plan advisory services.

Kevin Hartnett Jr. is a CFP®-designated financial advisor with 10 years of industry experience. He has worked at Sensenig Capital Advisors, Inc. since 2020 and held previous roles at SEI Investments Distribution Co. and SEI Investments Company from 2016 to 2020. Outside of his advisory role, he is an owner of Oaks Venture Partners LLC, an entity formed to purchase investment real estate. Sensenig Capital Advisors, Inc. is an independent investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $213 million with an investment approach focused on long-term, globally diversified portfolios primarily using passively managed funds and ETFs, supplemented by fundamental analysis and rebalancing.

Robert Maguire is a Series 65-licensed advisor with 12 years of industry experience. He has been with Maguire Investments LLC since 2012, where he is part of a four-advisor team based in King of Prussia, PA. Maguire Investments provides continuous investment management to individuals, trusts, estates, charitable organizations, banks, and pension and profit-sharing plans. The firm employs a generally conservative equity strategy focused on sustainable earnings, dividends, and company quality, combined with a conservative fixed income approach tailored to clients’ income needs and restrictions.

James White is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. He has been with Great Oak Wealth Management, Inc since 2021 and previously operated JH White Financial Services, LLC for 16 years. Outside of advisory work, he is employed as a Network Planner I at Verizon Communications, where he designs and plans outside plant facilities for telephone and high-speed services. Great Oak Wealth Management serves individuals, families, corporations, retirement plan sponsors, trusts, estates, and charitable organizations. The firm provides financial planning, discretionary investment management, retirement plan consulting, and participant account management, using an investment approach focused on asset allocation, fundamental analysis, and mutual fund/ETF selection.

Alexander Maguire is a CFA® charterholder with 32 years of industry experience. He is the principal of Maguire Investments LLC, where he has worked since 2012. His prior experience includes roles at Adare Asset Management from 2010 to 2012 and Dearden, Maguire, Weaver & Barrett, LLC from 1991 to 2009. Maguire Investments LLC provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, trusts, charitable organizations, banks, and pension plans. The firm employs a conservative equity and fixed-income approach, combining fundamental analysis with technical and cyclical trend research, and offers specialized financial-services portfolios alongside tailored client strategies.

Matthew Fatz is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Thrive Wealth Management, LLC since 2019. Prior to joining Thrive, he worked at United Capital Financial Advisers, LLC for five years. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting services. The firm employs a range of investment strategies including model portfolios, mutual funds, ETFs, individual securities, and selectively private and interval funds, with an emphasis on tax-aware management and regular portfolio rebalancing.

Brock Hewitt is a CFP® professional at Wellfull with three years of industry experience. He has worked at multiple firms, including Bernardo Wealth Planning, Cambridge Investment Research, Cetera, and Commonwealth Financial Network. His background also includes roles outside finance, such as positions at Liberty University and Plumstead Christian School. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm uses a client-centered financial planning approach to guide investment management and offers model-based asset allocation combined with multiple analysis methods and access to private investment vehicles.

Christi Bender is a financial advisor at Vermillion & White Wealth Management Group with 11 years of industry experience. She has been with Vermillion & White since 2014 and is also a certified public accountant running her own tax and small business accounting practice since 2010. In addition to her advisory role, she holds a Pennsylvania insurance producer license and dedicates a limited amount of time to insurance-related activities. Vermillion & White Wealth Management Group serves individuals, institutions, and various types of plans and organizations, managing approximately $231 million across several hundred accounts. The firm offers portfolio management, comprehensive financial planning, and pension consulting, focusing on aligning investments with clients’ risk tolerance, time horizon, and objectives through a disciplined process that includes asset allocation, diversification, and regular rebalancing.

Ian Hoffman is a CFP® with 10 years of industry experience. He has worked at Thrive Wealth Management, LLC since 2023 and previously spent seven years at The Vanguard Group, Inc. Ian holds the Series 63 license. Thrive Wealth Management serves individuals—including high-net-worth clients—as well as retirement plan sponsors, charities, businesses, trusts, and estates. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and financial planning services, managing approximately $1.58 billion in client assets through a multi-advisor team.

Simon Crew is a financial advisor with Certior Financial Group, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Arkadios Wealth Advisors, Creative Capital Wealth Management Group, and Equitable Advisors, LLC. Certior Financial Group provides personalized financial planning and asset management services to individuals, pension plans, trusts, estates, corporations, and other business entities. The firm uses a multi-disciplined, client-tailored investment approach that combines active and passive vehicles and emphasizes downside risk mitigation.

Jack Green is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Thrive Wealth Management, LLC since 2021 and previously held positions at Vanguard, Bank of America, Merrill, and Merrill Lynch. Outside of finance, he briefly worked in the restaurant industry. Thrive Wealth Management serves individuals, including high-net-worth clients, as well as retirement plan sponsors, charities, businesses, trusts, and estates. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and financial planning through a multi-advisor team managing approximately $1.58 billion in assets.

Robert Decampli Jr is a financial advisor with Vermillion & White Wealth Management Group in Phoenixville, PA, holding a Series 63 designation and 11 years of industry experience. He has worked at Vermillion & White since 2014 and has been associated with Guardian Life Insurance Co of America since 2009. Outside of financial advising, he operates a CPA accounting practice focused on tax preparation and accounting services. Vermillion & White Wealth Management Group serves individuals, institutions, pension plans, trusts, and charitable organizations, managing approximately $231 million across several hundred accounts. The firm provides portfolio management, financial planning, and pension consulting, using an investment approach based on asset allocation, diversification, and periodic rebalancing informed by research and third-party models.

Sean Gunning is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials and 11 years of industry experience. His work history includes roles at Arkadios Capital, Realta Investment Advisors, and ADP LLC. He maintains an inactive business entity, Top Gunning, LLC, which was formerly used for real estate investments. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, offering a 12-month tax mitigation program and access to alternative investments. The firm manages most accounts on a non-discretionary basis, employing both fundamental and technical analysis with a long-term investment orientation.

Adam Peltzman is a CFP® professional with 25 years of industry experience. He is currently with Certior Financial Group, LLC and has previously worked at Mutual Securities, Inc. and VOYA Financial Advisors. Outside of his advisory role, he serves on the board of a nonprofit organization focused on volunteering, support, and fundraising. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a wide range of clients, including individuals, trusts, and corporations. The firm combines hands-on financial planning with flexible, actively managed portfolio strategies and regularly reviews client objectives and risk tolerance.

Richard Capasso is a CFP® professional with 33 years of experience in financial advisory services. He has been associated with CPC Financial Planning, Inc. since 1988 and previously worked at Royal Alliance Associates and LPL Financial. In addition to his advisory role, he is involved with Clairmont, Paciello & Co., a tax preparation and accounting firm where he has worked since 1984. CPC Financial Planning, Inc. offers written financial planning, annual plan monitoring, and hourly advice to individuals and business clients, focusing on coordinated recommendations across investments, tax, retirement, insurance, and estate matters. The firm emphasizes a non-discretionary, fee-for-service approach integrated with a certified public accounting practice and affiliated brokerage and insurance channels.

Ning Tang is a financial advisor at Sun Global LLC with a Series 65 designation and one year of industry experience. Prior to joining Sun Global, Tang held positions at New York University, Lehigh University, and Morgan Park Academy. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individuals, employing a combination of fundamental, technical, cyclical, and quantitative analysis across various investment strategies. The firm uses client risk questionnaires and Investment Policy Statements to guide portfolio implementation and offers educational resources including weekly market newsletters and webinars.