Nandita Das is a CFP® and CFA® credentialed advisor with eight years of industry experience. She is currently with Insight Financial Strategists and has held prior roles at DAS Financial Health, LLC, Origin Financial, Envision Wealth Planning, Inc., and Waddell and Reed, Inc. Das also serves as a professor at Delaware State University. Insight Financial Strategists is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes fundamental analysis across various asset types and offers customized financial planning, asset management, and coordinated tax services.

Lawrence Springer is a CFP® and ChFC® with 47 years of experience in financial services. He is currently with Sherpa Capital Management and has held positions at OSAIC, Woodbury Financial Services, and several other firms. Outside of advising, he serves as President of the Board of Trustees for the UM Stewardship Foundation of Greater New Jersey and teaches in the CFP certification program as an adjunct instructor. He is also a musician and has been involved in church leadership roles. Sherpa Capital Management is a registered investment adviser managing approximately $107.5 million for individuals, trusts, estates, corporations, and retirement plans. The firm uses a passive, asset-class investing approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary management alongside comprehensive financial planning services.

John Garner is a CFP® and ChFC® with 19 years of industry experience. He is currently with Black Arrow Capital LLC, where he has worked since 2023. His prior experience includes roles at Heritage Wealth Management Group, Ltd and Capital One Investing, LLC. Black Arrow Capital LLC provides investment management and financial planning services to individuals, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory with both passive and active management, offering a range of strategies that may include alternative investments and cryptocurrency exposure tailored to client preferences.

Benjamin Huber is a CFP® professional at Five Rivers Financial Advisors, LLC with seven years of industry experience. He has been with Five Rivers Financial Advisors since 2011. Five Rivers Financial Advisors manages approximately $52.6 million for a range of clients including individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses. The firm provides fee-based portfolio management and financial planning services, utilizing a tailored approach based on client objectives, time horizons, risk tolerance, and liquidity needs.

Stephen Lambert is a financial advisor with Investment Management & Planning LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Indeed, Inc. for eleven years. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm builds tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, offering a variety of program options and serving clients through a four-advisor team.

Peter Quigley is a financial advisor at Holos Integrated Wealth with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Renvyle Partners, LLC for 20 years and RBC Capital Markets for one year. Outside of his advisory role, he serves on the board of the Philadelphia Glider Council, a nonprofit organization promoting aviation. Holos Integrated Wealth manages approximately $233 million for about 225 clients, including individuals, trusts, estates, pension plans, and small businesses. The firm employs a long-term, goals-based investment approach using a combination of macroeconomic, fundamental, cyclical, and technical analysis to create customized discretionary portfolios.

Scott Snyder is a CFP®, CFA®, and holds a Series 66 license with 22 years of industry experience. He has been with N1 Advisors since 2003 and concurrently worked at M. Holdings Securities, Inc. from 2003 to 2023. N1 Advisors is a four-advisor team providing discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across five offices and emphasizes client-specific profiles and investment objectives, implementing portfolios primarily through mutual funds, ETFs, and fixed-income products.

Michael Flanagan is a financial advisor with Abridge Partners, LLC in Kennett Square, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Abridge Partners since 2007 and previously worked at LPL Financial Corporation from 2009 to 2021. Abridge Partners serves primarily high-net-worth individuals, their trusts, estates, and retirement accounts, as well as charitable organizations and corporate entities. The firm provides financial planning, consulting, and investment management using a core-satellite portfolio construction and often employs third-party sub-advisers and model platforms.

Raymond Heidel is a Certified Financial Planner® with 25 years of industry experience. He has been with Five Rivers Financial Advisors, LLC since 1997. The firm manages approximately $52.6 million for individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small business entities, serving both high-net-worth and non-HNW clients. Five Rivers Financial Advisors provides fee-based portfolio management and financial planning services, utilizing a tailored approach based on client objectives, risk tolerance, and liquidity needs.

Brian Stephenson is a financial advisor at Holos Integrated Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arkadios Wealth Advisors, Arkadios Capital, and Triad Advisors. Outside of investment advisory, he is involved with insurance-related activities through Delta Consulting Partners, LLC. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs a long-term, goals-based investment approach using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios to client risk profiles and objectives.

Ian Pass is a CFA® charterholder with one year of experience in financial advising, currently with Benchmark Financial, LLC. Prior to joining Benchmark, he worked at Deel US LLC, KPMG UK LLP, Anglian Water Services Limited, and Willis Towers Watson. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses by providing personalized portfolio management, comprehensive financial planning, and investment consulting. The firm emphasizes passive portfolio construction based on Modern Portfolio Theory, using primarily index funds, ETFs, and fixed income instruments, with client plans tailored to goals, risk tolerance, and tax considerations.

William Kantner is a financial advisor with Chartered Advisory Group in Chadds Ford, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including over two decades at Chartered Financial Group, Inc. and Securities America, Inc. Outside of advising, he owns and manages office condominium properties used as branch offices and leased to tenants. Chartered Advisory Group provides personalized financial planning and asset management services to individuals, trusts, and business entities. The firm employs both fundamental and technical analysis with a focus on ETFs and mutual funds, managing accounts according to clients’ financial situations and risk tolerances.

Douglas Mc Coy Jr. is a financial advisor at Montchanin Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Montchanin, he worked at Summit Rock Advisors, Deloitte, and held positions at Duke University and Furman University. Montchanin Asset Management provides separate-account investment management to a diverse client base including individuals, families, trusts, charitable organizations, and small businesses. The firm employs a proprietary, fundamental bottom-up process focused on active management of primarily U.S. large-cap equities, managing concentrated portfolios with a blend of growth and value styles under full discretionary authority.

Howard Richardson is a CFP® professional with 34 years of industry experience. He has been with Investment Management & Planning LLC since 2002 and is also associated with LPL Financial. Outside of his advisory roles, he owns two coffee-related businesses, Kaffe Karma and Karmas Korner. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, offering multiple program options and integrated access to broker-dealer platforms and insurance products.

Stephen Hyde is a CFP®-credentialed financial advisor with 36 years of industry experience. He has been with Hfm Investment Advisors, Inc. since 1993 and previously worked at MML Investors Services, Inc. and MassMutual Life Insurance Company. Outside of advisory work, he serves as a board member and trainer for the Catholic Leadership Institute and is a board member at St. Marks High School. Hfm Investment Advisors serves individuals, including high-net-worth clients, and institutional fiduciary clients by providing discretionary investment management and comprehensive financial planning. The firm employs fundamental security analysis and an asset-allocation approach focused on diversification, tax efficiency, and aligning strategies with clients’ goals and time horizons.

Eric Pressler is a financial advisor at N1 Advisors with 25 years of industry experience. He holds a Series 65 designation and has worked at M Holdings Securities, Inc. from 2004 to 2023. Pressler has been with N1 Advisors since 2003, contributing to the firm’s team of four advisors. N1 Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across about 180 clients and operates from five offices, implementing portfolios primarily through mutual funds, ETFs, and fixed-income products on a discretionary basis.

David Matulewicz is a financial advisor at Holos Integrated Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arkadios Wealth Advisors and Triad Advisors. He is involved with Delta Consulting Partners, LLC, a personal services company related to insurance payments. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs long-term, goals-based investment strategies using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios to client risk profiles and objectives.

Brent Bonstingl is a financial advisor with Delaware Wealth Planners in Wilmington, DE, holding Series 65 and Series 66 licenses and having 13 years of industry experience. He has worked at Delaware Avenue Wealth Planners, LLC and Penn Investment Advisors, Inc. During his career, he has also worked as an independent insurance agent specializing in fixed products. Delaware Wealth Planners serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm utilizes multiple analytical approaches and a broad investment menu, including third-party sub-advised strategies, and may accept fiduciary roles for retirement plans.

Robert Rodriguez Maldonado is a financial advisor at N1 Advisors with a Series 65 designation and one year of industry experience. His previous roles include positions at Bryn Mawr Trust, Goldey-Beacom College, and Christiana Care Hospital. N1 Advisors serves individuals, high net worth clients, retirement plans, and trusts by providing portfolio management, financial planning, and pension consulting. The firm develops tailored Client Profiles and Investment Objective Confirmations to guide its discretionary investment management, primarily utilizing mutual funds, ETFs, and fixed income products.

Patrick Rogan is a CFP® professional with 15 years of industry experience, currently serving at Black Arrow Capital LLC. His prior roles include positions at Fidelity Brokerage Services and Capital One Investment Services, as well as academic involvement at Villanova University. Black Arrow Capital LLC provides investment management and financial planning to individuals, high net-worth clients, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory with both passive and active manager selection and offers services ranging from wealth management to retirement plan consulting.