George Cones is a financial advisor with Third Sigma Investment Advisors LLC in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Third Sigma since 2009 and also operates an IT consulting and hardware/software sales business through Techlogic, Inc. Additionally, he maintains a legal practice as an attorney. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a cost-effective investment approach combining active managers and low-cost mutual funds and ETFs, with a focus on customized asset allocation and tax-efficient transitions.

Linda Bowen is a financial advisor at Bowen Asset Management LLC with 5 years of industry experience. She holds a Series 65 designation and has previously worked at Barnes and Noble. Bowen Asset Management LLC is a small wealth management firm serving approximately 30 clients, including high-net-worth individuals, trusts, pension plans, nonprofits, and business entities. The firm offers portfolio management, financial and retirement planning, and consulting services, using a discretionary approach that combines fundamental and technical analysis across a range of investment products.

Steven Woodruff Jr. is a CFP® with 14 years of industry experience, currently serving as an advisor at Venture Financial Advisors, LLC. His prior experience includes roles at Charles Schwab, Fidelity, Aspen Funds, and Patriot Family Capital LLC, where he was CIO. He is also CEO of Venture Wealth Management LLC and its associated fund, specializing in customizable fund of funds. Venture Financial Advisors provides financial planning and investment advisory services to individuals, entrepreneurs, small businesses, and family offices. The firm follows a Modern Portfolio Theory-based approach, emphasizing low-cost, passive strategies complemented by tactical allocations and private investment opportunities for suitable clients, and maintains operational structures uncommon for a firm of its size.

Steven Richards is a financial advisor at Byerly Investment Management Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Donnelly Steen & Company since 2008. Byerly Investment Management Inc. is a small independent registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management. The firm manages approximately $6.0 million in assets and employs a variety of investment instruments and analytical methods to tailor portfolios according to client goals, risk tolerance, and time horizon.

Richard Weinstein is a CFP® with 25 years of industry experience and is a principal at Ridgewood Capital Management. He has worked at Ridgewood Capital Management since 2000 and also serves as president of SAS Advisors, Inc., where he conducts insurance planning and educational workshops. Ridgewood Capital Management provides discretionary investment management and portfolio services to individual and high-net-worth clients, including variable annuity sub-account and employer-sponsored retirement plan allocations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios and maintains a distinctive affiliated insurance agency as part of its service model.

Samuel Hyland is a financial advisor with Walnut Green Asset Management, LLC, holding a Series 65 credential and 13 years of industry experience. He has worked with Walnut Green Asset Management since 2013 and is also involved with Chalk Creek SLP, LP and Chalk Creek Partners GenPar, LLC. Outside of his advisory role, Hyland is a semi-passive investor in Rukket LLC, a sporting goods company, and holds minority ownership in LiveOne LLC, a social media company, among other business interests. Walnut Green Asset Management provides discretionary portfolio management primarily for high-net-worth individuals and related entities. The firm manages separate accounts using a long-term, fundamentals-based, buy-and-hold approach and serves as co-investment adviser and manager to a private pooled vehicle, employing a combination of equity compounding and tactical positioning across asset classes.

Jennifer Weinstein is a financial advisor at Ridgewood Capital Management with 24 years of industry experience. She holds a Series 65 designation and has been with Ridgewood Capital Management since 2000. Outside of her advisory role, she works as a Technology Associate for the West Chester Area School District, overseeing all technology usage related to an elementary school. Ridgewood Capital Management provides discretionary investment management and portfolio services to individual and high-net-worth clients, managing approximately $39 million across about 80 accounts. The firm employs a mix of fundamental, technical, charting, and cyclical analysis with quarterly portfolio reviews and maintains custody through third-party custodians.

Ethan Lytle is a financial advisor at Candlelight Financial Solutions with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked for 19 years at Lincoln University. He is also affiliated with Income and Estate Planning Partners P.A. Candlelight Financial Solutions is a newly formed registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and municipal entities. The firm focuses on customized investment policy statements, discretionary portfolio management using fundamental analysis and modern portfolio theory, and offers a free monthly newsletter.

Craig Lytle is a CFP® professional with 26 years of industry experience. He currently serves at Candlelight Financial Solutions and has held previous roles at Integrity Alliance, Lion Street, and Signator Investors. Lytle owns Income and Estate Planning Partners, P.A., a firm focused on comprehensive financial planning, and is also an independent insurance agent specializing in life, accident, health, and property/casualty insurance. Candlelight Financial Solutions provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and municipal entities. The firm uses fundamental analysis and modern portfolio theory, establishing personalized Investment Policy Statements and occasionally referring client assets to third-party advisers after due diligence.

Damon Nickle is a financial advisor with Delaware Wealth Planners in Wilmington, DE, holding a Series 65 credential and 15 years of industry experience. His prior roles include 11 years at Biddle Capital Management and five years at Delaware Avenue Wealth Planners, LLC. He also works 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, providing discretionary portfolio management, financial planning, and pension consulting with a broad investment menu and multiple analytical approaches.

Douglas Mccoy is a financial advisor at Montchanin Asset Management, LLC, holding a Series 65 designation with nine years of industry experience. He previously worked at Bell Rock Capital, LLC from 2017 to 2019 and has been with Montchanin Asset Management since 2001. Outside of his advisory role, he serves as Vice President and Limited Partner at Across The Tracks, Inc., overseeing leasing and management of office and retail space. Montchanin Asset Management provides separate-account investment management to individuals, families, trusts, charitable organizations, and small businesses. The firm focuses on active management of primarily U.S. large-cap equities using a proprietary bottom-up fundamental process, managing concentrated, discretionary portfolios with a low turnover and a blend of growth and value styles.

John Gormley is a financial advisor at Goshen Capital LLC with nine years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Morgan Stanley and Ironview Capital Management. Goshen Capital is a state-registered investment adviser that provides discretionary asset management and financial planning to individuals, high-net-worth clients, and some institutions. The firm emphasizes individualized investment policies, primarily utilizing public liquid investments and third-party managers, with ongoing account monitoring and a structured approach to risk management.

Jake Dilaura is a financial advisor at Stonecrop Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Stonecrop, he worked at SEI Investments Company and held positions with the Federal Deposit Insurance Corporation and Energage LLC. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients such as colleges and charitable organizations. The firm offers integrated financial planning and investment management tailored to each client's goals, using a team-driven approach that often incorporates sub-advisors and third-party managers.

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.

Christopher Kraig is a financial advisor at Bruce A. Kraig Associates with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes homemaking since 2015. Bruce A. Kraig Associates is a fee-based registered investment adviser serving individual investors, small businesses, and retirement plans. The firm offers discretionary portfolio management focused on mutual funds, using a top-down fundamental analysis to build diversified portfolios while managing risk and providing ongoing account monitoring.

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.

Frank Muscara is a financial advisor at Goshen Capital LLC with 9 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at The Vanguard Group and PNC Wealth Management. Goshen Capital LLC is a state-registered investment adviser that provides discretionary asset management and financial planning to individuals, high-net-worth clients, and some institutions. The firm focuses on building individualized investment policies primarily using public liquid investments and may employ third-party managers, with an emphasis on structured operational practices and risk considerations.

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.

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.

Dalton Greiner is a financial advisor at Stonecrop Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has been with Stonecrop since 2022. His work history includes involvement with Paul Tripp Ministries and Harvest Bible Chapel. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and various institutional clients by providing integrated financial planning and investment management tailored to each client's mission and goals. The firm uses a team-driven process with a focus on longer-term holdings and offers services that include third-party management and consulting.