Richard Durso is a CFP® with 17 years of experience at RTD Financial Advisors Inc in Philadelphia, PA, where he has worked since 2009. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he has served as the head coach of the Drexel University women's ice hockey team since 2001. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, emphasizing individualized investment policies and asset allocation with ongoing monitoring and tax-aware management.

Michael De Quevedo is a financial advisor at Almanack Investment Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BFC PLANNING, Inc. for five years. Outside of his advisory work, he is an investor in a privately held fiber optic internet company through Toz LLC. Almanack Investment Partners provides investment management and financial planning services to a range of individual and institutional clients. The firm utilizes model asset allocation portfolios emphasizing diversified, risk-conscious investments and manages various pooled vehicles and affiliated private funds.

Joshua Grimes Avery is a financial advisor at Northstar Financial Companies, Inc. with three years of industry experience. He holds Series 65 and Series 63 credentials and has worked at BlackRock and Blackrock Investments, LLC. Prior to his finance career, he was employed at Barnes & Noble for five years. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and both discretionary and non-discretionary investment management across taxable and retirement accounts. The firm employs a goals-based, fundamental investment approach using mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.

Ryan Babeuf is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Edge Wealth Management, LLC since 2007, where he is part of a team of six advisors based in Havertown, PA. Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing discretionary investment management alongside limited financial planning and consulting services. The firm employs a fundamental analysis approach to portfolio construction, incorporating various equity and fixed-income instruments tailored to client objectives.

Erin Fago is a financial advisor at Eagle Wealth Strategies with five years of industry experience. She holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining Eagle Wealth Strategies in 2023, she worked at Raymond James Financial Services and Merrill. Eagle Wealth Strategies is an SEC-registered investment adviser providing wealth management, financial planning, and portfolio management services to individuals, trusts, estates, businesses, and charitable organizations. The firm uses a long-term investment approach with a focus on low-cost mutual funds, ETFs, and individual equities, supported by ongoing monitoring and third-party research.

Michael D'Antonio is a Certified Financial Planner (CFP®) with 10 years of industry experience. He currently serves at DT Investment Partners, LLC and previously worked for The Vanguard Group, Inc. and Vanguard Marketing Corporation for a decade. DT Investment Partners provides discretionary and non-discretionary investment management and comprehensive financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tactically adjust asset allocations across multiple asset classes.

Paul Tully is a CFP® professional with 43 years of experience in the financial industry. He is currently with Eagle Wealth Strategies and has previously worked at Raymond James Financial Services. He is also president of EWS2, a corporation involved in the sale of life insurance and annuity products. Eagle Wealth Strategies is an SEC-registered investment adviser serving individuals, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using model portfolios of mutual funds, ETFs, and individual equities, supported by fundamental analysis and third-party research.

Charles Scogna is a financial advisor at Eagle Wealth Strategies with one year of industry experience. He holds a Series 65 credential and has worked previously at Association Headquarters, Deptford Township Schools, and Major League Baseball. Eagle Wealth Strategies is a fee-based, SEC-registered investment adviser serving individuals, trusts, estates, businesses, charitable organizations, and certain brokerage customers. The firm employs fundamental analysis and a generally long-term investment approach, utilizing model portfolios with low-cost mutual funds, ETFs, individual equities, bonds, alternative investments, structured products, and REITs.

Gregory Dob is a CFP® professional with two years of industry experience, currently serving at Kitching Partners, LLC. Prior to this, he was with GKFO, LLC for 14 years. Kitching Partners advises individuals, high-net-worth families, trusts, charitable organizations, and corporations, offering fee-only investment management alongside family enterprise services such as family governance, estate planning, philanthropic advising, and strategic business consulting. The firm uses asset-allocation frameworks that combine fundamental research with quantitative methods, integrating both active and passive strategies, and considers cross-border and tax-related factors in its management approach.

Yousef Almbaid is a CFP® and Series 65-licensed financial advisor with three years of experience, currently with TGS Financial Advisors. Prior to joining TGS, he spent time at Haverford College and Ramallah Friends School. TGS Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants through discretionary investment management and financial planning, utilizing mutual funds, ETFs, sub-advisors, and various strategies while offering both discretionary and non-discretionary engagements.

David Benfer is a CFP® with 32 years of industry experience, currently serving as an advisor at Veery Capital, LLC. He has worked at Purshe Kaplan Sterling Investments, Inc. since 2018 and previously spent six years with Cambridge Investment Research Advisors, Inc. Benfer also provides financial education and one-on-one planning to 401(k) plan participants through the WellCents program. Veery Capital, LLC offers investment advisory and financial planning services to individuals, families, and institutions, managing approximately $802 million in assets. The firm uses a modern portfolio theory-based approach with strategic asset allocation primarily through ETFs, supplemented by other investment vehicles, and delivers services through a team of six advisors.

Heath Goldstein is a financial advisor with 1st Financial Investment, Inc. in Philadelphia, PA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His background includes roles at Vestech Securities Inc. and engagement with multiple financial and insurance businesses. Outside of advising, he is active in volunteer emergency services and serves in leadership roles with the Chinchilla Hose Company, amateur radio and pilot clubs, and holds elected office as a judge of elections. 1st Financial Investment, Inc. provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach using passive index funds and ETFs complemented by active management where appropriate, with advisory services delivered on a non-discretionary basis.

Robert Young II is a financial advisor with Sentinel Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach combining fundamental, technical, and cyclical analysis, and provides ongoing portfolio monitoring with formal quarterly reviews.

Gavin Maurer is a CFP® at RTD Financial Advisors Inc with one year of industry experience. He previously worked at Bent Creek Country Club from 2018 to 2022 before joining RTD Financial Advisors. RTD Financial Advisors is a SEC-registered, multi-team firm serving individuals, families, and institutional clients including pension plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, utilizing individualized investment programs and a structured retirement-plan practice with fiduciary investment management and pooled employer plan services.

Rachel Moran is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 13 years of industry experience. She holds a Series 65 designation and has been with RTD Financial Advisors since 2013. RTD Financial Advisors serves individuals, families, and a variety of institutional clients, including pension and ERISA-covered retirement plans, pooled employer plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Anthony Falco Jr. is a financial advisor at Alden Investment Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MCG Securities and FSC Securities Corporation. He is also involved in life insurance sales on a limited basis. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm offers customized asset allocations using proprietary strategies and third-party managers and is known for its use of the Alden COVE platform and integration with Pontera to extend discretionary oversight to held-away assets.

Sean Flatley is a CFP® and holds a Series 66 license, with 26 years of industry experience. He has been with Sterling Investment Advisors Ltd. since 2000 and also worked at Purshe Kaplan Sterling Investments from 2011. Outside of his advisory work, he is a musician and serves as chairman of a networking group within the Irish American Business Chamber & Network. Sterling Investment Advisors, Ltd. provides discretionary portfolio management, retirement plan consulting, and financial planning to individuals, pension plans, charitable organizations, and business entities. The firm manages nearly $1 billion in assets and employs a range of investment vehicles including equities, fixed income, mutual funds, ETFs, derivatives, and cryptocurrency-related products.

William Stanley is the sole advisor at Stanley-Laman Group Ltd. in Berwyn, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience and has been with Stanley-Laman Group since 1991. Stanley-Laman Group serves both individual clients, including high- and ultra-high-net-worth individuals, and institutional clients such as pension plans, charitable institutions, and corporations. The firm offers portfolio management and financial planning services, utilizing a combination of bottom-up screening with proprietary software and top-down market research, and operates several private pooled funds alongside an affiliated broker-dealer and a specialty law firm.

Andrew Schaffer is a CFP® with 10 years of industry experience. He has worked at Ellis Investment Partners, LLC since 2021 and previously spent six years at The Vanguard Group, Inc. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, offering portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework and emphasizes diversification and tax-aware management, providing a range of investment options including mutual funds, ETFs, stocks, bonds, and options.

Lisa Green is a financial advisor with Sunpointe Investments in Bryn Mawr, PA, holding Series 63, 65, and 66 licenses and 11 years of industry experience. She has worked at Sunpointe since 2019 and is involved in a family office, RDA Ventures, where she assists in managing and evaluating the family’s investment portfolio. Sunpointe Investments provides advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm’s investment approach combines active and passive strategies with fundamental and behavioral analysis, offering diversified portfolios and family-office services through an 11-advisor team managing approximately $791 million in assets.