Andrew Brewster is a financial advisor at Concentus Wealth Advisors in Newtown Square, PA, holding a Series 65 license with five years of industry experience. He has previously worked at Forefront Analytics and GKFO, LLC. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm focuses on continuous supervision of client accounts across various asset classes and offers tailored strategies for complex financial situations.

Eric Cassel is a financial advisor at Thrive Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Vanguard and Exos. Outside of his advisory role, he is the owner of Lifted Brands, LLC, an e-commerce business. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, and access to private placements. The firm employs diversified model portfolios using exchange-traded funds, individual securities, and third-party managers, conducting quarterly reviews and rebalancing as needed.

Gary Brotz is a financial advisor with PTS Brokerage, LLC, holding a Series 66 credential and over 22 years of industry experience. He has worked with PTS Brokerage since 2006 and maintains longstanding roles in related accounting and tax service businesses, including as a partner in a CPA firm since 1993. PTS Brokerage, LLC provides investment supervisory and money management, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm tailors portfolios to client objectives and risk tolerance, utilizes both fundamental and technical analysis, and employs derivatives and options strategies primarily for larger accounts.

Matthew Ellis is a CFP® with 18 years of experience in financial advising. He is currently a co-owner and president at Common Cents Planning, where he has worked since 2015, including through its affiliation with Planning Directions, Inc. Ellis previously worked at Commonwealth Financial Network for four years. Common Cents Planning serves individual and high-net-worth clients, providing investment management and comprehensive financial planning. The firm manages approximately $542 million across 450 clients and emphasizes client-specific investment policy statements and fundamental analysis to build tailored portfolios.

Joseph Martinez is a financial advisor at Entrust Financial LLC in Wayne, PA, with 15 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Entrust Financial in 2021, he worked at Janney Montgomery Scott from 2016 to 2019. Entrust Financial is a registered investment adviser serving 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 and asset allocation, typically implementing portfolios with mutual funds, ETFs, and selected independent managers.

Ian Higgins is a financial advisor at Clearview Financial Partners with 4 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SEI Investments and The Vanguard Group. Clearview Financial Partners serves individuals, high-net-worth clients, and small businesses by providing asset management, financial planning, and retirement-plan consulting. The firm manages approximately $1.06 billion across over 600 client relationships, employing an open-architecture investment approach with a mix of fundamental, tactical, and quantitative methods.

Mark Manning is a financial advisor with Compass Ion Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at United Capital Financial Advisers, LLC and CT Financial Advisors, LLC. Manning serves on the boards of several nonprofits, including the Harry Cohen Foundation and the Delaware Lawyers' Fund for Client Protection, and he is an investment committee member for the United States Tennis Association. Compass Ion Advisors serves individuals, families, and institutional clients such as trusts, retirement plan sponsors, and charitable organizations. The firm provides integrated financial planning and investment advisory services, managing approximately $1.59 billion through a team-driven model with an emphasis on strategic asset allocation and long-term investment horizons.

Thomas Devine is a Series 65-licensed financial advisor with Cypress Financial Planning in Haddon Heights, NJ, and has two years of industry experience. Prior to joining Cypress, he worked at Ally Bank and GNR Group. Outside of financial advising, he has experience with Popsy Pop, LLC. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutions. The firm employs a range of investment strategies, including derivatives and options, and manages both discretionary and non-discretionary client portfolios.

Gustavo Masri is a financial advisor at Alden Investment Group with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Masri serves as treasurer for Congregation Mikveh Israel, a nonprofit religious organization in Philadelphia. Alden Investment Advisors offers portfolio management and financial planning services to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations, integrates held-away account management, and provides fiduciary services for employer plans along with participant education.

Nicholas Sun is a financial advisor with Ellis Investment Partners, LLC in Berwyn, PA. He holds a Series 65 designation and has eight years of industry experience. He has been with Ellis Investment Partners since 2013. Ellis Investment Partners provides investment advisory and planning services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm uses a dynamic asset-allocation approach across various investment options and offers both fiduciary and non-fiduciary retirement plan services.

William Kaeli Jr. is a financial advisor at Northstar Asset Management Company, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at PNC Bank and PNC Investments. Kaeli has been with the Northstar team since 2021. NorthStar Asset Management Company provides investment management and ERISA fiduciary services to individuals, high-net-worth clients, businesses, charitable organizations, and retirement plans. The firm employs a growth-biased investment strategy based on fundamental analysis and asset allocation, managing approximately $660 million with a compact advisory team.

Stephen Palmer is a financial advisor at Pennsylvania Capital Management Inc. in Naples, FL, with 19 years of industry experience. He holds a Series 65 designation and has been with Pennsylvania Capital Management since 2005. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering customized asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

Henry Riley is a CFA® charterholder with six years of industry experience. He has been with Barton Investment Management, LLC since 2006. Barton Investment Management provides discretionary portfolio management and advisory services to individuals, high net worth clients, retirement plans, charitable organizations, trusts, estates, and business entities. The firm focuses on fundamentally driven, concentrated portfolios and emphasizes long-term investing with attention to company-level economics and founder or management ownership.

Sean De Barberie is a CFP® and ChFC® with six years of industry experience, currently serving at Thrive Capital Management, LLC. His prior roles include positions at RiversEdge Advisors and KeyBank. Outside of finance, he has experience managing a hauling business, DeBar's Hauling. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, and educational services. The firm uses diversified model portfolios supported by fundamental analysis and collaborates with third-party sub-advisors to tailor investment strategies.

Adrienne Stark is a CFP® professional with 21 years of industry experience. She currently works at Boldin Advisors and has held roles at firms including MISSIONSQUARE RETIREMENT, Fidelity Investments, TIAA CREF, and Facet Wealth. Outside of her advisory practice, she serves as Treasurer on the Young Friends Advisory Board for the Philadelphia Animal Welfare Society, an animal rescue organization. Boldin Advisors offers financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm uses Modern Portfolio Theory to recommend diversified, low-cost index fund portfolios and emphasizes a long-term, buy-and-hold investment approach without discretionary account management.

Matthew Croley is a financial advisor with Sterling Investment Advisors Ltd. in Berwyn, PA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Sterling Investment Advisors since 2007 and also worked at Purshe Kaplan Sterling Investments from 2011. Croley is a licensed independent insurance agent and serves as a notary public, primarily notarizing documents for his firm’s clients. Sterling Investment Advisors, Ltd. manages nearly $1 billion in discretionary assets for individuals, pension plans, charitable organizations, and businesses. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, derivatives, and alternative vehicles such as interval and private funds, tailoring portfolios through client discussions and ongoing supervision.

Paul La Fountain is a financial advisor at Alden Capital with a Series 65 designation and three years of industry experience. He has worked at Alden Investment Group since 2020 and has a background in education, having held positions in multiple school districts. Outside of finance, he is involved with Corlys Irish Pub and Grille, a business he has been associated with since 2007. Alden Capital Management is an SEC-registered multi-advisor firm managing approximately $1.44 billion, serving individuals, high-net-worth clients, retirement plans, pooled investment vehicles, 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, fee-only financial planning, and specialized retirement plan design and fiduciary support for small and mid-sized employers and nonprofit entities.

Justin Biebel is a financial advisor at LUMINIST Capital, LLC with four years of industry experience. He holds the Series 65 designation and has worked with firms including RM Investment Strategies, LLC and 616 Advisors, where he served as Vice President of Exchange Traded Products. Outside of his advisory roles, he is a member of Advisory Advocates, LLC. LUMINIST Capital provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis to manage accounts, emphasizing tailored financial planning, portfolio management, and co-advisory arrangements.

Nicole Offerman is a financial advisor at RTD Financial Advisors Inc with 18 years of industry experience. She holds the Series 66 designation and has worked at RTD Financial Advisors since 2018. Prior to that, she was associated with Innovative Investment Fiduciaries, LLC and Innovative Benefit Planning, LLC, where she also serves as an account executive in employee benefit and financial services. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, and non-profits. The firm employs a life-centered financial planning approach with personalized investment management and fiduciary consulting, emphasizing asset allocation, tax-aware management, and comprehensive reporting.

Brian Kohute is a CFA® charterholder and holds a Series 66 license with 26 years of industry experience. He has been with Meridian Wealth Partners, LLC since 2017 and previously worked at HJ Wealth Management LLC for 12 years. Outside of advising, he operates as an independent insurance agent and is involved with pension plan consulting and loan origination on a limited basis. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients through a ten-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and corporations, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.