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.

Gustavo Masri is a financial advisor at Alden Investment Group with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J. Alden Associates, Raymond James & Associates, and Wells Fargo Advisors. Masri serves as treasurer for Congregation Mikveh Israel, a non-profit religious organization in Philadelphia. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside fiduciary and financial planning services. The firm utilizes customized asset allocations through its proprietary Alden Capital Management strategies combined with third-party managers, delivered primarily via its Alden COVE platform.

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.

Steven Hutchison is a financial advisor at RiversEdge Advisors with a Series 65 credential and three years of industry experience. Prior to joining RiversEdge, he spent 11 years at The Siegfried Group. He is also a partner at RiversEdge Business Services, a public accounting firm. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s approach is based on modern portfolio theory and utilizes ETFs, independent managers, and technology integrations to manage client strategies.

Henry Riley is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Barton Investment Management, LLC since 2006, contributing to the firm's advisory services. Barton Investment Management provides discretionary portfolio management and retirement-plan advisory services to individuals, high net worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a concentrated, fundamentals-driven equity approach focused on long-term holdings and company-level economic analysis, managing approximately $1.0 billion in discretionary assets across about 96 client relationships.

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.

Mark Meloro is a financial advisor with Market Street Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Market Street Wealth Management since 2010 and is also associated with Market Street Financial Group and USA Financial Securities. Outside of advisory work, Meloro co-owns Market Street Tax Services, a tax preparation business operating during tax season. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes a long-term, fundamental analysis approach, utilizing diversified mutual funds and ETFs, and employs Fidelity’s automated platform with Geode as a sub-adviser for model 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.

Marlon Rose is a financial advisor at Meridian Wealth Partners, LLC in Malvern, PA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Villanova University, Gentell, SEPTA, and Dick's Sporting Goods. Meridian Wealth Partners manages approximately $1.37 billion for around 707 clients through a team of ten advisors. 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.

Maxwell Meloro is a Series 66-licensed advisor at Market Street Wealth Management in West Chester, PA, with one year of industry experience. His background includes roles at Market Street Financial Group and USA Financial Securities LLC, as well as prior experience outside finance. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes a fundamentals-driven, long-term investment approach supplemented by financial planning and operates within a broader affiliated business network including tax and insurance services.

Bryce Cleveland is a financial advisor at Grey Fox Wealth Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Grey Fox Wealth Advisors, he worked at KPMG LLP and has been the owner of Cleveland & Company, a CPA and accounting practice, since 2022. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm employs a model-based, customized investment approach that integrates fundamental and technical analysis to create diversified portfolios tailored to client objectives and risk tolerance.

Adam Goldstein is a financial advisor with 6 years of industry experience, currently with 1st Financial Investment, Inc. He also operates AG Consulting, LLC, where he works as a Certified Public Accountant specializing in accounting, audits, and forensic audits. His prior experience includes roles at Golden Card Breaks and Valuation Research Corp. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, combining passive index funds and ETFs with active managers, and offers investment advice on a non-discretionary basis.

David Sun is a CFA® charterholder with 24 years of industry experience, currently serving as an advisor at Ellis Investment Partners, LLC since 2012. He holds Series 63 and Series 65 licenses. Ellis Investment Partners provides portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, trusts, small businesses, and institutional accounts. The firm employs a dynamic asset-allocation framework and emphasizes diversification and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Daniel Mc Glinn is a financial advisor at Grey Fox Wealth Advisors, LLC with one year of industry experience and holds a Series 65 credential. Prior to joining Grey Fox Wealth Advisors in 2025, he worked at Outerlands Capital, Horizen Labs, and FirstWatch, among other roles. He is the founder and operator of FirstWatch Crypto, LLC, which manages an investment fund focused on liquid digital assets. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages approximately $699 million in client assets, offering discretionary investment management, comprehensive financial planning, and retirement plan consulting with customized model portfolios using low-cost funds, individual securities, and alternatives.

Douglas Macgray is a CFP® with 25 years of experience in the financial industry. He is currently with Stonecrop Wealth Advisors, LLC, where he has worked since 2020, following prior roles at Compass Ion Advisors, LLC and APW Capital, Inc. Macgray holds a Juris Doctorate and is a licensed attorney. He serves as a board member of Missio Seminary and volunteers on the Board of Trustees at Gordon College. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients including colleges and charitable organizations. The firm offers integrated financial planning and investment management tailored to client missions and goals, utilizing a team-driven process and occasionally engaging sub-advisors or third-party managers.

Matthew Ryba is a financial advisor at Oakbourne Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northstar Asset Management and Hartford Funds. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities, using a combination of fundamental, technical, charting, and cyclical analysis. The firm manages accounts primarily on a discretionary basis and offers comprehensive financial planning and ERISA retirement plan consulting.