Matthew Mcinerney is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding a Series 65 designation and five years of industry experience. He previously worked at Navigant Consulting from 2014 to 2018 before joining Insight Advisors. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting through a multi-advisor team, employing a range of investment strategies including stocks, bonds, options, and cryptocurrency products.

Michael Heaberg is a financial advisor at Axiom Asset Management with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Axiom Asset Management and affiliated firms since 2003. He serves as a board member of the Chester County Planning Commission, advising on land planning and development. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, corporations, and employee retirement plans. The firm employs a client-specific investment approach using a variety of strategies and analyses across multiple asset classes, emphasizing asset allocation, security selection, and tax considerations.

Matthew Harrison is a financial advisor at Thrive Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at LPL Financial, M&T Securities, Allied Wealth Partners, Minnesota Life Insurance Company, Securian Financial Services, and Forerunner Capital Management. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, seminars, and access to private placements. The firm uses diversified model portfolios with fundamental analysis and engages third-party sub-advisors to tailor investment strategies.

Nicholas Neilio is a financial advisor at Kitching Partners, LLC with one year of industry experience. He previously worked at Forefront Analytics, LLC and GKFO, LLC, where he spent over a decade combined. Kitching Partners advises individuals, families, trusts, charitable organizations, foundations, and corporations, providing discretionary investment management along with family enterprise services such as governance structuring, estate planning coordination, philanthropic giving, and strategic business consulting. The firm employs client-specific asset allocation using optimization techniques and integrates both active and passive strategies, fundamental and quantitative research, and alternative investments when appropriate.

Michael Levy is a CFP® with 10 years of industry experience and is currently an advisor at Clark Asset Management, LLC. His prior experience includes roles at RiversEdge Advisors, LLC and Ameriprise Financial. Clark Asset Management serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm’s six-person team primarily uses a passive investment approach focused on index mutual funds and ETFs, emphasizing tax-aware portfolio construction and ongoing planning services.

Andrew King is a financial advisor at Thrive Wealth Management, LLC with Series 63 and Series 65 registrations. He has experience working at MML Investors Services, LLC and MassMutual Life Insurance Company. Thrive Wealth Management serves individuals, including high-net-worth clients, as well as retirement plan sponsors, charities, businesses, trusts, and estates. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and standalone financial planning, managing approximately $1.58 billion in client assets through a multi-advisor team.

Jaeden Cruz is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Presilium Private Wealth, LLC since 2026 and previously held roles at BNY Securities Corporation, United Capital Financial Advisors, LLC, and Equitable Advisors, LLC. Earlier in his career, he worked in various industries including hospitality and political campaigning. Presilium Private Wealth is a discretionary investment adviser managing approximately $671.7 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management and financial planning alongside business consulting services, utilizing a fiduciary approach that combines fundamental analysis with active and passive strategies across a broad investable universe.

Ian Foster is a financial advisor at Innova Wealth Partners, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Innova Wealth Partners since 2013. In addition to his advisory role, Foster is a licensed insurance agent with Innova Settlement Services, LLC and occasionally offers related products to clients. Innova Wealth Partners provides discretionary portfolio management and pension consulting to individuals, trusts, pension plan participants, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and incorporates third-party sub-advisory and held-away account services as part of its investment approach.

John Wilmerding is a financial advisor at Thayer Partners LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network and Thayer Partners. Outside of his advisory role, Wilmerding serves on the advisory board of AmigoData, a company focused on energy efficiency for data centers, and hosts an informational podcast featuring business owners discussing their legacy. Thayer Partners LLC provides customized wealth management, financial planning, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term investment approach emphasizing fundamental analysis and diversified portfolios, serving clients through a multi-office network.

Paige Deasy is a financial advisor at Concentus Wealth Advisors with one year of industry experience. She holds a Series 66 designation and previously worked at Bernstein Private Wealth and Morgan Stanley. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm emphasizes continuous supervision of client accounts across various asset classes and tailors strategies for complex situations such as low-basis stock and legacy holdings.

Jeffrey Hahn is a financial advisor with PTS Brokerage, LLC, holding the ChFC® and Series 63 credentials and bringing 39 years of industry experience. He has worked at PTS Brokerage since 2017 and has also been associated with Penn Mutual Life Insurance Company since 2014. Hahn is actively engaged in life insurance sales for multiple carriers, including Penn Mutual Life. PTS Brokerage, LLC provides investment supervisory services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach utilizing fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.

Mitchell Metz is a CFP® professional at RTD Financial Advisors Inc with 24 years of industry experience. He has been with RTD Financial Advisors since 2016. RTD Financial Advisors is a SEC-registered, multi-team firm serving individuals, families, and institutional clients including pension plans, trusts, and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services with an emphasis on individualized investment programs, tax-aware management, and retirement-plan support.

Cullen Martin is a CFP® certificant with six years of industry experience. He currently serves as a financial advisor at Presilium Private Wealth, LLC, having previously worked at Pitcairn Trust Company and The Vanguard Group. Presilium Private Wealth is a discretionary investment adviser managing over $670 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing both passive and active strategies across a broad investable universe that includes traditional and alternative assets.

Ryan Di Fabrizio is a CFP® professional with two years of industry experience, currently serving as an advisor at WealthFD since 2021. Prior to joining WealthFD, he worked at Citadel Credit Union in 2019 and was a student from 2013 to 2021. WealthFD provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plan sponsors. The firm integrates tax and accounting capabilities with its advisory services, offering portfolio management, financial planning, and pension consulting with an approach that includes fundamental, quantitative, and modern portfolio theory methods.

Brian McGowan is a financial advisor with McGowan & Co LLP in Bryn Mawr, PA, holding 28 years of industry experience. He has been with McGowan & Co., LLP since 1997 and McGowan & Co., LLC since 2000. In addition to his advisory role, he is a member of a related CPA firm that provides financial planning services including income tax preparation, estate planning, and retirement planning. McGowan & Co., LLP offers personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes a primarily non-discretionary approach, documenting client objectives in Investment Policy Statements and managing approximately $575 million across over 230 accounts as of the end of 2024.

Audrey Libois is a CFP® professional with 14 years of industry experience, currently serving at TGS Financial Advisors since 2010. She holds a Series 65 license and is based in Radnor, PA. TGS Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and participant-directed retirement plans by providing investment management, financial planning, and consulting services. The firm is notable for sponsoring wrap-fee programs and offering a specialized advisory track for new medical professionals through its TriageMD program.

Thomas Blair is a financial advisor at Tower Bridge Advisors with 26 years of industry experience. He previously worked for Dow Capital Management for 15 years before joining Tower Bridge Advisors in 2026. He holds the Series 63 and Series 65 designations. Tower Bridge Advisors provides investment advice and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, and manages two private funds. The firm emphasizes strategic asset allocation across equities and fixed income, utilizing fundamental and cyclical analysis, selective ETFs, laddered investment-grade bonds, and derivative strategies as appropriate.

Joshua Pearson is a CFP® and Series 66-licensed advisor with nine years of industry experience. He currently serves at Blue Bell Private Wealth Management, LLC and has prior experience at Vanguard, WSFS Investments, and Merrill Lynch. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach emphasizes exchange-traded funds, closed-end funds, and structured investments, incorporating fundamental and cyclical analysis along with options strategies and structured notes.

John Hadley Jr. is a financial advisor with Samalin Wealth in Philadelphia, PA, holding Series 63 and Series 65 designations and over 20 years of industry experience. He previously worked for Quantum Technalysis Asset Management, LLC for 14 years before joining Samalin Investment Counsel, LLC in 2019. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $490 million in client assets through a combination of fundamental and cyclical analysis, diversified investment strategies, and specialized services including retirement-plan consulting and post-divorce wealth management.

Woodward Odiorne is a financial advisor at Ellis Investment Partners, LLC with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Ellis Investment Partners in 2012, he has been associated with National Life Insurance Co. and National Life of Vermont since 1981. Odiorne is also involved in insurance and annuity sales and servicing through Providence Hill Planning, 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 tailored to client risk tolerance and objectives, emphasizing diversification and tax-aware management.