Richard Chebookjian is a Series 66–licensed financial advisor at Alden Capital with 12 years of industry experience. He has worked at J Alden Associates, Inc. since 2020 and previously at Mcg Securities, LLC from 2014 to 2020. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion, providing discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, 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 and specialized retirement plan support.

Monica Lanzilotta is a financial advisor with Amplius Wealth Advisors, holding a Series 66 designation and having 10 years of industry experience. She previously worked at Merrill from 2015 to 2021 and at Purshe Kaplan Sterling Investments from 2021 to 2022 before joining Amplius Wealth Advisors. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm customizes advice to client objectives and utilizes third-party operational platforms and sub-advisers to implement and monitor investment strategies.

Allison Kade is a CFP® and holds a Series 65 license, currently serving at WealthFD with one year of industry experience. Her background includes a year at Morgan Stanley and entrepreneurial roles, such as operating Contented Content LLC since 2018. WealthFD provides advisory services to individuals, high-net-worth clients, and retirement plans, offering portfolio management, comprehensive financial planning, and pension consulting with a focus on tax-efficient and ESG portfolios, options, and margin trading strategies. The firm integrates accounting and advisory services through formal affiliations, delivering tax preparation, bookkeeping, and tax-planning alongside investment management.

Megan Keenan is a financial advisor at Lansing Street Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets and Janney Montgomery Scott. Lansing Street Advisors is a team of six advisors providing discretionary and non-discretionary wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis, utilizing exchange-traded funds alongside mutual funds, individual equities, fixed income, and independent manager allocations.

Carol Gangewer is an advisor at Compass Ion Advisors, LLC with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Keel Point and APW Capital, Inc. prior to her current role. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities by providing integrated financial planning, investment advisory services, and retirement plan consulting through a team-driven model managing approximately $1.59 billion in assets. The firm emphasizes strategic asset allocation, long-term holding periods, and employs a variety of investment vehicles including ETFs, mutual funds, and separately managed accounts.

Christopher Diederich is a financial advisor at Oakbourne Advisors with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Avenue 1 Advisors, and Cambridge Investment Research. Diederich also serves as Chairman of the Jeffrey S. Gaunt Scholarship Foundation. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs a mixed analytical approach and manages portfolios primarily on a discretionary basis, with ongoing monitoring and semi-annual reviews.

Michael Brennan is a CFP® professional with 13 years of industry experience. He is affiliated with Key Financial, Inc. and has worked at Royal Alliance since 2012. Key Financial, Inc. provides comprehensive financial planning and portfolio management services to individuals, pension plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified mutual funds and ETFs with a buy-and-hold strategy.

Alan Bates is a financial advisor at Hamilton-Bates Investment Research, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hamilton-Bates since 1998. Hamilton-Bates Investment Research, Inc. provides continuous asset management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs multiple analytic methods and offers both discretionary separate-account management and model-based programs.

Keith Hardman is a CFP® professional with seven years of industry experience. He has worked at Prudent Management Associates since 2018 and previously spent four years at Bryn Mawr Trust. He is based in Philadelphia, PA. Prudent Management Associates serves high-net-worth individuals and institutional clients, including corporate pension plans and charitable organizations, offering discretionary portfolio management and limited consulting services. The firm uses low-cost, low-turnover mutual funds structured through proprietary quantitative models and discretionary oversight, managing approximately $1.14 billion across about 216 client relationships.

James Tatlow is a financial advisor with Barton Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Stifel Nicolaus for 12 years before joining Barton in 2020. Barton Investment Management offers 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 with a long-term orientation and reports approximately $1.0 billion in discretionary assets across about 96 client relationships managed by a four-advisor team.

Mckenzie Frankel is a CFP® with 21 years of industry experience and has been with Entrust Financial LLC since 2015. She serves as treasurer on the board of Adoptions From The Heart and is the secretary of the local chapter board for the National Association of Women Business Owners (NAWBO). Entrust Financial is a registered investment adviser that provides financial planning, consulting, and investment management to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm manages approximately $350.9 million in client assets through a team of five advisors, using fundamental analysis and a multi-step process to tailor portfolio management primarily on a discretionary basis.

Gabriel Toribio is a financial advisor with Odyssey Capital Advisors Inc. He holds a Series 65 designation and has been with Odyssey since 2026. Prior to joining the firm, he worked at PepsiCo from 2022 to 2026 and has experience at several other employers including Penn State University and Ollies Bargain Outlet. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm uses fundamental analysis and a variety of investment strategies tailored to client goals and risk tolerances, and also offers educational seminars and fixed insurance products.

Victoria Provost is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Planning Directions, Inc. dba Common Cents Planning and Commonwealth Financial Network since 2017. Outside of advisory work, she is involved in fixed insurance sales. Common Cents Planning serves individual and high-net-worth clients by providing investment management and comprehensive financial planning, managing approximately $542 million across about 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to build tailored portfolios, supported by ongoing reviews and reporting.

John Devine is a financial advisor at Northeast Advisers, Inc. in Paoli, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Northeast Advisers since 2000. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations. The firm follows a four-step advisory process and offers primarily non-discretionary services, using a best-of-breed approach that includes no-load mutual funds, ETFs, and individual securities.

Frederick Bruenner is a CFA® charterholder with 14 years of industry experience. He is a partner and portfolio manager at Fort Point Capital Partners LLC, where he has worked since 2018. His prior roles include positions at Gordian Investments, LLC and Cypress Point Solutions. Outside of his advisory work, he manages a family and friends LLC holding a passive investment in Restore Hyper Wellness. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and systematic tax-loss harvesting, and it operates a pooled-vehicle platform with segregated side-pockets and performance-based fee structures.

Andrew Gilinsky is a financial advisor with CPC Financial Planning, Inc. in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2019 and previously at Royal Alliance Associates, Inc. for 22 years. Gilinsky is also involved with Clairmont, Paciello & Co., P.C., a tax preparation and accounting firm. CPC Financial Planning, Inc. provides written financial planning, annual plan monitoring, and hourly advice for individuals, corporations, and other business entities, focusing on coordinated recommendations covering investments, tax planning, retirement, insurance, and estate matters. The firm operates on a non-discretionary, fee-for-service basis and is closely integrated with a certified public accounting practice, supporting tax and accounting coordination within its planning services.

Glenn Williams is a financial advisor with Northstar Financial Companies, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has served as president of A.H. Williams, an investment adviser specializing in municipal bonds, since 2002. Northstar Financial Companies, Inc. provides comprehensive financial planning and investment management for individual and high-net-worth clients, utilizing a goals-based, fundamental investment approach across various asset types. The firm offers discretionary and non-discretionary services, including a wrap-fee program and specialized equity and fixed-income strategies.

Morgan Frees is a Series 66-licensed advisor at Addison Capital with five years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Ernst & Young. Frees serves as Director and Wealth Advisor at Addison Capital. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm combines fundamental, technical, and cyclical analysis to build tailored portfolios and manages a diverse range of instruments across discretionary and non-discretionary accounts.

Kelly Doherty is a financial advisor at Market Street Wealth Management with 18 years of industry experience. She holds the Series 66 designation and has been with Market Street Wealth Management and USA Financial Securities Corporation since 2012. 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 employs a long-term investment approach based on fundamental analysis, utilizing diversified mutual funds and ETFs tailored to client objectives and risk tolerance.

Christopher Mallon is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has been with Pennsylvania Capital Management Inc. since 2018 and previously worked at Hobbs Group Advisors, LLC. The firm provides individualized investment management, consulting, financial planning, and private fund advice to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. Pennsylvania Capital Management manages approximately $848.6 million in assets and employs a mix of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services across multiple offices.