Gavin King is a financial advisor at Northstar Financial Companies, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at A. H. Williams & Company Inc. and Mathnasium. Outside of finance, he has experience in private handyman work and the food service industry. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and investment management across taxable and retirement accounts. The firm uses a goals-based, fundamental investment approach with mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.

Deborah Davis is a CFP® with 22 years of industry experience, currently serving at Alden Investment Group since 2022. Her prior experience includes roles at Commonwealth Financial Network, SII Investments, Inc., Invest Financial Corporation, and Cetera Wealth Services, LLC. Outside of her advisory work, she is active as a realtor with Coldwell Banker Realty and is involved with Medicaid planning and long-term care insurance through the Krause Agency. Alden Investment Group provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, and offers specialized services for retirement programs and executive benefits for small to mid-sized employers.

Tristan Pantano is a financial advisor at Affinity Wealth Management LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services and Protiviti Inc. Outside of his advisory role, he works as a server and bartender at a local bar and restaurant in Wilmington, Delaware. Affinity Wealth Management LLC is a SEC-registered wealth management firm managing approximately $872.5 million in discretionary assets for about 639 clients through an 11-advisor team. The firm offers comprehensive portfolio management and financial planning services using a primarily long-term, customized investment approach that incorporates fundamental, technical, cyclical, and charting analysis.

Isaac Martin is a financial advisor at Members Wealth LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Rockefeller Capital Management and Wilmington Trust. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm focuses on fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, and individual securities, regularly monitoring and rebalancing portfolios to align with client goals.

Jacob Cohen is a financial advisor at Axiom Asset Management with one year of industry experience. He holds a Series 65 designation and has a background in professional sports, having played for multiple basketball clubs including Maccabi Tel Aviv BC and Obradoiro CAB between 2016 and 2025. Axiom Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a customized, household-based investment process that incorporates fundamental, technical, cyclical, and quantitative analyses, utilizing a value, growth, contrarian, and opportunistic investment approach.

Samuel Carpin is a financial advisor with Ellis Investment Partners, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Ellis Investment Partners since 2013 and previously at Comprehensive Asset Management & Servicing and APW Capital, Inc. Outside of his advisory role, he is an insurance agent with The Carpin Group, where he is involved in sales and maintenance of insurance policies. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing discretionary and non-discretionary 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.

John Ulrich III is a financial advisor at Cresap, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with BMT Asset Management since 2015. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm offers portfolio management and advisory services in both fee-based and transaction-based formats, with a focus on non-discretionary account management and an affiliated clearing relationship with Wells Fargo.

Stephen Stulb is a financial advisor with Ironview Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Ironview since 2014 and has owned Colony Lane Capital, LLC since 2020, where he is involved in the evaluation and sale of fixed insurance products. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis with a range of investment strategies, including options and alternative investments, and manages approximately $1.39 billion with a team of eight advisors.

Kevin Holt is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Market Street Wealth Management. He has worked with Market Street Wealth Management since 2011 and has additional experience with USA Financial Securities Corporation, Market Street Financial Group, and Principal Life Insurance. Outside of his advisory role, Holt owns and operates Method Hockey, LLC, a sports training business. Market Street Wealth Management is an SEC-registered advisory firm that serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement-plan advisory, and access to an automated managed-account program on Fidelity’s platform. The firm’s investment approach focuses on long-term fundamental analysis and diversified portfolios tailored to client goals and risk tolerance.

Dane Czaplicki is a CFA® charterholder with 19 years of industry experience. He is currently with Members Wealth LLC and has held positions at firms including West Capital Management and Long Short Advisors. Outside of his advisory role, he manages a real estate rental business. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting, employing a fundamental, long-term investment approach with diversified portfolios tailored to client objectives and risk tolerance.

Samuel Markowitz is a financial advisor at Breakwater Capital Group with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at The Vanguard Group for eight years. Breakwater Capital Group provides investment advisory and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to build diversified portfolios tailored to client objectives, employing active tools such as margin transactions and options strategies.

Harold Sawyer III is a CFA® charterholder with 17 years of industry experience. He has been with Westover Capital Advisors, LLC since 2008. Outside of his advisory role, he is a part owner of Registered Agents, Ltd and American Incorporator, Ltd, which provide incorporation and corporate filing services. Westover Capital Advisors manages approximately $568.6 million for around 220 clients, including individual investors, pension plans, and charitable organizations. The firm offers discretionary investment management, wealth advisory, and various financial services, utilizing fundamental and technical analysis alongside strategic asset allocation.

David Gibbs is a financial advisor at Alden Investment Group with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and New England Securities. Outside of his advisory work, he is involved in fixed insurance sales. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm is noted for its customized asset allocation strategies using proprietary and third-party models, and for its fiduciary services focused on employer retirement plans and participant education.

Thomas Greco is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Concentus Wealth Advisors since 2014. He holds Series 63 and Series 66 licenses and is based in Newtown Square, PA. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified investment approach with multiple analysis methods and offers customized planning modules across various financial areas.

Julia Randall is a financial advisor with Northstar Financial Companies, Inc. in Conshohocken, PA, holding a Series 66 designation and 20 years of industry experience. She has worked at Northstar since 2008 and previously at LongView Wealth Management and Cambridge Investment Research, Inc. Outside of her advisory role, Randall serves as the appointed guardian of her aunt's estate, managing her financial matters as per a family trust. Northstar Financial Companies serves individual and high-net-worth clients, as well as trusts and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment approach using mutual funds, equities, fixed income, and options, with portfolio management typically conducted on a discretionary basis.

Anthony Civitello is a financial advisor at Ellis Investment Partners, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Ellis Investment Partners since 2016. Outside of advisory work, he is an owner of two property management businesses focusing on tenant relations. Ellis Investment Partners provides investment advisory and planning services to a range of clients including high-net-worth individuals, trusts, small businesses, and retirement plans. The firm uses a dynamic asset-allocation approach with multiple model portfolios, offering personalized portfolio management and consulting services.

Eric Bleiler is a CFP® professional with eight years of experience in the financial advisory industry. He is currently affiliated with Northeast Advisers, Inc. and also manages an accounting and tax business, Eric J Bleiler, CPA & Co., LLC. Prior to this, he worked at Jones Kohanski & Co, PC for 15 years. 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 non-discretionary investment approach based on a written Statement of Investment Policy and a structured four-step advisory process.

Dionna Poluch is a CFP® professional with six years of industry experience, currently serving at Brandywine Oak Private Wealth LLC. Her prior roles include positions at Domain Money, Beck Bode, LLC, and JPMorgan Securities, LLC. Brandywine Oak Private Wealth LLC advises individuals, trusts, estates, corporations, and other entities by providing financial planning, consulting, and both discretionary and non-discretionary investment and wealth management services. The firm employs a goal-oriented investment approach that emphasizes low-cost, diversified ETF allocations, tax minimization, and behavioral finance principles.

Jason Berkson is a financial advisor with Nest Egg, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Nest Egg, he was a self-employed poker player from 2015 to 2019. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to manage diversified portfolios and serves a large client base primarily through intermediated distribution.

Rebecca Proetto is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. She has been with Northeast Advisers, Inc. since 2015, where she is part of a four-advisor team based in Paoli, PA. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser managing over $576 million in client assets. The firm serves individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations, employing a non-discretionary investment approach guided by a written Statement of Investment Policy and a structured advisory process.