Eric Cassel is a financial advisor with Thrive Capital Management, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to joining Thrive, he worked at Exos and held multiple roles within Vanguard-affiliated firms. Outside of his advisory role, he is the owner of Lifted Brands, LLC, an e-commerce sales business. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, providing discretionary portfolio management, financial planning, and access to private placement opportunities. The firm uses diversified model portfolios, fundamental analysis, and third-party sub-advisors to tailor investment strategies and conducts regular portfolio reviews.

Ari Cohen is a financial advisor at CogentBlue Wealth Advisors, LLC with a Series 65 designation and experience spanning roles at Pathstone Family Office and JP Morgan. He has been with CogentBlue since 2026. CogentBlue Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management and financial planning. The firm employs a modern portfolio theory approach tailored to each client’s investment policy and integrates third-party managers and technology solutions for account management.

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.

Derek Dobin is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior work includes a decade with Prudential Insurance Company of America and Pruco Securities. He currently serves as Managing Director at Creative Capital, where he also functions as a senior wealth strategist. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, offering a 12-month tax mitigation program and access to alternative investments. The firm generally manages client accounts on a non-discretionary basis and employs both fundamental and technical analysis with a long-term investment approach.

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.

Gustavo Masri is a financial advisor at Alden Investment Group with 32 years of industry experience. He holds Series 63 and Series 65 licenses. His previous work includes positions at J. Alden Associates, Inc., Raymond James & Associates, Inc., and Wells Fargo Clearing. Masri serves as Treasurer for Congregation Mikveh Israel, a non-profit religious organization in Philadelphia. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and third-party managers, with a distinctive emphasis on fiduciary services for employer plans and integrated technology platforms.

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.

Steven Krzywicki Jr. is a CFP® professional with 26 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC, where he has worked since 2022, following a 17-year tenure at Ameriprise Financial Services, Inc. He is an investor in a private invitation-only golf access platform and assists with related marketing initiatives. Beacon Bridge Wealth Partners provides personalized financial planning and investment management services to individuals, families, and entities such as family offices and qualified retirement plans. The firm emphasizes a fundamental, long-term investment approach with tailored portfolios that include ETFs, mutual funds, equities, and alternative investments.

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.

Mark Meloro is a financial advisor at Market Street Wealth Management with 27 years of industry experience. He has been with Market Street Wealth Management since 2010 and holds Series 63 and Series 65 licenses. In addition to his advisory role, Meloro is co-owner of a tax preparation service that operates seasonally. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to unaffiliated money managers. The firm employs a fundamentals-driven, long-term investment approach with diversified portfolios typically composed of mutual funds and ETFs.

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.

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.

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.