Ryan Babeuf is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Edge Wealth Management, LLC since 2007, where he is part of a team of six advisors based in Havertown, PA. Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing discretionary investment management alongside limited financial planning and consulting services. The firm employs a fundamental analysis approach to portfolio construction, incorporating various equity and fixed-income instruments tailored to client objectives.

Daniel Mccusker Jr. is a CFP® with 26 years of industry experience, currently serving as an advisor at Meridian Wealth Partners, LLC since 2017. His prior roles include positions at Hj Wealth Management, Elko Financial Advisors, Commonwealth Financial Network, and Cincinnati Analysts, Inc. He also works as an insurance consultant outside of his advisory practice. 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 using a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Jeremy Schank is a financial advisor with PTS Brokerage, LLC, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Noto and Coda, and he has been involved with PTS Brokerage since 2009. Outside of advisory work, he is a jiu-jitsu instructor and engaged in cryptocurrency mining. PTS Brokerage, LLC serves individuals, estates, trusts, and retirement plans by providing investment supervisory and money management services. The firm employs tailored portfolios based on fundamental and technical analysis and utilizes derivatives strategies typically for larger accounts, operating as both an SEC-registered investment adviser and a registered broker-dealer.

Jon Greer is a financial advisor with GSG Advisors LLC in Mt. Laurel, NJ, holding a Series 66 designation and 23 years of industry experience. He has been with Greer, Scocca & Lau LLC since 2003 and GSG Advisors LLC since 2002. Outside of his advisory role, he is a 33% owner of a law firm and holds a New Jersey real estate license, engaging in licensed real estate activities. GSG Advisors LLC provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, customizing strategies based on clients’ time horizons, tax considerations, and risk tolerance, and manages approximately $715 million in assets under management.

Sean Gallagher is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Thrive Wealth Management since 2023 and previously held roles at Mass Mutual Greater Philadelphia and Temple University. Prior to entering the financial industry, he spent over a decade in primary and secondary education. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors by providing investment management, financial planning, and retirement consulting services. The firm employs client-specific strategies using a variety of model portfolios and investment vehicles, with an emphasis on tax-aware management and regular portfolio reviews.

Lin Fei is a financial advisor with Sun Global LLC and holds a Series 65 designation. Lin has extensive work history including 24 years at Colgate and has been involved with Stillwell Investment LLC and Fax Realty LLC for over a decade. Lin is currently retired. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individuals, using a risk questionnaire and Investment Policy Statements to guide investment decisions. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis with long-term investing, short-term trading, and options strategies.

Gregory Dob is a CFP® professional with two years of industry experience, currently serving at Kitching Partners, LLC. Prior to this, he was with GKFO, LLC for 14 years. Kitching Partners advises individuals, high-net-worth families, trusts, charitable organizations, and corporations, offering fee-only investment management alongside family enterprise services such as family governance, estate planning, philanthropic advising, and strategic business consulting. The firm uses asset-allocation frameworks that combine fundamental research with quantitative methods, integrating both active and passive strategies, and considers cross-border and tax-related factors in its management approach.

Bret Elam is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been associated with Thrive Insurance Group, Thrive Capital Management, and Thrive Financial Services since 2011. Outside of his advisory work, Mr. Elam serves as Vice President of Colony Pools Service of PA, a swimming pool maintenance and servicing company. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations. The firm employs a fundamental-analysis approach with diversified model portfolios and offers access to third-party managers, managing approximately $398 million for nearly 600 clients.

Gary Gallagher is a financial advisor with Certior Financial Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked with Mutual Securities, Inc. and Voya Financial Advisors, Inc. before joining Certior Financial Group, where he has been since 2016. Outside of financial advising, Gallagher is involved with Trinity Christian UCC as a member of its finance, property, and community committees, and he is a partner in an organic composting business. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a broad client base, including individuals, trusts, and business entities. The firm combines hands-on financial planning with discretionary portfolio management, using both active and passive investment vehicles, third-party sub-advisers, and conducts regular client reviews to adjust strategies based on market conditions and client needs.

Yousef Almbaid is a CFP® and Series 65-licensed financial advisor with three years of experience, currently with TGS Financial Advisors. Prior to joining TGS, he spent time at Haverford College and Ramallah Friends School. TGS Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants through discretionary investment management and financial planning, utilizing mutual funds, ETFs, sub-advisors, and various strategies while offering both discretionary and non-discretionary engagements.

Heath Goldstein is a financial advisor with 1st Financial Investment, Inc. in Philadelphia, PA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His background includes roles at Vestech Securities Inc. and engagement with multiple financial and insurance businesses. Outside of advising, he is active in volunteer emergency services and serves in leadership roles with the Chinchilla Hose Company, amateur radio and pilot clubs, and holds elected office as a judge of elections. 1st Financial Investment, Inc. provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach using passive index funds and ETFs complemented by active management where appropriate, with advisory services delivered on a non-discretionary basis.

Robert Young II is a financial advisor with Sentinel Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach combining fundamental, technical, and cyclical analysis, and provides ongoing portfolio monitoring with formal quarterly reviews.

Gavin Maurer is a CFP® at RTD Financial Advisors Inc with one year of industry experience. He previously worked at Bent Creek Country Club from 2018 to 2022 before joining RTD Financial Advisors. RTD Financial Advisors is a SEC-registered, multi-team firm serving individuals, families, and institutional clients including pension plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, utilizing individualized investment programs and a structured retirement-plan practice with fiduciary investment management and pooled employer plan services.

Rachel Moran is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 13 years of industry experience. She holds a Series 65 designation and has been with RTD Financial Advisors since 2013. RTD Financial Advisors serves individuals, families, and a variety of institutional clients, including pension and ERISA-covered retirement plans, pooled employer plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Donald Jones is a CFP® and CPA with 27 years of experience in the financial industry. He has worked at firms including Verus Capital Partners, LPL Financial, and Avantax Advisory Services. In addition to his advisory role, he owns a tax preparation firm serving individuals and businesses. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base including high-net-worth individuals, trusts, corporations, and retirement plans. The firm employs a long-term, low-turnover investment strategy using primarily actively managed equity mutual funds and index bond funds, integrating tax preparation and planning services alongside portfolio management.

Joseph Scocca is a financial advisor at GSG Advisors LLC with 22 years of industry experience and holds a Series 66 designation. He has been associated with Greer, Scocca & Lau LLC since 2003 and GSG Advisors LLC since 2002. Outside of his advisory role, he is a 33% owner of a law firm specializing in estate and real estate matters. GSG Advisors LLC provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, employing a variety of investment vehicles and regularly reviewing client portfolios to tailor strategies based on time horizons, tax considerations, and risk tolerance.

Lisa Green is a financial advisor with Sunpointe Investments in Bryn Mawr, PA, holding Series 63, 65, and 66 licenses and having 11 years of industry experience. She has worked at Sunpointe since 2019 and has been involved with RDA Ventures, a family office where she assists as a financial analyst in managing the overall investment portfolio. Her prior experience includes roles at Credit Suisse Securities and Pershing LLC. Sunpointe Investments provides advisory and planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm follows a long-term investment approach that integrates behavioral and fundamental analysis, blending active and passive strategies, and offers family-office services and consolidated performance reporting.

John Anderson is a CFP® with 33 years of industry experience. He currently serves as an advisor at Diversified, LLC and has previously worked at SEI Investments and its related companies for 27 years. Diversified, LLC offers financial planning and portfolio management services to individuals, high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process, ongoing asset management, and uses a combination of third-party managers and technology platforms to tailor portfolios, including bespoke options like Elite bundled services and wrap programs.

Jacob Siani is a financial advisor at Amplius Wealth Advisors with Series 66 registration and one year of industry experience. He previously worked at Franklin Group Financial Services/Equitable Advisors and has academic experience at Johns Hopkins University. Outside of his advisory role, he acts as power of attorney for his parents. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to third-party money managers. The firm utilizes model portfolios, outside managers, and technology platforms to customize and manage client strategies.

Luke Porter is a Certified Financial Planner™ (CFP®) with 14 years of experience in the financial services industry. He is currently with Compass Ion Advisors, LLC and previously worked at Keel Point, APW Capital, Inc. (formerly CAMAS), and Portfolio Strategy Team, LLC. Outside of his advisory role, Porter serves as interim board chair of The Divorce Recovery Center, a nonprofit assisting individuals through divorce. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and nonprofit institutions, offering comprehensive financial planning, investment advisory, and retirement plan consulting. The firm employs a team-driven model with a focus on strategic asset allocation, long-term holding periods, and a diversified use of investment vehicles including ETFs, mutual funds, and separately managed accounts.