Andrew Giannone is a CFA® charterholder with 11 years of industry experience. He is currently with Alden Capital, where he has worked since 2020, and has prior experience at Allio Advisers LLC and Bluestone Capital Management. Giannone also serves as a training consultant at Forefront Analytics and GKFO, providing employee training on investment-related topics. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and non-profit entities, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing a blend of proprietary asset allocation portfolios, third-party managers, and model portfolios through its Alden COVE platform.

Miguel Biamon is a financial advisor at NewSquare Capital, LLC with 23 years of industry experience. He has held roles at NewSquare Capital since 2018 and previously worked at Blue Bell Private Wealth Management from 2016 to 2018. He holds Series 63 and Series 65 credentials. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of pension and trust plans. The firm emphasizes diversified, strategic asset allocation using exchange-traded funds, equities, and fixed income, supplemented by sub-advisory partnerships and tax-aware investment strategies.

Cortright Wetherill III is a financial advisor with Wick Capital Partners, LLC and holds a Series 65 designation. He has seven years of industry experience, including prior roles at Red Rocks Group and Drexel University. He has been with Wick Capital Partners since 2019. Wick Capital Partners provides asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets and employs a combination of fundamental analysis, active and passive strategies, and integrated financial planning.

Lawrence Hollin is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. He holds a Series 63 designation and has worked at Invicta Capital, SSG Capital Advisors, LLC, and CV Brokerage Inc. Outside of his advisory role, he is involved in business consulting through Arch Street Advisors. Invicta Advisors provides portfolio management, financial planning, and targeted consulting to individuals, pension plans, charitable organizations, and corporations. The firm combines fundamental, quantitative, and qualitative analysis in its investment approach and offers a range of advisory arrangements, including discretionary and non-discretionary services.

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Mark Feldser is a financial advisor with Wick Capital Partners, LLC, holding 10 years of industry experience. He has worked at Wick Capital since 2019, following prior roles at West Capital Management and West Capital Management, Inc. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, providing personalized asset management, comprehensive financial planning, and fiduciary services. The firm employs a combination of fundamental analysis and active and passive investment strategies, managing most client assets on a discretionary basis and conducting regular portfolio reviews.

Gbarclai Mowenn is a CFP® professional at Compass Ion Advisors, LLC with one year of industry experience. Prior to joining Compass Ion, he held roles at Logan Capital Management LLC and Tiedemann Advisors / ALTI Global. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations, offering integrated financial planning, investment advisory, and retirement plan consulting services. The firm manages approximately $1.59 billion and focuses on strategic asset allocation and long-term holdings using a variety of investment vehicles.

Jonathan Cahill is a CFP® with eight years of industry experience, currently serving as a financial advisor at Diversified, LLC. His prior roles include tenures at Crossgate Wealth Advisors, Girard Advisory Services, LPL Financial, and National Planning Corporation. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process with ongoing asset management, utilizing both third-party managers and proprietary platforms to tailor client portfolios.

Robert Habig II is a financial advisor with Ellis Investment Partners, LLC in Berwyn, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Ellis Investment Partners since 2015. Outside of his advisory role, he serves as a board member of Manor West Commons Owners Association, where he participates in financial oversight and operational decisions. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to clients’ risk tolerance and emphasizes diversification and tax-aware management, offering a range of investment options and ERISA retirement plan services.

Christina Copeland is a financial advisor with Conservest Capital Advisors Inc, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with Conservest Capital Advisors since 2003. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm employs a customized investment strategy based on in-depth client interviews, combining macroeconomic and fundamental analysis with long-term, low-turnover approaches using ETFs, no-load mutual funds, and individually selected bonds.

David Newcomb is a financial advisor with Sterling Investment Advisors Ltd. in Berwyn, PA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Sterling Investment Advisors Ltd. since 2006 and at Purshe Kaplan Sterling Investments since 2011. Outside of his advisory work, he serves as a member of the Board of Elders at Christ Community Church. Sterling Investment Advisors Ltd. provides discretionary portfolio management, retirement plan consulting, and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm manages nearly $1 billion in assets and employs a range of investment strategies, including the use of derivatives and cryptocurrency exposure where appropriate.

Michael Newman is a ChFC® with 23 years of industry experience, currently serving as an advisor at Ellis Investment Partners, LLC since 2012. He also holds a role as a broker for several insurance companies, selling life, disability, long-term care, and fixed annuities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a dynamic asset-allocation approach with an emphasis on diversification and tax-aware management, and offers a comprehensive suite of ERISA retirement plan services.

Kristin Sindoni is a financial advisor with Conservest Capital Advisors Inc, holding a Series 65 designation and 18 years of industry experience. She has been with Conservest since 2008. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm’s investment approach involves customized strategies based on in-depth client interviews, combining macroeconomic and fundamental analysis, and emphasizes long-term, low-turnover holdings using ETFs, no-load mutual funds, and individually selected bonds.

Gregory Obin is a financial advisor at Alden Investment Group with one year of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience with NYLIFE Securities LLC, New York Life Insurance Company, and the U.S. Air Force. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, and uniquely integrates technology platforms to extend oversight to held-away assets while offering fiduciary services and employee education for employer plans.

Matthew Resch is a financial advisor with Alden Investment Group, holding a Series 63 license and 24 years of industry experience. His prior roles include positions at PNC Capital Markets, Ambassador Partners, and Ambassador Financial Group, where he was also founder and managing partner of Ambassador Financial Group, LLC. He is a 12.5% owner and director of Argyle Capital Management, LLC, though he is not involved in its daily operations or investment decisions. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside fiduciary and financial planning services. The firm uses a proprietary investment approach combining its Alden Capital Management strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technology and service providers.

Mark Eggleston is a CFP® certificant with six years of industry experience, currently with RiversEdge Advisors since 2024. He previously worked at myCIO Wealth Partners for six years and held positions at JP Morgan Bank and the University of Delaware. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs an investment approach based on modern portfolio theory, utilizing ETFs and strategic asset allocations tailored to client goals and risk tolerances.

Kevin Harper is a financial advisor at Almanack Investment Partners with 16 years of industry experience. He holds a Series 65 designation and has been with Almanack since 2016. Harper is also affiliated with Gadsden, LLC, where he has worked since 2018. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm uses a model-driven, risk-conscious approach to asset allocation and manages a range of strategies, including adviser-managed pooled vehicles and private funds.

Amanda Graf is a financial advisor at Presilium Private Wealth, LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Cello Health. Outside of advising, she works as a part-time driver consultant for Uber Technologies, Inc. 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, employing a fiduciary and client-centered approach with a diverse investable universe that includes traditional and alternative assets.

Michael Church is a financial advisor at Addison Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nest Investments BD LLC and Nest Investments LLC since 2016 and 2018, respectively. He is also the Managing Partner of Numismatic LLC, a role he dedicates approximately 16 hours per month to. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor portfolios across a broad range of asset classes, managing accounts on both discretionary and non-discretionary bases.

James Gowen II is a CFA® charterholder with over 11 years of experience in the investment industry. He is currently with Radnor Capital Management, LLC and has previously worked at Spouting Rock Asset Management and Kalmar Investments. Gowen serves as a compensated trustee for families and as a trustee for the Diomedes Foundation trust managed by Radnor Capital; he also participates on the investment committee of the HMS School, a local nonprofit in Philadelphia. Radnor Capital Management provides consulting, investment management, and wealth management services to individuals, families, trusts, businesses, foundations, religious organizations, and other institutions. The firm focuses on bottom-up, fundamental security analysis and typically constructs concentrated equity portfolios with a contrarian, core style approach.