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.

David Gibbs is a financial advisor with Alden Investment Group, holding a Series 63 license and bringing 28 years of industry experience. Prior to joining Alden Investment Group and J. Alden Associates in 2023, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company from 2016 to 2023. Outside of his advisory role, he is involved in fixed insurance sales unrelated to securities. Alden Investment Advisors provides portfolio management and financial planning services to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, and offers specialized retirement programs and fiduciary services with integrated technology platforms for unified reporting and oversight.

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.

Jason Berkson is a financial advisor with Nest Egg, holding Series 65 and Series 63 licenses and six years of industry experience. He previously worked as a self-employed poker player before joining Nest Investments LLC in 2019 and Nest Investments BD LLC in 2021. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans using proprietary quantitative and qualitative models. The firm primarily advises on ETFs, mutual funds, and annuities, employing a highly automated, algorithm-driven approach with limited face-to-face client interaction.

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.

Sean Newman is a financial advisor at Alden Investment Group with 26 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Newman serves as a power of attorney for his father. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, other advisors, retirement plans, and institutional clients. The firm employs a customized investment approach combining proprietary strategies, third-party managers, and mutual funds, and offers specialized retirement and executive benefits programs for small and mid-sized employers.

Michael Briglia is a CFP® and PFS™ professional at Compass Ion Advisors, LLC with 14 years of industry experience. He previously worked at Pillar Wealth Advisors, LLC for 12 years and Hornor, Townsend & Kent, Inc for 5 years. Outside of advising, he serves as board chair of St. Mary’s Franciscan Shelter for Homeless Families and teaches financial literacy classes through the Osher Lifelong Learning Institute. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various organizations by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm employs a team-driven model with a focus on strategic asset allocation and long-term holding periods across diversified investment vehicles.

Daniel Stuckey is a financial advisor at Geometric Wealth Advisors, LLC in Merion Station, PA, holding a Series 65 credential with one year of industry experience. Prior to joining Geometric Wealth Advisors in 2025, he worked in education at Relay Graduate School of Education and Achievement First from 2016 to 2024. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, including high-net-worth clients. The firm combines discretionary investment management with comprehensive financial planning, emphasizing tax and estate planning support and utilizing mainly long-term, broadly diversified mutual funds and ETFs.

Howard Verfaillie Jr. is a financial advisor at Victory Wealth Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2023, alongside his long-term role at Victory Asset Management Co. Inc. since 1995. Outside of his advisory work, he is involved in non-investment business activities including co-ownership in a separate business entity. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach integrates momentum and fundamental analysis with quantitative screening and fiduciary scoring, offering discretionary and non-discretionary management across mutual funds, ETFs, and model allocations.

Peter Hackenbrack is a financial advisor with Diversified, LLC in Wayne, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with several firms, including Rosenzweig & Associates and Minnesota Life. Hackenbrack has also operated as an independent licensed insurance agent focusing on life and fixed annuities. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets with around 26 advisors. The firm utilizes a comprehensive planning process, multiple investment platforms, and tailored portfolio strategies, including both automated and manual oversight.

Andrew Johnston is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth CMT and Hightower Advisors. Johnston is currently affiliated with Victory Wealth Partners, a DBA for LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

James Baird is a financial advisor with Compass Ion Advisors, LLC and holds Series 63 and Series 65 licenses. He has 46 years of industry experience and has worked with Compass Ion Advisors since 2008, previously affiliated with APW Capital, Inc. and currently also associated with Keel Point Capital LLC. Outside of his advisory role, he serves as an elder and trustee for New Life Presbyterian Church in Dresher, PA, where he manages short-term treasury investments for the church’s excess cash. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, educational institutions, and charitable organizations. The firm uses a team-driven advisory model with a focus on strategic asset allocation and long-term holdings, employing a range of investment vehicles and regular portfolio reviews.

Julie Lesicki is a financial advisor at LUMINIST Capital, LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Horter Investment Management, LLC for 10 years. In addition to her advisory role, she is involved in business development and marketing initiatives through Safe Harbor Financial. LUMINIST Capital provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm offers model-driven, ETF-focused portfolios and tailored planning, serving both high-net-worth and non-HNW clients.

William Muller is a CFP® professional with over 31 years of experience in the financial services industry. He has been working with Commonwealth Financial Network and Planning Directions, Inc. dba Common Cents Planning since 2005. Muller is also a co-owner and CEO of Common Cents Planning, Inc. Common Cents Planning serves individual and high-net-worth clients by providing investment management and comprehensive financial planning services, including retirement plan and IRA advice. The firm manages approximately $542 million across 450 clients, emphasizing customized investment policy statements and fundamental analysis to create tailored portfolios.

Stephen Kitching is a financial advisor at Kitching Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GKFO, LLC and Forefront Analytics, LLC. Kitching Partners advises individuals, families, trusts, charitable organizations, foundations, and corporations, providing discretionary investment management and family enterprise services such as family governance structuring and estate planning coordination. The firm employs client-specific asset allocation with a mix of active and passive strategies, fundamental and quantitative research, and alternative investments, managing approximately $538.6 million in client assets.

Nicholas Troia is a financial advisor with Nest Egg, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Cetera, Flushing Bank, and Valley Bank. Nest Egg provides discretionary investment management primarily using ETFs, mutual funds, and annuities for individuals, corporations, trusts, nonprofits, and retirement plans. The firm employs proprietary quantitative and qualitative models with an automated, algorithm-driven approach to portfolio management and serves a large client base through internet, kiosk, and intermediary channels.

Douglas Pyle is a Series 65-licensed advisor with Radnor Capital Management, LLC, where he has worked since 2012, totaling 13 years in the industry. He serves as co-trustee for two investment-related trusts. Radnor Capital Management provides consulting, investment management, and wealth management services to individuals, families, trusts, businesses, foundations, religious organizations, and other institutions. The firm offers customized high-net-worth portfolios and a structured Small-Midcap equity product, focusing on bottom-up, fundamental security analysis and concentrated equity holdings.