Peter Kim is a CFA® charterholder with 12 years of industry experience. He is currently a team member at Brandywine Oak Private Wealth LLC and previously worked at Goldman Sachs and Merrill. He serves as Treasurer and on the Board of Trustees for the Chester Springs Library. Brandywine Oak Private Wealth 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.

Sean Newman is a financial advisor with Alden Investment Group who holds a Series 63 designation and has 26 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2024. Outside of his advisory work, he serves as power of attorney for a family member. 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, with a focus on retirement programs, executive benefits, and participant education for employer plans.

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 with Geometric Wealth Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked in education for several years, including positions at Relay Graduate School of Education and Achievement First. Geometric Wealth Advisors provides personalized wealth management and financial planning to individuals, families, and trusts. The firm employs a long-term, broadly diversified investment approach, utilizing discretionary management, tax services, and estate-plan reviews, and manages approximately $1.33 billion for over 250 client households.

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.

Meghan Tait is a CFP® and Series 66-licensed advisor with 11 years of industry experience. She has been with FC Advisory, LLC and Financial Coach since 2013 and also has a background with LPL Financial. Outside of her advisory work, she serves as a field hockey coach at Saints Simon & Jude Church in West Chester, PA. FC Advisory, LLC operates under the Financial Coach and New Wealth Project brands, providing customized financial planning and portfolio management to retail clients across various life stages. The firm offers tailored programs for retirees and near-retirees as well as young families and emerging professionals, managing portfolios primarily with mutual funds and ETFs on a discretionary basis.

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, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Compass Ion Advisors since 2008 and also spent time with Keel Point Capital LLC and APW Capital, Inc. In addition to his advisory work, he serves as an elder and trustee for New Life Presbyterian Church in Dresher, PA, where he manages the church's short-term treasury investments. 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 provides integrated financial planning, investment advisory, and retirement plan consulting through a team-driven model, managing approximately $1.59 billion across various account types.

Cheryl Starr is a CFP® with eight years of industry experience, currently serving as a financial advisor at Affinity Wealth Management LLC since 2021. She previously worked at Raymond James Financial Services in various capacities from 2016 to 2021. Affinity Wealth Management LLC is an SEC-registered firm managing approximately $872.5 million in discretionary assets for around 639 clients with an 11-advisor team. The firm offers comprehensive wealth management services, including portfolio management, financial planning, and retirement plan advisory, focusing on a long-term, customized investment approach.

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 in Conshohocken, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Cetera and Flushing Bank. Nest Egg provides discretionary investment management services 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 generate investment recommendations and manages accounts on a discretionary basis with a highly automated process.

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.

Victoria Abaev is a CFP® professional affiliated with WealthFD and has nine years of prior experience at Aspiriant and five years at Blue Summit Wealth Management. She has been with WealthFD for one year as part of a five-advisor team. WealthFD serves individuals, high-net-worth clients, and retirement plans with portfolio management, comprehensive financial planning, and pension consulting. The firm integrates accounting and advisory services, offering tax preparation, personal bookkeeping, and tax-planning alongside investment management.

Jason Dorfman is a financial advisor with Nest Egg in Conshohocken, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at The Vanguard Group for two years and at Hand and Stone Franchise Corp for four years. Dorfman is also a licensed representative of Nest Insurance LLC, a subsidiary of Nest Egg. Nest Egg provides discretionary investment management primarily using ETFs, mutual funds, and annuities for individuals, corporations, trusts, nonprofits, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models combined with technical, fundamental, and cyclical analysis to manage portfolios on a discretionary basis with limited face-to-face contact.

Charles Smith Sr. is a financial advisor with DT Investment Partners, LLC and holds a Series 65 designation. He has one year of industry experience, having joined DT Investment Partners in 2026. Prior to his advisory role, he spent eight years in education at the University of Scranton, Conestoga High School, and Valley Forge Middle School. DT Investment Partners provides discretionary and non-discretionary investment management and comprehensive financial planning to a diverse clientele including individuals, high-net-worth clients, and institutions. The firm employs an active management approach that integrates fundamental and technical analysis to adjust asset allocations across multiple asset classes and offers various model portfolios.

Stephen Paul is a CFP® and holds a Series 65 license, with seven years of experience in the financial industry. He has been with Wick Capital Partners, LLC since 2019 and also operates as a self-employed accountant providing tax compliance and consulting services. Wick Capital Partners offers personalized asset management and financial planning to a diverse client base, managing approximately $930 million in discretionary assets. The firm integrates fundamental analysis with both active and passive investment strategies and provides services that include discretionary portfolio management and retirement-plan consulting.

Lamont Brown is a financial advisor at Odyssey Capital Advisors Inc. with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Saxony Securities and Kestra Advisory Services, among others. Outside of advising, he is involved with Lankenau Holdings, LLC, a real estate investment company. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment strategies based on clients’ goals and risk tolerances, employing various approaches including long-term holdings, trading, and option strategies.

Kyle Hill is a CFP® professional with 25 years of industry experience, currently serving at Diversified, LLC. His career includes over two decades at Diversified in various capacities, as well as roles at Purshe Kaplan Sterling Investments and Securities Service Network. Outside of advising, he holds a fixed/traditional insurance agent license. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and uses a two-phase planning process tailored to client objectives and risk tolerances.