John Riley is a CFA® credentialed financial advisor with six years of industry experience, currently practicing at Barton Investment Management, LLC. He has been with Barton since 2006 and holds Series 63 and Series 65 licenses. 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 employs a fundamentally driven, concentrated investment approach focused on long-term holdings and tax-efficient outcomes.

Steven Girard is a financial advisor with Northstar Financial Companies, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior firms include Cambridge Investment Research, Commonwealth Financial Network, and Longview Wealth Management. Outside of his advisory role, Girard serves as CFO of his spouse’s interior design business. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and discretionary and non-discretionary investment management. The firm employs a goals-based, fundamental investment approach using mutual funds, ETFs, equities, and fixed income, and offers equity-only model portfolios and options strategies through separately managed accounts.

James Harrington is a CFA® charterholder with 16 years of industry experience. He has been with Bluesphere Advisors LLC since 2018 and previously worked at Stone Toro Investment Advisors and Bluestone Capital Management. Bluesphere Advisors serves individuals, trusts, pension and profit-sharing plans, and other institutions, providing discretionary and non-discretionary investment management, financial planning, and business-transition consulting. The firm emphasizes a long-term, portfolio-driven investment approach using mutual funds, ETFs, individual equities, fixed income, and derivatives for hedging and risk management.

Eric Maslowsky is a financial advisor with Alden Investment Group, holding a Series 66 designation and 15 years of industry experience. His prior work history includes roles at Franklin Mint FCU, LPL Financial, Morgan Stanley, and PFG Advisors. He has been with Alden Investment Advisors and J. Alden Associates since 2023. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, and it provides specialized retirement program design and participant education for employer plans.

Robert Lansing is a financial advisor at Alden Investment Group with 41 years of industry experience. He holds the Series 63 designation and has worked at Alden since 2021, following a five-year tenure at Wells Fargo Clearing. 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 specializes in retirement programs and executive benefits for small and mid-sized employers and emphasizes customized asset allocations using proprietary and third-party strategies, supported by integrated technology platforms for unified household reporting.

Brendan Keane is a Series 65-licensed financial advisor at Smithbridge Asset Management, Inc. with two years of industry experience. Prior to joining Smithbridge, he worked at TMNAS Services and has a background that includes time as a full-time student and work at the YMCA. Smithbridge Asset Management is an SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm focuses on fundamentally driven equity selection in large-cap U.S. companies, complemented by diversified fixed income and tax-efficient management, and offers both individualized account management and model portfolio solutions.

Francis Hoey is the principal and sole advisor at Hoey Investments, Inc., a firm he has led since 2009. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 25 years of industry experience. Hoey Investments, Inc. is an independently owned, SEC-registered advisor providing discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm emphasizes tailored investment objectives, ongoing portfolio monitoring, and a formal policy on the use of artificial intelligence tools, while excluding cryptocurrencies from client portfolios.

Stephen Topley is a financial advisor at Lansing Street Advisors with a Series 65 designation and two years of industry experience. He is also the owner of ST Accounting LLC, where he provides bookkeeping and accounting services as an independent contractor. Prior to joining Lansing Street Advisors, he worked at Centri Business Consulting, AmerisourceBergen, and Ernst & Young. Lansing Street Advisors is a team of six advisors that offers discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm primarily uses exchange-traded funds in portfolio construction and employs a long-term investment approach based on fundamental analysis, integrating financial planning and occasionally recommending third-party managers and pooled investment vehicles.

John Gerhardt is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has worked at Radnor Capital Management, LLC since 2020 and previously spent eight years at Pennsylvania Trust Company. Radnor Capital Management serves individual and high-net-worth clients, families, trusts, institutions, and other organizations with wealth management, investment management, and consulting services. The firm employs a bottom-up, fundamental investment process focused on individual securities and concentrated equity holdings, managing approximately $855 million in discretionary assets.

Yongsheng Xu is a financial advisor with Sun Global LLC, holding Series 63, 65, and 66 licenses and eight years of industry experience. His career includes roles at Ni Advisors, Inc., FISO Group LLC, Globalink Securities, Inc., Transpacific Financial, Inc., and Citi Bank. Outside of advisory work, he is involved as a fixed insurance agent with Transpacific Financial, Inc. and Sun Global, LLC. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individuals, using a combination of fundamental, technical, cyclical, and quantitative analysis to guide investment decisions. The firm emphasizes long-term investing alongside short-term trading and options strategies, guided by Investment Policy Statements and a risk questionnaire.

Scott Lavelle is a CFA® charterholder and holds a Series 63 license. He is currently with Diversified, LLC and previously worked at PNC Bank for 14 years. He has one year of experience in the advisory industry. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm employs a comprehensive planning process with ongoing portfolio oversight and utilizes both third-party managers and proprietary strategies, managing approximately $2.79 billion in assets.

John Mulqueen Jr. is a financial advisor at Alden Capital with 13 years of industry experience and holds the Series 63 and Series 65 licenses. He has worked at Bluestone Capital Partners LLC and MCG Securities, among other firms. Outside of advising, he is involved in technology and operations support for AdvizorStack and operations management for BX Partners. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, nonprofits, and other investment advisers, 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 customized asset allocation strategies through its proprietary Alden COVE platform.

Sean Green is a financial advisor at Amplius Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has a background that includes roles in therapy services and higher education. Outside of his advisory work, he is a personal trainer with Main Line Boxing LLC. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to fee-based insurance and third-party money managers. The firm uses third-party platforms and maintains affiliations that support tailored investment solutions and operational resources.

Andrew Bucksner is a CFP® with 11 years of industry experience, currently serving at Wick Capital Partners, LLC. His prior roles include positions at Archetype Advisors, Lincoln Investment Planning, Key Investment Services, KeyBank, TIAA-CREF, and Vanguard Marketing Corporation. Wick Capital Partners offers personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, managing approximately $930 million in discretionary assets. The firm combines fundamental analysis with both active and passive strategies and provides discretionary portfolio management alongside integrated financial planning and retirement-plan consulting.

Robert Welch is a financial advisor at Veery Capital, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Veery Capital since 2013. Outside of his advisory role, he participates as a limited partner in a real estate partnership where he oversees tenant and maintenance contractor relationships. Veery Capital provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and employer-sponsored plans. The firm emphasizes strategic asset allocation using ETFs and passive mutual funds, tailoring portfolios to client goals and risk tolerance with ongoing monitoring and periodic reviews.

David Webster is a financial advisor at Axiom Asset Management in Wayne, PA, holding a Series 66 designation with 18 years of industry experience. He has been with Axiom Asset Management since 2013 and also holds a concurrent role at Purshe Kaplan Sterling Investments. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning services for individuals, high-net-worth clients, trusts, estates, corporations, and employee retirement plans. The firm employs a client-specific, profile-driven investment approach using a variety of strategies and analytical methods, with an emphasis on asset allocation, security selection, and tax considerations.

Kristen Voigtsberger is a financial advisor with Certior Financial Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at MyWallSt Advisory LLC and Hoey Investments, Inc. She is based in King of Prussia, PA. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a multi-disciplined financial planning approach combined with discretionary portfolio management, utilizing both active and passive strategies and third-party sub-advisers.

Timothy Deangelo is a CFA® charterholder with five years of industry experience. He is currently with Smithbridge Asset Management, Inc., where he has worked since 2024. His prior experience includes roles at Creative Planning, LLC, Daniels + Tansey, LLP, and Wharton Business Group, LLC. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, endowments, and institutional clients. The firm focuses on disciplined, fundamentally driven equity selection in large-cap U.S. companies, alongside diversified fixed income and tax-efficient management, offering both individualized account management and model portfolio solutions.

Jason Snipe is a financial advisor with Odyssey Capital Advisors Inc. in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Saxony Securities, Kestra Financial Services, and First Genesis Financial Group. Outside of his advisory work, he serves as Co-Vice Chairman of La Salle Academy, a college-preparatory high school. 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 client goals and risk tolerance, employs fundamental analysis alongside various strategies, and offers ongoing portfolio monitoring, including oversight of third-party managers.

Justin Capetola is a financial advisor with Blue Bell Private Wealth Management, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Blue Bell Private Wealth Management since 2005. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, employing fundamental and cyclical analysis along with options strategies and structured notes.