James Harrington is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has been with Bluesphere Advisors LLC since 2018 and previously worked at Stone Toro Investment Advisors and Stone Toro Wealth Management LLC. Bluesphere Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a long-term investment process combining fundamental and technical analysis, utilizing separately managed accounts with the ability to trade individual securities and use derivatives for hedging or additional exposure.

Eric Maslowsky is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Alden Investment Advisors, LLC and J. Alden Associates, Inc., having previously worked at PFG Advisors, Franklin Mint FCU, and LPL Financial. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management, retirement-plan advisory, fiduciary services, and standalone fee-only financial planning. The firm utilizes customized asset allocations combining proprietary strategies with third-party managers through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

Robert Lansing is a financial advisor at Alden Investment Group with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Alden Investment Group serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management as well as fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

Guilian Dileonardo is a CFP® and holds a Series 66 license, with nine years of industry experience. He is currently part of Liberty One Wealth Advisors in Philadelphia, where he has worked since 2021. Prior to this, he held positions at Bank of America and Merrill from 2017 to 2021. Dileonardo is also the Managing Director of Liberty One Private Risk, an insurance agency. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as retirement accounts and some charitable and institutional clients. The firm’s investment approach focuses on goals-driven asset allocation using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash flow needs.

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.

Christopher Bak is a financial advisor at Thrive Capital Management, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles within the Thrive group of companies since 2020, as well as prior experience with Liberty Partners Financial Services, Efficient Advisors, and Boenning & Scattergood. Outside the financial sector, he was affiliated with Nicks Roast Beef from 2014 to 2018. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations by providing discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm utilizes diversified model portfolios, fundamental analysis, and third-party sub-advisors to tailor client strategies and conducts formal quarterly reviews and rebalancing.

Tasha Miles is a financial advisor at Sharp Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and J Alden Associates. Outside of her advisory role, she is an independent real estate agent assisting buyers and sellers in residential and commercial transactions. Sharp Financial provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that integrates proprietary strategies with third-party quantitative analysis and daily market data.

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.

Charles Naddaff II is a financial advisor with Glen Eagle Advisors, LLC, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked at Glen Eagle Wealth, LLC, Naddaff Consulting, and Glen Eagle Advisors since 2016. In addition to his advisory role, he operates as an independent licensed insurance agent and provides business consulting services through Naddaff Consulting Services, Inc. Glen Eagle Advisors, LLC offers investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a client-specific approach to portfolio construction, using fundamental and technical analysis within a primarily buy-and-hold framework, and they provide access to third-party managers and alternative investments for qualifying clients.

John Mulqueen Jr. is a financial advisor at Alden Capital with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Bluestone Capital Partners and MCG Securities. Outside of his advisory role, he is involved in technology and operations support through AdvizorStack and operations management for the BX partners OCIO platform. Alden Capital Management serves a diverse client base, including high-net-worth individuals, retirement plans, non-profits, and other advisers, managing approximately $1.5 billion in assets. The firm employs a customized asset allocation approach, combining internally managed strategies, third-party managers, and model portfolios, delivered via its Alden COVE platform which integrates household reporting and account management.

Branden Hess is a financial advisor at Wealth Management Associates, Inc. in Cherry Hill, NJ, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Securities America Inc and ARI Fleet. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and institutions by providing financial planning, asset management, retirement plan consulting, and educational seminars. The firm employs fundamental analysis and strategic asset allocation with a long-term focus, utilizing model portfolios, third-party sub-advisors, and in-house management.

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.

Fan Feng is a CFP® with eight years of industry experience and currently serves at Liberty One Wealth Advisors in Philadelphia. Before joining Liberty One Wealth Advisors in 2021, Feng held roles at Bank of America, Merrill, Citizens Securities, Citizens Bank, Chubb Insurance, and Gilbane Building Company. Feng is also a board member of the Drexel University Alumni Board of Governance. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, retirement accounts, and some charitable and institutional clients. The firm employs a goals-driven asset allocation approach using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.

Andrew Bucksner is a CFP® with 10 years of experience in the financial industry. He is currently with Wick Capital Partners, LLC and previously worked at Archetype Advisors, LLC, among other firms. Wick Capital Partners provides personalized 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, using a blend of active and passive strategies guided by fundamental analysis, and offers integrated financial planning and retirement-plan consulting under ERISA frameworks.

Peter Toscani is a CFP® and CFA® with six years of industry experience. He has worked at Mitchell Sinkler & Starr since 2019 and previously at Chartwell Investment Partners from 2016 to 2019. He is based in Philadelphia, PA. Mitchell Sinkler & Starr serves high-net-worth individuals, families, estates, trusts, endowments, and foundations, employing a long-term, goal-based investment approach that combines top-down macro analysis with bottom-up fundamental research. The firm manages approximately $1.79 billion and focuses primarily on non-discretionary advisory relationships.

Timothy Miller is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at Quaker Wealth Management since 2020 and previously held roles at Bank of America and Merrill. He is also the founder of 24Eight Media, a company assisting athletic trainers and athletes with personal brand development. Quaker Wealth Management serves individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and a Family CFO service for households with at least $5 million in investable assets. The firm employs a collaborative, disciplined investment approach focused on asset allocation, frequently using ETFs and mutual funds, and integrates tax and estate professionals into its advisory process.

Christopher Heiser is a financial advisor with Laurel Oak Wealth Management, LLC, holding CFP® and ChFC® designations and a Series 63 license. He has 33 years of industry experience, including 20 years with Ameriprise and currently works at Laurel Oak and PKS Investments. He assists a family member with managing a rental real estate firm in Knoxville, TN. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm manages approximately $1.399 billion in assets and combines active and passive strategies, tactical asset allocation, and alternative investments within a wrap fee program and independent manager platforms.

Lillia Smith is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with RTD Financial Advisors Inc and previously worked at Corient and Radnor Financial Advisors, among other firms. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. The firm focuses on life-centered financial planning, personalized investment management, and fiduciary consulting, utilizing an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Jason Snipe is a financial advisor at Odyssey Capital Advisors Inc. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kestra Financial Services, Inc. and Saxony Securities, Inc. Outside of his advisory role, he serves as Co-Vice Chairman of La Salle Academy, a college-preparatory high school in New York City, and contributes to CNBC as an independent contractor discussing investment analysis. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm uses fundamental analysis and a variety of investment strategies, tailoring programs to client goals and risk tolerances while offering ongoing portfolio monitoring and coordination with 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.