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.

Avi Kantor is a financial advisor with Certior Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 11 years at VOYA Financial Advisors and over 10 years at Certior Financial Group, formerly Kantor Financial Group. Outside of his advisory work, Kantor serves as a board member and treasurer of the National Museum of Wildlife Art in Jackson, WY, is on the board of Mental Health and Recovery Services of Jackson Hole, and has worked as an adaptive ski instructor. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse range of clients including individuals, trusts, and business entities. The firm employs a flexible, hands-on investment approach combining active and passive strategies, and incorporates insurance and annuity products as part of its services.

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.

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.

Justin Hewins is a CFP® with 20 years of industry experience, currently serving as an advisor at Cora Capital Advisors. He previously worked at American Portfolios Financial Services Inc. and American Portfolios Advisors, Inc. Hewins is involved in the sale of fixed insurance products and group benefits through affiliated entities. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party managers, as well as financial planning and retirement plan advisory services.

Jonathan Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 20 years of industry experience. He holds the Series 66 designation and 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 and profit-sharing 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.

Reagan Goolcharan is an investment advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Wealth Management Associates, Inc. since 2014 and previously with Securities America, Inc. from 2014 to 2024. Wealth Management Associates, Inc. serves a diverse client base including individuals, pension plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary model that integrates investment management, brokerage, insurance, and accounting services.

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.

Salvatore Marcello Jr. is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His career includes roles at Charglotz USA and the New Jersey Department of Law & Public Safety, where he currently works as an Administration Analyst. Outside of advising, he is a partner in a tax preparation and bookkeeping business, 3MP Group LLC. PTS Brokerage, LLC provides investment supervisory services, money management, and financial planning to individuals, estates, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm uses an active, tactical investment approach that incorporates fundamental and technical analysis, with account reviews conducted at least monthly.

Joshua Woodford is a CFP® with 14 years of industry experience, currently serving as an advisor at Cora Capital Advisors. His prior roles include positions at OSAIC, American Portfolios Financial Services Inc., Purshe Kaplan Sterling Investments, and Bridgers Wealth Management. Outside of his advisory work, he is involved with Cora Capital Assurance as an insurance broker. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management and discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party independent managers, alongside financial planning and retirement plan advisory services tailored to clients’ goals and risk tolerance.

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.

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 Pettigrove is a financial advisor at Tanager Wealth Management with 10 years of industry experience. He holds the Series 65 designation and worked at Wiley Group from 2014 to 2016 before joining Tanager Wealth Management in 2016. Outside of advising, he is a partner at Crowded Castle Brewing Company, where he assists with marketing and distribution. Tanager Wealth Management serves individual and high-net-worth clients, trusts, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to independent investment managers. The firm uses an asset-allocation framework with fundamental analysis and actively manages accounts, including relationships with independent managers, with notable accommodations for a significant non-U.S. client base.