Thomas Blair is a financial advisor at Tower Bridge Advisors with 26 years of industry experience. He previously worked for Dow Capital Management for 15 years before joining Tower Bridge Advisors in 2026. He holds the Series 63 and Series 65 designations. Tower Bridge Advisors provides investment advice and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, and manages two private funds. The firm emphasizes strategic asset allocation across equities and fixed income, utilizing fundamental and cyclical analysis, selective ETFs, laddered investment-grade bonds, and derivative strategies as appropriate.

Joshua Pearson is a CFP® and Series 66-licensed advisor with nine years of industry experience. He currently serves at Blue Bell Private Wealth Management, LLC and has prior experience at Vanguard, WSFS Investments, and Merrill Lynch. 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 emphasizes exchange-traded funds, closed-end funds, and structured investments, incorporating fundamental and cyclical analysis along with options strategies and structured notes.

John Hadley Jr. is a financial advisor with Samalin Wealth in Philadelphia, PA, holding Series 63 and Series 65 designations and over 20 years of industry experience. He previously worked for Quantum Technalysis Asset Management, LLC for 14 years before joining Samalin Investment Counsel, LLC in 2019. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $490 million in client assets through a combination of fundamental and cyclical analysis, diversified investment strategies, and specialized services including retirement-plan consulting and post-divorce wealth management.

Stephen Wildman is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Diversified, LLC and has prior experience at Prudential Insurance Company of America and ADP. He holds Series 63 and Series 66 licenses and has been an independent licensed insurance agent, though he is currently not actively selling insurance products. Diversified, LLC provides investment advice and financial planning to a wide range of clients, including individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory, utilizing a two-phase planning process tailored to clients’ objectives and risk tolerances.

Woodward Odiorne is a financial advisor at Ellis Investment Partners, LLC with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Ellis Investment Partners in 2012, he has been associated with National Life Insurance Co. and National Life of Vermont since 1981. Odiorne is also involved in insurance and annuity sales and servicing through Providence Hill Planning, Inc. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, offering portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client risk tolerance and objectives, emphasizing diversification and tax-aware management.

David Peck is a financial advisor at Traynor Capital Management with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with Traynor since 2016. In addition to his advisory role, Peck is the Director of Athletic Development for YSC Sports. Traynor Capital Management serves individual and high-net-worth clients, corporate retirement plans, endowments, and foundations, offering portfolio management, financial planning, retirement plan consulting, and business funding consulting. The firm employs tailored investment strategies across multiple asset classes, emphasizing direct stock ownership, and manages over $2.4 billion with a seven-advisor team.

Brendan Mcgowan is a CFP® with 24 years of industry experience, currently serving as an advisor at McGowan & Co LLP since 1998. He is also a member of MCGOWAN & CO., LLC, a CPA firm where he provides financial planning services including income tax preparation, estate planning, and retirement planning. McGowan & Co., LLP offers personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes client-directed decision making through a primarily non-discretionary investment approach and integrates services with a related CPA practice.

Michael Traynor is a CFA® charterholder with 26 years of industry experience. He is affiliated with Financial Coach, a team-based firm in West Chester, PA, where he has worked since 2014, including at LPL Financial and FC Advisory, LLC. Financial Coach provides financial planning and portfolio management services to retail clients at various life stages through its dual-brand model. The firm customizes portfolios using mutual funds and ETFs, manages accounts primarily on a discretionary basis, and offers distinct programs tailored to retirees and younger professionals.

Andrew Thrift is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. He has worked with Market Street Wealth Management and USA Financial Securities since 2016 and previously spent over a decade at K.C.S.D. In addition to his advisory roles, he is involved with multiple financial service entities including Market Street Financial Group, Leppert Holt Consulting LLC, and Watford Wealth Management, focusing on financial advisory and related services. Market Street Wealth Management advises individual and high‑net‑worth clients through multiple teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to unaffiliated money managers. The firm employs a fundamentals-driven, long-term investment approach with strategic asset allocation and supplements investment management with tailored financial planning services.

Gabriel Fairorth is a financial advisor at Sterling Investment Advisors Ltd. with four years of industry experience. He holds a Series 65 credential and has worked at Sterling since 2021. Outside of his advisory role, he assists with club activities at Waynesborough Country Club. Sterling Investment Advisors Ltd. is a team-based, SEC-registered firm that provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and other entities. The firm uses a variety of investment strategies, including derivative-related approaches and cryptocurrency exposure when appropriate, and incorporates account-aggregation platforms and multiple implementation pathways.

Jennifer Byrne is a CFA® charterholder with 10 years of industry experience. She has worked at Radnor Capital Management, LLC since 2015. Jennifer holds the Series 63 and Series 65 licenses. Radnor Capital Management provides consulting, investment management, and wealth management services to individuals, families, trusts, businesses, foundations, religious organizations, and other institutions. The firm focuses on bottom-up, fundamental security analysis and manages customized high-net-worth portfolios as well as a structured Small-Midcap equity product.

Mary Mcclennen Glica is a financial advisor with Vermillion & White Wealth Management Group in Phoenixville, PA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior roles include positions at LPL Financial LLC, Voya Financial Advisors, Inc., and National Planning Corporation. Vermillion & White Wealth Management Group provides portfolio management, comprehensive financial planning, and pension consulting to individuals, institutions, and charitable organizations. The firm manages approximately $231 million across several hundred accounts and employs an investment process that emphasizes asset allocation, diversification, and periodic rebalancing based on both fundamental and technical research.

Tyler Pugliese is a financial advisor at NewSquare Capital, LLC with a Series 65 designation and several years of industry experience, including roles at Creative Financial Group and West Chester University. He has been associated with NewSquare Capital since 2019. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients. The firm employs diversified, strategic asset allocation and partners with sub-advisors for specialized investment strategies while managing approximately $1.93 billion in client assets.

Athanasios Tsirukis is a Series 65 licensed advisor with three years of industry experience, currently with Almanack Investment Partners. He has prior experience with Forefront Analytics, where he provided investment-related research and analysis, and he is the owner and managing member of Dialectic Wealth, LLC, offering investment consulting services. Almanack Investment Partners provides investment management and financial planning to individual and institutional clients, employing model asset allocation portfolios that combine diversified, risk-conscious strategies across various asset types, including mutual funds, ETFs, and separately managed accounts. The firm also manages pooled investment vehicles and affiliated private funds.

Andrew Brewster is a financial advisor at Concentus Wealth Advisors in Newtown Square, PA, holding a Series 65 license with five years of industry experience. He has previously worked at Forefront Analytics and GKFO, LLC. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm focuses on continuous supervision of client accounts across various asset classes and offers tailored strategies for complex financial situations.

Martha Pope is a CFP® professional with three years of industry experience, currently serving at Wellfull (Bernardo Wealth Planning, LLC). She has been with Bernardo Wealth Planning since 2019 and previously worked with the Gift of Life Donor Program. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm emphasizes financial planning as the foundation for its investment approach and manages portfolios using model-based asset allocation combined with multiple analysis methods.

Eric Cassel is a financial advisor at Thrive Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Exos, Vanguard, Wells Fargo Clearing Services, West Chester University, and Citizens Bank. Outside of financial advising, he is the owner of Lifted Brands, LLC, an e-commerce business. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations with discretionary portfolio management, financial planning, and access to private placement opportunities. The firm applies fundamental analysis, manages diversified model portfolios, and engages third-party sub-advisors to tailor investment strategies.

Henry Hudson V is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently affiliated with CapFinancial Partners, LLC (CAPTRUST) since 2026 and previously worked at Stillwater Capital Advisors, LLC for eight years, as well as UBS Financial Services Inc. for five years. Stillwater Capital Advisors serves individual and high-net-worth clients along with pension and endowment plans, charitable organizations, and corporate accounts. The firm offers tailored investment recommendations and combines fundamental and cyclical analysis with strategic asset allocation, focusing on long-term holdings and discretionary portfolio management.

Derek Dobin is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior work includes a decade with Prudential Insurance Company of America and Pruco Securities. He currently serves as Managing Director at Creative Capital, where he also functions as a senior wealth strategist. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, offering a 12-month tax mitigation program and access to alternative investments. The firm generally manages client accounts on a non-discretionary basis and employs both fundamental and technical analysis with a long-term investment approach.

Joseph Martinez is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Entrust Financial LLC since 2021 and was previously employed at Janney Montgomery Scott LLC from 2016 to 2019. Entrust Financial is a registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses fundamental analysis and a multi-step process to establish long-term investment objectives and asset allocation, implementing portfolios primarily with mutual funds, ETFs, and selected independent managers.