Adam Goldstein is a financial advisor with 6 years of industry experience, currently with 1st Financial Investment, Inc. He also operates AG Consulting, LLC, where he works as a Certified Public Accountant specializing in accounting, audits, and forensic audits. His prior experience includes roles at Golden Card Breaks and Valuation Research Corp. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, combining passive index funds and ETFs with active managers, and offers investment advice on a non-discretionary basis.

David Sun is a CFA® charterholder with 24 years of industry experience, currently serving as an advisor at Ellis Investment Partners, LLC since 2012. He holds Series 63 and Series 65 licenses. Ellis Investment Partners provides portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, trusts, small businesses, and institutional accounts. The firm employs a dynamic asset-allocation framework and emphasizes diversification and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Matthew Ryba is a financial advisor at Oakbourne Advisors in West Chester, PA, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior work includes seven years at Hartford Funds and five years at Northstar Asset Management. Oakbourne Advisors serves individuals, high-net-worth households, retirement plans, trusts, and business clients by managing discretionary portfolios and providing financial planning and retirement plan consulting. The firm uses a multi-office platform and a blend of fundamental, technical, charting, and cyclical analysis in its investment approach.

Frank Mannino is a CFP®-credentialed financial advisor with eight years of industry experience, currently practicing at One Wealth Advisors, LLC in Philadelphia. Prior to joining One Wealth Advisors in 2018, he spent ten years at Multicultural Academy Charter School. He also serves as an insurance agent with OWA Insurance Services, LLC, where he oversees and places sales of commissionable insurance products. One Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach with tactical flexibility, utilizing diversified portfolios and various third-party platforms to implement strategies such as automated allocations and tax-loss harvesting.

Bray Hansel is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Sterling Investment Advisors Ltd. since 2017. Prior to joining Sterling, he worked at Radnor Financial Advisors for one year. Outside of his advisory role, Hansel coaches girls' soccer teams at Penn Fusion Soccer Academy. Sterling Investment Advisors Ltd. manages nearly $1 billion in discretionary assets for individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, derivatives, and alternative vehicles such as private and interval funds, tailoring portfolios through client-driven investment policies.

Charles Manning is a financial advisor at Compass Ion Advisors, LLC with 28 years of industry experience. He has previously worked at United Capital Financial Advisers, LLC and Ct Financial Advisors, LLC. He holds a Series 63 designation. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various institutions by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm manages approximately $1.59 billion using a team-driven advisory model and emphasizes strategic asset allocation and long-term holding periods.

James Pepperman is a financial advisor at Alden Capital with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J Alden Associates, Inc., Mcg Securities, LLC, and Azarias Capital Partners, LLC. Outside of his advisory work, he is involved with Northstar of Chester County, a nonprofit organization. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion that serves individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm offers customized asset allocations combining proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform, along with sub-advisory services, fee-only financial planning, and fiduciary support for small and mid-sized employers and nonprofit entities.

Garrett Roach is an advisor with Concentus Wealth Advisors, holding Series 63 and Series 65 licenses. He has been with the firm since 2024 and has prior experience working at the Yacht Club of Stone Harbor. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm emphasizes continuous supervision of client accounts across a broad range of asset classes and tailors strategies for special situations such as low-basis stock and complex tax matters.

Raymond Wilson is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Onyx Bridge, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, he operates an independent insurance business focusing on individual life, property and casualty, long-term care, and fixed annuities. Onyx Bridge Wealth Group provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm employs a research-driven investment process with customized portfolios that include ETFs, structured products, alternative investments, and tax-management strategies, supported by affiliated tax and retirement service firms.

Benjamin Tuscai is a CFP® with 10 years of industry experience, currently serving as an advisor at Sunpointe Investments since 2023. Prior to joining Sunpointe, he worked at The Vanguard Group for eight years. He holds the Series 63 designation and is based in King of Prussia, PA. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that blends active and passive strategies, incorporates fundamental and behavioral analysis, and offers family-office services alongside diversified portfolio management.

Eric Hildenbrand is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has been with Coho Partners, Ltd. since 2016. Hildenbrand is currently an advisor at Aurdan Capital Management, LLC, a firm operating with a three-advisor team managing over $400 million in discretionary assets. Aurdan Capital serves individual and high-net-worth clients, trusts, estates, pension plans, and nonprofit organizations by providing investment management and, when requested, financial planning and consultation. The firm employs established asset-allocation models with a focus on U.S. equity securities and longer-term holdings, managing portfolios on a discretionary basis and adjusting positions as market or client circumstances change.

Matthew Oconnor is a financial advisor with Capitol Private Wealth Group LLC in Philadelphia, PA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Financial Resources Group, LPL Financial LLC, and Webster Bank. He serves as a board member of Partners in Housing Inc., a nonprofit focused on underserved communities in Dartmouth, MA. Capitol Private Wealth Group advises individual and high-net-worth clients, providing discretionary portfolio management alongside financial planning and retirement-plan consulting. The firm employs a range of analytical approaches and offers tax preparation and advanced trading strategies to coordinate investment and tax services for clients.

Molly Baker is a CFP® professional with three years of experience at RTD Financial Advisors Inc in Philadelphia, PA. Her career has been entirely with RTD Financial since 2018, following seven years as a student. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Daniel Carney is a financial advisor at Integrity Investment Advisors, LLC with a Series 65 credential and four years of industry experience. He has worked at Integrity Investment Advisors since 2021 and has owned a business since 2018. Prior to his advisory career, he was involved in the restaurant industry. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for around 184 clients. The firm offers financial planning and portfolio management services to individuals, families, trusts, non-profits, pensions, and businesses, utilizing a process that combines fundamental and technical analysis with an emphasis on diversification, cost control, and tax efficiency.

Sara Turner is a Certified Financial Planner (CFP®) with 13 years of industry experience. She currently works at Aurdan Capital Management, LLC and has prior experience at Fidelity Investments, Brown Brothers Harriman & Co., and Haverford Financial Services. Aurdan Capital Management provides discretionary investment management and financial planning to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $526 million in client assets and emphasizes asset allocation models supported by fundamental analysis and ongoing portfolio monitoring.

Daniel Rodan is a financial advisor at Tower Bridge Advisors with 21 years of industry experience and holds a Series 66 designation. He has worked at Tower Bridge Advisors since 2018 and previously spent two years at BB&T Securities. Tower Bridge Advisors provides investment advice and asset management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, along with managing two private funds. The firm emphasizes strategic asset allocation using fundamental and cyclical analysis, selective ETFs, laddered investment-grade bonds, and derivative strategies.

Peter Keenan is a CFP® with 17 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC, where he has worked since 2025. Prior to this, he spent 20 years at The Vanguard Group, Inc. and also had a brief tenure at APEX Financial Advisors, Inc. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm customizes portfolios based on clients’ financial conditions, risk profiles, tax situations, and goals, typically favoring a long-term investment approach while utilizing a range of investment vehicles including ETFs, mutual funds, and private funds.

Michael Jordan is a financial advisor at Traynor Capital Management with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Charles Schwab and Pacific Life Insurance Company. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations. The firm offers tailored portfolio management and financial planning, emphasizing direct stock ownership through a proprietary methodology, and manages over $2.4 billion with a seven-advisor team.

Benjamin Roberts is a financial advisor at Ironview Capital Management, LLC with 14 years of industry experience. He has been with Ironview since 2010. Ironview Capital Management is a SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm employs a variety of strategies including fundamental, technical, and quantitative analysis, and offers discretionary portfolio management, financial planning, and pension consulting services.

Ryan Shane is a financial advisor at Nest Egg with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group for three years prior to joining Nest Egg. His background includes experience outside finance, having worked at Kildare's Irish Pub and West Chester University. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet- and kiosk-based advisory platform. The firm uses proprietary quantitative and qualitative models to generate investment recommendations and manages client accounts on a discretionary basis.