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.

Jonathan Kolle is a CFA® charterholder and Series 65 licensee with 27 years of industry experience. He has worked at Smithbridge Asset Management, Inc. since 1999 and is also affiliated with Financial Freedom Innovations, Ltd. He serves as President and CCO of Smithbridge Asset Management, LLC. Smithbridge Asset Management is an SEC-registered firm that provides financial planning and portfolio management services to individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm emphasizes disciplined, fundamentally driven equity selection focused on large-cap U.S. companies, complemented by diversified fixed income and other asset classes, and offers individualized account management as well as model portfolio solutions across multiple distribution channels.

Hans Lauzen is a financial advisor with Grey Fox Wealth Advisors, LLC and holds a Series 65 designation. He has two years of industry experience and has served in the United States Navy since 2011. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm uses an academic, long-term oriented investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

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.

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.

Michael Jordan is a financial advisor at Traynor Capital Management with 38 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Traynor Capital Management in 2023, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2020 to 2023, and at Pacific Life Insurance Company from 2015 to 2019. Traynor Capital Management provides portfolio management, financial planning, retirement plan and corporate consulting, and business-funding consulting to individuals, corporate retirement plans, foundations, and other institutions. The firm manages approximately $1.85 billion in client assets and emphasizes direct equity ownership with customized investment strategies tailored to client objectives.

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.

Cody Terrion is a financial advisor at Atlas with seven years of industry experience and holds the Series 66 designation. His prior work includes roles at Merrill, The McLean Group, Jefferies LLC, and U.S. Bank. Outside of finance, he was involved with Irazu Coffee for three years. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm employs a long-term, index-based investment framework supplemented by internally managed strategies and offers both discretionary and non-discretionary portfolio management.

Jennifer Garrett is a CFA® charterholder with 31 years of experience in the financial industry. She has been with Ellis Investment Partners, LLC since 2013. Outside of her advisory role, she serves as chair of the investment committee for the BARC Foundation, a nonprofit supporting people with disabilities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client objectives and risk tolerance, with an emphasis on diversification and tax-aware management.

Derek Lemke is a CFP® with 22 years of industry experience, currently serving at Ellis Investment Partners, LLC. He has worked at Ellis since 2015 and has also been a pilot for American Airlines and Piedmont Airlines. In addition to his advisory role, he is a licensed agent selling life, health, disability, long-term care, and annuity insurance products. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional clients with portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes dynamic asset allocation, diversification, and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Aaron Marks is a financial advisor at Amplius Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill for ten years. Marks is also an independent licensed insurance agent. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by offering discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm utilizes model portfolios, independent sub-advisers, and operational platforms to deliver customized investment advice and coordinate tailored solutions for its clients.

Richard Clairmont is a financial advisor with CPC Financial Planning, Inc. He holds a Series 66 designation and has 10 years of industry experience. Clairmont has been with CPC Financial Planning since 2015 and also maintains a long-standing role at Clairmont, Paciello & Co. P.C., a tax preparation and accounting firm, since 1989. CPC Financial Planning, Inc. provides fee-based financial planning services to individuals, corporations, and business entities, delivering comprehensive written plans, annual updates, and consultations. The firm does not provide discretionary portfolio management; all investment decisions remain the client’s responsibility. Its team model integrates financial planning with affiliated accounting and insurance services, serving a small active client base without charging fees based on assets under management.

Richard Durso is a CFP® with 17 years of experience at RTD Financial Advisors Inc in Philadelphia, PA, where he has worked since 2009. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he has served as the head coach of the Drexel University women's ice hockey team since 2001. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, emphasizing individualized investment policies and asset allocation with ongoing monitoring and tax-aware management.