James Mcconnel is a financial advisor at Mitchell Sinkler & Starr with seven years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. His prior work includes roles at Goldman Sachs & Co. and the Montgomery School. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals, families, estates, trusts, endowments, and foundations. The firm uses a long-term, goal-based investment approach that combines top-down macro analysis with bottom-up fundamental research to build portfolios of high-quality equities, bonds, and exchange-traded funds.

Frank Campbell III is a financial advisor at Cresap, Inc. with 32 years of industry experience. He has held roles at Cresap since 2010 and previously worked at Bryn Mawr Asset Management and The Bryn Mawr Trust Co. He serves on the Pennsylvania Bankers Association Securities & Brokerage Advisory Committee and volunteers as a baseball and lacrosse coach, as well as a swimming official in Chester County. Cresap, Inc. is a five-advisor firm managing approximately $339 million, primarily serving individual retail investors. The firm offers portfolio management and advisory services through both fee-based and transaction-based formats, with a focus on non-discretionary accounts and a dual registration model that integrates broker-dealer activities and a clearing relationship with Wells Fargo.

James Messner III is a CFA® charterholder with over one year of industry experience. He currently works at Kennedy Investment Group, where he has been since 2024. Prior to this, he spent 11 years at Glenmede Investment Management, LP. Kennedy Investment Group provides wealth management and financial planning services to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis and employs a fundamentally driven, generally long-term investment approach using diversified portfolios that include mutual funds, ETFs, individual securities, options, and alternative investments.

Timothy Thomas is a financial advisor at Members Wealth LLC with 15 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at several firms including CS Planning Corp., Integrative Investing, and Hoey Investments. Outside of his advisory roles, he served at Cate School and Swell Athletic Club for eight years each. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm employs a fundamental analysis approach to long-term portfolio construction using low-cost mutual funds, ETFs, and individual securities, with regular portfolio rebalancing to align with client objectives.

Zachary Merring is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with RTD Financial Advisors Inc in Philadelphia, PA, where he has worked since 2023. His prior experience includes roles at Lincoln Financial Advisors, OmniGrowth Wealth Professionals, and William Paterson University. RTD Financial Advisors is a multi-team, SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and comprehensive retirement-plan support.

Robert Kuberski Jr. is an advisor at NewSquare Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services, Cohen & Steers, Eaton Vance Management, and Ridgeworth Capital Management. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a range of individual and institutional clients. The firm focuses on diversified, strategic asset allocation using ETFs, equities, and fixed income, and employs sub-advisors and tax-aware investment strategies within its client portfolios.

Christopher Vassallo is a CFP® professional with 13 years of experience in financial advising. He has been with RTD Financial Advisors Inc since 2010. RTD Financial Advisors serves individuals, families, and a variety of institutional clients including pension and ERISA-covered retirement plans, pooled employer plans, trusts, non-profits, and corporations. 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.

Donna Teets is a financial advisor at Almanack Investment Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including StoneBridge Advisors, Inc., Domani Wealth LLC, and United Capital Financial Advisers, LLC. In addition to her advisory work, she participates as an independent contractor in consumer product testing. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individual and institutional clients. The firm employs model asset allocation portfolios focused on diversified, risk-conscious strategies and offers a range of investment approaches including adviser-managed pooled funds and private fund platforms.

George Lex is a financial advisor at Quartz Partners Investment Management with 29 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Etico Partners, LLC, Etico Wealth Management LLC, and Dinosaur Securities. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis with bottom-up stock selection and monitors portfolios via an investment committee.

Owen Mulhern IV is a CFP® with 24 years of industry experience, currently serving at Financial Coach, a team-based firm in West Chester, PA. He has worked with FC Advisory, LLC since 2014 and has been associated with LPL Financial dba Financial Coach since 2007. FC Advisory, LLC provides financial planning and portfolio management to retail clients at various life stages through its dual-brand model: Financial Coach for retirees and near-retirees, and New Wealth Project for young families and emerging professionals. The firm customizes portfolios based on client goals, time horizon, and risk tolerance, primarily using mutual funds and ETFs, and offers both one-time plans and ongoing implementation services.

Jeffrey Walker is a financial advisor at Thrive Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Thrive Capital Management, Thrive Insurance Group, and Thrive Financial Services since 2019. Prior to that, he was employed at Bryn Mawr Trust and Citizens Securities, Inc. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm employs diversified model portfolios and fundamental analysis, working with third-party sub-advisors and unaffiliated managers to tailor investment strategies.

J Dever is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Alden Investment Group. His prior roles include positions at Patriot Financial Partners, Piper Jaffray & Co., and Morgan Stanley. He is also the founder of JDP Capital Management LLC, an investment management firm focused on small community banks. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management along with fiduciary and financial planning services. The firm utilizes a customized asset allocation approach combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform.

John Riley is a CFA® credentialed financial advisor with six years of industry experience, currently practicing at Barton Investment Management, LLC. He has been with Barton since 2006 and holds Series 63 and Series 65 licenses. Barton Investment Management provides discretionary portfolio management and advisory services to individuals, high net worth clients, retirement plans, charitable organizations, trusts, estates, and business entities. The firm employs a fundamentally driven, concentrated investment approach focused on long-term holdings and tax-efficient outcomes.

Steven Girard is a financial advisor with Northstar Financial Companies, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior firms include Cambridge Investment Research, Commonwealth Financial Network, and Longview Wealth Management. Outside of his advisory role, Girard serves as CFO of his spouse’s interior design business. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and discretionary and non-discretionary investment management. The firm employs a goals-based, fundamental investment approach using mutual funds, ETFs, equities, and fixed income, and offers equity-only model portfolios and options strategies through separately managed accounts.

Jordan Goldstein is a financial advisor with 10 years of industry experience, currently associated with 1st Financial Investment, Inc. He holds credentials as a CPA and IT Auditor Manager and serves as a board member of 1st Financial Investments, Inc. Goldstein's prior work includes roles at Endo Pharmaceuticals, Inc., Delaware River Port Authority, and Clarivate, Inc., among others. He also operates JGold Consulting, LLC. 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, offering advice on a non-discretionary basis while monitoring outside money managers.

James Harrington is a CFA® charterholder with 16 years of industry experience. He has been with Bluesphere Advisors LLC since 2018 and previously worked at Stone Toro Investment Advisors and Bluestone Capital Management. Bluesphere Advisors serves individuals, trusts, pension and profit-sharing plans, and other institutions, providing discretionary and non-discretionary investment management, financial planning, and business-transition consulting. The firm emphasizes a long-term, portfolio-driven investment approach using mutual funds, ETFs, individual equities, fixed income, and derivatives for hedging and risk management.

Eric Maslowsky is a financial advisor with Alden Investment Group, holding a Series 66 designation and 15 years of industry experience. His prior work history includes roles at Franklin Mint FCU, LPL Financial, Morgan Stanley, and PFG Advisors. He has been with Alden Investment Advisors and J. Alden Associates since 2023. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, and it provides specialized retirement program design and participant education for employer plans.

Robert Lansing is a financial advisor at Alden Investment Group with 41 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lansing holds a Series 63 designation. 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 specializes in retirement programs and executive benefits for small and mid-sized employers, using customized asset allocations and proprietary technology platforms to support comprehensive advisory services.

Brendan Keane is a Series 65-licensed financial advisor at Smithbridge Asset Management, Inc. with two years of industry experience. Prior to joining Smithbridge, he worked at TMNAS Services and has a background that includes time as a full-time student and work at the YMCA. Smithbridge Asset Management is an SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm focuses on fundamentally driven equity selection in large-cap U.S. companies, complemented by diversified fixed income and tax-efficient management, and offers both individualized account management and model portfolio solutions.

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.