Matthew Resch is a financial advisor with Alden Investment Group, holding a Series 63 license and 24 years of industry experience. His prior roles include positions at PNC Capital Markets, Ambassador Partners, and Ambassador Financial Group, where he was also founder and managing partner of Ambassador Financial Group, LLC. He is a 12.5% owner and director of Argyle Capital Management, LLC, though he is not involved in its daily operations or investment decisions. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside fiduciary and financial planning services. The firm uses a proprietary investment approach combining its Alden Capital Management strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technology and service providers.

Hannah Marin is a financial advisor at Grey Fox Wealth Advisors, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Grey Fox Wealth Advisors, she worked at The Vanguard Group and held roles at Athleta and Tristate Financial Advisors. Marin also served in the Army National Guard from 2016 to 2022. Grey Fox Wealth Advisors is a Delaware-registered firm that serves individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages approximately $699 million in client assets, offering discretionary investment management, financial planning, and retirement plan consulting with customized portfolios focused on low-cost mutual funds and ETFs.

Mark Eggleston is a CFP® certificant with six years of industry experience, currently with RiversEdge Advisors since 2024. He previously worked at myCIO Wealth Partners for six years and held positions at JP Morgan Bank and the University of Delaware. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs an investment approach based on modern portfolio theory, utilizing ETFs and strategic asset allocations tailored to client goals and risk tolerances.

Kevin Harper is a financial advisor at Almanack Investment Partners with 16 years of industry experience. He holds a Series 65 designation and has been with Almanack since 2016. Harper is also affiliated with Gadsden, LLC, where he has worked since 2018. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm uses a model-driven, risk-conscious approach to asset allocation and manages a range of strategies, including adviser-managed pooled vehicles and private funds.

Amanda Graf is a financial advisor at Presilium Private Wealth, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Cello Health. Outside of financial advising, she works as an independent contractor driver for Uber Technologies, Inc. Presilium Private Wealth is a discretionary investment adviser managing over $670 million for individuals, trusts, retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and business consulting services. The firm utilizes a fiduciary, client-centered approach that combines fundamental analysis with both passive and active strategies across a diverse investable universe.

Michael Church is a financial advisor at Addison Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nest Investments BD LLC and Nest Investments LLC since 2016 and 2018, respectively. He is also the Managing Partner of Numismatic LLC, a role he dedicates approximately 16 hours per month to. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor portfolios across a broad range of asset classes, managing accounts on both discretionary and non-discretionary bases.

James Gowen II is a CFA® charterholder with over 11 years of experience in the investment industry. He is currently with Radnor Capital Management, LLC and has previously worked at Spouting Rock Asset Management and Kalmar Investments. Gowen serves as a compensated trustee for families and as a trustee for the Diomedes Foundation trust managed by Radnor Capital; he also participates on the investment committee of the HMS School, a local nonprofit in Philadelphia. 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 typically constructs concentrated equity portfolios with a contrarian, core style approach.

Ashley Gardiner is a financial advisor at Praetorian Guard, a division of Praetorian Wealth Management, Inc., holding a Series 65 credential. She has zero years of industry experience and previously served as a United States Army Officer from 2014 to 2025. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages over $598 million across various client relationships and employs a research-driven approach combining fundamental and cyclical analysis.

Douglas Swope is a CFP® with 24 years of industry experience, currently serving at Stillwater Capital Advisors, LLC. He has worked at Stillwater since 2009 and joined CapFinancial Partners, LLC. (CAPTRUST) in 2026. Stillwater Capital Advisors serves individual and high-net-worth clients, as well as pension and endowment plans, charitable organizations, and corporate accounts. The firm offers discretionary portfolio management, non-discretionary investment advice, and pension/endowment services, utilizing a combination of fundamental and cyclical analysis alongside strategic asset allocation.

Jason Ray is a financial advisor at Zenith Wealth Partners in Philadelphia, PA, holding Series 63 and 66 designations with 11 years of industry experience. His prior roles include positions at Zenith Solutions, LLC, Carnegie Wealth Management, LLC, Strategic Financial Alliance, FS Investment Solutions LLC, and Fs2 Capital Partners, LLC. He is involved with several nonprofit organizations, serving on the boards of Vetri Community Partnerships, Students Run Philly Style, Cobbs Creek Foundation, and the Leon H. Sullivan Charitable Trust. Zenith Wealth Partners provides wealth planning and investment management services to individuals, small businesses, and charitable organizations. The firm employs both active and passive investment strategies using multiple methods of analysis and offers services including financial planning, discretionary portfolio management, retirement plan consulting, and business advisory support.

William Wylie Jr. is a financial advisor at Mitchell Sinkler & Starr with 35 years of industry experience. He has been with the firm since 1980. Mitchell Sinkler & Starr serves high-net-worth individuals and families, as well as estates, trusts, endowments, and foundations, providing separately managed portfolio services and financial advice. The firm emphasizes long-term, goal-based investing with a combination of top-down macro analysis and bottom-up fundamental research.

Jonathan Smith is a CFA® charterholder with 22 years of industry experience. He has been with DT Investment Partners, LLC since 2011. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tailor investment strategies according to client risk profiles.

Jared Quereau is a financial advisor at Baldwin Investment Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baldwin since 2020, previously employed at Bb&T Securities, LLC. Outside of his advisory role, he serves as a board member for the Joanna Furnace Historical Club, where he assists with maintaining the club’s grounds and farmhouse. Baldwin Investment Management provides portfolio management, financial planning, and access to private funds for individuals, high-net-worth clients, trusts, estates, and various institutional clients. The firm combines fundamental, technical, and cyclical analysis with a proprietary quantitative stock-selection model to manage customized investment portfolios.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.

Stephen Mcguire is a CFA® charterholder and Series 63 licensee with one year of industry experience. He currently serves as an advisor at Wealthcare Advisory Partners LLC and previously worked at Bank of China from 2015 to 2020. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term oriented portfolios that include a range of investment options.

Mark Kaskey is a financial advisor at Wedbush Securities Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Kaskey also operates MJB Wealth Management Group as a marketing name for his securities business at Wedbush Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers a range of brokerage and SEC-registered advisory services, combining broker-dealer, capital markets, custody, clearing, and prime services with managed account solutions.

John Jandrasits is a financial advisor at Girard Advisory Services, LLC with three years of industry experience and a Series 65 credential. His prior roles include positions at Univest Bank and Trust Co and SEI Investments Company. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm uses a proprietary research process and an Investment Committee to tailor portfolios through a diversified approach that includes equities, fixed income, mutual funds, ETFs, and specialized strategies, serving both individual clients and plan sponsors.

Grant Rawdin is a CFP® professional with 34 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 1987. He holds a Series 63 license and is based in Philadelphia, PA. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process supported by individualized Investment Policy Statements.

Jesse Pellegrino is a financial advisor at Wealthcare Advisory Partners LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at IAM Advisory LLC, Investment Advisors Asset Management, LLC, and Royal Alliance Associates, Inc. prior to joining Wealthcare. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary Wealthcare software and combines evidence-based, quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

John Reilly is a CFA® charterholder with 14 years of industry experience. He has been with 1919 Investment Counsel, LLC since 2005. The firm provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. 1919 Investment Counsel constructs customized portfolios focused on mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, and operates as a subsidiary of Stifel Financial Corp.