Joshua Grimes Avery is a financial advisor at Northstar Financial Companies, Inc. with three years of industry experience. He holds Series 65 and Series 63 credentials and has worked at BlackRock and Blackrock Investments, LLC. Prior to his finance career, he was employed at Barnes & Noble for five years. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and both discretionary and non-discretionary investment management across taxable and retirement accounts. The firm employs a goals-based, fundamental investment approach using mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.

Ryan Babeuf is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Edge Wealth Management, LLC since 2007, where he is part of a team of six advisors based in Havertown, PA. Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing discretionary investment management alongside limited financial planning and consulting services. The firm employs a fundamental analysis approach to portfolio construction, incorporating various equity and fixed-income instruments tailored to client objectives.

Daniel Mccusker Jr. is a CFP® with 26 years of industry experience, currently serving as an advisor at Meridian Wealth Partners, LLC since 2017. His prior roles include positions at Hj Wealth Management, Elko Financial Advisors, Commonwealth Financial Network, and Cincinnati Analysts, Inc. He also works as an insurance consultant outside of his advisory practice. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients through a ten-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Ryan Vermillion is a financial advisor at Vermillion & White Wealth Management Group with 19 years of industry experience. He holds a Series 66 designation and has been with Vermillion & White since 2013. Outside of his advisory role, he serves as a part-time middle school football coach in the Owen J. Roberts School District. Vermillion & White Wealth Management Group provides portfolio management, financial planning, and pension consulting services to individuals, institutions, and charitable organizations. The firm emphasizes aligning portfolios with clients’ risk tolerance and objectives through asset allocation, diversification, and ongoing monitoring, managing approximately $231 million across several hundred accounts.

Sean Gallagher is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Thrive Wealth Management since 2023 and previously held roles at Mass Mutual Greater Philadelphia and Temple University. Prior to entering the financial industry, he spent over a decade in primary and secondary education. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors by providing investment management, financial planning, and retirement consulting services. The firm employs client-specific strategies using a variety of model portfolios and investment vehicles, with an emphasis on tax-aware management and regular portfolio reviews.

Lin Fei is a financial advisor with Sun Global LLC and holds a Series 65 designation. Lin has extensive work history including 24 years at Colgate and has been involved with Stillwell Investment LLC and Fax Realty LLC for over a decade. Lin is currently retired. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individuals, using a risk questionnaire and Investment Policy Statements to guide investment decisions. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis with long-term investing, short-term trading, and options strategies.

Gregory Dob is a CFP® professional with two years of industry experience, currently serving at Kitching Partners, LLC. Prior to this, he was with GKFO, LLC for 14 years. Kitching Partners advises individuals, high-net-worth families, trusts, charitable organizations, and corporations, offering fee-only investment management alongside family enterprise services such as family governance, estate planning, philanthropic advising, and strategic business consulting. The firm uses asset-allocation frameworks that combine fundamental research with quantitative methods, integrating both active and passive strategies, and considers cross-border and tax-related factors in its management approach.

Bret Elam is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been associated with Thrive Insurance Group, Thrive Capital Management, and Thrive Financial Services since 2011. Outside of his advisory work, Mr. Elam serves as Vice President of Colony Pools Service of PA, a swimming pool maintenance and servicing company. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations. The firm employs a fundamental-analysis approach with diversified model portfolios and offers access to third-party managers, managing approximately $398 million for nearly 600 clients.

Gary Gallagher is a financial advisor with Certior Financial Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked with Mutual Securities, Inc. and Voya Financial Advisors, Inc. before joining Certior Financial Group, where he has been since 2016. Outside of financial advising, Gallagher is involved with Trinity Christian UCC as a member of its finance, property, and community committees, and he is a partner in an organic composting business. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a broad client base, including individuals, trusts, and business entities. The firm combines hands-on financial planning with discretionary portfolio management, using both active and passive investment vehicles, third-party sub-advisers, and conducts regular client reviews to adjust strategies based on market conditions and client needs.

Yousef Almbaid is a CFP® and Series 65-licensed financial advisor with three years of experience, currently with TGS Financial Advisors. Prior to joining TGS, he spent time at Haverford College and Ramallah Friends School. TGS Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants through discretionary investment management and financial planning, utilizing mutual funds, ETFs, sub-advisors, and various strategies while offering both discretionary and non-discretionary engagements.

David Benfer is a CFP® with 32 years of industry experience, currently serving as an advisor at Veery Capital, LLC. He has worked at Purshe Kaplan Sterling Investments, Inc. since 2018 and previously spent six years with Cambridge Investment Research Advisors, Inc. Benfer also provides financial education and one-on-one planning to 401(k) plan participants through the WellCents program. Veery Capital, LLC offers investment advisory and financial planning services to individuals, families, and institutions, managing approximately $802 million in assets. The firm uses a modern portfolio theory-based approach with strategic asset allocation primarily through ETFs, supplemented by other investment vehicles, and delivers services through a team of six advisors.

Heath Goldstein is a financial advisor with 1st Financial Investment, Inc. in Philadelphia, PA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His background includes roles at Vestech Securities Inc. and engagement with multiple financial and insurance businesses. Outside of advising, he is active in volunteer emergency services and serves in leadership roles with the Chinchilla Hose Company, amateur radio and pilot clubs, and holds elected office as a judge of elections. 1st Financial Investment, Inc. provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach using passive index funds and ETFs complemented by active management where appropriate, with advisory services delivered on a non-discretionary basis.

Robert Young II is a financial advisor with Sentinel Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach combining fundamental, technical, and cyclical analysis, and provides ongoing portfolio monitoring with formal quarterly reviews.

Gavin Maurer is a CFP® at RTD Financial Advisors Inc with one year of industry experience. He previously worked at Bent Creek Country Club from 2018 to 2022 before joining RTD Financial Advisors. RTD Financial Advisors is a SEC-registered, multi-team firm serving individuals, families, and institutional clients including pension plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, utilizing individualized investment programs and a structured retirement-plan practice with fiduciary investment management and pooled employer plan services.

Rachel Moran is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 13 years of industry experience. She holds a Series 65 designation and has been with RTD Financial Advisors since 2013. 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 offers life-centered financial planning, personalized investment management, and fiduciary consulting, using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Anthony Falco Jr. is a financial advisor at Alden Investment Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MCG Securities and FSC Securities Corporation. He is also involved in life insurance sales on a limited basis. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm offers customized asset allocations using proprietary strategies and third-party managers and is known for its use of the Alden COVE platform and integration with Pontera to extend discretionary oversight to held-away assets.

Donald Jones is a CFP® and CPA with 27 years of experience in the financial industry. He has worked at firms including Verus Capital Partners, LPL Financial, and Avantax Advisory Services. In addition to his advisory role, he owns a tax preparation firm serving individuals and businesses. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base including high-net-worth individuals, trusts, corporations, and retirement plans. The firm employs a long-term, low-turnover investment strategy using primarily actively managed equity mutual funds and index bond funds, integrating tax preparation and planning services alongside portfolio management.

Sean Flatley is a CFP® and holds a Series 66 license, with 26 years of industry experience. He has been with Sterling Investment Advisors Ltd. since 2000 and also worked at Purshe Kaplan Sterling Investments from 2011. Outside of his advisory work, he is a musician and serves as chairman of a networking group within the Irish American Business Chamber & Network. Sterling Investment Advisors, Ltd. provides discretionary portfolio management, retirement plan consulting, and financial planning to individuals, pension plans, charitable organizations, and business entities. The firm manages nearly $1 billion in assets and employs a range of investment vehicles including equities, fixed income, mutual funds, ETFs, derivatives, and cryptocurrency-related products.

William Stanley is the sole advisor at Stanley-Laman Group Ltd. in Berwyn, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience and has been with Stanley-Laman Group since 1991. Stanley-Laman Group serves both individual clients, including high- and ultra-high-net-worth individuals, and institutional clients such as pension plans, charitable institutions, and corporations. The firm offers portfolio management and financial planning services, utilizing a combination of bottom-up screening with proprietary software and top-down market research, and operates several private pooled funds alongside an affiliated broker-dealer and a specialty law firm.

Andrew Schaffer is a CFP® with 10 years of industry experience. He has worked at Ellis Investment Partners, LLC since 2021 and previously spent six years at The Vanguard Group, 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 and emphasizes diversification and tax-aware management, providing a range of investment options including mutual funds, ETFs, stocks, bonds, and options.