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.

Christopher Chaves is a financial advisor at Beacon Bridge Wealth Partners, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, Inc. for six years prior to joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment management services to individuals, families, and entities such as family offices and trusts. The firm’s investment approach is fundamentally long-term, typically centered on ETF-based portfolios with allocations to various asset classes, and includes regular portfolio monitoring and formal reviews.

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 holds the Series 63 designation and has worked at Alden since 2021, following a five-year tenure at Wells Fargo Clearing. 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 and emphasizes customized asset allocations using proprietary and third-party strategies, supported by integrated technology platforms for unified household reporting.

Guilian Dileonardo is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Liberty One Wealth Advisors since 2021 and previously at Bank of America and Merrill from 2017 to 2021. He is also the Managing Director of Liberty One Private Risk, an insurance agency serving clients in Philadelphia. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and some institutions. The firm employs a goals-based planning process and utilizes an asset-allocation framework focused on exchange-traded funds with systematic rebalancing and offers unique strategies such as long-short direct indexing and alternative assets for suitable clients.

Stephen Topley is a financial advisor at Lansing Street Advisors with a Series 65 designation and two years of industry experience. He is also the owner of ST Accounting LLC, where he provides bookkeeping and accounting services as an independent contractor. Prior to joining Lansing Street Advisors, he worked at Centri Business Consulting, AmerisourceBergen, and Ernst & Young. Lansing Street Advisors is a team of six advisors that offers discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm primarily uses exchange-traded funds in portfolio construction and employs a long-term investment approach based on fundamental analysis, integrating financial planning and occasionally recommending third-party managers and pooled investment vehicles.

Christopher Bak is a financial advisor with Thrive Capital Management, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at Liberty Partners Financial Services, Efficient Advisors, and Boenning & Scattergood prior to joining Thrive. He is also associated with Thrive Insurance Group and Thrive Financial Services. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, providing discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm uses diversified model portfolios and fundamental analysis, incorporating third-party sub-advisors to tailor strategies and enhance diversification.

Tasha Miles is a financial advisor at Sharp Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and J Alden Associates. Outside of her advisory role, she is an independent real estate agent assisting buyers and sellers in residential and commercial transactions. Sharp Financial provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that integrates proprietary strategies with third-party quantitative analysis and daily market data.

John Gerhardt is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has worked at Radnor Capital Management, LLC since 2020 and previously spent eight years at Pennsylvania Trust Company. Radnor Capital Management serves individual and high-net-worth clients, families, trusts, institutions, and other organizations with wealth management, investment management, and consulting services. The firm employs a bottom-up, fundamental investment process focused on individual securities and concentrated equity holdings, managing approximately $855 million in discretionary assets.

Yongsheng Xu is a financial advisor at Sun Global LLC with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Citi Bank, Globalink Securities, and Transpacific Financial, where he also served as a fixed insurance agent. Sun Global LLC provides discretionary portfolio management primarily for high-net-worth individuals, using a combination of fundamental, technical, cyclical, and quantitative analysis to guide investment decisions. The firm typically holds discretionary trading authority and offers both long-term investing and short-term trading strategies.

Scott Lavelle is a CFA® charterholder and holds a Series 63 license. He is currently with Diversified, LLC and previously worked at PNC Bank for 14 years. He has one year of experience in the advisory industry. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm employs a comprehensive planning process with ongoing portfolio oversight and utilizes both third-party managers and proprietary strategies, managing approximately $2.79 billion in assets.

John Mulqueen Jr. is a financial advisor with Alden Capital, holding Series 65 and Series 63 designations and bringing 13 years of industry experience. He has worked with several firms, including Bluestone Capital Partners and MCG Securities. Outside of his advisory role, he is involved in technology and operations support through AdvizorStack and operations management with BX partners, both non-investment related activities. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, nonprofits, and other advisers, managing approximately $1.5 billion in assets. The firm employs customized asset allocation strategies combining internal management, third-party managers, and proprietary platforms to deliver unified reporting and integrated account management.

Sean Green is a financial advisor at Amplius Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has a background that includes roles in therapy services and higher education. Outside of his advisory work, he is a personal trainer with Main Line Boxing LLC. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to fee-based insurance and third-party money managers. The firm uses third-party platforms and maintains affiliations that support tailored investment solutions and operational resources.

Fan Feng is a CFP® with eight years of industry experience, currently serving at Liberty One Wealth Advisors since 2021. Prior to this, Fan worked at Bank of America, Merrill, Citizens Securities, Citizens Bank, Chubb Insurance, Gilbane Building Company, and Drexel University. Fan is a member of the Drexel University Alumni Board of Governance and is a co-trustee of a family irrevocable trust. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and some institutions. The firm follows a goals-based planning approach using an asset-allocation framework focused on exchange-traded funds, with systematic rebalancing and additional strategies including long-short direct indexing and alternative assets for suitable clients.