Steven Girard is a financial advisor with Northstar Financial Companies, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Longview Wealth Management and Cambridge Investment Research, Inc., and serves as president and sole owner of Northstar Financial Companies. Outside of advising, he is the CFO of his spouse’s interior design business. Northstar Financial Companies serves individual and high-net-worth clients, trusts, and closely held businesses with comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment approach using mutual funds, equities, fixed income, and options, and offers wrap-fee and separately managed account programs.

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 15 years of experience in the financial advisory industry. He has been with Bluesphere Advisors LLC since 2018 and previously worked at Stone Toro Investment Advisors and Stone Toro Wealth Management LLC. Bluesphere Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a long-term investment process combining fundamental and technical analysis, utilizing separately managed accounts with the ability to trade individual securities and use derivatives for hedging or additional exposure.

Eric Maslowsky is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Alden Investment Advisors, LLC and J. Alden Associates, Inc., having previously worked at PFG Advisors, Franklin Mint FCU, and LPL Financial. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management, retirement-plan advisory, fiduciary services, and standalone fee-only financial planning. The firm utilizes customized asset allocations combining proprietary strategies with third-party managers through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

Robert Lansing is a financial advisor at Alden Investment Group with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Alden Investment Group serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management as well as fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

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.

Christopher Bak is a financial advisor at Thrive Capital Management, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles within the Thrive group of companies since 2020, as well as prior experience with Liberty Partners Financial Services, Efficient Advisors, and Boenning & Scattergood. Outside the financial sector, he was affiliated with Nicks Roast Beef from 2014 to 2018. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations by providing discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm utilizes diversified model portfolios, fundamental analysis, and third-party sub-advisors to tailor client strategies and conducts formal quarterly reviews and rebalancing.

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 with Sun Global LLC, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior roles include positions at Citi Bank, Globalink Securities, and Transpacific Financial. Outside of his advisory work, he is involved as a fixed insurance agent with Transpacific Financial and Sun Global, selling fixed insurance products. Sun Global LLC provides discretionary portfolio management services primarily to high-net-worth individuals, using a structured risk questionnaire and Investment Policy Statements to guide its approach. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis across various investment strategies and offers performance-based fee options, market newsletters, and educational webinars.

John Mulqueen Jr. is a financial advisor at Alden Capital with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with 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 for the BX partners OCIO platform. Alden Capital Management serves a diverse client base, including high-net-worth individuals, retirement plans, non-profits, and other advisers, managing approximately $1.5 billion in assets. The firm employs a customized asset allocation approach, combining internally managed strategies, third-party managers, and model portfolios, delivered via its Alden COVE platform which integrates household reporting and 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.

William Kreicker is a CFA® charterholder with nine years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Co. from 2001 to 2018. Chadds Ford Wealth Partners is an employee-owned wealth management firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers customized financial planning and investment management, utilizing strategic and tactical asset allocation across various asset classes and incorporating client ESG preferences through independent research providers.

Fan Feng is a CFP® with eight years of industry experience and currently serves at Liberty One Wealth Advisors in Philadelphia. Before joining Liberty One Wealth Advisors in 2021, Feng held roles at Bank of America, Merrill, Citizens Securities, Citizens Bank, Chubb Insurance, and Gilbane Building Company. Feng is also a board member of the Drexel University Alumni Board of Governance. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, retirement accounts, and some charitable and institutional clients. The firm employs a goals-driven asset allocation approach using exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client risk tolerance and cash-flow needs.

Andrew Bucksner is a CFP® with 10 years of experience in the financial industry. He is currently with Wick Capital Partners, LLC and previously worked at Archetype Advisors, LLC, among other firms. Wick Capital Partners provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets, using a blend of active and passive strategies guided by fundamental analysis, and offers integrated financial planning and retirement-plan consulting under ERISA frameworks.

Peter Toscani is a CFP® and CFA® with six years of industry experience. He has worked at Mitchell Sinkler & Starr since 2019 and previously at Chartwell Investment Partners from 2016 to 2019. He is based in Philadelphia, PA. Mitchell Sinkler & Starr serves high-net-worth individuals, families, estates, trusts, endowments, and foundations, employing a long-term, goal-based investment approach that combines top-down macro analysis with bottom-up fundamental research. The firm manages approximately $1.79 billion and focuses primarily on non-discretionary advisory relationships.

Robert Welch is a financial advisor at Veery Capital, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Veery Capital since 2013. Outside of his advisory role, he oversees tenant and maintenance relationships for a real estate limited partnership. Veery Capital serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans with discretionary investment management and financial planning services. The firm emphasizes strategic asset allocation primarily through ETFs and passive mutual funds, tailoring portfolios to client goals and risk tolerance with ongoing monitoring and periodic reviews.

David Webster is a financial advisor at Axiom Asset Management in Wayne, PA, holding a Series 66 designation with 18 years of industry experience. He has been with Axiom Asset Management since 2013 and also holds a concurrent role at Purshe Kaplan Sterling Investments. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning services for individuals, high-net-worth clients, trusts, estates, corporations, and employee retirement plans. The firm employs a client-specific, profile-driven investment approach using a variety of strategies and analytical methods, with an emphasis on asset allocation, security selection, and tax considerations.

Lillia Smith is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with RTD Financial Advisors Inc and previously worked at Corient and Radnor Financial Advisors, among other firms. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. 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.

Kristen Voigtsberger is a financial advisor with Certior Financial Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at MyWallSt Advisory LLC and Hoey Investments, Inc. She is based in King of Prussia, PA. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a multi-disciplined financial planning approach combined with discretionary portfolio management, utilizing both active and passive strategies and third-party sub-advisers.