Douglas Pyle is a Series 65-licensed advisor with Radnor Capital Management, LLC, where he has worked since 2012, totaling 13 years in the industry. He serves as co-trustee for two investment-related trusts. Radnor Capital Management provides consulting, investment management, and wealth management services to individuals, families, trusts, businesses, foundations, religious organizations, and other institutions. The firm offers customized high-net-worth portfolios and a structured Small-Midcap equity product, focusing on bottom-up, fundamental security analysis and concentrated equity holdings.

Victoria Abaev is a CFP® professional affiliated with WealthFD and has nine years of prior experience at Aspiriant and five years at Blue Summit Wealth Management. She has been with WealthFD for one year as part of a five-advisor team. WealthFD serves individuals, high-net-worth clients, and retirement plans with portfolio management, comprehensive financial planning, and pension consulting. The firm integrates accounting and advisory services, offering tax preparation, personal bookkeeping, and tax-planning alongside investment management.

Jason Dorfman is a financial advisor with Nest Egg in Conshohocken, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at The Vanguard Group for two years and at Hand and Stone Franchise Corp for four years. Dorfman is also a licensed representative of Nest Insurance LLC, a subsidiary of Nest Egg. Nest Egg provides discretionary investment management primarily using ETFs, mutual funds, and annuities for individuals, corporations, trusts, nonprofits, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models combined with technical, fundamental, and cyclical analysis to manage portfolios on a discretionary basis with limited face-to-face contact.

Charles Smith Sr. is a financial advisor with DT Investment Partners, LLC and holds a Series 65 designation. He has one year of industry experience, having joined DT Investment Partners in 2026. Prior to his advisory role, he spent eight years in education at the University of Scranton, Conestoga High School, and Valley Forge Middle School. DT Investment Partners provides discretionary and non-discretionary investment management and comprehensive financial planning to a diverse clientele including individuals, high-net-worth clients, and institutions. The firm employs an active management approach that integrates fundamental and technical analysis to adjust asset allocations across multiple asset classes and offers various model portfolios.

Stephen Paul is a CFP® and holds a Series 65 license, with seven years of experience in the financial industry. He has been with Wick Capital Partners, LLC since 2019 and also operates as a self-employed accountant providing tax compliance and consulting services. Wick Capital Partners offers personalized asset management and financial planning to a diverse client base, managing approximately $930 million in discretionary assets. The firm integrates fundamental analysis with both active and passive investment strategies and provides services that include discretionary portfolio management and retirement-plan consulting.

Lamont Brown is a financial advisor at Odyssey Capital Advisors Inc. with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Saxony Securities and Kestra Advisory Services, among others. Outside of advising, he is involved with Lankenau Holdings, LLC, a real estate investment company. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment strategies based on clients’ goals and risk tolerances, employing various approaches including long-term holdings, trading, and option strategies.

Kyle Hill is a CFP® professional with 25 years of industry experience, currently serving at Diversified, LLC. His career includes over two decades at Diversified in various capacities, as well as roles at Purshe Kaplan Sterling Investments and Securities Service Network. Outside of advising, he holds a fixed/traditional insurance agent license. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and uses a two-phase planning process tailored to client objectives and risk tolerances.

Kyle Pettigrove is a financial advisor at Tanager Wealth Management with 10 years of industry experience. He holds the Series 65 designation and worked at Wiley Group from 2014 to 2016 before joining Tanager Wealth Management in 2016. Outside of advising, he is a partner at Crowded Castle Brewing Company, where he assists with marketing and distribution. Tanager Wealth Management serves individual and high-net-worth clients, trusts, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to independent investment managers. The firm uses an asset-allocation framework with fundamental analysis and actively manages accounts, including relationships with independent managers, with notable accommodations for a significant non-U.S. client base.

Theodore Poppe is a CFA® charterholder with 10 years of industry experience. He is currently with Grey Fox Wealth Advisors, LLC and has previously worked at Orion Portfolio Solutions, Brinker Capital, BrightHouse Securities, and MetLife Securities. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm uses an academic, long-term oriented investment approach combining fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Richard Hamilton Jr. is a financial advisor at Hamilton-Bates Investment Research, Inc. with 25 years of industry experience. He has been with Hamilton-Bates since 1998 and has maintained a long-term involvement with Rolling Green Golf Club since 1978. Hamilton-Bates Investment Research, Inc. advises individuals, pension and profit-sharing plans, charitable organizations, and businesses through individualized portfolio management and model portfolio programs. The firm uses a combination of fundamental, technical, quantitative, and asset-allocation techniques, offering both long-term and shorter-term trading strategies.

Daniel Elser is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Ballast Financial Advisors, LLC since 2019 and previously held roles at Ameriprise Financial and Keystone State Insurance. Outside of his advisory role, he is involved in personal home and auto insurance sales. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, and retirement plan consulting using a range of investment strategies and analytical methods tailored to each client.

Mildred Louise Santos is a CFP® professional with 14 years of industry experience, currently serving at Common Cents Planning. Her work history includes roles at The Vanguard Group, PNC Investments, Santander Securities, and LPL Financial. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning, managing approximately $542 million across about 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to create tailored portfolios, providing both discretionary and non-discretionary supervision.

Ryan Cross is a CFP® with five years of industry experience and is associated with Clariti Wealth Advisors in Wilmington, DE. He has concurrently worked with Schiavi + Dattani, J.P. Morgan Securities Inc., and JPMorgan Services Inc. since the early 2000s. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in assets. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and real assets, using both active and passive strategies, and integrates financial planning with investment management through its Financial Plan Management service.

Julia Hopson is an advisor at Odyssey Capital Advisors Inc. with a Series 65 designation and one year of industry experience. Prior to joining Odyssey, she held roles at Pitcairn Trust Company and has experience working in other sectors including fitness at CorePower Yoga and hospitality at Village Brewing Co. Additionally, she has been involved with Temple University over multiple years. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment programs using fundamental analysis and a range of strategies while offering ongoing portfolio monitoring and coordinating with third-party managers.

Andrew Giannone is a CFA® charterholder with 11 years of industry experience. He is currently with Alden Capital, where he has worked since 2020, and has prior experience at Allio Advisers LLC and Bluestone Capital Management. Giannone also serves as a training consultant at Forefront Analytics and GKFO, providing employee training on investment-related topics. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and non-profit entities, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing a blend of proprietary asset allocation portfolios, third-party managers, and model portfolios through its Alden COVE platform.

James Nelson is a CFP® with seven years of industry experience, currently serving as an advisor at Affinity Wealth Management LLC. His prior experience includes roles at Merrill and Raymond James Financial Services. Nelson is also a licensed insurance agent in Wilmington, Delaware. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans with a primarily long-term investment approach that combines various analytical methods to build customized portfolios.

Miguel Biamon is a financial advisor at NewSquare Capital, LLC with 23 years of industry experience. He has held roles at NewSquare Capital since 2018 and previously worked at Blue Bell Private Wealth Management from 2016 to 2018. He holds Series 63 and Series 65 credentials. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of pension and trust plans. The firm emphasizes diversified, strategic asset allocation using exchange-traded funds, equities, and fixed income, supplemented by sub-advisory partnerships and tax-aware investment strategies.

Cortright Wetherill III is a financial advisor with Wick Capital Partners, LLC and holds a Series 65 designation. He has seven years of industry experience, including prior roles at Red Rocks Group and Drexel University. He has been with Wick Capital Partners since 2019. Wick Capital Partners provides 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 and employs a combination of fundamental analysis, active and passive strategies, and integrated financial planning.

Lawrence Hollin is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. He holds a Series 63 designation and has worked at Invicta Capital, SSG Capital Advisors, LLC, and CV Brokerage Inc. Outside of his advisory role, he is involved in business consulting through Arch Street Advisors. Invicta Advisors provides portfolio management, financial planning, and targeted consulting to individuals, pension plans, charitable organizations, and corporations. The firm combines fundamental, quantitative, and qualitative analysis in its investment approach and offers a range of advisory arrangements, including discretionary and non-discretionary services.

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