Keith Traynor is a CFP® with 34 years of industry experience and has been with Traynor Capital Management since 2005. He is based in Malvern, PA, and holds Series 63 and Series 65 licenses. Traynor Capital Management provides portfolio management, financial planning, retirement plan and corporate consulting, and business-funding consulting to individuals, corporate retirement plans, foundations, and other institutions. The firm manages approximately $1.85 billion in client assets and emphasizes direct equity ownership with customized portfolios monitored and rebalanced regularly to align with client objectives.

Patricia Brennan is a Certified Financial Planner® with 40 years of industry experience and serves as President and CEO of Key Financial, Inc. She has been with Key Financial since 1990 and also holds a longstanding role with OSAIC. Outside of her advisory work, she is an author and serves on several nonprofit boards, including Turks Head Health Services and Connect Through Cancer. Key Financial, Inc. offers comprehensive financial planning and portfolio management services for individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes a long-term, asset-allocation-driven investment approach using diversified mutual funds and ETFs, combining planning with ongoing portfolio monitoring and rebalancing.

James Quillen is a CFP® professional with six years of industry experience, currently serving as an advisor at Alden Investment Group. His prior roles include positions at Truist Advisory Services, Inc. and BB&T Wealth. Alden Investment Advisors serves a diverse client base, including high-net-worth individuals, retirement plans, non-profits, and other advisors. The firm offers discretionary and non-discretionary portfolio management, fiduciary services, and fee-only financial planning, emphasizing customized asset allocations through its proprietary strategies and third-party managers delivered via its Alden COVE platform.

Sanjay Pawar is a CFP®, CFA®, and Series 66 licensed advisor at BlueSphere Advisors LLC with 21 years of industry experience. He has been with BlueSphere since 2016. Outside of advisory work, he is involved in commercial real estate ownership. BlueSphere Advisors serves individuals, trusts, pension and profit-sharing plans, and other institutions by providing discretionary and non-discretionary investment management, financial planning, and business-transition consulting. The firm employs a primarily long-term, portfolio-driven investment approach using institutional mutual funds, ETFs, individual equities, fixed income, and derivatives for hedging and exposure management.

Garret Desjardins is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience. He has worked at RTD Financial Advisors, Inc. since 2019 and previously spent five years at Compass Financial Solutions. RTD Financial Advisors serves individuals, families, and institutional clients, offering life-centered financial planning, personalized investment management, and fiduciary consulting for retirement plans and trusts. The firm employs an asset-allocation driven approach with ongoing monitoring, tax-aware management, and provides both discretionary and non-discretionary services.

Evan Hewitt is a CFP® and Series 65 credentialed advisor with Compass Ion Advisors, LLC, where he has worked since 2018. He has six years of industry experience and previously worked at Eastern University for two years. Hewitt is the founder and director of the Heartwood Foundation, an education nonprofit based in King of Prussia, PA. Compass Ion Advisors serves individuals and families, including high-net-worth clients, as well as trusts, retirement plan sponsors, colleges, schools, charitable organizations, and other entities. The firm provides integrated financial planning, investment advisory services, and retirement plan consulting, managing approximately $1.59 billion across discretionary and non-discretionary accounts through a team-driven advisory model.

Lee Calfo is a financial advisor at Alden Investment Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has held leadership roles as CEO at multiple affiliated firms, including J Alden Associates, Alden Capital Management, and Equalize Capital. He currently serves as President and CEO of Alden Investment Group. Alden Investment Advisors serves a diverse client base including high-net-worth individuals, retirement plans, non-profits, other advisors, and pooled vehicles. The firm offers discretionary and non-discretionary portfolio management, retirement-plan advisory and fiduciary services, and standalone fee-only financial planning, utilizing customized asset allocations that combine proprietary strategies with third-party managers through its Alden COVE platform.

Gavin King is a financial advisor at Northstar Financial Companies, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in both financial services and other fields, including private handyman work and roles at Mathnasium and Artistic Pizza prior to his current positions. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and investment management services. The firm uses a goals-based, fundamental investment approach across various asset types and offers specialized strategies through its proprietary models and sub-advisory relationships.

Deborah Davis is a CFP® with 22 years of industry experience, currently serving as an advisor at Alden Investment Group since 2022. She previously worked at Commonwealth Financial Network for six years. Outside of her advisory role, Deborah is a licensed realtor with Coldwell Banker Realty and is involved in Medicaid planning and long-term care insurance through the Krause Agency. Alden Investment Advisors provides 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, using a customized asset allocation approach that integrates proprietary strategies and third-party managers.

Jacob Cohen is a financial advisor with Axiom Asset Management in Wayne, PA. He holds a Series 65 credential and joined Axiom in 2025. Prior to his advisory role, Cohen spent several years with professional basketball teams including Maccabi Tel Aviv BC, Obradoiro CAB, and Maccabi Ashdod BC. Axiom Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering both portfolio management and comprehensive financial planning. The firm uses a customized, household-based investment process and employs a value, growth, contrarian, and opportunistic approach combined with fundamental and quantitative analysis.

Samuel Carpin is a financial advisor with Ellis Investment Partners, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Ellis Investment Partners since 2013 and previously at Comprehensive Asset Management & Servicing and APW Capital, Inc. Outside of his advisory role, he is an insurance agent with The Carpin Group, where he is involved in sales and maintenance of insurance policies. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing discretionary and non-discretionary portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client risk tolerance and objectives, emphasizing diversification and tax-aware management.

John Ulrich III is a financial advisor at Cresap, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with BMT Asset Management since 2015. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm offers portfolio management and advisory services in both fee-based and transaction-based formats, with a focus on non-discretionary account management and an affiliated clearing relationship with Wells Fargo.

Lisa Leatherman is a financial advisor at Wellfull with 25 years of industry experience and holds a Series 66 designation. She has worked at Bernardo Wealth Planning since 2021, and previously spent 16 years at Cetera Financial Specialists LLC and 21 years at Seitz & Leatherman LLC. In addition to her advisory role, Leatherman serves as president of DUNLAPSLK, an accounting practice. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages approximately $866 million in discretionary assets and emphasizes financial planning as the basis for its model-based asset allocation approach.

Stephen Stulb is a financial advisor with Ironview Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Ironview since 2014 and has owned Colony Lane Capital, LLC since 2020, where he is involved in the evaluation and sale of fixed insurance products. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis with a range of investment strategies, including options and alternative investments, and manages approximately $1.39 billion with a team of eight advisors.

Kevin Holt is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Market Street Wealth Management. He has worked with Market Street Wealth Management since 2011 and has additional experience with USA Financial Securities Corporation, Market Street Financial Group, and Principal Life Insurance. Outside of his advisory role, Holt owns and operates Method Hockey, LLC, a sports training business. Market Street Wealth Management is an SEC-registered advisory firm that serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement-plan advisory, and access to an automated managed-account program on Fidelity’s platform. The firm’s investment approach focuses on long-term fundamental analysis and diversified portfolios tailored to client goals and risk tolerance.

Kenneth Ambrogi is a financial advisor with Meridian Wealth Partners, LLC, holding a Series 65 designation and eight years of industry experience. He has been with Meridian Wealth Partners since 2017 and previously worked at Meridian Bank for one year. Meridian Wealth Partners is a registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $1.26 billion for about 697 clients through a team of nine advisors, using a long-term, diversified investment approach based on modern portfolio theory and efficient-market hypothesis.

Jacky Petit Homme is a CFP® with 12 years of experience in financial advising. He currently works at Liberty One Wealth Advisors and has prior experience at Bank of America and Merrill. He serves as an advisory board member for Big Brothers Big Sisters, contributing to volunteer recruitment and resource facilitation, and is a managing director at Liberty One Private Risk, providing insurance solutions. Liberty One Wealth Advisors offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a goals-driven asset allocation approach with exchange-traded funds, periodic rebalancing, and ongoing portfolio oversight tailored to client needs.

Michael Ptaszenski is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Thrive Wealth Management, LLC since 2013. He holds Series 63 and Series 65 licenses. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting services. The firm employs client-specific strategies using a mix of model portfolios, mutual funds, ETFs, individual securities, and, in select cases, private and interval funds, emphasizing tax-aware management and regular portfolio review.

David Gibbs is a financial advisor at Alden Investment Group with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is involved in fixed insurance sales unrelated to securities. Alden Investment Advisors provides portfolio management and fee-based financial planning to a diverse client base, including high-net-worth individuals, advisors, retirement plans, nonprofits, and institutional clients. The firm emphasizes customized asset allocations through proprietary strategies and third-party managers, and employs technology platforms to integrate held-away account management and support fiduciary services for employer plans.

Thomas Greco is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Concentus Wealth Advisors since 2014. He holds Series 63 and Series 66 licenses and is based in Newtown Square, PA. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified investment approach with multiple analysis methods and offers customized planning modules across various financial areas.