James Beenders is a CFP® with 19 years of experience in the financial advisory industry. He has been with Tiller Private Wealth, Inc., formerly Youngs Advisory Group, Inc., since 2007. Outside of his advisory role, he manages rental properties in North Carolina. Tiller Private Wealth serves individual and high-net-worth clients as well as charitable organizations, offering discretionary investment management, financial planning, and 401(k) plan advisory services with an emphasis on long-term, asset-allocation driven strategies.

Paul Eichman is a CFP® professional with 16 years of industry experience, currently serving as an Investment Advisor Representative at Oaktree Advisors LLC. He has been with Oaktree Advisors since 2013 and has prior experience at Madison Avenue Securities and Purshe Kaplan Sterling Investments. Eichman also holds insurance licenses and is involved in sales of insurance products through Oaktree Advisors. Oaktree Advisors LLC provides personalized investment management and integrated financial planning to individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm serves a range of households, including high-net-worth and non-HNW individuals, and implements portfolios through written investment policies with diversified asset allocations.

Christian Bockrath IV is a financial advisor at Integrity Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation. His work history includes roles at Advanced Financial Partners, Eagle Fence Company, Prudential, Ithica College, and Malvern Preparatory. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations by providing financial planning and risk-protection advice. The firm’s investment approach incorporates ETF-based, model-driven asset allocation strategies managed through its affiliated investment manager, Auour Investments, to align client risk tolerance and planning goals.

Paul Juliano Jr. is a CFP® with 13 years of industry experience, currently serving at Milestone Financial Associates, LLC since 2026. He previously worked for The Vanguard Group, Inc. for 13 years. Milestone Financial Associates is a team-based registered investment adviser managing approximately $654 million in discretionary assets, offering personalized investment management and financial planning to individuals, high-net-worth clients, trusts, foundations, retirement plans, and corporations. The firm constructs tailored asset allocations using fundamental analysis and integrates financial planning into most client relationships.

Brian Cort is a CFP® and ChFC® with 25 years of experience in the financial industry. He is currently with Quadrant Private Wealth Management, LLC, where he has been employed since 2015, including prior service at Purshe Kaplan Sterling Investments, Inc. He serves as a partner advisor at Quadrant Private Wealth Management. Quadrant Private Wealth Management offers financial planning, investment management, and retirement-plan consulting to a broad client base including individuals, families, trusts, and organizations. The firm manages approximately $2.1 billion in assets and utilizes a top-down investment approach emphasizing risk management across a variety of asset classes and strategies.

Robert D. Agosta is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with IBN Financial Services, Inc., where he has worked since 2019, and has prior experience with Berthel Fisher & Company Financial Services, Inc. and R & D Investors, LLC. In addition to his advisory work, he prepares tax returns and sells Medicare supplement insurance plans. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm oversees approximately $87.65 million in assets with a team of 14 advisors and employs a variety of portfolio strategies, including dynamic allocation methods across multiple asset classes.

Rose Bernardo is a financial advisor with Wellfull who holds a Series 66 credential and has 21 years of industry experience. She has worked at Bernardo Wealth Planning LLC since 2017 and Purshe Kaplan Sterling Investments since 2016. In addition to her advisory role, Bernardo serves as COO for a startup technology company, OnBord, Inc., where she manages sales and marketing operations. 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 roughly $866 million in discretionary assets and emphasizes financial planning as the foundation for its investment approach, utilizing model-based asset allocation and multiple analysis methods.

Matthew Haraburda is a CFA® charterholder with seven years of industry experience. He is currently with Wellfull and has previously worked at Bernardo Wealth Planning, Fortress Investment Group, Radcliffe Group, and Morgan Stanley. 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 roughly $866 million in discretionary assets and employs a model-based asset allocation approach combined with multiple analysis methods to guide client portfolios.

Daniel Nemeth is a financial advisor at Oaktree Advisors LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at McDermott Investment Services LLC and Madison Avenue Securities. Oaktree Advisors LLC provides personalized investment management and integrated financial planning to individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm serves a range of households, including high-net-worth and non-HNW individuals, and implements portfolios according to written investment policy statements and asset-allocation guidelines.

Ronald Joyce Jr. is a financial advisor at IVC Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kestra Advisory Services and Kestra Investment Services prior to joining IVC Wealth Advisors. Joyce serves on the board of the Griffin Gives Foundation, a charitable organization assisting veterans and children in need, and holds leadership roles at local veterans and fraternal organizations. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm specializes in discretionary portfolio management, pension consulting, and retirement-account planning, employing tailored investment strategies that integrate fundamental, quantitative, and modern portfolio theory analyses.

Trudy Fearon is a financial advisor at Oaktree Advisors LLC with 46 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments, Lombard Advisers Incorporated, and Mass Mutual Investors Services. Outside of finance, she is the proprietor of Truly Trudy's Sweets & Treats, a candy and baked goods business. Oaktree Advisors LLC provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporations. The firm manages client accounts primarily on a discretionary basis, using a range of investment vehicles and a tailored asset allocation approach.

Michele Hewitt is a CFP® professional with three years of industry experience, currently affiliated with Wellfull. She previously worked at Bernardo Wealth Planning, Wescott Financial Advisory Group, and Asset Planning Services. Outside of her advisory role, she owns rental properties. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes financial planning as the basis for its investment approach and manages portfolios using model-based asset allocation across multiple analysis methods.

Gary Mayo is a CFP® with 44 years of experience in the financial industry. He has been with Comprehensive Asset Management since 2001 and co-founded Co-Leash in 1999. Mayo is also a shareholder and CFP at Liberty Wealth Management, where he spends significant time in sales and advisory roles. Liberty Asset Management is an SEC-registered firm serving individual investors, pension plans, charitable organizations, and private businesses. The firm focuses on strategic asset allocation using Modern Portfolio Theory, managing approximately $136.8 million across several hundred client relationships.

Julie Macdade is a financial advisor at IVC Wealth Advisors LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo Advisors, Kestra Financial, and Private Client Services. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, pension consulting, and access to insurance products. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses to develop tailored investment programs and generally manages accounts on a discretionary basis.

Mark Zinman is a financial advisor with Integrity Investment Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Comprehensive Advisors LLC since 2006 and has been involved with Zinman & Company P.C. since 1986. Outside of financial advising, he serves as president of a cellular telephone business and participates in several other ventures, including retail clothing sales and tax and accounting services. Integrity Investment Advisors, LLC serves individuals, families, trusts, non-profits, pension plans, and businesses, managing approximately $67 million across about 170 client relationships. The firm offers financial planning and portfolio management using a fiduciary approach focused on diversified, low-cost, tax-aware investments and incorporates accounting, tax, and retirement administration services into its client solutions.

James Goodhart is a financial advisor with Chancellor Financial Group WB LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Chancellor Financial Group since 2021 and previously at TCM Securities, Inc. from 2015 to 2021. Outside of advisory work, he is an insurance agent specializing in fixed insurance and annuity products. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a long-term, fundamental analysis-based investment approach, utilizing low-cost mutual funds and ETFs along with other strategies, and manages approximately $249 million in client assets.

Justin Clark is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Tiller Private Wealth, Inc. He previously worked at Evolution Financial Group and PNC Investments. Clark also works as a Senior Wealth Manager with National Life Group, providing life and health insurance advice to clients. Tiller Private Wealth, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm emphasizes a long-term, asset-allocation driven approach focused on diversification, tax sensitivity, and cost awareness, and operates six offices with approximately $730 million in discretionary assets under management.

Holly Clarke is a CFP® professional with one year of industry experience, currently serving as an advisor at Milestone Financial Associates, LLC. Her prior experience includes roles at Commonwealth Financial Network, Haas Financial Group, Baker Tilly, and Moravian College. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes asset allocation based on fundamental analysis and manages portfolios using mutual funds, ETFs, individual stocks, and bonds tailored to client objectives.

Scott Cendali is a financial advisor with IVC Wealth Advisors LLC, holding a Series 66 designation and over 11 years of industry experience. His prior work includes roles at Girard Advisory Services, Univest Bank & Trust Co, and Private Client Services. Outside of his advisory role, he is employed by Clear Employer Services, a professional employment organization. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, pension consulting, and third-party money manager selection. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses to create tailored investment programs and generally manages accounts on a discretionary basis.

John Pelcheck is a CFP® professional with over 20 years of industry experience. He has worked at Oaktree Advisors LLC since 2025 and previously spent 19 years at The Philadelphia Trust Company. Oaktree Advisors LLC provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporations. The firm develops tailored asset allocation guidelines and investment policy statements, using a variety of investment vehicles and combining publicly available research with technical analysis.