Ryan Ruark is a financial advisor at Candlelight Financial Solutions with three years of industry experience. He holds a Series 66 designation and has worked at firms including Integrity Alliance, LLC and Lion Street Advisors. Outside of his advisory work, Ruark serves as a volunteer board member for the JT Dorsey Foundation and is a committee member of The Foundation for Enhancing Communities. Candlelight Financial Solutions is a registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and municipal entities. The firm uses fundamental analysis and modern portfolio theory to implement strategies tailored to clients’ goals and risk tolerances and offers a monthly newsletter as part of its client communications.

John Abood is a CFP® with 30 years of industry experience, currently serving as an advisor at Investment Management & Planning LLC since 2006. He has also been associated with LPL Financial since 2003. In addition to his advisory roles, he is involved with Abood Financial, Inc., a business entity related to his financial activities. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients. The firm offers portfolio management on both discretionary and non-discretionary bases, utilizing mutual funds, ETFs, equities, and fixed income, with an emphasis on individualized asset allocation and ongoing account supervision.

Thomas Larocca is a CFP® and ChFC® with 26 years of industry experience. He has been with JPL Asset Management and Planning, LLC since 2008. Outside of his advisory work, he owns Root Em In Racing LLC, a horse breeding and racing business. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm uses traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, requiring client approval before trades.

David Summers is a financial advisor at Eagle Investment Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Eagle Investment Advisors since 2006. Eagle Investment Advisors provides discretionary and limited non-discretionary portfolio management and financial advice to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm focuses on developing personalized investment policies and broadly diversified portfolios, monitoring accounts regularly, and acting as a fiduciary for retirement plan and IRA clients.

Ryan Gwinn is a financial advisor at N1 Advisors with 14 years of industry experience. He holds a Series 66 designation and has been with N1 Advisors since 2012. Prior to and during his time at N1 Advisors, he was also associated with M Holdings Securities, Inc. from 2012 to 2023. N1 Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across about 180 clients and operates with a four-advisor team spanning five offices.

Marissa Frizzell is a financial advisor at Abridge Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Proteus, LLC from 2021 to 2025 and Sei from 2012 to 2021. Abridge Partners serves high-net-worth individuals, charitable organizations, and corporate pension and profit-sharing plans. The firm employs a combination of active and passive investment strategies within an institutional, core-and-satellite framework and provides investment management, financial planning, and consulting services.

Ernest Cecilia is a CFA® charterholder with 12 years of industry experience. He has worked at Apricus Wealth LLC since 2021 and previously spent eight years at Bryn Mawr Trust. Apricus Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies and portfolio rebalancing, managing approximately $356 million in regulatory assets through a four-advisor team.

Jason Lazurick is a financial advisor at Schuylkill Financial, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Schuylkill Financial since 2007. Schuylkill Financial, LLC serves individual and high-net-worth clients, managing approximately $123.6 million in discretionary assets for around 126 clients. The firm employs a combination of fundamental, technical, charting analysis, and modern portfolio theory to build portfolios, using mutual funds, ETFs, options, and margin as appropriate.

Samuel Fiechter is a financial advisor with Walnut Green Asset Management, LLC, holding a Series 65 designation and 13 years of industry experience. He has been with Walnut Green since 2013 and is also a limited partner in Chalk Creek SLP, LP. Outside of his advisory role, he serves as vice president of CID, Inc., a real estate holding company, and manages Brookdale Farm Management, LLC. Walnut Green Asset Management provides discretionary portfolio management primarily for high-net-worth individuals and related entities. The firm manages separate accounts with a long-term, fundamentals-based approach and serves as co-investment adviser to a private pooled fund that combines equity compounding with tactical positioning across asset classes.

Andrew Mudalel is a financial advisor at Element Wealth Advisors with experience dating back to 2014, including roles at Fischer Cunnane & Associates LTD and The Quantify Group. He is also the founder and partner of Capstone Consulting Company LLC, a bookkeeping firm serving small businesses. Element Wealth Advisors provides discretionary asset management, comprehensive financial planning, and retirement-plan services to individuals, trusts, plan sponsors, and other entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios based on clients’ goals and risk tolerance, and offers ERISA retirement-plan support and third-party manager oversight.

Tamara Kraig is a CFP® with 23 years of industry experience, currently serving at Bruce A. Kraig Associates since 1996. She holds a Series 63 license and works in West Chester, PA. Bruce A. Kraig Associates is a fee-based registered investment adviser that manages discretionary portfolios for individuals, small businesses, and retirement plans. The firm uses a top-down fundamental analysis approach to build diversified portfolios primarily with mutual funds, focusing on risk management and ongoing monitoring.

Ayden Dougherty is a financial advisor at Element Risk Wealth Advisors in West Chester, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Element Risk Wealth Advisors, Dougherty worked for the City of Philadelphia and its Shissler Recreation Center for six years. Element Risk Wealth Advisors provides discretionary asset management, financial planning, and retirement plan consulting to institutional and individual clients. The firm offers a formal pension consulting practice and uses a discretionary investment process that includes fundamental, technical, charting, and cyclical analysis, often allocating assets to third-party managers.

Brian Talbott is a Certified Financial Planner® with 23 years of industry experience. He is currently with OLIO Financial Planning and has prior experience at The Vanguard Group and Throughline Financial Planning. Talbott is also the owner of Talbott Bookkeeping Services, which provides general bookkeeping services. OLIO Financial Planning serves individual clients across diverse wealth levels, retirement plans, charitable organizations, and corporations, managing approximately $600 million. The firm offers comprehensive financial planning and portfolio management using a buy-and-hold, core-and-satellite investment approach with a distinctive fee structure that includes project-based and fixed fees rather than traditional asset-based fees.

Steve Maconi is a Series 63-licensed financial advisor with 43 years of industry experience. He has worked at Merrill, Bank of America, Wyeth Private Wealth, and Purshe Kaplan Sterling Investments before joining Brandywine Oak Private Wealth LLC, where he has been since 2018. In addition to his advisory role, he is also involved in providing fixed annuity business through his insurance agent activities. Brandywine Oak Private Wealth serves individuals, trusts, estates, corporations, and other entities, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs a goal-oriented investment approach focused on low-cost, broadly diversified ETFs, tax minimization, and behavioral finance principles, and it offers a range of portfolio management options including model portfolios and separately managed accounts.

Mark Jackson is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Brandywine Oak Private Wealth LLC since 2018 and has prior experience at Purshe Kaplan Sterling Investments, Merrill, Bank of America, and Wyeth Private Wealth. He is also a licensed independent insurance agent. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, combining financial planning and wealth management with a goal-oriented investment approach focused on low-cost, diversified ETF allocations, tax minimization, and behavioral finance principles. The firm also offers a range of investment strategies, including model portfolios, separately managed accounts, and borrowing strategies, and provides performance-based fee arrangements for qualified clients.

Nathan Daniel is a financial advisor at Market Street Wealth Management with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Vanguard and Concentra. Nathan also participates in the sale of life and health insurance as part of his role at Market Street. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to external managers. The firm employs a fundamentals-driven, long-term investment approach, utilizing diversified portfolios with mutual funds, ETFs, individual equities, and bonds tailored to client goals.

Benjamin Bruton is a financial advisor at Bruton Chisnell Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Valmark Securities since 2005 and Bruton Financial Advisors from 2004 to 2018. Outside of his advisory role, he serves in leadership and fundraising positions with the Simpson Senior Services Foundation and the Simpson Meadows Community Advisory Council. Bruton Chisnell Advisors serves individual and institutional clients, offering financial planning, consulting, and investment management. The firm’s investment approach focuses on fundamental analysis and individualized asset allocation, utilizing Independent Managers, mutual funds, ETFs, and individual securities with ongoing account monitoring.

Ryan Bonner is a financial advisor at Grey Fox Wealth Advisors, LLC in Rockland, Delaware, with two years of industry experience. He holds a Series 65 designation and has prior work experience at Johnson & Johnson, Villanova University, and PricewaterhouseCoopers, LLP. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $699 million in client assets using customized portfolios that incorporate low-cost mutual funds, ETFs, individual securities, and alternatives, supported by academic, fundamental, and technical analysis.

Alison Dorsman is a CFP® with 20 years of industry experience, currently serving at Brandywine Oak Private Wealth LLC. Her prior experience includes roles at Merrill, Bank of America, and Purshe Kaplan Sterling Investments. She is also a co-owner and Co-CEO of Brandywine Oak Private Tax Advisory, providing operational support and collaborating with tax professionals. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, offering financial planning, consulting, and both discretionary and non-discretionary investment and wealth management. The firm employs a goal-oriented investment approach focused on low-cost, broadly diversified ETF core allocations, tax minimization, and behavioral finance principles.

Gerald Snyder is a financial advisor with Clariti Wealth Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Schiavi + Dattani since 2021 and was previously with Fidelity Brokerage Services LLC from 2011 to 2020. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profits, managing approximately $622 million in client assets. The firm offers integrated financial planning and investment management, utilizing diversified portfolios with a mix of active and passive strategies, and employs derivatives and alternative investments when suitable.