Charles Gubler is a financial advisor at Flagship Capital Management Inc with one year of industry experience. He holds a Series 65 designation and previously worked at SEI Investment Company and in educational roles at James Madison University and Luray High School. Flagship Capital Management provides investment management and financial planning services to individuals, corporations, pension and profit-sharing plans, foundations, trusts, and endowments. The firm uses a combination of fundamental and technical analysis alongside macroeconomic assessment to create individualized equity and fixed-income allocations, managing client relationships primarily on a discretionary basis.

Philip Mascherino is a financial advisor at Megaannum Capital, LLC with 11 years of industry experience. He has worked at Mascherino Financial Group since 2016 and at Anthony J. Mascherino, CPA since 2009. In addition to his advisory roles, he provides insurance services through Mascherino Financial Group and performs general office work for Anthony J. Mascherino. Megaannum Capital, LLC offers discretionary portfolio management primarily to individual investors and charitable organizations. The firm focuses on aligning portfolios with clients’ goals, time horizons, and risk tolerance through Investment Policy Statements and emphasizes identifying undervalued stocks using macroeconomic, fundamental, and technical analysis.

Sally Sulcove is a CFP® and CFA® with 22 years of experience in financial advising. She has been with O’Brien Greene & Co. Inc. since 2002. O’Brien Greene & Co. Inc. serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and occasional 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with modest use of ETFs and a dedicated fixed-income component for income and liquidity.

John Fattibene is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Harvest Financial Partners since 2008. He serves as a director of County Savings Bank in Pennsylvania, a role he began in 2024. Harvest Financial Partners is an independent, fee-only advisory firm led by two principals that serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses fundamental analysis focused on dividend-paying, larger-cap, quality companies and investment-grade fixed income, tailoring portfolios and share-class selections to each client’s circumstances.

Taylor Kishfy is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Viable Planning, LLC and previously worked at Bgs Capital Management and Cetera Investment Advisers LLC. Kishfy serves as a board member of the Franklin Lakes Chamber of Commerce. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based, top-down macroeconomic approach focused on behavioral finance and asset allocation, primarily using ETFs with modest tactical adjustments.

Jennifer Weinstein is a financial advisor at Ridgewood Capital Management with 24 years of industry experience. She holds a Series 65 designation and has been with Ridgewood Capital Management since 2000. Outside of her advisory role, she works as a Technology Associate for the West Chester Area School District, overseeing all technology usage related to an elementary school. Ridgewood Capital Management provides discretionary investment management and portfolio services to individual and high-net-worth clients, managing approximately $39 million across about 80 accounts. The firm employs a mix of fundamental, technical, charting, and cyclical analysis with quarterly portfolio reviews and maintains custody through third-party custodians.

Christopher Nawn is an advisor at Paoli Financial Advisors, Ltd. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as president of Nawn and Company, CPA’s, providing tax and accounting services, and is involved in managing several restaurant and aviation-related businesses. Paoli Financial Advisors is a small, state-registered firm serving primarily high-net-worth individuals and retirement plan sponsors. The firm offers ongoing asset management and retirement plan consulting, managing accounts mostly on a non-discretionary basis and constructing diversified portfolios using fundamental analysis.

Caleb Ray is a financial advisor at Benchmark Financial, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group, Inc. Caleb also serves as Assistant Director at the University of Delaware, overseeing student employees in a non-investment-related role. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses by providing personalized portfolio management, comprehensive financial planning, and investment consulting. The firm’s approach emphasizes passive portfolio construction based on Modern Portfolio Theory, utilizing index funds, ETFs, and fixed income instruments.

Donald Nicholson is a financial advisor with Donald W. Nicholson & Associates Ltd in Wilmington, DE, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with his current firm since 1996. In addition to his advisory role, he is involved in insurance sales. Donald W. Nicholson & Associates serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, managing over $171 million in assets. The firm provides non-discretionary asset management, personal financial planning, and retirement plan consulting, utilizing model portfolios through Schwab’s Institutional Intelligent Portfolios program.

Richard Switzer is a financial advisor at Paoli Financial Advisors, Ltd. in Paoli, PA, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research, Inc. and Paoli Financial Advisors, Ltd. since 2015. Outside of advising, he also maintains longstanding roles with Preferred Food Service, Inc., Chriskoll, Inc., and his own legal practice, R. L. Switzer Esq., Ltd. Paoli Financial Advisors is a small, state-registered firm serving primarily high-net-worth individuals and retirement plan sponsors. The firm manages client accounts mostly on a non-discretionary basis, focusing on diversified portfolios constructed with mutual funds and fundamental analysis, while also providing retirement plan consulting and participant education services.

Grace Choi is a financial advisor at Wills Financial Group, LLC with nine years of industry experience. She holds a Series 65 designation and has been with the Wills Financial Group entities since 2013. Wills Financial Group, LLC provides discretionary portfolio management and advisory services to individuals, families, retirement plans, trusts, estates, and foundations. The firm uses fundamental security analysis and maintains balanced allocations across equities, bonds, mutual funds, and ETFs, generally holding investments unless there is a compelling reason to sell.

Kyle Birmingham is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Quorus Inc., where he has worked since 2023. His prior experience includes roles at The Vanguard Group, The University of Chicago Booth School of Business, and Composer Technologies. He serves as a volunteer Board Member and Investment Committee Member for The Association for Frontotemporal Degeneration, a nonprofit supporting patients and caregivers affected by FTD. Quorus provides professional portfolio management primarily to registered investment advisors and wealth managers, along with select direct clients such as individuals, families, and small foundations. The firm specializes in technology-powered implementation and tax-overlay management, utilizing licensed third-party and internal models with automated rebalancing and tax-loss harvesting features.

Damon Nickle is a financial advisor with Delaware Wealth Planners in Wilmington, DE, holding a Series 65 credential and 15 years of industry experience. His prior roles include 11 years at Biddle Capital Management and five years at Delaware Avenue Wealth Planners, LLC. He also works as an independent insurance agent specializing in fixed products. Delaware Wealth Planners serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and pension consulting with a broad investment menu and multiple analytical approaches.

Douglas Mccoy is a financial advisor at Montchanin Asset Management, LLC with 25 years of industry experience. He holds a Series 65 credential and has worked at Bell Rock Capital, LLC since 2017. Outside of his advisory role, he serves as Vice President and Limited Partner at Across The Tracks, Inc., overseeing leasing and management of commercial real estate. Montchanin Asset Management provides separately managed equity portfolios primarily focused on large-cap U.S. equities for individuals, families, trusts, charitable organizations, pension plans, and small businesses. The firm employs a proprietary, fundamentally driven bottom-up investment process complemented by macro and technical analysis, managing portfolios with a low-turnover, long-only approach.

John Gormley is a financial advisor at Goshen Capital LLC with eight years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Goshen Capital in 2022, he worked at Morgan Stanley and Ironview Capital Management. Goshen Capital LLC is a state-registered investment adviser that provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and some institutions. The firm emphasizes individualized investment policies implemented primarily through public liquid investments and maintains a structured approach to managing client accounts, including detailed considerations of derivatives and third-party manager selection.

Gregg Gottlieb is a CFP® with 36 years of experience in the financial services industry. He is currently affiliated with Viable and has held positions at firms including LPL Financial and Kestra Financial Services. Outside of his advisory work, he is involved in several non-variable insurance businesses. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based investment process emphasizing behavioral finance and asset allocation, primarily using Exchange Traded Funds for cost and tax efficiency.

Donald Nicholson Jr. is a Certified Financial Planner® with 30 years of experience at Donald W. Nicholson & Associates Ltd in Wilmington, Delaware. He has worked exclusively with the firm since 1996. Donald W. Nicholson & Associates, Ltd. provides asset management, personal financial planning, and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm emphasizes a primarily non-discretionary management approach and incorporates third-party rating agencies in its investment analysis.

Nandita Das is a CFP® and CFA® credentialed advisor with eight years of industry experience, currently with Insight Financial Strategists in Newark, DE. She has previously worked with Origin Financial, Envision Wealth Planning, and Waddell and Reed, among others. In addition to her advisory role, Das serves as a professor at Delaware State University. Insight Financial Strategists is a small advisory firm serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides discretionary and non-discretionary asset management, financial planning, consulting, and coordinates tax services through third-party firms, employing a fundamental analysis approach with diverse investment vehicles.

Matthew Hausman is a financial advisor at Old Security Group with 13 years of industry experience. He holds a Series 65 designation and has held leadership roles at OSG Tax Pros, Inc. and Old Security Trust Corp. Outside of advisory services, he is involved in tax planning and preparation through OSG Tax Pros, Inc., where he serves as president. Old Security Group provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm uses a blend of fundamental, technical, and cyclical analysis to manage accounts under discretionary authority and offers a range of financial planning services, including tax and estate-document review.

Christopher Kraig is a financial advisor at Bruce A. Kraig Associates with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes homemaking since 2015. Bruce A. Kraig Associates is a fee-based registered investment adviser serving individual investors, small businesses, and retirement plans. The firm offers discretionary portfolio management focused on mutual funds, using a top-down fundamental analysis to build diversified portfolios while managing risk and providing ongoing account monitoring.