Dave Huting is a CFA charterholder and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including 16 years at PNC Capital Markets, Inc., before joining Webster Street Investment Advisors LLC in 2018. He is based in Philadelphia, PA. Webster Street Investment Advisors provides discretionary investment management to individuals, high-net-worth clients, and pension and profit-sharing plans, overseeing about $113.7 million in client assets. The firm uses low-cost, diversified mutual funds and ETFs along with individual securities as appropriate, employing fundamental analysis and a primarily long-term approach tailored to each client’s goals and risk tolerance.

Richard Borowy is a Series 65-licensed financial advisor with Alvin Clay Financial Advisors, LLC, based in Jenkintown, PA. He has over three decades of industry experience, including 32 years at Pitcairn Trust Company and work as an independent consultant prior to joining Alvin Clay Financial Advisors. Alvin Clay Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and private education institutions. The firm provides discretionary portfolio management and consulting services using a goal-based, tailored approach and manages assets primarily through model portfolios and managed account programs in partnership with SEI Investment Management.

Edward Cole is a financial advisor with Cross Border Financial Planning USA LLC, holding a Series 65 designation and four years of industry experience. He has been with Cross Border Financial Planning USA LLC since 2022 and also serves as a director at Cross Border Financial Planning Ltd., a UK-regulated investment advisory firm. Cross Border Financial Planning USA LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, estate planning support, and indirect access to digital-asset exposure. The firm integrates multiple analysis methods and uses third-party managers and platforms, maintaining a distinctive structure with coordination to its UK-regulated affiliate and a meaningful non-U.S. client base.

Mark Finelli is a financial advisor at Family Wealth Partners LLC with 25 years of experience. He holds a Series 66 designation and has worked at institutions including Bank of America and Merrill. Outside of financial services, he is the owner of Laura Sportfishing, a charter fishing business, and volunteers as a coach in Medford, NJ. Family Wealth Partners provides discretionary wealth management to individuals, trusts, estates, and small businesses, managing approximately $131 million across about 222 client relationships. The firm employs proprietary model portfolios alongside independent managers, utilizing both fundamental and technical analysis in its investment approach.

Nickolaus Von Dohlen is a CFP® with seven years of industry experience, currently serving as an advisor at Crossgate Wealth Advisors, LLC since 2016. Prior to this, he worked at TMS International Corporation from 2014 to 2016. Crossgate Wealth Advisors is a fee-only, SEC-registered firm providing portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to create diversified portfolios and offers ongoing supervision, quarterly reviews, and client reporting.

Frederic Wheeler is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Friedenthal Financial, LLC. He has been with Friedenthal Financial since 2010 and also operates Wheeler Enterprises, LLC, where he works as a consultant outside of trading hours. Friedenthal Financial, a team-based firm, manages approximately $174 million in discretionary assets and serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and retirement-plan advisory services, employing both strategic and tactical asset allocation approaches tailored to each client’s Investment Policy Statement.

Michael Keitz is the principal of Keitz Investment Management Ltd. in Ambler, PA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has managed his independent firm since 1994. Keitz Investment Management Ltd. offers discretionary investment management and standalone advisory services to individual investors, trusts, non-profits, and corporate clients. The firm employs a value-investing approach centered on long-term equity ownership, active security selection, diversification, and tax-aware strategies, serving both high-net-worth and non-HNW clients.

Cody Baldwin is a financial advisor at Copper Beech Financial Group, LLC with a Series 66 designation and two years of industry experience. He has worked at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of financial advising, Baldwin serves as an ice hockey official with Atlantic District Officials. Copper Beech Financial Group provides discretionary portfolio management, financial planning, and family office services to individuals, pension and profit-sharing plans, insurance companies, and business entities. The firm uses tailored portfolios based on documented client objectives and risk tolerance, implementing strategies through in-house management and third-party sub-advisers.

Gregory Johnson is a CFP® and CFA® with six years of industry experience, currently serving as a financial advisor at MOR Wealth Management, LLC in Philadelphia, PA. His prior roles include positions at Commonwealth Financial Network, RiversEdge Advisors, Tiedemann Advisors, and JPMorgan Securities. Outside of finance, he has experience working in the restaurant industry. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, managing accounts on a discretionary basis tailored to clients’ goals and risk tolerance.

Robert Costello is a financial advisor at Costello Asset Management, Inc. in Huntingdon Valley, PA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Costello Asset Management since 1999. Costello Asset Management provides investment advisory services to individuals, non-profits, trusts, estates, and other business entities, offering asset management along with retirement, tax, and estate planning on a fee-only basis. The firm emphasizes asset allocation tailored to client risk tolerance through globally diversified portfolios and employs discretionary management with regular client reviews and reporting.

Geoffrey Deasey is a financial advisor at Dillon Capital Management with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Columbus Macro and Ironview Capital Management, where he continues to receive compensation for legacy accounts opened before 2017. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including retirement plans and insurance companies. The firm employs a long-term, risk-conscious investment process that integrates quantitative screening and fundamental research, emphasizing customized investment policy guidelines and continuous portfolio monitoring.

Claudia Saia is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Friedenthal Financial, LLC. She has been with the firm since 2018, with a brief period of unemployment in 2021. Friedenthal Financial serves individual and high-net-worth investors, as well as pension plans, charitable organizations, and corporations, providing portfolio management, financial planning, and retirement-plan advisory services. The firm manages all client assets internally using tailored strategic or tactical asset allocation approaches and oversees approximately $174 million in discretionary assets.

Brandon Zahal is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Crossgate Wealth Advisors, LLC with two years of industry experience. His prior roles include positions at Rockwood Wealth Management, Presilium Private Wealth, and Cornerstone Capital Planning Group. Crossgate Wealth Advisors is a fee-only, SEC-registered investment adviser managing approximately $236 million in client assets for individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to build diversified portfolios, offering discretionary and non-discretionary management alongside financial planning services.

Andrew Stephens is a financial advisor at Proper Financial, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC, J.P. Morgan Chase Bank, AXA Advisors, LLC, and multiple entities within the Thrive group. Proper Financial, LLC is a registered investment adviser managing approximately $65 million for around 122 individual and high-net-worth clients. The firm provides wealth management, discretionary portfolio management, and standalone financial planning, using fundamental analysis to build primarily long-term, diversified portfolios with low-cost mutual funds and ETFs.

Joseph Mcbride is a CFP®-certified financial advisor with 42 years of industry experience. He is currently affiliated with OSAIC and has prior experience at FSC Securities Corporation and Strategic Financial Advisors Corporation, where he has held various financial advisory roles since 1990. In addition to his advisory work, Mcbride operates a sole proprietorship as an insurance producer specializing in life insurance, long-term care, and fixed annuities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Sean Conner is a CFP® with 18 years of experience in the financial industry. He currently works at Ethos Capital Management, Inc. and previously spent 15 years at Macquarie Investment Management (Delaware Funds). Conner is also involved in insurance-related activities through ETHOS CAPITAL ADVISORS, LLC. Ethos Capital Management, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides portfolio management, financial planning, and consulting services, utilizing fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisory relationships.

Kathleen Baltra is a financial advisor at Bancroft Capital, LLC with 19 years of industry experience. She holds the Series 66 designation and has worked at Bancroft Capital since 2018. Her prior experience includes roles at CM Advisory, LLC and CFG Capital Markets, LLC. Bancroft Capital provides investment advisory and retirement plan services mainly to institutional and plan clients such as pension and profit-sharing plans, banks, corporations, and high-net-worth individuals. The firm focuses on ERISA-related retirement consulting and financial planning, emphasizing long-term strategies and portfolio diversification.

Sean Cooney is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. He has been a principal at Cooney Financial Advisors, Inc. since 2008 and is also a partner in the Certified Public Accounting firm Rosenberg, Smith, Cooney & Migliore PC. Cooney Financial Advisors is a fee-only firm that provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset allocation strategy focused on globally diversified, index-based ETFs and primarily invests through no-load or low-load mutual funds and ETFs, with a significant portion of assets managed on a non-discretionary basis.

Andrew Leithe is a CFP® with 13 years of experience in financial advising, currently serving at Strategic Financial. He has held roles at OSAIC and Fsc Securities Corp, and is CEO and President of Strategic Financial Advisors Corporation. Outside of his advisory work, he is co-treasurer of the Rumson PTO. Strategic Financial offers comprehensive and modular financial planning and consulting services to individuals, including high-net-worth clients, as well as various business and nonprofit entities. The firm focuses on fixed-price planning and hourly consulting arrangements, providing written financial plans and periodic reviews without ongoing portfolio management.

Levi Donohue is a financial advisor at Sound Wealth LLC in Marlton, NJ. He holds a Series 65 designation and joined the firm in 2025. His prior work experience includes roles outside the financial industry, such as positions at Cava and Chipotle. Sound Wealth LLC is a fee-only registered investment adviser serving individuals, employer plan sponsors, and business clients. The firm uses a modern portfolio theory-based investment approach, combining passive and active strategies with factor-based tilts, and integrates planning with portfolio oversight.