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.

Karen Vavra is an advisor at VCM Wealth with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BNY Mellon and State Street Corporation. Outside of her advisory role, Ms. Vavra is an independent licensed insurance agent specializing in accident and health life insurance and fixed annuities. VCM Wealth provides advisory services primarily to individual and high-net-worth clients, as well as a variety of institutional clients. The firm uses a systematic, discipline-driven investment process focused on ETF-based portfolio construction and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement guidance.

Vincent Barbera is a CFP® with 18 years of industry experience and has been with Newbridge Wealth Management since 2013. He holds a Series 63 license and is based in Bryn Mawr, PA. Newbridge Wealth Management is an independent, fee-only registered investment adviser offering wealth consulting and portfolio management to individuals and various institutional clients. The firm employs a macro-tactical investment approach focused on asset-class allocation, incorporating index-tracking funds, selective active managers, and non-traditional asset classes, while serving a diverse client base that includes pension plans, corporations, and government entities.

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.

Amish Desai is a financial advisor with Red Spruce Capital, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Red Spruce Capital since 2011. Red Spruce Capital provides discretionary investment management and advisory services to individuals, trusts, estates, and corporations, focusing on customized portfolios using individual securities, mutual funds, and ETFs. The firm employs a fundamental analysis approach with a long-term orientation and is notable for its use of borrowing strategies in separately managed accounts to manage timing and exposure.

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.

Charles Falco is a financial advisor with Limerick Financial Group, LLC in Limerick, PA, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Limerick Financial Group since 2006 and previously operated Falco and Associates, Inc. for 34 years. Limerick Financial Group serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm uses a range of investment strategies including mutual funds, ETFs, bond funds, government securities, proprietary asset-allocation models, and specialty equity strategies, and manages approximately $68 million in discretionary assets.

Patricia Mchugh is a CFP® professional with 16 years of experience in financial advising. She is currently with Barnstone Advisors LLC, where she has worked since 2021. Her prior roles include positions at Hotaling Investment Management, LLC and Spartan Capital Management, LLC. Barnstone Advisors provides discretionary portfolio management and financial planning for individuals, trusts, estates, and charitable organizations, managing approximately $241 million in assets. The firm customizes portfolios based on client-specific factors and employs diverse investment strategies across multiple asset classes.

Benjamin Smith is a CFP® and holds a Series 65 license with 19 years of industry experience. He has worked at Wealthcare Solutions, LLC since 2014 and was previously employed at Conservest Capital Advisors Inc from 2006 to 2014. Wealthcare Solutions, LLC provides financial planning and personal wealth management services primarily for individual clients, focusing on successful business owners and professionals. The firm manages approximately $54 million in assets for about 83 clients, using model portfolios that incorporate ETFs, mutual funds, and individual securities, and applies a combined approach of Modern Portfolio Theory and proprietary fundamental, technical, and cyclical analysis.

Hildy Richelson is a financial advisor at Scarsdale Investment Group, Ltd., holding a Series 65 designation with 33 years of industry experience. She has been with Scarsdale Investment Group since 1987. Scarsdale Investment Group provides fee-only, non-discretionary investment advice and stand-alone financial planning primarily focused on fixed-income securities and brokered certificates of deposit. The firm emphasizes long-term purchases, bond ladder construction, and requires client approval for each trade.

Bradley Garges is a CFP® and Series 66 license holder affiliated with Prepared Retirement Institute LLC. He has three years of industry experience, including prior roles at Cetera and Musselman Financial Solution. He is a member of the Philadelphia Estate Planning Council. Prepared Retirement Institute LLC serves individual and corporate clients by offering discretionary portfolio management and financial planning, managing approximately $307 million in assets. The firm uses tailored model portfolios, fundamental analysis, and a held-away management platform to oversee defined contribution and other externally held accounts.

Tarif Carson, CFP®, serves as the Director of Portfolio Strategy & Wealth Planner at 2nd Story Wealth Planners, LLC, where he blends nearly 20 years of portfolio management expertise with his passion for cultivating meaningful client relationships. He designs and oversees the investment portfolio models that guide clients toward their financial goals, while also working directly with clients to deliver personalized financial strategies that align with their values, aspirations, and long-term legacies. Throughout his career, Tarif has partnered with many clients—from high-net-worth individuals managing significant portfolios to underserved communities striving toward financial independence. His professional journey includes roles as a Senior Lead Planner at Facet Wealth, where he helped clients achieve major life goals such as early retirement, homeownership, and world travel, and as a Senior Financial Advisor at Vanguard, managing over $500 million in assets while collaborating with clients and their tax professionals to ensure tax-efficient decisions. Tarif’s approach to planning evolves as life changes, ensuring clients' financial plans remain flexible and forward-looking. In addition to his technical expertise, Tarif believes strongly in the power of personal growth and financial legacy. His guiding philosophy: "Your beliefs become your thoughts, your thoughts become your words, your words become your actions, your actions become your habits, your habits become your values, your values become your destiny," serves as the foundation for how he advises clients on building lasting legacies for their families. Outside of his professional role, Tarif is focused on planting the seeds of a meaningful legacy for his family and helping his clients do the same—building not just wealth, but values that endure across generations. His commitment to mentorship extends this philosophy, as he is dedicated to guiding and developing aspiring financial planners. Through mentorship, Tarif ensures that the next generation of financial professionals upholds the same standards of integrity, service, and the pursuit of financial empowerment. Tarif earned a Bachelor of Science in Finance from the first HBCU Cheyney University and holds the CERTIFIED FINANCIAL PLANNER™ designation. He is also a member of the Financial Planning Association, Association for African American Financial Advisors and a VITA Volunteer who helps income tax payers accurately prepare and file taxes

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.

Matthew Hausman is a financial advisor at Old Security Group with 14 years of industry experience. He holds a Series 65 designation and has worked in various roles including president of OSG Tax Pros, Inc., a tax planning and preparation firm, and Old Security Trust Corp, where he is involved in insurance sales and services. Old Security Group provides discretionary asset management and financial planning services for individual and high-net-worth clients, managing approximately $56 million across about 71 client relationships. The firm uses fundamental, technical, and cyclical analysis in its investment approach and coordinates financial planning with other professionals as needed.

James Olsen is a CFP® and CFA® with 22 years of industry experience, currently serving as a financial advisor at Malvern Capital Management since 2018. He previously worked at Onesource Retirement Advisors, Inc. from 2016 to 2018. Outside of his advisory role, Olsen serves on the finance committee for St. John's Lutheran Church and is the treasurer for the Kensworth Open Space Association. Malvern Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and foundations. The firm uses a strategic, long-term asset allocation process that incorporates traditional and non-traditional investment vehicles and offers ERISA fiduciary services for retirement plans.

Mary Mcnutt is a financial advisor at 1015 Capital Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for nine years. 1015 Capital Partners serves high-net-worth individuals, business entities, trusts, estates, and charitable organizations, typically requiring multi-million dollar account minimums. The firm offers discretionary, fee-only portfolio management and financial planning, using a range of analytical approaches and allowing borrowing against client assets for specific short-term purposes.

Vivek Sharma is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is the founder and principal of Connotia, LLC, a pharmaceutical consulting firm specializing in strategic and scientific analysis for pharmaceutical projects. He is currently affiliated with Gwynedd Wealth Partners, LLC. Gwynedd Wealth Partners provides investment advisory and financial planning services to individuals and high net worth clients through discretionary managed accounts and written financial plans. The firm’s investment approach focuses on aligning asset allocation with client risk tolerance and time horizon, employing various strategies including asset-allocation models and technical analysis.

John Eisele is a financial advisor at Malvern Capital Management with 48 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC for 11 years. Malvern Capital Management provides discretionary investment management, financial planning, and project-based consulting to individual and institutional clients, including pension plans and endowments. The firm employs a strategic, long-term asset allocation approach incorporating mutual funds, ETFs, select individual securities, and non-traditional asset classes, and serves clients with an ERISA fiduciary role in retirement plan management.

Saundra Gibson Genoni is a financial advisor at Steel Tower Investments with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including Credit Suisse Securities, Merrill, and Wells Fargo Clearing. Outside of her advisory role, she owns a controlling interest in Cobra Black II, LLC, which provided financing to a startup company. Steel Tower Investments offers discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, trusts, corporations, retirement plans, and municipal entities. The firm employs customized portfolios, model portfolios, and managed account platforms, serving a diverse client base including high-net-worth and institutional clients.

Martin Gruszka is a financial advisor with Legacy Advisory Services, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Legacy Advisory Services and Legacy Wealth Management since 2008 and also worked at Fortune Financial Services, Inc. since 2018. Legacy Advisory Services provides discretionary investment supervisory and portfolio management services primarily to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach combining technical and fundamental analysis to manage approximately $157 million across 123 client relationships.