Andrew Rosen is a CFP® with 22 years of industry experience, currently serving at Diversified, LLC. He has held roles at Purshe Kaplan Sterling Financial and Securities Service Network prior to his current position. Outside of his advisory work, Rosen is involved in several related business ventures including partnerships in insurance and tax services firms, as well as a leadership role in an accounting entity. Diversified, LLC provides comprehensive investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and leverages third-party managers and platforms to tailor asset allocation and diversification strategies according to client goals and risk tolerance.

James Munson is a financial advisor with WealthPlan Investment Management LLC, holding a Series 65 license and with two years of industry experience. He is also president of Enable Your Enterprise LLC, a consulting firm specializing in AI and transformation services. WealthPlan Investment Management LLC is an SEC-registered advisory team with about 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, and institutional clients, utilizing model-based strategies across multiple asset classes and providing fiduciary and consulting services for retirement plans.

Ryan Omensetter is a financial advisor at DT Investment Partners, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Schroder Investment Management, NA from 2011 to 2017 before joining DT Investment Partners in 2017. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tailor investment strategies according to client risk profiles.

Jarrett Morris is a financial advisor at RiversEdge Advisors with 20 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Purshe Kaplan Sterling Investments and Blue Rock Financial Group. He is a co-founder and Chief Compliance Officer of RiversEdge Advisors and a partner at RiversEdge Business Solutions dba RiversEdge Tax & Advisory. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a modern portfolio theory approach, primarily implementing ETF-based strategic asset allocations with rebalancing and may recommend independent managers for client portfolios.

Ethan Whittaker is a financial advisor with Clariti Wealth Advisors in Wilmington, DE, holding a Series 65 designation and one year of industry experience. He previously worked at Sallie Mae for six years and Baker Tilly, LLC for two years. Outside of his advisory role, Whittaker serves as President of Whittaker Tax, a tax preparation and planning business. Clariti Wealth Advisors serves individual clients, including high-net-worth individuals, trustees, qualified retirement plans, and nonprofits, offering integrated financial planning and investment management. The firm’s portfolios feature diversified allocations using active and passive strategies, with a notable emphasis on options and derivative strategies for hedging and customized risk management.

John Melasecca is a Certified Financial Planner® with 26 years of industry experience. He is currently with Clariti Wealth Advisors and has previously worked at Schiavi + Dattani and Fidelity Brokerage Services LLC. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in client assets. The firm offers comprehensive financial planning combined with investment management, utilizing diversified portfolios across multiple asset classes and employing both active and passive strategies.

Stuart Caplan is a financial advisor with Members Wealth LLC in Media, PA, holding a Series 65 credential and 10 years of industry experience. Prior to joining Members Wealth in 2024, he worked for APEX Financial Advisors, Inc. from 2011 to 2024. He serves as an advisory board member for the California NanoSystems Institute, providing advice on C-suite compensation and investor presentations. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting. The firm emphasizes fundamental analysis and a long-term investment approach, building diversified portfolios tailored to client objectives using low-cost mutual funds, ETFs, and other securities.

Caitlyn Tierney is a CFP® and holds a Series 63 license, currently serving as a financial advisor at Westover Capital Advisors, LLC with three years of industry experience. Her prior roles include positions at Avantax Investment Services Inc., Fenstermacher & Company, PC, and Wells Fargo Bank. Westover Capital Advisors manages approximately $568.6 million for around 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides discretionary investment management, wealth advisory, trust services, and financial planning, combining fundamental and technical analysis with strategic asset allocation and selective use of ETFs and option strategies.

Michael Fisher is a CFP® professional with 22 years of experience in financial advising. He is currently with Diversified, LLC and has previously worked at Lincoln Investment Planning, Inc. and Securities Service Network, LLC. Outside of advising, he serves on the board of directors and oversees operations at Diversified Insurance, LLC. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm offers a multi-tiered planning process, discretionary and non-discretionary portfolio management, and utilizes third-party managers and platforms to tailor strategies to clients’ objectives and risk tolerances.

Monique Holloway is a CFP® and holds a Series 65 license with 11 years of industry experience. She currently works at AMC Wealth Management, LLC and was previously with Third Sigma Investment Advisors LLC for nine years. AMC Wealth Management, LLC is a team-based, state-registered advisory firm serving individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets and employs a strategic asset-allocation approach using exchange-traded funds and mutual funds, offering financial planning both as a complement to managed accounts and on an hourly basis.

Kevin Dombrowski is a Series 65-licensed advisor at Grey Fox Wealth Advisors, LLC with eight years of industry experience. He previously worked at Morningstar, Inc. and MainLine Private Wealth, LLC before joining Grey Fox Wealth Advisors in 2020. Outside of advisory services, he is a Partner at Grey Fox Capital, LLC, a private equity firm focused on Opportunity Zone investments. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension consulting. The firm employs a model-based, academic investment approach using low-cost mutual funds and ETFs, with flexibility for customized allocations and alternative investments.

John Blair III is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at DT Investment Partners, LLC since 2024 and was previously with The Vanguard Group, Inc. for eight years. DT Investment Partners provides discretionary and non-discretionary investment management and financial planning services to a range of clients, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to adjust asset allocation across various asset classes.

Brian Collins is a CFP® professional with 28 years of industry experience. He is a co-owner of Collins CPAs, an accounting firm providing accounting and tax preparation services, and has been with Comprehensive Investment Management, LLC since 2005. His background includes extensive work in both financial advising and tax preparation. Comprehensive Investment Management, LLC serves a small client base of individuals, trusts, corporations, and retirement plans, managing approximately $43.8 million. The firm offers discretionary portfolio management and financial advisory services, emphasizing diversified, long-term investment strategies and integrating tax planning with investment management.

John Blair is a financial advisor at DT Investment Partners, LLC in Chadds Ford, PA, with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at DT Investment Partners since 2011 and Independent Wealth Advisors since 2017. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a range of clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis and offers customized strategies tailored to client risk profiles.

Karen Malchione is a financial advisor at Clariti Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has been associated with Schiavi & Dattani since 1998. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in assets. The firm offers integrated financial planning and investment management, utilizing diversified portfolios with a mix of active and passive strategies, and incorporates tax planning and trustee support in its services.

Connor Knox is a CFP® professional at Brandywine Oak Private Wealth LLC with two years of industry experience. Prior to joining Brandywine Oak, he worked at Corient Services LLC, Riskalyze, Envestnet, and Sei. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, providing financial planning, consulting, and both discretionary and non-discretionary investment and wealth management. The firm uses a goal-oriented investment approach based on family financial wealth plans, emphasizing low-cost, broadly diversified ETF core allocations, tax minimization, and behavioral finance principles.

Harold Sawyer, Jr. is a financial advisor with Westover Capital Advisors, LLC, where he has worked since 1999, bringing 26 years of industry experience. He holds leadership roles outside of investment advising, serving as chairman and CEO of The RAL Group, LLC, an entity formation and corporate filing business. Additionally, he serves as a director for several holding companies affiliated with Anheuser-Busch InBev. Westover Capital Advisors manages approximately $568.6 million for around 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides discretionary investment management, wealth advisory, and consulting services, employing a mix of fundamental and technical analysis alongside strategic asset allocation.

Dennis Perdue is a Series 65-licensed advisor with Westover Capital Advisors, LLC, based in Wilmington, DE, with four years of industry experience. He previously worked at Whisman Giordano & Associates, LLC and Master, Sidlow & Associates, P.A. Mr. Perdue is also a CPA who operates an accounting and tax preparation business outside of his advisory role. Westover Capital Advisors manages approximately $568.6 million for about 220 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary investment management, wealth advisory, and consulting services, integrating tax and accounting services through a formal affiliate relationship.

James Hall is a CFP® professional with 38 years of industry experience. He has been with Affinity Wealth Management LLC since 2018 and previously worked at Mercap Securities, LLC and Coastal Equities, Inc. Hall holds Series 63 and Series 65 licenses. Affinity Wealth Management LLC manages approximately $760 million for around 617 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term investment approach combining fundamental, technical, cyclical, and charting analysis to create customized portfolios across various asset classes.

Luke Smith is a financial advisor at DT Investment Partners, LLC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining DT Investment Partners, he worked at FS Investment Solutions, FS Investments, and spent three years at Drexel University. DT Investment Partners provides investment management and financial planning services to a range of clients, including individuals, high-net-worth clients, pension plans, trusts, and municipalities. The firm employs an active management approach combining fundamental and technical analysis to adjust asset allocations across multiple asset classes.