Christopher Griest is a financial advisor with Oakbourne Advisors in West Chester, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at Oakbourne Advisors since 2020 and previously held roles at Purshe Kaplan Sterling Investments, Avenue 1 Advisors, and Cambridge Investment Research. Outside of his advisory work, he is also an independent insurance agent. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage client portfolios, which typically include mutual funds, ETFs, stocks, and preferred stock, and generally operates through a team of seven advisors across multiple offices.

Jeffrey Mastronardo is a CFP® with 26 years of industry experience, currently advising at Financial Coach. He has held roles at FC Advisory, LLC since 2014 and LPL Financial, LLC from 2007 to 2017, and has been involved with The Financial Coach Group since 1999. He is also a licensed notary in Pennsylvania, providing this service to clients without charge. Financial Coach operates two client-facing programs tailored to retirees and near-retirees as well as young families and emerging professionals, offering customized financial planning and portfolio management primarily using mutual funds and ETFs. The firm manages accounts on a discretionary basis, conducts regular reviews, and emphasizes a dual-brand model with distinct planning options for different client demographics.

Christi Bender is a financial advisor at Vermillion & White Wealth Management Group with 11 years of industry experience. She has been with Vermillion & White since 2014 and is also a certified public accountant running her own tax and small business accounting practice since 2010. In addition to her advisory role, she holds a Pennsylvania insurance producer license and dedicates a limited amount of time to insurance-related activities. Vermillion & White Wealth Management Group serves individuals, institutions, and various types of plans and organizations, managing approximately $231 million across several hundred accounts. The firm offers portfolio management, comprehensive financial planning, and pension consulting, focusing on aligning investments with clients’ risk tolerance, time horizon, and objectives through a disciplined process that includes asset allocation, diversification, and regular rebalancing.

John Prickett is a financial advisor at Market Street Wealth Management with three years of industry experience. He holds a Series 66 designation and previously worked at USA Financial Securities Corporation. Outside of his advisory role, he engages in preaching and teaching as a guest speaker at churches, occasionally addressing topics related to financial stewardship. 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 independent managers. The firm employs a fundamentals-driven, long-term investment approach, emphasizing diversified portfolios and strategic asset allocation supported by comprehensive financial planning services.

Samuel Stehr is a financial advisor at Stonecrop Wealth Advisors, LLC in West Chester, PA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Fidelity Investments and Creative Financial Group. Outside of finance, he has experience with Clean Peak Landscaping and involvement with JEVS Human Services. Stonecrop Wealth Advisors serves individuals, trusts, retirement plans, and institutional clients such as colleges and charitable organizations. The firm employs a team-driven investment process focused on strategic asset allocation and integrates financial planning with portfolio construction to align with clients’ goals.

Kevin Janiec is a CFP® with 13 years of industry experience, currently serving as an advisor at Financial Coach. Prior to joining Financial Coach in 2021, he spent eight years at The Vanguard Group, Inc. Financial Coach is a team of five advisors serving individuals and couples nearing retirement as well as young families and emerging professionals. The firm provides modular financial planning combined with portfolio management, focusing on custom asset allocation using mutual funds and ETFs, with a planning-first approach that integrates human and technology support.

John Moore is a financial advisor at Oakbourne Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and McKean Defense Group. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios primarily composed of mutual funds, ETFs, stocks, preferred stock, and cash equivalents.

Cortney Milner is a financial advisor at Veery Capital, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Veery Capital since 2018, including the firm’s prior iteration, as well as at Cambridge Investment Research Advisors and DC Mac LLC. Outside of advisory services, she is involved in accounting and bookkeeping for two non-investment-related real estate businesses. Veery Capital serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans with discretionary investment management and financial planning. The firm employs a modern portfolio theory-based approach, emphasizing strategic asset allocation primarily through ETFs and passive mutual funds, with customized portfolios monitored and adjusted over time.

Sarah Shaw is a financial advisor at Veery Capital, LLC with three years of industry experience. She holds the CFP® designation and has prior experience at Purshe Kaplan Sterling Investments and Northwestern Mutual. In addition to her advisory role, she provides 401(k) participant education through the MyWellCents program. Veery Capital serves individuals, families, trusts, businesses, and employer-sponsored retirement plans with discretionary investment management and financial planning. The firm’s investment approach emphasizes strategic asset allocation using ETFs and passive mutual funds, with customized portfolios managed for the long term.

Robert Decampli Jr is a financial advisor with Vermillion & White Wealth Management Group in Phoenixville, PA, holding a Series 63 designation and 11 years of industry experience. He has worked at Vermillion & White since 2014 and has been associated with Guardian Life Insurance Co of America since 2009. Outside of financial advising, he operates a CPA accounting practice focused on tax preparation and accounting services. Vermillion & White Wealth Management Group serves individuals, institutions, pension plans, trusts, and charitable organizations, managing approximately $231 million across several hundred accounts. The firm provides portfolio management, financial planning, and pension consulting, using an investment approach based on asset allocation, diversification, and periodic rebalancing informed by research and third-party models.

David Denlinger is a financial advisor with Bare Wealth Advisors holding a Series 65 credential and two years of industry experience. Prior to joining the firm, he worked at Securities America, Inc. for five years and has also held roles outside the financial sector including positions with Lancaster County Meats and Deli and the PGA Tour Latino America. Outside of his advisory work, he co-manages short-term rental properties with his wife, handling guest applications and property maintenance. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm’s approach includes tailored asset allocation, multi-method investment analysis, and use of sub-advisors and model strategies, including options for values-based screening.

Sean Gunning is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials and 11 years of industry experience. His work history includes roles at Arkadios Capital, Realta Investment Advisors, and ADP LLC. He maintains an inactive business entity, Top Gunning, LLC, which was formerly used for real estate investments. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, offering a 12-month tax mitigation program and access to alternative investments. The firm manages most accounts on a non-discretionary basis, employing both fundamental and technical analysis with a long-term investment orientation.

Troy Vogt is a CFP® professional with 15 years of experience, currently serving as an advisor at Market Street Wealth Management. He has worked with Market Street Wealth Management since 2011 and has additional roles in financial planning and investment advice through affiliated businesses, including ownership of Vogt Financial Inc. He is also involved with Market Street Tax Service, a tax preparation firm. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term, fundamentally based investment approach, utilizing diversified mutual funds and ETFs, and offers access to an automated managed-account program on Fidelity’s platform.

Ross Danzig is a financial advisor with Oakbourne Advisors in West Chester, PA, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has previously worked at SEI Investments Distribution Co and Northstar Asset Management LLC. Oakbourne Advisors provides investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, and businesses, employing a multi-office platform and a disciplined investment process that combines fundamental, technical, charting, and cyclical analysis.

Jake Dilaura is a financial advisor at Stonecrop Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at SEI Investments Company and the Federal Deposit Insurance Corporation. Stonecrop Wealth Advisors serves individuals, trusts, retirement plans, and various institutional clients such as colleges and charitable organizations. The firm employs a team-driven investment process focused on strategic asset allocation and long-term buy-and-hold strategies, integrating financial planning to align investments with clients’ goals.

Eric Fuhrman is a CFP® professional with 16 years of industry experience, currently serving as Chief Planning Officer at Key Financial, Inc. since 2014. He has worked at Royal Alliance since 2010 and assists in firm-wide financial planning activities as well as administrative and strategic operations. Fuhrman also provides guidance on life insurance matters as part of the firm's comprehensive financial planning services. Key Financial, Inc. offers financial planning and both discretionary and non-discretionary portfolio management to individuals, retirement plans, trusts, estates, and charitable organizations. The firm focuses on long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, integrating planning with ongoing portfolio monitoring and rebalancing through custodial accounts at Pershing/Osaic Wealth.

Daniel Mchugh is a CFP® with 30 years of industry experience, currently serving at Ballast Financial Advisors, LLC. His prior roles include positions at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Origin Financial. Outside of his advisory work, he serves as a director on the board of the Media Rugby Football Club. Ballast Financial Advisors, LLC provides asset management, financial planning, and retirement plan consulting to individual and high-net-worth clients, trusts, pension/profit-sharing plans, and corporate clients. The firm employs a variety of analytical methods and may use third-party money managers, offering both discretionary and non-discretionary portfolio management.

Julia Vandergast is a financial advisor at Traynor Capital Management with Series 63 and 65 credentials and two years of industry experience. She has worked at Traynor since 2022 and previously held positions at The Vanguard Group and Procurement Foundry. Traynor Capital Management serves individuals, corporate retirement plans, foundations, and other institutions, managing approximately $1.85 billion in client assets. The firm focuses on direct equity ownership across multiple market capitalizations and customizes portfolios through a proprietary multi-step analysis, with an operational emphasis on business-funding consulting and institutional custody arrangements.

Richard Elias is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Market Street Wealth Management, where he has worked since 2022, and previously held positions at Merrill Lynch and Rodgers & Associates, LTD. Outside of advisory services, he is involved with Market Street Tax Services, a tax planning and preparation firm. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and access to an automated managed-account program, with an investment approach focused on long-term fundamental analysis and diversified portfolios tailored to client needs.

Brian White is a CFP® with 21 years of industry experience and has been with Vermillion & White Wealth Management Group since 2013. He holds a Series 66 license and operates out of Phoenixville, PA. In addition to his advisory role, he is a registered insurance producer in Pennsylvania, dedicating a small portion of his time to that business. Vermillion & White Wealth Management Group serves individuals, institutions, and various types of plans and trusts, managing approximately $231 million across several hundred accounts. The firm employs a disciplined investment process focused on asset allocation, diversification, and periodic rebalancing, utilizing both fundamental and technical research along with third-party model inputs.