Alexander Maguire is a CFA® charterholder with 31 years of industry experience. He is a principal at Maguire Investments LLC, where he has worked since 2012, and also serves as a portfolio manager at Adare Asset Management since 2010. Maguire Investments LLC provides continuous investment management to individuals, trusts, estates, charitable organizations, banks, and pension and profit-sharing plans. The firm employs a generally conservative equity strategy focused on sustainable earnings and dividend policy, alongside a conservative fixed income approach, with a specialty in financial-services companies for select clients.

Cynthia Diccianni is a financial advisor at Diccianni Financial Group, Inc. with 27 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. She has worked at Diccianni Financial Group since 2012 and has been affiliated with Leigh Baldwin & Co., L.L.C. since 2001. Outside of her advisory work, she serves as vice chair of the Montgomery County Foundation Inc. Diccianni Financial Group provides wealth management, tax planning, and estate planning services to individuals, high-net-worth clients, and pension plans. The firm employs a strategic asset allocation approach using passive index funds and ETFs, supplemented by individual equities and actively managed funds, with regular portfolio reviews and customized financial planning.

Matthew Fatz is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Thrive Wealth Management, LLC since 2019. Prior to joining Thrive, he worked at United Capital Financial Advisers, LLC for five years. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting services. The firm employs a range of investment strategies including model portfolios, mutual funds, ETFs, individual securities, and selectively private and interval funds, with an emphasis on tax-aware management and regular portfolio rebalancing.

Christopher Crooks is a CFP® and CFA® with nine years of industry experience. He has worked at Tower Bridge Advisors since 2020 and previously held positions at Bank of America, Merrill Lynch, and Alphaone Capital Partners. Tower Bridge Advisors provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with fundamental research, managing core equity holdings on a growth-at-a-reasonable-price basis and fixed income in laddered maturities, while also actively managing private investment funds that utilize more concentrated, sector-focused strategies.

Carlos Prince is a financial advisor at Legacy Edge Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill Lynch, and TIAA-CREF. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm employs a diverse investment approach combining fundamental, modern portfolio theory, quantitative, and technical analysis, with strategies ranging from long-term buy-and-hold to short-term trading.

Eric Landes is a financial advisor at IVC Wealth Advisors LLC with 26 years of industry experience. He holds a Series 63 designation and has been with IVC Wealth Advisors since 2014. His prior experience includes roles at Kestra Investment Services LLC and Private Client Services. Outside of his advisory role, Landes is involved as president of IVC Insurance Agency and participates in professional employer organization activities. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and retirement-account planning, utilizing fundamental, quantitative, and modern portfolio theory analyses to create tailored model allocations.

William Nunley II is a Series 66-registered advisor with Nest Egg in Conshohocken, PA. He has been with Nest Investments since 2025 and has prior experience in various business roles, including ownership of Nunley Enterprises LLC from 2020 to 2025. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non‑profit organizations, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary models and algorithm-driven portfolio management focused on ETFs, mutual funds, and annuities, serving a large client base primarily via intermediated distribution.

Michael Adams is a financial advisor at Tower Bridge Advisors with 28 years of industry experience. He has worked at Tower Bridge Advisors since 2020 and was previously with BB&T Securities from 2016 to 2020. Outside of his advisory role, he serves as Chairman of Northeast Homecare Services, a non-medical in-home care franchise focused on elder assistance, which he owns. Tower Bridge Advisors provides investment advice and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach across equities and fixed income and manages two private funds with a focus on concentrated, research-driven opportunities.

Charles Scavone IV is a financial advisor with Nest Egg, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Nest Investments BD LLC since 2018 and at Nest Investments LLC since 2017, following a year at Fidelity Brokerage Services LLC. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet- and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models alongside an algorithm to create and rebalance model portfolios, managing accounts on a discretionary basis with limited face-to-face contact.

Paul Mccolgan is a financial advisor with IVC Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Private Client Services and Kestra Advisory Services LLC. He serves as vice chairman of Perkasie Industrial Development, a nonprofit-focused organization that facilitates lower interest rate loans for community-benefiting projects. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $455 million and uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment portfolios tailored to client needs.

Gary Hess is a CFA® charterholder with 27 years of industry experience. He has been with Baldwin Investment Management, LLC since 2017 and previously worked at Rkm Advisors, Inc. from 2012 to 2016. Baldwin Investment Management, LLC provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a combination of quantitative stock-selection models, qualitative research by sector-focused portfolio managers, and technical chart analysis in its investment process.

Jennifer Bravo is a CFP® with 14 years of industry experience and has been with Entrust Financial LLC since 2017. Her prior roles include positions at Wexco Financial Group, Minnesota Life Insurance Company, Securian Financial Services, and Wechsler Marcisco Simpson. She serves as Chair of the Governance Committee and board member for the National Association of Women Business Owners Greater Philadelphia. Entrust Financial is a registered investment adviser providing financial planning, consulting, and investment management services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs fundamental analysis and a multi-step process to establish long-term investment objectives, typically implementing portfolios with mutual funds, ETFs, and selected independent managers.

Conor Bradley is a financial advisor at Sterling Investment Advisors Ltd. with a Series 65 credential. He has one year of industry experience and has previously worked at Lincoln Financial, SEI Investments, and Matus Windows. Sterling Investment Advisors Ltd. is a SEC-registered, team-based investment adviser serving individuals, pension and profit-sharing plans, and other entities. The firm offers discretionary portfolio management and financial planning, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, independent managers, and derivatives.

Brendan Gilmore is a financial advisor with Almanack Investment Partners, holding a Series 66 designation and 16 years of industry experience. He has worked at Almanack since 2020 and previously held roles at Innovation Partners and MerCap Advisors, Inc. Gilmore serves as a board member overseeing the endowment of the National Liberty Museum, a charitable organization. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm utilizes model asset allocation portfolios that combine diversified, risk-conscious strategies across mutual funds, ETFs, and managed accounts, and it also manages adviser-led pooled vehicles and affiliated private funds.

James Meyer is a CFA® charterholder with 24 years of industry experience. He has been with Tower Bridge Advisors since 2001. The firm provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Tower Bridge Advisors employs a fundamental research-driven, strategic asset allocation approach across equities and fixed income, and actively manages private investment funds with sector-focused strategies.

Matthew Liebman is a CFA® charterholder with 21 years of industry experience. He is currently with Amplius Wealth Advisors and Amplius Asset Management, having previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. In addition to his advisory role, Liebman is an independent insurance agent focusing on fixed and traditional insurance products. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by offering discretionary portfolio management, financial planning, and access to fee-based insurance and third-party money managers. The firm customizes its advice to client objectives and leverages platform relationships and external managers to implement model portfolios and tailored solutions.

David Campbell is a financial advisor at Meridian Wealth Partners, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fulton Financial Corporation for ten years. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for around 707 clients through a team of ten advisors. The firm uses a long-term, evidence-based investment approach rooted in Modern Portfolio Theory and the Efficient Market Hypothesis, offering customized portfolio management and comprehensive financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and corporations.

David Gotwals is a financial advisor at IVC Wealth Advisors LLC with 25 years of industry experience. He holds the ChFC® designation and has worked at Kestra Advisory Services LLC and Kestra Investment Services LLC before joining IVC Wealth Advisors in 2014. Outside of advising, he is involved with Clear Employer Services, a professional employer organization providing HR services to small businesses. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $455 million using a tailored investment approach that incorporates fundamental, quantitative, and modern portfolio theory analyses alongside automated asset allocation and tax management strategies.

Elizabeth Shamir is a CFA® charterholder with 20 years of industry experience. She is a financial advisor at Certior Financial Group, LLC, where she has worked since 2017. Prior to joining Certior, she held roles at Mutual Securities, Inc., VOYA Financial Advisors, and Financial Independence Planning, LLC. Shamir serves on the investment committee of Congregation Beth Or and is a board member of Tikvah AJMI, a charity focused on improving the quality of life for adults with mental illness. Certior Financial Group provides personalized financial planning and asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a multi-disciplined, client-tailored investment approach that combines active and passive strategies and emphasizes downside risk mitigation.

Kristen Barker is a CFP® professional with six years of industry experience. She is currently with Q3 Advisors, LLC, having previously worked at several firms including Thrive Wealth Management, Milestone Financial Associates, and Wescott Financial Advisory Group. Q3 Advisors provides financial planning and tax-focused consulting services to individuals through various packaged programs, emphasizing planning-level recommendations without offering investment management or discretionary authority. The firm operates entirely on fixed-fee engagements and collaborates with independent CPA firms for tax preparation.