Diane Taylor is a financial advisor with LPL Financial and holds a Series 65 designation. She has 21 years of industry experience and has worked at Victory Wealth Partners since 2002. In addition to her advisory role, she is involved with Kelly & Taylor, PC, a tax preparation and accounting firm where she has worked since 1983. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Steffanie Lerch is a CFP® professional affiliated with Eagle Wealth Strategies, with 21 years of experience in the financial services industry. Her work history includes roles at Raymond James Financial Services Advisors, Inc. and Eagle Wealth Strategies, where she has been associated since 2002. She is also owner of Aerie Tax & Advisory, LLC, a tax and accounting services firm. Eagle Wealth Strategies is a fee-based, SEC-registered investment adviser serving individuals, trusts, estates, businesses, and charitable organizations. The firm employs fundamental analysis and a long-term investment approach, using model portfolios with mutual funds, ETFs, equities, bonds, and alternative investments, and engages an independent consultant for portfolio research and due diligence.

Maxine Shevlin is a CFP® and Series 65 credentialed advisor with one year of experience at RTD Financial Advisors Inc. She has prior experience at WMS Partners and its affiliate from 2018 to 2022. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services with an emphasis on written Investment Policy Statements, tax-aware management, and structured retirement-plan solutions including 3(38) fiduciary management and Pooled Employer Plans.

Eduard Zolotarev is a CFP® certificant with five years of industry experience, currently advising at Brooklyn FI, LLC since 2022. His background includes roles at Marcum LLP, Gryphon Financial Wealth Advisors, and 1st Global Advisors. Zolotarev is also the owner of EVZ Tax and Accounting Services, providing tax preparation for family, friends, and a few small clients. Brooklyn FI serves individual and high-net-worth clients with household-level investment management and financial planning, incorporating both passive strategies and specialized external managers. The firm is known for aggregating held-away assets into client portfolios and offering educational seminars along with affiliated tax and fintech services.

Francisco Garcia is a Series 65-licensed advisor at Just Futures with two years of industry experience. His career background includes roles at City Innovate, Inc., and involvement with political campaigns such as Biden for President 2020 and Mike Bloomberg 2020. He also founded a small distillery, Strivers' Row Distillery Ltd. Just Futures serves nonprofit organizations, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing assets with a values-aligned investment approach that integrates ESG considerations and a range of public and private market solutions focused on social justice.

Aaron Stine is a financial advisor with LUMINIST Capital, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Advisory Advocates LLC and LPL Financial, LLC. Outside of his financial advisory work, Stine is involved in residential construction through his ownership of Manly Work, LLC, and also engages in project management with TS Contracting. LUMINIST Capital offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm emphasizes tailored financial planning, portfolio management, and consulting, utilizing a data-driven discovery process and a combination of fundamental and technical analysis to manage client accounts.

Christopher Tully is a CFP® with 21 years of industry experience. He is currently a financial advisor at Eagle Wealth Strategies, where he has worked since 2015 and contributes to a team of nine advisors. He previously worked at Raymond James Financial Services and Truist Investment Services. Tully serves as a board member of the Boys & Girls Clubs of Gloucester County, NJ, and owns Aerie Tax & Advisory, a tax and accounting firm. Eagle Wealth Strategies is an SEC-registered investment adviser that provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach using model portfolios with low-cost mutual funds, ETFs, and individual equities, supported by independent research and ongoing portfolio monitoring.

Blair Bodek is a Series 65-licensed financial advisor at Pacifica Capital Investments with 10 years of industry experience. Since 2016, he has worked at Pacifica Capital, and he is also involved in Philadelphia Construction, where he assists with tenant repairs and sales. Pacifica Capital Investments provides discretionary investment management to individuals, pension plans, charities, corporations, and pooled investment vehicles. The firm employs a concentrated, industry-focused equity approach and manages both separately managed accounts and private real estate funds.

Catherine Allen Carlozo is a Certified Financial Planner® with 32 years of industry experience. She has worked at HFM Investment Advisors, LLC since 2018 and previously held roles at M Financial Planning Services, Inc, LPL Financial, PNC Wealth Management, Fidelity, and Wells Fargo Clearing. HFM Investment Advisors, LLC is a seven-advisor team managing approximately $404 million for over 500 clients, serving individual investors and employer plan sponsors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan services, often utilizing third-party subadvisors and technology platforms to manage a range of accounts.

Carol Lin is a CFP® professional with one year of experience in financial advising, currently with Aptus Financial, LLC. Her prior roles include positions at Compass Working Capital and Clarifi. Aptus Financial offers flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning over discretionary portfolio management, emphasizing passive, long-term indexing, simple asset allocation, cash-flow management, and periodic rebalancing, while supporting clients through regular reviews, educational programming, and subscription-based ongoing support.

Jacob Carroll is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, holding a Series 65 designation with one year of industry experience. Before joining RTD Financial Advisors, he worked in the hospitality industry at Ocean Prime and Del Friscos. RTD Financial Advisors is a SEC-registered, multi-team firm serving individuals, families, and institutional clients including pension plans, trusts, and non-profits. The firm provides life-centered financial planning, discretionary portfolio management, investment consulting, and retirement-plan advisory services, emphasizing individualized investment programs with tax-aware management and structured retirement-plan support.

Stephen Horstmann is a CFP®-designated financial advisor at RTD Financial Advisors Inc with three years of industry experience. He has worked at RTD Financial Advisors Inc since 2022 and previously at BlueSky Wealth Advisors, LLC. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm provides life-centered financial planning, personalized investment management, and fiduciary consulting with an asset-allocation driven approach and ongoing monitoring.

Paul Zablotney is a financial advisor with Liberty One Wealth Advisors in Philadelphia, PA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, J.P. Morgan Securities, and State Farm. Liberty One Wealth Advisors offers comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and institutions. The firm focuses on goals-based planning and uses a primarily ETF-based asset allocation framework with systematic rebalancing, along with specialized strategies like long-short direct indexing and alternative asset categories for suitable clients.

Maxwell Camp is a financial advisor with Tru Independence Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Brinker Capital for eight years and Orion Portfolio Solutions for one year before joining Tru Independence in 2023. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages approximately $336.9 million in assets across more than one thousand accounts, using a combination of active and passive strategies and multiple platform solutions.

Allison Hershey is a CFP® professional with six years of experience in financial advising. She currently works at Fruitful and has held prior roles at Ellevest, ChroniFI, Zenith Solutions, and The Marshall Financial Group. Outside of advising, she provides financial coaching and consulting through her business, Money Conscious, focusing on the emotional aspects of financial decision making and helping companies develop service models for younger generations. Fruitful Advisory delivers financial planning and discretionary investment management to individual members through a subscription-based model. The firm emphasizes diversified, low-cost portfolios primarily using passive ETFs and index funds, with planning grounded in CFP® principles and ongoing client collaboration.

Richard Sterling III is a financial advisor with HCR Wealth Advisors in Media, PA, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at MassMutual Life Insurance Co and Lincoln Financial Advisors Corporation. HCR Wealth Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis with long- and short-term investment strategies and manages nearly $2 billion in client assets across a team of eleven advisors.

Gregory Young is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, with 15 years of industry experience. He has been with RTD Financial Advisors for 10 years and holds the Series 63 and Series 65 designations. RTD Financial Advisors is a SEC-registered, multi-team advisory firm serving individuals, families, and institutional clients such as pension plans, trusts, and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and a structured retirement-plan practice including fiduciary investment management and pooled employer plans.

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.

William Richardson is a CFA® charterholder with 20 years of industry experience. He has been with Mitchell Sinkler & Starr since 2005. The firm advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. Mitchell Sinkler & Starr manages most assets on an advisory (non-discretionary) basis, employing a long-term, goal-based investment approach that combines macro analysis with fundamental research and tailored portfolios.

Evan Powers is a CFP® with 12 years of industry experience, currently serving as an advisor at Cypress Financial Planning since 2013. He previously worked at Myfinancialanswers, LLC from 2015 to 2019. Powers serves as an advisory board member of Farmington Country Club, a private social and sports club, where he provides oversight of finances. Cypress Financial Planning is a fee-only, SEC-registered firm offering comprehensive financial planning, investment management, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a variety of investment strategies, including the use of derivatives, and manages both discretionary and non-discretionary client relationships.