Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

George Cones is a financial advisor with Third Sigma Investment Advisors LLC in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Third Sigma since 2009 and also operates an IT consulting and hardware/software sales business through Techlogic, Inc. Additionally, he maintains a legal practice as an attorney. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a cost-effective investment approach combining active managers and low-cost mutual funds and ETFs, with a focus on customized asset allocation and tax-efficient transitions.

Scott Sheffer is a financial advisor at Carnegie Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Carnegie Wealth Management and affiliated firms since 2017. Outside of his advisory role, he is the owner of So Farr Holdings, LLC, a holding company related to his firm's ownership interests. Carnegie Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing a long-term, strategic asset allocation approach with tactical adjustments based on market conditions.

Linda Bowen is a financial advisor at Bowen Asset Management LLC with 5 years of industry experience. She holds a Series 65 designation and has previously worked at Barnes and Noble. Bowen Asset Management LLC is a small wealth management firm serving approximately 30 clients, including high-net-worth individuals, trusts, pension plans, nonprofits, and business entities. The firm offers portfolio management, financial and retirement planning, and consulting services, using a discretionary approach that combines fundamental and technical analysis across a range of investment products.

Michael Galantino is the managing member of Philadelphia Partners Capital Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Boenning & Scattergood Inc and Chapin Davis, Inc. Galantino is also involved in insurance sales through Chapin Davis Insurance, Inc., focusing on variable and fixed insurance products. Philadelphia Partners Capital Management provides discretionary investment management to individuals, pension plans, trusts, charitable organizations, and institutions. The firm emphasizes fundamental analysis with a focus on large-cap growth equities while incorporating small- and mid-cap selections, mutual funds, and ETFs, managing accounts under discretionary authority.

Steven Woodruff Jr. is a CFP® with 14 years of industry experience, currently serving as an advisor at Venture Financial Advisors, LLC. His prior experience includes roles at Charles Schwab, Fidelity, Aspen Funds, and Patriot Family Capital LLC, where he was CIO. He is also CEO of Venture Wealth Management LLC and its associated fund, specializing in customizable fund of funds. Venture Financial Advisors provides financial planning and investment advisory services to individuals, entrepreneurs, small businesses, and family offices. The firm follows a Modern Portfolio Theory-based approach, emphasizing low-cost, passive strategies complemented by tactical allocations and private investment opportunities for suitable clients, and maintains operational structures uncommon for a firm of its size.

John Durham is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. His approach incorporates a comprehensive understanding of each client’s financial situation to create adaptable wealth management plans aligned with changing market conditions. Through his role, he provides access to investment insights from Merrill and banking services from Bank of America. John holds a Bachelor's Degree from Arizona State University, a Juris Doctorate Degree from Delaware School of Law, and a Master's Degree from Villanova School of Law. He also maintains the Personal Investment Advisor (PIA) designation. In addition to his professional responsibilities, John engages in community volunteer work, reflecting Merrill Lynch’s tradition of active participation in local communities.

Terence Brogan is a financial advisor at Brogan Asset Management, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wellington Shields & Co., LLC and Brogan Group Equity Research. Brogan Asset Management provides personalized financial planning and discretionary investment management to individual clients, focusing on services such as cash-flow and tax planning, retirement and education funding, estate planning, and ongoing portfolio supervision. The firm employs a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios, conducting regular reviews and offering financial planning on an hourly or fixed-fee basis.

Richard Weinstein is a CFP® with 25 years of industry experience and is a principal at Ridgewood Capital Management. He has worked at Ridgewood Capital Management since 2000 and also serves as president of SAS Advisors, Inc., where he conducts insurance planning and educational workshops. Ridgewood Capital Management provides discretionary investment management and portfolio services to individual and high-net-worth clients, including variable annuity sub-account and employer-sponsored retirement plan allocations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios and maintains a distinctive affiliated insurance agency as part of its service model.

Adam Mehrer is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Wills Financial Group since 2013, including its predecessor entity, and currently works at Wills Financial Group, LLC as part of a four-advisor team. Wills Financial Group, LLC provides discretionary portfolio management and advisory services to individuals, families, retirement plans, trusts, estates, and foundations. The firm employs fundamental security analysis and maintains balanced allocations across various asset classes, focusing on long-term holdings and operational limits such as not investing in cryptocurrencies or offering wrap fee programs.

John Fischer is a financial advisor at Magnolia Private Wealth, LLC in Philadelphia, PA, holding a Series 65 designation with 12 years of industry experience. He has been associated with Andalusian Wealth Management, LLC since 2002. Magnolia Private Wealth is a small, SEC-registered advisory firm managing approximately $225.7 million for around 159 clients. The firm offers customized financial planning, discretionary portfolio management, and employee benefit plan services, combining fundamental and technical methods to tailor portfolios to client objectives and needs.

Paul Savini Jr. is a CFP® professional with seven years of industry experience, currently serving as an advisor at Viable since 2022. His prior work includes roles at Barrister Wealth Management and Standard Chartered Bank. 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 implementing portfolios through Exchange Traded Funds.

Louis Iovannone is a financial advisor at Malvern Capital Management in Malvern, PA, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Malvern Capital Management since 2019 and previously worked at Symons Capital Management, Inc. from 2013 to 2019. Malvern Capital Management provides discretionary investment management, financial planning, and project-based consulting to individuals, retirement plans, trusts, and intermediaries. The firm employs a long-term, strategic asset allocation approach with regular portfolio monitoring and rebalancing, and offers Outsourced Chief Investment Officer services, including the use of sub-advisors and borrowing within separately managed accounts.

Howard Trauger is a financial advisor with Philadelphia Partners Capital Management, LLC, where he has worked since 2026. He holds 33 years of industry experience, including nine years at Carnegie Investment Counsel. Philadelphia Partners Capital Management provides discretionary investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on fundamental analysis with an emphasis on large-cap growth equities and incorporates the use of mutual funds, ETFs, and tax considerations in portfolio construction.

John Slater is a financial advisor at Cubic Advisors, LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Cubic Financial Advisors LLC since 2012. Cubic Advisors serves individuals, including high-net-worth clients, and business entities such as insurance companies. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a specialized 55Plus retirement planning service, using a combination of quantitative optimization, risk/return analysis, and technical trading models to tailor portfolios.

Atul Varma is a CFA® charterholder and the founder of Burnett Lane Advisors, LLC, where he has worked since 2025. He previously held roles at Hamilton Lane and BNY Mellon, accumulating over a decade of experience in institutional finance. Outside of his advisory work, he is the founder and managing member of Care Home Health, LLC, a non-medical home care agency serving seniors and disabled individuals. Burnett Lane Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, estates, retirement accounts, charitable organizations, and small institutions. The firm employs a quantitative, performance-focused, long-term investment approach, utilizing equities, ETFs, and index-based instruments, and offers integrated financial planning alongside portfolio management.

Michael Czajka is a financial advisor at Malvern Capital Management with 20 years of industry experience. He has been with Malvern Capital since 2018 and previously worked at Symons Capital Management from 2013 to 2017. Outside of his advisory role, he serves on the Architectural Review Committee for the Kimberton Hunt Home Owners Association. Malvern Capital Management provides discretionary investment management, financial planning, and project-based consulting to individuals, retirement plans, trusts, and intermediaries. The firm emphasizes long-term, strategic asset allocation with regular portfolio monitoring and offers distinctive services including margin borrowing within separately managed accounts and OCIO plan management.

Jessica Kagin Tropea is a financial advisor at Auerbach Investment Services, LLC with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual and Adam Gilson. Outside of her advisory role, she has operated JKT Events LLC and is a licensed insurance producer. Auerbach Investment Services, LLC is a small registered investment adviser serving individuals, corporations, and retirement plans with discretionary and non-discretionary investment management and pension consulting. The firm employs a broad investment approach across multiple asset classes, conducts ongoing client risk assessments, and manages approximately $150.2 million in assets.

Charles Gubler is a financial advisor at Flagship Capital Management Inc with two years of industry experience. He holds the Series 65 designation and previously worked at SEI Investment Company. His background includes four years in education at James Madison University and Luray High School. Flagship Capital Management provides investment management and advisory services to individual and institutional clients, including corporations, pension plans, foundations, and trusts. The firm employs a team-based approach to constructing diversified portfolios using fundamental and technical analysis, managing roughly $200 million in discretionary assets.

Kathleen Schroeder is a financial advisor with RMAS, Inc. who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with J Alden Associates, Alden Capital Management, Capitol Securities Management, and has been involved with Risk Management Advisory Services, Inc. since 2001. Schroeder is also vice president of Kings Management Company, where she is involved in insurance sales and tax preparation. RMAS, Inc. provides discretionary investment supervisory services and individualized portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $81.7 million across about 98 client accounts, using fundamental analysis and a mix of long- and short-term strategies tailored to client objectives and risk tolerance.