Gerald Snyder is a financial advisor with Clariti Wealth Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Schiavi + Dattani since 2021 and was previously with Fidelity Brokerage Services LLC from 2011 to 2020. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profits, managing approximately $622 million in client assets. The firm offers integrated financial planning and investment management, utilizing diversified portfolios with a mix of active and passive strategies, and employs derivatives and alternative investments when suitable.

Katherine Davis is a financial advisor at RiversEdge Advisors with nine years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at firms including Beacon Financial Services, LPL Financial, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory and emphasizes strategic asset allocations primarily using ETFs, with technology integrations and third-party managers as appropriate.

Daniel Dougherty is a ChFC® credentialed financial advisor with 14 years of industry experience. He is a managing partner at Absolute Wealth Management, LLC, where he divides his focus between investment planning and insurance solutions. Dougherty also serves on the advisory board of Fusematic Corporation, a startup developing a friction bonding tool, and is a managing partner at Prestige Strategies, LLC, which offers premium financed life insurance. Horter Investment Management, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a multi-manager and model portfolio approach, offering both discretionary and non-discretionary investment options with oversight from an Investment Committee.

Theodore Lauzen is a financial advisor at Grey Fox Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs and Nimbly, LLC. Lauzen served in the United States Marine Corps for ten years before transitioning to the financial sector. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension advisory services. The firm uses a model-based, customized investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

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.

Michael Sicuranza is a CFP® with 30 years of industry experience, currently serving at Affinity Wealth Management LLC since 2018. His prior roles include positions at Mercap Securities, Milestone Wealth Advisors, and LPL Financial. He is also involved in selling fixed insurance products on a limited basis. Affinity Wealth Management LLC manages approximately $760 million for a diverse client base, offering wealth management, investment management, financial planning, and retirement plan advisory services with a primarily long-term, multi-strategy investment approach.

Timothy Macarak is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Members Wealth LLC since 2023 and previously held roles at CS Planning Corp., Bryn Mawr Capital Management, LLC, and West Capital Management. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses, providing investment management, financial planning, and employer benefits consulting. The firm emphasizes fundamental analysis and a long-term investment approach, using diversified portfolios of low-cost mutual funds, ETFs, and other securities tailored to client goals and risk tolerance.

Brittany Kalsky is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Brandywine Oak Private Wealth LLC. She has worked in the financial sector since 2015, including roles at Merrill and Purshe Kaplan Sterling Investments. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, providing financial planning and both discretionary and non-discretionary investment management. The firm employs a goal-oriented investment approach focusing on diversified ETF allocations, tax minimization, and behavioral finance principles, and offers a range of investment strategies and performance-based fee arrangements.

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 with three years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and several other firms. Outside of finance, his background includes roles in community services and education, such as with JEVS Human Services and Faith Christian Academy. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients including colleges and charitable organizations. The firm offers integrated financial planning and investment management using a team-driven process that emphasizes strategic asset allocation and long-term holdings tailored to clients’ missions and goals.

Michael Henley is a CFP® with 16 years of industry experience, currently serving at Brandywine Oak Private Wealth LLC since 2018. His prior experience includes roles at Bank of America/Merrill Lynch and Purshe Kaplan Sterling Investments. Henley serves on the boards of the United Way of Southern Chester County and the Abdominal Cancers Alliance. He is also a trust protector for certain client trusts and is the owner and CEO of Brandywine Oak Private Tax Advisory. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, offering financial planning, consulting, and investment management with a goal-oriented approach that emphasizes low-cost, broadly diversified ETF allocations, tax minimization, and behavioral finance principles. The firm also provides access to model portfolios, separately managed accounts, and various investment strategies, along with affiliated tax advisory services.

Wayne Wagner Jr. is a ChFC®-designated financial advisor with 30 years of industry experience, currently with WealthPlan Investment Management LLC. His prior experience includes long tenures at LPL Financial and Securities America Inc. Wagner serves on the advisory board of the Sovereign Grace Church Marlton nonprofit and hosts the Envizion More Podcast, which covers topics ranging from investing to life. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing over $2 billion in assets. The firm provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, and institutional clients, employing model-based strategies and offering both discretionary and non-discretionary solutions.

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.

Lauren Mance is a CFA® charterholder with one year of industry experience, currently serving as an advisor at RiversEdge Advisors. Her prior roles include positions at Great Gray Trust Company and Wilmington Trust. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory and primarily implements strategic asset allocations with ETFs, supported by technology and platform integrations to monitor client strategies.

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.

David Hargrove is a CFA® charterholder with 29 years of industry experience. He is a financial advisor at Smithbridge Asset Management, Inc. and has previously worked at Bassett Hargrove Investment Counsel LLC and Tucker Hargrove Management Inc., where he currently holds a president position. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments, with a focus on disciplined equity selection and diversified fixed income strategies. The firm manages accounts on both discretionary and institutional bases and is notable for managing a registered mutual fund and providing portfolio management to pooled investment vehicles.

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.

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.

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.

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.